# End-of-Year Closeout Checklist

## Office and operations
- [ ] All meeting actions closed or rolled forward
- [ ] All decisions logged in the decision tracker
- [ ] All outstanding expenses submitted and approved
- [ ] All in-flight projects have updated status

## Calendar
- [ ] Next year's standing meetings live
- [ ] Public holidays and known leave blocked
- [ ] Off-sites and board meetings in diary
- [ ] Personal commitments (birthdays, anniversaries) in diary

## Files
- [ ] Year folder archived and read-only
- [ ] New year folder created with standard subfolders
- [ ] Shared drive cleanup: stale links audited

## People
- [ ] Year-end thank-yous from executive to staff sent
- [ ] Annual recognition / bonuses processed
- [ ] Annual reviews on track

## Communications
- [ ] Annual update sent (to staff, customers, investors as appropriate)
- [ ] Out-of-office set for company closure
- [ ] Phone diversion configured
- [ ] Reception cover plan

## Personal reflection
- [ ] One paragraph: what went well this year
- [ ] One paragraph: what didn't go well
- [ ] One paragraph: what to change next year
- [ ] Year-end commitments to self for next year