Institutional Knowledge Practice
Capture how your organization actually works, and keep it true, so the next retirement, board turnover or agency change doesn’t take your history with it.
- Starting at
- $12,500
- To build it. Keeping it current is a separate monthly fee, quoted per organization.
- Typical length
- About 10 to 16 weeks to build, then ongoing
- Your team’s time
- Short interviews with key staff and board
How it runs
Scope
start with your public records obligations, handled with your counsel.
Audit
confirm who owns every account and data asset.
Capture
short, structured conversations with the people who hold the knowledge.
Keep it true
scheduled refreshes and updates when something changes.
Most of what a DMO knows lives in a few people’s heads: why a partner gets an exception, what the board decided in 2019, who owns which account. When those people leave, a new CEO spends a year or more rebuilding it. AI assistants pointed at a messy shared drive make it worse by repeating outdated policy with complete confidence.
A living record of how your organization actually works: mandate, funding, governance, partners, systems and the reasoning behind past decisions. Your team and your AI tools can ask it questions and see where each answer came from and when it was last checked. Then we keep it current.
Organizations facing a CEO transition, a retirement, an agency change or a funding renewal, and DMOs rolling out AI tools that need something reliable to read.
Questions we get
It works more like custody. The records are refreshed on a schedule and updated when something changes.
Connect your AI assistants and automations to it so they answer from current, sourced facts.