Has anyone put together a transition/off-boarding doc and is willing to share it with me? The context is for someone that is leaving the org but would like to document certain projects/processes for their team.
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Can I ask why a simple Asana/Trello board broken up into appropriate sections with tasks/subtasks that have details along with attachments/ loom videos wouldn’t work for this?
Also asking because this is what I’ve done in the past and the simplicity (while being comprehensive) has been appreciated
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I did that a few month ago when I was leaving my previous employer.I created one big Google doc that was meant to onboard the new product manager that I didn’t have a chance to be around when he joined.It was structured that way
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Context about the product and team
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including vision and strategy
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Recent initiatives we invested in
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and their outcome
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Links to more docs
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Active initiatives
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stakeholders and their roles
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Areas that would need special attention
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Future initiatives
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Tools list
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including list of permissions to request
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Key contacts
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A list of everyone that they would work with closely and how they can help
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Team members
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Listing their strengths and how to efficiently work with each one of them
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This is less of a doc recommendation. But we are now using process.st for all of our SOPs. Very nice platform. Different than a pure project management or documentation platform, since it’s focused on SOPs and running through a series of checklist steps.
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