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Knowledge Transfer Plan
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Information Captured Page
An automated schedule (with instructions) to track status, dates and hours required to complete
components 1 – 8.
Provides instructions to complete components 1 – 8.
Identifies key contacts (internal & external) and their relationships to the position's functions.
List and description of the position's assignments.
List and description of the position's deliverables, status of work in progress and deliverables not yet
Identifies the position's activities which are not planned or part of a deliverable.
List and detail on meetings regularly attended/coordinated by the position.
Catalog and storage location of vital information pertinent to this position that consists of: (1)
technology, (2) processes, (3) performance enhancement and (4) resource tools.
Active list of issues and risks inherent with (or observed by) this position.
List of lessons learned from the individual's experiences while in this position.
Table of Contents