Free Simple Resignation Work Handover Checklist Template

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Free Simple Resignation Work Handover Checklist Template

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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