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Knowledge Capture Initiative Summary Report


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An exit presentation to management following a knowledge capture initiative

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Knowledge Capture Initiative Summary Report

  1. 1. Knowledge Capture Initiative Snapshot KMRM Consulting, LLC
  2. 2. <ul><li>Discovery Selling </li></ul><ul><li>Team Building </li></ul><ul><li>Process Capture Initiative </li></ul><ul><li>Document & Records Management </li></ul>KMRM Consulting, LLC Continuous Improvement <ul><li>One-on-One </li></ul><ul><li>Vmax </li></ul><ul><li>Leadership Training </li></ul><ul><li>Strategic Planning </li></ul><ul><li>Discovery Selling </li></ul><ul><li>Team Building </li></ul><ul><li>Process Capture Initiative </li></ul><ul><li>Document & Records Management </li></ul>
  3. 3. Process Capture Initiative <ul><li>Identify existing documented policies and processes to get a snapshot of where the Company is now </li></ul><ul><ul><li>The “snapshot” is an intrinsic piece of Continuous Improvement. How can you enter into a path of improvements unless you know where you are and what needs to be improved? </li></ul></ul>KMRM Consulting, LLC
  4. 4. Process Capture Initiative <ul><li>Identify duplicate and contradictory documents for risk management </li></ul><ul><ul><li>Auditing the N-drive </li></ul></ul>KMRM Consulting, LLC ?
  5. 5. Process Capture Initiative <ul><li>Identify processes and documentation of processes that need to be updated, revised or deleted </li></ul><ul><ul><li>Emergency Action Plan </li></ul></ul><ul><ul><li>Quality Control Manual </li></ul></ul><ul><ul><li>Quality Assurance Manual </li></ul></ul><ul><ul><li>Process Flow Chart </li></ul></ul>KMRM Consulting, LLC
  6. 6. Process Capture Initiative <ul><li>Heighten awareness of job processes and responsibilities for the purpose of better job accountability toward each other </li></ul><ul><ul><li>Who does what… when and how </li></ul></ul><ul><ul><li>Kickoff Meeting Agenda and project information </li></ul></ul><ul><ul><li>Process Flow Diagram project </li></ul></ul>KMRM Consulting, LLC
  7. 7. Process Capture Initiative <ul><li>Format existing and newly generated policies and processes into templates for standardization </li></ul><ul><ul><li>Use KMRM templates </li></ul></ul><ul><ul><li>Consistent information </li></ul></ul><ul><ul><li>Identical layout </li></ul></ul><ul><ul><li>People know where/how to find what they need </li></ul></ul>KMRM Consulting, LLC
  8. 8. Process Capture Initiative <ul><li>Print hardcopy of policies and processes in departmental notebooks for tactile reference </li></ul>KMRM Consulting, LLC
  9. 9. Process Capture Initiative <ul><li>Establish an electronic deliverable (Wiki) to provide universal access </li></ul><ul><ul><li>Findability </li></ul></ul><ul><ul><li>Usability </li></ul></ul><ul><ul><li>Searchability </li></ul></ul><ul><ul><li>Intellectual Asset </li></ul></ul>KMRM Consulting, LLC
  10. 10. Knowledge Management = people + process + technology <ul><ul><li>KM Drivers: </li></ul></ul><ul><ul><li>Achieving organizational efficiency </li></ul></ul><ul><ul><li>Dealing with communication problems </li></ul></ul><ul><ul><li>Information overload </li></ul></ul><ul><ul><li>Knowledge loss </li></ul></ul><ul><ul><li>Managing and dealing with change </li></ul></ul><ul><ul><li>Reinventing the wheel syndrome </li></ul></ul><ul><ul><li>Complexity of knowledge domain </li></ul></ul><ul><ul><li>Maintain competitive advantage </li></ul></ul>KMRM Consulting, LLC
  11. 11. <ul><ul><li>People… developing relationships through: </li></ul></ul><ul><ul><li>Individual interviews </li></ul></ul><ul><ul><li>One-on-one meetings </li></ul></ul><ul><ul><li>Staff meetings </li></ul></ul><ul><ul><li>Production meetings </li></ul></ul><ul><ul><li>Safety meetings </li></ul></ul><ul><ul><li>Team Leader meetings </li></ul></ul>KMRM Consulting, LLC
