When should knowledge transfer planning start in an implementation?

During design, not at go-live. Identify critical knowledge and its holders early, capture decisions as they are made, and involve future owners in testing so handover becomes a change in accountability rather than a first introduction.

What belongs in a knowledge transfer plan?

A knowledge inventory by role and domain, named holders and receivers, the method matched to each knowledge type, a capture set with owners and locations, scheduled practice, verification tasks with evidence, and explicit ownership and support routes after handover.

How do you know a handover is actually complete?

When receivers demonstrate the critical work unaided: they run the process, explain the reasoning behind exceptions, make safe changes in a test environment, and triage problems to the right route. Attendance and document delivery alone do not prove readiness.

How is tacit knowledge — judgement and experience — transferred?

Through people, not pages: shadowing, paired work on real examples, experts thinking aloud, and teach-back where the receiver explains their reasoning. Documents support that process but cannot replace it.

Knowledge Transfer Planning for Implementations

Plan knowledge transfer for an HCM implementation so expertise survives the handover: identify, capture, practise, verify, and sustain what teams need.

HCM Implementation Cost
HCM Readiness Assessment
Risk Management for Enterprise Implementations
How to Manage Conflicting Stakeholder Priorities

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Karim Chaouki — AML and ADP Workforce Now Implementation Consultant

Senior Implementation Consultant. AML compliance, ADP Workforce Now HCM, payroll systems. PMP Certified. Bilingual EN/FR. Toronto, Canada.

About Karim Chaouki
Blog — AML & HCM Implementation Insights
AML Compliance Consulting
ADP Workforce Now Implementation US/CAN
Payroll Systems PM
Bilingual Implementation Manager