Knowledge Planner

Create a plan for what knowledge you need to capture and how to transfer it

Brainstorm and organize your knowledge into a clear plan of action that enables you to fill your knowledge ops platform with reliable resources.

Schedule a ScreenSteps Demo

Watch Demo Videos

Answer-Questions

Answer every question

Identify what questions your Knowledge Ops Platform needs to answer.

Align-Teams

Align your teams

Get your training and operations teams on the same page.

Clarify-Resources

Clarify resources

Recognize what digital guides, courses, and practice activities you need to create.

See the ScreenSteps Knowledge Ops Platform in action with our pre-recorded demo videos

Watch Demo Videos

Identify what knowledge and skills your employees need

Discover everything your users need to know AND do to handle tasks completely on their own. The Knowledge Planner helps you identify what digital guides, courses, and practice activities you need to support your employees.

Assign Activities in the knowledge planner

Fill knowledge gaps in your documented policies and procedures

Leave no policy or procedure undocumented. Identify where you are missing answers in your knowledge ops platform. Then assign different authors to fill those gaps with new digital guides.

Align your teams with a Find & Follow Workshop

Get your training and operations teams on the same page. Use the Knowledge Planner as part of your Find & Follow Workshop.

The Knowledge Planner helps you track all the questions, requests, etc. your employees receive so that you can create resources to transfer knowledge to them.

What is a Find & Follow Workshop?

A Find & Follow Workshop is the first step in putting together a knowledge transfer strategy for your knowledge ops platform. The Knowledge Planner was designed specifically to support the Find & Follow Workshop.

Learn More About Find & Follow Workshops

What ScreenSteps customers are saying

“This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us grow employee expertise and create a remarkable member experience.”

Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union

Read Their Success Story →

“We were able to foster a smoother transition for our association to the Fiserv DNA Loan Servicing Account System due to the implementation of the ScreenSteps platform.”

Carrie Casto
Director of Project Management, Farm Credit of the Virginias

Read Their Success Story →

“The customer care team LOVES these digital guides. They've told me how much ScreenSteps has helped them do their job.”

Lori Bright
Training & Development Manager

Read Their Success Story →

FAQs

Who has access to the Knowledge Planner? Who can fill a Knowledge Planner out?

Do you purchase the Knowledge Planner feature separately?

Do you have to run a Find & Follow Workshop to use the Knowledge Planner?

Discover features that make a Knowledge Ops Platform different than traditional knowledge management tools

Clarify AI

Introducing Clarify, the ScreenSteps AI-powered Knowledge Ops assistant, designed to help your team capture, use, update, and manage knowledge faster and more efficiently.

Explore Clarify AI