Knowledge Slash & Burn
What: Knowledge Slash & Burn (or "Konmari", or "Quick Audit", or "Spring Cleaning")
No seriously, what?: It's like an audit but it can be done in a 60-minute meeting.
Why: Your team knows they have a knowledge clutter problem and would like to get rid of a lot of cards now, but don't know where to start.
Assets: Here's an example deck + resources you might use to conduct a workshop with a customer: Olo's Knowledge Spring Cleaning Workshop Resources
Goals:
- Improve search by archiving cards that people don't use or don't trust
- Identify patterns in the waste to propose new governance rules
Steps:
- Run each Card Manager filter (listed below)
- Discuss what patterns you observe in this knowledge
- Decide what action to take on the cards: Archive, Reassign, or Leave
- For everything you don't Archive, write down a plan to Improve that knowledge
Card Manager Filters:
- Unused Knowledge:
Last Viewed > More than > 180 Days Ago - Untrusted Knowledge:
Verification State > is > Untrusted AND
Last Verified Date > more than > 90 Days Ago - Static Knowledge:
Last Modified Date > more than > 365 Days Ago
ANALYTICS REPORTS
- Overwhelmed Verifier:
Knowledge Health > Verification Health > 'Unverified Cards by verifier' panel
Recommended Next Step:
- Use the patterns and learnings you uncover to start a complete audit or prepare for a governance workshop.
- Survey a sample of users a week after this. Are they having an easier time finding knowledge?