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flow-knowledge-transfer

Orchestrate Knowledge Transfer flow with assessment, documentation, shadowing, validation, and handover

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Source
jmagly/aiwg
Updated
2026-05-31
Slug
jmagly--aiwg--flow-knowledge-transfer
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jmagly/aiwg/HEAD/agentic/code/frameworks/sdlc-complete/skills/flow-knowledge-transfer/SKILL.md -o .claude/skills/flow-knowledge-transfer.md

Drops the SKILL.md into .claude/skills/flow-knowledge-transfer.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Declarative Flow (#1539): This flow's orchestration is now also expressed as a declarative YAML Flow at flows/flow-knowledge-transfer.playbook.yaml (source of truth for the step sequence + gates). This SKILL.md remains the discoverable trigger surface and prose reference. See epic #1534.

Skill access pattern (post-kernel-pivot, 2026.5+)

Skill names referenced in this document are AIWG skills, not slash commands. Most are not kernel-listed and cannot be invoked as /skill-name by the platform. Reach them via:

aiwg discover "<capability>"
aiwg show skill <name>

Only kernel-listed skills (aiwg-doctor, aiwg-refresh, aiwg-status, aiwg-help, use, steward) are directly invokable as slash commands. See skill-discovery rule.

Knowledge Transfer Orchestration Flow

You are the Core Orchestrator for structured knowledge transfer between team members.

Your Role

You orchestrate multi-agent workflows. You do NOT execute bash scripts.

When the user requests this flow (via natural language or explicit command):

  1. Interpret the request and confirm understanding
  2. Read this template as your orchestration guide
  3. Extract agent assignments and workflow steps
  4. Delegate agents with the current provider-native orchestration mechanism in the correct sequence
  5. Synthesize results and finalize artifacts
  6. Report completion with summary

Knowledge Transfer Overview

Purpose: Ensure continuity when team members transition roles, leave projects, or hand off domain expertise

Key Milestone: Knowledge Transfer Signoff

Success Criteria:

  • Knowledge gaps identified and addressed
  • Documentation complete and reviewed
  • Shadowing and reverse shadowing completed
  • Practical validation passed
  • Handover checklist signed off

Expected Duration: 2-6 weeks (typical), 30-45 minutes orchestration

Natural Language Triggers

Users may say:

  • "Knowledge transfer from Alice to Bob"
  • "Handoff backend responsibilities to new team member"
  • "Transfer knowledge from {from} to {to}"
  • "Documentation handoff for {domain}"
  • "Onboard new team member to {area}"

You recognize these as requests for this orchestration flow.

Parameter Handling

Required Parameters

  • from-member: The team member transferring knowledge (knowledge holder)
  • to-member: The team member receiving knowledge (knowledge receiver)
  • domain (optional): Specific knowledge domain (e.g., "backend-api", "deployment", "security")

--guidance Parameter

Purpose: User provides upfront direction to tailor transfer priorities

Examples:

--guidance "Focus on production support and incident response procedures"
--guidance "Tight timeline, prioritize critical operational knowledge"
--guidance "Receiver has strong technical background but no domain experience"
--guidance "Include compliance and regulatory knowledge for audit requirements"

How to Apply:

  • Parse guidance for keywords: operations, compliance, security, timeline, experience level
  • Adjust focus areas (operational vs. architectural knowledge)
  • Modify shadowing depth (minimal vs. comprehensive based on timeline)
  • Influence validation scenarios (focus on critical vs. comprehensive testing)

--interactive Parameter

Purpose: You ask 6 strategic questions to understand transfer context

Questions to Ask (if --interactive):

I'll ask 6 strategic questions to tailor the knowledge transfer to your needs:

Q1: What are your top priorities for this knowledge transfer?
    (e.g., operational continuity, architectural understanding, troubleshooting skills)

Q2: What are your biggest constraints?
    (e.g., timeline, availability of knowledge holder, complexity of domain)

Q3: What risks concern you most for this transfer?
    (e.g., critical knowledge loss, insufficient practice time, documentation gaps)

Q4: What's the receiver's experience level with similar domains?
    (Helps calibrate transfer depth and pace)

Q5: What's your target timeline for independent operation?
    (Influences shadowing duration and validation rigor)

Q6: Are there compliance or regulatory requirements?
    (e.g., SOX separation of duties, HIPAA training requirements)

