Preserve Knowledge Before It's Lost: A Practical Playbook for Capture and Transfer

Handoff and Role-Change Checklist. Use this checklist whenever someone changes role, leaves, or hands work to another person. Store the completed checklist with the team’s onboarding materials. Scope and context: Document the tasks, projects, and regular responsibilities being handed over. Step-by-step how-to: Attach...

Quick Knowledge Loss Audit — Where is your knowledge leaking?. Use this brief audit to identify high-risk areas and prioritize capture work. Answer each prompt and score it 1 (low) to 5 (high). Higher totals indicate more urgent need for capture. Audit prompts. How many tasks are currently performed by only one...