How is your KM Program Helping you Through the Chaos of Coronavirus (COVID-19)?

Do you see your KM program as a key partner in your strategy to deal with the chaos of Coronavirus or just an extra, a nice to have, a luxury, and not a serious component of your business and emergency preparedness strategies?

If you see them as a key partner, are they helping you with disaster planning/emergency preparedness? Are they making sure everyone has access to the same knowledge and information when they are working from home as when they are in the office?

Are they making sure people know how to use the tools at their disposal for collaboration, knowledge creation, and sharing?

Are they helping you map key knowledge resources within your organisation?

Are they making sure the knowledge that can be documented is? How about retention, are they helping you make sure that knowledge is retained and protected?

Are they helping you prepare for the time in the future, when all of this is a distant memory in a couple of years. The future of work is here, KM can take a lead and help facilitate the change.

Now is the time to be engaging KM in these activities, not later, not “when things calm down”, now. There is no good time, start now, take the first step now.

What we can learn from Van Gogh for KM and Innovation

On November 11, 2015 I participated in a #PKMChat called, “Van Gogh on Learning” https://kneaver.com/blog/2015/11/pkmchat-van-gogh-on-learning/ it intrigued me as both a knowledge management professional and an artist and definitely gave me something to reflect on over the last week.

(Note: the #PKMChat was based on work that Ger Driesen is doing, he facilitated the #PKMChat along with Bruno Winck, more about Ger’s work can be found by clicking on the link in #2 in the references listed below)

I have been investigating the linkages between/among creativity, innovation, and knowledge management for more than three years, picking up ideas along the way, and experimenting and talking to people. Informally, there seems to be an agreement that there is a connection among the three things, but it’s in the background, below the surface, not immediately obvious to a lot of people. The #PKMChat helped shed some light on these linkages for me, so I am sharing them with you.

There are three main ideas that we discussed in the #PKMChat,

  1. Thinking inside the box
  2. Practice
  3. Reflection

As well as some secondary topics, like qualities of an artist, and how to balance social vs. solo learning.

One of the first things I noticed about comments on the #PKMChat was the perception that artists have a different perspective, that they are more inclined to experiment, and that there is a natural curiosity in being creative. Certainly this echoes other articles and books I’ve come across and was one of the reasons for Xerox’s artist in residence program in the 1990’s.

Thinking inside the box, I found this a bit hard to take initially, because I like thinking outside the box. I think that’s one of the advantages/benefits of KM, on a macro level it advocates diversity of thought, and learning from other industries or sectors, so the idea of “thinking inside the box” seemed counter-intuitive to me. But what this was really getting at was the idea that constraints build creativity and that often “the answer is right in front of you.” “Right in front of you” in this case could mean that there is someone in your organization that could provide knowledge or expertise or perhaps the knowledge you seek is in that repository or lessons learned system.

One of the themes that came up throughout the #PKMChat was the idea to take time to reflect and be curious, to challenge assumptions, to think critically about a challenge that is being faced. This was true in the discussion around thinking inside the box, too. Taking the time to look around your box and see what you have that might provide insight or an answer.

Practice, is critical to learning, for it is in practicing that we find the best solution and refine our techniques, whether we are artists, programmers, building cars, oil wells, or solar panels. Van Gogh practiced drawing heads, hands, and working with colour in order to get his style refined to what is easily recognizable today. Here we consider the 70-20-10 rule for managerial learning. Morgan McCall, Robert Eichinger and Michael Lombardo in their 1996 book, “The Career Architect” assert that 70% of the learning a successful manager does comes from doing, 20% comes from others, and 10% comes from formal education (books and classes). Practice makes perfect, as they say, but the chat participants also recognized that there is a point where perfection stops forward momentum and “good enough” is good enough.