Based on your answers, I'll adjust:
- Focus areas (operational vs. architectural vs. compliance)
- Shadowing duration (standard vs. extended)
- Validation rigor (basic vs. comprehensive)
- Documentation depth (reference vs. tutorial)

Synthesize Guidance: Combine answers into structured guidance string for execution

Artifacts to Generate

Primary Deliverables:

  • Knowledge Map: Domain expertise assessment → .aiwg/knowledge/knowledge-map-{domain}.md
  • Transfer Plan: Structured handoff schedule → .aiwg/knowledge/transfer-plan-{from}-to-{to}.md
  • Documentation Package: Updated/created docs → .aiwg/knowledge/docs/
  • Shadowing Logs: Observation records → .aiwg/knowledge/shadowing/
  • Validation Results: Test scenarios and outcomes → .aiwg/knowledge/validation/
  • Handover Checklist: Final signoff document → .aiwg/knowledge/handover-checklist-{domain}.md
  • Transfer Report: Completion summary → .aiwg/reports/knowledge-transfer-report-{domain}.md

Supporting Artifacts:

  • Knowledge gap analysis
  • Runbook updates
  • Training materials
  • Follow-up plans

Multi-Agent Orchestration Workflow

Step 1: Knowledge Assessment and Transfer Scope

Purpose: Identify knowledge domain(s) and define transfer scope

Your Actions:

  1. Validate Team Members Exist:

    Read .aiwg/team/team-profile.yaml (if exists)
    Verify from-member and to-member are valid team members
    If not found, proceed with provided names but note in report
    
  2. Launch Knowledge Assessment Agents (parallel):

    # Agent 1: Knowledge Manager (lead)
    Task(
        subagent_type="knowledge-manager",
        description="Assess knowledge domain and create transfer scope",
        prompt="""
        Create knowledge assessment for transfer:
        - From: {from-member}
        - To: {to-member}
        - Domain: {domain if specified, else "all responsibilities"}
    
        Define Knowledge Map:
        1. Knowledge Areas (list all relevant areas)
        2. Criticality Assessment (Critical, High, Medium, Low)
        3. Current State Assessment:
           - Holder expertise level (Expert, Advanced, Intermediate)
           - Receiver current level (None, Novice, Beginner, Intermediate)
        4. Knowledge Gaps (delta between holder and receiver)
        5. Transfer Priority (HIGH, MEDIUM, LOW for each area)
    
        Define Transfer Scope:
        - In Scope: Areas requiring active transfer
        - Out of Scope: Already documented or low priority
        - Success Criteria: What defines successful transfer
    
        Estimate Timeline:
        - Based on scope and gaps
        - Typical: 2-6 weeks
    
        Use template if available: $AIWG_ROOT/templates/knowledge/knowledge-map-template.md
    
        Output: .aiwg/knowledge/knowledge-map-{domain}.md
        """
    )
    
    # Agent 2: Training Coordinator
    Task(
        subagent_type="training-coordinator",
        description="Create structured transfer plan",
        prompt="""
        Based on knowledge assessment, create transfer plan:
    
        Structure:
        1. Documentation Phase (Week 1)
           - Review existing docs
           - Identify and fill gaps
           - Create runbooks
    
        2. Shadowing Phase (Week 2-3)
           - 4-8 observation sessions
           - Knowledge holder leads, receiver observes
           - Q&A and note-taking
    
        3. Reverse Shadowing (Week 3-4)
           - 4-8 practice sessions
           - Receiver leads, holder observes
           - Feedback and correction
    
        4. Validation Phase (Week 4-5)
           - Practical scenarios
           - Independent operation test
           - Knowledge verification
    
        5. Handover Phase (Week 5-6)
           - Final checklist
           - Signoffs
           - Follow-up plan
    
        Adjust timeline based on:
        - Scope complexity
        - Availability constraints
        - {guidance if provided}
    
        Use template if available: $AIWG_ROOT/templates/knowledge/transfer-plan-template.md
    
        Output: .aiwg/knowledge/transfer-plan-{from}-to-{to}.md
        """
    )
    
  3. Review and Confirm Scope:

    Task(
        subagent_type="project-manager",
        description="Review and validate transfer scope",
        prompt="""
        Read:
        - .aiwg/knowledge/knowledge-map-{domain}.md
        - .aiwg/knowledge/transfer-plan-{from}-to-{to}.md
    
