Skip to content
  • Next Steps
    • What is Flowster?
    • Process Management vs Project Management
    • Why Flowster vs MS or Google Docs?
    • Flowster vs Flowcharts
    • Customer Stories
    • Browse our Template Marketplace
    • 3 Minute Demo
    • Visit our Blog
  • Products
    • Capture Chrome Extension
    • Flowster Unlimited
    • Flowster Connect: LinkedIn Automation
    • Flowster Agency Success Tactics (FAST) Playbook
    • Amazon Seller Playbook
  • Marketplace
  • Pricing
  • Next Steps
    • What is Flowster?
    • Process Management vs Project Management
    • Why Flowster vs MS or Google Docs?
    • Flowster vs Flowcharts
    • Customer Stories
    • Browse our Template Marketplace
    • 3 Minute Demo
    • Visit our Blog
  • Products
    • Capture Chrome Extension
    • Flowster Unlimited
    • Flowster Connect: LinkedIn Automation
    • Flowster Agency Success Tactics (FAST) Playbook
    • Amazon Seller Playbook
  • Marketplace
  • Pricing
Log In
Get started for free

Documenting Tacit Knowledge: Capturing the “How-To” Beyond Written Steps

Image suggesting employees documenting tacit knowledge.
Picture of Liz Dyrsmid

Liz Dyrsmid

  • Published: May 17, 2024
  • Last updated: May 17, 2024

Imagine this: A new employee, fresh out of training, confidently starts their first day on the customer service hotline. They’ve meticulously reviewed the Standard Operating Procedures (SOPs) for handling common inquiries. But when a frustrated customer calls with a complex issue, the written steps fall short. The SOP doesn’t address the specific situation, leaving the new employee flustered and unable to deliver the exceptional service your company prides itself on.

This scenario highlights the crucial, yet often overlooked, aspect of knowledge management: tacit knowledge. It’s the “how-to” that goes beyond the written word—the intuition, experience, and problem-solving skills that seasoned employees possess. Tacit knowledge plays a vital role in smooth operations, efficient task completion, and exceptional customer service. However, capturing this valuable knowledge and integrating it with existing procedures can be challenging.

This article tackles the often-overlooked challenge of documenting tacit knowledge. We’ll explore practical strategies for capturing the “how-to” expertise of your employees, ensuring your SOPs accurately reflect real-world practices, and ultimately, empowering your team to deliver exceptional results.

Article Outline

What is Tacit Knowledge?

Every workplace thrives on a hidden reservoir of knowledge—tactic knowledge. Unlike explicit knowledge, which can be easily written down in manuals or SOPs, tacit knowledge is the practical, experiential kind that often goes unspoken. It’s the “know-how” accumulated through years of experience, the intuition that guides us in tricky situations, and the ability to perform tasks efficiently without needing a script.

Why is Tacit Knowledge Important?

While explicit knowledge provides the foundation, tacit knowledge is the cornerstone of effective work. It empowers us to:

  • Solve problems creatively: When faced with an unexpected challenge, tacit knowledge allows us to think outside the box and find ingenious solutions.
  • Make informed decisions: Experienced employees leverage tacit knowledge to weigh factors, assess risks, and make sound choices that go beyond following a set of rules.
  • Work smarter, not harder: Tacit knowledge often leads to the development of efficient workflows and clever shortcuts that save time and improve overall productivity.

Examples of Tacit Knowledge in Action

Think about the seasoned salesperson who can close a deal with a subtle shift in their approach, or the technician who can diagnose a complex issue based on a barely audible sound. These are all examples of tacit knowledge at work. Here are some more relatable examples you might encounter in your own workplace:

  • A customer service representative who can diffuse an angry caller with a calming tone and the right words, even in the absence of a scripted response,.
  • A data analyst is someone who can spot trends and anomalies in datasets based on their experience, even if the specific pattern isn’t explicitly outlined in the analysis procedure.
  • A project manager who can anticipate potential roadblocks and course-correct efficiently based on their past experiences with similar projects.

