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Research Report

The Roles and Values of Personal Knowledge
Management


                     Supervisor: Professor Eric Tsui
                         Researcher: Ricky Cheong
                                   Date: April 2010
Introduction

Many thanks for all of you have participated in
the PKM Survey

This report provides a brief background about
this research and summary of the research
findings
Research Objective

The objective of this research is to explore the Roles and
Values of Personal Knowledge Management.

The following research questions were defined.

RQ1: What are the roles of PKM in Knowledge Management Process?

RQ2: What are the values of PKM for individuals and organisations?

RQ3: Is there any correlation between the roles of PKM in KM
Processes and the values of PKM for individuals and organisations?

RQ4: Is there any correlation between the values of PKM for
individuals and the values of PKM for organisations?
Literature Review
1. Personal Knowledge Management
Frand and Hixon (1999) defined Personal Knowledge Management (PKM) as
a system designed by individuals for their own personal use. It was initially
geared toward the MBA students at the Anderson School of UCLA. They are
trained in KM principles and use computers as tools for searching/finding,
categorizing/classifying, naming things/making distinctions,
evaluating/assessing, and integrating or relating.

Avery et al. (2001) defined PKM as an overall structured process for
intentionally managing information and turning it into useful knowledge.
There are 7 skills in their proposed PKM framework which are for (1)
Retrieving information; (2) Evaluating information; (3) Organizing
information; (4) Collaborating around information; (5) Analysing information;
(6) Presenting information; and (7) Securing information.
Literature Review

1. Personal Knowledge Management (Cont.)
Efimova (2005) argued that PKM is an interactive process between
individuals, other people and ideas. This is an approach which focuses on
supporting knowledge worker productivity by taking an active perspective in
studying their work. Wright (2005) mentioned that while PKM was primarily
an unconscious process and occurred naturally, it was more than personal.
Martin (2008) argued that PKM is knowing what knowledge we have and how
we can organize it, mobilize it and use it to accomplish our goal, and how we
can continue to create knowledge.
Literature Review

2. Knowledge Management Processes
The Knowledge Management Process has been articulated in term of the KM
Cycle by many researchers, e.g. Lethbridge (1994), Wiig (1997) and
Davenport & Prusak (1998). Furthermore, Schotte (2003) viewed that KM is
the cycling process of Use, Provide, Find, Select, Organise, distill, Share and
Adapt. Bergeron (2003) argued that KM is the cycle of Create/Acquisition,
Modification, Use, Archiving, Transfer, Translation/Repurposing, Access and
Disposal. Alfs (2003) and Mertins et al. (2003) stated that it is the cycle
comprises of Generating, Storing, Distributing and Applying knowledge
which similar to the KM Lifecycle summarized by Seufert et al. (2003) in
which there are four generic knowledge processes that can be distinguished:
Locating/Capturing, Sharing/Transferring, Creating and Applying; as shown
in figure 2, instead of a sequential process, it is an interactive process where
the application of knowledge takes the central role.
Literature Review

3. Individual Competences
Cheetham and Chivers (1996, 1998) developed a professional competences
model and argued that the meta-competences should includes communication,
self development, creativity, analysis, problem solving, mental agility and
reflection. Cheetham and Chivers (1998) claimed that this model has been
tested with 20 different professionals. Their work has influenced a lot of
scholars/researchers’ work in competence studies e.g. Jackson ‘s (1998)
teacher-scholar research in UK higher education; Boak and Coolican’s (2001)
research in area managers in a large UK fashion retail company; Foley et al ‘s
(2004) research in the Scottish workforce in sports and fitness, play and
outdoor sectors; Watson et al’s (2004) research in managerial competence in
the Scottish visitor attraction sector; Heilmann’s (2007) research in middle
management in the Finnish information and communication technology sector
and the paper business sector and Hashim’s (2008) research involving
Malaysian managers.
Literature Review

4. Organisation competences
Frameworks for measuring the competences of organization are very mature
and one of the models highly relevant to knowledge organization is the
Organizational IQ (OIQ) framework proposed by Mendelson and Ziegler
(1999). Previous research by Mendelson and Ziegler showed that the OIQ is
positively correlated to the firm’s performance. The OIQ framework consists
of five key indicators namely (1) External Information Awareness , (2)
Internal Knowledge Dissemination , (3) Effective Decision Architecture , (4)
Organizational Focus and (5) Information-Age Business Network (IBN).
Ziegler (2008) enhanced the framework to replace the IBN by Continue
Innovation (CI).
Theoretical Framework




