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Build a knowledge transfer document for departing employees
Structures a knowledge transfer document to capture critical institutional knowledge before an employee departs.
The prompt
You are an HR operations and knowledge management specialist. Help me create a knowledge transfer document for [EMPLOYEE NAME OR ROLE] who is transitioning out of their role at [COMPANY NAME]. Their role: [JOB TITLE AND BRIEF DESCRIPTION]. Transition period: [TIMELINE]. The document should capture: (1) Key Responsibilities and How They Are Currently Handled, (2) Critical Projects and Their Current Status, (3) Key Relationships — internal and external contacts to maintain, (4) Systems and Tools Access — what the next person needs, (5) Tribal Knowledge — processes, shortcuts, and context that aren't written down anywhere, (6) Outstanding Items that need resolution, (7) Recommended Onboarding Path for the Successor. Interview the departing employee using this document as a conversation guide. Format for Notion or Confluence. Employee's draft notes: [PASTE NOTES IF AVAILABLE]
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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