Apply the knowledge prioritization formula to the knowledge you've identified to streamline the transfer process.
Once you've identified the knowledge required to perform the activities, the next step is to determine which knowledge needs to be prioritized for capture and transfer.
The Knowledge Transfer Inventory Template (PDF, 58KB) is a great place to record this information. It also includes the knowledge prioritization formula, explained below.
It's easy to feel overwhelmed when looking at all of the knowledge required to perform a team’s activities.
A method to streamline the process is to apply the knowledge prioritization formula to the knowledge you've identified.
The formula rates knowledge on three factors: importance, availability, and frequency.
The ratings on these 3 factors are added together to determine the priority of the knowledge.
Priority = Importance + Availability + Frequency
Rating | How important the knowledge is to delivering an organization’s objectives? |
3 = Very important | Transfer cannot be postponed or primary activities will be impacted. Knowledge is critical to deliver on business objectives |
2 = Important | Transfer could be temporarily postponed without significant impact to operations |
1 = Somewhat important | Transfer could be postponed for some time without impact to operations |
Rating | How available the knowledge is within the organization? |
3 = Rare | Knowledge or skill required to perform the activity is rare and very few individuals hold it |
2 = Moderately available | Other individuals within the organization have the knowledge or skill required to perform the activity |
1 = Common | Multiple individuals across the public service have the knowledge or skill to perform the activity |
Rating | How frequently is the knowledge used? |
3 = Frequently | Skill or knowledge is used more than once a week |
2 = Occasionally | Skill or knowledge is used less than once a week and may be used weekly, monthly, quarterly, or annually |
1 = Rarely | Skill or knowledge is used only when a specific situation arises |
Once you've completed the importance, availability, and frequency rating, calculate the overall priority for this activity and related knowledge transfer.
The Knowledge Transfer Inventory Template (XLSX, 58KB) guides a person or team through identifying the knowledge that needs to be transferred, who holds that knowledge, who needs to receive the knowledge, as well as prioritizing the knowledge. This tool allows a person or team to identify which knowledge transfer approaches are a good fit for transferring the knowledge.
The priority rating is manually calculated by adding the importance, availability, and frequency ratings.
Priority |
Score |
Description |
---|---|---|
High |
7 to 9 |
|
Medium |
4 to 6 |
|
Low |
1 to 3 |
|
Once the knowledge has been identified and prioritized, the next step is capturing and transferring the knowledge.