Transfer IT Knowledge Before It’s Gone

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

Onsite Workshop

Losing knowledge will undermine your organization’s strategy through:

  • Inefficiency due to “reinvention of the wheel”
  • Loss of competitive advantage
  • Reduced capacity to innovate
  • Increased vulnerability

Creating a knowledge transfer roadmap will allow you to:

  • Build a strategic roadmap to retain and share knowledge in your IT organization.
  • Build a fit-for-purpose strategy for knowledge transfer based on your organization’s business goals.
  • Select knowledge transfer tactics based on the type of information and the knowledge source’s risk profile.
  • Increase departmental efficiencies through increased collaboration.
  • Retain key IT knowledge.
  • Improve junior employee engagement by creating development opportunities with senior staff.

Module 1: Define the Current and Target State

The Purpose

  • Gain a thorough understanding of reasons why your organization should invest in knowledge transfer.
  • Identify specific challenges that this workshop will address.

Key Benefits Achieved

  • Identified challenges.
  • Defined target state.
  • Identified project team.

Activities: Outputs:
1.1 Knowledge transfer fireside chat.
  • Organizational benefits and current pain points of knowledge transfer.
1.2 Identify current and target maturity.
  • Identified target state of maturity.
1.3 Identify knowledge transfer metrics.
  • Metrics for knowledge transfer.
1.4 Identify knowledge transfer project stakeholders.
  • Project stakeholder register.

Module 2: Identify Knowledge Priorities

The Purpose

  •  Identify who your primary risk targets for knowledge transfer are.

Key Benefits Achieved

  •  Identified knowledge sources.
  • Identified knowledge risks.
  • Identified knowledge sources’ likelihood of departure.

Activities: Outputs:
2.1 Identify your knowledge sources.
  • List of high risk knowledge sources.
2.2 Complete a knowledge risk assessment.
  • Departure analysis.
2.3 Identify knowledge sources’ level of knowledge risk.
  • Knowledge risk analysis.

Module 3: Build Knowledge Transfer Plans

The Purpose

  • Build an interview guide.
  • Practice interviewing knowledge sources to identify key knowledge assets.

Key Benefits Achieved

  • Key sources interviewed.
  • Understanding of key knowledge transfer tactics.
  • Completed knowledge transfer plan.

Activities: Outputs:
3.1 Build an interview guide.
  • Knowledge transfer interview guide.
3.2 Interview knowledge holders.
  • Itemized knowledge assets.

Module 4: Define the Knowledge Transfer Roadmap

The Purpose

  • Build the logistics of the knowledge transfer roadmap.
  • Communicate to key stakeholders.

Key Benefits Achieved

  • Prioritized the sequence of initiatives.
  • Completed the project roadmap.
  • Ready to communicate with project team and sponsor.

Activities: Outputs:
4.1 Prioritize the sequence of initiatives.
  • Prioritized sequence based on target state maturity goals.
4.2 Complete the project roadmap.
  • Project roadmap.
4.3 Prepare communication presentation.
  • Communication deck.

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Onsite 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 onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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