As we move into what is often one of the busiest periods of the year, preparation becomes essential. To help you manage the final stretch with clarity and control, we have put together a simple checklist to guide your end of year wrap-up. These final steps ensure that you can step into the holiday break knowing that workstreams are secure, stakeholders are aligned, and January will begin on solid footing.
Finalize Key Approvals
The first priority is to finalise any key approvals. This includes completing internal sign offs, collecting signatures, and securing any board or committee consents that remain outstanding. It is also important to confirm that all legal or regulatory filings are either submitted or positioned to be filed without delay. Taking care of these items now prevents unnecessary complications once the office is quieter.
Update Stakeholders
Clear communication with stakeholders is equally important. Clients, advisors, counterparties, and other partners should be informed of your holiday schedule in advance. Confirm who will remain available for urgent matters and share that information openly so that everyone knows how to reach the right person if something unexpected arises. This avoids confusion and keeps momentum steady even during reduced availability.
Handover to Team Members
A thorough handover within your team is another essential step. Assign responsibility for any tasks that will continue through the break and prepare detailed notes for items that are still in progress. These notes should clarify what has been done, what remains outstanding, and where key documents are located. Make sure each team member understands the escalation path for questions or approvals so that work can continue smoothly in your absence.
Lock Down Data Room
Before stepping away, review and lock down your data room. Ensure that all documents are fully uploaded, clearly labelled, and up to date. Confirm that access permissions are accurate and restricted to the appropriate parties. If applicable, request a freeze confirmation from your provider so that you know the materials will remain stable and secure while you are offline.
Pending Actions
It is also helpful to identify any remaining actions that must be completed before the break. Payment instructions, contract signings, and other time sensitive items should be addressed as early as possible. For tasks that cannot be completed until after the holidays, assign clear ownership so that follow up is automatic once work resumes.
Communicate Expectations
Expectations should be communicated clearly, particularly if due diligence or review processes will continue during the holiday period. Confirm timelines, clarify what is expected before January, and provide a single designated contact for any emergencies. This kind of upfront structure helps all parties stay aligned during a time when availability varies widely.
Plan for Post-Holiday Follow-Up
Finally, plan your post holiday follow up before you log off. Create a short list of immediate priorities for the first days back and schedule any key meetings or check ins for early January. This preparation ensures that the new year begins with direction, momentum, and a clear path forward.
