End of Contract Checklist
End of Contract Checklist
Use this checklist in the final weeks of a contract to make sure nothing slips through the cracks. A smooth handover protects your professional reputation and makes the transition to your next role as painless as possible.
Administrative Tasks
- Submit your final timesheet or invoice.
- Return all company equipment, including laptops, phones, and access cards.
- Complete any required exit paperwork.
- Confirm that final payment terms and dates are clear in writing.
- Request a reference letter or recommendation whilst the work is fresh in your client's mind.
Knowledge Transfer
- Document any ongoing work or projects so that the team can pick up where you left off.
- Hand over access credentials to the relevant team members.
- Complete all project documentation and notes.
- Brief your replacement or the wider team on the current status of any active work.
- Organise and transfer any work files to the appropriate shared location.
Professional Relationships
- Connect with colleagues on LinkedIn before you lose easy access to their profiles.
- Exchange personal contact details with key contacts.
- Thank team members and stakeholders for their time and collaboration.
- Leave positive feedback or reviews if the client or team requests it.
- Maintain these professional relationships — they are a valuable source of future opportunities and referrals.
Data and Security
- Delete any company data from personal devices.
- Return or transfer any company files to the appropriate owner.
- Ensure your access to company systems and accounts has been revoked.
- Clear any saved passwords for company sites from your browser.
- Review and ensure compliance with any NDAs or data protection agreements you signed.
Financial and Legal
- Confirm the final payment date and amount with your client or agency.
- Keep copies of all contracts and invoices for your records.
- Update your tax records and expense logs.
- Review and file any required tax documents for the current period.
- Confirm the end date for any insurance or benefits that were tied to the contract.
Next Steps
- Update your CV with the skills and responsibilities from this contract.
- Begin networking for your next opportunity — do not wait until you are between contracts.
- Schedule any time off you need before starting a new engagement.
- Plan your transition if you are moving directly into a new role.
- Take time to reflect on what went well and what you would do differently next time.