I'd love to see what your process looks like if you wouldn't mind sharing too!

---

I tried to model it off of a deep dives from last year I think by Square! We held a meeting with SMEs prior to launching explaining why we needed an audit & what they could expect. I developed a canva image guideline for them to review & a workbook with some pre-sync questions to help guide discussion on our syncs. I broke it up into 25% of SMEs per quarter, but likely will base it by boards or # of content each quarter this time around. I was probably too ambitious in thinking we would get through so much in only a few syncs with each SME and definitely feel like I needed to provide more support/guidance to our SMEs to make these changes. I found these areas of focus to be most valuable • Having them link their favorite card they verify & why. Then spending time highlighting their most popular cards / connecting positive feedback to work they did. • Having them identify the purpose of their content / does their content only pertain to certain roles within a department. • What they felt were the 10 most important topics (include resource links) • What they received the most questions on in slack • Did they feel their content was duplicated or contradicted elsewhere • Pain Points and/or issues/problems with guru Other questions in workbook I spent the least amount of time on. • Assessment of Shared content across your team (especially since we have departments not on guru) • Assessment of Global content (and if SME for different languages had been identified) • What they needed the most help with formatting wise (titles, tags, body of content, organization of boards/sections, etc) • Reviewing Comments / Archiving cards • New Content they plan to migrate into guru • Provide thoughts on SPNRs I gathered I felt were relevant to that SME's content • Worked on a "tag skeleton" together, but we are scratching that and taking more ownership of tags

---

@jharman

Just shared some great audit resources with us - maybe she can share them here too! :wink: I find audits VERY time-consuming, and somewhat difficult to move along since for most of our SMEs, their ticket work is the higher priority. With that said, I have some basic guidelines for teams looking to do an audit of their content which allows me to be more of a resource and PM to guide them in making informed decisions.

Some functional things we do:

• Export card content and add to a Gsheet template that includes some extra columns for Action needed, Status, Due date, and Notes, in addition to the columns that are baked in to the Guru card export.
• Usually I'm the one doing the export so I tidy up & hide some of the columns we don't really care to look at like "card creator" or "Collection" etc.
• Give firm check in points/due dates - I've found if I don't do this, the audit drags on for months.

Best practices:

• Use data to inform decisions; look at the Card views, copies, and favorites to get a sense of if ppl are using the card (both in the export for an overview and in the card details itself for more granular data.)
• I ask them to go through the cards and note proposed actions: *Keep* (no edits needed), *Edit*, *Merge*, *Archive*. ◦ For *Merge* specifically, we usually try to consolidate very short cards because we've found that being too granular hurts searchability for us.
• We always merge the lesser used card into the card with more views/copies/favorites.
• For *Archive* considerations, we keep in mind that the card may be linked from elsewhere (both in Guru and in our other resources) and how archiving may affect/cause broken links.
• All of this work is done BEFORE they ping me to review their proposed changes in the spreadsheet so I can leave my own feedback and give next steps.

I find the spreadsheet makes it easier to have multiple SME collaborators doing their work simultaneously, and helps ME keep track of the audit as a whole. Happy to chat more about our auditing trial & error processes over the last few years and how they've evolved as we've scaled! (And yes, I have a Guru card in our Collection with all of the audit processes written out! 😅)

---

@coachlindsey.hart I'm jumping in a little late here, but our team actually has a great article (written by Jamey!) about how to perform a knowledge audit. It's linked here! https://help.getguru.com/en/articles/4789990-how-to-perform-a-knowledge-audit

---