Retirement Transition and Knowledge Transfer Survey

Pre-retirement survey to assess phased transition interest, mentoring opportunities, and knowledge transfer needs before a long-tenured employee departs.

Transition Intent

• How likely are you to remain in your role through the planned transition period?
  5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree
• I am open to a phased retirement or reduced-hours transition if it helps the organization prepare for my departure.
  5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree
• What transition timeline would work best for you?
  Choose the option that best matches your preferred transition pace
• If you rated your willingness to stay through transition as 3 or below, what concerns or constraints should we plan around?
  Open-ended follow-up for lower ratings

Knowledge Transfer Priorities

• Which responsibilities, processes, or decisions would be hardest to transfer if you left unexpectedly?
  Describe the work that depends most on your experience, judgment, or relationships
• How well documented are your key workflows, contacts, and recurring tasks today?
  5-point Likert scale: Very poorly documented, Poorly documented, Adequately documented, Well documented, Very well documented
• Which knowledge areas need the most urgent documentation before your departure?
  Select all that apply
• If your documentation readiness is 3 or below, what is missing or difficult to capture?
  Open-ended follow-up for lower ratings

Mentoring and Handoff

• I would be willing to mentor or train a successor, backup, or cross-trained colleague.
  5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree
• What mentoring or handoff activities would be most effective for transferring your expertise?
  Select all that apply
• Who should be involved in the handoff of your responsibilities?
  List roles, teams, or individuals rather than personal identifiers when possible
• If you rated your willingness to mentor as 3 or below, what would make the handoff easier or more manageable?
  Open-ended follow-up for lower ratings

Support Needs and Anything Else

• What support would help you complete a smooth transition?
  Examples: documentation time, admin support, training sessions, shadowing, or transition planning meetings
• What should leadership know to reduce disruption for your team and customers during the transition?
  Focus on operational continuity, customer impact, and risk areas
• Anything else you'd like to share about your transition or knowledge transfer needs?
  Final open-ended question