Project Knowledge Transfer Workflow

What this workflow produces: A knowledge transfer document capturing project context, decisions made, risks, and handoff notes.

  1. Step 1 — Document current state

    Compile: project overview, key decisions made, open items, risks identified, key stakeholders, and relevant artifacts.

  2. Step 2 — Run Knowledge Transfer prompt

    Input compiled context. Output: structured KT document with executive summary, decision log, open items, risk register, and handoff notes.

  3. Step 3 — Review with outgoing and incoming parties

    Walk through the document in a handoff session. Confirm completeness.

  4. Step 4 — File and distribute

    Store in the appropriate shared document location. Distribute to all stakeholders.