Knowledge Mapping: Worksheet
Plan subject, participation, complete flow, and review.
# Knowledge Mapping: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 90–180 minutes for one domain; add validation with knowledge holders.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Domain list, role overview, existing documents, systems, and dependencies
- **Roles:** Facilitator · domain representatives · knowledge holders · transfer owners
- **Advance information:** Set one concrete service and its knowledge boundary; gather known roles, artifacts, and locations. Prepare real cases, sources, and boundaries.
- **Overall time needed:** 90–180 minutes for one domain; add validation with knowledge holders.
- **Setup:** Create a workspace with Domain scope · Knowledge register · Assessment · Risk map · Transfer plan; keep example values separate from live data.
### Prepare for the work steps
#### Scope: Domain scope
- Set one concrete service and its knowledge boundary; gather known roles, artifacts, and locations.
- Domain list, role overview, existing documents, systems, and dependencies
#### Knowledge: Knowledge register
- Domain scope
#### Assessment: Assessment
- Knowledge register
#### Risks: Risk map
- Assessment
#### Transfer: Transfer plan
- Risk map
## Knowledge Mapping · working structure
| Knowledge area | Holder | Artifact | Location | Currency | Criticality | Transfer |
| --- | --- | --- | --- | --- | --- | --- |
| Slot rules | | | | | | |
| Warehouse exceptions | | | | | | |
- **Slot rules:** Record knowledge area with holder, artifact, risk, and transfer.
- **Warehouse exceptions:** Record knowledge area with holder, artifact, risk, and transfer.
The blank worksheet contains prompts only.
[Reference source · original teaching example](https://en.wikipedia.org/wiki/Knowledge_mapping)
## Scope: Domain scope
Expected artifact: Domain scope
Define scope and knowledge domains around one concrete service
Entry:
...
- [ ] Is the scope tied to one service and a clear boundary?
## Knowledge: Knowledge register
Expected artifact: Knowledge register
Record knowledge holders, artifacts, and locations for each domain
Entry:
...
- [ ] Does each entry name knowledge, holder, artifact, and location?
## Assessment: Assessment
Expected artifact: Assessment
Assess criticality, currency, and dependencies with evidence
Entry:
...
- [ ] Are criticality and currency justified by use or incidents?
## Risks: Risk map
Expected artifact: Risk map
Mark knowledge gaps, single-person risks, and stale artifacts
Entry:
...
- [ ] Are missing knowledge and missing documentation separated?
## Transfer: Transfer plan
Expected artifact: Transfer plan
Plan transfer actions with owner, audience, and review date
Entry:
...
- [ ] Can every transfer action be checked through a real task?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/knowledge-mapping/run-sheet
Learning Review: Worksheet
Plan subject, participation, complete flow, and review.
# Learning Review: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 90–180 minutes; add time for evidence collection and action follow-up.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Timeline, decisions, signals, and available system or process data
- **Roles:** Facilitator · people with direct experience · scribe · action owners
- **Advance information:** Bound one event by time, impact, and learning purpose; confirm confidentiality and a blame-free rule. Prepare real cases, sources, and boundaries.
- **Overall time needed:** 90–180 minutes; add time for evidence collection and action follow-up.
- **Setup:** Create a workspace with Review frame · Evidence timeline · Decision view · System factors · Learning plan; keep example values separate from live data.
### Prepare for the work steps
#### Frame: Review frame
- Bound one event by time, impact, and learning purpose; confirm confidentiality and a blame-free rule.
- Timeline, decisions, signals, and available system or process data
#### Timeline: Evidence timeline
- Review frame
#### Decisions: Decision view
- Evidence timeline
#### System: System factors
- Decision view
#### Learning: Learning plan
- System factors
## Learning Review · working structure
### Review frame
Clarify scope, learning stance, and safe discussion rules
...
### Evidence timeline
Reconstruct a timeline from observable events
...
### Decision view
Examine decisions with the information and assumptions available at the time
...
### System factors
Connect systemic conditions and contributing factors
...
### Learning plan
Agree learning and improvement actions with an effect check
...
The blank worksheet contains prompts only.
[Reference source · original teaching example](https://sre.google/workbook/postmortem-culture/)
## Frame: Review frame
Expected artifact: Review frame
Clarify scope, learning stance, and safe discussion rules
Entry:
...
- [ ] Are scope, confidentiality, and a blame-free working rule confirmed?
## Timeline: Evidence timeline
Expected artifact: Evidence timeline
Reconstruct a timeline from observable events
Entry:
...
- [ ] Does the timeline separate timestamps, observations, and later interpretation?
## Decisions: Decision view
Expected artifact: Decision view
Examine decisions with the information and assumptions available at the time
Entry:
...
- [ ] Is each decision explained using the information available at that time?
## System: System factors
Expected artifact: System factors
Connect systemic conditions and contributing factors
Entry:
...
- [ ] Do factors show interactions rather than naming one person as the cause?
## Learning: Learning plan
Expected artifact: Learning plan
Agree learning and improvement actions with an effect check
Entry:
...
- [ ] Do actions have an owner, date, and observable effect signal?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/learning-review/run-sheet