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?

Knowledge Management and Finance/Accounting

Some of you, who know me, will know that I started out my career in accounting; I have an undergraduate degree in accounting and was going to be a Chartered Accountant.

This is also how I got my start in KM, although it wasn’t called KM then, it was just how you worked—checklists and reusing last year’s files, talking to the staff who had worked on the audit/tax last year. If you had worked on the engagement the year before you were expected to be quicker in the subsequent year(s) because you were familiar with the client and the file.

15+ years into my knowledge management career, I still run into organizations that think that in order to help them better manage their knowledge that I have to be a specialist in whatever their content is, e.g. if it’s a law firm, I have to be a lawyer, if it’s a manufacturer I have to be an engineer, if it’s a hospital I have to be a doctor or a nurse or some other medical professional.

This isn’t always true, there are lots of organizations that understand that KM is a series of processes and activities, largely independent of the content. Organizations that understand having a depth of experience in how to get people to participate in knowledge sharing activities is more important than knowing the knowledge that they are actually supposed to be sharing.

Accounting is accounting is accounting. Yes, there might be some differences from industry to industry or sector, but in the end you are still trying to keep track of the financial resources of the organization, using generally accepted accounting principles.

Knowledge Management is no different. You are just trying to help facilitate the knowledge lifecycle from creation to sharing and management to disposal using a set of generally accepted knowledge management processes.

In both cases it’s important to understand the processes and principles, not the content.

Importance of a KM Strategy

Why do I need a knowledge management strategy? Why can’t I just implement some technology and be done with it? Why can’t I just implement Communities of Practice or Lessons Learned and be done with it?

I hear this sometimes from managers who want a quick fix, who are under a lot of pressure from time and resources (money and people).

The answer is, you can. I have worked with many organizations that have done just that, jumped in with both feet and “just done something”. I am usually there to fix it. Fix the technology because no one understood what it really needed to do to support knowledge work within the organization; fix the process because no one understands it and it’s not aligned with the rest of the activities in the organization and it’s created extra work for already over-worked staff.

Why do you need a strategy?

Would you jump in the car and set out on a journey of 5000km/3000miles without having some idea of where you were going and how you going to get there? Making sure that you had selected the right vehicle to get you there in time and a map to help direct you along the way?

A KM strategy does just that. It helps you figure out where you’re going, and the things you need to do along the way, the processes you need to support you and that need to be supported.

That’s not to say that you won’t make adjustments along the way, just like a friend of mine who drove from Toronto to Vancouver in September 2015, who ended up “detouring” through the United States, so that she could see some different sites, but she still knew where she was going and when she had to be there by—she made it with time to spare.

Isn’t that what you want from your KM strategy? To know where you’re going and how you want to get there, to meet the goals and objectives of the organization?

Why would you put a toaster over in the car for your trip, when you really needed a camp stove?

Why would you choose one technology because “everyone else is” when another technology is cheaper and better meets the needs of the organization because it requires less customization than the more popular software?

Isn’t it time you created (or updated) your KM strategy?

The Second KM Silver Bullet: One isn’t enough

As a friend of mine pointed out, it’s not enough to just create a strategy, it’s about the execution of that strategy.

And he’s right, strategies can sit on shelves, certainly I have had more than one client, that for various reasons did not implement the strategy we had developed together.

So what does it take to successfully implement a KM strategy?

A bunch of things, senior management buy-in and budget among them, but I would argue the most critical component, and the one that my friend posited, is Change Management.

There are many good books on Change Management by authors such as Peter Senge and John P. Kotter, to name two of my favourites. But what it all boils down to for me, is communication. Not just some manager decreeing, “thou shalt do knowledge management,” but a real conversation between the KM team and the rest of the organization. What do they need to be able to be effective in their jobs? How can the KM team help them? What do the users of the KM activities need to know about how to use the technology and the processes? What will aid them in their decision making and other things they are responsible for?

KM is there to serve the organization, to help it to be more efficient, effective, innovative, whatever the KM strategy identified as the business case for KM. It does that, in part, through the execution of the change management plan to support the transformational change that KM demands.

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.

KM, Continuous Improvement, Process Re-engineering, and Six-Sigma

Last week (January 28-29, 2015) I was in Amsterdam for KM Legal Europe, I provided some thoughts on that in my previous blog. Also in that blog post I mentioned that the subject of where KM fits with Continuous Improvement, Process Re-engineering, and Six-Sigma came up. We had a discussion about it, but we ran out of time and I’m not sure that we really came to any conclusions.

First lets start off with some general definitions/explanations.

While Continuous Improvement, Process Re-engineering, and Six-Sigma are all different activities and initiatives, and there are books and courses on each of them separately for the purposes of this blog post I am going to group them all together because for the purposes of this discussion their touch-point with KM is the same. So what are they? They are activities that have the objective of aligning organizational processes with the needs and objectives of the organization. They seek to remove inefficiencies and streamline work processes; they aim for standardization and the reduction of variability.

Knowledge Management, on the other hand, is about learning and sharing, and making sure people have the knowledge they need to do their jobs.

On the face of it, it doesn’t seem that there is much in common, but as they say, “the devil is in the details.”

Let me ask you this, “why do we learn?” and “what are we hoping to accomplish by learning?” Some organizations will say to be more efficient and effective, provide better customer/client service, to be better at what we do, whether that is provide a product, service, economic development, or something else. Hmmm…don’t those sound similar to what Continuous Improvement, Process Re-engineering, and Six-Sigma are all about?

There are many ways to learn, Stan Garfield compiled a list of 80+ activities that can be considered KM activities. Where does learning overlap with Continuous Improvement, Process Re-engineering, and Six-Sigma? In my mind, it’s in the Lessons Learned processes and activities. In Lessons Learned we are trying to understand what worked, what didn’t work, what we should do differently next time and what we need to do to make sure “next time” is better than the last time. That sounds like Continuous Improvement, Process Re-engineering, and Six-Sigma to me.

Now in Continuous Improvement, Process Re-engineering, and Six-Sigma we may actually create the redesigned process. Whereas in Lessons Learned we may recognize that the process needs to be redesigned or a checklist created or some other such outcome and kick-off a sub-process that does the creation. But the Lessons Learned process does do a check and ensure that the outcome was completed and implemented, thus closing the loop on the whole cycle.

I know I have over simplified this, but I do believe the two sets of activities are very closely linked, and I wanted to get across that it’s just a change in perspective that’s needed.

KM isn’t something separate from everything else, it’s a key component of everything and recognizing that makes the implementation that much more complete.

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.

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.