This document discusses a joint research project between Straits Knowledge in Singapore and Innotecture in Sydney to study how organizations manage expertise. The researchers are using narrative collection, workshops, and an online survey to understand challenges around expertise. Over 180 stories have been collected on the project blog. Workshops have been held in several countries. The survey has received 132 responses so far from knowledge management and related fields. Typologies of expertise and challenges in retaining expertise are presented.

1. Using Expertise - The Story So Far Matt Moore Innotecture November 2009

5. Narrative

15. 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

17. Survey

19. How critical is expertise/experience to your organisation's survival? 0 = no importance, 5 = critical.

20. Has a failure to manage or access expertise ever led to an operational failure in your organisation? Please give examples where relevant.

21. Does your organisation have a risk mitigation strategy to protect against loss of experience/expertise?

22. 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

23. Which aspects of expertise are valued in your organisation and how strongly? You only need to choose the relevant ones.

24. Score the importance of the following expertise/experience challenges for a current or previous organisation, 0 = no importance, and 5 = critical importance

25. 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