3 great toolkits and a facilitation tip for Knowledge & Information Management professionals

Toolkits are much in vogue. Three I’d recommend are:

While knowledge managers are not short of reference points or advice on how to go about things there is no one size fits all template to describe the role, where it sits and the skills to discharge it.

Yet so many km professionals in emerging markets are thirsting for the certification that goes with having completed training in an industrial discipline such as km. With few exceptions (KMI Institute in Washington being one) the km profession unlike CIPD or CIM has no recognised industry body. Those that might be closely related such as SLA or CILIP have not claimed the km space. Instead conference organisors award ‘gongs’ at their events and others rely on the MAKE awards to signify progress.

Most km discussions though tend to land in the same place: what does a knowledge manager do, where do they sit in the organisation, what are there crossover points (Organisational Development, Learning, HR, IT, Strategy, Communications/Marketing) and how do we measure impact? Success depends on individuals, the passion they bring, their ability to judge what to do and when and the way they present to/influence many stakeholders.

Here’s one example of good facilitation from France:

 

 

 

 

 

 

 

 

 

 

This picture, a typical wedding scene, shows the bride to be greeting all the guests before they enter the church for the ceremony. She introduces friends and family to each other so that there is no ‘bride and groom’ side of the church. People who have been introduced mingle and are more likely to converse at the wedding breakfast thereafter. This simple act of facilitation (a ingrained tradition) helps shape the event.

So while not every km professional can be a bride we can suggest that a core competence in putting the km tools to work is facilitation. Toolkits are vitally important but without the skill and processes to deploy them they are a wasted investment.

Its why perhaps CIAT‘s km team who are much admired have titles such as Leader, Capacity Strengthening and Knowledge Management Initiative. Theirs is a focus on helping to equip others in their organization; faciltation skills are a huge part of the core competencies they use to help others.

knowledge management I an old wine in a new bottle?

I was back in Khartoum for a couple of days at the end of March at the invitation of the Sudan Engineering Society and University of Khartoum.  They’d asked me to talk about knowledge management, research into the evolving role of the ‘knowledge manager’ and the implications for Sudan.

Apart from the honour of addressing 150 or so engineers, acadamics and ministers on Wednesday at the National Telecomunications Center, my presentation at the Faculty of Mathematical Science on Thursday was made at the end of the working day (so at the start of the Sudanese weekend) to a crowd of nearly 200 including families.  It brought home to me how keen the Sudanese people are to learn and exchange ideas especially since the Campus had only just reopened after a period of unrest.

Knowledge management as a formal discipline is in its infancy in Sudan. There are pockets of good practice albeit under different labels and many companies are following the well trodden path of focusing on technology such as an intranet as a way of storing ‘stuff’.  It’s not easy though operating in an environment which restricts access to software updates as an example. That said there is a groundswell of interest led by Dr Gada Kadoda who is mobilising a group calling itself the Sudanese Knowledge Society who are about to meet formally for the first time.

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Photo Taken outside the National Telecommunications Center Khartoum with some of the founding members of the Sudan Knowledge Society

The Khartoum presentations prompted an interesting exchange with one of the participants who attended both. Here with his permission is an extract.

Hi Paul

Thank you. I have attended both sessions. All day on Wednesday and the Thursday evening session… Few years ago while I was working in the UAE, I came across The European Business Excellence Model and the work of Peter Senge at MIT ( The Learning Organization ). Is this KM a new Fad, old wine in new bottles or is it a real contribution to your management thinking? It seems to me I am getting mixed signals…. To this day I still remember Business Processes Reengineering, as advocated by Prof Michael Hammer at MIT
Best regards

Mustafa

The Rio Tinto video (about a Community of Practice) in my humble opinion is a Quality Circle drill, which was helped by the advance in ICT…

And my reply:

Dear Mustafa thank you for your kind words and the background.

You raise a number of interesting points, let me answer them in sequence:

  • Old wine in a new bottle: to continue the analogy, if it is then it is ageing quite well as some 10 years ago Professor T D Wilson at Sheffield University in a paper entitled ‘The nonsense of knowledge management’ wrote the following:

The inescapable conclusion of this analysis of the ‘knowledge management’ idea is that it is, in large part, a management fad, promulgated mainly by certain consultancy companies, and the probability is that it will fade away like previous fads. It rests on two foundations: the management of information where a large part of the fad exists (and where the ‘search and replace marketing’ phenomenon is found), and the effective management of work practices. However, these latter practices are predicated upon a Utopian idea of organizational culture in which the benefits of information exchange are shared by all, where individuals are given autonomy in the development of their expertise, and where ‘communities’ within the organization can determine how that expertise will be used. 

  • Yet today as our research has indicated people and organisations are organising themselves to make better use of what they know and if knowledge management is a convenient label to achieve that then who are we to complain.
  • Quality Circle vs Community of Practice: Yes and no would be my response.  However for me the concept of a quality circle is much more around a particular incident (yes that was highlighted in the clip) but the idea of a Community of Practice is that it represents an ongoing and dynamic resource. The bigger point here I think is that the engineers were able to post something onto the platform used to run the CoP and locate people who’d had the same experience.
  • As to BPR and the other management ‘fads’ I would say there is a difference.  I see km as a horizontal thread running across the organisation; its a way of doing if you like a common sense approach to improving the sharing of what people and organisations know.  BPR et al gave no consideration to the transfer of know how from experts about to depart or how to bring people who’ve just arrived in the business up to speed as quickly as possible. Where km falls down is that it is often put into a corporate siding – the place where communications, marketing and HR don’t want to tread and as a result does not have the institutional clout that more established disciplines have.

km has been written off many times and yet as research into the evolving role of the ‘knowledge manager’ has uncovered there are still a large number of people engaged in km type activity. Even with km in their job title (and many still don’t) they are having significant impact and reach across their organizations.

Yesterday for example I received a copy of the excellent Asian Development Bank Intersections digital newsletter and was drawn to an article entitled Ahead of the curve: the long reach of short tales by the Knowledge Management Center headed by Olivier Serrat which said

In 2010, ADB embarked on its most ambitious story-driven exercise yet. It launched the ADB Sustainable Development Timeline multimedia project, which currently hosts over 11 hours of sympathetic reminiscences and expertise rendered in video from 72 ADB staff. The material is broken down into 1–5 minute snippets covering a veritable plethora of topics, e.g., communities of practice, corporate governance, gender equity, forest conservation, knowledge management, renewable energy, sustainable infrastructure, etc. But, beyond these, the interactive platform also contains short documentaries of projects shot on location, sounds, B-roll footage, animations, graphics, voice-overs, videos, statistics, photo essays, etc. The product has been warmly received, both in and outside ADB, and augurs well for ready use in staff recruitment and induction, learning and development, conferences and other events, education, and external relations.

I am looking forward to continuing this discussion when I am at the 5th International Knowledge Management and Organizational Learning Summit in Bogota in May. More on that in a later posting.

handling cultural nuances in Asia

It’s Thursday morning and I am in Hong Kong to run the closing panel session on day two of the inaugural Online Asia Pacific held at the Hong Kong Convention Centre.

On the first day I’d tweeted

‘Difficult to assess whether audience will ask questions; only one allowed thus far per session and all been from visitors to the region’.

Despite a very convivial lunch with my fellow panellists to discuss options it isn’t readily apparent what will meet the objectives to send the delegates away with a smile on their face, with a set of real ‘takeaways’ and bring the conference to a memorable conclusion.

Having been given the remit to do what I think appropriate it is going to be a case of trust my instinct and make sure there is enough interesting content to back me up if I needed it.

After a very promising start on Day One, with 150 people attending the keynote presentation and official opening by Stephen Mak HK Government’s recently appointed Chief Information Officer, the crowd thinned perceptively for the remainder of the event prompting the thought that being seen to sign up is more important than attending.

Those who stayed the course (probably an average of 50 per session) looked like they got their money’s worth and I take the opportunity, having watched Hazel Hall perfect the art at the 2010 Online Conference, of tweeting the bits I feel worth recording.

My ears prick up when Stephen Mak suggests that HK has Communities of Practice at the heart of its drive to build a knowledge based society. This was worth a question; in the interests of timekeeping my request to speak is declined so I corral Stephen before he leaves for a more pressing engagement of putting Information and Communications Technology & Knowledge at the disposal of HK’s population – its Digital 21 Strategy! Yes he says they do use CoP’s but only for internal purposes and then among the IT community. And off he sweeps to perform the opening ceremony which involved dragons, sticks and tambourines.

An intranet consultant from Singapore then talks about an assignment in Manila arguing that an Intranet is the blood line of an organisation; the most important part of an IT infrastructure. Again I was interested since the client is Asian Development Bank an organisation we’d come to know and respect greatly a year or so back.  His premise that ‘culture is what happens when a boss leaves the room’ an interesting take on working in Asia further reinforced by an insightful presentation from a Thai energy company who impose through KPIs a requirement on their engineers to contribute to Communities of Practice.  Here’s the conundrum:

  • while workers in Asia are taught to respect their superiors, follow their directives and defer to them in conversations, do ‘hits’ or ‘contributions’ to a lessons learned database enforced via a must contribute policy represent a real change in the way an organisation is working? Or is it merely the way things get done around here and some contribution is better than no contribution?

This conundrum was vividly illustrated later in a Q&A panel which included a session on Open Source technologies:

Q. what are the reasons for OS community here not growing up? A. No evidence that people in Asia will to contribute to online forums

Which brings me back full circle to my closing session dilemma: would a very eclectic public audience of mixed race, faith and gender be willing to embrace Sparknow’s participative work-shopping approach?

Here’s what I did:

  • rearrange the room by stacking previously unused chairs to get a much tighter feeling among the delegates.
  • prepare a brief presentation with plenty of illustrations to provide a backdrop to a conversation about how information and knowledge professionals needed to adapt.
  • ask the other panellists to sit in the audience for most of the session and use them as catalysts for conversations.
  • invite the delegates to consider what their three ‘takeaways’ are from the event (including the exhibition) and then to have a conversation with the person next to them about their choices.
  • at this point my fellow panellists (Robert, Bonnie and Waltraut) and I engage with anyone looking left out and the level of animated conversation bears testimony to a willingness to have a say at least in a small group.
  • I now want to invite the delegates to voice opinions but fear asking them from behind a lectern will be unproductive. Instead I pass the roving microphone to Robert Hillard (the keynote speaker and one of the panellists who is in the audience) to give me his.  Robert bemoans the lack of a open forum for information professionals in the region.
  • rather than give it back to me I invite him to select someone else in the audience and pass the microphone on to them.  That simple act both diffuses and increases tension; everyone watches anxiously to see if they are selected but focuses on what they might say if they are. It has become much more light hearted and I am able to joke about who is next and throw in anecdotes as the mike moves around.
  • this continues for 20 minutes or so; everyone who wants to speak does; Lorna Candy the conference organiser of Incisive Media is taking note of the takeaways – a much better feedback loop than the usual tick box/score forms handed out at conference.
  • the session concludes when I invite the panellists to take their places on the podium (a rather grand description for a table at the front) and give their own summaries which talk to the resonance of information literacy and the need to adopt language that business understands.

What were my takeaways from Online Information Asia Pacific?

  • economic value of reusing public sector information in Asia is not understood though strangely the value of good curation is.
  • conversely the museums sector don’t show digital collections on their website, a real opportunity lost since every other aspect of Hong Kong life including the Ding Ding is presented virtually as streaming video.
  • laughter (not too loud) can overcome basic inhibitions and while its easy to offend an advance apology can go a long way to ensuring there is no lasting damage!
  • when serving chicken remember the breast is what Westerners like; the legs and feet are tastier and considered more appropriate.