Prospering behind the firewall

It’s been a very hectic period since I returned (just in time before quarantine was reimposed) from Portugal. Since face to face communication is at a premium and Zoom / Team dominates working conversations I thought I’d reflect (#workingoutloud) on ‘stuff’.

KM Cookbook: Virtual Mezze Masterclasses

In the last few weeks, Chris Collison and I have run “behind the firewall” virtual masterclasses for the South African Knowledge Management Community (KMSA) and a prominent law firm. Well attended in each case they were held on Zoom / Mural and Teams / Miro. Both were exceptionally well received- no technical glitches to report – and the brekaout sessions around the KM Chef’s Canvas stimulated much discussion and “to do” lists.

The Walford Award & Presentation

In a couple of weeks time I will be giving the annual Walford keynote address to CILIP’s K&IM Community and presenting this year’s award to the hugely deserving Naomi Korn.

The 2019 event was followed by an enjoyable dinner with other award winners: 2020 is going to be held en famille. I like that the organisers have given me free reign to choose a topic the title of which will be: “Who needs knowledge professionals?” It’s not too late to sign up, see here.

The Knowledge Management Officer

A month ago Professor Eric Tsui asked me (and a number of others in the KM community) if I’d be willing to create a short video clip for his Hong Kong students about what it takes to be a Knowledge Management Officer. It made me reflect on how much or how little the role has changed since I first came across the term back in 1994.

To view the video see – https://flipgrid.com/s/w3WzgDTksB-qfLBx

Certifying the certifier: ISO KM Standards

My good friend and coauthor Patricia Eng has been hard at it these past few months preparing for the December launch of Dr Ron McKinley (previously Chair of the ISO Technical Committee that helped develop 30401) and her program for aspiring ISO KM Assessors.

The topic of who certifies the ISO KM assessor has generated much space on KM chat groups with claims and counter claims about who is and is not authorised to undertake an ISO KM Assessment against ISO 30401.

Patricia has always passionately advocated the separation of the consultant and auditor role. Of late there is a danger, with the slew of announcements from The Gulf claiming to be the first program to be certified, that the line is becoming increasingly blurred so the sooner she and Ron can begin accrediting would be assessors the better.

Ron’s Linkedin post ISO 30401 Certification Authority of a few weeks back is worth skimming through. I am looking forward to seeing them differentiate between and knowledge audit and a Km systems audit.

Cobra meetings and Kruger report

I continue to serve on my town’s ‘Cobra Committee’. Comprising Eastbourne’s civic leaders, business heads, health professionals, volunteer groups, enforcement officers, tourism chiefs and our MP, it meets virtually to ensure a coordinated response to issues presented by Covid-19 and that lessons get translated into policy responses.

It’s been tough for the local authorities to interpret guidelines from above while managing social cohesion and with half term holidays approaching the community is bracing itself powerless to prevent an influx of visitors from areas where the incidence of Covid cases per 100k is four times that of our town.

One of the topics I raised at this week’s meeting was the recent report “Levelling up our communities: proposals for a new social covenant“. Attempting to build on the community spirit that has emerged during the Coivd-19 pandemic, the report from Danny Kruger MP, sets out a vision for a more local, more human, less bureaucratic, less centralised society in which people are supported and empowered to play an active role in their neighbourhoods.

The importance of digital inclusion, digital literacy and collaborative public spaces, are topics that, as President Elect of CILIP, I care passionately about. Libraries Connected suggests:

“Libraries are at the heart of communities, reflecting and responding to local needs. They get more visits each year than any other cultural service, with a reach that extends right across income brackets, ages and ethnicities. They play an important role in promoting well-being and community cohesion by producing a range of cultural activities with their local communities, and providing many with access to vital online services.”

In 2013, when I was one of the founding trustees of the Zero Food Waste Charity Plan Zheroes seeking to redistribute edible surplus food to those who needed it, I hoped the issue of free meals during school holidays for those struggling to feed their family might be off the agenda by 2020. Alas it is not. Our MP Caroline Ansell showed her mettle this week, resigning her government post having voted with the opposition on the provision of school meals during the holidays.

The moral maze!

Interestingly and unrelated to the above, CILIP CEO Nick Poole tweeted this:

“When you strip it down, when you get right past politics and the law, the bedrock is morality. Each of us is at liberty to make a moral choice about how we treat the poorest and most vulnerable in our society. We ought to judge our politicians on the morality of their choices.”

To which I replied:

@NickPoole1 Eastbourne’s current MP @Caroline_Ansell made her moral choice yesterday and resigned from HMG. @StephenLloydEBN the previous MP resigned the LibDem whip a few years back, also over a matter of conscience. Must be the sea air!!!”

And he responded:

“Thanks Paul! I honestly think we should fete politicians who vote with their moral conscience to the rooftops – anyone who remains in Government is morally complicit in its actions.”

