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

Step‑by‑step practices, templates, and roles to capture tacit knowledge, codify best practices, and make onboarding and handoffs reliable across teams and time.

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

Interactive Tool

Explore this interactive audit, assessment, reflection, or practical tool. Sign in to save your responses and return to them later.

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Worksheet

30‑Day Capture Sprint — Fast experiment to preserve critical knowledge. Run this simple sprint to convert fragile knowledge into working guidance. Aim small: focus on 3–6 high-value tasks and prove the process over 30 days. Roles. Owner: sponsor who selects target tasks (manager). Cultivator: runs interviews and...

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Template

Tacit Knowledge Interview Script & Notes Template

A practical, reusable interview script and note-taking template designed to capture tacit practitioner knowledge: context, decision triggers, heuristics, edge cases, artifacts, and handoff details. Includes consent language, interviewer tips, a structured note layout, quick transcription checklist, and suggested follow-up actions.

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Template

Tacit Knowledge Transfer Interview Script and Facilitator Guide

A ready-to-use, time-boxed interview script with facilitator notes, sample questions, probing prompts, and a practical follow-up checklist to capture tacit expertise, artifacts, and decision heuristics for reliable handoffs and faster onboarding.

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