        Validate:
        - Scope is realistic for timeline
        - Critical knowledge areas covered
        - Success criteria are measurable
        - Plan accounts for constraints
    
        Create gate decision:
        - GO: Proceed with transfer
        - ADJUST: Modify scope or timeline
        - ESCALATE: Needs management decision
    
        Output validation summary to transfer plan
        """
    )
    

Communicate Progress:

✓ Knowledge assessment complete
✓ Transfer scope defined: {X} knowledge areas, {Y} weeks estimated
✓ Transfer plan created: .aiwg/knowledge/transfer-plan-{from}-to-{to}.md

Step 2: Documentation Review and Knowledge Artifacts

Purpose: Compile and enhance documentation for knowledge transfer

Your Actions:

  1. Inventory Existing Documentation:

    # Use Glob to find relevant docs
    Glob("**/*.md")
    Glob("**/*.txt")
    
    Filter for domain-relevant documentation
    Create inventory list
    
  2. Launch Documentation Agents (parallel):

    # Agent 1: Documentation Archivist
    Task(
        subagent_type="documentation-archivist",
        description="Organize and review existing documentation",
        prompt="""
        Domain: {domain}
    
        Review existing documentation:
        1. Architecture documents
        2. Runbooks and procedures
        3. Configuration guides
        4. Troubleshooting guides
        5. Historical incident reports
    
        Assess each document:
        - Currency (up-to-date?)
        - Completeness (gaps?)
        - Clarity (understandable?)
        - Relevance (needed for transfer?)
    
        Create Documentation Inventory:
        - Core Docs (must review)
        - Reference Docs (good to know)
        - Archive Docs (historical context)
        - Missing Docs (gaps to fill)
    
        Organize in logical learning sequence
    
        Output: .aiwg/knowledge/docs/documentation-inventory.md
        """
    )
    
    # Agent 2: Subject Matter Expert (knowledge holder role)
    Task(
        subagent_type="subject-matter-expert",
        description="Identify and create missing documentation",
        prompt="""
        Acting as {from-member} (knowledge holder perspective)
    
        Based on documentation inventory, create missing critical docs:
    
        1. Runbooks for common operations:
           - Daily/weekly tasks
           - Deployment procedures
           - Rollback procedures
           - Monitoring and alerting
    
        2. Troubleshooting guides:
           - Common issues and solutions
           - Debugging techniques
           - Log analysis patterns
           - Performance tuning
    
        3. Architecture notes:
           - Design decisions and rationale
           - System boundaries and interfaces
           - Data flows and dependencies
           - Security considerations
    
        4. Tribal knowledge:
           - Undocumented gotchas
           - Historical context ("why it's this way")
           - Stakeholder relationships
           - Political/organizational context
    
        Focus on practical, hands-on knowledge needed for independent operation
    
        Output to: .aiwg/knowledge/docs/{category}/
        """
    )
    
    # Agent 3: Technical Writer
    Task(
        subagent_type="technical-writer",
        description="Enhance documentation clarity and completeness",
        prompt="""
        Review and enhance documentation for knowledge transfer:
    
        Improvements:
        1. Add missing context for newcomers
        2. Clarify technical jargon
        3. Add examples and scenarios
        4. Create quick reference guides
        5. Add diagrams where helpful
    
        Ensure documentation is:
        - Self-contained (minimal external references)
        - Progressive (basic → advanced)
        - Actionable (clear steps)
        - Verifiable (testable outcomes)
    
        Create consolidated reading list in order
    
        Output enhanced docs to: .aiwg/knowledge/docs/enhanced/
        """
    )
    

Communicate Progress:

⏳ Documentation review in progress...
  ✓ {X} existing documents inventoried
  ✓ {Y} documentation gaps identified
  ✓ {Z} new documents created
✓ Documentation package complete: .aiwg/knowledge/docs/

Step 3: Shadowing Phase (Receiver Observes)

Purpose: Knowledge receiver observes holder performing actual work

Your Actions:

  1. Initialize Shadowing Sessions:

    # Create session structure
    mkdir -p .aiwg/knowledge/shadowing/sessions
    
    # Define 4-8 sessions based on knowledge areas
    For each critical knowledge area, allocate 1-2 sessions
    
  2. Launch Shadowing Simulation (for each session):

    # For each shadowing session (4-8 total)
    Task(
        subagent_type="training-coordinator",
        description="Simulate shadowing session {N}",
        prompt="""
        Shadowing Session {N}
        Knowledge Area: {area from knowledge map}
        Duration: 1-2 hours (simulated)
    
