Departed Employee Data Gathering Package
Edition 2026-11-03

Open Manual.html first. CSV files are editable worksheets: import them as UTF-8 and keep the ID columns as text.

Contents

Manual.html                       The package guide: what to settle first, records to find, questions and handoff. Opens in any browser.
Data-source-atlas.html            Thirty six places relevant records can live.
Data-source-inventory.csv         The atlas as an editable inventory.
Discovery-drafting-questions.csv  Sample questions for counsel to tailor.
Gathering-checklist.csv           Every request with its owner, plus columns for responses, status and record IDs.
Handoff-checklist.csv             Ten steps for a controlled handoff.
IT-and-owner-questions.csv        Questions for client IT and system owners, with response columns.
Intake-template.csv               Questions for the first conversation.
Open-questions.csv                Decisions for counsel or the receiving specialist.
Record-index.csv                  One row per file or record set handed over.
Source-register.csv               Laws, rules, guidance and vendor documentation cited.
Start-here.html                   Library walkthrough from first request to handoff.

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