The KM Standards are coming: Is this a big deal?

The following article published by Karen Mcfarlane and I appeared in abridged form in this month’s edition of “Information Profesional”

For the past couple of years, national standards committees have been working on the development of an ISO Standard for Knowledge Management Systems. Is this a big deal? How have we got here? Will it have an impact? Who is likely to benefit? What does it cover?

We would like to stress from the start that the new ISO BSI Knowledge Management Systems Standard is a standard of principles. We believe, contrary to some in the Knowledge & Information Management (KIM) community, that there is real value in having a set of universally-agreed principles that practitioners can align with.

The new standard sets down a marker for future knowledge managers to benchmark activities against. As with all BSI standards, it will be reviewed every five years to ensure that it is up to date.

The idea of KM Standards is not new; the British Standards Institution (BSI) first discussed it in 2000.

A long time in the making

BSI’s initial look at Knowledge Management standardization in 2000 resulted in a publication: Knowledge Management PAS 2001: a guide to good practice.

In 2002, BSI’s KMS/1 Committee produced BSI Position Statement on Standardization within Knowledge Management which concluded: “The judgement of BSI is that, at this point in the development of Knowledge Management, it is too early to attempt to impose too rigid a framework or too narrow a view of this rapidly developing field.”

Interestingly it presented this figure to illustrate the above conclusion.

BSI noted: “…within British Standards there are effectively three levels of standardization that can be applied according to the requirements of the industry at that specific point in time.

As an area grows in maturity it is generally the case that the documents produced will tend to move up the pyramid, reflecting the greater consensus within the industry and public. It is important to note that, unless directly referenced in legislation all Standards (and other documents mentioned here) are voluntary documents.”

Notwithstanding, BSI continued to publish KM guidance material:

  • April 2003 – PD 7500 Knowledge Management Vocabulary
  • May 2003 – PD 7501 Managing Culture and Knowledge – A guide to good practice
  • July 2003 – PD 7502 Measurements in Knowledge Management

Following on, European Standards (CEN Workshop) Agreements published in 2004 a European Guide to Good Practice in Knowledge Management

So what has changed? Why is the time right for a standard?

Despite frequent predictions of its demise, the discipline of KM (or whatever guise it appears in) is now a tactical/operational role in many organisations. Take a glance at the countless adverts for knowledge managers to see what we mean.

KM has grown in maturity, and can now be considered to be almost a quarter of a century old, so meets the criteria BSI applied for having a standard.

Today we await formal publication of ISO KM Systems Standard 30401, individually approved by the national standards committees and the ISO Working Group that oversaw its development. Indeed it may well have “hit the stands” by the time you read this.

What we can confidently predict is that on 8 October there will be a formal launch event organised by BSI details of which will be available soon.

Development of the standard

Work started in 2015 and was conducted by an ISO steering committee supported by eight national mirror committees including the UK, which contributed significantly to the initial draft.

A draft was made available for public review for a six-week period during December 2017 and January 2018. Hundreds of comments were received and the UK BSI committee went through each one (including those of CILIP’s K&IM SIG), identifying 270 suggestions to be referred back to the ISO committee. These were combined with comments from 15 constituent countries, including eight national mirror bodies. This means that the final standard not only reflects UK contributions but those of other countries.

About the new standard

The new KM Standard will not try to tell you how to do KM, but it does help you ensure you have set up a good management system, providing a solid foundation on which to build your KM solution.

The standard is flexible. It is applicable to large and small organisations. It sets out principles for guidance. This standard does not mandate how you implement KM. It describes requirements for the final product but not how you get there. It’s an attempt to ensure that KM is managed with a degree of consistency. It is an aid for self-audit.

What does the standard cover?

  • It starts with an outline of the purpose of the standard. It outlines why KM is important. It provides Guiding Principles and outlines the boundaries of KM.
  • Section 3 defines knowledge and also knowledge management
  • Section 4 covers the KM system, understanding the organisation and its context and how KM supports this; understanding the needs of stakeholders. It then outlines the KM system itself: the knowledge development/lifecycle; enablers (the roles, processes, technologies, governance and culture)
  • Section 5 covers leadership and governance
  • Section 6 covers planning and actions to address risks and opportunities
  • There are three annexes on: the knowledge spectrum; boundaries between KM and adjacent disciplines; and KM culture.

