Published: Designing a Successful KM Strategy

Advance copies of our book, Designing a Successful KM Strategy are now available from our publisher, Information Today, Inc.

It will officially be published in mid-January, so if you buy it before that, you get 40% of the regular price.

successful-km-strategy-2

I did a workshop based on the book at KM World, on Nov 4th, that was well received, as well as a couple of book signings–it was great to talk to everyone about the book and how it can help them regardless of whether they are just starting with KM or at a point where they are re-evaluating their strategy after implementing KM for a few years.

Information Today has also made a chapter available for preview, you can access it here https://books.infotoday.com/books/Designing-a-Successful-KM-Strategy/Making-the-Case-for-a-Knowledge-Management-Strategy.pdf

Nick (my co-author) also has some helpful links up over on his blog at https://www.nickmilton.com/p/blog-page.html

I hope you enjoy it. Be sure to get in touch if you have any comments or questions.

(Left to right) Ian Thorpe, Stephanie Barnes, Patti Anklam, Connie Crosby at KM World book signing for, "Designing a Successful KM Strategy"
(Left to right) Ian Thorpe, Stephanie Barnes, Patti Anklam, Connie Crosby at KM World book signing for, “Designing a Successful KM Strategy”

 

Designing a Successful KM Strategy

I guess I have been busy, it’s been 6 months since my last post. One of the things that I have been busy with is finishing the book that I have co-authored with my Knoco colleague, Nick Milton.

successful-km-strategy-2

Nick and I have written and book called, “Designing a Successful KM Strategy,” it’s being published by Information Today, Inc. Advance copies will be available at KM World, where I will be doing a workshop based on the book (Workshop W4) and a book signing.

I’ll post a link to their website once it’s available for order.

Also, I’m doing a second workshop at KM World called, “W14: Sparking Innovation: Creative KM,” in case any of you are interested in that.

KM Standards vs. Principles

Wow, it’s been a long time since I posted a blog; I’ve been busy working with new clients and I just haven’t had any earth-shattering KM thoughts to share; no ba in my schedule lately.

[Aside: I wrote this for a side-project that I’m working on, so it may eventually appear somewhere in another format.]

There seems to be a lot of talk about KM standards lately, so here are some initial thoughts I had…

What does “standards” mean? According to Wikipedia, standards are “any norm, convention or requirement.”

What does “principles” mean? Again, according to Wikipedia, principles are “a law or rule that has to be, or usually is to be followed, or can be desirably followed, or is an inevitable consequence of something.”

How are they different? Principles are abstract, whereas standards provide something to be compared to/measured against; standards are more tangible.

How are they the same? They can both be used to provide direction, guidance, and/or insight into a situation.

As with everything we have to come to a common understanding, a common lexicon. We have to figure out what terms and ideas mean in our own context and in the context of the organization or group that we are working with.

Does KM need a common lexicon? Yes

Do we need a common understanding of what KM is? Yes

Do we need a common understanding of what isn’t KM? Yes

Should we be inclusive or exclusive? I believe inclusive, knowledge is a system, and it has many interconnected parts, excluding a part means we don’t have an accurate picture of what is happening. If one of the goals of knowledge management is to improve an organization’s efficiency and effectiveness with its knowledge, isn’t  it better to have an understanding of the whole system rather than one pillar of that system. Decision making will be that much better for understanding the system; innovation will be that much more successful for understanding the system. While having a more holistic view may be more challenging it will result in more comprehensive solution; a solution that is more workable and accepted.

Do we need hard and fast Knowledge Management rules to live by? No. Knowledge is a system, an organization is a system. In order to be successful we must be able to adapt to the needs and requirements of each system. There is no one “right” way to “do” KM. KM has to be adjusted to the culture and nature of the organization. There are similarities among KM implementations, but no two implementations are identical, because the needs of each organization are not identical.

KM has to be by design to be successful.

Design thinking is characterized by being purposive; human centered; a balance of analytical and creative; uses abductive reasoning, i.e. inference from best available explanation; and iterative, it uses prototyping and play testing to achieve success.

Here’s how these principles are applied in knowledge management:

Purposive: we look at the organization’s strategy, goals, and objectives and assess how knowledge management best supports those activities. The knowledge management strategy outlines how the organization’s goals and objectives are furthered through the application of knowledge management activities.

