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Knowledge Transfer Template
Knowledge Transfer Plan
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Schedule
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Overall Start/End Dates
These fields represent the overall start and end dates for the entire knowledge transfer process (i.e. "Start Date" is the earliest start date for any of the components and
"End Date" is the latest end date for any of the components).
The earliest start and latest end date automatically populates.
“Types of Knowledge Transfer Strategies Used”
List the Knowledge Transfer Strategies (e.g. mentor programs, job shadowing, procedures manual, etc.) used during the course of this process.
“KTM Plan (initial approval)" and "Overall KTM Completion (sign-off)”
Prior to starting the transfer process, Manager or Supervisor reviews/approves draft KTM plan; and then signs & dates "KTM Plan (initial approval)"
Once the entire KTM process is complete, the knowledge transfer giver and receiver sign-off by entering their name and date of final completion (insert additional sign-off
rows as required if responsibility was transferred to multiple persons).
The Manager or Supervisor signs-off overall once he/she concurs the knowledge giver and receiver have completed the entire process.
Note: Overall sign-off implies that the knowledge transfer process is successfully complete.
"Start Date" column:
This is the start date (i.e., dd/mm/yy) of the first KT activity scheduled for the component.
Data is automatically generated and extracted from the worksheet for the specific component. Ensure the dates and data formula calculation in each worksheet is accurate
(insertion of additional cells may alter preset calculations).
"End Date" column:
This is the end date (i.e., dd/mm/yy) of the last KT activity scheduled for the component.
Data is automatically generated and extracted from the worksheet for the specific component. Ensure the dates and data formula calculation in each worksheet is accurate
(insertion of additional cells may alter preset calculations).
TOTAL Knowledge Transfer Effort Required (in hours)
This is the total hours required to complete the entire KTM process.
The total number of hours automatically generates (ensure cell formula calculation is accurate).
"Hours Required" column:
This is the total time required to transfer knowledge for the specific component.
Data is automatically generated and extracted from the worksheet for the specific component.
Ensure the formula and data in each worksheet is accurate (insertion of additional cells may alter preset calculations).
Complete all eight (8) components PRIOR to completing fields 2 through 10 of the "Production Schedule."
"Status" and "Comments" are entered manually.
"Status" column:
Enter data manually by selecting a value from the drop down list.
Select the applicable status from the drop down list: "Not Started", "In Progress" or "Complete"
Set the color of the cell as applicable:
Green - On schedule to complete by the "End Date"
Blue - Behind schedule but will complete by the "End Date" (insert reason into the "Comments" cell)
Red - Behind Schedule and will NOT complete by the "End Date" (insert reason into the "Comments" cell)
Instructions
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