Expert Departure

Expert Departure

Facing the urgency of an Expert’s departure

To those who succeed the experts, it is a question of transmitting part of the knowledge and experience that make up the company’s memory, culture or genius. Supporting the transmission of expert knowledge is an effective management tool to ensure the continuity of services and tasks that the expert performs for the company. We consider our approaches to be rewarding for both the departing experts and for the trainers of the “experts of tomorrow”.

As a result of these experiences, Bassetti consultants have developed methods to enhance the knowledge of experts. This method makes it possible to organize the departure of an expert in three phases:

  • Exploration phase of the expertise
  • Diagnosis and action plan phase
  • Phase for actions of pooling and transmission of knowledge


Know how to anticipate the retirement of strategic positions that possess rare knowledge

Ensure a successful transition of knowledge: Encourage senior experts and junior experts to work together

Take advantage of and distribute key knowledge

Prioritize transitional actions as one of the most critical missions

Recruit and train future experts at their workstations

Our method

Identify the missions of the expert:

Conduct interviews and collect information

Identify the expert’s contributions:

Collect and analyze information

Construct an action plan:

Focus on the critical elements that are to be transmitted

Capitalize on the know-how

Utilize and distribute the knowledge through different mediums:

Provide tools to better disseminate knowledge: database, focused synthesis, choice history, good practice reference framework, and Lessons Learned, etc.

Accompaniment at the departure of an Expert:

Integrate the replacement


Ensure the continuation of services after the departure of an expert

Perpetuate the knowledge of the expert in the company

Promote the integration of the expert’s replacement(s)

Making up for an Expert’s Departure

Making up for an Expert’s Departure: Transmitting the Knowledge of Experts

Making up for an Expert’s Departure: Transmitting and Capitalizing the Knowledge of Experts