“Anytime, anywhere, any device”: Working smarter in a knowledge world

Last week was fun. A couple of enjoyable dinners, an interesting day at the BSI KM Standards Committee helping to shape the UK’s response to the latest draft of the  emerging ISO KM Standards and a thought provoking day at Quora Consulting’s flagship Smartworking Summit. I will focus on the latter as it impacts the former.

Why are you here?

As I said in answer to that direct question posed to me by one of the speakers during his address:

Because John invited me for which I thank him.  I am also here as the discipline I focus much of my time on (Knowledge Management) relies heavily on the right environment to facilitate the sharing of knowledge. Also as a member of the BSI KM Standards Committee which is looking at ISO standards for KM I am keen to seen something in there that reflects the move towards smarter working.

I coud have added that, following the lead of Professor Clive Holtham and Victoria Ward, I have been banging on for a long while about the importance to Knowledge Management of an effective physical environment, it’s one of the indicators I look for when performing a Knowledge Audit or Assessment at any organisation.

The event:

The very well attended senior level event (of the near 200, 75% were C-Suite Directors) was held near St Paul’s and had as it’s focus in the morning “unlocking the full potential of women at work”.

quora-summit-pmThe afternoon comprised a series of breakout sessions. I went for the “Creating productive workplaces” session facilitated by John Blackwell, Quora’s founder and CEO.

As an aside it was nice to see Euan Semple again who was cofacilitating a round table session that draws on an interesting piece of work he is doing and was entitled “Building Bridges, dismantling siloes”.

Interesting fact of the day from Wednesday’s Smartworking Summit – collectively, the registered delegates interact with over 80 million employees on a daily basis – impressive!

Smartworking in context:

Statistics released by the Department of Work and Pensions and The Office of National Statistics are terrifying for the future of the UK economy which has already seen productivity fall by 17% over the last 10 years. These stuck out:

  • The UK will need to fill 13.5 million job vacancies in the next ten years but only 7 million people will be leaving schools and universities during that same period. And further, 70% of those graduates will be female.

The Summit’s premise was:

“…there are only two realistic ways of plugging this 6.5 million job vacancy shortfall – encourage people to remain in work beyond the conventional retirement age and crucially, attract far more women into the workplace.”

The morning speakers drawn from some of the UK’s largest employers shared their stories.

I liked:

  • The ‘Come Back’ returnee programme for a 12 week period which helps Mums rejoin the organsation after pregnancy leave.
  • The carers work programme wherein flexible working hours (often in chunks of 30-60 minutes) are offered to remote workers who look after those incapable of doing so themselves.
  • The bottom up shadowing programme wherein senior staff are mentored by young employess on the use of Social Media.
  • Anytime, anywhere, any device. The strapline of a programme at a financial services firm who are faciliting a blend of working practices and estimate that 40% of their work will be done flexibly.
  • That Cabinet Office and BSI recently launched a Smart Working Code of Practice.  PAS 3000 gives recommendations for establishing good practice for the implementation of Smart Working, against which organizations can be benchmarked. It covers changes to working practices, culture, working environments and associated technology.
  • The following quotes:

On expecting staff to focus for 8 hours a day: “You can’t leave your life at the door”

On the imposition of a dress code for the office: “How about we trust you to do the right thing?  If you look in the mirror and ask whether you can get away with wearing this it’s probably wrong”

On the need to change mindsets: “What the boss does gets copied”; “It’s great to talk, its better to listen”; and “Climbing the greasy pole to reach the corner office”.

I was surprised by:

The results of Quora’s recent survey.  Here’s what they said:

We have just released our latest research publication titled “Creating today’s workplaces for tomorrow’s talent”. This study engaged with just short of 3,000 people to explore the correlations between productivity, employee engagement and retention, and amongst its stunning findings are;

  • In 1990, 10% of the workforce was over 55.  By 2010 that had risen to 26% and, by 2030 the proportion of workforce over 55 will exceed 50%,
  • Just 21% stated that the impact of changes at their organisation are tracked and measured.
  • Only 33% regard their workplace as optimised for productivity,
  • Less than half trusted their manager to do the ‘right thing’ by them,
  • 66% stated the main reason for leaving their job was because they ‘found their managers dull and boring’.

