Interactive Tool

Knowledge Capture Interview — Practical Template

Use this guided form to run a focused interview with an experienced team member. Aim for 30–45 minutes. Record audio with permission and fill answers during or immediately after the conversation.

Enter the interview date.
Person who performs the work.
Interviewee's role when performing this work.
A short name for the task you are capturing.
Choose the closest cadence.
Describe the essential steps someone must follow to complete the work.
What tradeoffs, checks, or cues indicate which option to choose?
What usually goes wrong and how to detect or prevent it?
Small practices that make the work faster or safer.
Select items that exist today (check all that apply).
Who to call for help and in what order.
Choose how urgent it is to capture this knowledge.
1 10
This helps schedule shadowing or formal handoffs.
Anything else useful (links to docs, recordings, file paths).
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