How do we handle a team member leaving mid-project?

Unplanned team transition

Protect continuity by identifying responsibilities, access, knowledge, and pending decisions early. Respect employment processes and avoid assuming a departing person can complete unlimited handover work.

What to do now

  1. Inventory critical responsibilities
  2. Prioritize knowledge and evidence transfer
  3. Assign replacement or interim owners
  4. Update access and delivery commitments appropriately
Recommended action flow for unplanned team transition: Inventory critical responsibilities then Prioritize knowledge and evidence transfer then Assign replacement or interim owners then Update access and delivery commitments appropriately. Escalate when a critical function has no capable or authorized replacement.

When to escalate

Escalate when

A critical function has no capable or authorized replacement.

Who decides

The team lead and appropriate line manager

Example

A replacement owner demonstrates the deployment procedure before the departing engineer's access ends.

Mistake to avoid

Requesting a generic handover document without testing its usefulness.

Prevent a repeat

Review whether working agreements improve delivery and raise people concerns through the appropriate channels.

Suggested ApprovedFlow setup

  • Tasks
  • Resources
  • Documents

Make agreed responsibilities and follow-up tasks visible while keeping sensitive people matters in the authorized confidential process. See the platform

Related cases

Practice references