                            H5
                        (H5a – H5g)
                                        4   g)
                                       H H4
                                          –
                                        4a
                                      (H
Research Design

Quantitative Approach
    Online Survey - Questionnaire
    Target respondents:
       Knowledge Management Participants
          KM Associations, KM Societies & KM Interest Groups
    Total Valid Samples : 206
    Data Analysis
      Statistical Analysis (Factor Analysis, Descriptive
      Analysis, Simple Regression, SEM)
      Tools: SPSS & AMOS
Research Findings
Respondent’s Profile                            Living Locations

                                                Oceania   Africa
   Living Locations                              4.1%     4.1%


      Africa: 4.1%
      Americas: 36%                  Americas                       Asia
                                      36.0%                        35.5%

      Asia: 35.5%
      Europe: 20.3%
      Oceania: 4.1%
                                                      Europe
                                                      20.3%

   Stage of Adoption (Roger, 1962)
      Knowledge Stage: 23.9%
      Persuasion Stage: 5%
      Decision Stage: 8%
      Implementation Stage: 28.2%
      Confirmation Stage: 21.6%
Hypotheses

Main Hypotheses

H1. PKM skills are playing important roles in the KM Cycle

H2. PKM can benefit both individuals and organizations

H3. The values of PKM for individuals are positively
   correlated to the roles of PKM skills in the KM process.

H4. The values of PKM for organizations are positively
   correlated to the roles of PKM skills in the KM process.

H5. The values of PKM for individuals are positively
   correlated to the values of PKM for the organization.
H1: PKM skills are playing important roles in the KM Cycle

Roles of PKM in KM Processes
   5 Point Likert-Scale Used
   1 = Less Important, 2=Somewhat Important, 3 = Important, 4=Very
   Important, 5=Critical
   All seven PKM Skills are playing important roles in KM Processes

                                      Roles of PKM in KM Cycle

                                           Retrieving (PKM1)
                                                 5

                                                4
                Securing (PKM7)                                         Evaluating (PKM2)
                                                3

                                                2

                                                1

                                                0

          Presenting (PKM6)                                                  Organising (PKM3)




                   Collaborating (PKM5)                         Analysing (PKM4)


                        Locate / Capture       Create          Share / Transfer    Apply
H2. PKM can benefit both individuals and organizations

Values of PKM for Individuals
   5 Point Likert-Scale Used
   1 = lowest value, 5 = highest value
   All seven PKM Skills scored > 3 in all individuals competences
                               Values of PKM for Individuals
                                                                                           ICOMC :
                                   Retrieving (PKM1)
                                         5                                                 Communication
                                                                                           Competence
                                           4
                                                                                           ICREC: Creativity
         Securing (PKM7)                                       Evaluating (PKM2)
                                           3                                               Competence
                                           2                                               IPBSC: Problem
                                                                                           Solving Competence
                                           1
                                                                                           ILSDC: Learning / Self
                                           0                                               Development
                                                                                           Competence
   Presenting (PKM6)                                               Organising (PKM3)
                                                                                           IMEAC: Mental
                                                                                           Agility Competence
                                                                                           IANAC: Analysis
                                                                                           Competence
            Collaborating (PKM5)                       Analysing (PKM4)                    IREFC: Reflecting
                                                                                           Competence
         ICOMC         ICREC       IPBSC       ILSDC      IMEAC       IANAC        IREFC
H2. PKM can benefit both individuals and organizations

Values of PKM for Organisations
   5 Point Likert-Scale Used
   1 = lowest value, 5 = highest value
   All seven PKM Skills scored > 3 in all organisations competences
                          Values of PKM for Organisations

                                  Retrieving (PKM1)
                                                                                     OEIAC: External
                                        5                                            Information Awareness
                                                                                     Competence
                                       4
                                                                                     OIKDC: Internal
        Securing (PKM7)                3                     Evaluating (PKM2)       Knowledge
                                                                                     Dissimilation
                                       2
                                                                                     Competence
                                       1                                             OEDMC: Effective
                                       0
                                                                                     Decision Making
                                                                                     Competence
  Presenting (PKM6)                                              Organising (PKM3)   OORFC: Organisation
                                                                                     Focus Competence
                                                                                     OCOIC: Continuous
                                                                                     Innovation
                                                                                     Competence
           Collaborating (PKM5)                       Analysing (PKM4)


                 OEIAC       OIKDC         OEDMC         OORFC           OCOIC
H3. The values of PKM for individuals are positively
                 correlated to the roles of PKM skills in the KM process.




