Create Knowledge Capture Note Template and Distribute

Task Library

Build the Knowledge Capture Note template and distribute it into the team's actual workflows, then confirm real notes start flowing – the implementation milestone for Process 3.

Category: Knowledge System Maintenance

Use this when implementing the maintenance system – this Implementation Checklist task is a gap: until the template exists and lives where work happens, the Knowledge Capture Pipeline is theory.

Inputs

  • The four-field template spec from Process 3 (see provide-knowledge-capture-note-template): source, insight in 1-3 sentences, destination, priority
  • The shared capture location, plus the Zoom / campaign-review / audit workflow checklists
  • The team roster (everyone who touches client calls, campaigns, or audits)

Steps

  1. Build the template per the spec – Source, Insight (1-3 sentences), Destination, Priority – with one line of guidance per field and one filled real example, all under one page (provide-knowledge-capture-note-template is the authoring SOP).
  2. Place the template in the shared capture location as the canonical copy; every other reference links here, so updates propagate from one place.
  3. Distribute it into the three named workflows: embed the template (or a direct link) at the capture step in Zoom post-call checklists, campaign data reviews, and audit wrap-ups (add-knowledge-capture-to-existing-workflows is the integration SOP).
  4. Teach it once, live: walk the team through capturing one real insight end to end – Learn, Do, Teach – so the first note everyone sees is a correct one.
  5. Confirm adoption within the first two weeks: real notes are arriving, they follow the template, and the 24-hour rule is holding. Adoption is the deliverable; an undistributed template is a gap with extra steps.
  6. Collect friction (fields misused, info repeatedly added outside fields) and revise the template via SOP Amendment Proposal – not a silent edit – so the change is versioned and announced.

Definition of done (QA checklist)

  • Template live in the shared capture location: four fields, guidance lines, filled example, ≤1 page
  • Embedded at the capture step of all three workflows (Zoom, campaign reviews, audits)
  • Live walkthrough delivered; team knows where the template lives and when the 24-hour clock starts
  • Two-week adoption check passed: real, on-template notes flowing – or the blockers identified and actioned
  • Revisions routed through the SOP Update Protocol with version + changelog
  • Linked back to the definitive article and relevant siblings
  • Complies with Blog Posting Guidelines (if it publishes content)

Example(s)

  • /knowledge-system-maintenance – the Implementation Checklist pairs template creation with distribution into team workflows. Gap: neither exists yet – running this skill closes both.
  • Example needed – run the Meta-Article Prompt (/meta-article-prompt-template) after the first weeks of real notes and link the meta-article here.

File in the zip: skills/knowledge-system-maintenance/create-knowledge-capture-note-template-and-distribute.md. Download the Task Library zip.

Index: Task Library. Article guidelines.

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