Step 3: Developing a Knowledge Transfer Plan Fill in the matrix below. Start by inserting all the critical activities you identified in Step 1. Answer the question in the chart for each area. Use the detail developed in Step 2 to help with thinking about the questions. Consult with management after completing the first DRAFT. Sometimes it is hard to judge the importance and impact of the task on the agency. Collaborating with multiple managers in the area will help confirm perception of current importance, availability and import on the agency. Work with management to develop strategy to address tasks that are identified as critical. Critical Task Critical Knowledge, Importance Availability Impact Resources Strategy: Potential Strategy: Potential Strategy: Potential Skills, and Abilities Successor 1 Successor 2 Successor 3 Low-Medium-High Is the knowledge Low-Medium-High What resources and expertise [files, people, web How does the How does the How does the Gauge the currently available [If the task is sites, references, incumbent plan to incumbent plan to incumbent plan to importance of the from anyone else in important and there etc.] exist to help address this address this address this task identified our work area? is no one else who other learn this knowledge gap with knowledge gap with knowledge gap with possesses the task? one potential one potential one potential Yes, No or Don’t knowledge, impact successor? successor? successor? Know is high.] How and when? How and when? How and when? [If yes, who?] EXAMPLE: 1. Knowing how to High No. Jane knows High Jane for database. Outline step-by-step Outline step-by-step Outline step-by-step Processing special enter special how to enter data, My special request process of handling process of handling process of handling request forms. request into the but the rest only I files for format of special requests. special requests. special requests. computer system do. info needed. Create a matrix of Create a matrix of Create a matrix of Knowing how to each person’s each person’s each person’s assign requests, expertise to help expertise to help expertise to help based on each with assignments of with assignments of with assignments of person’s special request. special request. special request. experience Knowing which Me – July 31 2013 Me – July 31 2013 Me – July 31 2013 information to ask customer for
Step 3: Developing a Knowledge Transfer Plan Fill in the matrix below. Start by inserting all the critical activities you identified in Step 1. Answer the question in the chart for each area. Use the detail developed in Step 2 to help with thinking about the questions. Consult with management after completing the first DRAFT. Sometimes it is hard to judge the importance and impact of the task on the agency. Collaborating with multiple managers in the area will help confirm perception of current importance, availability and import on the agency. Work with management to develop strategy to address tasks that are identified as critical. Critical Task Critical Knowledge, Skills, and Abilities Importance Low-Medium-High Gauge the importance of the task identified Availability Is the knowledge and expertise currently available from anyone else in our work area? Yes, No or Don’t Know [If yes, who?] Impact Low-Medium-High [If the task is important and there is no one else who possesses the knowledge, impact is high.] Resources What resources [files, people, web sites, references, etc.] exist to help other learn this task? Strategy: Potential Successor 1 How does the incumbent plan to address this knowledge gap with one potential successor? How and when? Strategy: Potential Successor 2 How does the incumbent plan to address this knowledge gap with one potential successor? How and when? Strategy: Potential Successor 3 How does the incumbent plan to address this knowledge gap with one potential successor? How and when? EXAMPLE: Processing special request forms. 1. Knowing how to enter special request into the computer system Knowing how to assign requests, based on each person’s experience Knowing which information to ask customer for High No. Jane knows how to enter data, but the rest only I do. High Jane for database. My special request files for format of info needed. Outline step-by-step process of handling special requests. Create a matrix of each person’s expertise to help with assignments of special request. Me – July 31 2013 Outline step-by-step process of handling special requests. Create a matrix of each person’s expertise to help with assignments of special request. Me – July 31 2013 Outline step-by-step process of handling special requests. Create a matrix of each person’s expertise to help with assignments of special request. Me – July 31 2013