End-of-Quarter Closeout Checklist

When to use this

Run in the last week of the quarter. Keeps the executive's house in order so the new quarter starts on the front foot.

# End-of-Quarter Closeout Checklist

## Operations
- [ ] All open meeting actions closed or rolled forward with new dates
- [ ] All decisions from the quarter logged in the decision tracker
- [ ] Outstanding expenses submitted and approved
- [ ] Travel reconciliations complete
- [ ] Supplier invoices processed

## Communications
- [ ] Quarterly update sent (board / investors / team)
- [ ] Thank-you notes sent to anyone who deserves one
- [ ] Stakeholder tracker updated with quarter's touchpoints

## People
- [ ] 1:1 notes filed
- [ ] Quarterly check-in done with executive
- [ ] Recognition / kudos given for the quarter's wins

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

## Files
- [ ] Quarter folder archived
- [ ] New quarter folder created with standard subfolders
- [ ] Stale shared drive links audited