DyReP

Fictional example · Knowledge transfer

A specialist is leaving. Her way of working does not have to leave with her.

The senior tax adviser leaves in six weeks.

86 active and recurring case files partly depend on her expertise. For 17 recurring tasks, the way of working exists mainly in personal notes and earlier case files.

This is a fictional example of how DyReP would structure such a request. It is not a completed client case.

The task

Selecting the critical ways of working, validating the foundation, handing over responsibility and making visible where human judgement is still needed.

Storing everything she knows is not the goal.

The foundation

Four types of source play a part:

Source 01

validated case files;

Source 02

personal notes;

Source 03

example documents;

Source 04

review calendar.

DyReP does not automatically combine these sources into a single account of what applies.

First it has to be clear which knowledge applies, which exceptions exist and who may decide on them.

The way of working

  1. 01

    Select

    Which ways of working are critical enough to make explicit before she leaves?

  2. 02

    Validate

    The departing expert assesses what is right, what needs context and what cannot be handed over without guidance.

  3. 03

    Assign responsibility

    For each way of working, it becomes clear who will own it, carry it out and review it after the handover.

  4. 04

    Prepare the appropriate result forms

    The same foundation is presented differently for the successor, management and the reviewer.

  5. 05

    Set the limit

    Exceptions and decisions that still need human judgement stay with people.

Three representations

What moves · for the successor

Fictional example

Work plan

What do I have to do, in what order, with which sources, and when should I consult someone?

WORK PLAN · For the successor · to take over the work

Make the next task manageable without relying on undocumented knowledge.

The emphasis is on an understandable order of work, examples and moments to ask for help. Translate the recorded way of working into a concrete order of work, with sources, examples and review moments.

  1. Start with the validated example documents and follow the recorded order of work.
  2. Follow the order of work and mark every deviation.
  3. Put the result to the designated subject-matter reviewer.

Human authorityThe new employee carries out the work within the route; a designated reviewer confirms exceptions and results.

Human authority

The designated responsible person decides whether a way of working has been validated well enough to hand over. DyReP does not decide that.

DyReP records that decision and keeps it visible in later results.

Example of a Result Passport

Result
handover plan for critical ways of working
Source base
four types of source
Status
proposal
Authority
team leader decides
Judgement
departing expert required
Representations
work plan · decision overview · review view
Limit
fictional example · no live execution

What this example shows

Knowledge continuity takes more than keeping documents.

It is also about:

  • way of working;
  • exceptions;
  • responsibility;
  • human decision limits;
  • a form in which the next person can work with it.

Which work must not come to a halt when one person leaves?

Start with a result →

Describe one recurring task. That is enough to begin.

See how DyReP is built technically →Experience DyReP →