Reflection, as I mentioned a moment ago reflection came up throughout the chat, even when it wasn’t the main topic of discussion. The consensus when it was the topic was that it was key to learning; that it allowed informed improvements to be made in future iterations of an activity rather than doing the same thing repeatedly. There was recognition that it needed to be part of the flow of the project of process and that the activity wasn’t complete until the reflection had taken place.

Van Gogh and artists reflect on their paintings and processes, on what they like or don’t like, what can be improved to more adequately reflect what they are trying to convey in their works.

Finally, we discussed social versus solo learning. There is a benefit to discussing work with others, whether, as in Van Gogh’s case he was writing to his brother, and talking with other artists or we are struggling with a new project we’ve been assigned to and look for others who have worked on similar initiatives before or talk to our friends/family about how they might approach the situation. The consensus here was that it was important to balance solo and social, and that balance was up to the individual to determine. Discussing things with others helps facilitate the challenging of assumptions because the other person/people aren’t as close to the problem as the person working directly on it so they might see things that we are too close to see.

One of the things that got mentioned a couple of times during the chat was the book, “Steal Like an Artist.” The book talks about 10 items but the first one is most relevant at this point, “steal like an artist.” Everything an artist does is based on what’s come before, something someone else has done. While it’s true that an individual artist may combine processes, techniques, and materials in a way that hasn’t been done before, or have their own style, they are building on something they have learned by doing or by being taught.

The question for me after all of this is: where does this fit with the work that I have been doing?

It’s clear that there is a linkage; artists use some of the same processes and activities that organizations do to learn and make better use of knowledge and experience (e.g. reflection, lessons learned, communities). They do it on an individual basis, rather than a group/organizational basis, but that’s just a matter of scale and rigour around the activities.

What else? Does creativity and the processes it utilizes lead to innovation? Certainly the participants in the chat seemed to think so, there was agreement that being creative lead to asking more questions, and challenging the status quo and that this impact was felt regardless of the field people worked in, i.e., non-artists and artists alike believed that either being exposed to art or participating in an artistic practice made them more curious and open to experimentation.

Creativity leads to innovation, both are facilitated by knowledge management practices, and both contribute artefacts that build the knowledge base of an individual or an organization.

 

References:

  1. Xerox case study about their artist in residence program, https://www.amazon.com/Art-Innovation-Artist-Residence-Leonardo/dp/0262082756
  2. Learning Solutions Magazine article on Van Gogh as a painter and learning coach https://www.learningsolutionsmag.com/articles/1560/emea-reporter-vincent-van-goghpainterand-learning-coach
  3. Jay Cross blog post on implementing 70-20-10 for learning, https://www.internettime.com/2013/02/50-suggestions-for-implementing-70-20-10/
  4. Steal Like an Artist book, https://austinkleon.com/steal/
  5. Steal like an Artist list https://www.austinkleon.com/wp-content/uploads/2011/09/poster-0.gif
  6. Steal Like an Artist workshop on Slideshare, https://www.slideshare.net/pederrudbeck/steal-like-an-artist-workshop-uxstoriesdk

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”

 

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.

KM in Law Firms: compare and contrast

(this is a slightly longer version of an article that I published in the Knoco March 2013 newsletter, one of 5 flavours of KM that were discussed)

In many law firms knowledge management starts in the IT department, and in a few cases, the library and like in many other organizations is focused on document management and technology. Also in common with other organizations law firms are dealing with pressure to reduce costs, be more efficient and effective for their clients, address issues of an aging workforce, and the technology demands of freshly minted lawyers who expect near instant access to knowledge.

There are also differences in KM inside a law firm. While in many organizations KM focuses on not just access to information/knowledge but on learning from mistakes, e.g. after action reviews and lessons learned processes and databases, this seems almost totally absent in law firms.

As I prepared to write this article, I wondered if I had just been missing something because of my limited exposure to KM in law firms. Maybe there really was a learning focus that I was missing out on; but in the research scan I did to supplement my experience, I didn’t find what I was looking for.