        Simulate session where {from-member} demonstrates:
        1. Task execution (step-by-step)
        2. Decision points (what and why)
        3. Tool usage (specific commands/interfaces)
        4. Common issues (what to watch for)
        5. Best practices (efficiency tips)
    
        {to-member} perspective:
        - Observations noted
        - Questions asked
        - Concepts clarified
        - Confidence assessment (1-5)
    
        Create session log including:
        - Tasks demonstrated
        - Key decisions explained
        - Questions and answers
        - Key learnings captured
        - Follow-up items identified
        - Confidence rating
    
        Output: .aiwg/knowledge/shadowing/sessions/session-{N}-{area}.md
        """
    )
    
  3. Synthesize Shadowing Learnings:

    Task(
        subagent_type="knowledge-manager",
        description="Synthesize shadowing phase learnings",
        prompt="""
        Read all shadowing session logs
    
        Create synthesis:
        1. Knowledge areas covered
        2. Key learnings consolidated
        3. Remaining questions
        4. Confidence progression (trend over sessions)
        5. Areas needing more practice
    
        Identify patterns:
        - Concepts requiring repetition
        - Complex areas needing breakdown
        - Tools requiring hands-on practice
    
        Recommend focus for reverse shadowing
    
        Output: .aiwg/knowledge/shadowing/shadowing-synthesis.md
        """
    )
    

Communicate Progress:

⏳ Shadowing phase in progress...
  ✓ Session 1: Database operations (confidence: 3/5)
  ✓ Session 2: Deployment procedures (confidence: 2/5)
  ✓ Session 3: Incident response (confidence: 4/5)
  ✓ Session 4: Performance tuning (confidence: 2/5)
✓ Shadowing complete: {X} sessions, average confidence: {Y}/5

Step 4: Reverse Shadowing Phase (Receiver Leads)

Purpose: Knowledge receiver performs tasks with holder observing

Your Actions:

  1. Plan Reverse Shadowing Sessions:

    Based on shadowing synthesis, prioritize:
    - Low confidence areas (2/5 or below)
    - Critical operations
    - Complex procedures
    
  2. Launch Reverse Shadowing (for each session):

    # For each reverse shadowing session (4-8 total)
    Task(
        subagent_type="learner",
        description="Simulate reverse shadowing session {N}",
        prompt="""
        Reverse Shadowing Session {N}
        Knowledge Area: {area}
        Receiver Leading: {to-member}
        Holder Observing: {from-member}
    
        Simulate {to-member} performing tasks:
        1. Task approach (how they tackle it)
        2. Decision making (choices and reasoning)
        3. Challenges faced (what's difficult)
        4. Holder interventions (when and why)
        5. Corrections made (learning moments)
    
        Holder feedback:
        - What went well
        - Areas for improvement
        - Specific corrections
        - Confidence assessment
    
        Success indicators:
        - Task completed correctly
        - Minimal interventions needed
        - Sound reasoning demonstrated
    
        Create session log:
        - Tasks performed
        - Interventions required
        - Feedback provided
        - Outcome (SUCCESS, PARTIAL, NEEDS_PRACTICE)
        - Confidence growth
    
        Output: .aiwg/knowledge/shadowing/reverse/session-{N}-{area}.md
        """
    )
    
  3. Assess Progress and Readiness:

    Task(
        subagent_type="training-coordinator",
        description="Assess reverse shadowing progress",
        prompt="""
        Read all reverse shadowing sessions
    
        Assess readiness:
        1. Tasks completed successfully (%)
        2. Intervention frequency (trending down?)
        3. Confidence ratings (trending up?)
        4. Decision quality (sound reasoning?)
    
