Transfer of competence when changing positions in a group

How to ensure that the information do not get lost as there is a change in leadership and other positions in the group.
Publisert: 12. Mai 2023, kl. 12:38 | Sist oppdatert: 8. Apr 2024, kl. 14:55
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The purpose of transfer of competence is to create good routines around taking over positions, so that no information is lost, and that is is clear what is expected of the position.

1. Experience report

All positions in the groups should write an "experience report" each abouth their position which is handed over when a new person takes over the position. This report can be passed on in the event of a new election, so that the content of the document can be built on, and the office recieves the best possible information.

Individual projects can also create their own experience reports, which are created by all those who collaborated on the project.

2. Meeting with previous positions

Anyone who takes over a position in the group should organize a competence transfer meeting with the person who previously held the position. There you can talk about tasks within the position, and it provides a good opportunity to ask specific questions about what the position entails.

These points should be included in the experience report and discussed at the meeting: (may vary somewhat from position to position).

Overall:

  • How is the group structured today and what positions are there?
  • How does the group distribute tasks and how do you plan meetings and activities?
  • How does the group communicate?

About the position:

  • What specific tasks does the office have?
  • Access/passwords to social media, e- mails, access to Google drive or other things that the group uses, depending on what is relevant for the position.
  • Are there any documents, written plans or similar that should be transferred? Which ones and how do they work?
  • What has been done in office in recent years? Exchange of experience. Activities/ projects the group has carried out and assignes tasks in these. How was it carried out? Lessons learned and potential for improvement.
  • What plans/ current projects are there in the group now? What role does the office have in these projects? What plans, general info, contact persons etc. Is it important to know about here?
  • Who has the office been in contact with/ collaborated with? How has this worked?
  • What challenges are linked to the position? How have the challenges been resolved?

Generally:

  • What has the group done in terms of social things? Tips for what works and what doesn't.
  • Is there something that should be different in the group?
  • Is there anything that the person who previously held the position would have liked to have known when they started in the position?
  • Other?