Lontra HR · Worksheet

Knowledge transfer plan

For each critical task, document the trigger, handover owner and practice case. Record what the successor can do and which items stay open.

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Task and trigger	Owners	Reference and access	Practice case	Acceptance evidence and review date
Fictional example — Decide whether to release a late dispatch	Outgoing lead → incoming lead. Reviewer: operations supervisor.	Dispatch manifest and exception note. Check both permissions.	Ordinary load, then missing carrier confirmation	Successor finds the open decision and uses the approved escalation route. Rehearse again after access is granted.
Your critical task	Outgoing owner, successor, reviewer	Where the current reference lives and who confirms access	Routine case and consequential exception	Observable pass condition, result and next review