Tacit knowledge permeates every role and function within an organization. It’s the magic ingredient that elevates good work to exceptional. But can this intangible expertise actually be documented? We’ll explore that question in the next section.

Image that illustrates 3 examples of business tacit knowledge that should be documented.

Can Tacit Knowledge Be Documented?

Capturing the full depth of tacit knowledge can feel like trying to bottle lightning. By its very nature, it’s often implicit and difficult to articulate in a formal way. However, this doesn’t mean we’re stuck! Even capturing aspects of tacit knowledge can significantly improve your SOPs and knowledge transfer within your organization.

The key lies in recognizing that tacit knowledge isn’t a single entity, but rather a collection of insights, experiences, and best practices. By strategically tapping into this resource, we can bridge the gap between theory (written procedures) and real-world practice.

Let’s explore some practical strategies for documenting tacit knowledge in the next section.

Strategies for Documenting Tacit Knowledge

While capturing the full essence of tacit knowledge can be a quest, there are effective strategies for harnessing its power. Here, we’ll explore various techniques to document tacit knowledge and weave it into the fabric of your organization’s knowledge base.

A. Knowledge Capture Techniques

The first step is to extract the valuable insights residing within your employees. Here are some effective methods for capturing tacit knowledge:

  • Focused Interviews: Schedule interviews with experienced employees, focusing on specific tasks or procedures. Guide the conversation to elicit their thought processes, decision-making rationale, and the unspoken rules they follow to achieve success.
  • Observation: Don’t underestimate the power of watching! Shadow high-performing employees as they complete tasks. Observe their workflow, identify unspoken best practices, and pinpoint areas where procedures could benefit from the addition of tacit knowledge.

Storytelling: Encourage employees to share work-related stories. These narratives can reveal a wealth of tacit knowledge, from creative problem-solving strategies to the thought processes behind successful outcomes. By capturing these stories, you can distill valuable tacit knowledge for future reference.

Image to illustrate strategies for documenting tacit knowledge, specifically knowledge capture techniques.

B. Knowledge Representation Techniques

Once you’ve captured these valuable insights, the next step is transforming them into a usable format. Here are some methods for documenting tacit knowledge and integrating it into your knowledge base:

  • Annotated SOPs: Revise existing Standard Operating Procedures (SOPs) by incorporating annotations based on your captured tacit knowledge. This could include adding explanations for specific steps, decision trees for complex situations, or even a dedicated “Best Practices” section based on employee insights.
  • Video Tutorials: Short video tutorials can be powerful tools. Film experienced employees performing tasks while explaining their thought processes and decision-making along the way. These video tutorials can serve as a valuable reference for new hires and a refresher for seasoned employees.
  • Knowledge Base Articles: Develop well-structured knowledge base articles that incorporate the captured tacit knowledge. These articles can document troubleshooting tips, decision-making frameworks, and best practices gleaned from employee experience.
documenting tacit knowledge 2

By combining these knowledge capture and representation techniques, you can effectively document tacit knowledge and ensure your SOPs and knowledge base reflect the real-world expertise that drives success.

Preserving Tacit Knowledge

While capturing tacit knowledge is a crucial first step, preserving it over time is equally important. Here are some strategies to ensure this valuable asset continues to thrive within your organization:

  1. Foster a Knowledge Sharing Culture: Cultivate a workplace environment that encourages open communication and knowledge exchange. Recognize and reward employees who actively share their expertise with colleagues. This can be achieved through incentive programs or recognition initiatives that celebrate knowledge sharing.
  2. Implement Mentorship Programs: Mentorship programs provide a powerful platform for knowledge transfer between experienced and new employees. By pairing seasoned professionals with newcomers, you create opportunities for tacit knowledge to be passed down organically, fostering a culture of continuous learning and development.

