STEP 1: IDENTIFY KNOWLEDGE

In an effort to be comprehensive, practitioners often make the mistake of trying to inventory and transfer all knowledge of every potential retiree. This feat is overwhelming and, frankly, unnecessary. This Infoline will focus on capturing critical knowledge—information crucial to organizational goals.

During this initial assessment, you will identify who has critical knowledge as well as what critical knowledge they have. Knowing this gives you a picture of your organization’s risk level. Determining the risk level enables your organization to prioritize its biggest risk areas and ensure that the most critical knowledge is captured and prepared for transfer first.

WHO HAS CRITICAL KNOWLEDGE?

To identify who has ...

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