Whether staff are retiring, leaving the institution, or transferring within the University of Iowa; their departure from their position can leave a significant gap in the valuable knowledge gained and demonstrated over time by the outgoing employee.
Knowledge Transfer Document
The Knowledge Transfer Document has been developed by University Human Resources to be a resource utilized by the outgoing employee and their supervisor to capture critical knowledge and enable the transfer of knowledge to others in the unit, including a new employee. The goal of this document is to ensure business continuity and provide supervisors with a clearly documented resource to help onboard new staff to facilitate a seamless transition.
The Knowledge Transfer Document is a template to document the following information:
Roles, Responsibilities, and Processes
Ongoing and Upcoming Projects
Tools, Resources, and Records
Key Contacts, Stakeholders, and Communications
Additional Items for Consideration
Download the Template
Units are encouraged to use this template as a starting point, adding additional relevant information depending on unique position, departmental, or organizational needs.