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Templates for preliminary knowledge management-based initiatives

KM Templates serve an important function in terms of structuring key information needed for managing knowledge processes better. Below is a summary of what templates are useful and how they contribute towards better knowledge management.

It is important to be clear on the following aspects when attempting to manage critical knowledge in any process or series of activities:


  1. The purpose these activities seek to achieve
  2. The scope involved in this initiative
  3. The key stakeholders who contribute and / or are affective by these activities


Once these have been defined, the relevant processes involved and the associated activities is identified. This may be done through the use of a Process/Activity Template. This template summarizes key activities that are involved in the process so that core activities that are knowledge intensive may be readily identified. Further details regarding knowledge associated with these activities may be identified through the use of a Activity Based Template

In any knowledge intensive activity, some knowledge may be considered Important Knowledge. Such knowledge is key knowledge needed to sustain the continuity of a work activity. Critical knowledge, on the other hand is knowledge that is required to improve a work activity or knowledge that is needed to implement something new, such as a new business strategy or a novel project.


Having identified knowledge intensive activities and the important and critical knowledge associated with them, each of these activities may be further analyzed in terms of identifying knowledge gaps that exist through the use of knowledge mapping matrix.


Once knowledge gaps in the knowledge intensive activities have been identified, it is necessary to determine the current and desired levels of knowledge acquisition, knowledge production/creation as well as knowledge integration for these activities.


Having identified the knowledge gaps, the knowledge source that is required to fill these gaps exists through the use of a knowledge mapping template may need to be determined


At a strategic level, it is necessary to develop a link between the organization’s visions / goals with the Knowledge Management Strategy/Vision. This may be done through the use of a Strategy Map Template. To implement Knowledge Management at an organizational level, it is important to use a suitable template and, in this regard, a KM Implementation Strategy Template could be a good way to start.


Identifying key stakeholders associated with a Knowledge Management initiative may be readily undertaken through the use of a stakeholder register  that registers all information needed regarding the stakeholders associated with the KM effort being undertaken


An example of how these templates may be used when managing projects, click here


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