The results indicated that the PKM values for individuals (IVPKM1 to IVPKM7) are
significantly predicted by the roles of PKM (RPKM1 to RPKM7). 54.2% of IVPKM1 is
explained by RPKM1 (R2=.542, p<0.001); 56.9% of IVPKM2 is explained by RPKM2 (R2=.569,
p<0.001); 49.5% of IVPKM3 is explained by RPKM3 (R2=.495, p<0.001); 51.3% of IVPKM4 is
explained by RPKM4 (R2=.513, p<0.001); 49% of IVPKM5 is explained by RPKM5 (R2=.490,
p<0.001); 30% of IVPKM6 is explained by RPKM6 (R2=.300, p<0.001); and 57.7% of IVPKM7 is
explained by RPKM7 (R2=.577, p<0.001). It indicates that there are positive correlations between
the roles of PKM and the values of PKM for individuals; therefore, this hypothesis is
substantiated.
H4. The values of PKM for organizations are positively
                 correlated to the roles of PKM skills in the KM process




The results indicated that the PKM values for organizations (OVPKM1 to OVPKM7) are
significantly predicted by the roles of PKM (RPKM1 to RPKM7). 49.4% of OVPKM1 is
explained by RPKM1 (R2=.494, p<0.001); 55% of OVPKM2 is explained by RPKM2 (R2=.550,
p<0.001); 49.5% of OVPKM3 is explained by RPKM3 (R2=.495, p<0.001); 52.1% of OVPKM4 is
explained by RPKM4 (R2=.521, p<0.001); 32% of OVPKM5 is explained by RPKM5 (R2=.320,
p<0.001); 24.2% of OVPKM6 is explained by RPKM6 (R2=.242, p<0.001); and 44.8% of
OVPKM7 is explained by RPKM7 (R2=.448, p<0.001). It indicates that there are positive
correlations between the roles of PKM and the values of PKM for organizations; therefore, this
hypothesis is substantiated.
H5. The values of PKM for individuals are positively
                 correlated to the values of PKM for the organization.




The results indicated that the PKM values for organizations (OVPKM1 to OVPKM7) are
significantly predicted by the PKM values for individuals IVPKM (IVPKM1 to IVPKM7).
60.6% of OVPKM1 is explained by IVPKM1 (R2=.606, p<0.001); 63.2% of OVPKM2 is explained
by IVPKM2 (R2=.632, p<0.001); 54.5% of OVPKM3 is explained by IVPKM3 (R2=.545, p<0.001);
61.4% of OVPKM4 is explained by IVPKM4 (R2=.614, p<0.001); 49.9% of OVPKM5 is explained
by IVPKM5 (R2=.499, p<0.001); 35.5% of OVPKM6 is explained by IVPKM6 (R2=.355, p<0.001);
and 63.9% of OVPKM7 is explained by IVPKM7 (R2=.639, p<0.001). It indicates that there are
positive correlations between the PKM values for individuals and the PKM values for organizations;
therefore, this hypothesis is substantiated.
Hypotheses Results

Main Hypotheses                                                Results

H1. PKM skills are playing important roles in the KM Cycle    Supported

H2. PKM can benefit both individuals and organizations        Supported

H3. The values of PKM for individuals are positively          Supported
   correlated to the roles of PKM skills in the KM process.

H4. The values of PKM for organizations are positively        Supported
   correlated to the roles of PKM skills in the KM process.

