Knowledge transfer planner
Handover Roadmap
- Documentation Departing person documents processes, key information, and existing knowledge for the successor.
- Shadowing Successor shadows the departing person in daily work to observe practical workflows and clarify questions.
- Trial Phase Successor performs tasks independently while the departing person provides support and feedback.
| Task | Milestone | Deadline | Status |
|---|
Instructions: Using the Knowledge Transfer Planner
With the Knowledge Transfer Planner, you can organize the transfer of knowledge from departing key personnel in a structured and efficient way. This tool helps you create a handover roadmap with key milestones and deadlines.
How the Application Works
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1. Identify the Key Person:
In the “Departing Key Person” field, enter the name of the individual whose responsibilities are to be handed over. -
2. Capture Core Tasks:
Enter each critical task of the key person on its own line in the “Core Tasks” field.
Tip: The more precisely you describe the tasks, the clearer the handover roadmap will be. -
3. Select the Timeframe:
Specify the start date of the handover phase (“Handover Start”) and the departure date of the key person. Tasks and milestones will be scheduled between these dates. -
4. Generate the Roadmap:
Click “Generate Roadmap.” The tool will automatically create a structured handover plan for each task with the following phases and deadlines:- Documentation Completed
- Shadowing Completed (successor shadows the role)
- Trial Phase Passed (successor performs independently)
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5. Use the Results:
After submission, you’ll see a table showing all tasks, their milestones, deadlines, and current status (pending, today, overdue).
Tips for a Successful Knowledge Transfer
- Capture every critical task. Don’t miss anything!
- Use the generated data as the basis for regular handover meetings.
- Document any questions or special considerations in writing, too.
- Stick to deadlines—the status indicator helps you stay on track.
Goal: This software helps prevent knowledge loss and ensures a structured, traceable onboarding process for your successors in the organization.
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Article Summary
The Knowledge Transfer Planner helps organize and document the handover of responsibilities from departing key personnel, ensuring a structured and traceable process. It creates a detailed roadmap with milestones, deadlines, and status tracking to prevent knowledge loss during transitions.
