Knowledge Transfer: Plans & Templates

What happens when your experienced employee leaves the organization?

Have you planned anything regarding the process of knowledge transfer from one employee to another?

Well, the organization needs to be ready with a list of questionnaires or areas for capturing the knowledge transfer that exists between the knowledge workers.

But how to proceed ahead?

We have a list of inspiring plans and templates that help you and your organization with the best possible solution in terms of questionnaires for different enterprises. So, let’s begin and understand what it is.

Knowledge Transfer Plans and Templates

  1. Knowledge Transfer Template for Employees

    Consider the scenario when employees leave the job for any specific reason, and the organization accepts their resignation. But what about their expertise and knowledge they possess?

    The organization needs to be ready with the specific plan and activities that new employees will undertake.

    So, what’s that plan?

    How will organizations be ready and transfer knowledge from old employees to new employees?

    Through knowledge transfer?

    Yes, you are right. Knowledge transfer through template. The template allows old employees to transfer knowledge and information to new employees, who are joining the company. Here’s the one example template that you can download.

    In this template, you will find a list of questionnaires that help your employees to transfer knowledge in a well-defined manner. Usually, the organization maintains this template to smoothly practice the running tasks and activities to recover from knowledge loss efficiently.

  2. Knowledge Transfer Template for University

    The next template in our list is for universities.

    Academic organizations typically use theoretical and practical approaches to identifying barriers and facilitators of the knowledge transfer systems. The primary goal of creating a knowledge transfer template is to gain leadership skills for academic purposes.

    Teaching and non-teaching members can download this template to transfer their knowledge to the new individuals.

    The template includes essential information about the questionnaires that exist for the university. It contains the knowledge repository information related to transferred knowledge within the university.

  3. Knowledge Transfer Template for Clerk Certification Class Credit

    This template allows the individuals to share their expertise and knowledge that they possess with the organization. It also provides the list of questionnaires related to their working experience. By answering each question, the organization’s experts can quickly grab the opportunities to transfer different kinds of knowledge to the right people in the best way.

    Here’s the sample template that you can download and get the idea.

  4. Knowledge Transfer Template for SMEs

    Small and medium enterprises use the knowledge transfer templates to share the information and knowledge to new employees who are joining the organization. It is one of the best methods to deal with multiple types of knowledge shared in SMEs’ knowledge transfer program.

    An individual or developers in SMEs can easily use this template to effectively deal with knowledge sharing capabilities.

    Employees of small and medium size businesses can download this sample template and get the idea.

Essential Steps To Perform Knowledge Transfer

Steps for knowledge transfer

  1. Decide What Information You Need To Keep

    The organization must be ready with the information. Depending on your business needs, the first thing that employees need to do is to identify the information that people look for nowadays.

    The information usually comes in many forms ranging from necessary metrics like getting customer logs to responding to customer’s complex queries.

    You can enhance the performance of an organization’s culture by considering the following metrics of effective knowledge transfer process:

    • Brainstorming innovative ideas
    • Work shadowing
    • Learning new impressive leadership skills
    • Organizing expert sessions
    • Fetching the solution to complex issues
    • Developing new projects
  2. Create A Method For Documenting That Knowledge

    Where does the organization or a team member save the information?

    Word documents, Excel sheets, and even Powerpoint presentations can be easily saved to our local or cloud system. But it’s not the same for company knowledge. Instead, you need to define a specific process for such a case.

    For example, the documentation of the customer service call is a very tedious and impossible process. The best recommendation is to use techniques like recording audio and video calls.

    In addition to it, it becomes evident that using various media types like images, videos, and graphical representation in the content become more comfortable for the reader to understand.

    The company must follow the effective knowledge transfer plan for its employees in a specified format. The primary cause behind it is that the employees must know when and where the information must be saved for future purposes.

  3. Choose A Platform To Facilitate Knowledge Transfer

    Now, you are ready with the information that you want to retain. The next step is to identify the technology that you want to apply in your working system. Employees are not part of this knowledge transfer strategy.

    Most organizations fail to preserve the knowledge as they rely on the employees to determine what and where to save the information. Moreover, they provide appropriate training for such processes and inform them to use tools like Google Drive or Sharepoint, which are somewhat disorganized.

    Is there any specific platform that supports knowledge transfer?

