New York State Governor's Office of Employee Relations, Department of Civil Service, Work Force Planning and Development
EXECUTIVE LETTER
INTRODUCTION
STEPS
1. Scope
2. Context
3. Work
4. Demand
5. Supply
6. Gaps
7. Priority
8. Solutions
     Class & Comp
     Staff Development
     Recruitment/Selection
     Retention
     Organizational Intervention
     Knowledge Transfer
IMPLEMENTATION
     CONSIDERATIONS
APPENDIX 1: Applying the Steps
APPENDIX 2: Glossary
APPENDIX 3: NYSTEP Reports
APPENDIX 4: Sample Gap Analysis
APPENDIX 5: Internet Links
APPENDIX 6: Further Reading
ACKNOWLEDGEMENTS

KNOWLEDGE TRANSFER STRATEGIES

  • Have you documented methods and procedures for the work performed?

  • Have you documented the processes, methods, tools, and techniques of people with special skills and responsibilities?

  • Can retiring employees mentor employees in the unit for a period of time before they retire?

  • Could the retiree's successor be appointed to a duplicate or project position to "shadow" the incumbent for three months or more so the successor can learn first hand?

  • Would it be feasible to rehire a valued employee under Section 212 of the Retirement and Social Security Law (see the Glossary) for the express purpose of mining knowledge and expertise?

  • Do you have a communications system in place that encourages the sharing of information on all aspects of your organization's operations and experience across organizational boundaries?

  • Do you record important meetings/events/presentations on video or audiotape?

  • Are records systems and series established to ensure that valuable information on important events or decisions is saved for an appropriate period of time and accessible to those who need it?

  • Are records series in place to archive material critical to documenting the institutional history of your organization?

(See Knowledge Transfer for agency examples and the Report of the Knowledge Management/Transfer Workgroup.)

Now that you have reviewed each of the planning steps, you may refer to the Appendix: Applying the Steps for examples of how the planning process would work.
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Link to a downloadable PDF version of the September, 2001 edition of our planning guide, Our Work Force Matters. Planning Guide Table of Contents
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