# Knowledge Management - Processes Backlog

This document tracks the implementation status of AI-assisted processes for the Knowledge Management specialization.

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## Knowledge Capture and Documentation Processes

- [ ] **Expert Knowledge Elicitation** - Conduct structured interviews and observation sessions with subject matter experts to capture tacit knowledge, document expertise, and externalize critical organizational knowledge. [Reference](https://global.oup.com/academic/product/the-knowledge-creating-company-9780195092691)

- [ ] **Critical Knowledge Identification and Risk Assessment** - Identify at-risk knowledge domains, assess knowledge criticality, map knowledge dependencies, and prioritize capture efforts based on strategic importance and vulnerability. [Reference](https://www.apqc.org/expertise/knowledge-management)

- [ ] **Tacit to Explicit Knowledge Conversion** - Apply SECI model techniques to transform tacit knowledge into explicit documentation through socialization, externalization, combination, and internalization processes. [Reference](https://pubsonline.informs.org/doi/10.1287/orsc.5.1.14)

- [ ] **Best Practice Documentation and Standardization** - Capture, document, and standardize proven practices, procedures, and methodologies for replication across the organization. [Reference](https://www.simonandschuster.com/books/If-Only-We-Knew-What-We-Know/Carla-ODell/9780684844749)

- [ ] **Project Knowledge Capture and Archiving** - Systematically capture knowledge generated during projects including decisions, solutions, challenges, and outcomes for future reference and reuse. [Reference](https://www.pmi.org/learning/library/lessons-learned-next-level-7991)

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## Knowledge Sharing and Transfer Processes

- [ ] **Knowledge Transfer Planning for Succession** - Develop comprehensive knowledge transfer plans for key roles, departing employees, and succession scenarios to prevent knowledge loss. [Reference](https://hbsp.harvard.edu/product/1479-HBK-ENG)

- [ ] **Mentoring Program Design and Implementation** - Design structured mentoring programs that facilitate knowledge transfer between experienced practitioners and learners through guided relationships. [Reference](https://www.penguinrandomhouse.com/books/163984/the-fifth-discipline-by-peter-m-senge/)

- [ ] **Knowledge Sharing Event Facilitation** - Plan and facilitate knowledge sharing events including brown bags, lunch-and-learns, knowledge fairs, and expert panels to disseminate knowledge. [Reference](https://hbr.org/2000/01/communities-of-practice-the-organizational-frontier)

- [ ] **Cross-Functional Knowledge Exchange** - Enable knowledge sharing across organizational boundaries through rotation programs, cross-functional teams, and structured exchange mechanisms. [Reference](https://hbsp.harvard.edu/product/4932-HBK-ENG)

- [ ] **Onboarding Knowledge Transfer Program** - Design and implement onboarding programs that accelerate time-to-competency through structured knowledge transfer activities and resources. [Reference](https://hbsp.harvard.edu/product/8890-HBK-ENG)

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## Communities of Practice Management

- [ ] **Community of Practice Launch and Charter** - Establish new communities of practice with clear domain definition, charter, governance structure, membership criteria, and initial activities. [Reference](https://hbsp.harvard.edu/product/3308-HBK-ENG)

- [ ] **Community Health Assessment and Improvement** - Assess community vitality, engagement levels, value delivery, and develop strategies to sustain and revitalize communities. [Reference](https://journals.sagepub.com/doi/10.1177/135050840072002)

- [ ] **Community Content Curation and Management** - Curate, organize, and maintain community knowledge assets, best practices, discussion archives, and resources for member access. [Reference](https://www.atlassian.com/software/confluence)

- [ ] **Community Facilitation and Engagement** - Facilitate community activities, drive member participation, nurture discussions, and foster collaborative problem-solving among practitioners. [Reference](https://hbr.org/2000/01/communities-of-practice-the-organizational-frontier)

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## Lessons Learned Processes

- [ ] **After-Action Review Facilitation** - Conduct structured after-action reviews following projects, incidents, or significant events to capture lessons and improvement opportunities. [Reference](https://call2.army.mil/)

- [ ] **Lessons Learned Capture and Documentation** - Systematically document lessons learned in standardized formats with context, analysis, recommendations, and actionable guidance. [Reference](https://llis.nasa.gov/)

- [ ] **Lessons Learned Integration and Application** - Ensure captured lessons are integrated into processes, training, standards, and future project planning for actual improvement. [Reference](https://www.apqc.org/expertise/knowledge-management)

- [ ] **Learning from Failure Analysis** - Create safe processes for analyzing failures, near-misses, and mistakes to extract valuable lessons without blame. [Reference](https://www.pearson.com/en-us/subject-catalog/p/organizational-learning-ii-theory-method-and-practice/P200000002836)

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## Expertise Location and Mapping

- [ ] **Expert Directory Development** - Build and maintain expert directories and skills databases to help employees locate subject matter experts across the organization. [Reference](https://www.getguru.com/)

- [ ] **Knowledge Network Mapping and Analysis** - Map informal knowledge networks, identify key connectors and knowledge brokers, and analyze knowledge flow patterns. [Reference](https://pubsonline.informs.org/doi/10.1287/mnsc.1050.0427)