        For each knowledge area:
        - Status: READY | NEEDS_PRACTICE | NOT_READY
        - Remaining gaps
        - Recommended actions
    
        Overall assessment:
        - Ready for validation: YES/NO
        - Areas needing more practice
        - Estimated additional time needed
    
        Output: .aiwg/knowledge/shadowing/reverse/readiness-assessment.md
        """
    )
    

Communicate Progress:

⏳ Reverse shadowing in progress...
  ✓ Session 1: Database operations (SUCCESS, minimal intervention)
  ✓ Session 2: Deployment procedures (PARTIAL, 2 interventions)
  ✓ Session 3: Incident response (SUCCESS, no intervention)
  ⚠️ Session 4: Performance tuning (NEEDS_PRACTICE, multiple interventions)
✓ Reverse shadowing complete: 75% success rate

Step 5: Knowledge Validation and Practical Testing

Purpose: Validate knowledge acquisition through realistic scenarios

Your Actions:

  1. Create Validation Scenarios:

    Task(
        subagent_type="test-architect",
        description="Design validation scenarios",
        prompt="""
        Based on knowledge domain {domain}, create 4 validation scenarios:
    
        Scenario 1: Routine Operation
        - Common daily/weekly task
        - Expected to complete independently
        - Time limit: reasonable for task
    
        Scenario 2: Troubleshooting
        - Realistic problem to diagnose and fix
        - Tests analytical skills
        - Multiple solution paths acceptable
    
        Scenario 3: Teach-Back
        - Explain concept to simulated junior member
        - Tests depth of understanding
        - Must be accurate and clear
    
        Scenario 4: Novel Situation
        - New problem not explicitly covered
        - Tests knowledge application
        - Reasonable extrapolation expected
    
        Each scenario includes:
        - Context and setup
        - Success criteria
        - Evaluation rubric
        - Time expectations
    
        Output: .aiwg/knowledge/validation/validation-scenarios.md
        """
    )
    
  2. Execute Validation Tests (parallel where possible):

    # For each validation scenario
    Task(
        subagent_type="learner",
        description="Execute validation scenario {N}",
        prompt="""
        As {to-member}, complete validation scenario {N}
    
        Demonstrate:
        1. Understanding of the problem
        2. Systematic approach
        3. Correct solution or diagnosis
        4. Appropriate tool usage
        5. Documentation of actions
    
        For teach-back scenario:
        - Explain clearly
        - Use examples
        - Check understanding
    
        For novel situation:
        - Show problem-solving process
        - Use available resources
        - Apply learned principles
    
        Document:
        - Approach taken
        - Solution provided
        - Time taken
        - Confidence level
        - Resources consulted
    
        Output: .aiwg/knowledge/validation/scenario-{N}-results.md
        """
    )
    
    # Parallel evaluation by holder
    Task(
        subagent_type="subject-matter-expert",
        description="Evaluate validation scenarios",
        prompt="""
        As {from-member}, evaluate {to-member}'s performance
    
        For each scenario:
        - Accuracy (correct solution?)
        - Approach (systematic and logical?)
        - Efficiency (reasonable time?)
        - Independence (minimal help needed?)
        - Documentation (clear and complete?)
    
        Rating scale:
        - EXCELLENT: Exceeds expectations
        - PASS: Meets requirements
        - CONDITIONAL: Mostly correct, minor gaps
        - FAIL: Significant gaps, more practice needed
    
        Provide specific feedback:
        - What was done well
        - Areas for improvement
        - Recommendations
    
        Overall readiness assessment:
        - READY for independent operation
        - READY with support period
        - NOT READY, need more practice
    
        Output: .aiwg/knowledge/validation/evaluation-results.md
        """
    )
    

Communicate Progress:

⏳ Validation testing in progress...
  ✓ Scenario 1 (Routine): PASS
  ✓ Scenario 2 (Troubleshooting): PASS
  ✓ Scenario 3 (Teach-Back): EXCELLENT
  ⚠️ Scenario 4 (Novel): CONDITIONAL (minor gaps noted)
✓ Validation complete: 3/4 PASS or better

Step 6: Handover Checklist and Signoff

Purpose: Complete formal handover with all parties signing off

Your Actions:

  1. Generate Handover Checklist:

    Task(
        subagent_type="project-manager",
        description="Create comprehensive handover checklist",
        prompt="""
        Create handover checklist for:
        - Domain: {domain}
        - From: {from-member}
        - To: {to-member}
        - Duration: {weeks from start to now}
    
        Checklist sections:
    
        1. Documentation
           - All docs reviewed: YES/NO
           - Gaps addressed: YES/NO
           - Bookmarks/access: YES/NO
    
        2. Practical Skills
           - Routine tasks: {validation results}
           - Troubleshooting: {validation results}
           - Emergency procedures: UNDERSTOOD/PRACTICED
    
