# Build an offboarding checklist that removes every access

Creates a role-specific checklist to revoke accounts, devices, and data access when someone leaves, with timing.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: HR & Hiring, Legal, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-an-offboarding-checklist-that-removes-every-access

## Prompt

```text
Create an IT offboarding checklist for a departing employee.

**Role and department:** [e.g. "sales manager", "DevOps engineer"]
**Type of exit:** [planned resignation / involuntary termination / contractor end]
**Last working day and time:** [DATE, TIME, TIME ZONE]
**Systems they use:** [e.g. "Entra ID, Google Workspace, Salesforce, AWS, GitHub, VPN, building badge"]
**Devices they hold:** [laptop, phone, tokens, keys]
**Shared or privileged access:** [admin accounts, shared mailboxes, service accounts, password vault entries, API keys they created]

Build the checklist in phases:
1. Before the exit: inventory their access, identify data and files to transfer, find accounts and automations owned by this person.
2. At the exit time: disable sign-in, revoke sessions and tokens, remove MFA devices, disable VPN and remote access, block mobile email.
3. Same day: rotate any shared passwords, secrets, or keys they knew; remove from privileged groups; collect devices.
4. Within 30 days: transfer file and mailbox ownership, set auto-reply or forwarding per policy, reassign licenses, wipe and reimage devices, then delete or archive accounts per retention policy.

For an involuntary exit, make disabling access happen at the same moment as the conversation, coordinated with HR.

Return a table: Step | System | Action | Owner | When | Done (checkbox). Add a short list of the access items most often missed. Follow our data retention and legal hold rules; mark anything that needs HR or legal sign-off as [CONFIRM WITH HR/LEGAL].
```

## What to fill in

- e.g. "sales manager", "DevOps engineer"
- DATE, TIME, TIME ZONE
- laptop, phone, tokens, keys
- CONFIRM WITH HR/LEGAL

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.