Free Retirement Work Handover Checklist Template

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)

Employee Signature: ___________________________
Supervisor Signature: _________________________
Date: ___________________

Checklist Templates @ Template.net