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: ___________________