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.

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?

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.

 

Is Knowledge an Asset at your Organization?

I used to be an accountant, we know all about financial/monetary assets and keeping track of them, but what about knowledge? A lot of which walks out the door at the end of the day in the heads of your staff.

A lot of organizations don’t think of knowledge as an asset, so don’t manage it appropriately. Here are some things to consider to help you figure out if knowledge is an asset at your organization. (Thanks to Nick Milton for the list and the idea.)

  • If your organization requires good knowledge based decisions, then knowledge is one of your key assets.
  • If you are a consulting firm, a contractor, or an educational or professional body that creates and deploys knowledge on behalf of customers and clients, then again knowledge is one of your key assets.
  • Knowledge will also be a key business issue for you if your staff turnover is high, and you need to transfer knowledge to new employees.
  • Knowledge is a key business issue for you, if much of your core operational knowledge is held by people approaching retirement age.
  • Knowledge is a key business issue for you, if you are involved in repeat activity, where knowledge from the past can help improve future performance.
  • Knowledge is a key business issue for you, if many dispersed parts of the business are performing the same process, with varying results (in other words, some parts of the business know how to perform operations better than other parts, and that knowledge needs to be shared and re-used).
  • Knowledge is a key business issue for you if your budget is being challenged and you have to contemplate delivering ‘more for less’, or (in the words of the business cliché) “work smarter, not harder”.  Working smarter means making better use of your organisational knowledge.

So, is knowledge an asset at your organization? What are you doing to take care of it?

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?