Benefits of the standard

  • It provides a benchmark for your KM management system and a guide to those organisations that are new to KM to help them avoid common pitfalls.
  • It gives knowledge managers leverage in their organisations.
  • It gives KM legitimacy as a profession.

Impact

In order to assess the impact it is worth providing context. Many KM programs benefit from an image. Here’s one that might help:

The standard is like a new kitchen without the utensils, the crockery, cookbook; it’s down to those who use it to determine how it will work for them.

At first, practitioners are unlikely to see a significant change. Few assessors have seen the standard, even fewer will have a KM background, though it’s arguable whether that is a prerequisite to undertake a “compliance audit”.

Our hope is that it provides a globally-accepted framework of what should be in a KM programme and how it should be supported and assessed. We are looking forward to it being drawn on by organisations that value KM.

Who will benefit?

At the time of general release of the draft for comment in Q4 17, a question that arose was: “Who is going to benefit?”

Undoubtedly consultants will develop offerings that purport to help organisations to prepare for an ISO KM Standards Audit. If that helps to raise standards then surely that’s a positive. However, we see the real beneficiary being KM practitioners, current and future in those organisations such as the public sector for which ISO Standards are a core component of their quality measurements.

And finally

A week or so ago Chris Collison published this on LinkedIn:

Excellent article in CILIP magazine by Paul Corney and Karen McFarlane CMG describing the forthcoming KM Standard. Despite one or two early reservations (and a lot of commenting) – I’m convinced that – used thoughtfully and strategically – it will become an exciting force for good. Hungry for more? Watch this space for news of an exciting collaboration!
In the intervening period the post has been viewed by more than 4k people and liked by 100+. It also spawned a number of comments from those in the KM Community who oppose the idea of standards for KM.
While everyone is entitled to their opinion and I’ve expressed mine in the article I was very disappointed that once again the integrity of those who took part in the process was called into question. I participated because I believed it was the right thing to do not because I thought it would generate future business.  Anyone who knows me and the pro bono / community work I’ve done and will continue to do will confirm that is not how I am wired!

Snapchat, the problem with Google Books and the rise of the Curator (Unicorn)

Indulge me a little. Earlier last week while prepping for a forthcoming trip to Asia I read a post The problem with snapchat from a US student Allie Link who described why she’d abandoned it. This phrase stood out:

Snapchat was not meant to take the place of picking up the phone and calling somebody when you want to have a deep conversation.

My research was prompted by a comment from a friend who following lunch with her grandchildren observed:

Facebook was invented by college students for college students, but today’s students don’t use FB.

She could have said, instead they use Instagram, Snapchat & WhatsApp. I would have added (as a result of experiences studying / researching in a University library) that they also have lost much of the art of human interaction of the sort needed for conversation.

I fear we are creating a Soundbite Society, one that is attracted by the headline but unwilling to read the article beneath. We take things at face value rather than ask the awkward supplementary question. Everything is reduced to concise phrases (or 140 characters in the case of Twitter), where celebrity is acquired from social media activity not earned thru expertise or deed.

the lure of technology

Which brings me to my core theme here: are we being seduced by the lure of technology to act as the guardian of our organisational knowledge and as a result oblivious to what’s happening behind the firewall?

I see the workforce struggling to keep pace with the array of gadgets and apps being thrown at them as we rush to provide a fully integrated Digital Workplace. Tags and taxonomies have never been sexy but are still vital to find ‘stuff’. Too often people are asking:

where did I have that conversation?

and unable to locate what was said.

From conversations I’ve had recently with Darron Chapman, David Gurteen and Martin White I am increasingly coming to the view that the shift to ape applications used in a social environment in the office is not going to meet the high expectation levels being set. While organisations try to give their workers access to organisational knowledge and information, ‘anytime, any place, any device’, I am still to be convinced that conversations captured on the likes of Workplace, Yammer, Slack, WhatsApp will end up assembled in a navigable and useful manner.

If organisations, with a policy of filling vacancies from within, have the talent they need in house and are able to find it via intelligent expertise systems then why retain external placement organisations? That they do suggests reality does not reflect the hype.

the challenge of asking the right question right!

Another area where the cracks are appearing is through the widespread use of the Virtual Assistant (VA). We are at a crossroads: to be really effective the VA needs to be able to interpret the question being asked (often not in the native language of the enquirer). But the enquirer does not know how to ask the question in a way that helps the machine to learn.

