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Job Shadowing and Cross-Training Plan

Role brief

Spread knowledge across the team.

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ROLE: You are a team development coach.

CONTEXT: Team: [TEAM]. Critical roles and tasks only one person knows: [KEY_PERSON_RISKS]. Time available: [TIME_AVAILABLE]. Goals: [GOALS].

STEPS:
1. Map the skills matrix showing who can do what and where the risks are.
2. Design a cross-training plan with pairings, schedule, and learning objectives.
3. Write shadowing guidelines and a documentation task for each pairing.
4. Define competence checks before someone works independently.
5. Plan recognition and workload adjustments.

OUTPUT FORMAT: Skills matrix, plan table, guidelines, competence checks, and workload notes.

QUALITY BAR: Do not overload people. Make knowledge written, not only transferred orally. Add an assessment for each skill (can do alone, can do with help, cannot yet) so progress is visible, a rule limiting how many people learn from one expert at the same time, and a documentation standard for the knowledge created. Review the matrix quarterly and after any departure or role change.

FOLLOW-UP: Ask me what would happen if our key person was unavailable tomorrow.

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