H5. The values of PKM for individuals are positively          Supported
   correlated to the values of PKM for the organization.
SEM Model
SEM Model: The Roles and Values of
PKM                            IVPKM is positively
                                        correlated to R_PKM
                                        OV_PKM is
                                        positively correlated
                                        to R_PKM and
                                        IV_PKM
                                        IV_PKM is important
                                        in contributing to
                                        OV_PKM




                                 CMIN/DF= 1.774
                                 CFI = 0.977
                                 IFI = 0.978
                                 NFI = 0.965
                                 RMESA=0.061
Conclusion

The research findings provide empirical evidence for the
PKM Framework by Avery et al. (2001)
Personal Knowledge Management plays important roles
in KM Processes
Personal Knowledge Management contributes to
individuals’ competences
Personal Knowledge Management contributes to an
organisation’s competences
The values of PKM for individuals directly affect the
values of PKM for an organisation. Individual knowledge
workers are key agents for organisational learning
(Argyris & Schon 1978)
Contact Information




If you have any question, please feel free to
 contact Ricky at rcheong852@gmail.com

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Pkm research report april 2010

  • 1. Research Report The Roles and Values of Personal Knowledge Management Supervisor: Professor Eric Tsui Researcher: Ricky Cheong Date: April 2010
  • 2. Introduction Many thanks for all of you have participated in the PKM Survey This report provides a brief background about this research and summary of the research findings
  • 3. Research Objective The objective of this research is to explore the Roles and Values of Personal Knowledge Management. The following research questions were defined. RQ1: What are the roles of PKM in Knowledge Management Process? RQ2: What are the values of PKM for individuals and organisations? RQ3: Is there any correlation between the roles of PKM in KM Processes and the values of PKM for individuals and organisations? RQ4: Is there any correlation between the values of PKM for individuals and the values of PKM for organisations?
  • 4. Literature Review 1. Personal Knowledge Management Frand and Hixon (1999) defined Personal Knowledge Management (PKM) as a system designed by individuals for their own personal use. It was initially geared toward the MBA students at the Anderson School of UCLA. They are trained in KM principles and use computers as tools for searching/finding, categorizing/classifying, naming things/making distinctions, evaluating/assessing, and integrating or relating. Avery et al. (2001) defined PKM as an overall structured process for intentionally managing information and turning it into useful knowledge. There are 7 skills in their proposed PKM framework which are for (1) Retrieving information; (2) Evaluating information; (3) Organizing information; (4) Collaborating around information; (5) Analysing information; (6) Presenting information; and (7) Securing information.
  • 5. Literature Review 1. Personal Knowledge Management (Cont.) Efimova (2005) argued that PKM is an interactive process between individuals, other people and ideas. This is an approach which focuses on supporting knowledge worker productivity by taking an active perspective in studying their work. Wright (2005) mentioned that while PKM was primarily an unconscious process and occurred naturally, it was more than personal. Martin (2008) argued that PKM is knowing what knowledge we have and how we can organize it, mobilize it and use it to accomplish our goal, and how we can continue to create knowledge.
  • 6. Literature Review 2. Knowledge Management Processes The Knowledge Management Process has been articulated in term of the KM Cycle by many researchers, e.g. Lethbridge (1994), Wiig (1997) and Davenport & Prusak (1998). Furthermore, Schotte (2003) viewed that KM is the cycling process of Use, Provide, Find, Select, Organise, distill, Share and Adapt. Bergeron (2003) argued that KM is the cycle of Create/Acquisition, Modification, Use, Archiving, Transfer, Translation/Repurposing, Access and Disposal. Alfs (2003) and Mertins et al. (2003) stated that it is the cycle comprises of Generating, Storing, Distributing and Applying knowledge which similar to the KM Lifecycle summarized by Seufert et al. (2003) in which there are four generic knowledge processes that can be distinguished: Locating/Capturing, Sharing/Transferring, Creating and Applying; as shown in figure 2, instead of a sequential process, it is an interactive process where the application of knowledge takes the central role.
