Knowledge Manager Templates

Knowledge Manager Templates

There is a huge number of templates that someone in the Knowledge Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Knowledge Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Knowledge Management Report
2. Knowledge Base Article Template
3. Training Material Template
4. Project Documentation Template
5. Meeting Minutes Template
6. Content Management Plan Template
7. Knowledge Sharing Presentation Template
8. Knowledge Gap Analysis Template
9. Knowledge Transfer Plan Template
10. Knowledge Audit Template

Reports

Reports are often prepared by a Knowledge Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Knowledge Base Usage Report
2. User Feedback Report
3. Content Creation Report
4. Knowledge Gap Analysis Report
5. Knowledge Base Performance Report
6. Knowledge Base Search Analysis Report
7. Knowledge Base Update Report
8. Knowledge Base Quality Assurance Report
9. Knowledge Base Training Report
10. Knowledge Base ROI Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Knowledge Manager does and how they do it.

1. New Employee Onboarding SOP
2. Knowledge Base Creation SOP
3. Content Management SOP
4. Data Backup and Recovery SOP
5. IT System Maintenance SOP
6. Knowledge Sharing SOP
7. Performance Metrics Tracking SOP
8. Change Management SOP
9. Training and Development SOP
10. Documentation Review and Update SOP

Presentations

Knowledge Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Knowledge Sharing Workshop
3. IT Project Update
4. Training and Development Session
5. Stakeholder Meeting Update

Legal Docs

There are several key times when a Knowledge Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Software License Agreement
4. Data Protection Policy
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Knowledge Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Knowledge Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Team Meeting Calendar
2. Training and Development Calendar
3. Content Creation and Publication Calendar
4. Project Management Calendar
5. Knowledge Sharing and Collaboration Calendar

Invoice Templates

Several types of Knowledge Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Service Invoice
2. Software License Invoice
3. Training and Development Invoice
4. Consulting Services Invoice
5. Maintenance and Support Invoice

Survey Templates

For a Knowledge Manager to get insights related to the work they do, they need to send out Knowledge Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Training Needs Assessment Survey
4. Knowledge Sharing Effectiveness Survey
5. IT Service Quality Survey

Meeting Agendas

Having premade Knowledge Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Project Status Update Meeting
3. Knowledge Sharing Meeting
4. Stakeholder Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Knowledge Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Training and Development Budget Template
5. IT Infrastructure Budget Template

Dashboards

Dashboards are a useful way for a Knowledge Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Knowledge Base Performance Dashboard
2. User Engagement and Adoption Dashboard
3. Content Creation and Publication Dashboard
4. Knowledge Base Quality and Accuracy Dashboard
5. Knowledge Base Search and Feedback Dashboard

Proposal Templates

For bidding or requesting work, a Knowledge Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Knowledge Sharing Proposal
2. IT Training and Development Proposal
3. Knowledge Management System Upgrade Proposal
4. IT Best Practices Proposal
5. Knowledge Transfer and Succession Planning Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Knowledge Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.