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Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.
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Use this template to outline the minimum requirements for your critical roles.
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Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
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Use this template to record your organization's succession plan.
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Use this tool to create a cost-cutting plan.
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The Knowledge Transfer Risk Assessment Tool is used to identify the risk profile of knowledge sources and the knowledge they have.
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Use this template to provide voluntarily departing employees with key information prior to leaving the organization.
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Use this tool to carry out and communicate terminations smoothly through thoughtful planning and consideration of the termination's impact.
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Exit Summaries are short documents that help ensure all departing employees leave the organization with the necessary information about final pay, benefits, and contact...
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Use this template to ensure that job-related knowledge is not lost when employees leave the organization.
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