Knowledge Audit Toolkit

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Identify opportunities for implementing, adopting or enhancing analytics as part of every assurance and continuous monitoring initiative.

More Uses of the Knowledge Audit Toolkit:

  • Provide leadership, coaching, performance management and personal development support.

  • Execute quarterly continuous audit monitoring.

  • Supervise and implement the execution of the audit plan and ensure effective audit practices for traditional and continuous audits.

  • Coordinate: be accountable to understand IT risks related to proprietary technology for the platform to ensure adequate audit coverage.

  • Confirm your organization leaders who support your development through coaching and managing opportunities.

  • Drive a vision for IT solutions that improve security, productivity and competitive advantage.

  • Develop and drive initiatives with minimal oversight or guidance.

  • Head: service management analysts.

  • Manage use of data visualization and reporting.

  • Manage Lean/six sigma, continuous improvement methodologies.

  • Discover how the best teams share values, purpose and culture to create a new future together.

  • Evaluate: continually risk assess coverage portfolio and adjust plan to meet areas of highest risk.


Save time, empower your teams and effectively upgrade your processes with access to this practical Knowledge Audit Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Knowledge Audit related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Knowledge Audit specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Knowledge Audit Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 932 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Knowledge Audit improvements can be made.

Examples; 10 of the 932 standard requirements:

  1. Rapidly increasing specialization of skill and knowledge presents a major management challenge. How does your organization maintain a work environment that supports specialization without compromising its ability to marshal its full range of Human Resources and turn on a dime to implement strategic imperatives?

  2. The identification of the most effective transfer systems involves asking corresponding questions as: Who is the intended receiver of the knowledge in terms of similarity of task and context?

  3. What are the key areas of knowledge, and what are your key knowledge assets that, if you managed them better, would make a big difference to achieving your organizations objectives?

  4. Strategies of knowledge management: What strategies can you distinguish when you look beyond the very abstract differentiation between a codification and a personalization strategy?

  5. How do you retain knowledge, employees may have own excellent processes for getting things done, and what happens if they should leave your organization suddenly and unexpectedly?

  6. How do you manage organizational knowledge to accomplish the collection and transfer of workforce knowledge and the transfer of relevant knowledge from customers and suppliers?

  7. If you do not have a formal induction programme, are there informal processes in place to ensure that new recruits get the knowledge they need to learn what they need to know?

  8. Key problem solving knowledge resides with the knowledge workers, and not the manager. So, how do you adapt project management techniques to deal with this key reality?

  9. Do leaders openly and actively share knowledge about what they are doing, where your organization is going, what plans for the future are, how things are financially?

  10. What are the factors that influence the success of codification strategies for knowledge management as a feedback-mechanism where your organization develops software?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Knowledge Audit book in PDF containing 932 requirements, which criteria correspond to the criteria in...

Your Knowledge Audit self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Knowledge Audit Self-Assessment and Scorecard you will develop a clear picture of which Knowledge Audit areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Knowledge Audit Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Knowledge Audit projects with the 62 implementation resources:

  • 62 step-by-step Knowledge Audit Project Management Form Templates covering over 1500 Knowledge Audit project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Performance Assessment: If you are worried about method variance before you collect data, what sort of design elements might you include to reduce or eliminate the threat of method variance?

  2. Scope Management Plan: Are meeting objectives identified for each meeting?

  3. Team Member Performance Assessment: How is your organizations Strategic Management System tied to performance measurement?

  4. Team Member Performance Assessment: Does the rater (supervisor) have the authority or responsibility to tell an employee that the employees performance is unsatisfactory?

  5. Cost Management Plan: Are all key components of a Quality Assurance Plan present?

  6. Procurement Audit: Who is verifying the performance of the contract and approving payments?

  7. Schedule Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Knowledge Audit project?

  8. Stakeholder Management Plan: Are actuals compared against estimates to analyze and correct variances?

  9. Lessons Learned: Were the Knowledge Audit project objectives met (if not, briefly account for what wasnt met)?

  10. Human Resource Management Plan: Account for the purpose of this Knowledge Audit project by describing, at a high-level, what will be done. What is this Knowledge Audit project aiming to achieve?

Step-by-step and complete Knowledge Audit Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Knowledge Audit project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Knowledge Audit project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Knowledge Audit project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Knowledge Audit project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Knowledge Audit project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Knowledge Audit project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Knowledge Audit project with this in-depth Knowledge Audit Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Knowledge Audit projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Knowledge Audit and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Knowledge Audit investments work better.

This Knowledge Audit All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.