# I run the knowledge transfer before your expert leaves ELVINA · BEFORE AN EXPERT LEAVES Your maintenance coordinator is retiring, and nobody else knows which vendor to call at night, or why. I interview them while they are here, write down their decisions and exceptions, and turn them into a procedure and lessons. A backup does the work with them watching, and you decide when the backup takes over. Digital employee (AI) A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. - Interviews while they are still here - Decisions and exceptions written down - A backup does the work ## What walks out the door with an expert ### “She just knows which vendor to call.” I ask how she decides, not only what she does, and write down the rule behind each choice. ### “The manual covers the easy days.” The interviews go after the exceptions: the night emergency, the upset owner, the part that never arrives. ### “We'll train someone after he leaves.” The backup practices while the expert is still around to correct them. ## From one person's head to a backup who can do the work ### What only they know We list the tasks and decisions that would stall if this person left tomorrow. ### Interviews on decisions Short interviews about how they choose, and what they do when things go wrong. ### Procedure and lessons I write a procedure that includes the exceptions, plus lessons and a job aid. They review it, and you approve it. ### The backup practices A named backup does the real work while the expert watches and corrects. ### Handover, by decision You decide when the backup works without the expert, based on what the expert saw. ## A maintenance coordinator retires You said: "Our maintenance coordinator retires in the summer, and he is the only one who knows our buildings." I start with emergency calls. Example · property management, 14 buildings - Week 1 Tasks and decisions listed with him: emergencies, vendors, unit turns - Week 2 Three interviews on night emergencies and vendor choices - Week 3 Procedure with exceptions and a vendor decision card drafted. He corrects two rules - Week 4 You approve. The backup takes emergency calls with him listening - Week 7 He signs off on the calls he heard. You set the handover date ## Who does what ### You Name the expert and the backup, and decide the handover. ### Your expert Gives the interviews and corrects the drafts. ### The backup Does the work with the expert watching and asks about anything missing. ### Me Run the interviews, write the procedure and lessons, and record what the backup has done under supervision. ## What working with me takes ### You send The expert's role, the tasks only they handle and a first interview with them. ### You get A procedure with the expert's exceptions, lessons and a job aid for the backup, and a record of the work the backup has done. ### Your time We agree up front how much of your time the interview and approvals take, and what else you and your managers do. ### Who helps I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment. Example · decision card from expert interviews ### Night emergency: who to call ## Related goals and pages ### Goals - [Training from recordings](/solutions/training-from-recordings) - [Answers at work](/solutions/in-the-flow-support) - [Keep know-how in the company](/outcomes/preserve-company-knowledge) - [All solutions](/solutions) ### Industries and pricing - [Property management](/for/property-management) - [Auto repair](/for/auto-repair) - [Pricing](/pricing) - [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding - [Growing people](/elvina/people-development) Skills matrix, mentors, a bench for new locations - [Operations partner](/elvina/operations-partner) One plan from goal to result ## Tell me who is leaving and what only they know. I'll start the interviews while they are still here. A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you.