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Chapter 7 – Knowledge transfer Sign-off
7.1. Knowledge transfer sign-off
Knowledge transfer (KT) was previously discussed in Step 4 “Co-create the future” and should now be revisited to determine whether planned knowledge transfer activities have been completed.
Knowledge transfer sign-off confirms and documents that the agreed Knowledge transfer objectives have been met and that the relevant information has been appropriately transferred from the programme/project team members to specifically identified stakeholders.
Knowledge transfer can take place using different formats such as workshops, one-on-one sessions, briefings or through joint working. It is important that sessions are documented, and the knowledge transfer sign-off form used to verify involved individuals including leadership and employees have gone through the knowledge transfer process.
7.1.1. Knowledge transfer sign-off – the process
1. Prepare for knowledge transfer meeting
- Establish an agenda and develop the content for the knowledge transfer meeting
- Once an agenda has been established, verify alignment with the knowledge transfer plan and seek approval from the relevant stakeholders
- Prepare the relevant knowledge transfer content for the meeting.
2. Execute Knowledge transfer meeting
- Conduct knowledge transfer meeting with the relevant stakeholders
- Document any concerns or areas for improvements.
3. Define the next steps
- Once the knowledge transfer has been completed in keeping with agreed requirements, fill out knowledge transfer sign-off form for submission and approval by the relevant stakeholder
- The tracker in the knowledge transfer sign-off template should be updated and reviewed regularly to ensure that progress is monitored, and any issues or risks identified are escalated.
