Use this template to record the contact details of key people who have helped you to get work done..
What’s included in the template?
Details of the person moving on
name
- leaving date
- role
- date completed
About their contacts
- Who? (contact name)
- Where? (address/tel./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 two ways?)
Download the 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.