Retirement Survey Template
Capture the perspective of retiring employees and their institutional knowledge. Recommended timing: two to four weeks before the final day.
What this survey is for
Preserve knowledge and honor long-tenure perspectives before they walk out the door.
Example questions
- 1
How satisfied are you with your career at this company overall?
Rating
- 2
My contributions were recognized over the course of my career.
Opinion scale
- 3
Do you feel your knowledge has been transferred to your team?
Yes / No
- 4
Which changed most during your time here?
Multiple choice
- 5
What advice would you give leadership for the next decade?
Open text
- 6
What part of your role's knowledge most needs documenting?
Open text
- Send the retirement survey at the moment it's most relevant to the respondent.
- Keep it short — every extra question lowers completion.
- Always include at least one open-text question so AI can surface themes.
- Segment responses by audience and touchpoint to find what to fix first.
- Close the loop with respondents when you act on their feedback.
Frequently asked questions
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