Among the conclusions are that workplace design needs considerable fresh scrutiny into the productivity impacts of light intensity and spectrum, daylight, sound amplitude and direction, air quality, air temperature, odour, and occupant location and activity, and provision of quiet space.

Lastly, given that the brain takes 30% of all energy input into the body, the provision of nutrition needs a complete rethink.   Considerable attention needs to be given to eating frequent, portion controlled small meals focused on nutritional value.

I am concerned about:

  • The rate of commercial redevelopment that is taking place in London. If the workplace of the future is so uncertain and large organisations are consolidating their sites, making workspace more collaborative and shared, who is going to occupy the offices being developed now?
  • The scarcity of skilled British workers to fill the impending void at a time when the authorities seem to be making it harder for overseas workers to come to the UK.
  • A survey that found only 1:5 believed their leaders would do the right thing.

I took away:

  • The notion that the future cv will evolve from being a list of employers to a list of interesting projects and that 75% of new graduates today are predicted to leave within 2 years due to dull management and an unproductive environment.
  • The revelation that we now have 4 generations working at the same time so personalisation of approach is really important. Generation Rent employees have vastly different value sets from the Baby Boomer employees.
  • The suggestion that the leaders of the future will be Influencers with a focus on outcomes and that some organisations are using Social Network Analysis to identify who they might be.
  • The need to manage nutrition as well as the physical and virtual environment of the workforce. Better nutrition and conditioning = better performance in physical activity so why not in the workplace?the-edge
  • A desire to visit The Edge the greenest most efficient ‘smart’ building in the world when I am in Amsterdam in January. The Edge has proved a big attraction to prospective employees of the building’s tenants who include Deloitte’s.
  • The importance of effective knowledge capture and retention to ensure that, whatever technique is used, knowledge from skilled elders gets passed on.

And finally:

Fast forward two days and I am at Chiswick for the BSI Meeting.  The first person I meet is someone I heard speak a few years back in Amsterdam at SocialNow.

Dana Leeson is a Digital Workplace Architect at BSI helping to transform bsi-spacetheir working practices and environment.  One metric they are using: reduce occupancy levels (from 100% usage of the office by their staff to the mid 70’s).

Theirs reflects similar initiatives across UK government who are reducing the number of buildings they occupy and introducing co-working hubs for many departments.

 

 

Practicing what you preach: when search is not enough for a Knowledge Base

Working independently you often have to solve complicated IT issues rather than calling the IT Help Desk as I did for 25 years when I worked in the City of London. 
A few years back resolving technical IT issues was nigh on impossible without retaining expensive external help. Today with networks, online search and a friendly local services business, its doable albeit time consuming. It does though allow you to experience the trials and tribulations associated with establishing and maintaining an effective Knowledge Base.

The context:

A decade ago I converted from being a PC user to a Mac user.  While I loved the order and structure of Windows Explorer navigation I found that Apple had cracked the user interface and synergy of devices. And it seemed to be less prone to Trojan Viruses.
So once Office for Mac appeared and I could use the tools most clients are familiar with I went the whole hog and over the next few years acquired a MacBook Pro, iMac and iPhone all of which sync seamlessly and have been fairly robust (up until now).
Having a deep distrust of relying purely on search it took me a while to create a navigational structure akin to Microsoft’s Explorer using Apple’s Finder tool but I got there mimicking what I had before on a PC.
Like many I used the folder structure in my Mail server to catalogue and group correspondence.  Mail was configured to mirror the file navigational structure so I thought I was ready for most eventualities..
Evernote and DropBox are the collaboration tools I use for current projects and where everything associated with them is stored. iCloud holds the most important historical contact data, Keychain the passwords and Time Machine which I back up to an external Hard Drive is the safety net for the Knowledge Base I’ve acquired over the past 20 years.