By fostering a knowledge-sharing culture and implementing effective mentorship programs, you can ensure that tacit knowledge isn’t lost with employee turnover. This empowers your team to leverage the collective wisdom of your organization, driving innovation and success.

Image to present strategies to preserve tacit knowledge, foster a knowledge sharing culture, and implement a mentorship program.

The Power of “How-To”: Unlocking Success Through Documenting Tacit Knowledge

In today’s dynamic work environment, capturing the full spectrum of knowledge within your organization is essential. While written procedures provide a solid foundation, documenting tacit knowledge unlocks a hidden treasure trove of experience-based wisdom. By incorporating these unspoken “how-to” secrets into your SOPs, you ensure they accurately reflect the real-world practices that lead to success.

We’ve explored effective strategies for documenting tacit knowledge, including conducting focused interviews with experienced employees, observing work processes to identify best practices, and encouraging storytelling to unveil problem-solving strategies. We’ve also discussed how to translate captured insights into actionable tools through annotated SOPs, engaging video tutorials, and well-structured knowledge base articles.

Finally, we emphasized the importance of preserving tacit knowledge over time through a knowledge-sharing culture and mentorship programs. By implementing these strategies, you can ensure that the collective wisdom of your team continues to empower your organization for years to come.

Don’t let valuable “know-how” reside solely in the minds of your employees. Take action today and unlock the power of documenting tacit knowledge. By incorporating these strategies, you can bridge the gap between theory and practice, propelling your organization towards greater efficiency, productivity, and success.

Transform Your Business with Flowster's AI-Driven Automation

You can streamline your business process and complete more tasks with the sophisticated app Flowster, which uses AI technology. Experience the future of workflow management with Flowster's free trial. Start optimizing your business processes today!
Start FREE Trial Today!

Need an Easy SOP Documentation Tool? 

The Flowster Marketplace has pre-built workflows and SOP templates, and Flowster uses AI to make process documentation easy. These templates are versatile and easy to customize for your business needs.

Do you need assistance? Custom workflows are designed by our quality and improvement experts using our “Done for You” service. Our team can help you create SOPs from scratch that match your business processes and goals.

Check out our other articles.

1

How a Social Media Video Agency Helps Brands Stand Out Online

Read Now »
122989

Automating Credit Risk Management: What Finance Teams Gain with Modern Software

Read Now »
lee campbell DtDlVpy vvQ unsplash

Making Your Digital Space Inclusive: A Must-Have For Modern Businesses

Read Now »
  •  Categories: Business, Productivity, Software
  •  Tags: AI, business process, business processes, change management model, managing change process, process change management, process management, Productivity, Standard Operating Procedure, Standard Operating Procedures, Workflow, Workflows

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

3827 S Carson St, 505-25 Unit #3040
Carson City, NV 89701, USA

© Copyright – Flowster, LLC

Linkedin Twitter Youtube Facebook Instagram
  • About
  • Careers
  • Blog
  • Contact Us
  • About
  • Careers
  • Blog
  • Contact Us
1% For The Planet

RESOURCES

  • Help Docs
  • Integrations
  • Affiliates
  • Virtual Assistant Placement Program
  • Training Videos
  • Partner Webinars
  • Content Partner Program

