People-focused knowledge management


Capture and Transfer Expertise from Departing Personnel



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People.Focused.Knowledge.Management.

Capture and Transfer Expertise from Departing Personnel. This
is a valuable practice when competent people retire or are pro-
moted. Many approaches are used. For example, some use
trained observers who document routine and semi-routine work
in job descriptions, reports, or video recordings. Others utilize
“self-elicitation” by writing or audio or video recording the
departing individual as they perform their work or when they
provide explanations of their expertise. Others use KM profes-
sionals to elicit and document pertinent knowledge. Still others
use apprenticing or shadowing to learn on-the-job. Shadowing
is particularly useful when the expertise covers a highly 
variable domain such as for managers, internal consultants,
“troubleshooters,” and similar broad fields.
Capture and Apply Decision Reasoning. This is very important
but rarely performed well. It involves identifying and making
explicit the reasons why a particular decision was created and
chosen and other pertinent aspects regarding the situation.
Capture of what is behind the decision involves identifying the
context and circumstance of the situation, as well as the per-
spectives that dominated the options that were considered and
rejected, with reasons noted. The context also needs to be
described. Decision reasoning is equally important for decisions
that led to problems or dead ends.
Capture and Transfer Competitive Knowledge. It is always
important to allow the enterprise to understand new challenges
and new opportunities. Capture of competitive knowledge may
largely be achieved by following patent applications, partici-
pating in professional knowledge exchanges, learning from 
customers and suppliers, and, in some instances, acquiring and
analyzing competitive products.
Create Lessons Learned Systems. These systems are provided to
support existing work and capture new knowledge, and they
include procedures for sequestering the persons directly involved
when a notable situation has occurred. They consist of several
elements, including: (1) individuals involved in the target lesson
learned (LL) situation; (2) procedures for the capture process;
(3) repository for initial, unedited capture information; (4)
editing process; (5) approval process for including LL into the
final knowledge base (KB); (6) resulting KB consisting of all LLs;
(7) KB access methods (such as Case-Based Reasoning, or CBR);
(8) user community that will access and use the LLs in their
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work; and (9) information technology environment in which
LLS is implemented. The target LL situation may be a solved
problem, a preventable mishap, a recognizable opportunity, and
so on. LLS procedures call for quick assembly of participants to
capture all relevant information, often in a predefined, struc-
tured format to make such knowledge available when required.
The LLS may use CBR technology to store and locate applic-
able knowledge in the form of representative cases to provide
guidance when a new situation arises (Wiig 1995, pp. 295–304).

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