How to create a knowledge sharing system across your organization

8 steps 40 min Intermediate

Build systems and culture that capture, organize, and distribute organizational knowledge effectively across teams.

Share:

Your Progress

0 of 8 steps completed

Step-by-Step Instructions

1

Step 1: Audit existing knowledge and identify critical gaps

Map what knowledge exists (in people's heads, docs, wikis, tools) and what's missing. Identify critical knowledge that would cripple operations if key people left. Look for repeated questions, frequent mistakes from lack of information, or projects delayed by knowledge gaps. Prioritize capturing high-impact, frequently-needed, or at-risk knowledge first. Don't try to document everything—focus on what matters.

Discussion for this step

Sign in to comment

Loading comments...

Knowledge Audit Template by KM Institute
Knowledge Audit Template by KM Institute

Free structured template for conducting organizational knowledge audits

Working Knowledge by Thomas Davenport
Working Knowledge by Thomas Davenport

Classic book on knowledge management strategy and implementation

2

Step 2: Choose appropriate tools and create centralized repository

Select knowledge management platforms that fit your team's workflow: Confluence for structured documentation, Notion for flexible wikis, SharePoint for Microsoft-heavy orgs, Stack Overflow for Teams for Q&A format. Avoid tool proliferation—having knowledge scattered across 5 platforms is worse than having none. Create clear taxonomy and searchability. Make the tool easy to access and use daily.

Discussion for this step

Sign in to comment

Loading comments...

Confluence
Confluence

Team knowledge base and documentation platform from Atlassian

Guru
Guru

Knowledge management platform with browser extension and AI-powered search

Stack Overflow for Teams
Stack Overflow for Teams

Private Q&A platform for technical knowledge sharing

Notion
Notion

All-in-one workspace for wikis, docs, and knowledge management

3

Step 3: Make documentation a standard part of work processes

Knowledge capture can't be an afterthought. Integrate it into workflows: require documentation as part of project completion, include "update docs" in definition of done, allocate time for writing in sprint planning. Create templates for common documentation types: runbooks, post-mortems, decision records, onboarding guides. Reduce friction so documenting is easier than not documenting.

Discussion for this step

Sign in to comment

Loading comments...

Document360
Document360

Knowledge base software with templates and workflow automation

GitBook
GitBook

Modern documentation platform for product and technical docs

4

Step 4: Establish ownership and maintenance responsibilities

Orphaned documentation becomes outdated and misleading. Assign clear owners to each knowledge area: who maintains the sales playbook, who updates the API docs, who owns onboarding materials. Build review cycles: quarterly audits to update or archive outdated content. Include documentation maintenance in performance expectations. Knowledge systems decay without deliberate upkeep.

Discussion for this step

Sign in to comment

Loading comments...

Slab
Slab

Knowledge base with ownership tracking and automatic update reminders

5

Step 5: Create culture of asking and answering questions publicly

Move questions from DMs and hallway conversations to public channels (Slack, Teams) or internal Q&A platforms. When someone asks something, answer publicly and document in knowledge base. Create "Ask Me Anything" sessions with experts. Reward people who answer questions and contribute knowledge. Psychological safety matters—people won't ask publicly if they fear judgment for not knowing.

Discussion for this step

Sign in to comment

Loading comments...

Tettra
Tettra

AI-powered knowledge base that surfaces answers in Slack

Slack
Slack

Team communication platform enabling public knowledge sharing

6

Step 6: Design effective onboarding as knowledge transfer accelerator

New hires are canaries in the knowledge coal mine—they expose gaps experienced employees don't notice. Use onboarding to pressure-test documentation: can someone new find and follow it? Have new hires document their learning journey and what confused them. Their fresh perspective improves knowledge systems for everyone. Great onboarding multiplies the value of knowledge capture.

Discussion for this step

Sign in to comment

Loading comments...

Lessonly
Lessonly

Training and onboarding software with knowledge management features

7

Step 7: Implement knowledge sharing rituals and celebrations

Create regular forums for sharing: weekly "tips and tricks" in team meetings, monthly lunch-and-learns where people teach something, quarterly knowledge fairs showcasing team expertise. Recognize top knowledge contributors. Measure metrics like documentation coverage, time-to-answer common questions, new hire ramp time. What gets measured and celebrated gets repeated.

Discussion for this step

Sign in to comment

Loading comments...

Loom
Loom

Video messaging tool for creating and sharing knowledge through screencasts

8

Step 8: Balance structure with flexibility for emergent knowledge

Over-rigid systems become documentation graveyards. Allow different formats: written docs, video tutorials, recorded demos, FAQ pages. Let knowledge emerge organically in Slack/Teams, then periodically harvest and formalize valuable insights. Some knowledge needs structure (policies, procedures), some needs fluidity (tips, workarounds). Design systems that accommodate both.

Discussion for this step

Sign in to comment

Loading comments...