Now, don’t get me wrong, there is KM being done in law firms, but it focuses on documented knowledge. A fine activity, and definitely about connecting people to the knowledge they need to do their jobs, but not specifically learning focused and not focused on innovation as is often the case in other organizations.

It seems lawyers see knowledge management as a way to:

  • Give the firm a competitive advantage since the firm’s know-how becomes more easily accessible
  • Increase productivity: lawyers don’t waste time searching for information
  • Improve practice support by fostering collaboration
  • Speed response time to client requests
  • Provide an on-ramp for junior lawyers to get up to (billable) speed more quickly
  • Help integrate the “practice of law” and the “business of law”[1]

Now, I have done work with Steven Lastres, the author of this work I’ve just cited, and have the highest regard for what he is doing in his firm, which is leading the way for KM in law firms, but by not including the learning aspect of KM it seems to me that law firms are missing something.

One of the presentations that I attended at KM World 2012 was Eric Hunter’s, “Innovation, Change Management, & Business Optimization.” Eric Hunter is another leader in the law firm KM sector. What they are doing at his firm is moving towards that learning objective through collaboration and social technologies[2].

If law firms are lagging behind other organizations, the question that comes to my mind is why? In my experience law firms are conservative and risk adverse. They believe that only a lawyer understands their business, which has resulted in people with a CKO (Chief Knowledge Officer) type title at law firms being lawyers, and the main people on their teams are other lawyers and librarians. This lack of diversity on their teams and lack KM specialists specifically, I believe, has led to the focus on documented knowledge.

There is a shift happening, however. Law firms are starting to look outside their industry to see what lessons they can learn from other industries and from KM specialists. I have been doing a series of workshops and webinars for law librarians. The participants in these sessions have been engaged and interested to learn the lessons that I have to share from my experience in other industries. And I have been glad to share my experience and let them know that they are not alone, that the challenges they face are the same challenges that any KM leader faces; somehow there’s comfort in that knowledge.

Note: Connie Crosby and I have also just launched a KM Strategy assessment service for law firms, feel free to get in touch if you’re interested in learning more.



[1] Lastres, Steven, “Knowledge Management in Law Libraries: The Role for Legal Information Professionals” presentation at CALL ACBD Conference, from https://www.callacbd.ca/en/webfm_send/1274, February 28, 2013.

[2] Hunter, Eric, “Law Firms of the Future: Driving Intranet Evolution with Google+”  from https://www.bradfordbarthel.com/Eric/LM-JulyAug2012-ForwardThinking.pdf on February 28, 2013.

Agile and Knowledge Management, part 1

At our Knowledge Worker Toronto event on January 23, 2013 our speaker, Gil Broza, spoke about the human side of Agile. Now, Agile, for those of you who don’t regularly interact with software developers, which I imagine are many of you who read this blog, is about iterative and incremental design and development of software applications. Gil was speaking about lessons that could be learned from the experience of software developers in this area and transferred to other areas of the organization. That activity in itself is a knowledge management activity: knowledge transfer of lessons learned, but I digress.

Gil spoke about 10 lessons that the rest of the organization could learn and apply:

  1. People are not resources
  2. Focus
  3. Nurture the joy of delivering value
  4. Take small, safe feedback-rich steps
  5. Mind the physical environment
  6. The social environment matters too
  7. Want high-performance teams? Be ready to invest
  8. Manage less, lead more
  9. Collaboration rocks
  10. Human conduct trumps “best practices”

There was a discussion after the presentation and Q&A ended about how this talk fit in with Knowledge Workers/Knowledge Management, this is what I contributed to the discussion: these 10 lessons are about how knowledge workers like to work. In the KM consulting that I do, I often have a section in the report about knowledge workers, especially when I’m working with an organization that is hierarchical. Knowledge work and knowledge management thrives in a flatter organization model, one where sharing and working together is expected, and the silos of a hierarchy are detrimental to achieving the goals of the organization.

