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Chapter 5 – Knowledge transfer

5.4. Knowledge transfer (KT)

Knowledge transfer supports the transition from project to business as usual.

Effective knowledge transfer helps to build capability in those who will manage the change going forward and supports the transfer of ownership from the programme to the MDA. 

It helps to:

  • Provide transparent processes and clear performance standards for the new ways of working
  • Build capability and drive self-sufficiency in entities after the change
  • Support MDA leaders to lead their teams through the change.

5.4.1. Knowledge transfer (KT) – the process

1. Identify knowledge areas, skills and establish a baseline

  1. Determine the scope of knowledge transfer activity: including the core skills required to manage the project activity going forward and/or operate in the new environment
  2. Identify and agree target audience
  3. Baseline current capabilities and agree on knowledge transfer objectives.

2. Develop knowledge transfer plan

  1. Develop knowledge transfer approach, plan and governance
  2. Design knowledge transfer methods e.g. training and skills development, joint working, coaching etc
  3. Develop knowledge transfer learning Journeys for identified people managers and target employees if appropriate
  4. Agree knowledge transfer measures.

3. Implement the knowledge transfer approach and monitor progress

  1. Develop materials to support knowledge transfer launch for example, toolkits, key documentation, training
  2. Run pilot and amend knowledge transfer material, approach and plan if you feel a pilot is necessary
  3. Conduct knowledge transfer briefings for knowledge holders and knowledge receivers
  4. Initiate Knowledge transfer activity, including:
    • Train-the-Trainer and shadowing
    • Live demos for hands-on practice
    • Knowledge transfer interviews
    • Workshops and briefings
  5. Meet regularly and use the knowledge transfer plan to track progress against knowledge transfer activities and skill development
  6. Escalate issues and make recommendations for corrective actions from the knowledge transfer meetings and measurements.
  7. Conduct knowledge transfer proficiency assessment.

1.Review the examples.

2.Use the template as a guide

3.Develop Knowledge transfer plan

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