When a key employee leaves: keep the work moving

A key employee’s departure can expose how much of a company’s daily work depends on one person. Before rushing to fill the position, get a clear picture of the responsibilities that need immediate coverage.

Start with the next two weeks

List active projects, upcoming deadlines, customer commitments and decisions waiting for approval. Assign one person to each immediate responsibility so important work does not fall between roles.

Capture the knowledge behind the role

Gather current schedules, project records, estimating files and contact information. Document recurring tasks and the systems used to complete them. Involve the people who work closely with the position; they often see dependencies that a job description misses.

Use the transition to clarify the job

Separate the role’s essential responsibilities from tasks that accumulated over time. That distinction helps you evaluate candidates against the work your business actually needs done.

Plan the handoff before the hire

A replacement needs more than a start date. Prepare priorities, training responsibilities and a practical way to review progress. Interim support can help keep the operation moving while the permanent employee gets established.

Rocky provides short-term management and operational support, including help with recruiting, evaluating candidates, training and transitioning responsibilities.

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Job costing: turn project records into better decisions