Termination Checklist
- Are there valid, job-related reasons for terminating the employee?
- If the termination is due to a specific incident, has the incident been properly investigated and documented in writing?
- Has the employee been told that his/her performance was unacceptable?
- Is this termination consistent with prior treatment of other employees in similar situations?
- Has the employee received all rights to which he or she is entitled under company policies and federal and state laws?
- Has consideration been given to alternatives to termination such as transfer, demotion, counseling and/or training?
- Are you sure that the employee is not being punished or retaliated against for exercising his/her civil rights such as making a claim of sexual or other harassment?
- Are you certain that there are no secondary of discriminatory factors involved, seniority, pay grade, sexual preference, race, color, creed, gender or national origin?
Checklist for the termination interview:
- Has the termination interview been carefully planned with preparation with exactly what will be said and by whom?
- Has a good neutral location for the meeting been chosen?
- Have you enlisted the help of an observer (second management person)?
- Is all necessary documentation properly arranged and in order? (e.g., copies of memoranda; warning letters; performance evaluations, etc.)
- Have you prepared to be direct, honest, straightforward and without apology in announcing your decision?
- Have you rehearsed how the meeting will begin so that you can avoid introductory “small talk”?
- Are you ready to describe the decision and the circumstances leading to it without attacking the employee’s character, veracity or personality?
- Are you prepared to remain calm and dispassionate, answering the employee’s questions and helping him or her to understand the reasons for your decision?
- Can you clearly explain a)severance pay, b) benefits continuation (COBRA), c) the explanation of how job references will be handled, and d) any counseling/outplacement services?
- Have you planned to outline the specifics of what the employee will need to do next, such as retrieve personal articles, obtain their final paycheck, etc.?
- Are you committed to limiting the termination interview to approximately fifteen minutes?
- Have you made contingency plans for the unexpected, such as an emotional or angry outburst or threatening statements?