Human centered: the best knowledge management implementations consider the people of the organization, e.g. how they work, what makes their work-lives easier, what the culture of the organization is like and works with those requirements to make the organization more efficient and effective in its knowledge processes and activities.

A balance of analytical and creative: KM should be a balance of analytical and creative. It should capture knowledge and make it reusable, but it also needs to leave space, ba, to allow for knowledge creation. This space can look like lots of different things, e.g. giving employees 10% of their time for projects they want to work on/explore, foosball tables, basketball courts, gyms, art/creativity space, and communities of interest; activities that encourage different connections to be made.

Abductive reasoning: this sums up the belief in KM in general. It can be very difficult to prove a causal link between improved knowledge activities and improved organizational performance, metrics and ROI continue to be a significant hurdle for many organizations. However, anyone who has experience with implementing knowledge management successfully knows that efficiency and effectiveness in an organization are improved through the use of knowledge management activities.

Iterative: successful KM starts small and grows. It starts with an over-all strategy and plan, but then moves to pilots, which bring in small parts of the organization, so that lessons can be learned and adjustments made as the people, process, and supporting technology are implemented across the organization.

In conclusion, KM needs principles, a common lexicon, and a common understanding of what is and isn’t KM, but it does not need standards.

Webinars–Aligning People, Process and Technology in Knowledge Management

The following is a list of webinars that I presented over the last couple of months, with a link (click on the name of the webinar) to the recording. The webinars are based on my Ark Group Report, from May 2011, Aligning People, Process and Technology in Knowledge Management. Please feel free to contact me if you have any questions.

Date Title Abstract
June 4, 2013 KM Technologies There are many types of technologies that can be used to support a KM program; many of them overlap which makes it difficult to pick the right one. Case studies of organizations that picked both the right and wrong technology will be discussed.
June 18, 2013 Knowledge Management Risks The common risks encountered in implementing a knowledge management program and what can be done to mitigate them are discussed. Case studies of organizations that both ignored and paid attention to the risks will be examined.
July 2, 2013 Aligning KM with Business The key to success with technology is taking a balanced approach, considering people, process, and technology. By understanding people, and processes, the appropriate supporting technology can be selected and implemented. Case studies of organizations that both ignored and paid attention to the alignment of KM and the organization will be examined.
July 23, 2013 KM Roadmap Process The process for determining supporting knowledge management technology is outlined in this webinar. The steps start with collecting organizational requirements and move through analyzing and resolving these to select the technology. Then moving on to designing and developing the technology platform, and testing the actual implementation. Finally, there is a discussion of the use and evolution the technology platform.
July 30, 2013 Requirements for KM Success What are the requirements for KM success? Considering people, process and technology are key as is the roadmap process discussed in the fourth webinar, but what else is a vital part of success? Case studies of organizations that both ignored and paid attention to the requirements for success will be examined.

Two up-coming webinars

The first webinar:
Please register for KM Roadmap Process on Jul 23, 2013 12:00 PM EDT at:
https://attendee.gotowebinar.com/register/4565180326538419712

The process for determining supporting knowledge management technology is outlined in this webinar. The steps start with collecting organizational requirements and move through analyzing and resolving these to select the technology. Then moving on to designing and developing the technology platform, and testing the actual implementation. Finally, there is a discussion of the use and evolution the technology platform.

After registering, you will receive a confirmation email containing information about joining the webinar.

The second webinar:
Please register for Requirements for KM Success on Jul 30, 2013 12:00 PM EDT at:
https://attendee.gotowebinar.com/register/5591863602625495808

What are the requirements for KM success? Considering people, process and technology are key as is the roadmap process discussed in the fourth webinar, but what else is a vital part of success? Case studies of organizations that both ignored and paid attention to the requirements for success will be examined.

After registering, you will receive a confirmation email containing information about joining the webinar.

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The Art of Context

This past weekend I saw an art exhibit, you can read more about it on my Stephanie Barnes Art blog, but what struck me about it was the value of context, or knowledge to the understanding of the paintings. The paintings are abstract blocks of colour, meant to elicit emotions and a reaction, to me they have a meditative quality to them. They have value in the colours that they use, the textures, and the shapes. Seeing the exhibit revived me.

I walked through the exhibit first on my own, but then joined a guided tour, where I learned more about the artists, and what was going on at the time, why they painted the paintings they way they did, what had come before, and what came after: context. Learning about the context added more meaning to the artworks my second time through the exhibit.

