Begin knowledge transfer

Simplify your knowledge transfer process with our free template

Begin knowledge transfer

When you’re in the middle of a knowledge transfer, you’re already juggling a lot. So leave the organization to us! We designed this useful spreadsheet to help you keep track of every important detail. All you have to do is download it and get started.

knowledge transfer spreadsheet illustration accented with blue and pink circles

This template makes knowledge transfer easy (peasy)

  • Pick your file type. We weren’t sure if you prefer Google Sheets or Excel, so we made you both. Choose whichever is best for you!
  • Get started right away. We know you need a tool that just works so you can get to work. It only takes about 3 minutes to download and read through the spreadsheet.
  • Everything you need is included. We’ve already thought through all the important parts, so you can start organizing and be confident you’re not forgetting anything.
Begin knowledge transfer