Knowledge Transfer Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Knowledge Transfer 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 995 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 Transfer improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What are the attributes of the knowledge base in the engineering sector which determine the locus of innovation (generation of new ideas) and also the accessibility and transferability of knowledge?

  2. How do you convince senior management that money spent on managing your organizations knowledge is more important than some other seemingly critical expenses that your organization needs to incur?

  3. How can organizations transfer the knowledge assets and resources that are generated through the use of social software on knowledge workers personal devices into organizational memory systems?

  4. 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?

  5. Do flood insurance schemes increase risk awareness and knowledge about risks as the provision of risk-relevant information and knowledge transfer to educate policyholders and the public?

  6. How should tactical knowledge about data, networks, telecommunications and systems analysis & design translate into problem-solving, influence, strategy and professional success?

  7. What would have been actually required for developing design skills and capabilities (know Ð why) that would allow the improvement of existing products and production processes?

  8. Is it important to your organization for knowledge transfer to occur during implementation so that your team is equipped to operate the software after the consultants leave?

  9. How is the knowledge that is created through managing project change, transferred and disseminated within the multiple organizations for potential re-use in future projects?

  10. How do you improve communication and knowledge transfer between the analytical functions and the business users through data visualization and data storytelling?


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 Transfer book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Change Management Plan: Has this been negotiated with the customer and sponsor?

  2. Schedule Management Plan: Are milestone deliverables effectively tracked and compared to Knowledge Transfer project plan?

  3. Procurement Audit: Do the internal control systems function appropriate?

  4. Probability and Impact Assessment: Do the requirements require the creation of new algorithms?

  5. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the Knowledge Transfer project Scope during Knowledge Transfer project Initiation and Planning?

  6. Roles and Responsibilities: To decide whether to use a quality measurement, ask how will you know when it is achieved?

  7. Assumption and Constraint Log: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?

  8. Lessons Learned: How well did the scope of the Knowledge Transfer project match what was defined in the Knowledge Transfer project Proposal?

  9. Risk Audit: What is the effect of globalisation; is business becoming too complex and can the auditor rely on auditing standards?

  10. Risk Audit: Do you have a clear plan for the future that describes what you want to do and how you are going to do it?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Knowledge Transfer 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 Transfer 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 Transfer 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 Transfer 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 Transfer project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Knowledge Transfer 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 Transfer 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 Transfer investments work better.

This Knowledge Transfer 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.