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ROI CalculatorA Knowledge Transfer (KT) Protocol is a structured approach to making sure that what one person or team knows doesn't stay locked in their heads — especially during transitions like role changes, project handovers, team exits, or system migrations.
In practice, a KT protocol answers three questions: What needs to be transferred? To whom? And how? Without a protocol, knowledge transfer becomes ad hoc — a few rushed conversations, a folder of undocumented files, and a new person left piecing things together on their own.
A solid KT protocol typically includes a knowledge inventory (what do we actually need to hand over), a series of structured sessions (shadow sessions, walkthroughs, Q&As), documented artefacts (runbooks, SOPs, decision logs), and a sign-off mechanism so both parties agree the transfer is genuinely complete — not just completed on paper.
The real goal of a KT protocol isn't documentation. It's confidence — the receiving person should be able to operate independently without needing to call the person who left.
