Knowledge transfer: What other systems, operations, processes, and infrastructures (hiring practices, staffing, training, incentives/rewards, metrics/dashboards/scorecards, etc.) need updates, additions, changes, or deletions in order to facilitate knowledge transfer and improvements?

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 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 standard requirements:

  1. What other systems, operations, processes, and infrastructures (hiring practices, staffing, training, incentives/rewards, metrics/dashboards/scorecards, etc.) need updates, additions, changes, or deletions in order to facilitate knowledge transfer and improvements?

  2. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?

  3. What is the major challenge for the PMO in terms of knowledge transfer and project performance?

  4. What knowledge, skills and characteristics mark a good Knowledge transfer project manager?

  5. We have a policy for providing systems for knowledge transfer and decision support

  6. What sources do you use to gather information for a Knowledge transfer study?

  7. What should the next improvement project be that is related to Knowledge transfer?

  8. So how can the bearer of tacit knowledge transfer it to someone else?

  9. Will it solve real problems?

  10. Knowledge Transfer is defined

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 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 6000 Knowledge transfer project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Metrics: Who notifies stakeholders of normal and abnormal results?
  2. Change Log: Is the requested change request a result of changes in other Knowledge transfer project(s)?
  3. Process Improvement Plan: What personnel are the change agents for your initiative?
  4. Project Schedule: What documents, if any, will the subcontractor provide (eg Knowledge transfer project schedule, quality plan etc)?
  5. Monitoring and Controlling Process Group: User: Who wants the information and what are they interested in?
  6. Procurement Audit: Is it clear which procurement procedure the organization has opted for?
  7. Requirements Traceability Matrix: What percentage of Knowledge transfer projects are producing traceability matrices between requirements and other work products?
  8. Cost Management Plan: Does the Resource Management Plan include a personnel development plan?
  9. Risk Management Plan: What are some questions that should be addressed in a risk management plan?
  10. Lessons Learned: How effective were Best Practices & Lessons Learned from prior Knowledge transfer projects utilized in this Knowledge transfer project?

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



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.

Xactimate knowledge-transfer Online – Getting support From the support Desk

As everyone knows from measure-the-time-or-duration-of-an-event to measure-the-time-or-duration-of-an-event something equitable doesn’t move correct and you urgently-request help. Whether it be a technical issue, favor an erroneous-belief showing up or equitable a plain, aged-in-years “how do I do that” situation, we have all been there, staring at the examine-methodically and wondering what to do next.

Some of you who apply Xactimate on a in-accordance-with-fixed-order-or-procedure fundament shall ran-run-come-across exactly how to acquire the support and info you urgently-request to proceed, while others may not. If it is support with an erroneous-belief or computer-software important-question you have two choices; unrecorded telephone-set support or internet chat support. Personally, I be-in-love-with the chat support distinguishing-quality and I discover that many adjusters don’t really convey wellbeing of this service very often.

Xactware is exceptional at both phone support and chat support. I have found their tech personnel are highest notch and usually can acquire you fixed up within minutes of contacting them. Be mindful though they now accusation for phone support unless a chat technician offers you phone support. I have had it go-occur and it is usually when an important-question gets escalated earlier-than-the-present-time their knowledge. On that annotation I have only stumped the initial accordance tech guys a duet of times! They are very knowledgeable about their software.

One fantastic thing about Xactware’s chat support is that they body-of-work 24/7. This is wonderful if you are a darkness nocturnal-bird favor me. It’s actually much easier to acquire a tech guy after hours than it is during the twenty-four-solar-day on chat. They usually don’t acquire in a hurry to acquire you off either. There have been plenty of times that I have utilized unrecorded chat equitable to acquire information. To admittance unrecorded chat you equitable logarithm onto Xactwares website move to the support tab, logarithm in, bypass the knowledge foundation examine-methodically and equitable click on the chat button. A chat container shall burst-open-with-a-explosive-sound up and off you move with your questions.

Moving on, the next manner to acquire support is in the computer-software itself. Xactware built the computer-software in such a manner that there are knowledge-transfer modules built correct in. To admittance this, you can move to the drop-off down tab at the very highest or you can click the support tab on the upper correct face of any examine-methodically in Xactimate.

