Exit Planning & Transition Documentation

1. Employee Details

Employee Name Position/Title Department/Team Manager/Supervisor Last Working Day

2. Handover Tasks & Responsibilities

Key Ongoing Projects Daily/Weekly Responsibilities Outstanding Tasks To Complete Instructions for Successor

3. Important Contacts

Internal Contacts (Name, Role, Info) External Contacts (Clients, Vendors, Partners)

4. System & Access Handover

List of Accounts / Tools / Platforms Passwords / Credential Management Notes

5. Knowledge & Resources

Where to Find Documentation Important Files (Locations / Links) Useful Tips / Known Issues / Watchouts

6. Other Notes