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Our Approach to Knowledge Transfer

The following is an article from the Spring 2018 edition of the "Successful Solutions" newsletter

What is Knowledge Transfer?

It is the development of a protocol for documenting essential knowledge and skills required to do the core work for targeted roles identified by a risk assessment. It is part of a larger Workforce Analysis made up of: Risk Assessment; Knowledge Transfer Pilot; Impact Analysis; Resource Management Planning; Strategic Forecast Planning.

(Graphic: An example of an analysis we did for the Massachusetts Department of Environmental Protection)

The Knowledge Transfer phase itself can consist of:

  • Business requirements gathering to understand desired application(s) of the Knowledge Transfer tool
  • Key informational interviews to understand the complexity of the work across the organizations functions and levels.
  • Drafting a Knowledge Transfer framework / protocol. Note: It may be decided that the protocol could be Job shadowing; Expert interviews; On-line Data Transfer or a combination of approaches based on the complexity of the role.
  • Pilot Knowledge Transfer Tool & protocol

How can we help your organization to implement a Knowledge Transfer initiative? Based on your organization's existing succession planning process and role based data, UMass Donahue Institute will conduct a needs assessment (at no cost) and submit a proposal to your organization's senior leadership.

Please contact Dana Henry for more information.

Read the entire issue of the ODLS newsletter, Successful Solutions

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UMass Donahue Institute

University of Massachusetts

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100 Venture Way, Suite 9

Hadley, Massachusetts 01035

(413) 545-0001

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