Knowledge Management Toolkit

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Confirm your organization analysis of statutory and regulatory processes and controls associated with information management programs and administration to provide program management/policy development to improve operations and gain efficiencies.

More Uses of the Knowledge Management Toolkit:

  • Ensure service operations, knowledge management, continuous improvement or problem management, service level and availability management are operationalized across the team.

  • Be accountable for using analytical methods regarding information management process changes, technological and business improvements, and industry trends to implement change.

  • Manage to ensure that knowledge management and data capture processes are adhered to by members of IT, to issue reports and reuse existing information efficiently.

  • Manage work with the products technical lead, set the requirements, priorities and direction for the product, bringing the customer and business perspective to the consideration for various features and analytical data requirement.

  • Lead: implement and lead technical knowledge management to develop and maintain strengths, key technical skills, knowledge continuity and facilitate career advancement opportunities to employees.

  • Manage: globally aligned and locally applied organization culture programs, organizational structure design, employee training and development, knowledge management, organizational planning, operational excellence, etc.

  • Ensure your organization executes production engineering processes, incident management, root cause analysis, problem management, change management, release management and knowledge management.

  • Contribute to developing and implementing clients IT strategy, effectively planning for the future, and enhancing current business capabilities.

  • Be certain that your organization participates in research and provides input into potential tools, techniques, methodologies, processes, and metrics for knowledge management and technical writing.

  • Collaborate with human resources, enterprise engineering, mission systems engineering and other groups to publicize and promote knowledge sharing initiatives.

  • Manage work with other Customer Service Managers to oversee your network of agents, ensuring fast turnaround times and high quality customer service throughout the network.

  • Analyze the effectiveness of the knowledge management platform/programs through observation and metrics to evaluate its impact, success, and evolve the strategy.

  • Assure your organization recommends the nature and scope of present and future solution lines by reviewing solution specifications and requirements; appraising new solution ideas and/or solution or packaging changes.

  • Support the governance teams data collection and knowledge management, strengthen the teams learning systems, and help foster a culture of learning and evaluation.

  • Be certain that your organization oversees the development and implementation of a knowledge management infrastructure and leads in the management of organizational knowledge as a strategic asset to further your organizations goals.

  • Prevent the re occurrence of incidents by supporting the problem management and knowledge management processes while working directly with customers, vendors and other personnel as appropriate.

  • Be accountable for ensuring successful implementation of a knowledge management framework focused on standards, policies, and processes to maximize the value of assets, through quality and risk management.

  • Be accountable for building partnerships identifying opportunities and taking action to build strategic relationships between ones area and other areas, teams, departments, units or organizations to help achieve business goals.

  • Manage knowledge on service catalog, incident management, knowledge management, configuration and asset management, change management and release management with extensive knowledge on it service management.

  • Coordinate knowledge management tasks with supporting organizations, under government direction, to ensure best practices, techniques, and technologies are identified.

  • Ensure knowledge management and continuous service improvement and be accountable for the application support operations to end users and business stakeholders.

  • Serve as point of contact and troubleshooter in resolving technical problems, issues, and concerns involving knowledge management business process solutions.

  • Apply networked knowledge (connecting and collecting knowledge) creation concept to knowledge management with the focus on connecting people, sharing capabilities and creating new knowledge.

  • Be accountable for realizing value through organizational change, whether technological, regulatory, through merger and acquisition, or through other transaction related activities.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Knowledge Management 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 993 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 Management improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. How can the adoption of knowledge management practices and principles enable improved supply chain collaboration and, in so doing, increase supply chain efficiency, effectiveness and competitiveness?

  2. Do you provide direction to vendors of systems and software as to what sorts of architectures, functions and tools would support the integration of learning management and knowledge management?

  3. What changes or adaptations must be made to your organization structure and/or management in order for knowledge management to be successfully incorporated into the workplace?

  4. How well do other organizations understand the concept and importance of knowledge management and how will that be addressed in a future Information Economy Strategy?

  5. How are concepts of Knowledge Management applied through the introduction of technology within organizational contexts with the aim of organizational improvement?

  6. How can it, knowledge management tools, web portals and thought leadership materials be used to reinforce the positioning of specialist and locally focused firms?

  7. How many times have you heard that the new geologist has to review and redo the field or that the reservoir engineer must recheck all of the data in a field?

  8. Does the tool integrate with Problem Management to enable Knowledge Records to be quickly created from Problem / Known Error Records with associated links?

  9. What changes, if any, have been made to the corporate policy, managerial techniques, corporate environment in order to accommodate knowledge management?

  10. What strategies do managers employ to create a corporate culture that is conducive to the successful implementation of knowledge management practices?

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 Management book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Knowledge Management 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 Management Self-Assessment and Scorecard you will develop a clear picture of which Knowledge Management 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 Management 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 Management projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Process Improvement Plan: What actions are needed to address the problems and achieve the goals?

  2. Schedule Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Knowledge Management project estimates?

  3. Activity Duration Estimates: What is the duration of the critical path for this Knowledge Management project?

  4. Cost Management Plan: Is there a formal set of procedures supporting Issues Management?

  5. Stakeholder Analysis Matrix: What unique or lowest-cost resources does the Knowledge Management project have access to?

  6. Cost Management Plan: Does the business case include how the Knowledge Management project aligns with your organizations strategic goals & objectives?

  7. Probability and Impact Assessment: Can you avoid altogether some things that might go wrong?

  8. Procurement Audit: Are fixed asset values recorded at historical cost?

  9. Risk Register: Amongst the action plans and recommendations that you have to introduce are there some that could stop or delay the overall program?

  10. Procurement Audit: Are there systems for recording and monitoring in order to discover malpractice and fraud in the procurement function/unit?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Knowledge Management 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 Management 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 Management 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 Management 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 Management 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 Management project with this in-depth Knowledge Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Knowledge Management 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 Management 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 Management investments work better.

This Knowledge Management 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.