The issue:

A month ago my iMac’s Finder stopped working which meant I had to rely solely on Apple’s search tool Spotlight to find stuff on my Knowledge Base.  Despite a trawl thru various technological sites for a fix no one seemed to know how to get Finder working. Within a day I realised how dependent i’d become on ‘assisted search’

The advice:

Back up the iMac using Time Machine. Wipe it clean. Install the latest operating system (El Capitan) Export all material from the Time Machine back up but create a new profile rather than use the same profile. Should prevent the Finder problem being exported!!!!! All sounded good until I tried to export the data from Time Machine.

The subsidiary Issue:

I created a new profile on the iMac and was able to import most of the data but the majority of files can only be accessed thru my previous user profile which had different permissions. And Time Machine hides Mail folders (doesn’t show in Users>Name>Library>). So I couldn’t export the mailboxes as I’d originally intended to.

I felt I was spiralling down into the depths of uncertainty.

The final solution:

Find another machine, reinstall from Time Machine in my former profile and then save all the data (email/files/photos/videos) to an external hard drive. 

Sounded simple. In practice it wasn’t.
I had to borrow an iMac from the very supportive Fermin Ayucar at BeValued, recreate my system on that, save that using Time Machine to a hard drive and then wipe clear my own machine again before using the ‘new’ system to reinstall all of my Knowledge Base on my iMac.

And finally:

The sense of satisfaction when you ‘crack it’ and manage to rebuild a machine is immense. The sense of frustration though in not being able to locate stuff you know is saved is enormous and reflects what many people find.
 
It reinforces the piece I wrote a few month’s back on the need for assisted search and tags which contained this prophetic quote from my good friend Martin White of Intranet Focus who said:
 
If you can’t find information, then in effect it does not exist. Your search application may return 85,340 results for a query, but if the most relevant information was not indexed, or your security permissions inadvertently prevented the information from being displayed — can you trust your search application?
 
Fortunately the reinstall workaround was successful and all machines are backed and functioning. If you want more please contact me and I’d be happy to talk you thru it.

A case for raising ISO standards: an emerging KM driver

bir-sept-16The following article was published in Business Information Review Magazine.Summary

This article seeks to raise awareness of the moves by the International Standards Organisation (ISO) to establish a set of Knowledge Management Standards. In it the author Paul J Corney will suggest that the adoption of such standards has the potential to become a game changer for Knowledge Management professionals providing a clear rationale for future KM Programs.

A case for raising standards: home and away.

Summer has finally appeared and visitors to London can be heard bemoaning the lack of air conditioning that is commonplace in their societies where 25c is the norm rather than the exception.

The political climate too has been hot enough the past month with the Brexit vote, the flurry of resignations that accompanied it and a slew of economic forecasters downgrading short-term UK growth predictions.

The brave new dawn promised by the Vote Leave campaign is predicated on striking bilateral trade deals quickly!

Yet as anyone involved with cross border negotiations will tell you, they take time to reach consensus.

I have previous (or current). I am a member of the British Standards Institute (BSI) committee providing input to the International Standards Organisation (ISO) working party responsible for drafting.

Invited to join the ‘great and the good’ of the UK KM world a year ago, I accepted as I’d seen in assignments and tender requests how important this was becoming. But I wasn’t convinced the process would be a speedy one since the ‘call to action’ from the Israeli Standards body who were behind the proposal for a set of international KM standards was already a couple of years old.

This is how the US standards body alerted its members in 2013:

The Standards Institution of Israel (SII), Israel’s member body to the International Organization for Standardization (ISO), has submitted a proposal for a new international standard focusing on requirements for knowledge management systems.

As the U.S. member body to ISO, the American National Standards Institute (ANSI) invites all interested stakeholders to submit comments on the proposal by Friday, February 14, 2014.

