Knowledge Transfer Toolkit Presented by Catherine Curtis, Baywork & SFPUC

Knowledge Transfer Toolkit Designed and developed by Baywork, the Knowledge Transfer Toolkit is an on-line interactive book that combines guidelines and resources.

Goal of Toolkit The goal of this Knowledge Transfer Toolkit is to help water/wastewater agencies learn from each other. A unique attribute of this on-line interactive book is that it provides direct on-line links to specific resources.

Learning From Each Other

Sections of Toolkit Introduction Workforce Reliability Planning Work Modification Documentation Technical Training and Staff Development Knowledge Sharing Systems. Case Studies

Organization of Information In this toolkit, information has been organized in two different ways.  One is by topic (e.g., workforce reliability planning), giving the reader examples of tools used in this area by many different agencies. The second is by case study (showing how some agencies have pulled together many different types of tools to create a robust knowledge transfer program).

Types of Documents Videos White Papers PowerPoint Presentations Check Lists Forms Flowcharts Maps Standard Operating Procedures (SOP’s) Assessment Tools Planning Documents Pictures How-To-Guides FAQ Documents

Links to Resources

Learn More Tools Learn More drawer opens to display multiple tools and links.

Introductory Section

Workforce Reliability Planning Section

SFPUC Strategic Workforce Reliability Plan

Best Practice Models

Plan Adopted and Shared in How-To Guide

Planning Example from City of Plattsburgh, New York

West Bay District Planning Page

Work Modification Section Involves steps an organization can make to eliminate or reduce the need for some knowledge and skills to be transferred.  

Work Modification

Documentation Sample Page

SOP Cooperative Another example of documentation from Aurora Water with their Standard Operating Procedures (SOP) Cooperative. Insert Video of Brenda Donald – find out when this is happening.

Littleton-Englewood Documentation

Documentation

Documentation Tools

Technical Training & Staff Development

Training Videos

Research and Site Visits to Utilities with Strong Staff Preparedness Programs Union Sanitary District-Technical Training Littleton Englewood Wastewater Treatment Plant- Documentation and Knowledge-Sharing System Colorado Springs Utilities- Staff Development & Technical Training BAYWORK members have conducted research, including site visits, to gain information on the staff preparedness programs of utilities that have done outstanding work in the field. The results of this research and the presentations and resources associated with these site visits are available on workshop pages available from the Resources Section of the BAYWORK website: San Diego Utilities- Staff Development and Technical Training Union Sanitary District - Staff Development Metro Vancouver- Job Redesign, Technical Training, and Knowledge-Sharing Systems

Staff Development &Technical Training Webinars BAYWORK Training Buffet 2015 Navigating a New Era of Drinking Water Discharge Compliance Knowledge Transfer: A Toolkit That Can Work for Water and Wastewater Utilities

Knowledge Sharing Systems The process of capturing, developing, sharing, and effectively using organizational knowledge.  Examples include on-line knowledge management systems such as: SharePoint (web content management system) or Wiki (a content management system), libraries, databases, and learning management systems (ability to view, listen, and interact with data).

Knowledge Sharing Systems - WIKI

CASE STUDY: BAYWORK Knowledge transfer among staff of water/wastewater utilities has been a primary objective of BAYWORK since its inception in 2009. The Operational Reliability Roadmap adopted by its founders reflects four strategies, one of which is providing staff with the information they need to do quality work.

FREE-SOURCE Consistent with the BAYWORK business model of free information-sharing, we invite you to download any portion of the book, including all associated videos, reports, PowerPoints, checklists, and other resources linked to this on-line publication. http://knowledge.baywork.org/knowledge-transfer- toolkit#/

BAYWORK Website Baywork.org BAYWORK Resources Page Adam Feffer, San Jose Water, Chair of BAYWORK Website Committee

Additions to Toolkit If you or your agency has an effective tool that you would like to include in the toolkit, please contact: Robert Scott – Project Lead Santa Clara Valley Water District 408-630-2967 rscott@valleywater.com

Catherine Curtis Workforce Reliability Manager Wastewater Enterprise, SFPUC 415-920-4962 ccurtis@sfwater.org