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In many organizations, only certain employees who work in key positions within the organization may possess information that is critical to the organization's ability to achieve its strategic goals and objectives. If these key employees were to retire or leave the company for other reasons, the organization's performance could suffer. Valuable organizational knowledge leaves with a valuable employee. To have a better-prepared workforce, managers need to be able to gather critical knowledge and plan a method to transfer the knowledge to others, prior to information loss through attrition. See the Knowledge Transfer Companion Guide for details on identifying employees with crucial knowledge and key positions, along with other considerations to help identify the best methods of capturing and transferring critical knowledge possessed by the employee and comprised in the position.

This model describes the method of documentation as a means of transferring or retaining critical organizational knowledge, and provides a list of tools to assist in that process.