Looking back – KM highlights from last year (part 2)

Continuing from my top ten KM consulting highlights (in no particular order!) from 2014...6. Sharing Knowledge in the Offshore Wind community

The UK is a world leader in the Offshore Wind Energy business, and with multiple companies involved in planning, developing and constructing wind farms, there is huge potential for reducing the cost (and increasing the size of renewable energy “pie”) by sharing knowledge between the industry players – who happen to be competitors! It’s a classic example of tragedy of the commons.

I have been working with all of the main stakeholders over the past year to develop a community of practice, a common language, and a series of sharing workshops to help this group of companies to trust, share, connect and learn whilst respecting the commercial limitations which exist. Where of you start? Where are the safe places to begin knowledge-sharing? It’s an unconventional community of practice – but a fascinating one to work with.

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7. Communities in Copenhagen 

After nearly ten years of independent consultancy in KM, I finally managed to combine a business trip with an extra family holiday. My wife and daughters accompanied me to Copenhagen for a brilliant weekend, whilst I stayed on to work with Maersk Oil and help shape their work on communities of practice.

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8. The African Evaluation Association conference in Cameroon.

I have to admit, I love visiting new countries, so when I was asked to speak and deliver workshops at the AfrEA 2014 conference in Yaounde, Cameroon, it didn’t take much to persuade me.

Being exposed to the sheer breadth and depth of M&E activity in the development sector – and the natural way in which Knowledge Management dovetails into this important work was an eye-opener. Meeting Rituu Nanda, who has worked so hard with the AIDS constellation, building on Geoff’s work with UNAIDS which we wrote up in Learning to Fly, was a real highlight for me.

Oh and the bread basket was certainly eye-catching!

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9. Board Gamification in Syngenta

MAKE award winners Syngenta have been one of my longest-running clients, and I’ve had the opportunity to support their KM Strategy, Communities of Practice, Lessons Learned and Operational Excellence programmes. Whether it’s cartoons, glass knowledge-sharing awards, pocket cards or toolkits, I’ve always enjoyed their love of embedding knowledge in artifacts and their courage to innovate. One of the best examples of this was the creation of a board game about the early stages of leading of a community of practice, based on Snakes and Ladders. Of course, we called it "Snakes and Leaders". The game was used as part of an internal training programme for Network Leaders, and incorporated the ups and downs, celebrations and pitfalls of the first 100 days of a typical network, with some additional randomised surprises and challenges.

Here it is being played by fellow participants in the Knowledge Driven Performance consortium.

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10.  Tearfund

Tearfund is a charity which has been important to me for as long as I can remember.  Their approach to After Action Reviews made it into Learning to Fly, and I had the chance to visit them to work on their Organisational Learning Strategy a few years ago.  Towards the end of last year, I was asked to join their People and Learning committee as an non-executive external advisor; something I really look forward to contributing towards.  What makes this extra special is that my eldest daughter Martha is also working with Tearfund on their No Child Taken campaign against Human Trafficking as a public figure, following her appearance on the Great British Bake Off (aka PBS British Baking Show), so we will be able to share knowledge over her cake experiments!

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Looking forward to seeing what 2015 has in store...

Scaffolding for sharing knowledge

Last week the Daily Telegraph published an article about the "truth behind British politeness" which revisited the phrases which we British often use, the real meaning, and what (as the Telegraph charmingly puts it) "foreigners" understand. I've seen it printed off and pinned on the walls of several offices over the years - usually within easy view of the telephone.  It's a great (and humourous) way to help create understanding, enhance conversations and prevent people talking past each other.  I'd even to so far as to say that it's not bad!

