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
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
Internal Contact	Role	Preferred method
External Contact	endor/Partner	Preferred method
Emergency Contact	Role	Preferred method

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)