Knowledge prioritisation and transfer plan

Use these tips to devise your knowledge transfer plan.

Here are some prompts to help you identify knowledge at risk:

1. What do you think is the most important knowledge in your current role, which is not commonly known by team members?

2. Which activities require specific skills that other, less experienced individuals may not have?

3. Are there specific, software, tools, techniques you frequently use that others may not be familiar with?

4. Are there pressing issues (decisions, threats, opportunities, events) specific to your role, which need to be resolved urgently?

5. Are there any dormant issues that need to be dealt with in the long term?

6. Are there any specific people skills you bring to bear which help you get the job done/resolve problems?

7. Who are your key contacts (internal or external) for expert advice, decisions, permissions?  Are these known to other members within the Team?

8. What is most likely to go wrong and how do you usually respond?

9. What is the key documentation in your role?  Is this readily available to the Team through a shared drive or the intranet?

10. Are there any unexploited ideas or potential improvements/innovations you want to mention?

11. Is there anything else in relation to this role that we haven’t covered and we should be aware? E.g. lessons learned, particular challenges.

What's included in the template?

About your contact

• Name:
• Role:
• Date leaving:
• Date completed:
• KRT facilitator:
• Session date:

Knowledge prioritisation

Knowledge area at risk:

Transfer actions:

 

Download the template.

Rename this document “your name… Useful Resources” and save it in a shared drive available to the team you work with.  

To make it easier for people to find your list create a folder called Leavers Knowledge Retention and Transfer Toolkit (KRT) on the shared drive.