0422 Publ 5641 (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/p5641.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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Past Capture knowledge at high-risk of loss due to attrition

Present Ingrain Knowledge Management activities into agency work processes

Future Leverage changes in technology to elevate knowledge transfer

Through KMT solutions and services, provide centralized, on-demand access to the institutional knowledge and expertise employees need to perform their jobs and enhance the taxpayer experience.

Position the IRS as a leading knowledge sharing organization, transforming the way we think about and transfer institutional knowledge utilizing Virtual Library Knowledge Bases as the foundation to support and enhance the employee experience; fostering a Servicewide culture of collaboration, to operate more efficiently and better serve taxpayers.

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Publication 5641 (4-2022) Catalog Number 93012M Department of the Treasury Internal Revenue Service www.irs.gov

Succession planning and prioritizing knowledge capture needs based on organizational needs.

• Establish Best Practices to effectively meet Taxpayer needs.

• Invest resources in developing technological solutions to enable knowledge transfer.

• Prioritize knowledge transfer activities as a measurable commitment from leadership.

Documenting team processes, developing job aids and sharing best practices.

• Develop common platforms for subject matter expert resource sharing.

• Create Communities of Practice (CoPs) within common subject areas

• Create Lessons Learned of ongoing and completed projects.

• Maintain a system of metrics to capture effectiveness of KM initiatives.

Documenting and retaining critical internal expertise to share with temporary or permanent successors.

• Document expertise in both high level overviews and in-depth coverage of a program, project or task.

• Subject matter experts add best practices to a common shared platform and review content consistently.

• Utilize best practice documentation and provide feedback on updated processes.