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.


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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.

Book Your Workshop

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.

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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