# Knowledge transfer plan: [role]

Replace every text in [brackets]. Never write a password into this plan: access goes through the password manager or IT.

| | |
| --- | --- |
| Leaver | [Name, role] |
| Successor | [Name, role] |
| Manager | [Name; keeps this plan and signs it off] |
| Plan start | [First day of the notice period] |
| Last day | [Date] |

## Task inventory

Every recurring task, yearly and quarterly ones first. A browser task gets a recorded step-by-step guide; open work gets one line (status, next step, date).

| Task | Frequency | System | Guide recorded (date, where) | Tested by successor (date) | Exceptions noted |
| --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

## Accounts and access

Include what runs under the leaver's own account: shared mailboxes, scheduled reports, automations.

| System | Role needed | Owner or admin | Access arranged (date) |
| --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] |
| [ ] | [ ] | [ ] | [ ] |

## Exceptions and contacts

Write each exception as a note on the step it changes, in its guide. Here: only the people to ask and outside contacts.

| Who | For what | How to reach them |
| --- | --- | --- |
| [ ] | [ ] | [ ] |

## Schedule

| Week | What happens |
| --- | --- |
| 1 | Task inventory and accounts list; access requested; yearly and quarterly tasks walked through and recorded; tasks due this week recorded as they run |
| 2 | Remaining browser tasks recorded, exceptions noted on their steps; successor shadows the daily work |
| 3 | Test runs: the successor does each task alone from its guide, the leaver watches without helping; every question becomes an edit |
| 4 | Edited tasks tested again; scheduled reports and automations moved; guides stored with the team's procedures; sign-off |

## Sign-off

Every task in the inventory has been done by the successor without help, or is marked as walked through.

Manager: ____________  Date: ____________