  12. 12. <ul><li>Process… the five phases of process management: </li></ul><ul><ul><li>The Reactive Phase: realizing the need for process improvement </li></ul></ul><ul><ul><li>Documentation Phase: collecting data </li></ul></ul><ul><ul><li>Stability Phase: make unstable processes stable, then stable into better </li></ul></ul><ul><ul><li>Corrective Action Phase: tweaking the process design in a cycle of continuous improvement </li></ul></ul><ul><ul><li>Preventive Action Phase: preventing defects and errors before they occur </li></ul></ul>KMRM Consulting, LLC
  13. 13. KMRM Consulting, LLC
  14. 14. <ul><li>Technology… the wiki </li></ul><ul><ul><li>KMRM’s “customer-driven solution” </li></ul></ul><ul><ul><li>Powerful communication tool </li></ul></ul><ul><ul><li>Only effective if used </li></ul></ul>KMRM Consulting, LLC
  15. 15. Q & A <ul><li>Short Break </li></ul><ul><li>Return </li></ul><ul><li>Hand out and go over notebooks </li></ul>KMRM Consulting, LLC
  16. 16. Department Notebooks KMRM Consulting, LLC
  17. 17. Contents <ul><ul><li>Letter from KMRM </li></ul></ul><ul><ul><li>Department abbreviations for Wiki and N-drive </li></ul></ul><ul><ul><li>Wiki style sheet </li></ul></ul><ul><ul><li>Using links </li></ul></ul><ul><ul><li>Definitions of Terms used </li></ul></ul><ul><ul><li>Blank copies of both Policy & Process Templates </li></ul></ul><ul><ul><li>CW Process for Writing Policies and Processes </li></ul></ul>KMRM Consulting, LLC
  18. 18. Department Specific <ul><li>Printed copy of individual process pages found on the wiki </li></ul><ul><ul><li>The ones for which your department is responsible </li></ul></ul><ul><ul><li>Edited for standardization </li></ul></ul><ul><ul><li>Supporting documents and forms are not in your binder; these reside in the uploaded documents and files folder </li></ul></ul>KMRM Consulting, LLC
  19. 19. Appendix <ul><li>Guide to writing policies and processes </li></ul><ul><li>Why document policies and processes? </li></ul><ul><li>Policies and processes diagram </li></ul>KMRM Consulting, LLC
  20. 20. Wiki Reminders KMRM Consulting, LLC
  21. 21. Writing policies and processes <ul><li>Use the policy and process templates option when creating a new page on the wiki </li></ul>KMRM Consulting, LLC
  22. 22. Writing policies and processes <ul><li>When selecting a name for your policy or process page, begin with your department abbreviation; for syspro processes, type “SYS” immediately following your department abbreviation </li></ul><ul><ul><li>Example: “ACT SYS Supplier Query” </li></ul></ul>KMRM Consulting, LLC
  23. 23. Writing policies and processes <ul><li>Place the page in the “Policies and Processes” folder </li></ul>KMRM Consulting, LLC
  24. 24. Writing policies and processes <ul><li>Keep all policies and processes in the “Policies and Processes” folder </li></ul>KMRM Consulting, LLC
  25. 25. Architecture <ul><li>Policies and processes folder </li></ul><ul><li>Each department has an “uploaded files and docs” folder </li></ul><ul><li>Each project has a folder </li></ul><ul><li>Create new folders as necessary </li></ul>KMRM Consulting, LLC
  26. 26. Links <ul><li>Use the globe with chain link icon while in edit mode </li></ul><ul><li>Link to wiki page, wiki folder, email address or URL </li></ul><ul><li>Link to supporting forms, documents, and other processes </li></ul>KMRM Consulting, LLC
  27. 27. Searching <ul><li>Front page </li></ul><ul><li>Pages and files </li></ul><ul><li>Tagging </li></ul>KMRM Consulting, LLC
  28. 28. Working Collaboratively <ul><li>Create a page; fill in the process information </li></ul><ul><li>Have users read and edit the page </li></ul><ul><li>Use the comments box for discussion </li></ul><ul><li>Change from “work in progress” to “original” when finalized </li></ul>KMRM Consulting, LLC
  29. 29. Appreciation Luncheon KMRM Consulting, LLC
  30. 30. KMRM Consulting, LLC