Part 1: Your Personal “Desk Exit” Checklist
Go through this checklist:
Out of Office Checklist Section of your Binder – THE DEPARTURE CHECKLIST
Dates Away: [Start Date] to [Return Date]
Priority Tasks in Progress to be Monitored
- Task: [e.g., The Monthly Report]
- Status: [e.g., 80% done; just needs Friday’s data.]
- Action Needed: [e.g., Please hit ‘Send’ on Monday morning.]
Key Contacts & Stakeholders for Each project – Notification that desk is on Vacation –
- If [Client/Boss Name] calls, tell them: [Instructions].
- For urgent issues regarding [Project X], contact: [Name of backup person].
Where to Find Things. Verify Locations and Update Records
- Physical Files: Located in [Drawer/Folder Name].
- Digital Files: Saved on the shared drive at: [Pathway/Link].
- Passwords/Keys: [Mention if they are with the Manager or in the secure lockbox].
Emergency Contacts at WORK for your Desk
- Please only contact me for: [e.g., True emergencies / Don’t contact me at all!]
- Best way to reach me: [Phone number/Email].
Create Notes for my Return Section with a Tab. Make sure your Colleagues know they may add notes to your Binder.
Notes for My Return: Please jot down anything major that happened here so I can catch up quickly and anything you may need accomplished which is not urgent but has a deadline.