Back to binderDocument 05 · Knowledge Transfer Memo

What only the incumbent knows.

One memo per critical role. Write while the incumbent is still here (planned), or reverse-engineer from records (emergency). Build one for the CEO. Then the CFO. Then any role where the loss would be measured in months, not weeks.

What this role is actually responsible for. Outcomes, not tasks.

The top 5–10 people. Customers, vendors, board, regulators.

What this role decides weekly, monthly, quarterly?

What's currently active that the successor will inherit mid-stream?

The things the incumbent does without thinking. The 'institutional memory.'

Information someone has already paid for. Save the successor from repeating it.

Save & exit