We recently wrote about how we’ve committed to providing you more expert advice, useful insights and tailored resources designed to help you excel at your job. Today, we want to tell you a bit about the first piece we’ve developed in line with this renewed focus: our new Knowledge Capture Checklist.

As many as 10,000 Baby Boomers are retiring each day, according to the Pew Research Center and the Social Security Administration. In many cases, these are employees that have been with companies for decades, accruing knowledge that is crucial to the effective operation of businesses. Many industries are struggling to replace these workers, and even if they do, they don’t have a well-documented process for capturing the knowledge that’s walking out their doors.

Whether your company employs many older workers or not, knowledge retention can be a real issue. All too often, organizations don’t realize this until it’s too late. Be honest with yourself: Are you at risk?

That’s what we want to help you determine with the Knowledge Capture Checklist. In this tool, we’ve laid out a three-step process to help you determine where your greatest knowledge-loss risks lie, how ready you are to capture institutional knowledge and how to start moving towards a sustainable, intuitive knowledge-capture process. It’s something you can use today, then revisit on a regular interval—we recommend its use as a quarterly check-in guide.

Take the assessment, document your results, and see how you feel about your preparedness. If you feel concerned with the results, give us a call at 330.650.4777. As documentation and training experts, we have substantial experience designing knowledge transfer processes for clients and helping them execute against them. We’re happy to consult with you to find a solution that works well for your organization.  

Let us know what you think once you’ve worked your way through the checklist—we hope you find it valuable. No matter the result, we’re confident you’ll feel better knowing where you stand so that you can make more informed decisions around keeping the keys to your business continuity secured.