Resources & Tools
Critical Knowledge Interview Guide
Preserve Critical Knowledge When Team Members Leave
When experienced team members depart, they take invaluable institutional knowledge with them. Our Critical Knowledge Interview Guide ensures you capture essential information, relationships, and insights before it’s too late — transforming potential knowledge gaps into documented assets that keep your operations running smoothly.
What You’ll Get:
- Comprehensive interview questions covering role responsibilities, key relationships, and institutional knowledge
- Structured interview process with pre-interview prep checklist and post-interview action items
- Knowledge capture for projects, processes, systems access, and critical contacts
How To Use This Resource
- Schedule interview 2+ weeks before departure date
- Gather organizational charts, project lists, and contact directories
- Conduct structured 60-90 minute knowledge capture session
- Document critical processes, relationships, and institutional knowledge
- Create transition plan with clear handoff activities
- Establish follow-up protocol for post-departure questions
Who Should Use:
- HR managers standardizing knowledge transfer processes
- Team leaders managing key personnel transitions
- Project managers ensuring project continuity during staff changes
- Operations directors maintaining stability during workforce transitions