The idea of a common language - a frame of reference to support better understanding and more focused conversations is what lies at the heart of the creation and use of self-assessment models.  Whilst they are similar in concept to maturity models, the purpose is less to track and measure - and more to create a shared vocabulary to enable more targeted knowledge sharing.  I've seen them used to great effect in a wide range of organisations and topics:  Engineering, Energy, Operations Maintenance, Safety, Environmental Performance, Supply Chain Management, Collaboration and Health... There are some health-related examples here which grew out of  work with the UNAIDS programme, and has  been reapplied by the Constellation intoself-assessments for Malaria and Diabetes as well as HIV. (please check the advice page for usage guidance)

I like to think of them as scaffolding for knowledge sharing.  It's scaffolding which enables people to climb higher and faster to have richer conversations with deeper understanding.

  In each case the self-assessment tool was created by the group who would ultimately use it. That's an important principle.  They can recognise their own words - and the results of their discussions - in the practices chosen and the  levels and language used to represent each practice. Creating a model together ia a tremendous way to have a group make explicit some of their  knowledge, stories, assumptions and unarticulated rules of thumb.  It gives a great sense of achievement - having rigourously discussed something they care about  and understand deeply - and created an artefact which they can then use. We talk a lot about Communities of Practice - but sometimes communities never work the detail together on what their practice really is, and what good might look like. What a missed opportunity!    Building a self-assessment model with members of a community forces a lot of helpful discussion, gives the group a product to be proud of  and provides a very easy way for members to self-assess and then share their relative strengths and weaknesses in a knowledge marketplace. it also gives them a framework against which they can store share artefacts and examples (see the AIDS Competence knowledge asset example). Tools like the River Diagram and Stairs Diagram and reciprocal sharing techiques like Offers and Requests help to map out the dimensions of the marketplace ready for knowledge exchange. All of this sounds a lot more purposeful than hoping that needs and responses will serendipitously collide whilst we're talking past each other... So with the greatest of respect, do you hear what I say?

Making KM Fun and Tangible!

I’ve been looking back on the highlights of the past year, and previous years, and it’s got me reflecting on the power of making KM engaging, fun and tangible in some way. Back in 2010, I wrote about KM Top Trumps, and how I used them with a group of business improvement professionals to help them get to grips with the breadth of KM tools and techniques available.  I still use these today with groups.

Two happy memories from the past year:

Social Network Mapping with the UN in Ethiopia. 

For several years now I have worked with the United Nations System Staff College on a KM leadership programme.  This year saw me out in Ethiopia working with representatives from across the continent.  Communities, Networks and Networking featured heavily in one particular module, and having contrasted the sharing and networking habits of birds, bees and sheep, we engaged in a practical Network Analysis exercise which brought the room to its feet, and put smile on every face.

Each participant was given 5 coloured ribbons and asked to give one end to another colleague – the different colours indicated different relationships:  for example: – Who have you known the longest?  Who would you ask for technical advice? Who would you share an innovative idea with first?

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Energy levels rose instantly, accompanied by smiles and laughter.

Once each ribbon had been shared, the group carefully lowered them to the floor and stepped out of the web, replacing themselves with their placenames from the tables.

As a group, we could then stand around the pattern and discuss what it told us about the relationships, collaboration and knowledge flow.

Snakes and Leaders – a creative way to explore the first 100 days of a community of practice.

Syngenta have been a client for a number of years now, and have been looking for new ways to up-skill the core teams of their networks, especially in the early stages of growth.

We worked together to document the ups and downs of network development during the first critical 100 days, and created a familiar-yet-different board game which embedded these critical moments, with one or two additional twists and turns. Creating the game together, and tailoring the rules for different parts of the business caused us to think critically about the non-negotiables and key principles of networks; probably one of the most enjoyable codification exercises I've been involved with. Thank you Syngenta!

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I’m looking forward to hearing how the game has gone down (or up!) this year.

10 options for implementing a KM strategy

Last week I had the pleasure of providing my final virtual webinar for the first of the UN's KM Online blended learning programme.  Geoff Parcell and I have taken turns over the past 6 weeks.  Last week the focus was on KM Strategy and Implementation, and we had an excellent interactive discussion about different options for implementation.Here's a shot of our discussion in action...

So with particular thanks to Eric, Harald, Svetlana and Miguel who added some great ideas  - here are ten different options for KM Strategy implementation.

1. Top Down, Big Bang.

This is the traditional "someone at the top has said this needs to happen" approach, usually accompanied by a cascade, a change initiative, communications and engagement plan, brown-bag presentations, training programmes, mugs and mouse mats. We've all seen these initiatives in action - and in some organisations they can be the only way to get people's attention.  The challenge, of course is to find ways to keep people's attention -  particularly when the board or senior sponsors have moved onto their next big bang.  You might consider setting up a programme board with some of the senior players, which will keep them collectively on-the-hook for your programme.  It's much more difficult for the whole group to shift their energy away than it is for a single sponsor to become distracted by the next big idea.

So it's the challenge of sustainability, which leads us neatly to the second approach - Top Down, Bottom Up.

2. Top Down, Bottom Up

This approach is a sophistication of the Big Bang approach, using the same level of visible senior support to send a clear message across the organisation. The critical difference is that there is a deliberate effort to harness the energy and passion of workers at the front line, and to involve them in the programme, perhaps as group of advisors or a community of practice. These people are key in helping to translate the messages from the top and set them in the right context locally.  BP had a two-year programme with a team of 10 with a brief to define and demonstrate the value of KM.  But it was KM Community of practice - around 200 enthusiasts who recognised the value that it brought to their day-to-day roles - this was the group who helped KM to be more sustainable.  They were also an excellent source of anecdotes and credible stories of where KM had made a difference at the sharp-end.

3. Slipstream.

In most organisations, you can guarantee that there will be a number of organisational initiatives in flight at any one time.  Rather than wait for a gap in the traffic which will never come, or to launch a competing campaign to capture the attention of an already saturated workforce, there is a third way!  Slipstreaming is about working in partnership with other initiatives or "transformation projects" (don't you just love that phrase?), looking for ways in which you can feed of each others' momentum. The beauty of KM is that it's such a broad discipline that it is easy to find ways to complement and support other programmes and functions.  I have seen KM effectively slipstream behind business improvement and Six Sigma projects; operational excellence, new project management methodologies, SharePoint deployments, acquisition integration activities, customer management and asset management initiatives, culture change movements and the roll-out of new corporate values. [You might question whether you can change culture with an initiative, or roll-out values - we'll leave that for a future post - but you get the idea...]

One thing to be wary of, which affects competitive cyclists and athletes who slipstream - is the danger of getting "boxed in".  If you're slipstreaming the roll-out of SharePoint with a view to sharing a broader set of knowledge-sharing behaviours and methods, then watch out that the technology doesn't grab all the headlines and rob you of impact.  It's always best to agree these things up-front as part of the partnership, rather than "pop out" unexpectedly and assume that you can push KM to the forefront!

4. Outside In.

This approach is a little higher risk, but does come with its own in-built parachute. Sometimes things just sound better when they are heard from the outside.   People who would treat an internal newsletter or intranet article with a degree of scepticism will pay attention to  the same story when it appears in a journal or arrives via their RSS feed – or when a friend of customer mentions that it just arrived in their RSS feed.  It’s the power of outside-in.  Geoff Parcell and I found that when we published the first edition of Learning to Fly in 2001, it gave reach, awareness and credibility to the KM programme way beyond anything we could have achieved ourselves.  Rio Tinto experienced a similar unexpected impact when they published their video on Communities of Practice on YouTube.  It just works, and it creates momentum inside the company to fill in any gaps between what is said externally and what happens internally.

And if you do over-reach?  Well, all that publicity should help you to find a soft landing somewhere else!