The proposed International Standard would set down requirements for organizational knowledge management systems, including the creation and maintenance of such systems, the nurturing of a knowledge management culture, measurement of organizations’ knowledge, and approaches to sharing knowledge management solutions.

The standard would cover businesses, nonprofits, government organizations, and other groups of any size and in any field.

An emerging KM driver?

Is this the game changer for KM that some are predicting? Potentially and here’s why.

I am co-authoring a book. ‘Navigating the Minefield: A Practical KM Companion’ will draw on KM programs of leading firms and practitioners. My co-author Patricia Eng was previously Head of KM for the US Nuclear Regulatory Authority so knows a thing or two about making sure lessons are fed back into processes. As part of our research we asked a wide range of practitioners were the impetus for their program had come from.

A couple spoke about compliance audits being the driver a few mentioned improving productivity but the vast majority said they were addressing a business issue or risk. None pointed to adherence to a quality standard.

So in the Keynote Speeches I have been delivering this year I have been suggesting that increasingly there will be four key drivers for KM programmes:

  • Strategic / Visionary
  • Risk
  • Process Efficiency
  • Compliance with Quality Standards

The ISO standard will provide impetus to practitioner requests for KM resource. The C-Suite understands Risk and Compliance so the door is already ajar!

‘In Search of Excellence’

Followers of Tom Peters will recall this seminal work from 1982 described in Forbes Magazine as “An essential book for founders and CEO’s”.

In an excellent review of the tome published by Forbes in 2014 Scott Allison notes:

Before company culture became a well discussed topic, Tom Peters and Bob Waterman urged readers that perhaps the single key piece of advice from their findings was “figure out your value system: what your company stands for. What gives people pride?”

And it describes how excellent companies have family-like atmospheres, make a point about being transparent with and sharing information widely, and insist upon informality in communications between workers.

There’s also more open doors and open spaces instead of corner offices and cubicles.

Why this reference? Well the UAE Federal Government as well as the Dubai Government has laid out a set of excellence programmes aimed at raising the levels of service provided by their government departments.

If you visit the offices of the Knowledge & Human Development Authority in Dubai for example (they are responsible for the quality and growth of private education) you will discover that they have made extensive use of open spaces and informality. It works for them and has improved service.

Broadly aligned with those in EFQM’s Excellence Model Dubai & UAE Federal Government have added specific clauses that make reference to the delivery of Knowledge Management especially Knowledge Transfer and Learning Lessons.

As a result government entities in Dubai face periodic reviews to assess the efficacy of their KM operations. Assessors are sharpening ‘green pens’* and setting out inspection timetables as I write this.

Recognition of superior KM performance by the Dubai Government Excellence Programme is highly sought after. Failing to meet the minimum quality criteria is not!

The certification conundrum

While adherence to UAE Quality Standards is mandatory the same does not apply with ISO or EFQM.

It will be the decision of the user as to whether they wish to be certified against it – it is not a requirement.

And yet if you are a manufacturer of locomotives for example you will need the IRIS Kite mark in order to sell your engines or rolling stock. To get / maintain that Kite mark requires certification and assessment. KM is included in their standards so implicitly the manufacturer needs to be able to demonstrate that they ‘do’ KM.

And finally

Gazing into my crystal ball I am prepared to speculate that others will follow Dubai / UAE’s lead and that ISO KM Standards when released circa 2017/2018 will have an impact on KM programs. KM’ers it’s a good time to start flagging this as a potential issue!

*The pen colour of choice for auditors in the financial services sector.

References

http://www.forbes.com/sites/scottallison/2014/01/27/an-essential-book-for-founders-and-ceos-in-search-of-excellence/#23f82b152062

http://www.khda.gov.ae/en/

International Organization for Standardization

Future role of the Knowledge Manager: The Knowledgeur?

As the book Patricia Eng and I are writing takes shape – we spent a productive couple of days last week editing chapters and agreeing key points for those still to be completed – so my thoughts continue to evolve as to the future role (and skills needed) to be a Knowledge (and Information) Manager.

