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interior design turnover checklist

Create a list of all active projects with deadlines and statuses

Document key contacts and stakeholders for each project

Prepare a summary of design concepts and client preferences for ongoing projects

Schedule meetings with team members to discuss project details

Provide access to design files, project management tools, and documentation

Create a guide on design processes and workflows used by the departing employee

Inform clients of the employee's departure and introduce the new point of contact

Schedule transition meetings between the departing employee and clients, if necessary

Provide clients with updated contact information for their new designer

Compile a list of all design assets (samples, swatches, materials, etc.) the employee managed

Organize and label design resources for easy access by the remaining team

Ensure any borrowed items are returned or accounted for

Update internal directories and contact lists with the employee’s departure

Reassign any pending administrative tasks or responsibilities

Ensure the employee's email and access to company systems are properly transitioned

Conduct an exit interview to gather feedback on team dynamics and processes

Review any outstanding tasks or responsibilities that need to be addressed

Confirm the return of company property (laptop, keys, etc.)

Plan a farewell gathering or acknowledgment for the departing employee

Send a company-wide announcement about the employee’s next steps

Collect messages or notes from team members to share with the departing employee

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