Knowledge Base Management
Our internal knowledge base (e.g., Confluence, Notion) is a critical resource for sharing information and best practices. This document provides guidelines for managing it effectively.
Purpose of the Knowledge Base
- Centralized Information: To provide a single source of truth for company processes, technical standards, and project information.
- Onboarding: To help new employees get up to speed quickly.
- Knowledge Sharing: To document solutions to common problems and share expertise across the team.
Structure
The knowledge base should be organized into clear and logical spaces or sections. Our standard structure is:
- Company:
- Mission, Vision, and Values
- Company-wide policies (e.g., remote work, vacation)
- Team Directory
- Projects:
- A dedicated space for each client or internal project.
- Each project space should contain:
- Project overview and goals.
- Key contacts and stakeholders.
- Links to important resources (Git repo, staging environment, etc.).
- Engineering:
- Coding standards and style guides.
- Technical architecture patterns.
- How-to guides for common tasks (e.g., “How to deploy to staging”).
- Information about our tech stack (OpenNext, Cloudflare, etc.).
- Processes:
- SOPs for project management, development, QA, etc. The master list of all SOPs can be found in our SOPs repository’s README.
Creating and Editing Content
- Ownership: Each page in the knowledge base should have a clear owner who is responsible for keeping it up to date.
- Templates: Use templates for common document types (e.g., meeting notes, project overviews) to ensure consistency.
- Review Process: For significant changes or new policies, have another team member review the content before publishing.
- Labels/Tags: Use labels to categorize pages and make them easier to find through search.
Maintenance
- Regular Reviews: Page owners should review their content at least once per quarter to ensure it is still accurate and relevant.
- Archiving: If a page is no longer relevant, archive it rather than deleting it. This preserves the historical context.
- Feedback: All team members are encouraged to provide feedback on documentation. If you see something that is incorrect or unclear, leave a comment or inform the page owner.
Search
- A well-maintained knowledge base is only useful if people can find what they are looking for.
- When creating content, think about the keywords that people might use to search for it and include them in the title and body of the page.