Knowledge Transfer

New Template

Knowledge transfer is an important aspect of project management. It is not uncommon to need to pass information from one person to another during a project life cycle. The following is a partial list of the key points to consider during the knowledge transfer process. Download this project management template from my website.

Your Check List

• Conduct project schedule walk through
• Review MS Project ® Schedule’s Milestones & Deliverables
• Review MS Project ® Schedule’s External Dependencies
• Review MS Project ® Schedule’s special formats, calculations, and macros if any have been configured for the project
• Review existing processes and procedures for collecting weekly schedule updates
• Review existing processes and procedures for collecting status, including changes, action items, issues & risks.
• Provide project organization chart as well as company organization chart
• Provide contact list that include name, e-mail, work telephone number and cell telephone number or alternate telephone number.
• Identify the access that will be needed to project repositories, secure websites, or other tools used.

(Please go to my project management templates page to download your free knowledge transfer template!)