Consulting Practice
Preserve approved delivery knowledge
Teams repeatedly reconstruct client-safe methods from old files with uncertain reuse rights.
Organizational memory
Free Canadian small business workbook
Organizational Memory Map
Decide what knowledge AI should preserve, retrieve, refresh, forget, and cite.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Decide what knowledge AI should preserve, retrieve, refresh, forget, and cite. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams building internal knowledge, advisory, sales, or operations assistants.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Scope
What is in and out of scope for organizational memory map?
Information
Which approved sources and permissions are required?
Authority
Who can review, approve, override, or stop this work?
Failure
What happens when evidence, quality, tools, or ownership fail?
Proof
What result would justify continuing or expanding?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Keep store knowledge current
Seasonal policies, supplier terms, and staff guidance change faster than an assistant’s remembered answers.
Accounting Practice
Separate client and firm knowledge
Reusable internal procedures must not be confused with confidential client-specific facts.
- AI-supported role
- Retrieve current approved knowledge and show provenance, freshness, and conflicts.
- Human authority
- Knowledge owners decide what to retain, refresh, correct, cite, or forget.
- What to measure
- Track stale answers, missing citations, duplicate work, and time to refresh knowledge.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.