Build a Sustainable Knowledge Transfer Strategy

When it comes to knowledge transfer in IT, employee exits aren’t the only risk – critical know-how can be lost every time teams, roles, or work shifts. Onboarding slows, continuity is lost, and time is wasted searching for or rebuilding what already exists. This blueprint helps IT leaders identify their highest-risk knowledge areas, choose the right transfer tactics – including where AI can help – and build a practical roadmap to sustain knowledge transfer over time.

Knowledge transfer in IT is often treated as just a “nice-to-have,” but protecting institutional knowledge and collective expertise is increasingly critical to managing workforce changes, supporting innovation, and staying competitive. Reimagining knowledge transfer for a modern IT organization means moving beyond ad hoc document handoffs to a dynamic, AI-augmented framework that ensures critical knowledge remains accessible and business continuity is proactively secured.

1. Make knowledge a strategic capability.

IT must develop an embedded knowledge culture to move beyond reactionary and fragmented knowledge practices. This is a state where both humans and AI have the information they need for optimal performance. Once AI manages explicit knowledge, people can focus on tacit expertise.

2. Don’t wait until knowledge is walking out the door.

Transferring knowledge only when an employee leaves the team overlooks the tacit “how and why” of knowledge that rarely makes it into last-minute documentation. Shift from reactive, document-heavy handoffs to a process that is woven into daily workflows and culture – using digital tools including AI where it fits.

3. Capture knowledge in real time.

The most efficient way to transfer knowledge is to capture it when it’s created via tools that are integrated into daily workflows, not documentation after the fact. Embedding this transfer into day-to-day work enables dynamic knowledge capture and a continuous knowledge flow that makes critical information and context easier to find and reuse.

Use this step-by-step research to build your knowledge transfer roadmap

Follow our structured four-phase framework, featuring practical tools, guides, and templates to identify what knowledge matters most to you, assess where you’re exposed, and apply the right mix of knowledge transfer tactics.

Align priorities to strategy: Identify and prioritize the knowledge areas that matter most to your organization and IT objectives.
Assess knowledge risk: Assess knowledge coverage in your teams and identify risks and priorities.
Plan the transfer: Build knowledge-area transfer plans, select the right mix of tactics to capture both explicit and tacit knowledge, and understand opportunities to use AI.
Operationalize and sustain: Translate the plan into an actionable roadmap with initiatives, owners, and timelines to embed knowledge transfer into day-to-day work.

Build a Sustainable Knowledge Transfer Strategy Research & Tools

1. Build a Sustainable Knowledge Transfer Strategy – A practical framework to align priorities, leverage the right tactics, and embed knowledge transfer to ensure continuity and growth.

This research helps IT leaders build a knowledge transfer roadmap, using a framework and tools to:

Protect and prioritize critical knowledge to ensure business continuity and resilience.
Select the right tools and methods for capturing and transferring knowledge effectively.
Embed knowledge transfer into workflows so it becomes part of daily operations.

2. Knowledge Assessment & Action Plan – A practical guide for taking inventory of critical knowledge areas and assessing individual level of expertise.

This tool is designed to provide a structured framework for evaluating and documenting the expertise within your team.

Identify and prioritize knowledge areas.
Map expertise across team members.
Highlight experts who set the benchmark for each knowledge area.
Identify knowledge risks.

3. Knowledge Transfer Tactics Library – Use this PPT-based resource to select the right transfer tactic for the type of knowledge and understand how to enhance traditional methods with AI.

This resource is designed to help organizations successfully capture, share, and retain knowledge to ensure continuity and enhance resilience.

Select the right tactic based on the knowledge type (explicit or tacit), source engagement, and received needs.
Explore traditional and emerging tactics, from interviews and job shadowing to AI-powered solutions like knowledge bases, chatbots, and generative AI.
Follow practical guidance for implementing the tactic, including benefits, dependencies, and steps to get started.

4. Knowledge Area Transfer Plan – Organize your knowledge transfer tactics with this Excel-based template.

Systematically plan, execute, and confirm the transfer of critical knowledge within your organization using this template.

Outline specific transfer plans, including the tactics to use for each individual receiving knowledge.
Identify the essentials to be ready to receive knowledge.
Confirm that the knowledge transfer was successful.

5. Critical Knowledge Identifier – This practical Excel-based tool helps you evaluate and determine what knowledge is most critical to the success of the organization.

