# SaaS offboarding checklist worksheet

Adapt this planning resource to your environment. Examples are illustrative, not completed checks. Do not record secrets.

- Service / scope:
- Accountable owner:
- Reviewer:
- Environment / version:
- Review date:
- Approval / change reference:
- Next review trigger:

## Confirm authority, timing and scope

- [ ] Obtain the authorised departure or role-change instruction and the effective time.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Transfer business ownership first where appropriate

- [ ] Identify documents, mailboxes, workflows, code repositories and subscriptions that depend on the departing account.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Revoke access across all layers

- [ ] At the approved time, block or disable sign-in and apply the provider’s session and token revocation process.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Close with evidence and a retention review

| Step | Completion evidence | Your record | Owner | Evidence reference | Status / due date |
| --- | --- | --- | --- | --- | --- |
| Authority | Approved scope and effective time |  |  |  |  |
| Ownership | New owners and validated workflows |  |  |  |  |
| Retention | Service-specific preservation decision |  |  |  |  |
| Access | Sign-in, sessions, tokens and downstream checks |  |  |  |  |
| Closure | Licences, later deletion tasks and exceptions |  |  |  |  |

## Closure

- Outcome: not started / pass / partial pass / fail
- Exceptions, owner and due date:
- Acceptance / approval:
- Follow-up and cleanup:

Source article: https://happysysadm.com/cloud-administration/saas-offboarding-checklist/