And finally

November is shaping up to be very busy. I was due to start it in Lisbon but the twin demands of work and threat of enforced quarantine on my return caused a postponement. Instead I’ve 5 speeches / events to run from the confines of my Home Office or that of Bees Homes Country Office and views to die for!

#Distributedworking is now becoming the norm. The housing market is awash with urban buyers looking for country idylls in which to combine home and work as a result of Covid and firms relocating and changing their working patterns. Here’s just one example from Reuters of 19th October:

Deloitte said Saturday it would close four of its 50 offices in the UK — but staff will remain at the big four firm on work-from-home contracts.

An updated report from thinktank New Financial notes 332 financial services firms have already moved jobs out of London because of Brexit, up from 60 last time they looked in March. It makes sobering reading but presents a huge opportunity for the agile, tenacious and knowledgeable professional.

As I will suggest in a forthcoming presentation awareness of the importance of the role of knowledge professionals is growing as firms struggle with knowledge loss due to downsizing, finding ‘stuff’ in opaque systems, collaborating effectively and facilitating virutal conversations.

It promises to be an interesting 3 months: the US Election; further global lockdowns; UK’s severing of ties with Europe; and yours truly taking on the role of CILIP President at a time of great change!

The power of positivity, of space and of images

A few weeks back I went to London for a celebratory luncheon with my fellow KM Cookbook coauthors, Chris Collison and Patricia Eng. I got the 09.24 from Eastbourne to London Victoria. As usual it was composed of just 4 coaches. At Lewes, boarding passengers were made to stand for the next 60 minutes despite an additional 4 coaches coupling up enroute at Haywards Heath. At Gatwick 1st class is decommissioned but still there is not a seat to be had.

It’s the same every day: the “On Board Supervisor” (OBS) apologises for overcrowding noting that 1st class passengers can claim a refund and the passengers fulminate about the half arsed way the railway is run.

However my 16th May journey was notable for a very different reason, the banter provided by “Driver Steve Copley“. From his welcome and throughout the 90 minute journey Steve kept up a regular litany of anecdotes, poetry and humour. At first my reaction was one of irritation. When I took a time out (and gave myself permission) to really listen I began to appreciate how clever and varied his oratory was. At Gatwick (where there was a delay) Steve greeted onboarding passengers in 5 languages and recited a poem as a way of apologising for the delay caused by a malfunctioning toilet.

Intending to change at East Croydon I felt compelled to stay aboard to see what he’d say about Britain’s busiest station, Clapham Junction, and how he’d mark the end of the journey.  Steve didn’t let me down: Clapham is the place where you change for all stations beginning with the letter S – he listed a number – and for those who want to avoid the hustle of the capital!  Victoria, named after a past Queen, is where you alight to see the home of the current one.

At Victoria I sought him out – there was a queue of people doing the same, thanking him for making their by now delayed journey such a pleasure.

It was notable that people had smiles on their faces, they talked to each other and in one case the young lad next to me made conversation with a lady across the aisle who had taught him for just one term some 3 years before. Steve’s rhetoric had created an environment where barriers were lowered and people felt comfortable conversing.

It took me back a few weeks to a couple of experiences in Hong Kong and Kuala Lumpur.

Space

I was in Kuala Lumpur to run a Masterclass (my fourth) at the International Islamic University of Malaysia and to give the keynote address at the second KM Exchange held at the Securities Commission’s lovely offices.

Keynote in KL

Well attended, the KM exchange was very well run (as you’d expect from an event Straits Knowledge are involved in) with the tables arranged cocktail style with plenty of interactive time built into the agenda.

The speakers were part of and came from the audience. It encouraged the collaboration that occured.

Getting among the delegates

It contrasted to the KM Asia event in Hong Kong the week after which was less well attended and where the speakers occupied the front tables and the delegates the rear creating an “us and them” feel.  It meant the only way to get engagement in a society where deference trumps demonstrative was to leave the stage and be among them.

While in Asia I wrote a longer article for Business Information Review on collaborative knowledge spaces which will appear in the June edition. In it I will draw on my experiences to demonstrate the importance of set up to running any event. Keep a look out for it.

And finally: when you look at things differently, the things you look at change

I spent last Saturday morning helping Bees Homes Managing Partner, Ana to stage a property ahead of its listing for sale. Previously on the market with another agent and empty it had failed to attract sufficient interest.

Here’s the same room as seen through the lens of two different agents:

As presented by Agent 1

As presented by Bees Homes

 

 

 

 

 

And this is what a prospective buyer (who previously saw it online but did not pursue it further) said when he contacted us for a viewing:

“Have they had work done, it looks so different now and really nice?”

