Leadership exit checklist
Adds succession, access and communication steps.
Leadership exit checklist
LEADERSHIP EXIT CHECKLIST - [Name], [Designation] Last working day: [date] Transition [ ] Successor or interim owner named [ ] Handover plan agreed and dated [ ] Key relationships introduced (clients, partners, team) [ ] Decisions and approvals in progress documented Access and authority [ ] Signing authority and bank mandates updated [ ] System admin and shared-account access removed [ ] Board or committee roles updated Communication [ ] Internal announcement agreed [ ] External announcement, if any, agreed People and legal [ ] Notice terms, non-compete or confidentiality reminders reviewed [ ] Pending incentives, ESOPs or deferred pay settled per policy [ ] Exit interview with a senior person Settlement [ ] Full and final settlement approved by [approver] [ ] Experience letter issued
Replace everything in [square brackets]. This is a starting point and not legal advice. Have your adviser review it.
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