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ISO 9001 · Lecture 19 of 30

Documentation Versus Tacit Transfer — Finding the Right Balance

Concept map
graph TD A["⚖️ Finding the Right Transfer Balance"] --> B["📚 Document-Everything Extreme"] A --> C["🧠 Rely-on-Experience Extreme"] A --> D["🔀 Hybrid Approach"] D --> E["📋 Suits Documentation"] D --> F["💭 Resists Codification"] E --> E1["🔁 Repeatable Procedures"] E --> E2["📐 Regs and Specs"] F --> F1["⚖️ Judgment and Patterns"] F --> F2["🤝 Relationships"] D --> G["🏗️ Docs as Scaffold for Tacit"] style A fill:#4A90E2,color:#fff,stroke:#333,stroke-width:2px style D fill:#7ED321,color:#000,stroke:#333,stroke-width:2px style B fill:#FF6B6B,color:#fff style C fill:#FF6B6B,color:#fff style G fill:#F5A623,color:#000,stroke:#333
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Key takeaways

  • Both documenting everything and relying solely on experience are failure modes at opposite extremes.
  • Mature QMSs use a hybrid approach calibrated to the type of knowledge involved.
  • Repeatable procedures, regulations, and specifications respond well to written documentation.
  • Judgment, pattern recognition, and relationships resist codification and need human transfer.
  • Documentation works best as a scaffold that supports tacit transfer, not a replacement for it.

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