I see this when I use Google Translate (which with an improved algorithm in place is very good). It does not yet recognise the style I use when asking a question which I want translated into another language.

Here’s what I mean. Earlier this month I was in Lisbon. My Mother in Law offered to cook me dinner but as I was out for the evening with clients and left very early that morning I wrote her a note (imperfect as it turned out). I typed in “I am out for the day. No dinner tonight thank you.” The translation ended up as ‘sem jantar a noite obrigada” which in fact was interpreted as the reverse so a sumptuous meal of Carne de porco a alentejana was served. Imagine my shock at turning up at 11.15 to find a table of food and guests!

the problem with Google Books and CRM ‘lite’ operations

Back in Q1 I ran a survey and awarded prizes (of my co-authored book when available) to 3 lucky winners. One asked if I might send it electronically which I was happy to do.  So in July I bought a copy on Google Play Books. The recipient’s email was a Google one so a redemption code was sent to him.

Unfortunately after 3 attempts (in different countries)  he was unable to redeem the code and access the book. I use the chat facility and discover after an hour that an electronic book can only be downloaded in the country in which it was bought and moreover the purchaser cannot download it themselves. Here’s the issue: I had to go back and forth and each time I had to explain the situation again; the information I was originally given proved wrong.  If the most sophisticated search organisation can’t get it right with it’s CRM system what hope for the rest?

the rise of the organisational Curator in fragmented workplaces

Which leads me onto one of the disciplines I believe will grown in importance.

In a previous post I referred to the deluge of “Fake News” we are all subjected to in personal and professional situations. It’s not about the volume it’s more about the veracity of what people see that’s the issue now.

People in organisations want trusted content on their desk top. At issue is whether that can be provided automatically devoid of human intervention. I continue to argue that the curation of critical knowledge is an art form requiring an understanding of the DNA and way of working / rituals of an organisation. These are the nuances that I’ve yet to see any technology master.

So if my assumptions are right then far from becoming defunct the Knowledge & Information Professional’s role will become more important. To recap this is what I suggested #7 Curate of the 8 ‘ates would be:

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.

Am I right? I met Darron Chapman who runs a successful placement and recruitment business that focuses on this market. I asked him, “what skills and talents clients are looking for?” “Clients want Unicorns” he said. “They are increasingly looking to place them in global locations close to operational units. He cited places as diverse as Hong Kong, Lisbon, Madrid and Warsaw.  The skills have to be both technological as well as soft and there are very few people who meet those critieria. And if you want more on this it is a topic I will be discussing in much more detail during my trip to Asia next month and Martin White will be focusing on the challenges of expertise systems in Aarhus at Janus Boye’s event.

and finally

3 cities; 3 Masterclasses; 3 presentations and a closing facilitation session at KM Asia to look forward to from November 13th to 24th..

I’ve been experimenting with an interesting technology Biteable which proved really effective in creating a brief 1 minute video to advertise the 3 Masterclasses. Check out the results and let me know what you think.  Its a case of recognising that pictures with few words seem to get the interest of people overwhelmed by a deluge of offers.

I would like to give thanks to the following people who made the Asian “Adventure” happen:

Les Hales, President HKKMS

Zabeda Abdul Hamid, Asst. Prof. Deputy Director Graduate School of Management IIUM-CRESCENT International Islamic University Malaysia

Patrick Lambe, Author & Founder, Straits Knowledge, Singapore

Murni Shariff, Head Corporate Services, Malaysian Gas Association

Chung Yin Min, Knowledge Management Consultant, Innovation and Service Excellence PETRONAS, Malaysia

Janice Record, Head of International Knowledge & Insight DLA Piper, Hong Kong

 

 

“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.

 

 

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

A book on the sunbed, KM Manager’s critical ‘ates and getting social in Lisboa

It’s been an interesting couple of weeks that began with a vacation in Cabo Verde on an island called Sal (Salt in English-which sort of gives away the terrain). Then a week in Lisboa at the annual SocialNow event, a unique gathering where social enterprise software vendors present their products to an invited evaluation panel representing the management of a fictituous company Cablinc.

a book on the sunbed

Cabo Verde was chosen as the vacation destination for two reasons: it is a former Portuguese colony and my wife (who is Portuguese) and I are trying to visit all of them to see how much of the culture and governance structures remain; and it seemed like a good place to wind down and catch up on book reading.

