knowledge-transfer-plan

name	knowledge-transfer-plan
enabled	true
description	Use when performing knowledge transfer plan — structures a knowledge transfer plan for engineering teams facing team transitions, departures, or domain ownership changes. This template ensures critical knowledge about systems, processes, and tribal context is documented, transferred to receiving team members, and validated before the transition is complete.
required_connections	[{"prefix":"collaboration","label":"Collaboration Tool"},{"prefix":"ticketing","label":"Ticketing System"}]
config_fields	[{"key":"transfer_reason","label":"Transfer Reason","required":true,"placeholder":"e.g., Team member departure, ownership transfer, re-org"},{"key":"source_person","label":"Knowledge Source (Person/Team)","required":true,"placeholder":"e.g., Jane Smith or Platform Team"},{"key":"target_person","label":"Knowledge Recipient (Person/Team)","required":true,"placeholder":"e.g., John Doe or API Team"},{"key":"deadline","label":"Transfer Deadline","required":true,"placeholder":"e.g., 2026-04-15"}]
features	["KNOWLEDGE_TRANSFER","ENGINEERING_MANAGEMENT","DOCUMENTATION"]

Knowledge Transfer Plan

Phase 1: Knowledge Inventory

Catalog all knowledge areas that need to be transferred.

Knowledge Area	Type	Criticality (H/M/L)	Documentation Exists	Transfer Method
	System / Process / Domain		Y/N	Pairing / Doc / Walkthrough

Knowledge Types:

• System architecture and design decisions
• Operational procedures and runbooks
• Business domain context and rules
• Key stakeholder relationships
• Historical context (why things are the way they are)
• Undocumented tribal knowledge
• Credentials, access, and administrative procedures

Phase 2: Documentation Sprint

For each knowledge area with missing or outdated documentation:

• Create or update architecture diagrams
• Document key design decisions and trade-offs
• Record operational procedures as runbooks
• Document common failure modes and their resolutions
• Capture FAQ and troubleshooting guides
• Record or transcribe walkthrough sessions

Document	Author	Reviewer	Status
			Draft / Review / Complete

Phase 3: Transfer Sessions

Schedule and conduct structured knowledge transfer sessions.

Session Topic	Date	Duration