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Knowledge Transfer
Your best people know more than they can easily put into words.
We help experts share what they know, with dignity and consent. We help the people who stay keep it and use it.
- People first, technology second
- Experts review every word
- Woman-owned since 2014
Our Wisdom Capture Method
What one expert knows
01Live Expert Walkthrough
02Peer Questioning
03Clear Written Drafts
04Expert Review
The challenge
Why It Matters Now
Many experienced people will retire or leave their roles in the next few years. Most organisations are not ready to keep what those people know.
92%
of surveyed organisations still fail to consistently capture knowledge from people who are about to retire.
Source: eGain and Deloitte, June 2026
41%
of organisations rarely or never capture knowledge from departing retirees. Only 30% do it most of the time or always.
Source: APQC, The Great Retirement, August 2025 (1,000 respondents)
Nearly
1 in 3
EU residents will be 65 or older by 2050. Today it is 1 in 5.
Source: European Commission Joint Research Centre, July 2026
There is good news in these numbers. Many experienced people have valuable knowledge and are willing to share it. We help organisations ask for it in a way that builds trust.
Our approach
Why People Come First
Experts do not always know what they know. Someone has to help them find it.
Forms and exit interviews miss the most useful parts of expertise: judgement, relationships and the exceptions to every rule. They come out in conversation, when people trust the process and feel respected.
So we put people first and technology second. This is also the reason our work is built on dignity.
The method
How Our Wisdom Capture Method Works
What one expert knows
1
Live Expert Walkthrough
The expert shows us real work, step by step. We listen and ask questions. With their agreement, calendars and records of past decisions help them remember.
2
Peer Questioning
Colleagues ask the questions the expert would not think to answer. Peers also show who depends on the expert.
3
Clear Written Drafts
We turn the conversations into clear written drafts, with help from technology tools. People stay in charge of every word.
4
Expert Review
The expert checks and corrects everything before anyone relies on it. The expert is named and thanked for what they share.
Knowledge the whole team can use
What you keep
What Stays After We Leave
A handover guide for each role
It lists who to call, what to decide and what to do first, in plain steps that are easy to find.
A knowledge hub with controlled access
People see what their role needs. Sensitive items stay protected.
A choice of succession options
Not one fixed plan. Options include overlap time with a successor before the leader leaves, sharing duties across a team and interim cover while a role is vacant.
Support that fits the role
Larger roles get more time. Smaller roles get less. We decide together at the start.
A process your team can repeat
The tools and templates stay with you.
Early results
What We Have Seen So Far
From a pilot with a regional public health agency in the United States. These are early findings. Client names stay private.
- We began with five senior leaders in several divisions. Teams asked us for more.
- Peer group sessions showed hidden risks that one-to-one interviews missed, such as one person holding a whole system together.
- The biggest gaps were often in how work was organised, not in missing documents.
- Trust was built through relationships, so we also arranged introductions for the next leader, not only documents.
Our framework
Built on Dignity and Fairness
Our framework is JEDI-CAB: Justice, Equity, Dignity and Inclusion, in a Culture of Accessibility and Belonging. In practice, it means fairness, respect and inclusion for everyone involved.
The living ecosystem around the work
Culture
People share what they know when it feels safe to do so.
Accessibility
Knowledge everyone can use, not only the technically fluent.
Belonging
When people belong, they share what they know.
The active drivers
J
Justice
Whose knowledge gets captured, and who decides.
E
Equity
Design for different starting points, not one size for all.
D
Dignity
Respect for expertise at every level.
I
Inclusion
The people a process serves help shape it.
Justice the Aim. Equity the Core. Belonging the Outcome.
In knowledge transfer, it means five promises.
Choice first
People choose what they share and how it is used.
Credit
Experts are named and thanked for their contributions.
Human review
A person checks every output.
Access
Plain language and more than one way to take part.
Responsible technology
We name the real costs of AI, including energy and water, and we ask the people affected what they need.
Your data, your people
Data Protection and Employee Voice
Data protection
Knowledge transfer involves information about people. We plan our work to meet GDPR requirements and agree with you at the start how information is collected, stored and used.
Employee voice
Where you have a works council or employee representatives, we involve them from the beginning. We tell you which AI tools we use and where your data is processed.
Related services
Other Ways We Help
Knowledge transfer connects to the rest of our work with people and teams.
Executive Coaching
Coaching matched to the person and the moment.
For a regional public agency, we built a coach matching system checked for fairness. A person reviews every match. In the pilot, recommendations came back within two working days.
Workforce Development
Training that fits real jobs and real learners.
We supported the launch of a large public records system with about 14,000 data-sharing partners and kept about 75 role-based training resources up to date. We also listened to more than 50 staff over 40 days before building five learning modules for regional environmental agencies.
Strategic Planning
Plans built with the people who will carry them out and the people they affect.
Fair and Inclusive Hiring
Roles, postings and interviews that widen who can apply and help everyone succeed.
Succession Planning
Clear paths for the next leader, built early. This is the handover guide work described above.
We share more examples in a call, with client permission.
Who we are
About JJRconsulting
Founded in 2014 by Jenna Roberts, JJRconsulting is a certified woman-owned organisational development and management consulting firm. We help public bodies, non-profits, foundations and mission-driven companies make change that lasts.
We put people first in every project. Our teams work globally, with bases in the United States and the Netherlands.
Next step
Talk With Us
Twenty minutes is enough to start. Tell us about a role or a team you are concerned about.
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