BizThinkFrame

Find the focus, make your work clear.

Find a method for your next update. Make the facts, judgments and next steps clear.

Full article

When is a working method suitable for reuse?

The situation

Fictional scenario

Some practices work well, but when someone moves on, the team has to ask all over again.

Organize the practices and supporting material with purpose, version and conditions of use.

I’ll build a categorized index and use real tasks to check whether others can find and apply it.

What is getting in the way

Sharing knowledge takes more than collecting files. A repository needs findable categories, reliable content and ongoing review; file counts do not show reuse, and storage does not authorize unrestricted access.

Method and tool

Make knowledge findable, usable and current

Eight content categories form the index, supplied by four collection channels. Check access, version and applicability before release, then use feedback to update it.

At a glance
The method at a glance

Make knowledge findable, usable and current

Four collection channels
  • Everyday meetings
  • Learning and training
  • Reading and web resources
  • Critical incidents
Knowledge index · eight categories

Foundations / methods / lessons

Rules and standards

Keep applicable policies, procedures and conduct requirements with scope and review date.

Technical guidance

Record technical procedures and standards with environment and version constraints.

Working information

Keep useful data and information with source, period and access limits.

Reusable tools

Store templates, models and aids with inputs, purpose and limits.

Lessons learned

Retain case conditions, reasoning, actions, outcomes and exceptions.

Records

Preserve records of meetings, training and key activities, including actual decisions.

Reading resources

Index legitimate access points for professional, management and case resources and explain their use.

Other useful material

Hold useful material that does not fit elsewhere, then review its classification regularly.

Keep each item usable

Purpose and source · applicability · access · current version · owner · review point

Storage is not reuse; check conditions before applying a method and update it after use.

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Apply it to your own work

Copy the prompt and add your material to prepare a draft you can adapt.

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