    You will often come across many knowledge base software that helps you save time and money. But the exciting part of the knowledge-sharing platform named “The Cloud Tutorial” that is the best KMS system for any business needs. The platform helps in

    • Creating FAQ sites with ease
    • Sharing user manuals, guides, and release notes
    • Creating SOP for the organization
    • Supporting knowledge-base articles

    Build an advanced knowledge base for your customers and give them answers fast – real fast.

    Take your app and help center to the next level with The Cloud Tutorial.

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  4. Apply Your Technology For Running Knowledge Transfer Efforts

    The company’s knowledge is ever-growing, and for that particular cause, the knowledge transfer plan reflects the most. Planning is the essential factor before implementing the process to transfer the knowledge in the knowledge management strategy.

    It becomes of prime importance for any organization to adopt the technology and right platform for knowledge sharing to gain colossal potential for enhancing business performance. Apart from creating documentation, the organization should allow the employees to regularly use the interactive tool to search for the information they need.

    Using tools that feature Q&A and robust search, the employees can efficiently deal with a subject matter expert that answers the same question repeatedly. A large number of customer support to keep the knowledge alive makes the perfect knowledge-sharing platform.

  5. Apply Knowledge & Measure Results

    Now, the time has come to apply the knowledge and wait for its impressive outcomes.

    The organization uses appropriate knowledge management tools to measure its succeeding values across multiple key performance indicators (KPIs).

    Consider the scenario where the knowledge that is to be shared is possibly related to the solution of a complex business issue. An appropriate team member must be given a priority task to perform the problem-solving capabilities and generate reports on the results generated.

    Hubspot and Pipedrive are the best examples that can easily track the tasks, set the benchmarks, and identify your application measures. You can achieve great success if knowledge is being used at the perfect time and perfect place.

  6. Create New Knowledge

    Do you or team members in the organization have their idea of implementing specific knowledge or information?

    Just go ahead and start working on knowledge management’s best practices to be applied to other organization areas. If your luck is good and the results are coming quite interesting, then a new way of innovation in knowledge transfer occurs for the long term.

    If your organization has a perfect and effective knowledge transfer system, there is no need to worry about working on new ideas and problem-solving capabilities.

    So, we have seen the essential steps that mention knowledge management’s power covering up the session that undergoes the transfer of knowledge among each other in the organization.

Create a Knowledge Transfer Plan for Your Business

Steps for knowledge transfer Plan

A robust knowledge transfer plan typically differs from business to business, no matter size and shape. However, certain things need to be taken into consideration before moving to implement the knowledge transfer.

  1. Identify the Key Knowledge Holders in Your Organization

    No one in this world is perfect, but the working experience makes an individual perfect. It is the organization’s prime and significant responsibility to search for one person that holds the correct knowledge for your business needs.

  2. Motivate Them to Share

    Motivation is the key to the success of your organization. And such stimulation enhances the idea of people and expert professionals that work within the organization to share their knowledge. Provide them with the experience of using the various platforms in their working culture.

  3. Make Sharing Easy

    Sharing knowledge within and outside the organization must be smooth. We just need to make sure that the team members have access to fast and easy-to-use tools.

  4. Measure Results Consistently

    For businesses to achieve great success to the next level, they must set specific standards and benchmarks, track the project’s status, and finally must have the ability to communicate the results to other team members.

  5. Apply the Knowledge

    Whatever knowledge is available, whether small or big, start implementing it; another option that the organizations must-try is providing incentives to the employees, which bring motivation to team members.

  6. Continue Generating Knowledge

    Knowledge sharing must be available in any form, whether through industry experts, training sessions, or even encouraging community forums to share knowledge or company information to the employees. Always be ready to share information in order to enhance business performance, innovation, and collaboration in your organization.

Build an advanced knowledge base for your customers and give them answers fast – real fast.

Take your app and help center to the next level with The Cloud Tutorial.

Sign Up Now For Free


KT sessions are referred to as knowledge transfer sessions. Consider the scenario when an employee who has more knowledge on leading technologies leaves the job. New employees have multiple opportunities to learn the same technology, which is possible using KT sessions.
Explicit knowledge is usually transferred by using documentation, exit interview, debriefing, and even training.

The tacit knowledge is transferred using the following ways:

  • Using collaboration and social networks
  • Show your work
  • Storytelling
  • Guided experience
  • Tracking lessons learned
  • Reinvention


Which knowledge transfer templates suit the best for you?

We have seen a list of plans and templates specifically for employees, universities, clerk certification and for SMEs. By including a perfect template in your company culture to share the knowledge, the organization quickly enhances the performance and productivity to the next level.

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