Simple Resignation Work Handover Checklist
Employee Name: ___________________
Position: ___________________________
Department: ________________________
Date of Handover: ___________________
1. General Handover Information
Task | Checkbox |
|---|
Resignation letter submitted | ☐ |
Handover date confirmed | ☐ |
Meeting scheduled with the manager/team | ☐ |
2. Ongoing Tasks
Task | Checkbox |
|---|
List of ongoing projects/tasks | ☐ |
Deadlines and milestones for each task | ☐ |
Important contacts or collaborators for tasks | ☐ |
Instructions for completing tasks after departure | ☐ |
3. Documentation & Files
Task | Checkbox |
|---|
Access to key documents shared | ☐ |
Project documentation is organized and accessible | ☐ |
Backup and handover of passwords (as per company policy) | ☐ |
4. Pending Approvals/Requests
Task | Checkbox |
|---|
Any pending approvals/tasks to be completed by a successor | ☐ |
Handing over access to approval systems or software | ☐ |
5. Client Handover
Task | Checkbox |
|---|
List of key clients or customers | ☐ |
Details of ongoing communications, meetings, and project status | ☐ |
Handover of client-related files and contact information | ☐ |
6. Team Handover
Task | Checkbox |
|---|
Team members briefed about project status and responsibilities | ☐ |
Important meetings or calls scheduled for the team | ☐ |
Any relevant training required for a successor | ☐ |
7. Equipment & Assets
Task | Checkbox |
|---|
List of company-issued equipment (laptop, phone, etc.) | ☐ |
Returning of keys, ID badges, and other assets | ☐ |
Access rights and permissions for company systems revoked | ☐ |
8. Final Day Procedures
Task | Checkbox |
|---|
Exit interview scheduled (if applicable) | ☐ |
Last day wrap-up meeting with team/manager | ☐ |
Feedback or suggestions for improvement (optional) | ☐ |
Employee Signature: ___________________
Manager's Signature: ___________________
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