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Knowledge Management Practice in
Organizations: The View From Inside
A Panel Discussion by the Authors
February 25, 2014
A Collaborative Effort
• IGI Global requested a book on KM …
• That was not going to happen without some help!
• Six contributors stepped up …to help produce a volume
of practitioner insight gleaned from a combined ~150
years of experience
http://www.igi-global.com/book/knowledge-
management-practice-organizations/90644
Contents:
Preface (Practitioners Speak from Experience) – by Ulla de Stricker (Editor)
1. A Context of Challenges – by Ulla de Stricker
2. Knowledge Culture – by Ulla de Stricker
3. Planning for Knowledge Management: Conducting a Knowledge Assessment
– by Cynthia Shamel
4. Communities in the Workplace – by Connie Crosby
5. Getting Started with Social Media for Knowledge Management – by Connie Crosby
6. Building Smarter Organizations: Culture, Complexity, and Connecting through
Enterprise Social Networks – by Gordon Vala-Webb
7. The Learning Organization – by Deborah Keller
8. Tools for Talking: Conversations are Critical to Knowledge Management
– by Karen Huffman
9. Knowledge Management On Demand: Leveraging External Consulting Expertise
– by Constance Ard and Ulla de Stricker
10: Postscript: Leadership in Knowledge Management – Authors’ Comments
Summation: The Holistic Approach – by Constance Ard
Key Points (Speed Read)
• The book’s chapters look at KM from many
vantage points
• All of them practical in the sense that we have
“been there”
• Our pleasure to share the highlights here
A Context of Challenges
• Whenever professionals talk - be their topic talent
recruitment, customer service, or product
innovation - they are in fact discussing knowledge
management even though the term may never be
uttered.
• Technology was not the answer to the challenge of
harnessing "what the organization knows" and
applying it for efficiencies and strategic advantage.
• The chapter looks at common stresses experienced
in today's organizations - from dealing with email
tsunamis to facing the question "who owns
knowledge management - and who should?"
Challenges
• KM is Intrinsic to Organizations
• External and Internal Information are a Constant
• Information Presence is not the Problem - Volume is
• A Gamut of Other Challenges in KM
– Human nature prevails in the face of common pressures
– Common characteristics of work in contemporary organizations
– Difficulties in ensuring synergies between areas of expertise
– Difficulties for decision makers in funding KM
– Bottom Line: Ownership
Knowledge Culture
• Every organization exhibits a culture made up of the
beliefs and norms guiding day to day behavior.
Culture may or may not be in alignment with senior
management's official pronouncements, formal
operational rules, or the public image an
organization's leaders wish to project.
• Culture may support or undermine discipline in
managing and sharing knowledge. Certain key
characteristics are common for organizations in
which knowledge management is a priority
underpinned by funding and by senior management
rewards for behaviors supporting the use of
knowledge toward overall organizational benefit.
Culture
• Elements of Knowledge Culture: Characteristics of
KM-focused Organizations
– What gets rewarded gets repeated
• Factors Influencing Behavior
– Lost opportunities
– The trap of “good enough”
– Attention to intelligence
Knowledge Culture
• Download the Knowledge Culture chapter at
www.destricker.com
Knowledge Assessments
• The knowledge assessment (audit, survey, study)
offers direct benefit to your company’s bottom line.
• Use the knowledge audit to inform your KM
initiatives
• Look at the knowledge audit as a strategic tool
• Advance corporate goals through the knowledge
audit
Knowledge Assessments
• Minimize the unknown unknowns
Knowledge Assessments
• Use the KA to inform your KM initiatives
– Understand what’s actually going on
– Avoid misplaced energies and resources
• Look at the KA as a strategic tool
– Set priorities within the information center
– Allocate spending
– Feed into the information center’s strategic plan
• Advance corporate goals through the KA
– Align your initiatives with the company’s goals
– Position the information center as a leader in advancing
toward those goals
Knowledge Assessments
• Download the Knowledge Assessments chapter at
http://www.shamelinfo.com
Communities in the Workplace
• Engaged communities may have regular meetings or
conference calls, storytelling, speaker series, discussion
groups, information sharing and content curation,
sharing calendars of events and key dates, polls and
surveys, review of resources and software, thought
leadership, professional development and business
development.
• Benefits of communities can be augmented through
improved engagement of community members,
community management and administration, and
implementation of a subject taxonomy.
Communities in the Workplace
• Benefits and activities
• Management of communities
• Relevance for today’s KM
• Documented knowledge
• Role in mobile work
Social Media for KM
• As social media tools and platforms become more
common inside organizations, KM teams will need to
incorporate them into their toolbox. It is necessary to
learn how they work and how they can be used to be
effective in accomplishing the organization’s knowledge
and information related goals.
