Ensures the information is structured, stored, and transferred to who could benefit from it using a knowledge transfer plan checklist.
Use this knowledge transfer template during the project planning process to help the team plan the best method to adopt to accomplish the process effectively.Download template
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A KT checklist is a guide that helps organizations plan, create, acquire, and share knowledge with another entity, ensuring its availability for future use. It also allows companies to focus on the knowledge and expertise that needs to be shared with the workers. In addition to that, the knowledge transfer plan checklist allows you to assess how important a task is to the mission of the organization.
The template will help organizations achieve the results they desire by setting clear goals from the very beginning. Some of the things that you need to consider in the application of the knowledge transfer plan checklist are:
The knowledge transfer flows through various levels — organizational, project, and individual. At the organizational level, information is shared between vendors and clients, and between team members at a project level. At an individual level, knowledge goes to and from experts.
When it comes to a multi-project environment, information shared at the project and organizational levels are important. Knowledge shared in these levels relies heavily on the quality of the data warehouse.
The most challenging level, on the other hand, is knowledge transfer that flows from a person to a project. That’s because it is directed by the fact that the task is sometimes done intuitively. However, organizations often favor this process as a systematic method to manage knowledge.
The information shared between two or several parties can either be tacit or explicit. Tacit knowledge is intuitive and intangible. It consists of insights and personal and accumulated experiences. Explicit knowledge, on the other hand, is what transfer strategies are made of. It includes guidelines, documents, and other processes. Unlike tacit knowledge, it is quantifiable and easier to share. It is the knowledge shared in the various levels mentioned above.
To have an effective knowledge transfer, consider the following guidelines:
Even if you have a KT checklist, the knowledge transfer process can be intimidating at first. It usually involves capturing a bit of information and planning the best method to adopt to accomplish the process effectively. More so, knowing where to start developing a knowledge transfer is critical to its success.
Once you have everything figured out, you can start the planning process that involves the following steps:
Determining what information must be collected is the most critical step to the process. Not all information is relevant and necessary. Determine where you’re getting knowledge and what type of information you will collect.
Some of the questions below can help you get started:
After answering these questions, create a list of names, activities, and tasks that need more information.
This step is more than just conducting interviews or researching. The goal is to create a system that outlines and captures the knowledge in the organization. For example, creating a spreadsheet that contains the following information:
This step focuses on how to share the appropriate knowledge with the right people, the right way. There are different methods to do this, and they are often combined together. Here are a few of them:
How do you know if the knowledge transfer plan is successful? That depends on the goals and benchmarks set by your organization. Have you accomplished those goals and reached those targets?
With a digital knowledge transfer plan checklist, you can easily document and carry out the information via tablet or smartphone - online or offline. With the desktop software, you create the relevant content and then evaluate the collected data. Take advantage of the other benefits for your daily work: