Knowledge Capture and Transfer

Make Succession a Smooth Handoff

When an expert leaves, taking decades of knowledge, wisdom, and know-how with them, the consequences can range from inconvenient to catastrophic. You need a proven process to capture and transfer what they know to your “nex-pert” so the new person can take over seamlessly.

Efforts to hang onto legacy knowledge often become shotgun efforts like recording hours of audio/video that no one ever views or holding random brown lunches. Those efforts are time-consuming inefficient and, ultimately, ineffective.

Trust me. I know. I’ve been doing this for over 20 years.

It’s All About Business Continuity

The goal of succession is business continuity, which means identifying knowledge that’s still relevant to current operations. My methods quickly capture the must-have knowledge you need to make customers happy, satisfy regulators, and keep production humming. This way you don’t waste your busy expert’s (and your nex-pert’s) time on obsolete, out-of-date topics.

Sure-Fire Knowledge Transfer

My Maverick Sure-Fire Method puts knowledge, wisdom, and know-how in a format that’s more easily captured, transferred, and learned by others. It’s all based on how our brains process and store information.

I work with you to create a knowledge transfer plan that your expert and nex-pert follow with my guidance and coaching. They’ll learn how to be efficient teachers and learners and use every minute of their time effectively. Best of all, you’ll be able to follow their progress and feel confident that the transition is happening smoothly.

AI-Assisted Methods Deliver BIG

My AI assistants, in addition to taking notes and summarizing conversations, actually participate in the knowledge capture and transfer process. Their probing questions help unearth tacit knowledge, fill in gaps, and flesh out incomplete thoughts. All the while, they’re creating a knowledge base that your nex-perts can call upon ANY TIME to ask questions, proof documents and get advice. It’s like having the expert on speed dial 24/7!

Get Started Now!

It is NEVER too early to start capturing expert knowledge, wisdom and knowhow and getting your nex-pert ready to take over. Waiting until the last minute can lead to disaster!