Anyone else have any thoughts?

Knowledge is the network

One of the themes at KM World in October 2012 was that the value of knowledge management is in the network, i.e. the value comes from the connections and the collective whole, rather than individual people, activities, processes, or technology. This was a shift from previous years where there was more focus on technology.

That the value of knowledge is in the network, is something we have known for a long, long, time. There has long been acknowledgement that “it’s who you know,” in business and in life. What has changed in the last 10 years is the ability to stay connected to people and to connect with people in geographically diverse locations through the use of technology, but it’s still about, “who you know.”

Our networks provide access to opportunities that we might not have been able to discover on our own. They pass along interesting articles, books, and other pieces of knowledge and information. Someone says something and that makes us think of something else or ask a question that’s not been asked before. Someone else builds on our ideas, it becomes an iterative process and suddenly we have created something new, some innovation that didn’t exist before.

When someone in our work network moves to another company or role, we all-of-a-sudden have to fill the void left in our knowledge network: who else knows what that person knew, how long will it take their replacement to learn the things we need them to know, what do we do until the gap is filled?

Organizations that go through down-sizing/right-sizing/lay-offs/retirements all have to figure out what to do about the impact on the knowledge networks of their organizations. Those that don’t take the loss of knowledge and the disruption to the network into consideration are negatively impacted by the loss/turn-over.

So what can organizations do to try to keep some of that knowledge when people leave the organization or create opportunities for innovation? Knowledge management activities like communities of practice, mentoring programs, lessons learned processes, after action reviews, expertise location activities, to name a few, and the technology that supports them all help to capture and share knowledge as well as make connections that might not happen otherwise. Knowledge management activities also give the knowledge longevity that it might not have otherwise.

Once the knowledge management practices are in place there is a need to make sure that it remains relevant through regular review and updating processes. This relevancy check could be as simple as reviewing documents and knowledge bases, or sending staff to conferences and training courses. It all becomes part of the learning and continuous improvement that the organization desired by implementing knowledge management in the first place.

This was also published in the Knoco January 2013 newsletter, which can be accessed here https://www.knoco.com/Knoco%20newsletter%20Jan%2013.pdf

Collaboration versus Command and Control

This post is about differing management styles and approaches to not just knowledge management but to business and ultimately life.

Do we believe there is a limited “pie” and so we need to compete and create hierarchies to control it (whatever “it” is in our own particular case) or do we believe in working together to make the pie bigger and be content with our own slice of pie, however big or small that may be?

As a small business person, I am not particularly interested in growing my business to be bigger than it is. I like doing consulting and giving focused, specialized service to my clients, I don’t need, nor do I want to grow my business to 25, 50, 100 or more people, I wouldn’t be able to do what I like to do in those scenarios. If a client or potential client wants services that I don’t offer, say development work for a particular software platform, I am perfectly willing to refer them to someone I know who specializes in that work rather than do it myself, or hire someone to work for me to do it for the client.

In my KM practice I often talk with people about what it takes to be successful with KM; people are often looking for that “magic bullet,” but there is none. It takes hard work to be successful with KM in any organization, but the more open and collaborative the organization is, the more likely it is to be successful.

Being open and collaborative is hard for a lot of people, especially for those who believe in a limited “pie” and hierarchy. Being open and collaborative goes against everything they believe in–command and control. They believe the worst about people, that people have to be told what to do, that without that command and control structure people will not do their jobs. They believe there is a limited “pie” and they are going to compete and they are going to win by whatever means possible, because that is the way the world works. Except that it’s not.

If you assume the worst about people, you get the worst; if you assume the best, you get the best, that is the way the world works. At least that is the way my world works, and the way the world that I want to live in works.

Being open and collaborative helps us all work together to produce a desired outcome, because we want to, because we believe in it, because we trust and respect ourselves and our colleagues. It makes a bigger “pie” possible, it also helps us to be content with the slice of “pie” we have.

