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Run: Retirement Transition and Knowledge Transfer Survey

A pre-retirement survey to gauge transition timing, phased retirement interest, mentoring willingness, and the knowledge transfer needed before a long-tenure...

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Transition Intent

How likely are you to remain in your role through the planned transition period? (required)

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. (required)

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? (required)

Describe the work that depends most on your experience, judgment, or relationships

How well documented are your key workflows, contacts, and recurring tasks today? (required)

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

Yes No N/A

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. (required)

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

Yes No N/A

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

Get your results

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