  • 7. Literature Review 3. Individual Competences Cheetham and Chivers (1996, 1998) developed a professional competences model and argued that the meta-competences should includes communication, self development, creativity, analysis, problem solving, mental agility and reflection. Cheetham and Chivers (1998) claimed that this model has been tested with 20 different professionals. Their work has influenced a lot of scholars/researchers’ work in competence studies e.g. Jackson ‘s (1998) teacher-scholar research in UK higher education; Boak and Coolican’s (2001) research in area managers in a large UK fashion retail company; Foley et al ‘s (2004) research in the Scottish workforce in sports and fitness, play and outdoor sectors; Watson et al’s (2004) research in managerial competence in the Scottish visitor attraction sector; Heilmann’s (2007) research in middle management in the Finnish information and communication technology sector and the paper business sector and Hashim’s (2008) research involving Malaysian managers.
  • 8. Literature Review 4. Organisation competences Frameworks for measuring the competences of organization are very mature and one of the models highly relevant to knowledge organization is the Organizational IQ (OIQ) framework proposed by Mendelson and Ziegler (1999). Previous research by Mendelson and Ziegler showed that the OIQ is positively correlated to the firm’s performance. The OIQ framework consists of five key indicators namely (1) External Information Awareness , (2) Internal Knowledge Dissemination , (3) Effective Decision Architecture , (4) Organizational Focus and (5) Information-Age Business Network (IBN). Ziegler (2008) enhanced the framework to replace the IBN by Continue Innovation (CI).
  • 9. Theoretical Framework H5 (H5a – H5g) 4 g) H H4 – 4a (H
  • 10. Research Design Quantitative Approach Online Survey - Questionnaire Target respondents: Knowledge Management Participants KM Associations, KM Societies & KM Interest Groups Total Valid Samples : 206 Data Analysis Statistical Analysis (Factor Analysis, Descriptive Analysis, Simple Regression, SEM) Tools: SPSS & AMOS
  • 11. Research Findings Respondent’s Profile Living Locations Oceania Africa Living Locations 4.1% 4.1% Africa: 4.1% Americas: 36% Americas Asia 36.0% 35.5% Asia: 35.5% Europe: 20.3% Oceania: 4.1% Europe 20.3% Stage of Adoption (Roger, 1962) Knowledge Stage: 23.9% Persuasion Stage: 5% Decision Stage: 8% Implementation Stage: 28.2% Confirmation Stage: 21.6%
  • 12. Hypotheses Main Hypotheses H1. PKM skills are playing important roles in the KM Cycle H2. PKM can benefit both individuals and organizations H3. The values of PKM for individuals are positively correlated to the roles of PKM skills in the KM process. H4. The values of PKM for organizations are positively correlated to the roles of PKM skills in the KM process. H5. The values of PKM for individuals are positively correlated to the values of PKM for the organization.
  • 13. H1: PKM skills are playing important roles in the KM Cycle Roles of PKM in KM Processes 5 Point Likert-Scale Used 1 = Less Important, 2=Somewhat Important, 3 = Important, 4=Very Important, 5=Critical All seven PKM Skills are playing important roles in KM Processes Roles of PKM in KM Cycle Retrieving (PKM1) 5 4 Securing (PKM7) Evaluating (PKM2) 3 2 1 0 Presenting (PKM6) Organising (PKM3) Collaborating (PKM5) Analysing (PKM4) Locate / Capture Create Share / Transfer Apply
  • 14. H2. PKM can benefit both individuals and organizations Values of PKM for Individuals 5 Point Likert-Scale Used 1 = lowest value, 5 = highest value All seven PKM Skills scored > 3 in all individuals competences Values of PKM for Individuals ICOMC : Retrieving (PKM1) 5 Communication Competence 4 ICREC: Creativity Securing (PKM7) Evaluating (PKM2) 3 Competence 2 IPBSC: Problem Solving Competence 1 ILSDC: Learning / Self 0 Development Competence Presenting (PKM6) Organising (PKM3) IMEAC: Mental Agility Competence IANAC: Analysis Competence Collaborating (PKM5) Analysing (PKM4) IREFC: Reflecting Competence ICOMC ICREC IPBSC ILSDC IMEAC IANAC IREFC