Use this tool to evaluate knowledge and determine which knowledge is most critical to the success of the organization, including:

Criteria Weighting: Assign importance weightings to knowledge evaluation criteria.
Knowledge Importance Evaluation: Enter all knowledge areas needed to support the strategy and answer a series of questions for each.
Critical Knowledge Selection and Comparison: View the results of the Knowledge Importance Evaluation, compare with a more detailed breakdown of scores, and select the final list of critical knowledge.

6. Knowledge Roadmap Presentation – Document your knowledge transfer roadmap to facilitate communication in this PPT-based template.

Document and communicate your knowledge culture roadmap to initiate the next steps in the process.

Create a presentation for management on your knowledge transfer roadmap.
Articulate project context, scope, and objectives and your roadmap, next steps, and timelines.
Revisit progress and status updates at least quarterly.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

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It was all good. The workshop gave us a very usable methodology for identifying and collecting information regarding key employees who may present... Read More

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Amanda provided high level guidelines, with some concreate suggestions.

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Knowledge Management

66 million Baby Boomers are set to retire and they're taking 50+ years of knowledge with them.

Please note this course is scheduled to be updated in 2026.

Course Modules: 5
Estimated Completion Time: 2-2.5 hours

Now Playing:
Academy: Knowledge Management | Executive Brief

An active membership is required to access Info-Tech Academy

Workshop: Build a Sustainable Knowledge Transfer Strategy

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define the Current and Target State

The Purpose

Establish the strategic context, goals, assess maturity and identify key metrics.

Key Benefits Achieved

Strategic context, goals, maturity, and key metrics identified.

Activities

Outputs

1.1

Create strategic alignment

Strategic perspective summary

1.2

Determine current maturity level & identify gaps

Organizational benefits and current pain points of knowledge transfer

1.3

Identify knowledge transfer metrics

Metrics for knowledge transfer

Module 2: Identify Knowledge Priorities

The Purpose

Identify & prioritize critical knowledge areas and assess risks.

Key Benefits Achieved

Critical knowledge areas and assess risks. identified and prioritized.

Activities

Outputs

2.1

Use major workflow to determine knowledge areas

Prioritized knowledge area risks

2.2

Apply IVALUE principles & weightings to determine knowledge impact

Inventory of knowledge levels in each knowledge area

2.3

Map team members to knowledge areas & assess levels of expertise

Action plan for risk mitigation

2.4

Analyze & flag at-risk areas

2.5

Discuss urgency & impact

Module 3: Build Knowledge Transfer Plans

The Purpose

Develop actionable transfer plans and select transfer tactics.

Key Benefits Achieved

Actionable transfer plans and select transfer tactics developed.

Activities

Outputs

3.1

Align on assessments and actions

Knowledge area transfer plans

3.2

Document knowledge items for prioritized knowledge areas

List of knowledge receivers

3.3

Finalize knowledge receivers

Selected transfer tactics

3.4

Select transfer tactics

Module 4: Define the Knowledge Transfer Roadmap

The Purpose

Draft & finalize the knowledge transfer roadmap by assigning owners, timelines & dependencies. Also, plan for continuous improvement.

Key Benefits Achieved

Knowledge transfer roadmap drafted and finalized.

Activities

Outputs

4.1

Prioritize the sequence of initiatives

Finalized knowledge transfer roadmap

4.2

Complete the project roadmap

Communication deck for stakeholders

4.3

Prepare your communication presentation

Summary of next steps

Build a Sustainable Knowledge Transfer Strategy

Transfer IT knowledge before it’s gone.

Analyst Perspective

Reimagine knowledge transfer for a modern IT organization.

Heather Leier-Murray.

Knowledge transfer tends to be thought of as a “nice to have” for IT organizations, but it is more critical than ever for organizations to manage workforce changes, innovate, and remain competitive. In today’s tech landscape institutional knowledge and collective expertise are as valuable as the systems we build. But we overlook the value of taking the time to curate knowledge and expertise while working and it ends up buried in inboxes and notes or walking out the door with talent.

On top of that, standard methods of training and surfacing knowledge miss the mark and leave about 70% of critical decision-making and knowledge untapped (Pontefract, 2025). This is because:

Documentation and formal instructions are prioritized over gaining context through experience.
Digital and AI tools are under used, and surface patterns or informal expertise is hidden in daily operations.
There is a lack of mechanisms to embed knowledge into daily workflows.