It strikes me that this is the same with knowledge management. We can look at the end result of a process or project or activity and know if it was successful or not, but we don’t necessarily know what worked and what didn’t until we start asking the questions: what worked? what didn’t work? why? what is worth repeating? what is not worth repeating? It’s the context that adds the value and the meaning to the outcome.

I think the same can be said of a discussion that I went to last night at the Royal Ontario Museum called, The Game Changer Series: Linking Art & Science. It asked the question “What do North American Black flies and visual culture of South Asia have in common?”. I went because of the work I have been doing on Creativity-Innovation-KM, but also because I was curious about what the links actually were.

The discussion was very interesting, I learned about South Asian photography and Black Flies in the Arctic. On the face of it I couldn’t see any linkages going into the evening, at least not without making my head hurt, a lot, and I am someone who likes to make connections. But there actually are quite a few connections, we went way over our allotted time in discussing the linkages and could have kept going, except for the threat of Security throwing us out.

There are common areas in research methods and documentation, technology, cultural impact of changes wrought by both things. One of the things that I found most striking was the documentary ability of photography in both cases. There are a lot of numbers in dealing with Black Flies (e.g. how many, where, temperatures, biting/non-biting), but the impact of the changes in Black Fly population becomes very obvious and real when a picture of a Snowy Owl savaged by Black Flies (on page 2 of the linked PDF) is shown, suddenly it’s not just numbers in a chart. Similarly, the documenting of culture through the use of photography, and what is communicated through how it was used to bring meaning to family, religion, geography, and other cultural changes.

Again, it was the context that added the value and illustrated the areas of overlap in what initially seemed like two disparate areas of study.

Context is what adds value and makes knowledge knowledge, that’s why we need to capture it either in documentation or databases, or through person to person connections in Communities of Practice, mentoring, or other tacit knowledge transfer activities.

Content isn’t king, context is!

Knowledge Management, Creativity, and Innovation: Part 2

Talking about design and balance and creativity and knowledge management makes me happy, joyful even. Bring on the joy.

In Part 1 I talked about how important TIME is knowledge creation and reuse, creativity practices that allow us to take knowledge and either transform or apply it in order to create something new. What does it mean to design time for this into our activities?

Well…

Design thinking is characterized by being purposive; human centered; a balance of analytical and creative; uses abductive reasoning, i.e. inference from best available explanation; and iterative, it uses prototyping and play testing to achieve success.

Here’s how these principles are applied in knowledge management:

Purposive: we look at the organization’s strategy, goals, and objectives and assess how knowledge management best supports those activities. The knowledge management strategy outlines how the organization’s goals and objectives are furthered through the application of knowledge management activities.

Human centered: the best knowledge management implementations consider the people of the organization, e.g. how they work, what makes their work-lives easier, what the culture of the organization is like and works with those requirements to make the organization more efficient and effective in its knowledge processes and activities.

A balance of analytical and creative: KM should be a balance of analytical and creative. It should capture knowledge and make it reusable, but it also needs to leave space, ba, to allow for knowledge creation. This space can look like lots of different things, e.g. giving employees 10% of their time for projects they want to work on/explore, foosball tables, basketball courts, gyms, art/creativity space, and communities of interest; activities that encourage different connections to be made.

Abductive reasoning: this sums up the belief in KM in general. It can be very difficult to prove a causal link between improved knowledge activities and improved organizational performance, metrics and ROI continue to be a significant hurdle for many organizations. However, anyone who has experience with implementing knowledge management successfully knows that efficiency and effectiveness in an organization are improved through the use of knowledge management activities.

Iterative: successful KM starts small and grows. It starts with an over-all strategy and plan, but then moves to pilots, which bring in small parts of the organization, so that lessons can be learned and adjustments made as the people, process, and supporting technology are implemented across the organization.

Make sense?

Now here’s another piece: We create knowledge through right-brain activities, which is then managed through knowledge management activities. Knowledge management activities can also help us put the pieces together in a different way (with new and existing knowledge) to create a new picture. We do this through:

  1. Leaving space for creativity and discovery and “rearranging the pieces” (right brain);
  2. Organizing and sharing our learnings so that they can be reused by the next person/team/group (left brain).

Have your worlds collided?

Do you see how this collision of the worlds of creativity, innovation, and knowledge management work together?

Do you see why I care and am positively joyful about this collision of worlds to make connections, meet new people, learn new things and share what I know with others?

Do you care?