  • 15. H2. PKM can benefit both individuals and organizations Values of PKM for Organisations 5 Point Likert-Scale Used 1 = lowest value, 5 = highest value All seven PKM Skills scored > 3 in all organisations competences Values of PKM for Organisations Retrieving (PKM1) OEIAC: External 5 Information Awareness Competence 4 OIKDC: Internal Securing (PKM7) 3 Evaluating (PKM2) Knowledge Dissimilation 2 Competence 1 OEDMC: Effective 0 Decision Making Competence Presenting (PKM6) Organising (PKM3) OORFC: Organisation Focus Competence OCOIC: Continuous Innovation Competence Collaborating (PKM5) Analysing (PKM4) OEIAC OIKDC OEDMC OORFC OCOIC
  • 16. H3. The values of PKM for individuals are positively correlated to the roles of PKM skills in the KM process. The results indicated that the PKM values for individuals (IVPKM1 to IVPKM7) are significantly predicted by the roles of PKM (RPKM1 to RPKM7). 54.2% of IVPKM1 is explained by RPKM1 (R2=.542, p<0.001); 56.9% of IVPKM2 is explained by RPKM2 (R2=.569, p<0.001); 49.5% of IVPKM3 is explained by RPKM3 (R2=.495, p<0.001); 51.3% of IVPKM4 is explained by RPKM4 (R2=.513, p<0.001); 49% of IVPKM5 is explained by RPKM5 (R2=.490, p<0.001); 30% of IVPKM6 is explained by RPKM6 (R2=.300, p<0.001); and 57.7% of IVPKM7 is explained by RPKM7 (R2=.577, p<0.001). It indicates that there are positive correlations between the roles of PKM and the values of PKM for individuals; therefore, this hypothesis is substantiated.
  • 17. H4. The values of PKM for organizations are positively correlated to the roles of PKM skills in the KM process The results indicated that the PKM values for organizations (OVPKM1 to OVPKM7) are significantly predicted by the roles of PKM (RPKM1 to RPKM7). 49.4% of OVPKM1 is explained by RPKM1 (R2=.494, p<0.001); 55% of OVPKM2 is explained by RPKM2 (R2=.550, p<0.001); 49.5% of OVPKM3 is explained by RPKM3 (R2=.495, p<0.001); 52.1% of OVPKM4 is explained by RPKM4 (R2=.521, p<0.001); 32% of OVPKM5 is explained by RPKM5 (R2=.320, p<0.001); 24.2% of OVPKM6 is explained by RPKM6 (R2=.242, p<0.001); and 44.8% of OVPKM7 is explained by RPKM7 (R2=.448, p<0.001). It indicates that there are positive correlations between the roles of PKM and the values of PKM for organizations; therefore, this hypothesis is substantiated.
  • 18. H5. The values of PKM for individuals are positively correlated to the values of PKM for the organization. The results indicated that the PKM values for organizations (OVPKM1 to OVPKM7) are significantly predicted by the PKM values for individuals IVPKM (IVPKM1 to IVPKM7). 60.6% of OVPKM1 is explained by IVPKM1 (R2=.606, p<0.001); 63.2% of OVPKM2 is explained by IVPKM2 (R2=.632, p<0.001); 54.5% of OVPKM3 is explained by IVPKM3 (R2=.545, p<0.001); 61.4% of OVPKM4 is explained by IVPKM4 (R2=.614, p<0.001); 49.9% of OVPKM5 is explained by IVPKM5 (R2=.499, p<0.001); 35.5% of OVPKM6 is explained by IVPKM6 (R2=.355, p<0.001); and 63.9% of OVPKM7 is explained by IVPKM7 (R2=.639, p<0.001). It indicates that there are positive correlations between the PKM values for individuals and the PKM values for organizations; therefore, this hypothesis is substantiated.
  • 19. Hypotheses Results Main Hypotheses Results H1. PKM skills are playing important roles in the KM Cycle Supported H2. PKM can benefit both individuals and organizations Supported H3. The values of PKM for individuals are positively Supported correlated to the roles of PKM skills in the KM process. H4. The values of PKM for organizations are positively Supported correlated to the roles of PKM skills in the KM process. H5. The values of PKM for individuals are positively Supported correlated to the values of PKM for the organization.
  • 20. SEM Model SEM Model: The Roles and Values of PKM IVPKM is positively correlated to R_PKM OV_PKM is positively correlated to R_PKM and IV_PKM IV_PKM is important in contributing to OV_PKM CMIN/DF= 1.774 CFI = 0.977 IFI = 0.978 NFI = 0.965 RMESA=0.061
  • 21. Conclusion The research findings provide empirical evidence for the PKM Framework by Avery et al. (2001) Personal Knowledge Management plays important roles in KM Processes Personal Knowledge Management contributes to individuals’ competences Personal Knowledge Management contributes to an organisation’s competences The values of PKM for individuals directly affect the values of PKM for an organisation. Individual knowledge workers are key agents for organisational learning (Argyris & Schon 1978)
  • 22. Contact Information If you have any question, please feel free to contact Ricky at rcheong852@gmail.com