Retirement Work Handover Checklist
Employee Name: __________________________________
Department: __________________________________
Retirement Date: __________________________________
Supervisor/Manager: __________________________________
Handover Date: __________________________________
1. Overview of Job Responsibilities
Task/Responsibility | Checkbox |
|---|
List of current job duties and responsibilities | |
Key deadlines and deliverables | |
Daily, weekly, and monthly task summary | |
2. Ongoing Projects and Status
Project Name | Description | Next Steps | Checkbox |
|---|
Project 1 | Social Media Strategy | Finalize the Q1 content plan | |
Project 2 | Brand Partnership Campaign | Complete partner outreach | |
Project 3 | Website Redesign | Review design with the team | |
3. Key Contacts
Contact Type | Role/Position | Communication Preference | Checkbox |
|---|
Internal Contact | Role | | |
External Contact | endor/Partner | | |
Emergency Contact | Role | | |
4. Important Files and Documents
File/Document | Location/Access Details | Checkbox |
|---|
Physical Files | Location | |
Digital Files | Shared Drive Location | |
Software/Systems | Access Information | |
Credentials | Login details (if applicable) | |
Critical Documents | Document locations | |
5. Financial and Budget Information (If applicable)
Task/Info | Details | Checkbox |
|---|
Budget Overview | Current budget status | |
Remaining Funds | Funds status | |
Reporting Deadlines | Key deadlines | |
6. Employee Supervision and Team Management
Task/Info | Details | Checkbox |
|---|
Team Overview | [ ] Roles and responsibilities | |
Upcoming Events | [ ] Team events, meetings, training | |
Performance Reviews | [ ] Feedback for team members | |
Team Management Tasks | [ ] Key tasks | |
7. Technology and Systems
System/Software | Details/Status | Checkbox |
|---|
Systems Overview | Current systems in use | |
Technical Support | Contact details | |
System Updates | Ongoing updates/changes | |
Backup Procedures | Access details/Backup process | |
8. Internal Procedures and Guidelines
Procedure/Policy | Details | Checkbox |
|---|
Company Policies | Relevant policies and procedures | |
Operational Guidelines | Best practices | |
Common Challenges | FAQs and challenges | |
9. Final Handover Checklist
Task/Info | Details | Checkbox |
|---|
Handover Meeting | Scheduled meeting | |
Task Delegation | All key tasks delegated | |
File Access | All files and documents accessible | |
Retirement Announcement | Communication plan completed | |
Exit Interview | Scheduled (if applicable) | |
Employee Signature: ___________________________
Supervisor Signature: _________________________
Date: ___________________
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