SIGMA’s Free Knowledge Transfer Guide

Teaching a new hire the ins and outs of a key position in your organization can seem like a daunting task. There are many things to learn, and so little time. To add to the challenge, sometimes the previous incumbent has already left the organization and is not available to support the transition. If this sounds familiar, then you have come to the right place. SIGMA’s consultants have created a free Knowledge Transfer Guide and accompanying Knowledge Transfer Template with your unique employee transition challenges in mind.

Knowledge Transfer Process

The simple process outlined in SIGMA’s Knowledge Transfer Guide will give you the clarity and structure required to effectively manage succession transitions.

Because we know it’s often not possible to discuss everything with a successor before an incumbent’s departure, this guide also provides recommendations on how to prioritize which duties to address first. In addition, you will learn about common methods for transferring knowledge and when to use each technique (Figure 1). Together, these strategies will give you the tools and confidence to efficiently onboard your organization’s new successor. This will allow for a smooth transition process and reduce losses in productivity.

Figure 1. Common Methods of Knowledge Transfer

What’s Included?

This practical, step-by-step guide will walk you through the process of:

  • Creating a comprehensive list of role duties
  • Prioritizing each duty to efficiently organize resources
  • Documenting critical knowledge for the successor
  • Identifying key contacts and facilitating the transfer of these relationships
  • …and more!

You will also gain access to the companion Knowledge Transfer Template. Use this pre-formatted Excel spreadsheet as you follow along with the guide to record and organize critical information for your successor.

Download the Guide

Ready to get started? Simply fill out the below information to receive your free copy of our guide. We will send the resource materials to your email inbox.

Looking for More?

Need more help, or want support implementing a succession plan in your organization? Contact us today.