Knowledge Retention and Transfer Toolkit (KRT) contact list template

Use this template to record the people your contact knows who have knowledge which should be retained or transferred.

What's included in the template?

About your contact

• Name:
• Leaving date:
• Role:
• Date completed:

About their contacts

• Who? (contact name):
• Where? (Address/telephone/email):
• What? (What are this person’s areas of expertise?):
• How? (How to approach them and get the best out of them):
• Why? (Why do you value this contact? Is the knowledge going one-way or 2 ways?):

Using this template

Rename this document “your name… contacts list” and save it in a shared drive available to the team you work with. 

To make it easier for people to find your list create a folder called Leavers Knowledge Retention and Transfer Toolkit (KRT) on the shared drive.