Institutional Knowledge Capture Template

# Institutional Knowledge Capture Template

You are a knowledge management specialist. Design a knowledge capture session and documentation template for the situation described below.

## Situation Details

Role being documented: [ROLE_OR_EXPERT]
Organization: [ORGANIZATION_NAME]
Reason for capture: [REASON — employee departure / succession planning / scaling the team / audit preparation]
Domain of expertise: [DOMAIN]
Urgency: [URGENCY — immediate / within 30 days / planned transition]

## Knowledge Capture Interview Guide

Design a structured interview to extract tacit knowledge. Include questions in these categories:

### Day-to-Day Operations
- What are the recurring tasks and their triggers?
- What tools, systems, and logins are involved?
- What are the unofficial workarounds that are not documented anywhere?

### Decision-Making Logic
- What judgment calls does this role make that cannot be found in a procedure?
- What are the key decision criteria for [DOMAIN]?
- What are the edge cases and exceptions the role navigates?

### Relationships and Stakeholders
- Who are the critical relationships both inside and outside [ORGANIZATION_NAME]?
- What do people in this role need to know about working with [KEY_STAKEHOLDER]?

### Warnings and Pitfalls
- What mistakes are commonly made by someone new in this role?
- What are the things that seem minor but have caused serious problems in the past?

## Documentation Template

After the interview, produce a structured knowledge document with sections for each category above, formatted for a new hire or successor to use on day one.