Each of the above examples illustrate the importance of presentation and empathy. You need to get in the shoes of people (buyers/delegates/passengers) if you are going to connect with them. And to do that you need to create the right enviroment.

 

Knowledge et al: view from 46K

I write this at Dubai airport. I left a very fractured and troubled nation that is the UK, torn apart by a futile attempt to sustain the unsustainable (maintain unity in the largest party in our parliament).
Without pinning my political colours to the mast I must confess I despair at the majority decision to abandon a group that has been in part responsible for peace in Europe these last 75 years. The rush towards right wing nationalism across the globe is in no one’s long term interest and terrifies me as does the bellicose rhetoric that passes for debate.
It’s a good time to reflect on what’s gone and what’s to come.

Knowledge Management: the future

I was interested to see James Robertson and his team at Step Two in Australia post this week that Knowledge management isn’t dead, it’s more important than ever!and describe a number of assignments they’ve done at the practical end of KM.  That they (an excellent Digital Workplace and Intranet focused group) should highlight the importance of their KM practice feels significant.

Knowledge Management (KM) has been around for over 20 years as a set of tools and methods for connecting, collecting and creating knowledge. Lots has been written, and there are tens of thousands of practitioners out there—in-company specialists and consultants. Unlike Lean, Agile and other business improvement methodologies, KM has never had a single agreed set of tools, or a commercial accreditation or standard.

ISO KM Standard

In many ways, the arrival of an internationally agreed standard and vocabulary, imbues fresh professional credibility to the field of Knowledge Management. It provides knowledge managers with a ‘brand-new kitchen’, and a moment during which they can pause for a moment and consider the service that they provide to their organisations. I sat on the UK’s BSI KM Standards Committee one of the international bodies that provided input to ISO as the KM Standards were developed and ultimately published in Q3 2018. I said at the start and still believe
“The arrival of the ISO KM Standards (albeit that adherence is voluntary) provides a framework against which KM Programs can be viewed. An independently assessed external accreditation is another key component of the KM practitioner’s path to corporate legitimacy.”

KM Cookbook

The KM Cookbook written by Chris Collison, Patricia Eng and I serves up a menu of success stories and strategies for organizations wanting to know more about Knowledge Management Standard ISO30401 – whether they intend to pursue certification, or simply seek to use it as a framework to review their existing programme and strategy.
In writing this book, we want to catch the excitement of the arrival of this ‘new kitchen’ and to demonstrate how the arrival of the ISO Knowledge Management System Standard (ISO 30401) provides so much more than a moment to certify a level of consistency in practice.
It provides a moment to re-evaluate, to return to first principles, and to learn from others. Imagine you had the opportunity, not just to enjoy a new, well-equipped and fully inspected kitchen – but also the chance to sit down with KM ‘chefs’ from around the world, across different industry sectors and listen to their stories.
That’s exactly what we have set out to do with the KM Cookbook.

Chartered Knowledge Manager Accreditation

Concurrently in my role as Knowledge & Information Management Ambassodor for CILIP I have been assisting them with the development of what we hope will become a globally recognised accreditation for Knowledge Managers. The first cohort of two dozen has being signed up and they are going through a process of submitting a KM portfolio of work for assessment in anticipation of the award of a Chartership in Knowledge Management.

Assignments, Masterclasses & Speeches

I am Asia bound to give the opening address at a Knowledge Exchange Roundtable event at Securities Commission in Kuala Lumpur and then to run a Masterclass (my 4th) at the International Islamic University of Malaysia
The next stop is then Hong Kong for another Masterclass this time with my good friend Eric Hunter followed by presentations / panel sessions at KM Asia 2019.with Patrick Lambe, Hank Malik on the ISO standard and Bruce Boyes, Rajesh Dhillon, John Hovell and Bill Kaplan on KM Accreditation.
At all these events I will be drawing on the soon to be published “KMCookbook: Stories and Strategies for organisations exploring Knowledge Management ISO Standard 30401” as well as the latest developments in the KM Chartership Accreditation.
Then it’s back to the UK for the Thomson Reuters Practical Law event where I will be running a session and speaking, then a co session with Victoria Ward (more of her in a minute) at the UK KM Summit followed by a trip to Lisbon for the launch of the KM Cookbook in Lisbon in early June at one of my favourite events, SocialNow.

2018: a varied and stimulating year

Looking back to 2018 I had the great pleasure of working alongside Victoria Ward (formerly of Spaknow) on a really interesting KM assignment for a global manufacturingl company. Involving the embedded of KM practices into an organisation undergoing rapid transformation it was challenging and stimulating in equal measure and the use of effective visualisation, personae and archetypes key to delivering on our mandate.

