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Harnessing the benefits of online communities of practice (CoPs)  My experience in an engineering consultancy firm  John Tropea – Hatch Associates Ark group Oct 2009 Perth KM for the Energy, Engineering and Resources Sector connected forums and workshops
Hatch Associates ,[object Object],[object Object],[object Object],[object Object],[object Object]
The issue ,[object Object],Approx 10% of labour costs Employees spend a day a week searching for people and information
The challenge ,[object Object],[object Object],[object Object],[object Object]
All starts with visibility… … dispersed group … no central body … communities…adding value … never met or heard of Alex … solutions…others…already solved … reduce overhead
…and participation "I was recently faced with a Materials Handling questions and found the Materials Handling CoP a very powerful resource. When I posted my question in their CoP  over 100 community members received an email informing them that someone needed help. Within minutes I had responses from community members pointing me in the right direction  and using their personal networks to answer my question. This shows the power of a CoP in leveraging off internal resources."   - Justin O’Neill
…and cascades SHARING  requires  TRUST, which is built via  CONVERSATION Key – create conditions for conversation
That was then… ,[object Object],[object Object],[object Object],[object Object],[object Object]
…this is now ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INFORM, CONSULT  GUIDE, SUPPORT
Social tools are different ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
If I could go back in time… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Beware of shiny new toys ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enables the sweet spot ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Physical space doesn’t scale ,[object Object],[object Object],[object Object],[object Object],[object Object],"An engineer in Mississauga may be stuck on a conveyor design task, and isn't aware that a bulk materials handling specialist in Brisbane has the know how to help them out“
The current survival tool ,[object Object],[object Object],[object Object],[object Object],[object Object],Need to make these exceptions visible  in order to cope and adapt in a more productive and effective way
The NEW survival tools for…. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],one-to-many and many-to-many communication
Work is already social ,[object Object],[object Object],[object Object],[object Object]
Amplify offline behaviour ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Context & Connect ,[object Object]
Just-in-time vs Just-in-case Will I search a database? Will I ask people (CoPs)? PEOPLE (Community of Practice) Quick, Referrals, Re-frame to your context, Peripheral information MACHINE (database)   Not quick, Assumes shared context, May not exist, May be outdated Into procedures, as common practice, or complementary wiki pages (workarounds, informal practices) Formal answer in database Answer is new information Subscribers learn as it happens Facilitator to feedback integral new information Answer  exists  in CoP First ask people in the Community of Practice (CoP) Person may point: to an existing answer or a useful bit in the database, or within the CoP itself where the raw contextual information lives An answer to the question may create new information If worth capturing as a new common practice, then put that information into the database (with links back to the raw CoP content eg forum post, and vice versa) If it’s new insight into existing information, forum thread is resurrected, and then update common practice New information can even be fed back into procedures Perhaps procedures need a complementary wiki to list workarounds for different contexts SENSE-MAKING  MODEL
Just-in-time vs Just-in-case Member to share information, lessons, experience, tips Will I share it in the CoP,  as it happens? Eg Blog, wiki Asked to codify what I know  into a database! MACHINE (database)   Conscripted (resisted),  What’s in it for me, Hoarding knowledge is power, Will it be seen or used, Time intensive, Expensive exercise, Lose context/content, Need triggers for context, Outdates quickly PEOPLE (Community of Practice) On my own terms (engaged), Recognised, Intrinsic motivation, Sharing is power, Comment feedback (may generate new information), Subscribers learn as it happens, Have impact, Feel ownership and connected, As it happens agility, Adapt to uncertainty, Get to know people, Easy-to-use tools, Audience Capturing knowledge that matters (and creating new knowledge) as it happens; rather than stock piling knowledge just in case Facilitator to feedback integral new information Into procedures, as common practice, or complementary wiki pages (workarounds, informal practices) Promotes collaborative (engaged), rather than competitive workforce SENSE-MAKING  MODEL
Social Productivity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Communities of Practice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SOURCE  http://snipr.com/3295d
Components SOURCE Etienne Wenger Domain Community Practice Participation Sponsorship Support Nurture People (Members) – Relationship, Learning Body of knowledge - Technical, Role, Issue based CoPs Stories, toolkit, Good practices
