FREE DOWNLOAD: Personified’s IT Onboarding & Offboarding Checklist for Mission-Driven Teams

Every time someone joins or leaves your organization, there’s a checklist’s worth of IT tasks that need to happen, and fast. Usually, Most internal teams are running it from memory or scattered notes, which works well until it doesn’t. A laptop arrives late. An account never gets deactivated. Unutilized software licenses hitting the opex budget month after month. Small oversights, but they add up, both in cost and in risk. More than that, bad employee experiences.

We compiled this free checklist because we want mission-driven teams to have a solid starting point for IT Operations. To have something your HR or Ops lead can pick up and use without having to build from scratch or run off of memory. It’s not meant to be the final word on your process, but a starting point. Every organization’s tools, workflows, and needs are different. But we hope it provides a strong foundation so important steps don’t get missed in the rush of a new hire or employee departure.

Inside you’ll find:

1. Hardware and device setup advice 
2. A full account provisioning guidance  — email, collaboration tools, project management, and the role-specific stuff you don’t want to forget
3. Security fundamentals: MFA, password management and endpoint protection
4. A clean offboarding process that closes the loop on access, devices, and data without leaving anything exposed.

Take what’s useful, make it your own, and keep it somewhere your team can find it. And if you’d rather hand the whole thing off, that’s what we’re here for. Reach out to us here.