Knowledge Ops Solution for Succession Planning

Capture employee knowledge before it walks out the door

Prepare a succession plan that leaves the next generation of workers with the right tools, skills, and knowledge to succeed.

Retain the knowledge your experts built for your next generation of workers

The reality of running a business is employees are constantly phasing in and out of your company. Whether employees quit or retire, or you scale your business, you need to be prepared for a changing workforce.

As employees leave your company, you don’t want their experiential knowledge walking out the door with them.

ScreenSteps helps you capture that knowledge and transfer it to your next generation of workers. That way, your employees can continue to build on what your retiring employees perfected.

Features for transferring knowledge

Interactive Guides

Checklists, decision trees, and other articles to transfer actionable knowledge

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Courses

Create text and video courses for transferring foundational knowledge

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Certifications

Automate reminders to verify the accuracy of your digital guides

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Clarify AI

AI features for creating resources and searching your knowledge ops platform

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Don’t start from zero — escape tribal knowledge by capturing your experts’ expertise.

How ScreenSteps helps you ensure your company knowledge doesn’t disappear

The key to escaping tribal knowledge is to develop a knowledge transfer strategy rooted in guided knowledge. With ScreenSteps, you have the Find & Follow Framework paired with our knowledge ops platform to help you accomplish guided knowledge.

Knowledge Ops Platform

Knowledge Ops Platform

Make every employee an expert by capturing your experts’ knowledge

Capture and share your experts’ knowledge in a knowledge ops platform. This centralized location houses your foundational courses and interactive digital guides so that you can effectively transfer knowledge. 

With the quick authoring tools, you can build findable, followable, and scannable guides that anyone can use to handle a task correctly.

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Knowledge Ops Platform
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Find & Follow Framework

Create a culture of continuous knowledge sharing

The Find & Follow Framework provides you with a format for building your knowledge transfer strategy. It guides you in sharing that expertise by helping you:

  • Build a training program centered around hands-on learning
  • Create findable, followable, and scannable digital guides
  • Develop a plan so that your resources are always up to date

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Retaining legacy knowledge

Retain legacy knowledge while evolving with your company knowledge 

While capturing your experts’ knowledge is good, your business will continue to evolve. That means your policies and procedures will continue to change. 

ScreenSteps helps you maneuver these changes by making it easy to update your digital guides. The knowledge ops platform allows you to set certification reminders to optimize your guides, ensuring they are accurate.

Retaining legacy knowledge
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Feel confident about your knowledge for future personnel changes 

When you adopt ScreenSteps and the Find & Follow Framework, your company is prepared for future personnel changes. It doesn’t matter whether employees quit or retire — you already have all company knowledge captured and readily accessible in your knowledge ops platform. 

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What our customers are saying

“Building a knowledge base can be daunting, but Jonathan has made the process feel manageable and comfortable for us.”

Debbie Parrie
Chief Operations Officer, Via Credit Union

"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

"Because ScreenSteps is so easy to use, we have more authors contributing to the knowledge base content. And because it's so fast, we are able to create content in 1/4 of the time."

Arlen Wilcock
Faculty Technology Consultant, BYU-Idaho

Additional Resource

How to Retain Knowledge When SMEs Retire

Watch this 3-minute video for four tips on how to preserve that knowledge before it's too late.

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How does Find & Follow change your business?

Faster training

Faster adoption

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Increased compliance

Fewer mistakes

Decreased task time

Confident employees

Fewer questions

Less stress

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Make everyone a top-performing employee

ScreenSteps helps you mirror your top performer’s work so that everyone performs at a high level.

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Make everyone a top-performing employee

ScreenSteps helps you mirror your top performer's work so that everyone performs at a high level. 

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