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Knowledge Transfer and Staff Transition Plan Needed

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Anonymous
I have a staff member who has been supporting our CRM application all through development and 6 months after going live. I now need to transition him off of that role and need a template for a plan to transfer the knowledge to ther staff and mange milestones in making that happen.
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Anonymous
Hopefully the CRM solution that you are using is a well documented with all the relevant manuals: 1- Configuration management; 2 - Administrators Guide; 3- Installation guide; 4- end user Guide etc....
A) Ask him to document (print out) all configuration parameters that applies to your installation. And highlight the areas in the configuration document.

B)Document all admin parameters - application server, client , data migration (import /export) etc...

C)Integration Document - the CRM apps with
other apps used in the organization.

D)The history of what problems were encoutered during customization and running and what solutions were found. Any person would love to share the stories. This gives
some insight into issues, which are normally not documented any where.


Before you ease him out of this job, you definitely allow the replacement to work with
this person and participate in preparing the above transition documents.
avatar
Kimberly Reeder Austin, Tx, United States
File attached 
Here's a transition plan template that I have used several times with success.
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1 reply by Silvia Ritzmann
Mar 24, 2017 9:24 AM
Silvia Ritzmann
...
Kimberly, first of all thank you for sharing this info. I was trying to take a look in your template but I am unable to download it, even being logged with my premium account. Would you mind sharing it again?
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Mark Price Perry Business Driven PMO Evangelist| BOT International Orlando, Fl, United States
File attached 
Dear Anonymous, here is a similar transition plan in Microsoft Word format. Regards. -- Mark Perry, VP of Customer Care, BOT International
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1 reply by Silvia Ritzmann
Mar 24, 2017 9:25 AM
Silvia Ritzmann
...
Mark, first of all thank you for sharing this info. I was trying to take a look in your template but I am unable to download it neither in another thread conversation you've posted the same. I am logged with my premium account but getting a permission denied message. Would you mind sharing it again?
avatar
Silvia Ritzmann Curitiba - Pr, Brazil
Apr 29, 2004 1:50 PM
Replying to Kimberly Reeder
...
Here's a transition plan template that I have used several times with success.
Kimberly, first of all thank you for sharing this info. I was trying to take a look in your template but I am unable to download it, even being logged with my premium account. Would you mind sharing it again?
avatar
Silvia Ritzmann Curitiba - Pr, Brazil
Jan 19, 2005 10:48 PM
Replying to Mark Price Perry
...
Dear Anonymous, here is a similar transition plan in Microsoft Word format. Regards. -- Mark Perry, VP of Customer Care, BOT International
Mark, first of all thank you for sharing this info. I was trying to take a look in your template but I am unable to download it neither in another thread conversation you've posted the same. I am logged with my premium account but getting a permission denied message. Would you mind sharing it again?

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