• The technology is more difficult to set up; getting buy-in
from senior executives is not always easy; and getting a
sufficiently wide adoption of the tools can be a
challenge if employees are not ready for it. Planning
and change management are needed to encourage
success.
Social Media for KM
• From Web 2.0 to Enterprise Social Networks
• Unlocking knowledge
• Tools and platforms
• Intermediate to long term uses
• Getting started
• Success factors
• Future outlook
Smarter Organizations
• Being a “smart” organization is essential for survival in
this age of hyper-competition, global power shifts, and
technological change.
• There are three matching and inter-linked solutions to
improve knowledge flows: reducing unnecessary
complexity, moving to a collaborative culture, and using
an enterprise social networking (ESN) technology. The
focus of the chapter is a step-by-step approach to
justify, design, measure, and roll out an ESN suite.
Smarter Organizations
• Rise of the need to be smart
• People cost of “dumb” organizations
• The maze-trix problem
• Toward a smart culture (collaborative as opposed to
command-and-control)
• Choosing and introducing an ESN suite
• Change Management
The Learning Organization
• Using reviews of past events as (often expensive)
investments in learning for the future pays off. Learning
barriers are similar to all other barriers to successful
knowledge management and include such obvious
elements as high level ownership and a culture of
valuing the learning every employee can contribute to
the organization's future.
• A key element is the organizational will to learn from
what happened in the past. The After Action Review is
used to illustrate a model for organizational learning.
The Learning Organization
• What is a learning organization?
• Capturing lessons
• Collecting the organization’s knowledge
• Learning from knowledge
• Facilitating collaboration
• The enterprise approach to KM
• Overcoming barriers
Tools for Talking
• The simple act of conversing with colleagues and fellow
members of communities of practice is a powerful
vehicle for exchange of knowledge and for learning.
• Fostering opportunities for productive conversations is
a strategy to consider seriously in enhancing knowledge
transfer among individuals.
• Tools for enhancing the effectiveness of conversations -
in person and virtually - are described: unconferences,
mind mapping, and real-time collaboration tools.
Tools for Talking
• Conversations are critical and change is inevitable
• Unconferences
• Mind maps
• Pecha Kucha (peh-chak-cha)
• Audio conferencing
• Web conferencing and online meetings
• Virtual communities
• Blueprint for success
KM on Demand:
Leveraging Consultants
• In some organizations, certain aspects of KM (typically
large projects) are outsourced to global consulting
firms. In others - often smaller entities - it may be
supported by one-time or occasional consulting
assistance to diagnose requirements, recommend
solutions, and perhaps guide implementation.
• The chapter explores the business model, value
proposition, and success factors in "purchasing in"
consultants who bring to bear their experience and
expertise from many other engagements.
KM on Demand:
Leveraging Consultants
• The psychology of purchasing expertise
• Management and staff perspectives
• Short term expense for long term gain
• The partnership model
• Success factors in leveraging external expertise:
Manage the process well
Leadership in KM
• Four of the book's contributors comment on their
experience of leadership in the field of knowledge
management.
• Due to the intrinsic nature of the discipline and due to
the ways in which knowledge management manifests in
organizations, leadership in KM requires a wide range
of soft skills and considerable finesse.
It May not Feel Natural
• But enthusiasm goes a long way!
Leadership in KM
• Advice to a new KM leader: Run!
• The future of KM leadership
• Becoming a thought leader
• What constitutes leadership in KM?
