Contacts list template

Use this template to record the people your contact knows who have knowledge which should be retained or transferred.

What's included in the template?

About your contact

• name
• leaving date
• role
• date completed

About their contacts

• Who? (contact name)
• Where? (address/tel./email)
• What? (what are this person’s areas of expertise?)
• How? (how to approach them and get the best out of them)
• Why? (why do you value this contact? Is the knowledge going one-way or two ways?)

Download the template.

Rename this document “your name… contacts list” 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.