Knowledge vs. Learning vs. Information vs. transfer

I just recently received an email about disaster preparedness, it contained a scan of a document that the person who sent it to me had received. What does this have to do with KM?

Nothing and everything.

The point the person who sent me the scanned document was making was that he had received this document in the middle of summer, while people were away on vacation, it was poorly produced, there didn’t seem to be an electronic version available, and he believed that if any of these floods, fires, earthquakes etc. ever happened (or maybe that should be when they happen), he wouldn’t be able to remember the information in the document (which was about 10 pages long), and if he remembered that he had received this document, he wouldn’t be able to find it again.

Again, so what you say? What does this have to do with KM or learning or information or anything at all?

Well, if we are doing knowledge management, or learning management or information management we need to be concerned about how knowledge/information gets transferred and shared. How do the users want to receive it? What is their environment like? What circumstances will they be using this information/knowledge in? Who is going to be using this knowledge/information.

If we don’t design our systems and processes with the users in mind, all of the users, not just some of the users, they won’t use the knowledge/information and then what good is all the effort we put into implementing our KM/Learning/Information program?

The KM Silver Bullet

KM is a lot of things to a lot of people.

It seems everyone wants the silver bullet, the one “right” answer to the question of how to be successful in KM.

Or they want the one “right” answer to the question of what is KM and what’s included in KM.

Well let me save you a lot of time and heartache, there is no one right answer, the answer is, it depends.

It depends on your organization’s strategy, objectives, culture, industry, regulations, size, budget, risk profile, staffing profile, technology strategy.

Figure out what KM is to your organization and create a strategy that supports that definition, that’s the silver bullet.

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”

 

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.

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?

Knowledge Management, Creativity, and Innovation: Part 1

“Knowledge Management, ho hum, who cares? I have more important things to worry about than some esoteric discussion about knowledge. I have a job to do.”

I know that’s what they’re thinking with the glazed-over look in their eyes as they search around the room to see who else is around that they can talk to.

I’m not going to tell you why you should care; I’m going to tell you why I care.

I like to make connections, meet new people, learn new things and I like to share what I know with others. I like to make my job as easy as possible, and I like to help others do the same thing. I like to learn from my mistakes and not make the same mistakes repeatedly.

So, you’re probably thinking, where is she going with this? This isn’t knowledge management; this isn’t creativity; this isn’t innovation.

And to that I say, “ah, but it is.”

One definition of creativity says:

  • It is the reorganization of experience into new configurations;
  • A function of knowledge, imagination, and evaluation.

In other words, the use of knowledge. Knowledge is about holding information learned through experience or study. Knowledge management wants you to do something with that knowledge.

Sometimes that “thing” is something routine, like an answer for someone who’s called a customer support desk. Sometimes it’s something non-routine, like solving a problem, completing a project, or creating a strategy. Sometimes it’s something brand new, like improving out-patient experiences at a hospital by the whole process. Or like the creation of the iPhone.

Knowledge management behaviours are actions that support these activities. They are the left-brained processes that enable these things to happen, whether they are routine, non-routine, or brand new. Knowledge management is not technology, it is not esoteric, it is practical and necessary to live our lives, and to do our jobs.

I am an accountant by training. This training (and subsequent experience) helped me develop my left brain — it’s a lot of process, and numbers, and guidelines. It also introduced me to the idea of knowledge management. We didn’t call it that at the time, but we were expected to re-use the previous year’s audit or tax file: we had checklists to follow to make sure we didn’t miss anything, and we were supposed to talk to whoever had worked on the file the year before, if possible. Another knowledge management activity was the need for time to learn and plan: learn from last year’s file and plan for the current year’s. The knowledge management strategies made us quicker completing the current year’s audit/tax than the year before, which meant the fee to the client stayed the same (client happy) and our earning power went up (boss happy). Efficiency and effectiveness.

So where do the creativity and innovation come in? TIME.

TIME is what is necessary to create new knowledge. The reorganization of experience into new configurations through the use of knowledge, imagination, and evaluation are right-brain activities: creativity and innovation practices. Designing time into our processes and activities to create new knowledge or finding existing knowledge is the key success factor.

And time is what we’re run out of, more on design in Part 2.

 

ColaLife Documentary

I will write more about this later, but I wanted to get some initial thoughts down tonight, while it’s fresh in my memory.