This week I am charged with delivering a provocative ‘wake up’ call when I speak to the annual conference of the Chartered Institute of Libraries & Information Professionals (CILIP). Here’s the gist of what I am going to say,

Operational KM to the Fore: Strategic KM to the rear

  • The majority of KM programs appear to be operationally focused addressing a burning platform issue or an urgent business problem.
  • These tactical programs address risk (loss of knowledge due to downsizing, retirement, reorganization or acquisition). Some focus on being more efficient and meeting internal and external quality standards.
  • Few it seems are driven strategically as a result of visionary leadership and if you look at where KM is located most surveys reveal its part of an operations division or unit. Rarely is a Chief Knowledge Officer part of the C-Suite of an organization. Often KM is treated like a hot potato.
  • Less than 1 in 5 are strategically aligned.  Where they are its because Knowledge is perceived to be the core product of that organisation.
  • The downside of being operationally driven is that when the burning platform issue or business problem is resolved KM is often left looking for a rationale for being and a new sponsor.

Step forward the ‘Knowledgeur’

So what can KM’ers or KIM’ers’ do, how can they protect themselves and their programme? For some time I’ve suggested that the Knowledge Manager needs to have facilitation and social skills that make them the ‘go to’ person in an organisation. Someone who makes and nurtures connections. Here’s my definition of that person I call a Knowledgeur:

‘A Knowledge Manager (Knowledgeur) is someone who makes use of his/her/others’ knowledge in one activity or market and applies it for beneficial use in another.

Originally inward facing the role is becoming more outward facing with the rise of communities and the subsequent need to collaborate outside of the organisation.’

The Skills (‘…ates) of a Knowledgeur

Here’s what I think you will need to do to if you are to perform this role:

  1. Investigate: Are you putting a burning fire out / solving an immediate business need / addressing a risk (Operational KM) or is this driven by the vision from the top consistent with the organisation’s business direction (Strategic KM)?
  2. Navigate: Work out / Map the critical knowledge areas of your organisation and create a directory of the organisation’s knowledge assets.
  3. Negotiate: Agree the scope of your role with your sponsors and be tough negotiating what success will look like and how it’s measured.
  4. Facilitate: So much of what a KM Manager does involves facilitation. You will become a hub knowing who to go to to ask if you don’t know yourself. You have to facilitate connections, meetings, interactions, events and communities. This requires resilience, a lot of social skills and a real understanding of cultural nuances.
  5. Collaborate: You are in alliance with business areas and occasionally external suppliers or partners. You have to be capable of virtual cross border collaboration.
  6. Communicate: Senior KM’er’s tell you to devote 30% of your time to communicating what you do and getting feedback – its not just about broadcasting. Have your KM Elevator pitch always with you. Let all your stakeholders know what you are doing and why.
  7. Curate: So much of what passes for Knowledge Management is about creating and storing content and making it available for reuse. It’s more than the role formerly undertaken by Information Professionals and Librarians, here we are talking about being a custodian of organisational knowledge and organisational knowledge bases.
  8. Celebrate: The role can be a lonely one as reporting lines and sponsors change, yours is a cost not revenue line and the initial burst of enthusiasm fades. Collect stories, be prepared to acknowledge contributions and celebrate successes.

My address ‘The changing KM landscape, the future of KM and our role in it as KM professionals’ will look at each of these ‘…ates in more detail.

And finally

I am looking forward to seeing the response I provoke at Wednesday’s event at Brighton. Watch this space!

‘Probably the best PKM in the world’: KMUK 2016 uncovered

It’s conference season which means I get to go to nice places and meet and learn from interesting people. This week I was in London for the annual Knowledge Management UK event and a cracking good couple of days it turned out to be.

IMG_4774Well attended by 60 or so KIM professionals, it was chaired by Ian Rodwell @Irodwell of Linklaters who I’d recommended and who did me and Laura Brooke of Ark @LauraAtArk, proud.

From the ice breaker opener onwards Ian’s touch was light but assured and the delegates all participated with enthusiasm.

What surprised me?

  • I got something out of every presentation which might sound a bit arrogant but when you’ve been to many KM events there are usually a couple that don’t quite cut it. This time each speaker slotted in well with the next and the event flowed.
  • The number of KM ‘Veterans’ attending for the first time in a long while commenting how lonely the role can be (whatever it’s called) and how durable KM’ers have to be.
  • IMG_4786Learning that the Govt’s 5 year Knowledge & Information Strategy (GKIS) produced in 2013 is still not published and unlikely to see the light of day.  Yet work is still going on as David Smith explained to create career pathways for the cadre of professionals who comprise the civil service’s Knowledge & Information Management profession. I didn’t get the feeling that CILIP are integral to those competency framework discussions which is a missed opportunity on both sides as there is no current industry group that effectively represent the KIM global profession as does a CMI or CIPD in Marketing or Human Resources (Personnel).
  • Discovering that the average age of people in E&Y is 27 (hence generation Z to the fore). E&Y’s big challenge for is to move from a vertical to horizontal communications and employee engagement approach. Their Communities of Practice / Skills are a great way of cutting across silos.
  • Despite all the ballyhoo around technology search is still not cutting it for most and my recent musings on the continued need for Assisted Search valid.

What intrigued me?

  • The session on Artificial Intelligence (AI) whcih included the suggestion that it is ‘parked on the lawn’ of call centres and people who have to read long books for a living and are also engaged in risk management. Today AI does not do emotional intellience very well but that is changing despite reservations about the ethics of it.  Linklaters are a good example of an organisation experimenting with AI to improve efficientcy.
  • Nick Milton’s @nickknoco thoughts on adopting the 7 step Lean Model for a KM programme and the wastes of KM supply chain: excess production, delay, too many steps, excess hand-offs, defects etc.  By a strange coincidence 7 came up in my presentation when I talked about the 7 ‘ates of a Knowledgeur. A separate blog will be forthcoming to coincide with my address to the CILIP annual Confrence in three weeks time.

What delighted me?

  • IMG_4785Christopher Payne’s @cjapayne excellent account of the Knowledge Management effort that is embedded in the Olympics.  It is the most visible of all Project KM programmes (see alongside) with great potential to act as a benchmark for all big cross border multinational projects. Imagine the expertise they have developed (with quite a small team) in transferring knowledge from London to Rio to Tokyo all in the gaze of the global public. I know Chris is keen to share his IMG_4787knowledge with the greater KM community so contact him or hear him speak.
  • TfL’s approach outlined by @LemmerLutz to making great use of Lessons Learned and feeding improvements back into process.  The graph alongside illustrates the successful postings of lessons to their KM portal (up nearly 300% in 2 years).
  • The broad acceptance that you can achieve a lot with a little.  The Financial Conduct Authority presentation being a great example of how to make effective use IMG_4790of people by using communities and having an easily understood framework. I noted though that poor search is a real barrier to adoption and that the lack of a technical underpinning a constraint.
  • Hearing from a couple of people how Random Coffee Sessions can be effective. The idea is simple: develop a list of people who are interested in having short coffee meetings with peers on a 1:1 basis and pair them up on a periodic basis.

What frustrated me

  • The continued reluctance to share thoughts / observations on Twitter, a stance at odds with the audience’s oft stated desire to ‘Work out Loud”.  How can you encourage others to do so if you don’t do it yourself?  I wrote more on this subject a year back coining this phrase: It was like throwing a dart into a vacuum.

What did I not hear I expected to?

  • Social Network Analysis: Despite a real focus on Communities Social Network Analysis was not discussed. Not knowing who people go to for answers or who knows what is a risk to many businesses if those key but often hidden people depart. To a large extent the risk from the sudden departure of the ‘Expert’ is diminishing with the rise of empowered and informed knowledge workers and processes that contain embedded knowledge.

And finally

My favourite quote (used in the content of maintaining focus):

Don’t be like a dog who sees a squirrel