        3. Knowledge Validation
           - Scenarios passed: {X}/4
           - Teach-back successful: YES/NO
           - Holder confidence: {rating}
    
        4. Access and Permissions
           - System access: GRANTED/PENDING
           - Tool access: GRANTED/PENDING
           - Communication channels: ADDED/PENDING
    
        5. Operational Handoff
           - On-call rotation: UPDATED/PENDING
           - Responsibility matrix: UPDATED/PENDING
           - Stakeholder notification: SENT/PENDING
    
        6. Follow-Up Plan
           - 1-week check-in: {date}
           - 1-month check-in: {date}
           - Support period: {duration}
    
        7. Residual Gaps (if any)
           - List with severity and remediation plan
    
        Use template if available: $AIWG_ROOT/templates/knowledge/handover-checklist-template.md
    
        Output: .aiwg/knowledge/handover-checklist-{domain}.md
        """
    )
    
  2. Collect Signoffs:

    Task(
        subagent_type="project-manager",
        description="Collect handover signoffs",
        prompt="""
        Document signoffs for handover:
    
        Required signatures:
        1. Knowledge Receiver ({to-member}):
           "I am confident in my ability to perform {domain} responsibilities independently"
           Confidence level: {1-5}
           Concerns (if any): {list}
    
        2. Knowledge Holder ({from-member}):
           "I am confident the receiver has the knowledge to succeed independently"
           Confidence level: {1-5}
           Recommendations: {list}
    
        3. Project Manager:
           "Knowledge transfer is complete and receiver is ready for independent operation"
           Decision: APPROVED / CONDITIONAL / NOT_APPROVED
    
        Conditional requirements (if CONDITIONAL):
        - What must be completed
        - Timeline for completion
        - Re-validation plan
    
        Add signatures to handover checklist
        """
    )
    
  3. Generate Final Report:

    Task(
        subagent_type="knowledge-manager",
        description="Generate knowledge transfer completion report",
        prompt="""
        Create comprehensive transfer report including:
    
        1. Executive Summary
           - Transfer status: COMPLETE/PARTIAL/INCOMPLETE
           - Readiness: READY/CONDITIONAL/NOT_READY
           - Key outcomes
    
        2. Transfer Summary
           - Scope (knowledge areas covered)
           - Timeline (planned vs actual)
           - Methods (shadowing, documentation, validation)
    
        3. Knowledge Acquisition Metrics
           - Shadowing sessions: {count}
           - Reverse shadowing: {count}
           - Validation scenarios: {passed}/{total}
           - Confidence progression: {start} → {end}
    
        4. Documentation Improvements
           - Docs created: {count}
           - Docs enhanced: {count}
           - Remaining gaps: {list}
    
        5. Validation Results
           - Detailed scenario outcomes
           - Evaluator feedback
           - Areas of strength
           - Areas for improvement
    
        6. Lessons Learned
           - What worked well
           - What could improve
           - Recommendations for future transfers
    
        7. Follow-Up Plan
           - Check-in schedule
           - Support arrangements
           - Escalation path
    
        8. Risk Assessment
           - Operational risks
           - Mitigation strategies
           - Contingency plans
    
        Output: .aiwg/reports/knowledge-transfer-report-{domain}.md
        """
    )
    

Communicate Progress:

✓ Handover checklist complete: .aiwg/knowledge/handover-checklist-{domain}.md
✓ All parties signed off
✓ Transfer report generated: .aiwg/reports/knowledge-transfer-report-{domain}.md

Quality Gates

Before marking workflow complete, verify:

  • Knowledge assessment documented
  • Transfer plan created and followed
  • Documentation gaps addressed
  • Shadowing sessions completed (minimum 4)
  • Reverse shadowing completed (minimum 4)
  • Validation scenarios passed (≥75%)
  • Handover checklist complete
  • All required signoffs obtained
  • Follow-up plan established

User Communication

At start: Confirm understanding and outline process

Understood. I'll orchestrate the knowledge transfer from {from-member} to {to-member} for {domain}.

This will include:
- Knowledge assessment and gap analysis
- Documentation review and enhancement
- Shadowing sessions (observation)
- Reverse shadowing (practice)
- Validation testing
- Formal handover and signoff

Expected duration: 30-45 minutes orchestration.
Real-world timeline: 2-6 weeks for actual transfer.

Starting orchestration...

