1. Money, before you resign
The financial floor of any exit is runway: how many months your
savings cover after the paycheck stops. Settle this first, because
it decides whether the rest of the plan is even possible.
2. Benefits, before you resign
The step people skip, and where quitting gets expensive. Four
audits, done quietly before you announce.
3. Paperwork
Systems access does not survive sentimentality. Gather what you are
entitled to before your account closes.
4. The resignation
Tell your manager first, live if you can, before anyone else knows.
Keep it short, certain, and warm.
5. Notice period
The notice period is the cheapest reputation investment you will
ever make. Hand over generously and get the money facts in writing.
6. First 30 days out
The first weeks have a short, unglamorous list that protects your
runway.
The items people forget
The same handful of misses cause most of the expensive surprises, so
they are worth flagging twice:
Pricing health cover
The single most common budget hole after quitting, and
discoverable in an afternoon. Price it before you resign.
Resigning before money lands
Bonuses, equity cliffs, and employer-match vesting all have
dates. Check them against your resignation date.
The option exercise window
Vested stock options often expire a short time after you leave.
Miss the window and the value is gone.
Verbal money promises
Final pay, payouts, and reference promises that exist only in
conversation have a short half-life. Get them in writing.
Frequently asked questions
What should be on a job exit checklist?
Five things, worked in order: the money (confirm your runway and
budget), the benefits (health cover, retirement, leave, equity),
the paperwork (download documents, review your contract), the
resignation itself (notice, the conversation, a written letter),
and your first 30 days out. Doing the money and benefits work
before you announce keeps you in control of the timeline.
Is my checklist progress saved on this device?
Yes. The boxes you tick are saved in your own browser, so your
progress is still there when you come back on the same device,
and nothing is sent anywhere. You can also print the checklist
or save it as a PDF to work from on paper, and the Reset button
clears your ticks if you want to start over.
What do people overlook on an exit checklist?
The commonly missed items are pricing replacement health cover,
checking bonus and vesting dates before choosing a resignation
date, the short post-termination window to exercise stock
options, and getting money promises in writing. Each is cheap to
handle in advance and expensive to miss, which is exactly why a
checklist helps.
When should I start working through a job exit checklist?
Start before you resign, ideally a month ahead. The money and
benefits sections need to be done quietly while you are still
employed, because the moment you announce you lose control of
the timeline. Use the weeks before your resignation to prepare,
then the conversation and notice items follow, and the
first-30-days section after you leave.