Reimagine knowledge transfer for a modern IT organization. Move beyond spreadsheets and document handoffs to deliver a dynamic, AI-augmented framework that ensures critical knowledge stays within the organization, and business continuity is proactively secured.

Heather Leier-Murray
Research Director, CIO
Info-Tech Research Group

Executive Summary

Your Challenge	Common Obstacles	Info-Tech’s Approach
Institutional knowledge and collective expertise are as valuable as the systems we build. But it’s difficult to sustain proactive knowledge transfer with the ongoing disruptions we’re experiencing in IT. You need to: Build a culture and systems that encourage open knowledge exchange. Reuse know-how to save time, reduce costs, and improve productivity. Foster continuous learning, skill development, and organizational knowledge growth. Leverage knowledge transfer to encourage resilience, new ideas, and improvements.	Applying a one-size-fits-all approach makes it difficult to align knowledge transfer with organizational goals. Lack of prioritization leads to transferring knowledge without considering the operational importance. Ignoring the type of knowledge (explicit vs. tacit) results in mismatched or ineffective transfer tactics. Insufficient time, competing priorities, and knowledge hoarding create overwhelm and prevent knowledge transfer.	To overcome these obstacles, focus on creating a structured but flexible framework or knowledge transfer. Align priorities, leverage the right tactics, and embed knowledge transfer into the day-to-day to ensure continuity and growth. Protect and prioritize critical knowledge to ensure business continuity and resilience. Select the right tools and methods for capturing and transferring knowledge effectively. Embed knowledge transfer into workflows so it becomes a natural part of daily operations.

Your Challenge

Common Obstacles

Info-Tech’s Approach

Institutional knowledge and collective expertise are as valuable as the systems we build. But it’s difficult to sustain proactive knowledge transfer with the ongoing disruptions we’re experiencing in IT. You need to:

Build a culture and systems that encourage open knowledge exchange.
Reuse know-how to save time, reduce costs, and improve productivity.
Foster continuous learning, skill development, and organizational knowledge growth.
Leverage knowledge transfer to encourage resilience, new ideas, and improvements.

Applying a one-size-fits-all approach makes it difficult to align knowledge transfer with organizational goals.
Lack of prioritization leads to transferring knowledge without considering the operational importance.
Ignoring the type of knowledge (explicit vs. tacit) results in mismatched or ineffective transfer tactics.
Insufficient time, competing priorities, and knowledge hoarding create overwhelm and prevent knowledge transfer.

To overcome these obstacles, focus on creating a structured but flexible framework or knowledge transfer. Align priorities, leverage the right tactics, and embed knowledge transfer into the day-to-day to ensure continuity and growth.

Protect and prioritize critical knowledge to ensure business continuity and resilience.
Select the right tools and methods for capturing and transferring knowledge effectively.
Embed knowledge transfer into workflows so it becomes a natural part of daily operations.

Info-Tech Insight
Knowledge is a strategic capability to integrate, develop, and disseminate across both human teams and artificial intelligence, rather than a passive asset to store. Use AI to manage explicit knowledge so people can focus on tacit expertise.

Your challenge

This research is designed to help organizations who are facing these challenges:

In today's digital workplace, knowledge is dispersed among systems such as SharePoint, Slack, Google Drive, and email, making it difficult for employees to locate the necessary information fast. This fragmentation results in redundant work, missed insights, and an overreliance on informal information sharing.
As hybrid work becomes more common and the speed of business accelerates, businesses require faster and more dependable access to institutional knowledge.
This has sparked increased interest in AI-powered knowledge management technologies that promise to reveal relevant information intelligently and contextually. The rise of generative AI has further increased the urgency, with many expecting it can overcome the limits of existing knowledge management systems.

Over 90% of organizations either lack a formal knowledge transfer program or are not adequately prepared to implement one.
(Source: Deloitte, 2021)

Common obstacles

Why IT organizations struggle to retain critical knowledge

One-size-fits-all knowledge transfer makes it difficult to align with organizational goals and can lead to wasted efforts. Tailoring knowledge transfer and methods to differences in roles, processes, and priorities improves retention.
Without clear prioritization there is the risk of spending time on transferring low-value knowledge while critical expertise remains with the holder. This gap results in fragmented efforts and missed opportunities to protect business-critical knowledge.
Explicit knowledge can be codified easily, while tacit knowledge can’t. Treating both types of knowledge the same leads to failure. Neglecting tacit knowledge because it’s difficult to capture and transfer leads to significant performance risks, often being cited as the top reason for project delays and quality issues.
The lack of dedicated time for knowledge transfer and cultural barriers like knowledge hoarding exacerbate the problem. Knowledge hoarding, specifically, can lead to decreased productivity and innovation, and reduces morale.

