Exit and Alumni Management for Marketing, Advertising and Creative
Resignation to relieving letter, in a defined order.
What this looks like in marketing, advertising and creative
The parts of exit and alumni management that are specific to this sector, rather than general.
Client Relationships and Creative Handover
The relationship and the work both have to stay.
What this coversHide
Client Relationships and Creative Handover
The relationship and the work both have to stay.
What this coversHideWhen a senior agency person leaves, two things are at risk: the client who trusts them and the work in progress that only they understand.
- Client introduction to the continuing team, led by the outgoing person
- Live campaign status documented with next actions
- Creative files, working versions and assets consolidated and handed over
- Access to client platforms, ad accounts and analytics transferred
- Freelancer and vendor relationships documented
- Pitch and new-business pipeline handed over
- Confidentiality and non-solicit position confirmed
- Portfolio and credit position agreed explicitly
The portfolio question is worth settling openly rather than leaving to assumption. Creative people will show work they made; agreeing what can be shown and how it is credited prevents a dispute that damages both sides.
The general method — what exit and alumni management covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the exit and offboarding process page. What is above is the part that differs for marketing, advertising and creative.
Other HR topics for marketing, advertising and creative
Where to start
Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.
See all HR topics for marketing, advertising and creative, or another industry.