Key Person Audit ProtocolSource-grounded

Capture critical knowledge before a key person leaves.

Turn interviews, calls, SOPs, and operating evidence into a structured transition record covering decision logic, relationships, process ownership, single-point-of-failure risk, successor readiness, and institutional knowledge. The departing employee, executive, founder, or specialist becomes a source of validated operating context the organization can retain.

Run Key Person Audit View Sample Output

Key person exposure

Live

Low

Owner dependency
distributed shape

Key persons flagged

MediumRuth Alvarado — Chief Operating Officer

MediumPeter Nwosu — VP Supply Chain

MediumDana Reyes — Controller

Audit coverage

4 processes2 critical5 risks1 tribal-knowledge item

Low

Dependency

Key persons

Critical proc

Risks

Operating flow

Evidence becomes operating state.

The protocol structures source evidence, applies its method, records management actions, and updates the resulting operating state.

Source evidence

Key-person interviews, management calls, SOPs, operating reviews, role documents, and internal reports enter the protocol.

Operational graph

Processes, decision logic, relationships, knowledge, risks, owners, exceptions, gaps, and dependencies become mapped.

Transition risk

MCOS identifies concentrated knowledge, single points of failure, missing backups, successor gaps, and unresolved transfer requirements.

Management actions

Teams assign successors, validate process ownership, document exceptions, transfer relationships, add missing SOPs, and close knowledge gaps.

Recalculated outputs

Actions update dependency maps, transition readiness, ownership matrices, knowledge-transfer plans, and evidence-backed exports.

Vudu Copilot

Ask operational questions against the audit graph and inspect entity relationships, ownership, risks, and missing evidence. Answers read only from extracted facts, with a purposeful empty state when the data isn't there.

Workspace modules

The durable asset is the working system behind the report.

Dashboards and exports matter. The deeper value is the structured evidence, operating state, decision logic, and management workflow that can be revisited and updated.

Results Dashboard

Executive view of business health, efficiency, risk, recovery potential, action plans, and source-linked evidence.

Health scoreRisk scoreQuick winsCost drivers

BIOS Map

Maps business-critical knowledge, owner dependencies, decision paths, and the institutional memory trapped in people.

Owner dependencyCritical rolesDecision paths

Risk Heatmap

Prioritizes operational, dependency, process, and cost risks by impact, severity, and remediation readiness.

Risk severityImpactPriorityOwner

Tribal Knowledge Library

Turns founder/operator knowledge into reusable operating memory with context, citations, and ownership.

Knowledge captureSource-backedReusable memory

Valuation Impact

Connects operational gaps and owner dependency to exit readiness, risk adjustment, and value creation potential.

Exit readinessValue impactRecovery potential

Graph Chat + Console

Ask operational questions against the graph and inspect entity relationships, ownership, risks, and missing evidence.

Graph chatQuery consoleKnowledge graph

Management actions

A correction should change the operating record.

Validations, owner assignments, risk decisions, and approved changes are operating events. They should update the underlying state rather than remain comments beside a static report.

Management action → state update → recalculated dashboard → revised output.

Assign Owner to Risk

Recalculates state

risk ownershipbusiness health scoreaction planboard summary

Resolve Dependency

Recalculates state

dependency scoreexit readinessBIOS maprisk heatmap

Validate Process Ownership

Recalculates state

process coverageoperational gapsefficiency score

Add Missing SOP

Recalculates state

documentation coveragerisk scorereadiness status

Mark Action Complete

Recalculates state

quick winsremediation progressexecutive report

Operating view

Owner knowledge becomes an operating asset.

Key Person Audit makes hidden dependency, undocumented decisions, cost leakage, and process risk visible, scored, and assignable.

Operating issue

Score / impact

Priority

Owner

Output

Owner dependency

High

Critical

Founder / COO

BIOS map

Process inefficiency

$612K

High

Operations

Cost-driver ranking

Manual data entry

$198K

Medium

Finance

Action plan

Reporting gap

Medium risk

Medium

Controller

Remediation plan

Inside the dashboard

Nine modules, from dependency snapshot to remediation.

Every audit opens as a working owner-dependency picture. Each module isolates one source of key-person risk and what it costs.

Owner-Dependency Snapshot

How much of the business lives in the owner's head, and what it costs.

Severity-toned dependency score with weighted drivers

Key-Person & SPOF Map

Single points of failure and the exposure if they leave.

Influence-by-risk quadrant with person detail

Valuation Impact

What owner-dependency does to enterprise value, and how much is recoverable.

Valuation bridge, discount-band modeler

Risk & Concentration Watch

Where the business is exposed, ranked by severity.

Severity-mix bars, ranked risk register

Tribal-Knowledge Vault

Undocumented know-how that walks out the door.

Severity-ranked vault, single-holder flags

Process Map

Who owns which processes and which have no backup.

Ownership-concentration groups

Succession & Transition Roadmap

Extract the knowledge and build the bench.

Bench-readiness board, extraction sessions

Action & Remediation Brief

A prioritized plan to de-risk the dependency.

Numbered plan, risk-to-mitigation mapping

Decision Trail & Provenance

How the audit was produced.

Agent-pipeline flow, knowledge-graph composition

Generate from the audit

Board-ready reports and grounded what-ifs.

Reports export as a branded PDF or a copy-ready prompt; the copilot actions launch grounded, source-backed answers. Everything reads from extracted facts only.

Generative: grounded copilot outputPrompt: grounded handoff to another toolExport: structured file or scoped document

Bus-Factor Test

Generative

If a key person left tomorrow, which processes, decisions, and relationships break, answered from the audit.

Recoverable-Value Copilot

Generative

Model the valuation impact and find the value a remediation plan recovers.

Per-Person Succession Brief

Export

A 30 / 60 / 90-day transition plan for a named person, as Markdown.

Key-Person Risk Report

Export

The SPOF roster and succession priorities, as a branded PDF or a prompt.

Valuation Impact Report

Export

The discount band and modeled dollars, as a branded PDF or a prompt.

Action & Remediation Brief

Export

The prioritized, numbered de-risking plan with risk-to-mitigation mapping.

Tribal Knowledge Library

Export

Undocumented know-how, grouped and risk-scored, exported to Markdown.

Exit Deck Prompt

Prompt

A grounded ten-slide owner-readiness deck prompt.

Knowledge Graph

Export

The audit graph exported as JSON for institutional memory.

Why the numbers hold up

Grounded in extracted facts, not fabricated figures.

A transparent, decomposed score

The dependency score is backed by weighted components, each with its value and basis, and unmeasured pieces say so rather than hiding.

Grounded holder attribution

Per-person share-of-dependency and a named concentration shape come from extracted knowledge-holders, not inference.

No fabricated dollars

Valuation shows a directional discount band; real dollars appear only from figures you supply, with transparent math.

Honest-empty by design

Every section reads only from extracted facts and shows a purposeful empty state when the data is not there.

These mechanisms are engineered to enforce accuracy by construction, but the system is under continuous improvement, and defects are corrected as they surface.

Governed output layer

Board-ready key person audit package.

Key Person Audit produces an evidence-backed operating report, business health dashboard, owner dependency map, risk inventory, and action roadmap.

Run Key Person Audit Book a briefing

Output package

Business health report

Owner dependency map

Cost-driver ranking

Risk inventory

BIOS map

Tribal knowledge library

Action roadmap

Executive summary

Knowledge graph export

PDF / CSV / JSON package