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Making Knowledge Transfer Intentional

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Choosing The Right Approach For Knowledge Transfer

Knowledge transfer comes in many forms. It can be as simple as dropping a pre-existing document into a content repository. It can also be a time-intensive affair involving interviews with subject matter experts, translation of tacit knowledge into explicit formats, and on-the-job learning by knowledge recipients. The complexity of knowledge transfer and the degree of planning required depends on the type of knowledge being transferred and the difficulty of passing it from one person to another.

As you consider the best approach to take, it’s helpful to start by thinking about knowledge transfer approaches as a spectrum. At one end are organic knowledge transfer approaches that focus less on the exact sources and recipients of knowledge and more on the tools that enable knowledge to flow naturally in the course of work. Enterprise social networking, internal video libraries, and spontaneous knowledge sharing are all examples of organic approaches.

At the other end of the spectrum are systematic approaches such as chartered communities of practice, formal mentoring, and after-action reviews. For these approaches, the KM team typically collaborates with business leaders, managers, and subject matter experts to articulate what knowledge should enter the pipeline, exactly how it should be documented and transferred, and who should use the outputs.

Knowledge transfer approaches across the spectrum can be grouped into four broad categories, which increase in complexity from one to four as knowledge becomes less explicit and more tacit (derived through experience and harder to teach explicitly):

Self-service: These are tools and systems that allow users to find knowledge or experts on their own. Internal social media tools, repositories, and enterprise search are all examples of these approaches.

Process-based: The main objective of these approaches is to embed KM directly into business processes and workflows. Lessons learned and content management are both examples of process-based approaches.

Communities of practice and networks: These are groups that share, learn, and are held together by a common interest topic.

Transfer of best practices: These approaches involve facilitated knowledge sharing and internal benchmarking, such as peer assists and knowledge elicitation and transfer.

Three Questions for Choosing Your Approach

The following three questions can help you select knowledge transfer approaches that are a good fit for each situation and need.

How easily can the knowledge be put into documents or other explicit formats? Knowledge that can be codified in white papers, case studies, templates, or presentations lends itself to more organic transfer approaches. Knowledge that is more tacit may require a more systematic approach such as formal mentoring.

Who is the intended audience for this knowledge? The size of the audience and the extent to which recipients can be identified ahead of time will also shape the best approach to use. Most systematic approaches not only require you to identify the sources of knowledge (such as experts) but also the learners who should participate in transfer activities to absorb that knowledge.

How quickly is this knowledge evolving or changing? In general, stable bodies of knowledge are more conducive to systematic knowledge transfer approaches because it is easier for organizations to pin down what knowledge is critical, who has it, and who needs to know it. In quickly evolving fields, the answer to these questions can shift from one day to the next. These areas lend themselves to more organic approaches.

The Knowledge Transfer Spectrum ranges from organic to systematic.

The Knowledge Transfer Spectrum ranges from organic to systematic.

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