Service 05 · Phase Two
005 / 08
Knowledge · content audit
1 month

Clean the knowledge before AI touches it.

AI tools that search, summarise, draft from, or reuse internal knowledge need a clean corpus. One month to deeply audit one bounded knowledge area and identify what must change before AI touches it.

Phase Phase two
Engagement Fixed scope · one knowledge area
§ 01 · Overview
Service AI-Ready Knowledge Audit
Follows Service 04 · AI Operating Literacy Program
Phase Phase two
Duration One month
Format Knowledge corpus audit + classification workshop
Team Principal consultant
Scope One practice area, service line, or project type
Output Knowledge audit report + clean-up brief

Before an AI assistant searches a knowledge area, you need to know whether that specific area is safe to search. This is not a broad business-wide knowledge review. It goes deep on one selected area.

This service audits one bounded knowledge area: one practice area, one service line, one project type, one recurring delivery context, or one document corpus. It assesses whether that corpus is usable by staff and safe for AI retrieval or reuse.

I identify where the documents, templates, SOPs, examples, and decision rules in that corpus actually live. I sort what is current and trusted from what is stale, duplicated, restricted, missing, or unsafe. The output is a clear cleanup plan and structure so that when AI tools search or reuse that knowledge area, they find the right material.

§ 02 · Service map

One knowledge area.
A complete picture.

Every document, template, SOP, example, and decision rule in the selected corpus is reviewed, classified, and assigned a status. Nothing is assumed to be retrieval-ready until I have seen it.

Inputs · workflow · data
Outputs · decision · handover
Knowledge area 1
Duration 1 month
Documents reviewed 50 to 150
Stakeholder inputs Up to 10
§ 03 · Fit

Right for you if
one corpus matters.

This layout is for explaining a service as a repeatable operating shape: who it is for, how the work moves, and what the client leaves with.

001

AI will search your content.

You are planning to use AI tools that will surface internal documents, SOPs, templates, examples, or guidance. You need to know the state of that selected corpus before it becomes AI search results.

002

The area is document-heavy.

One practice area, service line, project type, or recurring delivery context depends on templates, examples, SOPs, project files, and staff judgement that need to be made clear before AI can reuse them.

003

Confidential material is in the mix.

Client documents, sensitive project files, and restricted material sit in the same systems as general content. AI access needs boundaries before it gets broad access.

§ 04 · How it works

One month.
Four stages.

Stage 01

Define the scope.

Select one bounded knowledge area with leadership. Define the corpus, retrieval use case, systems in scope, and classification criteria I will apply.

Week 01
Stage 02

Inventory the content.

Map every document, template, SOP, example, and decision rule in the selected corpus. Identify where items live, who owns them, and when they were last updated.

Week 02
Stage 03

Classify and assess.

Assign every item a status: trusted and current, stale and needs update, duplicated, restricted, or missing entirely.

Week 03
Stage 04

Deliver the audit and clean-up brief.

Present the full audit findings and a specific clean-up brief: what to fix, what to remove, what to write, and in what order.

Week 04
§ 05 · Outputs

What the client
leaves with.

Knowledge Corpus Inventory

Every document, template, SOP, example, and decision rule in the chosen knowledge area, catalogued at a high level.

Proof

Shows what AI would actually find if it searched the area.

Trusted-Source List

The documents and sources that are current, authoritative, and safe to use.

Proof

Separates usable knowledge from accidental clutter.

Duplicate and Stale Content List

Material that is outdated, duplicated, or conflicting, and what to do with it.

Proof

Prevents old guidance being treated as current.

Sensitive and Restricted Content Notes

Material that must be excluded from AI access and why.

Proof

Keeps confidential material out of the wrong context.

Recommended Knowledge Structure

A practical folder or taxonomy structure that makes the knowledge easier to find and maintain.

Proof

Turns scattered knowledge into something staff and AI can navigate.

Cleanup Priority List

What to fix first, in order.

Proof

Turns the audit findings into a workable action list.

Retrieval Readiness Notes

A plain-English assessment of whether the knowledge area is ready for AI to search, summarise, draft from, or reuse, and what needs to change before it is.

Proof

Connects the audit directly to AI readiness.