Checklist
Beginner
End-of-Year Closeout Checklist
Close out the calendar year — diary archived, files filed, reflections written, next year prepped.
When to use this
Run in the last two weeks of December. The boring work that lets January start without baggage.
The template
# 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