# Plan the knowledge transfer before my engagement ends

A handover plan that lets the client's team run what I built after I leave, with documentation, training, and a support period.

- Topic: Projects & Operations
- Framework: RTF
- Level: Standard
- Tags: Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-the-knowledge-transfer-before-my-engagement-ends

## Prompt

```text
Help me plan the knowledge transfer to a client's team before my engagement ends.

**What I built or ran for them:** [systems, processes, campaigns, models, reports]
**Who takes it over:** [ROLES and their current skill level]
**Engagement end date:** [DATE]
**What only I know right now:** [undocumented steps, logins, vendor contacts, workarounds]
**Post-engagement support agreed:** [e.g. "2 weeks of email support", or "none"]

Create:
1. An inventory of everything to hand over: assets, documents, access, recurring tasks, relationships, and open issues.
2. A transfer schedule working back from the end date: shadowing (they watch me), reverse shadowing (I watch them), then independent operation, with checkpoints.
3. A documentation plan: which runbooks, how-to guides, or decision logs to write, in what format, and the most important ones to write first.
4. A readiness checklist for each person taking over, with specific tasks they must perform successfully before I step away.
5. An access handover plan: transfer ownership of accounts to the client and remove my own access, with credentials handled through their password manager, never by email.
6. A closing message to the client sponsor summarizing what's been handed over, what remains open, and how post-engagement support works.

Flag single points of failure where only one client person would know how to do something.
```

## What to fill in

- systems, processes, campaigns, models, reports
- ROLES and their current skill level
- DATE
- undocumented steps, logins, vendor contacts, workarounds
- e.g. "2 weeks of email support", or "none"

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.