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Free Template

Knowledge Audit Template

A fully fillable working document to map, assess, and prioritize the critical knowledge in your organization before it walks out the door.

What is included

01

Organization Overview

Capture your company size, industry, current turnover rate, and existing documentation practices to set the baseline.

02

Role-by-Role Knowledge Mapping

Map critical knowledge holders across every department, identifying what they know, how it is documented, and who else holds that knowledge.

03

Critical Knowledge Areas

Identify the specific knowledge domains that would cause the most damage if lost, from client relationships to technical processes.

04

Risk Assessment

A single-point-of-failure table that scores each knowledge area by impact, likelihood of loss, and current documentation status.

05

Prioritized Action Plan

A structured framework for deciding what to capture first, how to capture it, and who is responsible for each action item.

How to use this template

  • 1. Start with the Organization Overview to set your baseline
  • 2. Work through each department in the Role-by-Role Mapping
  • 3. Score each knowledge area in the Risk Assessment
  • 4. Use the Prioritized Action Plan to decide what to capture first
  • 5. Book a consultation to review your findings with us

Who this is for

HR leaders, knowledge management teams, and operations leaders who suspect their organization has critical knowledge concentrated in too few people and want a structured way to assess and address the risk.

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