Build a Sustainable Knowledge Transfer Strategy

Transfer IT knowledge before it’s gone.

The Situation

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.

Build a Sustainable Knowledge Transfer Strategy visualization

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.

Blueprint Contents

Build a Sustainable Knowledge Transfer Strategy Phases 1-4
Knowledge Assessment & Action Plan
Knowledge Transfer Tactics Library
Knowledge Area Transfer Plan
Critical Knowledge Identifier
Knowledge Culture Roadmap Presentation Template

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.

10.0/10

Overall Impact

$15,690

Average $ Saved

Average Days Saved

Member Testimonials
Client	Bay Cove Human Services Inc.
Experience	Workshop
Impact	10/10
$ Saved	$17,680
Days Saved	4
Testimonial	It was all good. The workshop gave us a very usable methodology for identifying and collecting information regarding key employees who may present... It was all good. The workshop gave us a very usable methodology for identifying and collecting information regarding key employees who may present risk to the company if they left. The exercises and working sessions were interesting and got us to think more about the process and ask more questions.

Member Testimonials
Client	Alabama Department of Labor (ADOL)
Experience	Workshop
Impact	10/10
$ Saved	$13,700
Days Saved	20
Testimonial	Bill is fantastic, we have had him as our instructor twice now, and both times he's been exceptional to work with. Having a well-built plan in hand... Bill is fantastic, we have had him as our instructor twice now, and both times he's been exceptional to work with. Having a well-built plan in hand, ready for us to tackle, is invaluable.

Member Testimonials
Client	Canada Border Services Agency
Experience	Workshop
Impact	10/10
$ Saved	$25,000
Days Saved	23
Testimonial

Member Testimonials
Client	eGov Jamaica Ltd.
Experience	Guided Implementation
Impact	8/10
$ Saved	$1,259
Days Saved	5
Testimonial	The Analyst was very knowledgeable and prepared for the session and provided information and tool which we could readily see how they can assist in... The Analyst was very knowledgeable and prepared for the session and provided information and tool which we could readily see how they can assist in our endeavour/project. I am not able to identify any negative about the experience.

Member Testimonials
Client	Saskatchewan Blue Cross
Experience	Guided Implementation
Impact	9/10
$ Saved	$10,000
Days Saved	2
Testimonial	Amanda provided high level guidelines, with some concreate suggestions. Amanda provided high level guidelines, with some concreate suggestions.

Member Testimonials
Client	Experience	Impact	$ Saved	Days Saved	Testimonial
Bay Cove Human Services Inc.	Workshop	10/10	$17,680	4	It was all good. The workshop gave us a very usable methodology for identifying and collecting information regarding key employees who may present... It was all good. The workshop gave us a very usable methodology for identifying and collecting information regarding key employees who may present risk to the company if they left. The exercises and working sessions were interesting and got us to think more about the process and ask more questions.
Alabama Department of Labor (ADOL)	Workshop	10/10	$13,700	20	Bill is fantastic, we have had him as our instructor twice now, and both times he's been exceptional to work with. Having a well-built plan in hand... Bill is fantastic, we have had him as our instructor twice now, and both times he's been exceptional to work with. Having a well-built plan in hand, ready for us to tackle, is invaluable.
Canada Border Services Agency	Workshop	10/10	$25,000	23
eGov Jamaica Ltd.	Guided Implementation	8/10	$1,259	5	The Analyst was very knowledgeable and prepared for the session and provided information and tool which we could readily see how they can assist in... The Analyst was very knowledgeable and prepared for the session and provided information and tool which we could readily see how they can assist in our endeavour/project. I am not able to identify any negative about the experience.
Saskatchewan Blue Cross	Guided Implementation	9/10	$10,000	2	Amanda provided high level guidelines, with some concreate suggestions. Amanda provided high level guidelines, with some concreate suggestions.

ITRG Provides Proven Results for IT Leaders

30,000+

ITRG members spanning the Global 2000

$400M+

Cut from IT costs with our pricing intelligence and advisory support

+8%

Increase in stakeholder satisfaction where IT leaders used Info-Tech services

9.5/10

Member-related value across +50,000 analyst calls, workshops and projects

About Info-Tech Research Group

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.

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