Protection Engagement · Per Expert · 4–6 Weeks

Critical Knowledge
Capture

When key people leave, their expertise leaves with them. We extract and document it before they go — for onboarding, AI training, and operational continuity.

What It Is

The expertise walking out the door has a name. We capture it before it goes.

Every organization has critical expertise that lives nowhere except inside specific people. The senior partner who knows how every major client relationship really works. The operations manager who handles every exception the process documentation does not cover. The subject matter expert whose judgment has guided a hundred decisions nobody ever wrote down.

When these people leave — planned or unplanned — that expertise leaves immediately, quietly, and expensively. Onboarding slows. Errors increase. AI systems built to replicate that judgment have nothing to learn from.

We use structured knowledge elicitation techniques to extract and document the tacit expertise that experts themselves often struggle to articulate. The result is a working model of how they think, decide, escalate, and solve problems — not a summary of what they know, but a map of how they operate.

Engagement Type
Per expert or expert cluster. Priced per engagement based on depth and scope.
Duration
4–6 weeks per expert. Can run concurrently for multiple experts.
Sessions Required
3–5 structured elicitation sessions per expert. 1.5–2 hours each.
Format
Remote or on-site. Deep-structured interviews, scenario walkthroughs, decision-path mapping, and case review.
Can Be Combined With
Company Brain Blueprint · AI Transformation Retainer
How It Works

From tacit expertise to documented operating knowledge.

01

Scope the expertise

We identify which knowledge domains, decision types, and process areas are most critical — and most at risk of being lost when the expert departs.

02

Elicit the judgment

Using structured interview and scenario techniques, we draw out how the expert thinks, decides, escalates, and handles the non-standard situations that define their real value.

03

Document the model

We convert elicitation output into decision logic, annotated case libraries, process models, and knowledge maps successors and AI systems can actually use.

04

Build the transfer plan

We produce a structured knowledge transfer plan for the expert's successor, along with an onboarding accelerator package and AI training documentation.

What You Receive

What you leave with.

Not a bio, not a handover note, not a document dump. A structured model of how the expert thinks and operates — in a form that works for new hires, for AI training, and for the organization's long-term knowledge continuity.

Deep knowledge capture session recordings and synthesis Expertise map and knowledge domain inventory Decision logic documentation with reasoning captured Annotated case library covering key scenario types Exception and escalation path documentation Onboarding accelerator documentation for successors AI training and fine-tuning preparation materials Knowledge transfer plan
Who It Is For

This engagement is right when:

A senior departure is approaching

You have a planned retirement, transition, or departure and need to capture the outgoing expert's knowledge before the window closes. The earlier you start, the better the output.

Key person risk is too concentrated

Critical operational knowledge lives in one or two people and the organization cannot afford to lose it. You need it documented before it becomes a crisis rather than a risk.

You are building AI on expert judgment

You want an AI system to replicate, support, or scale the judgment of specific experts. That requires documenting how they actually think — not just what they have produced.

Who is the person whose departure would hurt most?

If the answer came quickly, that is where to start. Tell us about the situation and we will scope an engagement that captures what needs to be captured — before the window closes.