LEGAL

  • Privacy Policy
  • Terms of Service

Stay up to date on the latest from Flowster

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie settingsACCEPT
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
CookieDurationDescription
akavpau_ppsdsessionThis cookie is provided by Paypal. The cookie is used in context with transactions on the website.
nsidsessionThis cookie is set by the provider PayPal. This cookie is used to enable the PayPal payment service in the website.
tsrce3 daysThis cookie is set by the provider PayPal. This cookie is used to enable the PayPal payment service in the website.
x-pp-ssessionThis cookie is set by the provider PayPal. This cookie is used to process payments from the site.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
CookieDurationDescription
ac_enable_tracking1 monthThis cookie is set by the Active Campaign. This cookie is used to keep track of the site usage.
YSCsessionThis cookies is set by Youtube and is used to track the views of embedded videos.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
CookieDurationDescription
_ga2 yearsThis cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_gcl_au3 monthsThis cookie is used by Google Analytics to understand user interaction with the website.
_gid1 dayThis cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
_hjFirstSeen30 minutesThis is set by Hotjar to identify a new user’s first session. It stores a true/false value, indicating whether this was the first time Hotjar saw this user. It is used by Recording filters to identify new user sessions.
_omappvp11 yearsThe cookie is set to identify new vs returning users. The cookie is used in conjunction with _omappvs cookie to determine whether a user is new or returning.
_omappvs20 minutesThe cookie is used to in conjunction with the _omappvp cookies. If the cookies are set, the user is a returning user. If neither of the cookies are set, the user is a new user.
_uetsid1 dayThis cookies are used to collect analytical information about how visitors use the website. This information is used to compile report and improve site.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
CookieDurationDescription
_fbp3 monthsThis cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
fr3 monthsThe cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
IDE1 year 24 daysUsed by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
MUID1 year 24 daysUsed by Microsoft as a unique identifier. The cookie is set by embedded Microsoft scripts. The purpose of this cookie is to synchronize the ID across many different Microsoft domains to enable user tracking.
test_cookie15 minutesThis cookie is set by doubleclick.net. The purpose of the cookie is to determine if the user's browser supports cookies.
uidThis cookie is used to measure the number and behavior of the visitors to the website anonymously. The data includes the number of visits, average duration of the visit on the website, pages visited, etc. for the purpose of better understanding user preferences for targeted advertisments.
VISITOR_INFO1_LIVE5 months 27 daysThis cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
CookieDurationDescription
_fw_crm_v1 yearNo description
_gat_UA-124464104-11 minuteNo description
_gat_UA-182261587-11 minuteNo description
_hjAbsoluteSessionInProgress30 minutesNo description
_hjid1 yearThis cookie is set by Hotjar. This cookie is set when the customer first lands on a page with the Hotjar script. It is used to persist the random user ID, unique to that site on the browser. This ensures that behavior in subsequent visits to the same site will be attributed to the same user ID.
_hjIncludedInPageviewSample2 minutesNo description
_hjIncludedInSessionSample2 minutesNo description
_hjTLDTestsessionNo description
_lfa2 yearsThis cookie is set by the provider Leadfeeder. This cookie is used for identifying the IP address of devices visiting the website. The cookie collects information such as IP addresses, time spent on website and page requests for the visits.This collected information is used for retargeting of multiple users routing from the same IP address.
_seg_uid1 yearNo description
_seg_uid_35361 yearNo description
_seg_visitor_35361 yearNo description
_uetvid16 days 6 hoursNo description
CONSENT16 years 8 months 2 days 6 hoursNo description
cookielawinfo-checkbox-functional1 yearThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-others1 yearNo description
DO-LBNo description
enforce_policy1 yearNo description
hyperise_session2 hoursNo description
l7_az30 minutesNo description
LANG9 hoursNo description
prism_7995608311 monthNo description
RUL1 yearNo description
whr_nov1 yearNo description
x-cdnNo description
SAVE & ACCEPT
Powered by CookieYes Logo
  • Next Steps
    • What is Flowster?
    • Process Management vs Project Management
    • Why Flowster vs MS or Google Docs?
    • Flowster vs Flowcharts
    • Customer Stories
    • Browse our Template Marketplace
    • 3 Minute Demo
    • Visit our Blog
  • Products
    • Capture Chrome Extension
    • Flowster Unlimited
    • Flowster Connect: LinkedIn Automation
    • Flowster Agency Success Tactics (FAST) Playbook
    • Amazon Seller Playbook
  • Marketplace
  • Pricing
Login
Get started for free