1. Review/set the vision and goal for your group/organization.  When a group/organization has existed for some time, it usually has a statement to articulate:
   a) a strong and powerful picture of what  you want it to look like in the future (vision), and
   b) a statement of future intents that, when met, contributes to the achievement of your vision (goal).
   
   Find these statements, and if they don’t exist yet, get your group to formulate vision and goal statements which everyone agrees.
   
   
2. From among those goals, select one that involves taking advantage of a knowledge opportunity or solving a knowledge problem. You will develop your KM strategy with that problem/opportunity as focus. A strategy is a conscious choice of how your group will attain its goal.
   
   
3. Set objectives related to your goal. Objectives are the desirable conditions that will indicate that the goal has been reached for your KM strategy, these conditions are relative to how knowledge is generated, distributed, and utilized in your group/organization.
   
   
4. Determine what tasks are needed to realize the objectives, then identify what knowledge assets are needed by the group to perform these tasks. These are critical knowledge, information, or data that your group members need to require to perform the tasks.
   
5. Do a knowledge audit to determine the status of each critical knowledge in your group/organization. Which ones do you already have?  Which do you still need to acquire? What type of knowledge are they? Where do critical knowledge assets reside in your organization?  When are they used? How are they distributed or shared?
   
   
6. Develop a KM strategy.  How will you sustain or enhance the critical knowledge assets that your group has?  How will you optimize their use or leverage them? The critical knowledge assets that you don’t have, how will you procure them?  Grow? Hire? Purchase? Source out? Make a plan detailing the implementation, and monitoring and evaluation (M & E) of your KM activities.