5. Viral

This is a variant of the pilot approach and usually involves technology.  BT experienced it with the  launch of their BTPedia internal wiki back in 2007, Russian financial services giant Sberbank encountered it with the launch of their ideas management system in 2011, and the roll-out of many micro-blogging environments  like Deloitte's Yammer have taken on a life of their own this year. With a viral approach, you need to be prepared for it to be messy - it's a case of let a thousand flowers bloom, pick the best ones and do the weeding and gardening later.   However, it's hard to imagine "lessons learned", "knowledge retention" or the creation of knowledge products spreading like wildfire.  You'll need to make the most of the extra momentum and have a plan up your sleeve to connect the parts of KM which spread virally with the other techniques and methods which require more effort to adopt.

6. Stealth

Sometimes labels get in the way.

Sometimes  you have to find ways to build  up  your organization's capability to manage and share knowledge without them realising what your master plan actually is.  You get smart at making small adjustments to processes, spotting political opportunities and allies, tweaking the configuration of information-sharing platforms and the wording of competency frameworks and values;  encouraging networks and facilitating conversations which improve performance and learning.  After a few years, you'll be able to look back and say to yourself  "you know what, we're pretty good at managing and sharing knowledge. - but you probably won't get a plaudit or bonus - just the satisfaction of having helped to build a knowledge-friendly environment which is probably more sustainable than any managed programme would have achieved.

If you like the sound of that, and can live with the lack of recognition, then perhaps a career as an independent KM consultant awaits you!

7. Copycat

This is more of a tactic than an implementation strategy per se - but it's often successful to point to examples of successful KM from other organisations (competitors and customers are particular impactful) to create some "me too" or "me better" demand.  Find a good example and invite them in to tell their story.  Check whether your board members have non-executive directorships or recent prior experience of other companies.  They might be good ones to pursue! Copycat can work well internally too, encouraging business units to out-do each other in successful knowledge sharing, but make sure that the measures you use to compare and celebrate don't create a new set of competing silos.   ConocoPhillips' '4G' awards (Give, Grab, Gather, Guts) and Syngenta's TREE awards (Transfer, Reuse, Embed, Experience) both focus on giving and receiving - hence they compete to out-share each other - which has to be a good thing!

8. Pilot

A Pilot approach will often take a subset of KM methods and apply them locally - in contrast to the big bang, which usually takes KM as a whole and attempts to apply it globally.  It's all about lighting a number of fires to see what spreads.  A pilot enables you to try the aspects of KM most likely to make a difference quickly, to build credibility locally, and to learn from each implementation.  That could mean launching a community of practice for one part of the organisation whilst closing the learning loop on major projects and working on knowledge retention for retiring experts. Criteria for a successful pilot?

• capable of showing results (measurable value would be good) within 6 months;
• strategic;
• repeatable elsewhere;
• close to the heart of any key sponsor or stakeholder, and
• ideally a recognisable part of the organisation (not too esoteric) which will make their story easy to understand.

9. The Buffet Menu

The success of a buffet approach depends on a high level of demand for knowledge. Rather than investing effort in creating an appetite, or a willingness to experiment - this approach works with the demand already present, and provides an array of tools and techniques which the organisation chooses from at will, once their "palate" is sufficiently educated.

The International Olympic Committee is a great example of this.  They set out a veritable smorgasbord of learning processes, observation visits, secondments, extranet platforms, access to experts, databases, distilled recommendations and lessons learned.  A knowledge feast for a future organising committee, who enter the 7-year process with a tremendous appetite for knowledge. On a smaller scale (and let's face it, everything looks small compared to the Olympics!), management consultancies operate their KM programmes using the demand for knowledge which accompanies each new assignment.

Demand-led programmes are more likely to be sustainable - no need to persuade people to change their behaviour - adrenaline drives them to it!

10. Phoenix from the ashes

For a lot of organisations, KM is not a new idea.  For many of them, there have been several historical big bangs, pilots and copycat initiatives. Talk with people about what has happened in the past and learn from it.  Corporate KM started in the mid '90s, so you'll be looking for people with grey hair (working in KM does that to people). Sometimes just having these conversations can rekindle enthusiasm, tinged with nostalgia.  Why didn't we make more of that?  What did we lose momentum then?  Perhaps now the timing is better?  Perhaps now, with a new sponsor, or now that we've addressed that particular barrier? It is quite possible for KM to rise, phoenix-like from the ashes and fly higher than it did before.

So whether you're a viral copycat or a phoenix stealthily approaching a buffet from the outside in, here's ten options to consider, with a little help from the inaugural UN KMOL class of 2013.

What stops us from putting knowledge into action?

Our BMW is nearly 8 years old now.  It’s been brilliant, and it’s had to put up with a lot from a growing family, and now a dog with an affinity for mud and water.

It’s about this age when cars generally - regardless of the manufacturer -  begin to reveal some of the longer-term glitches to owners and manufacturers send letters to notify people like me that “there is an extremely small chance that you may experience a problem with the battery wiring in the luggage compartment, and please would I contact my local dealer at my earlier convenience where they will be glad to examine and fix any potential problems without charge…”

If I wanted to sell my car (probably to someone who doesn't read this blog!), then I have a choice:

• Sell them the car, and give the new owner the keys and a small pile of vehicle recall notices.  These represent all of the lessons about the 535D Touring that BMW and their customers have learned over the past 8 years, so they are, of course, invaluable to the new owner…
• Take the car to the dealer, get the problems fixed for free and the vehicle record updated on their systems.  Throw away the recall letters which now have no purpose. Give the new owner the keys.

It’s clear which is the better option.  Now let's park the BMW analogy and think about knowledge management (which, coincidentally, BMW are also very good at).

In my experience, many organisations sometimes treat lessons learned like they are an end in themselves – as though the value has to remain in the document - rather than where possible leading to actions which embody the learning.  These actions might include updating a process, policy, standard or system has been updated to incorporate the learning, which  removes the need to promote the lessons or recommendations to future teams.

So why do some organisations settle for a pile of lessons rather than a set of improvements?

Some possibilities:

• It’s much easier to write a document than see a change through to completion.
• It’s too difficult to find the owner of the process which needs changing.
• I’m measured on how many lessons our project captures.
• We have invested in customizing SharePoint to capture lessons learned documents, and need to show that we’re using it.
• Although I wrote the recommendation, I’m not 100% confident that we should change the process for everyone.

Now don't get me wrong, I'm not decrying any kind of activity to capture lessons learned. Sometimes the learning is such that there is no obvious process or standard which can be changed, and there is no immediate customer for the knowledge.  In those cases we need to preserve it in such a way that our learning is expressed as a recommendation for the next team, and is supported with the reason, the narrative, any relevant artifacts and the contact details of the person behind the recommendation.  These things all add context to what would otherwise be a recommendation in isolation.  The next team then have more background to assess whether this particular recommendation is relevant in their world.  I wrote about this on my February posting on dead butterfly collections.

However, I do think it's worth looking at the barriers which prevent people from from translating their personal or team learning into an improvement for everyone.   Perhaps we're not selling the idea of lesson-learning in the best way?  Hearts and minds, or just minds?   Commitment or compliance?  Value or box-ticking?

Let's not let the tail wag the dog!

Knowing, Telling, Writing, Acting.

I've had a couple of workshop events with clients in recent weeks where we have gone back to some of KM's first principles, using some foundational quotations. Polanyi's "We know more than we can tell" is a great one to explore, and I like David Snowden's build "..and we tell more than we can ever write down".

When it comes to KM having a real business impact though - actually changing something to generate value and/or create improvement - which after all, is the reason we do KM - then I think it's incomplete.

I'd like to add a third part to the picture (if I might be so bold as to stand on the shoulders of giants).

So here's the first viewing of a Polanyi/Snowden/Collison triptych.

We know more than we can ever tell,

we tell more than we can ever write down,

and we write down more than we ever act upon.