Checklist for Finding and Working with Subject Matter Experts

10 Steps to Capturing Critical Information from Retiring Workers

This week, I will be speaking to a local manufacturers’ association on an overview about how to identify and capture knowledge from the mass exodus of retiring workers.

It forced me to break down the entire methodology of two books into a few slides. After coming up with 10 steps, I thought I’d share the 30,000 foot view with my blog viewers, as well. As those of you who have been following this blog for a year or more already know, the devil is in the details. However, the high level view is a very good place to start so the devil has context.

The 10 steps have three major divisions. They are:

Part 1: Identify Critical Areas of Information within Your Organizationt

1. Make a thorough assessment of your organizational chart

2. Don’t overlook the obvious

3. Don’t overlook the un-obvious

Part 2: Ask Them the Right Questions

4. People don’t know what they don’t know

5. Do a well-thought-out interview

6. Get them talking

Part 3: Assess Your Current Information Assets

7. Review current knowledge and training materials

8.Update material where possible, fill in gaps where necessary

9. Consider all information assets and connect them with trends in your company and your industry

10. Iterate regularly

Currently scheduled public workshop: I will be conducting a workshop on how to work with subject matter experts at the 2nd Annual AGXPE meeting in Annapolis, MD from September 25-28, 2016. AGXPE is an organization dedicated to best practices in the pharmaceutical and related regulated industries. For more information or to register, click here.

Please note: I reserve the right to delete comments that are offensive or off-topic.

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One thought on “Checklist for Finding and Working with Subject Matter Experts

  1. Exceptional input, Peggy. Thank you for identifying the best how-to thoughts in the best order with the best words! I wish you great continued success with your pursuit to spark meaningful thinking and illuminate others with your blogposts and workshops. You are a true management beacon. Keep it up!