90% of respondents in a knowledge management study rated behavioral approaches (tacit knowledge transfer) as essential for sustaining competitive advantage
Source: Egbu, n.d.

Institutional knowledge is a competitive advantage

Institutional knowledge is collective expertise, understanding, information, and insights unique to an organization.

Institutional knowledge accumulates over time through employee experience and is vital for an organization’s operational efficiency, decision-making, and ability to adapt to change. It represents the unique way a company functions and thrives.

The value of an organization has less to do with its fixed assets and more to do with intangible assets including employee knowledge and capability.
Organizations need to invest in building a knowledge culture to embed capturing and sharing of knowledge into the way of working.

83% of organizations view knowledge as a critical asset.
(Source: Keevee, 2025)

Four critical ways ineffective knowledge practices undermine strategy:

Inefficiency due to “reinventing the wheel.”
Reduced capacity to innovate.
Loss of competitive advantage.
Increased vulnerability due to lack of understanding risk.

But how you spend time is holding you back

Employees are stuck in maintenance and admin and searching for information to do their job effectively.

71% of employee time is spent on maintenance (40%) and admin – meetings, emails, and other administrative tasks (31%).
Source: Info-Tech Staffing Diagnostic N=789 organizations between 2019-01-01 and 2025-01-01

42% percent of employees that spend over an hour per day searching for information to do their job.
Source: Keevee, 2025

There’s no time left to innovate. After admin and operational duties, employees have only 8% of their working time left for new initiatives and innovation. There is a better way.

Info-Tech Insight
Organizations that treat knowledge transfer as part of automation, onboarding, and decision-making pipelines, not as a standalone task, scale faster and lose less over time.

Effective knowledge transfer equals more effective work

25% The increase in productivity due to effective knowledge transfer.
Source: Vasile Crudu, 2025

34% The reduction in onboarding time for new employees.
Source: Vasile Crudu, 2025

Strong knowledge culture organizations report 35% higher innovation rates.
Source: Keevee, 2025

Forward thinking organizations use knowledge transfer to drive innovation

IT knowledge transfer is a process that, at its most basic level, ensures that essential IT knowledge and capabilities don’t leave the organization – and at its most sophisticated level, drives innovation and customer satisfaction.

Knowledge Transfer Risks:	Knowledge Transfer Opportunities:
Increased training and development costs when key stakeholders leave the organization. Decreased efficiency through long development cycles. Late projects that tie up IT resources longer than planned, and cost overruns that come out of the IT budget. Lost relationships with key stakeholders within and outside of the organization. Inconsistent project/task execution, leading to inconsistent outcomes. IT losing its credibility due to system or project failure from lost information. Customer dissatisfaction from inconsistent service.	Mitigated risks and costs from talent leaving the organization. Business continuity through redundancies preventing service interruptions and project delays. Operational efficiency through increased productivity by never having to start projects from scratch. Increased engagement from junior staff through development planning. Innovation by capitalizing on collective knowledge. Increased ability to adapt to change and save time-to-market. IT teams that drive process improvement and improved execution.

Knowledge Transfer Risks:

Knowledge Transfer Opportunities:

Increased training and development costs when key stakeholders leave the organization.
Decreased efficiency through long development cycles.
Late projects that tie up IT resources longer than planned, and cost overruns that come out of the IT budget.
Lost relationships with key stakeholders within and outside of the organization.
Inconsistent project/task execution, leading to inconsistent outcomes.
IT losing its credibility due to system or project failure from lost information.
Customer dissatisfaction from inconsistent service.

Mitigated risks and costs from talent leaving the organization.
Business continuity through redundancies preventing service interruptions and project delays.
Operational efficiency through increased productivity by never having to start projects from scratch.
Increased engagement from junior staff through development planning.
Innovation by capitalizing on collective knowledge.
Increased ability to adapt to change and save time-to-market.
IT teams that drive process improvement and improved execution.

