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Knowledge Transfer Planning Template

Project planning is an essential step in any project, and it’s important to make sure the team adopts a method that is effective and efficient. By using this employee knowledge transfer template, you can help the team plan a successful project

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General Information
Name
Job Title
Manager
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
Project
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
Signature
Comments
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Make the team thrive with an employee knowledge transfer template


A KT checklist is an essential tool for organizations that want to ensure their knowledge and expertise are available for future use. It can help companies focus on the knowledge and expertise that needs to be shared with the workers, while also allowing them to assess how important a task is to the mission of the organization.


An employee knowledge transfer checklist can help businesses identify which tasks need to be completed in order not to hinder their ability to function effectively in the future. So, whether you’re looking for an efficient way to organize your information or just want to protect your business from potential setbacks, a KT checklist is definitely something worth exploring!

Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.

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