Knowledge Transition Template

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Version
No.

Date
Revised

Template Revision Control Table

Change
A/M/D
Prepared By
Description
(Add/Modify/

Approved
By

Knowledge Transition v2.0

Deleted)
1.0

23-Feb-10

KT Template
Release

M&A

Sharvanee
Ganachary

Rajashekhar
Chappi

2.0

2-Jan-12

Updated

Kalyan Guduri

Rajashekhar
Chappi

Versio
n No.

Date
Revised

Document Revision Control Table

A/M/D
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Table of Content

CTEL Proprietary and Confidential

Knowledge Transition v2.0

1
2
3
4
5
6
7
8
9
10
11
12

KT Details............................................................................................................. 4
List out the activities which require follow up.........................................................4
List out the pending activities if you are responsible to close..................................4
Activities / Initiatives yet to start, which are still under discussion..........................4
List of key external contacts..................................................................................4
List of Meetings.................................................................................................... 5
Initiative to be carried out.....................................................................................5
List of tools Used / under pursuance in the function................................................5
Issues & Risks....................................................................................................... 5
List of important Documents..................................................................................6
Lessons learnt....................................................................................................... 6
KT Signof............................................................................................................. 6

CTEL Proprietary and Confidential

Knowledge Transition v2.0

1 KT Details
Name of the Project/Function
Reporting to
Transition Given By
Role
Transition Provided to
Role of the person receiving
transition
Transition Start Date
Transition End Date

HRIS
RIAZ
Engineer Technology

2 List out the activities which require follow up

S.
No.

Activity

Description

Responsible person

Current Status

3 List out the pending activities if you are responsible

to close
S.
No.

Activities

Reasons for not

closing

Responsible person

Current Status

4 Activities/ Initiatives yet to start, which are still

under discussion
S.
No.

Activities

Discussed with

Responsible person

Current Status

5 List of key external contacts

Name

Organizati
on

Address

Phone
& Email

CTEL Proprietary and Confidential

Relationshi
p
Descriptio
n

Comments

Knowledge Transition v2.0

6 List of Meetings
Meeting
Name

Type of
meeting

Frequency

(Internal
team
meeting,
Delivery
call, Sr.
Manageme
nt meeting
etc.)

Your Role in
the meeting

Day and
time of
the
meeting

(Coordinator,
Participant etc)

Output of
the
meeting

Responsib
ility of
reporting

(Weekly
status
report/MOM)

7 Initiative to be carried out

Name of
the
initiative

Level of execution of the initiative

(Org Level/Project Level/Account
Level)

Responsible Person

8 List of tools Used / under pursuance in the function

Name of the
Tool/Application

Purpose

Status Of
Implementation
(Full, Under
Pursuance,
Under Pilot
phase etc.)

Level Of
Access
required

Technical
Team
Contact
Person

Contingen
cy plan

Status(Open
/Closed)

9 Issues & Risks

Issue/Risk

Impact

Owner of the
risk

Mitigation Plan

CTEL Proprietary and Confidential

Knowledge Transition v2.0

10 List of important Documents

Name of the
document/pro
cess

Location (Path)

Brief description of the process

11 Lessons learnt
What went well?

What needs
improvement?

Suggestions for
Improvement

Lessons
Learned

12 KT Signof
Name

Comments

Date of Signof

Person Giving KT:

Person Receiving KT
Manager/Supervisor:

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