I was lucky enough to be invited by a friend to attend a University of Waterloo Alumni event this evening. At the event they were screening the Canadian premiere of ColaLife a documentary about an organization that is “is working in developing countries to bring Coca-Cola, its bottlers and others together to save children’s lives by opening the distribution channels which Coca-Cola uses, to enable ‘social products’ such as oral rehydration salts and zinc supplements to use similar routes. We began with the concept of using space in Coca-Cola crates – but have extended into a range of innovations, some based on Coca-Cola’s expertise and networks – but many based on questioning the status quo.” (This comes from their webpage, here https://www.colalife.org/about/colalife-about/)

It was a fantastic story about trying to save the lives of children, but for me it was also a story of creativity, innovation, and knowledge management and design thinking. Why? Because ColaLife wasn’t afraid to think outside of the box, to say who is getting their products into remote regions in Zambia and how are they doing it? CocaCola, that’s who. How? Shopkeepers want to carry their product because they can make money selling it, so they transport it “the last mile” from a distribution centre to their shops. (Knowledge management–sharing knowledge/best practices from CocaCola.)

ColaLife then designed their packaging to fit in the space between the tops of the bottles in the case, so that they can be packaged together. They also had some innovations in how the oral hydration salts and zinc were packaged to make it easier to mix and taste better for the children who had to take it (design, creativity, and innovation).

What you also need to know is that it took 20+ years to get this made. Why did it take so long? It needed social media to get the word out and get the right parties involved, that’s why. (Knowledge management, and innovation).

When I heard the 20 years and social media part I thought: serendipity, everything coming together at the right time at the right place. But what if you could make “serendipity” happen more often? What if by taking a more purposeful approach to creativity, innovation, and KM you could help your organizations and all organizations generally, make connections quicker? Wouldn’t that be a good thing?

What are you doing to make that happen?

Knowledge Management by Design, part 2

Design thinking seems to be everywhere lately, but it seems to me that KM has always been “by design,” at least it was if it was done successfully.

Design thinking is characterized by being purposive; human centred;  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.

How are these principles 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 centred: 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.

Is your knowledge management by design?

Joyful Knowledge Management

Joyful knowledge management.

Yes, knowledge management is joyful, at least it is to me.

I enjoy it when I can find what I’m looking for: the answer to the question, the person who has done a project before and can share her/his experience and lessons learned with me. I enjoy pulling together the pieces to make a new picture, creating new pieces where necessary.

In fact, I think the creating is the best part, whether we’re talking about something that is completely new, something that is new to the organization, or something that is an improvement on something that has been done before (partly new).

How do we do that creating?

We can take a left-brained approach and use knowledge management activities, like expertise location systems, communities of practice, enterprise content management–processes and technology to help us find things that may be similar or provide a piece of the puzzle, activities that help make new/different connections.

We can take a right-brained approach and create space for knowledge creation activities like painting, drawing, photography, playing foosball, running, walking, swimming, playing squash. Activities that let us do something new, different, unexpected. Activities that create the space for us to make different connections and have different experiences rather than the “same old thing”.

I revel in the joy of finding a solution to a problem; I especially revel in it if it’s something new, different, unique. Something that someone else says, “wow, I’ve never thought of it that way before” or “I’ve been trying to figure that out for ages”.

I find things that I learn painting, helps me in my consulting, whether it’s to remind me of the importance of balance or giving things the time and space to develop into what they’re going to be.

This is joy, balanced, right-side, left-side, joy.

Joy with watermark sm

Knowledge by Design

I have been doing some more research, reading, and thinking about this creativity-innovation-knowledge management area and am coming to the realization that to a certain extent KM by design is what I’ve been doing all along, I’m just becoming more aware of it and kicking it up a notch.

Let me explain…

What I have been doing is knowledge (management) by design, and I say that because, I’ve always believed in looking at what knowledge activities were need to meet the needs of the organization  I’ve never said, “you need xyz technology, or you need a lessons learned process,” without understanding what the organization was trying to achieve with knowledge. I’ve always focused on the left-brain activities, the process, the activities, the technology, the information architecture, etc.

What I’m incorporating now is more right-brain thinking, which takes me and my knowledge management consulting into the innovation and creativity arena and making space for knowledge creation–ba, to use the term made familiar in Nonaka’s knowledge management work and writing.

How am I going to do that? Through having people do right-brain activities in the workshops that I run, but also by working with organizations to include more of these kinds of activities in their daily activities.

Opening up space for knowledge creation and innovation leads to enhanced productivity, collaboration, employee engagement, thought leadership, and sense of community.

This isn’t to the exclusion of lessons learned, and information architecture, etc. it’s a balancing out of both sides of the brain: the detailed, tactical with the strategic, problem solving.

Knowledge by Design.