- [ ] **Expertise Profiling and Skills Assessment** - Develop comprehensive expertise profiles for employees including skills, experience, interests, and knowledge domains. [Reference](https://www.microsoft.com/en-us/microsoft-viva/engage)

- [ ] **Expert Matching for Problem-Solving** - Implement systems and processes to connect knowledge seekers with relevant experts for problem-solving and consultation. [Reference](https://www.glean.com/)

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## Knowledge Base Development

- [ ] **Enterprise Knowledge Base Architecture** - Design knowledge base structure, information architecture, taxonomy, and navigation to optimize findability and usability. [Reference](https://mitpress.mit.edu/9780262015080/knowledge-management-in-theory-and-practice/)

- [ ] **Knowledge Base Content Development** - Create, curate, and maintain knowledge base content including articles, procedures, FAQs, and reference materials. [Reference](https://helpjuice.com/)

- [ ] **Search Optimization and Findability** - Optimize knowledge base search through metadata, tagging, synonyms, and search tuning to improve knowledge discovery. [Reference](https://www.coveo.com/)

- [ ] **Knowledge Base Quality Assurance** - Establish content review cycles, accuracy verification, currency checks, and quality standards for knowledge base content. [Reference](https://www.iso.org/standard/68683.html)

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## Knowledge Governance and Strategy

- [ ] **Knowledge Audit and Assessment** - Conduct comprehensive knowledge audits to inventory knowledge assets, identify gaps, assess maturity, and inform strategy. [Reference](https://www.apqc.org/kmat)

- [ ] **Knowledge Management Strategy Development** - Develop KM strategy aligned with business objectives, including goals, initiatives, governance, and implementation roadmap. [Reference](https://hbr.org/1999/03/whats-your-strategy-for-managing-knowledge)

- [ ] **Taxonomy and Metadata Governance** - Establish taxonomy governance processes for maintaining classification systems, controlled vocabularies, and metadata standards. [Reference](https://www.poolparty.biz/)

- [ ] **Knowledge Lifecycle Management** - Implement processes for managing knowledge through its lifecycle including creation, validation, publication, review, archival, and retirement. [Reference](https://www.iso.org/standard/68683.html)

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## Organizational Learning Processes

- [ ] **Learning Organization Assessment** - Assess organizational learning capabilities using frameworks like Senge's five disciplines and develop improvement plans. [Reference](https://www.penguinrandomhouse.com/books/163984/the-fifth-discipline-by-peter-m-senge/)

- [ ] **Double-Loop Learning Implementation** - Facilitate double-loop learning processes that question underlying assumptions and drive transformational organizational change. [Reference](https://www.pearson.com/en-us/subject-catalog/p/organizational-learning-ii-theory-method-and-practice/P200000002836)

- [ ] **Continuous Improvement Knowledge Integration** - Integrate knowledge management into continuous improvement programs to capture and apply improvement knowledge. [Reference](https://link.springer.com/book/10.1007/978-1-4614-5251-5)

- [ ] **Reflection and Retrospective Practice** - Implement regular reflection practices at individual, team, and organizational levels to support continuous learning. [Reference](https://www.penguinrandomhouse.com/books/330863/dialogue-and-the-art-of-thinking-together-by-william-isaacs/)

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## Summary

| Category | Process Count |
|----------|---------------|
| Knowledge Capture and Documentation | 5 |
| Knowledge Sharing and Transfer | 5 |
| Communities of Practice Management | 4 |
| Lessons Learned | 4 |
| Expertise Location and Mapping | 4 |
| Knowledge Base Development | 4 |
| Knowledge Governance and Strategy | 4 |
| Organizational Learning | 4 |
| **Total** | **34** |

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## Implementation Priority

### Phase 1 (High Priority)
1. Expert Knowledge Elicitation
2. Critical Knowledge Identification and Risk Assessment
3. Knowledge Transfer Planning for Succession
4. After-Action Review Facilitation
5. Enterprise Knowledge Base Architecture

### Phase 2 (Medium Priority)
6. Community of Practice Launch and Charter
7. Lessons Learned Capture and Documentation
8. Expert Directory Development
9. Knowledge Management Strategy Development
10. Knowledge Audit and Assessment

### Phase 3 (Standard Priority)
11. Tacit to Explicit Knowledge Conversion
12. Mentoring Program Design and Implementation
13. Knowledge Base Content Development
14. Search Optimization and Findability
15. Taxonomy and Metadata Governance

### Phase 4 (Extended)
16. Best Practice Documentation and Standardization
17. Project Knowledge Capture and Archiving
18. Knowledge Sharing Event Facilitation
19. Cross-Functional Knowledge Exchange
20. Onboarding Knowledge Transfer Program
21. Community Health Assessment and Improvement
22. Community Content Curation and Management
23. Community Facilitation and Engagement
24. Lessons Learned Integration and Application
25. Learning from Failure Analysis
26. Knowledge Network Mapping and Analysis
27. Expertise Profiling and Skills Assessment
28. Expert Matching for Problem-Solving
29. Knowledge Base Quality Assurance
30. Knowledge Lifecycle Management
31. Learning Organization Assessment
32. Double-Loop Learning Implementation
33. Continuous Improvement Knowledge Integration
34. Reflection and Retrospective Practice
