KEY PERSON AUDIT / BUILT ON MCOS
Turn interviews, SOPs and operating evidence into a reviewable transition record. See the people, processes and decision rules the business depends on—and what still needs to be captured, practiced or confirmed.
Pilot-stage protocol · Agent-assisted analysis · Human review
“The workaround isn’tDana / fictional interview
in the dispatch guide.”
A named observer is a starting point. Capability still needs review.
The person can leave. The next agent or reviewer still needs the operating context, the exceptions and the open questions.
Follow the knowledgeONE EXCEPTION. A REVIEWABLE HANDOVER.
Follow a dispatch workaround from interview evidence to a proposed transfer and the record the business keeps.
01 / CAPTURE THE CONTEXT
The attached interview excerpt points to an exception the written guide may not cover. Keep the saved account and its qualifications with the knowledge note; the decision rule itself still needs to be captured.
“Only I know” is the speaker’s assertion. It is a reason to investigate coverage, not proof that no backup exists.
Illustrative saved records, not a live KPA result. The example demonstrates review and retention; it does not establish a successful handover or measured business outcome.
THE KPA WORKSPACE
Agent-assisted analysis organizes the audit. Focused views help people inspect the evidence and decide what needs attention.
01 / PEOPLE & DEPENDENCY
Review the audit’s dependency assessment alongside the people and responsibilities recorded.
The recorded dependency picture, quality notices and documentation-progress context. Derived progress is distinct from a new model reassessment.
Recorded roles, process connections, knowledge and coverage questions. A job title does not establish sole dependency.
02 / PROCESSES & KNOW-HOW
Inspect process ownership, documentation and the exceptions people carry in their heads.
Recorded processes, owners, criticality and documentation status, with attached evidence where supplied.
Knowledge notes, named holders, recorded excerpts and transfer assertions. Captured knowledge remains distinct from demonstrated capability.
03 / EXPOSURE & QUALIFICATIONS
Review the risk narrative and the assumptions behind any financial framing.
Saved risk entries, recorded mitigation and supporting excerpts where available. A response written down is not evidence of risk reduction.
Inspect the saved valuation context and assumptions. Recorded amounts and scenarios are not an independent valuation or promised financial outcome.
04 / HANDOVER & ACCOUNTABILITY
Turn recorded gaps into questions and proposed next steps the business can review.
Recorded readiness and backup fields, capture activity and a proposed transition sequence. Documentation receipts do not establish readiness.
Saved recommendations, separate risk responses and proposed planning questions. A generated plan still needs human review.
Available run outcomes, stage issues and recorded review history. A completed report alone does not establish successful model processing.
Knowledge Graph access is enabled per engagement. Inspect recorded nodes and connections, then review their fields and qualifications. Connections are not independent proof of source support.
KNOWLEDGE THE BUSINESS CAN KEEP
When the person, agent or team changes, the next reviewer needs more than a finished recommendation. Keep the recorded basis and the questions still open.
Notes, holders and excerpts where supplied.
Processes, backup fields and readiness qualifications.
Recommendations and planning questions, separate from completed work.
Exports retain the saved fields within each report’s scope. Source excerpts are available where attached; a graph snapshot is not the full audit or source-companion package.
Documentation progress, model reassessment, transfer assertions and readiness are different records. None automatically proves reduced operational risk, financial improvement or complete successor coverage.
Human review and accountable decisions remain part of the handover. Retaining a record does not make arbitrary agents or models interchangeable.
START WITH ONE CRITICAL HANDOVER
Bring one role, process or transition. We’ll identify the evidence to capture, the coverage questions and the checks a pilot would need.
