Tool: Knowledge Management Plan (KMP)
Process that leads to reflection on the actions that an individual, team, or organization can
implement to improve knowledge management and transfer. As an action plan that attempts to
follow the KT performance of individuals, a team, or an organization, the KMP must be integrated
into the process for assessing performance and establishing the work objectives.
Uses
• Makes employees accountable for understanding the importance of knowledge management and
transfer.
• Lays the groundwork for a standardized process encouraging the organization as a whole to
manage and transfer its knowledge.
• Establishes a joint action plan for knowledge transfer (KT).
• Provides employees, supervisors, and senior management with a tool that facilitates tracking KT
improvements.
• Guides directions in matters of knowledge management and transfer.
• Develops a KT culture.
OHS Use
• Helps employees to understand how important knowledge management and transfer are in the
area of OHS; in other words, the safety know-how that must be transferred.
• Lays the groundwork for a standardized process encouraging the organization as a whole to
manage and transfer its OHS knowledge.
• Establishes a joint action plan for OHS knowledge management and transfer.
• Provides employees and employers with a tool to facilitate the tracking of KT improvements applied
to OHS.
• Guides direction in matters of OHS knowledge management and transfer.
• Develops an OHS KT culture.
Benefits
• Simple, structured, and easy to use.
• Can be easily adapted to organizations and their contexts.
• Includes the determination of action plans for the four knowledge transfer capacities.
• Incites employees to take part in transferring their knowledge as well as that
of their coworkers and the organization.
• Encourages the various stakeholders to become accountable for KT within the
organization.
When launching
• Develops a spirit of openness and sharing of a common goal.
Limitations
• Generates expectations that must be followed up.
Conditions
• Have the commitment and support of management and
supervisors at every level.
• Have all concerned employees take part.
• Acknowledge the efforts of participants following their
achievements.
KMP
this initiative,
information
sessions should
be held on
knowledge
management
and transfer to
emphasize the
importance of
the process.
References and Resources
• This document is based on a Masters course Knowledge management in the knowledge era offered at
Université de Sherbrooke, 2008.
• https://www.emploisetc.ca/content_pieces.jsp?category_id=312&lang=f, consulted on October 8, 2008.
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Directions for use: Individual Knowledge Management Plan
How It Works
The employee is asked to fill out the following questionnaire and discuss it with his or her supervisor.
Comprehension
Present
• What does knowledge management mean to you?
• What does knowledge management mean in your department?
• What does knowledge management mean in your organization?
Learning Capacity
• Based on your past experience, what learning approach do you prefer (e.g., formal classroom setting,
hands-on, reading, coaching, mentoring, self-teaching, other)?
Past
Main OHS KT Achievements
• Actions carried out to transfer or receive knowledge:
• Lessons to be learned?
• Actions carried out to help your coworkers better manage and
transfer their knowledge:
• Lessons to be learned?
• Actions carried out to help the organization better manage and
transfer its knowledge:
• Lessons to be learned?
Action Plan
• How do you plan to help in determining your current knowledge and identifying your future knowledge
needs?
• How do you plan to generate new knowledge?
Future
• How do you plan to disseminate your new knowledge?
• How do you plan to absorb new knowledge?
• How do you plan to adapt and continually improve your new knowledge?
Altruistic Component
•How do you plan to help your coworkers manage and transfer their knowledge?
•How do you plan to help the organization to improve knowledge management and transfer?
It is important to follow up with an action plan
and continually update it as you make
progress and become an expert in knowledge
transfer.
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Directions for use: Team Knowledge Management Plan
How It Works
The team members must fill out the following questionnaire and discuss it together and with their
supervisor.
Comprehension
Present
• What does knowledge management and transfer mean to your team?
• What does knowledge management and transfer mean in your department?
• What does knowledge management and transfer mean in your organization?
Learning Capacity
• How do you best learn together as a group?
Past
Main Achievements
• Actions carried out by your team to transfer knowledge or to be
receptive to new knowledge originating from outside the team.
• Lessons to be learned?
• Actions carried out to help other departments to better manage and
transfer their knowledge and become receptive to knowledge
originating from outside the department.
• Lessons to be learned?
• Actions carried out to help the organization better manage and
transfer its knowledge and help its members to become receptive to
knowledge originating from outside the organization.
• Lessons to be learned?
Action Plan
• How does your team plan to help in determining its current knowledge and identifying its future
knowledge needs?
• How does your team plan to generate new knowledge?
Future
• How does your team plan to disseminate knowledge?
• How does your team plan to absorb new knowledge?
• How does your team plan to adapt and continually improve new knowledge?
Altruistic Component
• How does your team plan to help other teams and departments to manage and transfer their
knowledge?
• How does your team plan to help the organization to improve knowledge management and transfer?
It is important to follow up with an action plan and
continually update it as your team progresses and
becomes expert in knowledge transfer.
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Directions for use: Organizational Knowledge Management Plan
How It Works
The members of the management team must respond to the following questionnaire and discuss the
results.
Comprehension
• What does knowledge management and transfer mean in your organization?
Present
• What priority is it given?
• How does it compare with that of your collaborators and competitors?
Essential Conditions
• How does your organization's culture foster openness to change and learning?
• How does your organization's culture foster a climate of trust?
• How does your organization's culture foster exchange, interactions, and networking?
Past
Main Achievements
• What recent actions has your organization taken to improve its
knowledge transfer?
• Lessons to be learned?
• What recent actions has your organization taken to help
collaborators and suppliers better manage and transfer their
knowledge?
• Lessons to be learned?
Action Plan
• How does your organization plan to help in determining its current knowledge and identifying its
future knowledge needs?
• How does your organization plan to generate new knowledge?
Future
• How does your organization plan to disseminate new knowledge?
• How does your organization plan to absorb new knowledge?
• How does your organization plan to adapt and continually improve new knowledge?
Altruistic Component
• How does your organization plan to help employees manage and transfer their knowledge?
• How does your organization plan to help collaborators and suppliers to improve knowledge
management and transfer?
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