Bigger is not better, more is not better.

So when I see KM people behaving in a command and control fashion, it confuses me. How can they be good at implementing and managing KM in an organization with behaviour like that? It smothers KM and sharing to be controlled. KM and sharing grows exponentially when it is given space (Nonaka’s ideas around Ba come to mind) and is allowed to happen; when it is supported and enabled, not controlled. Maintaining that openness is hard, it’s hard to have a lack of solid ground under us, we want the certainty of the rules and the ground, but to be successful in KM and in life we have to be okay with that uncertainty.

It takes a lot of self-knowledge and self-esteem to be okay with uncertainty and to manage in that way, but it’s the way to get the most out of your KM program and life.

Topics and Trends from KM World 2012

I attended KM World 2012 in Washington, DC last month, for the first time since 2006 (when it was still in San Jose, California). Let me first just say that I enjoyed the new location very much, not just because it’s a much shorter flight for me, but it seemed more intimate–easier to meet and talk to people and find my way around. I did miss being able to visit all my friends in the Bay Area, but I will get out there again.

Okay, so on to what I learned and observed at KM World 2012…

I think one of the big things I observed was a shift away from all the talk of technology, don’t get me wrong, people still talked tech, but I found less of an emphasis on it this year and much more emphasis on the value of the network, i.e. the people-to-people connections. Certainly any of us who have been doing KM for a while know that this is the case, that technology just enables and supports the activities of the network, but for most of the last 15-20 years we have had to fight against the idea that technology was the silver bullet in KM, that if an organization implemented the right technology they would find a pot of gold at the end of the rainbow.

Other themes:

  • Mobility and Internal Social Media
  • Internal Communications (consistent and repetitive communications via multimedia channels)
  • Strategic Alignment (km must always align with the business strategy of the organization to be successful)
  • Measurement and Value (everyone is measuring trying to determine value, but everyone is also still measuring things differently, but that’s OK.)
  • The importance of
    • Governance
    • Serendipity
    • Complexity/interconnectedness of KM
  • The DIKW pyramid is dead. Or is it?
  • Don’t fall prey to echo chambers in your organization
  • People’s knowledge goes beyond their job description which is untapped capital
  • The power of influence by friendship through peer networks is real
  • Seek forgiveness, instead of permission
  • Ask yourself daily what your km clients would answer to the question, “What’s in it for me?”

Some of the presentations and keynotes are posted on the KM World website, https://kmworld.com/Conference/2012/ and Dave Snowden’s closing keynote is on his website, https://cognitive-edge.com/library/more/podcasts/km-world-2012-washington-dc-closing-keynote/

Finally, I have to thank Daniel Lee for his notes/thoughts on KM World, which I have incorporated in this post as well as in a presentation I did for Knowledge Workers Toronto and is posted on Slideshare.

 

Creativity and Knowledge Management, part 2

Okay, so back for part 2 of Creativity and Knowledge Management, picking up where we left off.

We were talking about left-brain and right-brain and the different KM activities that fit in each area, and that’s fine, but what about right-brain activities that aren’t knowledge management activities that use knowledge management activities in their creation?

For example, one of the experiential exercises we did at the conference was recreating  stylized watercolours of a frog and a spider. We each got a piece of the picture, which had been cut up into squares and we had to reproduce our square onto a bigger, rectangular piece of watercolour paper. Both the squares and the rectangles were numbered on the back, which made putting them together again easy. This was collaborative, it used meta-data (the numbers on the back) and we had the opportunity to go back and add additional detail to any of the pieces after we’d seen them all put together–all KM activities, but with art as the content matter.

Are there other KM activities that could be demonstrated through art? Lessons Learned? Peer Assists? Content and Document Management? Communities of Practice? Innovation?

So art becomes a metaphor for knowledge management.

Next post…Creativity and Knowledge Management, part 3