Documenting Institutional Knowledge

    2 min read

    Learn effective strategies for documenting the institutional knowledge that makes your organization run—before it's lost.

    Documenting Institutional Knowledge

    Every organization accumulates invaluable institutional knowledge—the unwritten rules, historical context, and practical wisdom that make things work. But most of this knowledge exists only in people's heads.

    What Is Institutional Knowledge?

    Institutional knowledge includes:

    • Historical context: Why decisions were made
    • Relationships: Who to contact and how to work with them
    • Workarounds: Unofficial solutions that actually work
    • Cultural norms: How things really get done
    • Lessons learned: Past mistakes and successes

    Why Documentation Matters

    For continuity: New employees can get up to speed faster For efficiency: Teams don't reinvent solutions For quality: Best practices become standard practices For resilience: Knowledge survives personnel changes

    Types of Knowledge to Document

    Explicit Knowledge

    Easier to document:

    • Processes and procedures
    • Technical specifications
    • Policy guidelines
    • Contact directories

    Tacit Knowledge

    Harder but more valuable:

    • Decision-making frameworks
    • Relationship dynamics
    • Problem-solving approaches
    • Historical reasoning

    Documentation Methods

    Written Documentation

    • Standard operating procedures
    • How-to guides
    • Decision logs
    • Lessons learned reports

    Interview-Based Capture

    • Structured knowledge interviews
    • Oral history sessions
    • Exit interviews
    • Expert consultations

    Observation-Based

    • Process walkthroughs
    • Video recordings
    • Screen captures
    • Annotated examples

    Making Documentation Stick

    1. Make it easy: Remove friction from documentation
    2. Make it useful: Documentation must provide value
    3. Make it discoverable: Organize and index effectively
    4. Make it current: Regular updates and reviews
    5. Make it cultural: Recognize and reward documentation

    GetExperts transforms knowledge interviews into structured, searchable documentation—capturing tacit knowledge at scale.