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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  • Ensure your access to company systems and accounts has been revoked.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.