Types of CoPs Improvement   - Improve a process    or strategy Helping   - Troubleshoot, Support,    Problem solve Innovation   - Diversity, new ideas    and approaches Common topics   - Cross-functional    common knowledge
CoPs vs Networks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CoPs vs Teams The online tools don’t  define  how the group operates  (many teams are using CoPs) Encourage participation Trust Required participation High interdependency  Participation Facilitator Manager Manage Informal roles Defined roles  Members Learning/Sharing Ad-hoc Emergence Tasks Processes Outcomes Purpose Community of Practice Team/Task  
Organisational groups SOURCE Etienne Wenger Develop knowledge Learning together Community Form relationships Connected to Networks Execute tasks Working on Team Shape organisation Report to BU
More than CoPs ,[object Object],Cross-functional (Task/Fix a process) Office Security Matrix Team (Task) Upgrade to a new software release Team (Communicate, Troubleshoot, Share & Learn) Document Management Role-based Project Managers Crowdsource (Ideas/Feedback) Execution Technology Ideas Communicate/Support (General/Group) Design tools New initiatives/Pilots Project Lifecycle Process Office site/Events Brisbane Office Special Interest Bicycle Users Group
What’s in it for me? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The value of working together SOURCE Etienne Wenger Strategic capabilities Keeping abreast Innovation Retention of talents New strategies Problem Solving Time saving Knowledge sharing Synergies across business units Reuse of business resources ORGANISATION Personal development Reputation Professional identity Network Marketability Help with challenges Access to expertise Confidence Fun with colleagues Meaningful work MEMBERS LONG-TERM VALUE SHORT-TERM VALUE
I create online spaces, not CoPs! ,[object Object],[object Object],[object Object],[object Object],[object Object],The manager who thought he  could create a community Appoint leader Select members Select topic Select name Select outcomes Congratulations!  Create an instant community √ √ √ √ √ “ If a community has value it will form  and the technology now allows that.”   - David Snowden ,[object Object],[object Object],[object Object],[object Object]
A website alone is not a community ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
It’s about the group, not the topic ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Don’t need network effects  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What does a member mean online? ,[object Object],[object Object],[object Object],“ There’s really only one rule for community as far as I’m concerned, and it’s this – in order to call some gathering of people a ‘community’, it is a requirement that if you’re a member of the community, and  one day you stop showing up, people will come looking for you  to see where you went” - Adam Fields ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
There is no average contributor ,[object Object],[object Object],SOURCE  http://bit.ly/12S2ll Tip! Nurture those who are already contributing
The low down on participation Design (intuitive / stickiness) Frequency of content Email interaction / bookmarklet Peer to peer influence Champions / Role models Viral approach Post, and send link Attract comments Re-purposing email Hand-holding Raids / Barnraising In-the-flow Feedback (Reputation/Recognition) Group building Confidence/Comfort/Safe Trust Relationships (Give and Take)  Personal relevancy
Activities you can try are… Offline to online Member Intros Lounge forum Blog carnival Polls Guest posts Coffee Corner/Fill in the gap Member of the month Weekly roundup Personal stories People travelling Blog columns Engaging media (video) Email signature Newsletter CoP link love  Events Portal
Seed, feed, and weed SOURCE  http://bit.ly/193dxQ Garden Design Communicate Welcome Assist Support Prompt Correct Guides Promote Re-purpose Suggestions Feedback Congratulate Barnraise Monitor Listen Personal needs Subscribe Specialise
Subscribe, Listen, Facilitate It's of utmost importance that a Community Manager is subscribed to every blog and forum in every community. “ ...next time you should blog this, and then send people the link Reason being is you are sending a signal to the people in this email to use email rather than the CoP when sharing links...this becomes amplified since we are role-models” “ When sharing links, if you have time, it's a good idea to review the article and add your opinion. People will react to your review, especially if you have an opinion...this could lead to a comments discussion” “ This sounds more like a blog post (announcement) rather than a forum topic (question/discussion)…” “ A quick tip - spoil your subscribers by including a link to what you are talking about”
Global Village… answers, ideas, diversity An idea was posted about a database that would identify what training you required for your role   A question was asked about plotting and printing errors The IT CoP ran an ideas program in a forum ,[object Object],Within a month they got close to 500 contributions A person in another team, on the other side of the world, informed that such a database is in the works and referred to the person responsible Within the same hour there were  four replies around the globe Ideas were sorted into various forums, run by champions to bring some of these into fruition
