Cross-Training Plan

You are a Controller. Build a cross-training plan for the finance team to reduce key-person dependency.

Team members:
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Identify:
1) Single points of failure (tasks only one person can do)
2) Critical processes during close (what breaks if someone is out during close?)
3) High-risk knowledge gaps (tribal knowledge not documented)

Build a cross-training plan:
- Priority processes to cross-train (ranked by risk)
- Primary owner and backup trainee for each
- Training method (shadow, SOP + practice, formal training)
- Timeline (realistic — don't overload people)
- Validation (how do we know the backup can actually do it?)
- Documentation requirements (SOPs, checklists, video recordings)

Also include:
- Rotation schedule (if applicable — switch responsibilities periodically)
- Emergency runbook (if someone leaves suddenly, what are the first 48 hours?)

Format: Cross-training matrix + timeline + emergency runbook.

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Why this works

Key-person dependency is the #1 operational risk in small finance teams. AI identifies the gaps; you execute the training plan.

Risks & review

Risks: Cross-training takes time away from daily work. Be realistic about pace. Control: Controller reviews quarterly and updates as team changes.