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Organisational Learning Structures Favour Knowledge Transfer in Succession Planning

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Title: Organisational Learning Structures Favour Knowledge Transfer in Succession Planning
Language: English
Authors: Nerea Sanchez-Urien, Uxue Castano-Benito, Jose Luis Alonso-Andreano, Ainhoa Ullibarriarana Garate
Source: Journal of Workplace Learning. 2026 38(3):195-213.
Availability: Emerald Publishing Limited. Howard House, Wagon Lane, Bingley, West Yorkshire, BD16 1WA, UK. Tel: +44-1274-777700; Fax: +44-1274-785201; e-mail: emerald@emeraldinsight.com; Web site: http://www.emerald.com/insight
Peer Reviewed: Y
Page Count: 19
Publication Date: 2026
Document Type: Journal Articles
Reports - Research
Descriptors: Organizational Learning, Retirement, Knowledge Level, Planning, Industry, Manufacturing Industry, Machine Tools
DOI: 10.1108/JWL-07-2024-0142
ISSN: 1366-5626
1758-7859
Abstract: Purpose: The purpose of this research is to identify how an organisational learning structure can contribute to tacit knowledge transfer between those leaving an organisation and those staying. There is widespread concern about how, in light of mass retirements of the baby boomer generation, to guarantee effective knowledge transfer to safeguard institutional history, optimise operational efficiency and organisational climate (Fossatti and Mozzato, 2022). Design/methodology/approach: Participatory action research (Kemmis and McTaggart, 2000) for organisational development (Lewin, 1946; Shani and Coghlan, 2019) methodology was used, with a qualitative research approach. The data was collected using semi-structured interviews and direct observation accompanied by the researcher's notes. The results were analysed through explanation building. Findings: The results indicate that the new organisational learning structures have been effectively co-designed for successful succession management. Although the intervention was only partially successful, due to challenges faced while implementing the new structure, the results could be useful for future organisational succession planning. Research limitations/implications: The company that participated benefitted from the empirical findings. Furthermore, it could be a starting point for other public or private organisations. Originality/value: To the best of the authors' knowledge, this is the first study to focus on succession planning and the elements of an organisational learning structure that should be present for successful knowledge transfer. This study has addressed the importance of an agile development and high-performance ecosystem's four building blocks as critical elements that significantly enhance the creation of effective knowledge sharing environments in generational transition contexts.
Abstractor: As Provided
Entry Date: 2026
Accession Number: EJ1507788
Database: ERIC
FullText Text:
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  Data: Organisational Learning Structures Favour Knowledge Transfer in Succession Planning
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  Data: <searchLink fieldCode="AR" term="%22Nerea+Sanchez-Urien%22">Nerea Sanchez-Urien</searchLink><br /><searchLink fieldCode="AR" term="%22Uxue+Castano-Benito%22">Uxue Castano-Benito</searchLink><br /><searchLink fieldCode="AR" term="%22Jose+Luis+Alonso-Andreano%22">Jose Luis Alonso-Andreano</searchLink><br /><searchLink fieldCode="AR" term="%22Ainhoa+Ullibarriarana+Garate%22">Ainhoa Ullibarriarana Garate</searchLink>
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  Data: <searchLink fieldCode="SO" term="%22Journal+of+Workplace+Learning%22"><i>Journal of Workplace Learning</i></searchLink>. 2026 38(3):195-213.
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  Data: Emerald Publishing Limited. Howard House, Wagon Lane, Bingley, West Yorkshire, BD16 1WA, UK. Tel: +44-1274-777700; Fax: +44-1274-785201; e-mail: emerald@emeraldinsight.com; Web site: http://www.emerald.com/insight
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  Data: Y
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  Data: 19
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  Data: 2026
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  Data: Journal Articles<br />Reports - Research
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  Data: <searchLink fieldCode="DE" term="%22Organizational+Learning%22">Organizational Learning</searchLink><br /><searchLink fieldCode="DE" term="%22Retirement%22">Retirement</searchLink><br /><searchLink fieldCode="DE" term="%22Knowledge+Level%22">Knowledge Level</searchLink><br /><searchLink fieldCode="DE" term="%22Planning%22">Planning</searchLink><br /><searchLink fieldCode="DE" term="%22Industry%22">Industry</searchLink><br /><searchLink fieldCode="DE" term="%22Manufacturing+Industry%22">Manufacturing Industry</searchLink><br /><searchLink fieldCode="DE" term="%22Machine+Tools%22">Machine Tools</searchLink>
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  Data: 10.1108/JWL-07-2024-0142
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  Data: 1366-5626<br />1758-7859
– Name: Abstract
  Label: Abstract
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  Data: Purpose: The purpose of this research is to identify how an organisational learning structure can contribute to tacit knowledge transfer between those leaving an organisation and those staying. There is widespread concern about how, in light of mass retirements of the baby boomer generation, to guarantee effective knowledge transfer to safeguard institutional history, optimise operational efficiency and organisational climate (Fossatti and Mozzato, 2022). Design/methodology/approach: Participatory action research (Kemmis and McTaggart, 2000) for organisational development (Lewin, 1946; Shani and Coghlan, 2019) methodology was used, with a qualitative research approach. The data was collected using semi-structured interviews and direct observation accompanied by the researcher's notes. The results were analysed through explanation building. Findings: The results indicate that the new organisational learning structures have been effectively co-designed for successful succession management. Although the intervention was only partially successful, due to challenges faced while implementing the new structure, the results could be useful for future organisational succession planning. Research limitations/implications: The company that participated benefitted from the empirical findings. Furthermore, it could be a starting point for other public or private organisations. Originality/value: To the best of the authors' knowledge, this is the first study to focus on succession planning and the elements of an organisational learning structure that should be present for successful knowledge transfer. This study has addressed the importance of an agile development and high-performance ecosystem's four building blocks as critical elements that significantly enhance the creation of effective knowledge sharing environments in generational transition contexts.
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      – SubjectFull: Retirement
        Type: general
      – SubjectFull: Knowledge Level
        Type: general
      – SubjectFull: Planning
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      – SubjectFull: Industry
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      – SubjectFull: Manufacturing Industry
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      – SubjectFull: Machine Tools
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      – TitleFull: Organisational Learning Structures Favour Knowledge Transfer in Succession Planning
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            NameFull: Jose Luis Alonso-Andreano
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