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Knowledge Transfer Plan

 Related terms: Employee transition plan
  • Ensuring smooth transition of responsibilities during turnover
  • Identifying key projects, stakeholders, and pending tasks of departing employee
  • Highlighting urgent approvals, decisions, or escalations that need attention
  • Providing recommendations for the successor to ensure continuity
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Downloads 232 downloads Type Template Publication date October 04, 2024 Topics Employee RelationsHR OperationsTalent Management

This knowledge transfer plan template ensures a smooth handover of responsibilities by providing a comprehensive overview of key projects, stakeholders, tasks, and critical information necessary for the successor to quickly transition and maintain continuity. Use it to help safeguard institutional knowledge, minimize disruptions, and support workforce planning during employee transitions. This resource includes:

  • General information
  • Handover questions
  • Projects
  • Recurring tasks

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