AI-Enabled Knowledge Management Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Knowledge Managers, Records Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-KRM-036

Before you join: Participants should have working experience with organisational knowledge, documents, records, information governance, digital services or operational policy.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Knowledge and records teams are under pressure to make trusted information easier to find while controlling retention, privacy, security and regulatory obligations. Generative AI can improve search, summarisation, policy guidance and expert knowledge transfer, but poorly governed systems can produce unsupported answers, expose restricted content, preserve obsolete records or create untraceable decisions. Leaders need a disciplined approach that joins knowledge management, records management, information architecture and AI risk controls.

This course examines how to design AI-supported knowledge services using authoritative content, metadata, taxonomies, retrieval-augmented generation and human review. Participants learn to assess knowledge maturity, identify priority use cases, prepare sources for retrieval, define records and retention requirements, test AI answer quality and establish operating controls. The syllabus covers ISO 30401, ISO 15489, Dublin Core metadata, NIST AI Risk Management Framework functions, model documentation, evaluation sets, audit trails and service performance measures.

Instructor-led sessions combine short technical briefings, sector-based cases, group analysis, design simulations and structured application planning. Cases reflect common requirements in banking, public administration, regulated industry, NGOs and multinational organisations, including policy assistants, casework guidance, incident knowledge bases and controlled document repositories. Participants leave with a practical AI-enabled knowledge management implementation pack: a use-case assessment, knowledge architecture outline, governance model, assurance checklist and 90-day action plan. The course is delivered over five days in the classroom or live online and includes a certificate of completion.

What you will be able to do

  • Conduct a knowledge audit identifying critical expertise, content gaps, duplication and ownership risks
  • Design a taxonomy and metadata schema supporting reliable search, retrieval and records classification
  • Apply ISO 15489 retention and disposition principles to AI-accessible information sources
  • Select AI knowledge use cases using value, feasibility, risk, data readiness and adoption criteria
  • Design a retrieval-augmented generation workflow with citations, source controls and refresh rules
  • Establish AI governance roles, risk registers, privacy controls and model documentation
  • Evaluate AI-generated answers using factuality, groundedness, citation accuracy and refusal criteria
  • Produce a 90-day implementation plan for an AI-enabled knowledge management service

Benefits of attending

For you

  • A repeatable method for assessing AI knowledge use cases before investment
  • Practical vocabulary for working with IT, data, legal, records and security teams
  • Ability to identify unsafe source content before connecting it to AI services
  • Confidence to test AI answers using evidence-based acceptance criteria
  • A personal 90-day plan for improving a knowledge or records service

For your organisation

  • Better access to approved policies, procedures, case guidance and operational knowledge
  • Reduced risk of AI answers based on obsolete, restricted or unsupported content
  • Clearer ownership for knowledge sources, records controls, AI decisions and incident response
  • More defensible evidence trails for audits, investigations, retention and regulatory review
  • Prioritised AI investments linked to measurable service, risk and productivity outcomes

Course modules

10 modules over 5 days

Participants can map the knowledge lifecycle and identify high-value knowledge assets, gaps and ownership risks.

  • Knowledge lifecycle mapping from creation, validation, reuse, retention and disposal
  • SECI model distinguishes socialisation, externalisation, combination and internalisation activities
  • Knowledge audits identify critical expertise, gaps, duplication and single points
  • Tacit knowledge capture through structured interviews, after-action reviews and storytelling
  • Records, information assets and working knowledge classified by business value
  • Communities of practice governed through charters, roles and contribution standards

Participants can design core knowledge structures that improve content classification, discovery and retrieval.

  • Enterprise taxonomy design using facets, preferred terms, synonyms and relationships
  • Metadata schemas align Dublin Core elements with business retrieval requirements
  • Controlled vocabularies reduce ambiguity in policy, casework and technical repositories
  • Content models define mandatory fields, ownership, review cycles and retention
  • Knowledge graph triples connect entities, concepts, documents and authoritative sources
  • Findability testing measures search success, query reformulation and time-to-answer

Participants can apply records management controls to information made available through AI knowledge services.

  • ISO 15489 principles set authenticity, reliability, integrity and usability requirements
  • Retention schedules link record classes to legal, regulatory and operational triggers
  • Disposition authorities document approval, holds, destruction and permanent preservation decisions
  • Legal holds suspend routine disposal for investigations, disputes and audits
  • Information classification labels govern access, handling, sharing and storage controls
  • Records inventories expose unmanaged repositories, duplicate content and ownerless data

Participants can assess where generative AI is suitable and unsuitable for knowledge management tasks.

  • Large language model architecture explained through tokens, embeddings, transformers and inference
  • Retrieval-augmented generation grounds answers in approved organisational knowledge sources
  • Prompt patterns specify role, task, context, constraints and output format
  • Hallucination, bias and prompt injection assessed through realistic knowledge scenarios
  • Human-in-the-loop review assigns accountability for generated summaries and answers
  • Use-case selection scores value, feasibility, risk, data readiness and adoption

Participants can specify the content preparation and retrieval design needed for trustworthy AI answers.

  • Source selection prioritises authoritative, current, rights-cleared and well-structured content
  • Chunking strategies preserve semantic context across policies, procedures and long documents
  • Embedding models convert content segments into vectors for semantic retrieval
  • Retrieval pipelines combine vector search, keyword search, filters and reranking
  • Citation design links generated answers to source passages and version dates
  • Knowledge base refresh workflows manage ingestion, approval, deprecation and reindexing

Participants can define governance controls for AI-supported knowledge and records management services.

