1. Knowledge Transfer Toolkit
Presented by Catherine Curtis, Baywork & SFPUC

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

4. 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.

5. Learning From Each Other

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

7. 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).

8. 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

9. Links to Resources

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

11. Introductory Section

12. Workforce Reliability Planning Section

13. SFPUC Strategic Workforce Reliability Plan

14. Best Practice Models

15. Plan Adopted and Shared in How-To Guide

16. Planning Example from City of Plattsburgh, New York

17. West Bay District Planning Page

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

19. Work Modification

20. Documentation Sample Page

21. 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.

22. Littleton-Englewood Documentation

23. Documentation

24. Documentation Tools

25. Technical Training & Staff Development

26. Training Videos

27. 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

28. 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

29. 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).

30. Knowledge Sharing Systems - WIKI

31. 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.

32. 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. toolkit#/

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

34. 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

35. Catherine Curtis Workforce Reliability Manager
Wastewater Enterprise, SFPUC