During: Update progress with clear indicators

✓ = Complete
⏳ = In progress
⚠️ = Attention needed
❌ = Failed/blocked

At end: Summary report with status and next steps

─────────────────────────────────────────────
Knowledge Transfer Complete
─────────────────────────────────────────────

**Transfer**: {from-member} → {to-member}
**Domain**: {domain}
**Status**: COMPLETE
**Readiness**: READY FOR INDEPENDENT OPERATION

**Summary**:
✓ Knowledge gaps identified and addressed
✓ Documentation: {X} docs created/updated
✓ Shadowing: {Y} sessions completed
✓ Validation: {Z}/4 scenarios passed
✓ Handover: All parties signed off

**Confidence Assessment**:
- Receiver confidence: 4/5
- Holder confidence: 4/5
- Manager approval: APPROVED

**Follow-Up Plan**:
- 1-week check-in: {date}
- 1-month review: {date}
- Support period: {from-member} available for {duration}

**Artifacts Generated**:
- Knowledge Map: .aiwg/knowledge/knowledge-map-{domain}.md
- Transfer Plan: .aiwg/knowledge/transfer-plan-{from}-to-{to}.md
- Documentation: .aiwg/knowledge/docs/
- Validation Results: .aiwg/knowledge/validation/
- Handover Checklist: .aiwg/knowledge/handover-checklist-{domain}.md
- Final Report: .aiwg/reports/knowledge-transfer-report-{domain}.md

**Next Steps**:
- Update team roster and responsibilities
- Schedule follow-up check-ins
- Monitor initial independent operation
- Address any residual gaps per remediation plan

─────────────────────────────────────────────

Error Handling

Team Member Not Found:

⚠️ Team member not found in roster
Proceeding with provided names: {from-member} → {to-member}

Note: Consider updating .aiwg/team/team-profile.yaml

Knowledge Domain Unclear:

⚠️ Knowledge domain not specified

Defaulting to: "all responsibilities"
This may extend timeline and scope.

Recommendation: Specify domain for focused transfer
Example: "backend-api", "deployment", "security"

Validation Failure:

❌ Validation scenario failed: {scenario}

Result: {failure-reason}
Impact: Receiver not ready for independent operation

Recommendations:
1. Additional practice in {area}
2. Review relevant documentation
3. Schedule extra reverse shadowing session
4. Re-attempt validation after practice

Insufficient Confidence:

⚠️ Low confidence detected

Receiver confidence: {X}/5 (target: ≥3)
Holder confidence: {Y}/5 (target: ≥3)

Actions:
1. Identify specific concern areas
2. Provide additional shadowing/practice
3. Consider extended support period
4. Document contingency plans

Timeline Overrun:

⚠️ Transfer taking longer than planned

Original estimate: {X} weeks
Current duration: {Y} weeks

Factors:
- Complexity underestimated
- Availability constraints
- Additional gaps discovered

Recommendation: Adjust timeline and expectations

Success Criteria

This orchestration succeeds when:

  • Knowledge gaps identified and documented
  • Transfer scope agreed by all parties
  • Documentation complete and accessible
  • Minimum 4 shadowing sessions completed
  • Minimum 4 reverse shadowing sessions completed
  • ≥75% validation scenarios passed
  • Receiver confidence ≥3/5
  • Holder confidence ≥3/5
  • Handover checklist signed off
  • Follow-up plan established

Metrics to Track

During orchestration, track:

  • Documentation coverage: % of knowledge areas documented
  • Shadowing completion: # sessions completed vs planned
  • Confidence progression: Rating trend over time
  • Validation pass rate: % scenarios passed first attempt
  • Time to competency: Weeks from start to signoff

References

Templates (via $AIWG_ROOT):

  • Knowledge Map: templates/knowledge/knowledge-map-template.md
  • Transfer Plan: templates/knowledge/transfer-plan-template.md
  • Shadowing Log: templates/knowledge/shadowing-log-template.md
  • Validation Checklist: templates/knowledge/knowledge-validation-checklist.md
  • Handover Checklist: templates/knowledge/handover-checklist-template.md

Related Commands:

  • team-roster - Update team responsibilities
  • update-oncall - Modify on-call schedules
  • flow-onboarding - Full team member onboarding

Best Practices:

  • docs/knowledge-transfer-best-practices.md
  • docs/shadowing-techniques.md
  • docs/validation-scenario-design.md