Knowledge Silo Matrix Exercise

The Knowledge Silo Matrix Exercise will help you understand and address your pool’s skill gaps and talent risks.

NOTE: If you haven’t taken part in the Big Picture Project, we recommend completing it before starting this exercise. See our Succession Planning Residency page for a broader overview of the process.

1. Download the Knowledge Silo Matrix template.

2. Review the instructions on the first tab and fill out your matrix — including your action plan to address your pool’s most critical talent risks.

3. For guidance to complete and use the matrix, watch our three tutorial videos. We demonstrate how to use the template, answer common questions, and give out “homework” that will walk you through completing your matrix in three logical steps.

Once you’ve completed the steps above, we recommend you:

• Review this guide to learn how you can use your matrix to support your pool.

• Read our recent issue of Intelligence. It explains what a good knowledge transfer program looks like, discusses common misconceptions about knowledge transfer, and explores real-world knowledge transfer situations.