Capture both explicit and tacit knowledge

Explicit	Tacit
“What knowledge” – knowledge can be articulated, codified, and easily communicated. Easily explained and captured – documents, memos, speeches, books, manuals, process diagrams, facts, etc. Learn through reading or being told.	“How knowledge” – intangible knowledge from an individual’s experience that is more from the process of learning, understanding, and applying information (insights, judgements, and intuition). Hard to verbalize, and difficult to capture and quantify. Learn through observation, imitation, and practice.

Types of explicit knowledge	Types of tacit knowledge
Information Specialized technical knowledge. Unique design capabilities/ methods/ models. Legacy systems, details, passwords. Special formulas/algorithms/ techniques/contacts.	Process Specialized research and development processes. Proprietary production processes. Decision-making processes. Legacy systems. Variations from documented processes.	Skills Techniques for executing on processes. Relationship management. Competencies built through deliberate practice enabling someone to act effectively.	Expertise Company history and values. Relationships with key stakeholders. Tips and tricks. Competitor history and differentiators.
Examples: reading music, building a bike, knowing the alphabet, watching a YouTube video on karate.	Examples: playing the piano, riding a bike, reading or speaking a language, earning a black belt in karate.

Types of explicit knowledge

Types of tacit knowledge

Information

Specialized technical knowledge.
Unique design capabilities/ methods/ models.
Legacy systems, details, passwords.
Special formulas/algorithms/ techniques/contacts.

Process

Specialized research and development processes.
Proprietary production processes.
Decision-making processes.
Legacy systems.
Variations from documented processes.

Skills

Techniques for executing on processes.
Relationship management.
Competencies built through deliberate practice enabling someone to act effectively.

Expertise

Company history and values.
Relationships with key stakeholders.
Tips and tricks.
Competitor history and differentiators.

Examples: reading music, building a bike, knowing the alphabet, watching a YouTube video on karate.

Examples: playing the piano, riding a bike, reading or speaking a language, earning a black belt in karate.

Mature knowledge transfer is part of your day-to-day, not an event

Info-Tech’s Knowledge Transfer Maturity Model

Knowledge culture is a strategic imperative

Old thinking about knowledge transfer is preventing CIOs from focusing on valuable knowledge related priorities to future-proof the workforce and drive innovation.

“Old” Mindset
“Capture knowledge before people leave.”
“Knowledge loss is a risk we must mitigate.”
“Identifying critical roles and people is key.”

“New” Mindset
“Knowledge transfer is a continuous, inclusive practice that benefits everyone.”
“A knowledge culture builds resilience, agility, and collective intelligence.”
“Everyone is a knowledge holder and a knowledge sharer, regardless of role or tenure.”
“Identify the critical knowledge that impacts organizational success.”

Info-Tech’s 2025 CIO Priorities report supports the need for the shift from the old to the new knowledge transfer mindset with the following priorities:

Shift from managing information to cultivating high-quality knowledge
Break down silos -- the path to AI value is paved in knowledge.
Support a culture of continuous learning and knowledge sharing – it is essential to future-proof the workforce and drive innovation.

Build a Sustainable Knowledge Transfer Strategy.

Executive Brief Case Study

INDUSTRY: Energy

SOURCE: GRC Cybersecurity, Senior Analyst, Anonymous Organization

Prioritizing critical knowledge rather than individual roles at risk leads to decreased onboarding time.

The organization was faced with limited knowledge traceability, fragmented ownership, and a lack of process stewardship. Understanding the potential for employee transitions in the future and slow to productivity onboarding, they realized they needed to shift from episodic to sustainable knowledge transfer in a formalized knowledge management system.

The cybersecurity team initiated the pilot and then transitioned a full IT organization roll out to the project management office to simplify adoption for downstream teams. To ensure traceability and accessibility, GRC was designated the ongoing process owner. Key actions included:

Prioritizing documentation of critical processes based on business impact rather than individual retirement risk.
Capturing about 80% of SOPs, especially focusing on those relevant to onboarding new team members.
Creating a central repository to support emergency knowledge transfer response and programmatic knowledge.
Embedding knowledge management principles into the culture with a mindset shift from reliance on critical individuals to prioritization of critical knowledge.

Results

The result is a more resilient, scalable, and culturally embedded knowledge transfer process that supports both continuity and onboarding, while allowing managers and teams to understand not just what is done but how and why.

