Knowledge transfer process
Last updated: May 19, 2021
Knowledge transfer can be done in a variety of ways. While the specifics may differ between situations, the general Knowledge Transfer Process (PDF, 104KB) has four phases:
This phase involves identifying what knowledge needs to be transferred.
- Understanding the knowledge required to do the work
- Identifying knowledge of value that should be transferred. Is the knowledge tacit or explicit?
This phase involves prioritizing the knowledge that needs to be transferred based on factors, such as importance, availability, and frequency.
- Assessing the risk of losing knowledge
- Prioritizing knowledge to be captured and transferred
- Using the Knowledge Transfer Inventory Template (PDF, 58KB) to help with the prioritization process
This phase involves using different approaches to capture and transfer the knowledge. Often knowledge transfer occurs during the capture process.
- Determining the best approaches to capture and transfer the knowledge
- Capturing and transfer the knowledge using a variety of approaches
- Following information security and privacy guidelines
This phase is essential to ensuring that the work done in the previous 2 phases provides ongoing value and support to your team.
- Keeping information up to date
- Organizing information so it's easily found and readily available
- Sharing information broadly while ensuring information meets security and privacy requirements