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Knowledge Transfer Template

This document contains templates for an employee knowledge transfer upon termination or transfer. It includes sections for job details, contacts, standard operating procedures, regulatory groups to interface with, important files and their retention periods, assigned equipment, and a project status report. The employee is asked to provide relevant information to help transition their responsibilities and ensure business continuity.

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AV Digital
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82 views

Knowledge Transfer Template

This document contains templates for an employee knowledge transfer upon termination or transfer. It includes sections for job details, contacts, standard operating procedures, regulatory groups to interface with, important files and their retention periods, assigned equipment, and a project status report. The employee is asked to provide relevant information to help transition their responsibilities and ensure business continuity.

Uploaded by

AV Digital
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Employee Knowledge

Transfer Template

Employee Name

Job Title

Department

Termination/Transfer Date

Step 1: Complete Project/Active Work Status Report


1. Are there key contacts (internal/external) other than those identified on the Project/Active Work Status
Step 2:Report
Answer the Following
to whom Questions
we should be introduced to before you leave the department/organization? If yes, please
list and indicate when we might plan for such introductions.

2. 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.

Revised Dec 2020


3. Identify any internal units/groups or external agencies and regulatory groups (i.e. municipal,
provincial, federal) to whom it is necessary for us to interact in order to fulfil the duties of your
position.

4. Are there specific files/records related to your 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.

5. List important historical/reference documents, if any, in your possession.

Revised Dec 2020


6. What equipment was assigned to you for your use? Where is the equipment?

7. May we contact you if we have additional questions? If so, please provide a contact number or email
address we should use to reach you.

8. Is there other information not requested on this form that you feel would be helpful for us to know? If yes,
please provide. (Should you require more space for any of the above items, please attach a typed page or
document).

Revised Dec 2020


Project/Active Work
Status Report

Project
Description

Client Contact
Information

Key Project
Contacts

Status of Project

Timeline for
Delivery

Special
Concerns

Location of
Working
Files/Documents

Comments

Revised Dec 2020

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