EXIT CHECKLIST
Please complete this form on or before the final date.
VA Name
*
First Name
Last Name
Client Name
*
First Name
Last Name
Final Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Create/update SOPs of all tasks done for the client and save them in the client’s drive.
Please Select
In Progress
To Follow
Done
N/A
Transfer all necessary and appropriate files saved from your WW account to the client’s drive. This includes transferring any files or outputs you have made as requested by the client to place in their drive.
Please Select
In Progress
To Follow
Done
N/A
If you use Canva with your client, backup/transfer any designs created from WW Canva to the client’s Canva account or Google Drive.
Please Select
In Progress
To Follow
Done
N/A
On the last day with the client, delete all of the client’s login credentials from your LastPass account and kindly leave your client’s Google Chat group chat.
Please Select
In Progress
To Follow
Done
N/A
Please link any drives, and folders if applicable for any saved outputs you have made for your client.
Submit
Should be Empty: