“Bringing the brain of the company to the field”: behind the scenes look at the production of our book

If ever there is a great justification for starting a Knowledge Management (KM) programme then the title quote from an interview with John McQuary encapsulates it. KM works when client proposals or solutions draw on the collective wisdom of an organisation.

It’s one of many superb quotes and stories, from the series of research interviews conducted with global practitioners: from Colombia to Australia by way of USA, Canada, UK, France, Belgium, Malaysia and Singapore, for the forthcoming book Patricia Eng and I are co-authoring. In all 18 interviews and more than 40 hours of audio material on KM in Energy, Shipping, Nuclear, Financial Services, Military, Engineering Services, Aviation, Health, Consulting, Manufacturing, Education, Food and Regulatory.

Patricia, who was previously Head of Knowledge Management at US Nuclear Regulatory Commission, and my task is now to turn the material collected into, in her words:

” The book I wish I’d had when I started”

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Which is why she and I spent time in Henley-on-Thames last week analysing what we’d heard in the interviews.

Let me take a step back.

It all began when:

I met Patricia in 2014 while I was chairing KMUK and she was a guest speaker describing the KM programme she’d set up and run for the organisation that oversees the US Nuclear industry.  Learning from near misses and from good practices while improving the way ‘newbies’ are inducted into the business had saved her organisation an estimated US$37 million while she was at the helm of the programme.

About the same time I was running Masterclasses on Effective Knowledge Capture and Retention and seeing real interest from organisations who’d recognised the potential risk of knowledge loss from merging, downsizing and retirements or as a result of having specialist skills resident in a small number of individuals only.

After exchanging ideas post conference we felt we had sufficient synergy to begin collaborating on a book focused on “Proven Knowledge Capture & Retention: Between Theory & Practice.”

Though our combined experience is approaching 80 years of business with a significant slug in KM and related activities we wanted to draw on the experiences of great practitioners.

Establishing criteria / identifying interviewees:

We agreed it was important to approach people who’d actually done it and got their hands dirty: who experienced highs and lows and maybe also seen their programmes wither on the vine after they or their sponsor left.

We knew many global practitioners, from chairing and speaking at/ attending KM related events but we wanted to spread the net wider than our own sphere of influence so in effect conducted a virtual “Peer Assist’ with senior global KM’ers and these are the criteria we set for selecting interviewees:

  •  A KM professional that actually built a KM program for an organization they worked in, as opposed to a consultant who was brought in to work on a KM program and then left.
  •  Have spent at least 2 years on the programme.
  •  Primary person responsible for the KM programme – interfaces with executives
  •  Can point to a clear ROI, e.g., productivity or monetary
  •  A KM professional who can speak to what constituted the ROI:

Our thanks go to Patrick Lambe, David Gurteen, David Williams, Karuna Ramanathan, Shawn Callahan and Chris Collison for their recommendations.

Setting up the interviews, thinking about the questions:

In my Masterclasses I always stress how important the interview set up is.  Apart from thinking about the where its always vital to give the prospective interviewee time to think about the answers and to tell them what the process is. Here’s the questions we asked:

  • Tell me about the circumstances and the drivers behind the original knowledge retention programme and who was involved?
  • How did you go about determining what knowledge to try and capture/retain?
  • Give me a brief snapshot of how you went about capturing it.
  • What was the biggest challenge you had to overcome?
  • How did you convince your management to go for it? ‘Business Case?’
  • What difference do you think it made to your organisation?  What was the actual return on investment?
  • Is there a particular highlight you remember?
  • Having done this if you had to do this over again what would you do differently?
  • And finally what would you tell someone about to set out on a programme to capture and retain knowledge?

We also added:

  • If there is one book you felt helped or inspired you what would it be?

Conducting and recording the interviews:

We had a list which grew from 12 to 18. Patricia volunteered to do the interviews (she is good at it) as we felt continuity in style was important.

We thought about using technology to help with the cataloguing and analysis. Instead we agreed not to transcribe verbatim but to each listen to the interview and make our own notes / key points which we’d discuss face to face in January 2016.

We learned a lot (remembered a lot) about the importance of having technology back ups and also that many corporates don’t allow Skype.  We found that taping the conversation proved good enough for us to listen to and that DropBox was an effective and secure storage vehicle for the tapes.

Analysing & Sensemaking:

And so last week we found ourselves awash with flip charts, postit note, and marker pens. By Friday evening we had a structure for the chapters of the book and a pretty good idea of the examples, stories and quotes that would fill them. Here’s a snapshot of how we went about organising the material:

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What I found interesting, the varying drivers for starting KM across the interview base. Most were due to Risk, a lot were down to Innovation & Process Improvement, some were as a result of the CEO’s Vision and a couple because of Regulatory or Audit findings and a call to action.

And finally:

With an outline (and publisher) in place we can now set about writing to meet the deadline of having a good manuscript that does justice to the insights provided by the interviewees (e.g. KM Bonus Points, ‘Knowvember’ Award, Rock Lite, Adaptive Case Management,  XpressoX, ‘Pick a Problem’, SME Protoge Program…) ready before the summer.

 

 

What Turkish steps and an Iranian wrestler can teach us about learning during and learning after.

Its 00.15 on Monday morning and Turkish Airlines flight TK0898 from Istanbul Sabiha Gokcen International Airport has arrived on stand 20 minutes late in swirling snow at Tehran Imam Khomeini International Airport. To be fair the journey which started at London Gatwick at 11.55 on Sunday has been very good but with a busy day ahead, and a 60 Turkish Air Stepsminute drive to Hotel Niloo, the chances of being in bed much before 2am are receeding.  Then events take a turn for the worse!

The steps to dissembark have a fault and it will be a further 20 minutes before an alternative is delivered to offload a plane load of very grumpy passengers many of whom are Europeans on the first visit to Iran.

Fortunately I am at the front of the plane so able to converse with the Cabin Cheif.  She is looking at the manual of useful information to give passengers during the flight and there is no entry to cover this situation. So she declines to make a comment while passengers fulminate. It could have all been so different!

I am a great fan of checklists believing them to be knowledge enabled documents which should be, if they are regularly updated, the best practices of an organisation. And as I was to suggest during my client visit the best way to bring about a change in checklists often starts with an After Action Review (AAR) or a Learning Review.

I know organisations where after an event (like the end of a flight) the team would have held a quick debrief using the AAR template:

  • What was supposed to happen;
  • What did happen;
  • Why was there a difference:
  • What can we learn from this;
  • What can we do better next time;
  • What actions should we take; and
  • Can we celebrate success?

The AAR session would have surfaced all the issues about the lack of communication and (maybe) occasioned a change in operating procedures and their checklist – encouraging the cabin staff to keep people updated when things go wrong!

This is where the true value of tools such as AAR come in, they are precursors to a change in procedures or checklists. Many organisations’ Knowledge Management (KM) activity culmiates in the share and reuse step. I have come to realise while working alongside Ron Young and Knowledge Associates that the true value of KM comes from the step of Harvesting which involves turning what has been collected into learning’s and proposed process improvements which the process owner and subject matter experts review and accept or reject.  Checklists then get updated (or not) at that point and the organisation learns from doing!

Lessons Learned when ‘my knowledge is my soul’

For the Harvesting step to work effectively though there has to be an environment that recognises and values the process of capturing and building on learning’s from such tools as AAR. Too often this process throws up dozens of action points few of which get actioned. If you can’t count the actions on the fingers of one hand its unlikely anything will happen as a result.

A few years ago in Khartoum I was to discover that knowledge has a more spiritual feel/meaning in the Arabic and Farsi speaking world. ‘My knowledge is my soul’ is a good indicator of how personal knowledge is viewed and this (taken from a corporate Code of Ethics booklet) reinforces the view that a purely Western approach to the use of tools such as After Action Reviews, Lessons Learned Workshops and Pause & Reflect sessions will not work:

We believe the ethical confrontation with failures should be through awareness, consultation giving the subordinates the opportunity to rectify and compensate for mistakes and applicaton of regulations fairly,,,

So what will? Perhaps this gives an insight.

The Wrestler’s story

During my recent trip to Iran I was taken to the landmark Milad Tower. Around the viewing gallery are a collection of silicon ‘wax’ works of some of Iran’s most famous and loved figures.  There are many poets, writers, a few politicians and one sportsman:

Iran Wrestler

Gholamreza Takhti

Gholamreza Takhti is one of the most, if not the most, loved sportsman in Iran. Here’s why: Takhti tended to act fairly when competing against rivals during his career, something which originated from traditional values of Zurkhaneh, a kind of heroic behaviour that epitomizes chivalrous qualities known as Javanmardi.

For instance, once he had a match with Russian wrestler Alexander Medved who had an injured right knee. When Takhti found out that Medved was injured, he avoided touching the injured leg and tried to attack the other leg instead. He lost the match, but showed that he valued honorable behavior more than reaching victory.

This act of chivalry and exceptional sportsmanship is seen as the desired way to behave and permeates a lot of business dealings.

And finally

Effective Knowledge Management relies on effective Personal Knowledge Management.  Appealing to the corporate good and the team ethic is not going to win supporters or make people feel individually empowered.

Addressing the  ‘What’s in it for me?’ question is vital: this is not purely about money but also recognition, self esteem and personal development.  It’s one reason why many senior corporate positions are filled by academics and people value certification as a way of demonstrating knowledge and expertise.

On the downside it can breed a culture of learning but not necessarily doing: ‘if I am to be punished for making a mistake then why would I try to do it in the first place and I certainly won’t acknowledge it afterwards.’

While we in the West think its quite natural to have an open and frank dialogue about what we could do better next time, its not always the case elsewhere. Our challenge is to find a way to surface learning’s and build them back into process while recognising its counter culture in a personal risk averse environment.

Think ‘Hippo’: good public speaking and the importance of ‘knowledge enabled’ checklists

This week I was at a Public Speaking Competiton in memory IMG_4167of Ian Gow the former MP for Eastbourne and Northern Ireland Secretary murdered by a bomb some 25 years ago.  Ian was a vociferous opponent of the broadcasting of parliament so it was ironic he was to give the first televised speech in the House of Commons.  A great piece of oratory, its well worth the 15 minutes or so to watch it: https://www.youtube.com/watch?v=La00bV3I4q8

The MP for Eastbourne Caroline Ansell was inspired by Mr Gow and initiated this event for local schoolchildren aged 13-14. The topic they were given to speak on was ‘Democracy’ (an apposite topic in the light of the challenge to ‘our’ way of life posed by Da’ish) and the pupils from 5 schools had 10 minutes in groups of 3.  The judging panel included Broadcaster and Journalist David Dimbleby also a local resident. I decided to attend on the basis you are never too old to learn from others not matter how young.

The performances were hugely impressive and reflected well on the UK’s oft maligned education system. Well reasoned arguments were put forward by articulate youngsters often with humour and passion.  Of course there were the odd hiccup’s: one group who spoke without notes forget their lines; another group used stapled notes and got them mixed up; and when some groups used the lecterns they became a barrier between them and the 100 strong audience.

The 3 winners, from Gildredge House School, were well rehearsed, used small prompt cards (no lectern) and spoke with clarity, purpose and passion.

Here are my ten speech making recommendations (having heard Claire Carpenter, a speaking coach and the chair of judges, give her critique).

  • Think: about how you dress for the occassion; to blend in or to stand out?
  • Open: make a strong start; share the journey on how you came to be here.
  • Heart: show passion with humility as well as humour, if you believe then the audience will find your conviction compelling.
  • Pace: be constant, don’t go faster as you near the end.
  • Pause: for key points by looking up at the audience.
  • Knowledge: demonstrate by using stories and statistics to illuminate what you are saying; make the stories relevant to the audience.
  • Intrigue: pose rhetorical questions (and let the silence hang).
  • Notice: be aware of the audience; let them feel part of the speech.
  • Implements: ensure props and prompts do not become barriers.
  • Hold: your audience is likely to remember a maximum of three messages/points.

As someone who has delivered keynote speeches across 4 continents I am indebted to the training I received back in the 1980’s when I worked at Saudi International Bank. Each of the front line managers were sent away for a couple of days to work on presentation and speech making. Much of what I learned then has stuck, especially the need to use the ‘did you get that’ pause while looking up at the audience when making a key point.

Perhaps the greatest lesson was this, no matter what the technology or means of delivery: ‘Tell them what you are going to say, say it and then tell them what you said.’

Which brings me to the related item I’d like to raise.

‘A tool to make experts better’

Instead of watching TV I often spend some of my leisure time looking at TedTalks. Recently, thanks to a recommendation by Dr Dominique Poole-Avery of Arup, I viewed a thought provoking lecture ‘How do we heal medicine’ given by Dr Atul Gawande and seen by more than a million.

Author of The Checklist Manifesto, Dr Gawande charts the expenential growth of knowledge in medicine contrasting the experience of entering hospital in 1937 with that of today. Then, if your symptom didn’t fit one of the main areas of clinical expertise, your survival was questionable whereas today the problem is not too little but too much knowledge (of the tens of thousands of conditions a human can contract) and being able to pinpoint the symptom and prescribe the right medication or surgical procedure.

Then, autonomy and independence were the prized values. Today there is a recognition that we cannot know everything and everyone is a specialist with a piece of the care pathway but the constraint now is cost not knowledge.

He pointed out that there is a limited correlation between the cost of care and the effectiveness of the treatment. Having great components isn’t enough, it has to be about how it all comes together and used the anology of how pulling together the best parts of the best cars wouldn’t make the best car – it would be a piece of expensive junk!

The drive for cost management has meant health care has to become more process driven. In surgery people are very well trained with great technology but often it isn’t joined up with repeatable processes like aviation as an example.

Screen Shot 2015-11-26 at 13.19.03He spoke eloquently about the how the use of a 19 item 2 minute checklist (process – see alongside) helped to bring about a 47% reduction in surgical mortality rates in 8 hospitals across the globe during a World Health Organisation sponsored initiative.  It was bigger than a drug!

What I found compelling is the recognition that surgical team set up (and introductions) are just as important as anticipation of critical events.

The checklist forces people to confront the fact they are not a system and to work with humilty, discipline and teamwork.

Having visited Darfur as part of a WHO mission in 2010 and then Khartoum in 2013 to  help Sudan’s Health Industry to look at what Knowledge Management might do for them I have seen the importance of checklists as a Knowledge Transfer tool.

My message to the young speech makers (and to all who read this), we can all learn from others no matter what age or profession. Dr Gawande’s TedTalk ticks most of the good speech boxes while also making some memorable points about the importance of a tool that has become a life saver and shows the power of Knowlege Management.

So what is a checklist?  A tool or process that consolidates best knowledge and needs constant updating to reflect new experiences of practioners, organisations and communities.

And finally

The keen eyed among you with a gift for scrabble may have worked out that the ten observations above form ‘THINK HIPPO’.cartoon-hippo-06

 

The elephant fable: a Chinese reflection on KM, innovation and knowledge capture techniques

Introduction

To set the following discussion into context, my name is ‘Jonny’ Jiang, I am a PhD candidate on service design and service innovation at a design school in London.Jonny I am working part time with Paul at a start-up charity Plan Zheroes to deliver services to make better use of surplus food and help people in food poverty.

Thanks to Paul, I have been given opportunities to learn from his expertise in knowledge management and practice some of his methods to capture knowledge and insights in that charity.

As result, I am able to reflect upon my journey of knowledge management at the charity and my research in service design.

Interestingly, by comparing these two distinctive fields of practices, it gives me some thoughts around the importance of how we can generate new knowledge and insight around innovation.

KM tools for learning during and after

Let’s talk about some of the knowledge management methods I learnt in this process. Before jumping into these practices, I should tell you I had very little understanding of knowledge management apart from my general reading around business journals.

Paul sat down and demonstrated to me one of the previous knowledge capture sessions he ran with one of employees at the charity. He explained the rationale of capturing and sharing knowledge among staff through interviews with employees before their leaving and during their life cycle with us.

As I understood, it is very important to understand each individual’s experience and perspectives on his or her journey here and on specific events in particular in order to spot and improve the internal and external operation.

One of the other rationales I understood very well at the end is Paul’s point on the element of constructively building a better relationship with interviewees even after their leaving to help them reflect upon the personal growth and learning during the period of working inside the organisation, which I realise is very important to each party and helps nurture Alumni Networks.

Later on, I have been given an exercise to listen to Paul’s recording on his interview and using his knowledge management toolset (e.g. brief, time map, experience circle, questions) and conclude my findings based on those.

Then a few days after, we sat down again to compare our capture of knowledge based on the same interview and reflected together on some of my questions and learning’s. This was an incredibly effective session with Paul because I am able to learn by practice from Paul’s expertise to help equip a newbie in knowledge management with knowledge, practical tools and confidence.

I took the lessons and tools from this exercise and conducted an interview with employee who was about move to another city and leave the charity. Once the interview has done, I sat down with Paul again to reflect on my interview and report of this knowledge capturing practice.

Most of Paul’s methods have been already described and explained very well in this blog, so if you want to figure out what tools and methods I have used, please click on this post ‘Going not forgotten: knowledge capture in a hurry’.

Check out the timeline tool as a way to effectively reflect the knowledge and insights accumulated along the journey. It is a powerful tool because

  • It gives a common language that visually displays our thinking’s and provokes thoughts around the highlights and lowlights of the journey. In my interview it helped us to reflect on interviewee’s expectations at the start of job, which gives us lots of insights on how we manage the expectation during staff induction.
  • Mutually, it also gives an opportunity to help the interviewee consolidate the learning from the job that can be transferred to future careers.

My elephant and the correlation between design and knowledge management

As Paul invited me to write down my reflections after this exercise, I was fascinated by how similar and powerful the practices around knowledge management and design as a source for organisational innovation can be. As many of us  interpret the word ‘knowledge’ with a connection to ‘science’ ‘scientific’ and ‘objective’, there seems to be a misunderstanding of the value in ‘subjectivity’ and ‘social artefacts’.

As we all come from different experiences in life and become who we are because of those experiences, we all develop very distinctive perspective on the world based on the things we learnt and have done in the past.

It is like one of fables I learnt as a child which described four blind people who gave a very different description of the elephant by touching it from their own positions.

https://www.flickr.com/photos/climateinteractive/13944682478Each seems to be fully convinced by their ‘objective’ interpretation and deny others’ views of what the elephant ‘truly’ is. It is obvious, in the fable, that each of them only ‘sees’ their part of reality.

The elephant and social facts. source: https://www.flickr.com/photos/climateinteractive/13944682478

In real life, this fable maintains a sense of inspiration too. We all experience a building differently from where we look at it. It can look small from a bird’s eye view or intimidating if standing alongside it.

In organisational management nowadays, particularly large organisations, operations can be highly siloed and lacks ways of detecting those subtleties in perspectives. It means each department may have their very own budget and competing agenda and develop their very own ways of understanding and doing things under the cover of ‘specialisation’.

Those silo operations based on ‘the only one way’ present danger of neglecting the values in perceiving or doing something differently that is at the core of innovation.

As such, knowledge management is becoming increasingly critical to recognise subtlety in each individual’s interpretation and map them in order to spot opportunities in the gap of our personal knowledge and experience.

Screen Shot 2015-10-26 at 14.46.57In service design, this idea of interpretation has been very important in user research.

By mapping extensively, designers can understand better the users’ perceptions and behaviours and gather deep insights on where the opportunities can be for designing better customer experience and services.

One example of customer journey mapping. Source: (https://www.flickr.com/photos/97823772@N02/15410073995)

In Knowledge Management these interpretations can often reveal opportunities and strengths as well as failures and weaknesses.

And finally

The advice I can give to someone who is about to do the same exercise and interview a colleague who is about to leave is to take the default position of ‘he-or-she-knows-much-more-than-me’ rather than being judgemental on what you believe as the ‘truth’ or ‘reality’.

As many as we are coming from this global village, there is a great value in the diversity of perspectives and this is where I believe is the infinite source of innovation.

And of course, definitely check out those knowledge management tools on Paul’s shelf. They are really effective and surprisingly practical.

A comment from Paul

I have had the pleasure of mentoring ‘Jonny’ for the last couple of years during which time he has participated in board meetings, helped select a project management tool to act as store for the knowledge and documents on the various projects we’ve undertaken and conducted knowledge capture sessions. He is also the curator of our digital library.

I invted Jonny to be a guest contributor as I felt his experiences might be of value to others. Indeed his comments about the ‘give, get’ component of a knowledge capture process is particularly perceptive as often the drivers for such programmes are downsizing and layoffs where there is little positive feeling.

I am delighted he has contributed and would encourage you to join in with your comments.

In recognition of my Dad “a lovely man”: when knowledge capture becomes personal

John Corney, my Dad, died in August a month shy of his 87th birthday. Though not unexpected the timing of it was.  I was lucky in the sense I got to say goodbye and to reflect while he was still with us on his amazing contribution to and guidance for my own life.

Dad was a ‘lovely man’ a phrase / tribute we oft heard from those who knew him and a private man. I realised as he neared the end of his life that though we were close there were so many aspects of his background that were opaque to me.

He was of the ‘old school’ a meticulous senior banker involved in international trade who passionately believed ‘my word is my bond’ and that debt is a commitment to be honoured.  He was not loquacious or a natural storyteller; instead he eschewed the limelight though he was well read, capable of deep insight and eager to debate topics he found stimulating.

For him ‘social’ was a word associated with a gathering of people not an online activity.  Though he recognised the value of the internet, Apps, Smartphones and Tablets were alien concepts to him.

What you might ask has this personal story got to do with business? Here’s how:

  • As Executor of his estate charged with carrying out his wishes I wanted to understand the thinking behind his approach to investment.
  • I also wanted to understand more about his early life and how he made decisions.
  • Dad was similar to many senior executives who are often reluctant to acknowledge that their contribution has been significant.

Perhaps subliminally I drew on many of the techniques I encourage others to adopt when trying to capture critical knowledge from people about to retire or relocate:

  • I used a timeline to look at significant milestones in his life with photos as a prompt.
  • We talked about books he had read that had helped shaped his thinking.
  • We talked about people he most admired.
  • We went through his ‘blue book’: a transactional history and ledger of all assets.
  • We sat and watched something and used that as a neutral space for a conversation.
  • I spent days ploughing through his archives.

A big regret is that I didn’t record any of these discussions but the stories and artefacts remain and I am now their custodian with a duty to pass them onto his great grandchildren so that they too can appreciate John’s legacy.

And finally

When people leave organisations after a long period legacy is a word often cited as the justification for a knowledge capture interview. What many overlook is the step of thinking up front what is the critical knowledge they are looking to surface during the process.

This mirrors many of the stories emerging from the interviews my co-author Patricia Eng is undertaking for “Navigating the Minefield: A Practical KM Companion” book which we are aiming to publish next year. Often the driver for these initiatives has been a reorganisation, takeover or downsizing; in effect a firefighting exercise.

Setting up a programme to consciously capture knowledge is expensive and time consuming: it needs a clear rationale/driver and a set of measurements to track its efficacy and value.

Knowledge Capture EventI am looking forward to evolving my own thinking when I am in Lisboa next month running this masterclass with Ana Neves. It aims to raise awareness of the importance of critical knowledge: how to identify it, how to go about capturing it and how to go about making it available for reuse.