Headteachers: exit tasks and handover checklists

If you're leaving your role as a headteacher, use our checklists to help you tick off your exit tasks and ensure a smooth handover for your successor.

Last reviewed on 28 June 2023
School types: All · School phases: All
Ref: 10525
  1. Exit tasks checklist
  2. Handover checklist
  3. How to use the checklists

Exit tasks checklist

Use our checklist to make sure you've completed all the necessary tasks involved with leaving your role. It includes practical steps like:

  • Informing the right people at the right time
  • Updating licences, documents and bank accounts
  • Returning equipment
  • Removing your access to school data and systems

Download it here:

Adapt this checklist to meet your needs and the specifics of your school.

Take a look at our staff exit checklists to find out what jobs the school is responsible for when a staff member, including the headteacher, leaves.

Handover checklist

Handing over your role properly will help to ensure your successor can focus on providing high-quality education.

To make sure you’ve covered everything, download the checklist here:

If your successor has not yet been appointed, hand over all necessary information to the most senior member of staff.