Knowledge Transfer Documentation Form

Knowledge Transfer Documentation Form — Form Fields

This operations template includes 13 fields. Capture critical knowledge from departing employees, role transitions, or project handoffs in structured format. Free to customize and use on ZenBuild.

• Knowledge Owner Name (text, required)
• Knowledge Owner Email (email, required)
• Knowledge Recipient Name (text, required)
• Role or Project Being Transferred (text, required)
• Target Transfer Completion Date (text, required)
• Key responsibilities and day-to-day tasks (long text, required)
• Critical systems, tools, and access needed (long text, required)
• Key contacts (internal and external) to know (long text, required)
• Ongoing projects and their current status (long text, required)
• Recurring deadlines, reports, or processes (long text, required)
• Known issues, risks, or things to watch out for (long text, required)
• Supporting documentation or process guides (file upload, optional)
• Transfer completeness level (dropdown selection, required) — options: 100% - fully documented, 75% - mostly complete, 50% - in progress, 25% - just started