Insight summary

Overarching insight
IT must strategically develop an embedded knowledge culture to move beyond reactionary and fragmented knowledge practice. This is a state where both humans and AI are provided with the information they need for optimal performance. Once AI manages explicit knowledge, people can focus on tacit expertise.

Capture knowledge when it’s created.
The most efficient way to transfer knowledge is to capture it when it’s created, via AI tools integrated into daily workflows, not after-the-fact documentation.

Knowledge transfer helps you scale faster.
Organizations that treat knowledge transfer as part of automation, onboarding, and decision-making pipelines, not as a standalone task, scale faster and lose less overtime.

Move beyond documents.
Don’t wait until knowledge is walking out the door to capture it. Shift from reactive, document heavy handoffs to a strategic, AI-powered process woven into daily workflows and culture. Use digital tools to continuously surface, structure, and share knowledge, beyond static documentation.

Embed knowledge culture
Pair technical solutions with cultural enablers to normalize knowledge sharing and make knowledge accessible in workflows.

Info-Tech’s Methodology to Build a Sustainable Knowledge Transfer Strategy

	1. Initiate knowledge transfer priorities	2. Assess knowledge risks	3. Design transfer plans	4. Implement the knowledge culture roadmap
Phase Steps	Map your team’s priorities to the business strategy Identify critical knowledge areas	Assess team member knowledge Identify knowledge transfer risks & priorities	Validate knowledge assessments Build the transfer plans	Build the knowledge roadmap
Phase Outcomes	Business context understanding Critical knowledge areas identified	Knowledge standard, risks, and priorities identified for each team Team action plans drafted	Knowledge area transfer plans Knowledge receivers identified Knowledge transfer tactics chosen	Roadmap ready to communicate and implement

Blueprint deliverables

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals:

Knowledge Transfer Tactics Library
Select the right transfer tactic for the type of knowledge and understand how to enhance traditional methods with AI.

Knowledge Area Transfer Plan
Select the right transfer tactic.

Critical Knowledge Identifier
This practical tool helps you evaluate and determine what knowledge is most critical to the success of the organization.

Knowledge Roadmap Presentation
Document your roadmap to make it easy to communicate.

Key deliverable:

Knowledge Assessment & Action Plan
This is a practical guide for taking inventory of critical knowledge areas and assessing individual level of expertise. Use this tool to identify and prioritize knowledge areas and plan to mitigate knowledge risks.

Blueprint benefits

IT Benefits	Business Benefits
Business continuity through redundancies preventing service interruptions and project delays. Operational efficiency through increased productivity by never having to start projects from scratch. Increased engagement from junior staff through development planning. IT teams that drive process improvement and improved execution.	Mitigated risks and costs from talent leaving the organization. Innovation by capitalizing on collective knowledge. Increased ability to adapt to change and save time-to-market. A more mature IT function to support and lead business initiatives.

Info-Tech offers various levels of support to best suit your needs

DIY Toolkit	Guided Implementation	Workshop	Consulting
"Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful."	"Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track."	"We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place."	"Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project."

Diagnostics and consistent frameworks are used throughout all four options.

Guided Implementation

Phase 1	Phase 2	Phase 3	Phase 4
Call #1: Scope requirements, objectives, and your specific challenges.	Call #2: Assess current maturity & metrics. Call #3: Review knowledge area groupings.	Call #4: Review knowledge assessment map & discuss potential risks. Call #5: Review critical knowledge area transfer plan templates. Call #6: Discuss transfer tactics. Call #7: Discuss roadmap initiatives.	Call #8: Identify and prioritize initiatives & next steps.

Phase 1

Phase 2

Phase 3

Phase 4

Call #1: Scope requirements, objectives, and your specific challenges.

Call #2: Assess current maturity & metrics.

Call #3: Review knowledge area groupings.

Call #4: Review knowledge assessment map & discuss potential risks.

Call #5: Review critical knowledge area transfer plan templates.

Call #6: Discuss transfer tactics.

Call #7: Discuss roadmap initiatives.

Call #8: Identify and prioritize initiatives & next steps.

A Guided Implementation (GI) is a series of calls with an Info-Tech analyst to help implement our best practices in your organization.

A typical GI is 8 to 12 calls over the course of 4 to 6 months.

Transfer IT knowledge before it’s gone.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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