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Capturing Institutional Knowledge. Frank Benest City Manager Russ Carlsen Human Resources Director City of Palo Alto. Demographic Crisis. The Numbers Large Talent Replacement Gaps Private versus Public Sectors. City of Palo Alto. Bay Area/ Silicon Valley / Stanford

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Capturing institutional knowledge l.jpg

Capturing Institutional Knowledge

Frank Benest

City Manager

Russ Carlsen

Human Resources Director

City of Palo Alto


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Demographic Crisis

  • The Numbers

  • Large Talent Replacement Gaps

  • Private versus Public Sectors


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City of Palo Alto

  • Bay Area/ Silicon Valley / Stanford

  • 61,000 Residents

  • 1,074 Employees

  • Full Service City


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Next Generation Strategies

  • Workforce Analysis

  • Succession Planning

  • Leadership Development

  • Knowledge Transfer


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Workforce Analysis

  • Organizational Review

  • Confidential Survey

  • Employee Discussion

  • Feedback


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Succession Planning

  • Regional Collaboration

  • Council / Manager Work-Plan

  • Senior Manager Forums

  • Ongoing Discussion


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Leadership Development

  • Individual Learning Plans

  • Management Academy

  • Action Learning Teams

  • Management Talent Exchange

  • Cal-ICMA Coaching Program

  • Job Shadow


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Different Kinds of Knowledge

  • Explicit

  • Tacit

  • Different Strategies


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Ideas for Knowledge Transfer

  • Policy, Procedure, & Desk Manuals

  • Online Inventory of Key Documents

  • Transition Plans

  • Job Shadowing

  • Tap Retiring Talent


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Retiring Talent

  • Videotape Interviews with Key Retirees

  • Social Events

  • Lunches with Retirees

  • Alumni Newsletters

  • Mentoring / Coaching / Inspiring

  • Part-time or Contract Employment

  • Volunteer Opportunities


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Other Ideas

  • “Communities of Practice”

  • Knowledge Maps

  • “Virtual Guru”

    To be continued…


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