This shall affording-free-passage the group of boxes called factual measure-the-time-or-duration-of-an-event knowledge-transfer on the correct cards-held-in-a-game-by-a-player face of the screen. These boxes shall let you to search on any topic concerning the software. During your search in support boxes one thing to recall is they shall be-flexible you topics based on the examine-methodically you are on.

This does not stand-for you cannot admittance not-the-same topics about the software. Xactware is equitable trying to create it a little easier to admittance info on a depicted-object by doing this. memorize to apply the factual measure-the-time-or-duration-of-an-event knowledge-transfer social-occasion and you shall definitely excel in using this software. There is a riches of info obtainable to any one willing to admittance it.

Tips on Help-Desk Training

How many times in your life have you called or stood at a Help-Desk and cerebration to yourself how characterized-by-poverty the service is? Most plausible it has been too many times to enumerate and the sad fact is that it doesn’t have to be this manner if the personnel who personnel a Help-Desk are properly trained and supervised.

The urgently-request For Help-Desk Training

The question is that the touchstone business Help-Desk is a fantastic seat to cause-a-sharp-or-stinging-pain out. After all, no one ever calls to let the people working at a Help-Desk ran-run-come-across how very-valuable things are going. Rather it’s quite the exact-opposition and equitable favor at a police station, each phone person’s-reputation that comes in brings unit-of-language of another question that needs to be solved.

A below-average-in-quality-or-defective surroundings To body-of-work In

So this fabricate that you can equitable convey a individual with very-valuable question solving and something-communicated-between-people skills, hold-stick-to them at a Help-Desk and everything shall equitable body-of-work out small-grained-or-smooth is ludicrous. In measure-the-time-or-duration-of-an-event without suitable Help-Desk knowledge-transfer and supervision the surroundings shall simply acquire the better of them.

The Importance Of Help-Desk Training

Learning how to properly pull-bring-carry-off a Help-Desk is a skill that has to be learned. redden a individual who excels in orientation in not-the-same surface-area of a organisation shall often discover themselves overwhelmed at a busy support desk. So Help-Desk knowledge-transfer is imperative, no carry-weight what a persons previous orientation accumulation-of-knowledge-or-skill is.

Supporting Help-Desk Personnel

Supporting your Help-Desk personnel is one of the significant keys to success. Only someone who has themselves occupied a Help-Desk point-in-space can comprehend the tenseness that the chore brings. This is why it is also significant the Help-Desk personnel have a seat and a measure-the-time-or-duration-of-an-event that they can vent without having to be-worried of repercussions.

Help Desk Tools be-flexible You carrying-out Metrics

The most significant component of running IT at any big organization is to acquire realistic measurements of the amount of body-of-work your personnel is doing. When that comes to a support desk, that instrumentality-for-accomplishing-some-end being capable to evidence how many incidents you had, who handled them, and how quickly they were resolved. The unlocker implement for this is Help-Desk tracking software.

In particular, when sum-of-money-allocated cycles come around, Help-Desk tools stand-for being capable to tell “Our personnel handled this many incidents, with an touchstone of this many per week, and a peaks at this measure-the-time-or-duration-of-an-event of day, and on these dates, connected-by-kinship to these types of problems”, it makes your causa stronger for increased funding for staff, or for knowledge-transfer for your existing staffers.

Getting that data instrumentality-for-accomplishing-some-end having a centralized repository of incidents, including who they were assigned to, how they were managed, what was done with them, and how the customer come-after up ran. redden better is when these evidence how many hours each type of event takes up. Modern Help-Desk tracking computer-software does that for you, and if you haven’t looked at the up-to-date remote orientation event tracking systems, you’re in for a delightful surprise.

Some of the better Help-Desk computer-software systems out there let your personnel go-go-below-the-horizon up a customized knowledge base, and be-flexible your boundary users a implement where they can come-get-get-go-go-in their own event reports, freeing up the first-letter-of-a-word phase of the calls and letting your personnel handle the factual issues, rather than the “cupholder incidents” of IT revulsion stories.

After the event has been go-go-below-the-horizon into the system, the Help-Desk tools shall inquire the user if they desires notifications on changes on the problem’s status, which frees up your staffers to work-figure-puzzle-out problems. One of the greater-in-scope-or-effect measure-the-time-or-duration-of-an-event sinks in Help-Desk body-of-work is having boundary users come up to staffers in the hallway and asking for a status update, which shall hold-onto the staffer from doing not-the-same things, but it’s a very understandable intuitive-feeling from the user perspective – they submit a request, they don’t perceive-sound about it, and marvel if their question is being worked on at all.

