Fitness Instructor Transition Checklist
Complete this checklist to ensure a smooth and thorough transition when a fitness instructor leaves or changes roles.
Instructor Full Name
*
First Name
Last Name
Instructor Email Address
*
example@example.com
Transition Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
List of Clients Being Transferred (include client names and contact info)
*
Upcoming Classes/Sessions to be Covered (dates, times, and replacement instructor if known)
*
Have all client records and progress notes been handed over to the new instructor?
*
Yes
No
Have all keys, access cards, or facility codes been returned?
*
Yes
No
List any equipment or materials that have been returned or still need to be returned
*
Are there any outstanding tasks or unresolved issues? If yes, please specify.
*
No outstanding tasks
Yes (please specify below)
Details of outstanding tasks or issues (if any)
Additional notes or instructions for the incoming instructor
Supervisor/Manager Name
*
First Name
Last Name
Supervisor/Manager Comments
Submit Checklist
Should be Empty: