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SI KM Leaders Call - Using Expertise
 

SI KM Leaders Call - Using Expertise

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    SI KM Leaders Call - Using Expertise SI KM Leaders Call - Using Expertise Presentation Transcript

    • Using Expertise - The Story So Far Matt Moore Innotecture November 2009
    • Our purpose
      • Human expertise critical to organisations (if we believe management rhetoric)...
      • ...and yet very little research carried out on how organisations manage this expertise (or fail to).
      • Joint project between Straits Knowledge in Singapore (Patrick Lambe & Edgar Tan) & Innotecture in Sydney (Matt Moore).
    •  
    • Our methods
      • Narrative collection & sense-making (based on Cognitive Edge).
        • Blog for collecting & sharing stories.
        • Workshops with anecdote circles & archetype/issue extraction (outputs available on wiki).
      • Online survey.
      • All outputs are publically available under CC.
    • Narrative
    •  
    • Blog
      • http://usingexpertise.blogspot.com/
      • Seeded with stories from previous projects.
      • Responses from all over the world (Singapore, USA, Australia, UK, India).
      • Supplemented with anecdotes collected in workshops.
      • 180+ stories so far.
      • Some commenting.
      • Press interest (Australian Financial Review).
    • Workshops
      • 5 workshops completed so far:
        • Melbourne, Australia
        • Canberra, Australia
        • Sydney, Australia
        • Dubai,
        • Washington DC, USA
      • 15-40 participants per workshop
      • Happy to do more (just pay for travel)‏
    • Anecdote circle
      • 8-20 people per circle, 45-90 mins
      • Focusing question – e.g. “Can you remember a time when you saw expertise being valued – or not?”
      • Guide participants away from generalised opinions or facts – otherwise sit back and let them talk.
      • Starts slowly but difficult to stop.
    • Sensemaking
      • Stick stories on the wall - from participants and other sources (e.g. blog).
      • Ask participants to identify characters & incidents -then apply adjectives.
      • Remove adjectives & ideas then mix.
      • Create archetypes & challenge statements.
      • http://usingexpertise.wikispaces.com/
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    • Role Knowledge Relational Knowledge Experience Technical Knowledge Skill Memory Know-how Templates, procedures, routines, practice, OJT Know-who Directories, introductions,networking, trust-building Can-do Training, coaching, practice Remember-why Documentation habits, storytelling, team-based working Can Diagnose and Decide Repeated and improving practice, career planning, placements, OJT, mentoring, shadowing, cognitive task analysis Know-what Training, study, qualifications What do we need to retain? Source: Patrick Lambe
    • The long tail of expertise 1 2 3 1. Functional expertise 2. Technical expertise 3. Special expertise
      • Risk Factors
      • Solo, not social
      • Infrequently applied
      • Memory-based, highly contextual
      • High impact (risk/cost)‏
      • Absence not immediately detectable
    • Survey
    • Background
      • Web-based (Surveymonkey).
      • Promoted through emails lists (e.g. actKM, SI KM Leaders, KM4Dev).
      • 132 responses so far.
      • Australia & US heavily represented.
      • Significant responses from those in non-commercial (government, development, NFPs), services firms (consulting & law) and education.
      • Respondants predominantly KM, IM, L&D, HR or IT.
    • How critical is expertise/experience to your organisation's survival? 0 = no importance, 5 = critical.
    • Has a failure to manage or access expertise ever led to an operational failure in your organisation? Please give examples where relevant.
    • Does your organisation have a risk mitigation strategy to protect against loss of experience/expertise?
    • Role Knowledge Relational Knowledge Experience Technical Knowledge Skill Memory Know-how Templates, procedures, routines, practice, OJT Know-who Directories, introductions,networking, trust-building Can-do Training, coaching, practice Remember-why Documentation habits, storytelling, team-based working Can Diagnose and Decide Repeated and improving practice, career planning, placements, OJT, mentoring, shadowing, cognitive task analysis Know-what Training, study, qualifications What do we need to retain? Source: Patrick Lambe
    • Which aspects of expertise are valued in your organisation and how strongly? You only need to choose the relevant ones.
    • Score the importance of the following expertise/experience challenges for a current or previous organisation, 0 = no importance, and 5 = critical importance
    • Participative research project: “ Using and leveraging expertise in organisations” http://usingexpertise.blogspot.com Organised by Patrick Lambe Straits Knowledge www.straitsknowledge.com and Matt Moore of Innotecture http://innotecture.wordpress.com Take our “Managing Expertise” Survey! http://tinyurl.com/expertisesurvey