Global Village… sharing, serendipity   A forum request was made in the Machine Design CoP for examples of designs done by Hatch to show a supplier It’s great to see what others are doing What 3D printer was used for the image in the wikipage, we want to purchase one  Great timing, a supplier created that print-out for free and is visiting tomorrow  How many people have clients who would want these 3D print outs to help justify a ROI in buying one It turns out that a CoP administrator came across this forum topic and emailed about an open source product rather than spending $60,000  Hey, lets use a wiki
Global Village… connect, collaborate, cooperate A Mechanical Lead in Canada emailed the designers in his group to review a Plant Layout Design Criteria A reviewer informed him of the Plant Layout CoP As a visitor the lead is able to Ask-A-Question in this CoP He says he would like his team to get involved in the Hatch Standard Layout Design Criteria ,[object Object]
My Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
First things first ,[object Object],If not… Are you wanting to grow a community?   ,[object Object],[object Object],[object Object],[object Object],[object Object]
Key Ingredients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Stuff to think about 90% relevant to a random member Your own place and identity (rather than buried) Visible in the directory Local vs Global Community indicators The community leader must approach us “ I am a…” test Broad communities as a fertile ground Crowdsource a community
A workshop ensures… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s our orientation?
A Pilot ensures… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Living and breathing SOURCE  http://bit.ly/4ypMEo
Time for a health check
Homepage
Information Desk
Facilitators Community
This is a waste of time Buy in Case studies Investment is cheap IT rogues vs more secure Flow is the new edge Do you want to…  … know what the employees think and feel? … have employees connected? … attract new talent? … retain what we know? Value Metrics (Heartbeat) Anecdotes Improved a process Hard to measure conversations,  emergence, opportunities ,[object Object],[object Object],[object Object],[object Object]
What’s next? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Connect ,[object Object],[object Object],[object Object],[object Object]
Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Harnessing the benefits of online communities of practice (CoPs)

  • 1. Harnessing the benefits of online communities of practice (CoPs) My experience in an engineering consultancy firm John Tropea – Hatch Associates Ark group Oct 2009 Perth KM for the Energy, Engineering and Resources Sector connected forums and workshops
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  • 5. All starts with visibility… … dispersed group … no central body … communities…adding value … never met or heard of Alex … solutions…others…already solved … reduce overhead
  • 6. …and participation "I was recently faced with a Materials Handling questions and found the Materials Handling CoP a very powerful resource. When I posted my question in their CoP over 100 community members received an email informing them that someone needed help. Within minutes I had responses from community members pointing me in the right direction and using their personal networks to answer my question. This shows the power of a CoP in leveraging off internal resources." - Justin O’Neill
  • 7. …and cascades SHARING requires TRUST, which is built via CONVERSATION Key – create conditions for conversation
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  • 20. Just-in-time vs Just-in-case Will I search a database? Will I ask people (CoPs)? PEOPLE (Community of Practice) Quick, Referrals, Re-frame to your context, Peripheral information MACHINE (database) Not quick, Assumes shared context, May not exist, May be outdated Into procedures, as common practice, or complementary wiki pages (workarounds, informal practices) Formal answer in database Answer is new information Subscribers learn as it happens Facilitator to feedback integral new information Answer exists in CoP First ask people in the Community of Practice (CoP) Person may point: to an existing answer or a useful bit in the database, or within the CoP itself where the raw contextual information lives An answer to the question may create new information If worth capturing as a new common practice, then put that information into the database (with links back to the raw CoP content eg forum post, and vice versa) If it’s new insight into existing information, forum thread is resurrected, and then update common practice New information can even be fed back into procedures Perhaps procedures need a complementary wiki to list workarounds for different contexts SENSE-MAKING MODEL
