Efficiency & Workflow

Building a Knowledge Base That Your Team Will Actually Use

Transform institutional knowledge into an accessible, maintainable resource that reduces training time and ensures consistent service

12 min readUpdated November 2024

Every VASCO office has one: the shared drive folder with 47 Word documents named "Certification Process FINAL v3 (updated) NEWEST VERSION." Or the wiki that was created three years ago and last updated by someone who no longer works here. Or the institutional knowledge that lives entirely in one person's head, creating a single point of failure.

An effective knowledge base isn't just about documentation—it's about creating a living resource that your team actually uses, trusts, and maintains. This guide shows you how to build one that succeeds where others fail.

⚠️ The Cost of Poor Documentation

Inadequate knowledge management costs VASCO offices an average of 5-10 hours per week in redundant questions, inconsistent processes, and "reinventing the wheel." For a 3-person team, that's 780-1,560 hours annually.

Why Most Knowledge Bases Fail

Before building a new knowledge base, understand why the old one didn't work:

❌ Common Failure Patterns

  • • Too complicated to navigate (50+ nested folders)
  • • No clear ownership or maintenance responsibility
  • • Content is outdated and nobody trusts it
  • • Organized how creator thinks, not how users search
  • • Too much information with no prioritization
  • • Requires special software or access nobody has

✅ Success Factors

  • • Simple, intuitive organization structure
  • • Clear ownership and update protocols
  • • Regular maintenance schedule
  • • Organized by user questions and scenarios
  • • Layered information (quick answer + details)
  • • Accessible wherever team members work

Knowledge Organization Principles

Principle 1: Organize by User Questions, Not Organizational Chart

Poor Structure

  • → VA Programs
  •    → Chapter 30
  •    → Chapter 33
  • → Regulations
  •    → 38 CFR
  • → Forms

Users don't know which section contains the answer to "How do I handle a withdrawal?"

Better Structure

  • → Enrollments & Certifications
  • → Withdrawals & Status Changes
  • → SAP & Academic Issues
  • → Tuition & Fees
  • → Student Questions

Clear where to find information about common scenarios

Principle 2: Use the "3-Click Rule"

Any piece of information should be findable within 3 clicks from your knowledge base homepage. If it takes more, your structure is too complex.

Example: Finding Withdrawal Process

Click 1: Homepage → "Withdrawals & Status Changes"

Click 2: Status Changes → "Full Withdrawal Process"

Click 3: Open procedure document with step-by-step instructions

Principle 3: Layer Information by Urgency

People need different levels of detail depending on the situation. Structure content in layers:

1️⃣

Quick Reference Layer

One-page checklist or flowchart for common scenarios. Answers "What do I do right now?"

2️⃣

Detailed Procedure Layer

Step-by-step instructions with screenshots. Answers "How exactly do I complete this task?"

3️⃣

Reference & Regulatory Layer

Regulatory citations, historical context, edge cases. Answers "Why do we do it this way?"

Documentation Standards That Work

Standard Document Template

Every procedure document should follow this structure for consistency:

Header Information

Document title, last updated date, document owner, version number

Purpose

1-2 sentences: What does this procedure accomplish? When would you use it?

Prerequisites

What access, information, or prior steps are required?

Step-by-Step Instructions

Numbered steps with screenshots where helpful

Common Issues & Solutions

Known problems and how to resolve them

Related Resources

Links to regulatory guidance, related procedures, forms

💡 Writing Tip: Use Active Voice and Action Verbs

❌ Passive/Vague

"The enrollment data should be entered into Enrollment Manager."

✅ Active/Clear

"Enter the enrollment data into Enrollment Manager."

Sustainable Maintenance Protocols

⚠️ The Maintenance Problem

Knowledge bases decay rapidly without active maintenance. Regulations change, systems update, staff turnover creates gaps. A knowledge base that was 90% accurate last year might be only 60% accurate today—and nobody trusts it anymore.

Assign Clear Ownership

Every section or document needs a designated owner responsible for keeping it current:

SectionOwnerReview Frequency
Enrollments & CertificationsSenior VASCOQuarterly
SAP & Academic IssuesVASCO AssistantSemi-annually
Student FAQsRotating (all staff)Monthly

Scheduled Review Process

Monthly Quick Check

Review documents in high-traffic sections. Update dates, links, screenshots. Takes 30-45 minutes.

Quarterly Deep Review

Review entire section for accuracy, relevance, clarity. Test procedures step-by-step. Takes 2-3 hours per section.

Annual Comprehensive Audit

Full knowledge base review. Archive outdated content, reorganize if needed, solicit team feedback. Schedule during slower period.

Change Management Workflow

When regulations or processes change:

  1. 1. Flag affected documents immediately with "Under Review" notice
  2. 2. Research the change and determine impact
  3. 3. Update all affected documents within 2 weeks
  4. 4. Notify team of changes via email or team meeting
  5. 5. Archive old versions with clear date stamps

Driving Adoption: Making Your Team Actually Use It

Strategies That Work

Make It the Official Answer

When someone asks a question, direct them to the knowledge base article. Don't just answer—show them where the information lives.

Integrate Into Training

New staff training should include "How to use our knowledge base" as Day 1 content. Build the habit from the start.

Celebrate Contributors

Recognize staff who create great documentation or identify gaps. Make contribution valued work, not extra burden.

Start Small, Prove Value

Don't try to document everything at once. Start with top 10 most-asked questions. Build momentum with quick wins.

Solicit Feedback Actively

Add "Was this helpful?" to documents. Quarterly surveys asking what's missing or unclear. Act on feedback visibly.

Make It Convenient

Browser bookmarks, desktop shortcuts, mobile access. Remove friction between "I have a question" and "I found the answer."

Key Takeaways

  • 1.Organize by user questions and scenarios, not organizational structure
  • 2.Layer information by urgency: quick reference, detailed procedure, regulatory context
  • 3.Assign clear ownership and establish regular review schedules to prevent decay
  • 4.Drive adoption by making the knowledge base the official source of truth