Before You Act: Termination Decision & Separation Toolkit

Before You Act: Termination Decision & Separation Toolkit helps business owners, managers, and HR professionals review termination decisions carefully, prepare the separation process, and conduct the final meeting with greater clarity and consistency.

This practical 20-page toolkit walks you through the critical steps that should be considered before ending employment.

Inside, you’ll receive:

• Termination risk-screening checklist

• Protected activity and retaliation review

• Leave, disability, and accommodation review

• Facts and documentation worksheet

• Complaint and misconduct review

• Consistency and proportionality assessment

• Alternatives-to-termination worksheet

• Termination recommendation memo

• Final decision and approval record

• Final-pay and benefits checklist

• Property, records, and system-access plan

• Separation meeting plan and manager script

• Separation meeting documentation form

• Property and access completion log

• Post-separation checklist

• One-page termination review checklist

Designed for small-business owners, managers, supervisors, and HR professionals who need an organized process for reviewing high-risk employment decisions.

Pause. Check the Risk. Prepare the Decision. Complete the Separation Respectfully.

Important: This toolkit provides general educational HR guidance and internal planning tools. It does not constitute legal advice or guarantee legal compliance. Employment laws and separation requirements vary by location and circumstances. Consult a qualified HR professional or employment attorney when appropriate.