Training & Development › Operations & Project Management › Knowledge Management
OPERATIONS & PROJECT MANAGEMENT
Knowledge Management
Capture what people know before it walks out the door
Why It Matters
Retirements, turnover, and grant cycles create constant knowledge loss. New employees reinvent processes, repeat old mistakes, and depend on the few people who remember how things work. Searching for files and answers eats into productive time. A practical knowledge management approach reduces those losses, speeds up onboarding, and makes the organization less dependent on any single person. It also preserves the institutional memory that funders, auditors, and partners expect.
Course Description
Participants begin with a knowledge risk assessment on their own team, mapping critical knowledge, who holds it, and how hard it would be to replace. They then compare capture methods for different kinds of knowledge: documented procedures and checklists for explicit knowledge, and interviews, shadowing, storytelling, and after-action reviews for tacit know-how. A practice segment has pairs conduct a short knowledge capture interview and turn it into a usable job aid. The course also covers organizing shared drives and intranets with consistent naming and ownership, and building sharing into routines rather than relying on goodwill. Each participant leaves with a prioritized knowledge capture plan for their area.
Key Focus Areas
Participants explore and practice:
Assessing which knowledge is critical and at risk of loss
Capturing explicit knowledge in procedures, checklists, and job aids
Drawing out tacit knowledge through interviews and after-action reviews
Organizing shared repositories with clear structure and ownership
Building knowledge sharing into everyday team routines
Learning Outcomes
Participants will be able to:
Map critical knowledge and its holders for their team
Conduct a knowledge capture interview and produce a job aid
Design a folder and naming structure that others can follow
Build a capture plan for a role facing turnover
Who Should Attend
Managers facing retirements or turnover
Operations and administrative leads
HR and learning staff
Intranet and records owners
Delivery and Customization
Examples, scenarios, and activities are adapted to your audience and goals. Delivery is available in person, virtually, or in a hybrid format, as a standalone session or as part of a series. Format and length are agreed during scoping.
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Archiving and Records Management · Administrative Excellence
Social Learning · Facilitation & Adult Learning
Business Succession Planning · Operations & Project Management
Employee Onboarding · HR & Talent Development
Bring Knowledge Management to your team
Tell us about your audience and goals. We will follow up to scope objectives, format, and timing.