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Knowledge Transfer Planning Template

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Knowledge Transfer Planning Template

General Information

Job Title
Termination/Transfer Date

Answer the following questions

Are there key contacts (internal/external) other than those identified on the Project/Active Work Status Report to whom we should be introduced before you leave the department/organization? If yes, please list and indicate when we might plan for such introductions.
Do Standard Operating Procedures (SOPs) exist for your role? If yes, are they up to date, and please provide the location and last date of revision.
Identify external agencies and regulatory groups (i.e., City/State/Federal) with whom it is necessary for us to interact in order to fulfill duties of your position.
Are there specific files/records related to current or past projects that should be retained over a defined period of time? If yes, please list, identify the location of each, and include the retention period.
List important historical/reference documents, if any, in your possession.
What equipment was assigned to you for use? Where is the equipment?
Is there other information not requested on this form that you feel it would be helpful for us to know? If yes, please provide.

Project Status Report

Client Contact Information
Key NYU Contacts with Knowledge of Project
Status of Project
Time Line for Delivery
Special Concerns
Location of Working Files

Signature and comments

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