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KT handover checklist

1. Handover Planning

Identify the objectives and goals of the KT process.

Determine the timeline for the handover.

Assign roles and responsibilities within the teams.

Create a communication plan to keep everyone informed.

2. Inventory of Knowledge Assets

Compile a list of all knowledge assets, including tools and resources.

Identify critical areas of knowledge that need to be transferred.

Assess the current state of documentation and identify gaps.

Prioritize knowledge areas based on complexity and importance.

3. Training Material Development

Create or update training materials tailored for the incoming team.

Develop quick reference guides and cheat sheets for essential tasks.

Prepare slide decks or recorded sessions for remote participants.

Ensure all materials are easily accessible and well-organized.

4. Interactive Knowledge Sharing

Organize workshops or interactive sessions for collaborative learning.

Encourage team members to share experiences and insights.

Use case studies or real-world scenarios to illustrate key concepts.

Facilitate group discussions to enhance understanding.

5. System Access and Permissions

Ensure the incoming team has the necessary access to systems and tools.

Verify that all permissions are correctly configured.

Provide login credentials and access to shared drives or repositories.

Conduct a walkthrough of security protocols and compliance requirements.

6. Transition Monitoring

Establish a timeline for monitoring the transition process.

Schedule regular check-ins to assess progress and address challenges.

Gather feedback from both outgoing and incoming team members.

Document any issues and create action plans for resolution.

7. Final Assessment and Documentation

Conduct a comprehensive review of the KT process and outcomes.

Collect feedback from participants on the effectiveness of the handover.

Finalize and distribute the handover report, including lessons learned.

Ensure all knowledge assets are archived for future reference.

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