Without the necessity of a daily commute and the reading time a long journey creates I find the virtual world gets in the way of paperback reading though sitting under a sun umbrella reading a book on KM Strategy might not be everyone’s idea of relaxation on vacation!

Here’s a very abdriged review of my vacation reading list:

  • The Kind Worth Killing: A clever tale, well written with a twist that starts at an airport, the author keeps you Holiday Readingin constant anticipation and it kept my interest throughout.   Great for a 5 hour plane ride.
  • The Girl On The Train: Took a long time to get going (rather like the train system here) switching back and forth among characters.  Ending was well crafted if you have the patience to get there.
  • Relationology: Essentially a business book (101 tips) about managing relationships with stakeholders. Admired the discipline behind the networking approach and how the author has turned his theories into practice for the good of others but felt it devalued the human element of meeting people by making it a very structured process.  Did like suggestions about having groups of mailing lists and being upfront about why you are meeting/calling.
  • Engagement Manifesto: A book that triggered a lot of thought with good tips and approaches. Made the most notes (7 c’s of change, 5 elements of change and ‘The Five Monkeys’ experiment about resistance to change as its “the way things are done around here’).
  • Knowledge Management (KM) Strategy: The book sets out a good, structured and thorough approach and I liked the suggestion that organisations should give primary focus on critical knowledge and strategic knowledge areas when developing their strategy.  I felt though the chapter on KM Technology could have benefited from more visualisation of where the tools fit and what they look like (a picture being worth a thousand words).

KM Manager’s 4 critical ‘ates

While reading the Engagement Manifesto with its 4 of this and 7 of that my thoughts turned to engagement in a KM environment. I’ve been arguing for some time that facilitation is a core competence for all KM Managers. And I think there are 3 others. So my 4 critical ‘ates are:

  • Investigate: Are you putting a buring fire out / solving an immediate business need (operational KM) or is this driven by the vision from the top consisent with the organisation’s stated business direction (Strategic KM)?
  • Negotiate: Up front you need to agree what the scope of your role is and to be tough negotiating what success and hence measures will look like.
  • Facilitate: So much of what a KM Manager does involves facilitation and another sub ‘ate, Navigate. You will become the hub knowing who to go to to ask if you don’t know yourself. You have to facilitate connections, meetings, interactions, events and communities. It requires resilinace and a lot of social skills.
  • Communicate: Senior KM’er’s tell you to devote at least 30% of their time to communicating what you do and getting feedback – its not just about broadcasting it’s about collaborating. Have the KM Elevator pitch always with you. Let all your stakeholders know what you are doing and why.

Which leads me nicely onto Lisboa and the 5th edition of SocialNow.

getting Social in Lisboa

From left, Luis Suarez, Emanuele Quintarelli, Paul Corney, Ana Neves, Jaap Linssen and Marc Wright

5 vendors presented and they were interwoven with a couple of keynotes and presentation from Cablinc ‘consultants’ (see panel alongside) who focused on the business issues facing the organisation setting context for the vendor presentations. I was delighted that Eric Hunter was able to come over from San Diego to sit on the evaluation panel.

Screen Shot 2016-04-19 at 15.34.04

My topic was Knowledge Capture & Retention and ISO 2015. Perhaps surprisingly few in the room were aware of last year’s ISO update which for the first time included this on KM:

A fuller account of the proceedings and the twitter chat can be found at eventifer.

subway_Graphic_2015_1280pxI was really taken by the closing Keynote from Tony Byrne of The Realy Story Group who gave an illuminating talk on the landscape of digital workplace and social enterprise tools and apps. His Technology Vendors Map is well worth a look.

If this is a topic of interest I’d also point you to an excellent article from Dion HInchcliffe on Social Collaboration Tools.

As in 2015 Nooq won the ‘coolest tool’ category. Its a great visualisation tool to show what’s happening in an organisation and sits above enterprise applications.

and finally

This year for the first time there was a day of Masterclasses after the event. I was delighted to have had the opportunity to work alongside Luis Suarez (@elsua) who is a #noemail evangelist.

Screen Shot 2016-04-19 at 16.16.12Luis ran the morning and I ran the afternoon. His method and justification for lowering email usage are compelling and I loved this slide that shows how a social networking platform can be a lot more efficient than using email.

And now back in the UK I have a couple of week’s focusing on the next chapter of the book I am coauthoring with Patricia Eng before travelling back to the Mid East and Lisboa.