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Year-End Requirements Checklist

Overview

This checklist covers all the tasks that need to be completed at the end of the year. Start working on these items in early December to ensure everything is completed by year-end.

Documentation Tasks

  • ☐ Update all documentation with changes made throughout the year
  • ☐ Review and update the intern cheatsheet
  • ☐ Document any new processes or procedures
  • ☐ Archive old project files
  • Technical Tasks

  • ☐ Complete annual system backups
  • ☐ Update all software and plugins
  • ☐ Review and update security credentials
  • ☐ Clean up old user accounts
  • ☐ Archive completed projects
  • Administrative Tasks

  • ☐ Submit final time sheets
  • ☐ Complete performance self-assessment
  • ☐ Update project status reports
  • ☐ Organize digital files and folders
  • ☐ Clean up email inbox
  • Knowledge Transfer

  • ☐ Document ongoing projects
  • ☐ Create handoff notes for next intern
  • ☐ Update contact lists
  • ☐ Share important passwords with supervisor (securely)
  • Deadlines

    • December 15: All documentation updates complete
    • December 20: Technical tasks complete
    • December 22: Administrative tasks complete
    • December 23: Final day - knowledge transfer complete

    Notes

    • Start early - don't wait until the last week!
    • Ask supervisor if you're unsure about any tasks
    • This is also a good time to reflect on what you've learned

    Related

    Tags: #yearend #annual #planning