  • NIST AI RMF functions organise govern, map, measure and manage activities
  • AI governance roles separate system ownership, content stewardship, risk oversight and approval
  • Risk registers record harms, controls, residual risk, owners and review dates
  • Privacy impact assessments examine personal data, purpose limitation and data minimisation
  • Access controls apply least privilege, role-based permissions and segregation of duties
  • Model cards document intended use, limitations, evaluation results and monitoring

Participants can test AI knowledge services and define monitoring evidence for ongoing control.

  • Evaluation sets test factuality, citation accuracy, relevance, completeness and refusal quality
  • Groundedness metrics compare generated claims against approved source evidence
  • Red-team testing probes jailbreaks, data leakage, toxic output and misinformation
  • Acceptance thresholds define release criteria, escalation routes and remediation actions
  • Sampling plans review live interactions by risk tier and user group
  • Audit trails retain prompts, sources, outputs, approvals and system versions

Participants can design AI knowledge services that meet user needs and include clear escalation pathways.

  • User journey mapping identifies knowledge needs, search barriers and decision moments
  • Service blueprints assign frontstage interactions, backstage workflows and ownership
  • Conversational design creates clarifying questions, fallback paths and escalation rules
  • Answer templates distinguish policy guidance, procedural steps, summaries and referrals
  • Accessibility requirements address plain language, screen readers and multilingual content
  • Change management plans address trust, incentives, training, feedback and adoption

Participants can measure service performance, manage AI incidents and assess supplier control arrangements.

  • Knowledge performance scorecards track reuse, search success, freshness and contribution rates
  • AI service metrics measure containment, resolution quality, latency and escalation
  • Benefits realisation maps time saved, error reduction, risk avoidance and service outcomes
  • Content health indicators flag stale articles, broken links, duplicates and gaps
  • Incident management handles harmful outputs, security events and knowledge corrections
  • Vendor due diligence examines data use, hosting, subcontractors and exit provisions

Participants can produce a staged implementation plan with accountable owners, controls and performance measures.

  • Use-case portfolio ranks initiatives by value, risk, readiness, cost and dependencies
  • Target operating model defines decision rights, teams, processes, platforms and controls
  • 90-day implementation plan sequences pilots, content remediation, testing and rollout
  • RACI matrix assigns accountable owners for knowledge, records, AI and security
  • Procurement requirements specify interoperability, auditability, data residency and service levels
  • Personal application plan commits first actions, stakeholders, measures and review dates

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Knowledge audit and critical knowledge map template
  2. AI knowledge use-case scoring matrix
  3. Taxonomy and metadata design worksheet
  4. Retrieval-augmented generation source-control checklist
  5. AI answer evaluation and audit-trail checklist
  6. 90-day AI-enabled knowledge management implementation plan

Who should attend

  • Knowledge Managers — responsible for improving knowledge capture, findability, reuse and service quality
  • Records Managers — responsible for retention, disposition, legal holds and defensible information control
  • Information Governance Managers — accountable for information risk, ownership, classification and policy compliance
  • Digital Transformation Leaders — selecting and governing AI-enabled knowledge service investments
  • Content and Document Managers — preparing authoritative content for search, retrieval and AI assistance
  • Risk, Compliance and Internal Audit Professionals — assessing AI controls, evidence trails and information risks

Skills and tools covered

Knowledge architecture designRecords governanceAI use-case assessmentRetrieval-augmented generationAI assurance testingKnowledge service planning

Tools and standards

ISO 30401:2018 Knowledge management systems, ISO 15489-1:2016 Records management, NIST AI Risk Management Framework, Dublin Core Metadata Element Set

How the course runs

Training methodology

The course uses short instructor briefings to introduce knowledge, records and AI methods, followed by case analysis, group design work and facilitated decision simulations. Participants assess realistic scenarios involving policy assistants, restricted records, document repositories and internal knowledge services. They practise use-case scoring, taxonomy design, source assessment, risk control selection and answer-quality evaluation. Structured application planning connects each method to participants' own organisational priorities, stakeholders, content sources and governance requirements.

Requirements and prerequisites

Participants should have working experience with organisational knowledge, documents, records, information governance, digital services or operational policy. Familiarity with document repositories, intranets, content management systems or enterprise search is useful. Participants should understand their organisation's basic information security and privacy expectations. No programming, data science, machine learning model development or prior generative AI implementation experience is required. The course explains technical concepts such as embeddings, vector search and retrieval-augmented generation from a management and service-design perspective.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should understand how your organisation manages documents, policies, records, content or internal knowledge. No coding, data science or AI model-building experience is required.

Bring a laptop if possible, along with examples of non-sensitive knowledge, records or search challenges from your work. You do not need access to an AI platform or organisational repository during the course.

It is designed for knowledge managers, records managers, information governance professionals, digital transformation leaders and content owners. Risk, compliance, audit and security professionals also benefit where they assess AI-enabled information services.

This course focuses on controlled organisational knowledge, records obligations, information architecture and answer assurance. General AI courses often focus on prompting or productivity tools without addressing source authority, retention, auditability and governance.

Participants can assess a proposed AI assistant, knowledge base, policy search service or document repository using the templates taught. The final module converts findings into a prioritised 90-day implementation plan.

The course runs from 08:30 to 16:30 each day, providing about 6.5 contact hours daily. Time is divided across ten taught modules, instructor briefings, case work, group exercises, simulations and application planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.