Checklist: Retaining Institutional Knowledge for Grant Recipients

Take these actions to document, preserve, and share essential program knowledge throughout your organization.

For grant recipients, managing institutional knowledge is crucial, yet tracking everything from program guidelines to financial information can feel overwhelming. As staff roles shift or your grant portfolio expands, having reliable knowledge retention systems becomes even more vital to sustaining program success.

Download the checklist to build knowledge retention practices in the following areas:

  • Day-to-day operations

  • Knowledge organization and structure

  • Record retention policies

  • Staff training and communication

  • Ongoing maintenance and review

Afterward, use our practical implementation timeline to bring these practices into your organization.

With a strong approach to knowledge retention, your team can maintain consistency, improve efficiency, and stay focused on achieving your program goals.

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