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The first step of the Knowledge Transfer process involves identifying and locating critical knowledge at risk of being lost as a result of attrition. Included are tips for identifying key positions and assessing the level of difficulty involved in replacing the incumbent. Retirement analytics and risk assessment tools are available to assist in the process, resulting in a "Total Attrition Factor" for each key position.

The information gathered in Step 1 will give managers the initial documentation for a critical knowledge database for a work unit or for the organization. This information should be captured for purposes of strategic planning and operations.