Real Life KM
Let’s Talk
• Click on the book image at
• www.destricker.com
• for links to the authors

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Knowledge Management Practice in Organizations

  • 1. Knowledge Management Practice in Organizations: The View From Inside A Panel Discussion by the Authors February 25, 2014
  • 2. A Collaborative Effort • IGI Global requested a book on KM … • That was not going to happen without some help! • Six contributors stepped up …to help produce a volume of practitioner insight gleaned from a combined ~150 years of experience http://www.igi-global.com/book/knowledge- management-practice-organizations/90644
  • 3. Contents: Preface (Practitioners Speak from Experience) – by Ulla de Stricker (Editor) 1. A Context of Challenges – by Ulla de Stricker 2. Knowledge Culture – by Ulla de Stricker 3. Planning for Knowledge Management: Conducting a Knowledge Assessment – by Cynthia Shamel 4. Communities in the Workplace – by Connie Crosby 5. Getting Started with Social Media for Knowledge Management – by Connie Crosby 6. Building Smarter Organizations: Culture, Complexity, and Connecting through Enterprise Social Networks – by Gordon Vala-Webb 7. The Learning Organization – by Deborah Keller 8. Tools for Talking: Conversations are Critical to Knowledge Management – by Karen Huffman 9. Knowledge Management On Demand: Leveraging External Consulting Expertise – by Constance Ard and Ulla de Stricker 10: Postscript: Leadership in Knowledge Management – Authors’ Comments Summation: The Holistic Approach – by Constance Ard
  • 4. Key Points (Speed Read) • The book’s chapters look at KM from many vantage points • All of them practical in the sense that we have “been there” • Our pleasure to share the highlights here
  • 5. A Context of Challenges • Whenever professionals talk - be their topic talent recruitment, customer service, or product innovation - they are in fact discussing knowledge management even though the term may never be uttered. • Technology was not the answer to the challenge of harnessing "what the organization knows" and applying it for efficiencies and strategic advantage. • The chapter looks at common stresses experienced in today's organizations - from dealing with email tsunamis to facing the question "who owns knowledge management - and who should?"
  • 6.
  • 7. Challenges • KM is Intrinsic to Organizations • External and Internal Information are a Constant • Information Presence is not the Problem - Volume is • A Gamut of Other Challenges in KM – Human nature prevails in the face of common pressures – Common characteristics of work in contemporary organizations – Difficulties in ensuring synergies between areas of expertise – Difficulties for decision makers in funding KM – Bottom Line: Ownership
  • 8. Knowledge Culture • Every organization exhibits a culture made up of the beliefs and norms guiding day to day behavior. Culture may or may not be in alignment with senior management's official pronouncements, formal operational rules, or the public image an organization's leaders wish to project. • Culture may support or undermine discipline in managing and sharing knowledge. Certain key characteristics are common for organizations in which knowledge management is a priority underpinned by funding and by senior management rewards for behaviors supporting the use of knowledge toward overall organizational benefit.
  • 9.
  • 10. Culture • Elements of Knowledge Culture: Characteristics of KM-focused Organizations – What gets rewarded gets repeated • Factors Influencing Behavior – Lost opportunities – The trap of “good enough” – Attention to intelligence
  • 11. Knowledge Culture • Download the Knowledge Culture chapter at www.destricker.com
  • 12. Knowledge Assessments • The knowledge assessment (audit, survey, study) offers direct benefit to your company’s bottom line. • Use the knowledge audit to inform your KM initiatives • Look at the knowledge audit as a strategic tool • Advance corporate goals through the knowledge audit
  • 13. Knowledge Assessments • Minimize the unknown unknowns
  • 14. Knowledge Assessments • Use the KA to inform your KM initiatives – Understand what’s actually going on – Avoid misplaced energies and resources • Look at the KA as a strategic tool – Set priorities within the information center – Allocate spending – Feed into the information center’s strategic plan • Advance corporate goals through the KA – Align your initiatives with the company’s goals – Position the information center as a leader in advancing toward those goals
  • 15. Knowledge Assessments • Download the Knowledge Assessments chapter at http://www.shamelinfo.com
  • 16. Communities in the Workplace • Engaged communities may have regular meetings or conference calls, storytelling, speaker series, discussion groups, information sharing and content curation, sharing calendars of events and key dates, polls and surveys, review of resources and software, thought leadership, professional development and business development. • Benefits of communities can be augmented through improved engagement of community members, community management and administration, and implementation of a subject taxonomy.
  • 17. Communities in the Workplace • Benefits and activities • Management of communities • Relevance for today’s KM • Documented knowledge • Role in mobile work
  • 18.
  • 19. Social Media for KM • As social media tools and platforms become more common inside organizations, KM teams will need to incorporate them into their toolbox. It is necessary to learn how they work and how they can be used to be effective in accomplishing the organization’s knowledge and information related goals. • The technology is more difficult to set up; getting buy-in from senior executives is not always easy; and getting a sufficiently wide adoption of the tools can be a challenge if employees are not ready for it. Planning and change management are needed to encourage success.
  • 20. Social Media for KM • From Web 2.0 to Enterprise Social Networks • Unlocking knowledge • Tools and platforms • Intermediate to long term uses • Getting started • Success factors • Future outlook
  • 21. Smarter Organizations • Being a “smart” organization is essential for survival in this age of hyper-competition, global power shifts, and technological change. • There are three matching and inter-linked solutions to improve knowledge flows: reducing unnecessary complexity, moving to a collaborative culture, and using an enterprise social networking (ESN) technology. The focus of the chapter is a step-by-step approach to justify, design, measure, and roll out an ESN suite.