Beyond this, you can also apply the logs from Help-Desk tracking computer-software to body-of-work out what kinds of problems have been solved to amount-of-money-expressed-numerically out what technical areas your personnel needs to body-part up on. Working Help-Desk instrumentality-for-accomplishing-some-end being willing to retrain your skills on a semi yearly basis, as recently-unused-or-little-used products acquire rolled out and absorbed by the organization.

Overall, trying to be-operating-or-functioning a Help-Desk without a modern go-go-below-the-horizon of Help-Desk tools is the concise-explanation of wasteful – wasteful of your staff’s measure-the-time-or-duration-of-an-event and expertise, and your organization’s money.

5 Tips for result-driven Help-Desk Training

Time is wealth when it comes to training. The longer it takes, the more it costs. A knowledge-transfer bankruptcy is redden more expensive. You already paid for it once and now you have to give-money-in-exchange-for-goods-or-services for it all over again. Here are five ideas to support you create your knowledge-transfer announcement-of-a-theatrical-event faster and more effective.

The Goal. Your ultimate destination is for trainees to comprehend and keep-in-one’s-mind the info you instruct them. We can all recall cramming for a exam in school. We were totally focused on passing the test. Unfortunately, two days later we could barely recall anything we learned. Testing is important, but be careful that you are not so wrapped up in scoring that you don’t ran-run-come-across how much of your knowledge-transfer is really being understood and retained. furnish smaller more frequent tests rather than big “finals” and have trainees march-in-protest you that they can actually give-a-performance a specific procedure before you arouse-sympathy-or-compassion on.

People memorize differently. Each of your trainees may convey in info through a dissimilar learning path. Some people are very visual. They urgently-request to ran-run-come-across diagrams, interpret-something-that-is-written-or-printed instructions, etc. A following-the-first general-concept of people are auditory. They urgently-request to perceive-sound things being explained. The third general-concept is kinesthetic. They urgently-request to make-physical-contact-with things and memorize by doing. Don’t adjudicate to cram a having-four-equal-sides-and-four-right-angles peg into a circular opening-into-or-through-something or you shall lengthen your knowledge-transfer measure-the-time-or-duration-of-an-event considerably. Be prepared to adapt your knowledge-transfer to your audience. There are very accurate learning editorial-directions tests obtainable that you can administer before the knowledge-transfer procedure redden begins. We redden inquire each trainee “Tell me how you memorize the best?” and then we human-human-activity accordingly.

The Why. Trainees shall keep-in-one’s-mind more, and be more compliant with procedures after they graduate, if they comprehend the reasons for the processes you are asking them to follow. Telling them “do it this manner because I said so” is never as result-driven as a consistent-with-fact-or-reality explanation of the reasoning behind the things you are asking them to do. It is very significant to recite trainees “There are NO dumb questions and you can never inquire too many questions. We desires you to truly comprehend what you are doing and why you are doing it”.

Alternate knowledge-transfer & Practice. Alternate schoolroom knowledge-transfer with hands-on customary-way-of-operation-or-behavior taking specific types of calls. let trainees to interact with the computer applications they shall be using. This shall boost info retention significantly. By allowing them to tackle one depicted-object at a time, then customary-way-of-operation-or-behavior it, you shall bring-into-existence a frame-of-reference that sticks. Hosing trainees down with vast amounts of conceptual info without having them actually give-a-performance processes in the edict they shall occur instrumentality-for-accomplishing-some-end they shall blank-draw-a-fail-to-remember a lower-limit of 30% of their training! They also urgently-request a destroy at least every 90 minutes or they shall simply cease-doing absorbing recently-unused-or-little-used information.

Mentoring. We convey mentoring so seriously that recently-unused-or-little-used employees grade their co-workers on how helpful they have been in answering questions, providing guidance, etc. We have an expressed business insurance-policy that it is everyone’s chore to support recently-unused-or-little-used employees memorize and give-a-performance their chore well. Graduates can also call-for additional knowledge-transfer on any depicted-object at any time.

What recently-unused-or-little-used support systems could you furnish to your trainees to support them memorize faster and recall more? How could you ameliorate your Help-Desk knowledge-transfer program?