Transfer Critical Working Knowledge

What this session can decide

Hand over working knowledge and whom to check with. Do not assess the knowledge provider's ability, lift confidentiality, or change duties.

Outside its scope

• Do not force disclosure of tacit knowledge.
• Do not pass confidential information beyond authorised access.
• Do not use handoffs to assess ability.

Primary caution: Do not force disclosure of tacit knowledge.

Before starting

Question and scope

Organise what people know, what they want to know, handoff points, and shared terminology to retain knowledge. Before starting, state the subject and time period in one sentence.

What this session decides

Hand over working knowledge and whom to check with. Do not assess the knowledge provider's ability, lift confidentiality, or change duties.

Output recipient

The Recorder stores the final shared terminology and examples to reduce misinterpretation after the handoff.

Participation and information boundaries

Offer speaking, writing, or passing as participation choices. Keep personal information, confidential information, and attribute-based evaluation off the record surface.

Operating roles

Assign Lead facilitator, Recorder, and Timekeeper before starting, and confirm who announces switching and stopping.

Next review

Set a review date, viewers, and the person responsible for the next decision on the shared terminology and examples.

Who takes responsibility

Lead facilitator

Keep Transfer Critical Working Knowledge within its purpose and exclusions, and announce the start and end of each stage.

From before the start through the end

Recorder

Record the list of what people know and want to know, knowledge-handoff map, and shared terminology and examples at each stage, then hand them to the recipient at the end.

From preparing record surfaces before the start through storage after the end

Timekeeper

Notify the Lead facilitator 3 minutes before each stage ends and when switching to breaks or buffer time.

At the start of every stage and 3 minutes before its end

Session flow

Minutes are measured from the session start. Method time, transition time, breaks and buffer are shown separately; they are not additional overlapping activities.

1. 0–63 minutes

   Separate knowledge from gaps

   Method: Knowledge Sharing · 0–60 minutes. Transition: 60–63 minutes (3 minutes).

   For each work topic, write what people know and want to know. Add how certain they believe it is and the information source, and separate assumptions as unconfirmed.

   Responsible: Lead facilitator; Recorder; Timekeeper

   Output: List of what people know and want to know

   Handoff: Pass important unconfirmed items and shared knowledge to the map organising each handoff point.

   This stage may be shortened only in accordance with the stated conditions.

2. 63–111 minutes

   Design knowledge handoffs

   Method: Handoff Stations · 63–108 minutes. Transition: 108–111 minutes (3 minutes).

   Arrange knowledge-handoff points in chronological order. Decide whether to hand over through documents, explanation, demonstration, or checking, and specify a receipt check.

   Responsible: Lead facilitator; Recorder; Timekeeper

   Output: Knowledge-handoff map

   Handoff: Pass terms with differing meanings to the definition work.

   This stage is not marked as shortenable.

3. 121–144 minutes

   Align working terminology

   Method: Shared Definition Wall · 121–141 minutes. Transition: 141–144 minutes (3 minutes).

   For terms with differing meanings, write an observable definition, examples included, and examples excluded. For terms without agreement, retain whom to check with and a review date.

   Responsible: Lead facilitator; Recorder; Timekeeper

   Output: Shared terminology and examples

   Handoff: Pass the knowledge list, handoff map, and glossary to the successor and work owner.

   This stage is not marked as shortenable.

What is retained and who receives it

Materials and setup

Material names, quantities, groups and handling instructions retain the fixed draft's original helper-derived guidance. Where a format is marked “Source material specification”, the entire bound English source material entry takes precedence over the old helper-derived format guidance. This format-only correction does not resolve other instruction or safety concerns. English names are not substituted into a Japanese-keyed lookup.

Setup for each method

When to switch or stop

Fallbacks

There are more than 10 topics.

Limit the scope to 3 topics with a large impact if work stops.

Method guide: Knowledge Sharing

Stop conditions

Sharing begins of confidential information, personal information, or material outside authorised access.

Stop sharing and check viewing permissions.

People start assessing the provider's memory or ability.

Return to knowledge items, information sources, and checking methods.

Sources, rights and limits

This site has composed this programme's purpose, connections between methods, facilitation, roles, outputs, and switching conditions. See each method's individual page for its sources and licence.

Original source records and their required notices are retained below. Their presence does not mean a new legal or cultural-safety clearance. Original citation titles are kept in their source language.

Japanese resources and historical source records

Original Japanese plan and its print view · Japanese operation pack or starter materials

An English print edition is not provided here. The linked plans, print views and operation materials are Japanese resources.

Historical recorded publication holds

The following original hold statements are retained verbatim with their fixed source versions. They are not a statement of current acceptance, nor does this historical label resolve a source-specific restriction.

• English translation and rendered-page independent acceptance pending
• Method dependency source/text SHA binding and current source-specific rights verification pending
• Publication not cleared