  • 22.
  • 23. Smarter Organizations • Rise of the need to be smart • People cost of “dumb” organizations • The maze-trix problem • Toward a smart culture (collaborative as opposed to command-and-control) • Choosing and introducing an ESN suite • Change Management
  • 24. The Learning Organization • Using reviews of past events as (often expensive) investments in learning for the future pays off. Learning barriers are similar to all other barriers to successful knowledge management and include such obvious elements as high level ownership and a culture of valuing the learning every employee can contribute to the organization's future. • A key element is the organizational will to learn from what happened in the past. The After Action Review is used to illustrate a model for organizational learning.
  • 25.
  • 26. The Learning Organization • What is a learning organization? • Capturing lessons • Collecting the organization’s knowledge • Learning from knowledge • Facilitating collaboration • The enterprise approach to KM • Overcoming barriers
  • 27. Tools for Talking • The simple act of conversing with colleagues and fellow members of communities of practice is a powerful vehicle for exchange of knowledge and for learning. • Fostering opportunities for productive conversations is a strategy to consider seriously in enhancing knowledge transfer among individuals. • Tools for enhancing the effectiveness of conversations - in person and virtually - are described: unconferences, mind mapping, and real-time collaboration tools.
  • 28.
  • 29. Tools for Talking • Conversations are critical and change is inevitable • Unconferences • Mind maps • Pecha Kucha (peh-chak-cha) • Audio conferencing • Web conferencing and online meetings • Virtual communities • Blueprint for success
  • 30. KM on Demand: Leveraging Consultants • In some organizations, certain aspects of KM (typically large projects) are outsourced to global consulting firms. In others - often smaller entities - it may be supported by one-time or occasional consulting assistance to diagnose requirements, recommend solutions, and perhaps guide implementation. • The chapter explores the business model, value proposition, and success factors in "purchasing in" consultants who bring to bear their experience and expertise from many other engagements.
  • 31. KM on Demand: Leveraging Consultants • The psychology of purchasing expertise • Management and staff perspectives • Short term expense for long term gain • The partnership model • Success factors in leveraging external expertise: Manage the process well
  • 32. Leadership in KM • Four of the book's contributors comment on their experience of leadership in the field of knowledge management. • Due to the intrinsic nature of the discipline and due to the ways in which knowledge management manifests in organizations, leadership in KM requires a wide range of soft skills and considerable finesse.
  • 33. It May not Feel Natural • But enthusiasm goes a long way!
  • 34. Leadership in KM • Advice to a new KM leader: Run! • The future of KM leadership • Becoming a thought leader • What constitutes leadership in KM?
  • 36. Let’s Talk • Click on the book image at • www.destricker.com • for links to the authors

Editor's Notes

  1. Speaker: Cindy Shamel In Chapter 3 I used the phrase “knowledge assessment” in the broadest sense to include any initiative intended to learn more about how an organization acquires, shares, stores, finds, or uses knowledge. The chapter offers background and history for studies like this. It also includes the steps required for a full audit an the possible missteps or pitfalls you want to avoid. I tried throughout to provide anonymized examples from actual projects to illustrate each point. They are pulled out into boxes and labeled “Theory in practice”. The main thing I want to share with you today is the fact that a knowledge audit can directly benefit your company’s bottom line. The knowledge audit feeds into tall KM initiatives, it is a strategic tool, and it can help you focus your resources on advancing corporate goals.
  2. Speaker: Cindy Shamel The word cloud is one relatively low tech way to analyze what knowledge workers are thinking about. This word cloud comes from the book. I created it using the notes gathered in over 85 knowledge audit interviews. The image reflects a concern for people, teams, resources, needs, sharing, and of course information and data. This is one of many analytical tools described as a means to understand the knowledge worker.
  3. Speaker: Cindy Shamel The knowledge assessment provides an opportunity to understand what’s actually going on in your company and to avoid misplaced energies and resources. Knowledge assessment findings never fail to surprise, and you’ll see some good examples of this in the book. Look at the knowledge assessment as a strategic tool. Use it to set priorities, allocate spending, and inform the information cetner’s strategic plan. Use the knowledge assessment to advance corporate goals. Align your initiative with the company’s goals, manage expectations, and demonstrate leadership.
  4. Speaker: Cindy Shamel A complimentary copy of Chapter 3 – Planning for Knowledge Management: Conducting a Knowledge Assessment – can be downloaded from the author’s website.