  • 21. Just-in-time vs Just-in-case Member to share information, lessons, experience, tips Will I share it in the CoP, as it happens? Eg Blog, wiki Asked to codify what I know into a database! MACHINE (database) Conscripted (resisted), What’s in it for me, Hoarding knowledge is power, Will it be seen or used, Time intensive, Expensive exercise, Lose context/content, Need triggers for context, Outdates quickly PEOPLE (Community of Practice) On my own terms (engaged), Recognised, Intrinsic motivation, Sharing is power, Comment feedback (may generate new information), Subscribers learn as it happens, Have impact, Feel ownership and connected, As it happens agility, Adapt to uncertainty, Get to know people, Easy-to-use tools, Audience Capturing knowledge that matters (and creating new knowledge) as it happens; rather than stock piling knowledge just in case Facilitator to feedback integral new information Into procedures, as common practice, or complementary wiki pages (workarounds, informal practices) Promotes collaborative (engaged), rather than competitive workforce SENSE-MAKING MODEL
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  • 24. Components SOURCE Etienne Wenger Domain Community Practice Participation Sponsorship Support Nurture People (Members) – Relationship, Learning Body of knowledge - Technical, Role, Issue based CoPs Stories, toolkit, Good practices
  • 25. Types of CoPs Improvement - Improve a process or strategy Helping - Troubleshoot, Support, Problem solve Innovation - Diversity, new ideas and approaches Common topics - Cross-functional common knowledge
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  • 27. CoPs vs Teams The online tools don’t define how the group operates (many teams are using CoPs) Encourage participation Trust Required participation High interdependency Participation Facilitator Manager Manage Informal roles Defined roles Members Learning/Sharing Ad-hoc Emergence Tasks Processes Outcomes Purpose Community of Practice Team/Task  
  • 28. Organisational groups SOURCE Etienne Wenger Develop knowledge Learning together Community Form relationships Connected to Networks Execute tasks Working on Team Shape organisation Report to BU
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  • 31. The value of working together SOURCE Etienne Wenger Strategic capabilities Keeping abreast Innovation Retention of talents New strategies Problem Solving Time saving Knowledge sharing Synergies across business units Reuse of business resources ORGANISATION Personal development Reputation Professional identity Network Marketability Help with challenges Access to expertise Confidence Fun with colleagues Meaningful work MEMBERS LONG-TERM VALUE SHORT-TERM VALUE
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  • 38. The low down on participation Design (intuitive / stickiness) Frequency of content Email interaction / bookmarklet Peer to peer influence Champions / Role models Viral approach Post, and send link Attract comments Re-purposing email Hand-holding Raids / Barnraising In-the-flow Feedback (Reputation/Recognition) Group building Confidence/Comfort/Safe Trust Relationships (Give and Take) Personal relevancy
  • 39. Activities you can try are… Offline to online Member Intros Lounge forum Blog carnival Polls Guest posts Coffee Corner/Fill in the gap Member of the month Weekly roundup Personal stories People travelling Blog columns Engaging media (video) Email signature Newsletter CoP link love Events Portal
  • 40. Seed, feed, and weed SOURCE http://bit.ly/193dxQ Garden Design Communicate Welcome Assist Support Prompt Correct Guides Promote Re-purpose Suggestions Feedback Congratulate Barnraise Monitor Listen Personal needs Subscribe Specialise
  • 41. Subscribe, Listen, Facilitate It's of utmost importance that a Community Manager is subscribed to every blog and forum in every community. “ ...next time you should blog this, and then send people the link Reason being is you are sending a signal to the people in this email to use email rather than the CoP when sharing links...this becomes amplified since we are role-models” “ When sharing links, if you have time, it's a good idea to review the article and add your opinion. People will react to your review, especially if you have an opinion...this could lead to a comments discussion” “ This sounds more like a blog post (announcement) rather than a forum topic (question/discussion)…” “ A quick tip - spoil your subscribers by including a link to what you are talking about”
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  • 43. Global Village… sharing, serendipity A forum request was made in the Machine Design CoP for examples of designs done by Hatch to show a supplier It’s great to see what others are doing What 3D printer was used for the image in the wikipage, we want to purchase one Great timing, a supplier created that print-out for free and is visiting tomorrow How many people have clients who would want these 3D print outs to help justify a ROI in buying one It turns out that a CoP administrator came across this forum topic and emailed about an open source product rather than spending $60,000 Hey, lets use a wiki
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  • 48. Stuff to think about 90% relevant to a random member Your own place and identity (rather than buried) Visible in the directory Local vs Global Community indicators The community leader must approach us “ I am a…” test Broad communities as a fertile ground Crowdsource a community
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  • 52. Living and breathing SOURCE http://bit.ly/4ypMEo
  • 53. Time for a health check
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