September 19, 2010

By tom

Posted In


Information and Knowledge Retention

A process to mitigate risk? Now that’s a good idea…

The constant flow of people leaving and joining an organisation is one we are all used to. Valued employees retire and newcomers find themselves awash in a sea of information for which they are now responsible.

The more experience and expertise the leaver has, the harder it is for their replacement to start their role. All organisations have their specialists and people who are critical to supplying the products to the customer. Their knowledge may be product based or they may be a key contact with your valued customers. Either way, they play a critical role.

If your organisation has robust processes to manage this knowledge and information transfer then great, if not, then do consider how this type of activity can help.

Information and Knowledge Retention and Transfer follows a 6 stage process:

  1. First we identify with you where your high-risk information and knowledge lies.
  2. Secondly we identify where in the business this information is used and who are the customers for the expertise.
  3. Thirdly we gather this information by a process of interviews, workshops, sifting through emails and folders.
  4. The fourth stage can be thought of as a sanity check. Here we review all the information and knowledge gathered with the person’s peers, their managers and the customers using workshops and collaborative sessions.
  5. The fifth stage is the handover to the recipient. The gathered information forms the basis of an action plan to ensure that the transfer process occurs.
  6. The sixth stage monitors the handover and ensures that the change over is a smooth as possible.

Above all, Information and Knowledge Retention is all about helping you to work more effectively.