As if the above and researching, interviewing and coauthoring the KM Cookbook wasn’t enough I also managed to fit in a couple of Masterclasses in London and Stockholm around the soft skills (the critical 8 ‘ates) of the Knowledge Manager and deliver a few keynotes in Italy and Sweden.
Back in the UK it was the 2nd year of operations for the two businesses I helped establish and run, award winning Bees Homes  and Coastway Financial. Today is the end of both companies financial years so it’s great to report we are on target to where we wanted to be. 
Despite all the uncertainty, Brexit is proving less of a challenge as there is a move from vendors towards the type of quality service we are offering. A key statistic for us is “Property Views” online and it’s great to be able to report we are currently #1 in our region.
Transparency and trust are important values so we are running “How to sell your property in a post Brexit world” on April 16th at Eastbourne’s swankiest new boutique hotel to share some of the techniques we apply to dress a property to its optimum potential.

In the Community

Our initiative to help with the transformation of our town continues on a couple of fronts. The Urban Art idea has gathered momentum and support from the Municipalities CEO and I am helping him and the regeneration team to attract conferences to the town.

And finally

46k is my preferred seat on the Emirates A380 (and the Boeing 777). Check out Seat Guru.com to see why!

New Year, new book: getting the KM Cookbook over the line

Stop press: 4 February 19

Today Chris Collison handed over the first iteration of the manuscript to Facet Publishing. The countdown begins to the May publication date.

——

The past 3 months have been hectic as Chris Collison, Patricia Eng and I raced to meet a publisher deadline of 31st January. I’ve enjoyed the discipline of conducting interviews and turning them into chapters that showcase their KM activities.

I’ve also enjoyed working virtually as a team even though bandwidth in Chile and at some airports can be a challenge (Patricia is touring South America and Chris spends more time on planes than I do).

It all begun over dinner as most good things do. Having run a joint Masterclass in Lisbon in May 2017 Chris Collison and I were sitting in a restaurant overlooking the River Tejo supping a wonderful Alentejo Red wine enjoying Arroz do Marisco (Portuguese Paella).

Over the next 6 months we had a number of discussions culminating in a decision to go ahead and write a book using the release of the ISO KM Standards as a backdrop.

A book that makes no promise to help the reader ‘pass’ an assessment, more one that draws on great examples from leading global organisations and highlights aspects from their KM Programmes others might find inspirational.

I’ve learned so much during this time and could not have wished for a more varied group of organisations to interview:

  • PROCERGS of Brasil
  • MAPNA of Iran
  • Saudi Aramco of Saudi Arabia
  • Petroleum Development Oman
  • Dstl (Defence Science & Technology Labs) of the UK
  • Transport for London of the UK
  • Financial Conduct Authority of the UK
  • TechnipFMC of the US, UK and France

There have been so many interesting stories and reassuringly endorsement of the importance of the “8 ‘ates (soft skills essential for KIM’ers) I’ve spoken about and led masterclasses on. It’s also been interesting to learn that one organisation has aligned it’s own KM consultancy effort to the new ISO 30401 KM standard.

Introducing the book

The KM Cookbook serves up a menu of success stories and strategies for organizations wanting to know more about Knowledge Management Standard ISO30401 – whether they intend to pursue certification, or simply seek to use it  as a framework to review their existing programme and strategy.

Knowledge Management (KM) has been around for over 20 years as a set of tools and methods for connecting, collecting and creating knowledge. Lots has been written, and there are tens of thousands of practitioners out there—in-company  specialists and consultants.  Unlike Lean, Agile and other business improvement methodologies, KM has never had a single agreed set of tools, or a commercial accreditation or standard.  Attending a KM conference can feel a bit like visiting an international street food market!

In many ways, the arrival of an internationally agreed standard and vocabulary, imbues fresh professional credibility and to the field of Knowledge Management. It provides knowledge managers with a ‘brand-new kitchen’, and a moment during which they can pause for a moment and consider the service that they provide to their organisations.

Why a Cookbook?
For a potential restauranteur who has gone beyond casual street-food and is looking to sell a service to customers, the challenge – and the opportunity – is to provide a distinctive offering with consistency and professionalism.  To do that successfully requires a number of elements:  credible reputation, premises, staff, tasty and appealing menus and recipes, compliance with relevant food hygiene standards, and, of course, blood, sweat and tears.  And at the heart of it all, with its appliances, utensils and food stocks, is the restaurant kitchen.

In the KM Cookbook, we use the metaphor of the restaurant, its cuisine, owner, chef, staff, ingredients, menu-planners, customers – and a restaurant critic to serve up ISO30401 on a plate for the readers. The second half of the book explores sixteen different examples of KM in practice, through the words of their ‘KM chefs’.

Imagine you had the opportunity, not just to enjoy a new, well-equipped and fully inspected kitchen – but also the chance to sit down with KM ‘chefs’ from around the world, across different industry sectors and listen to their stories. That’s exactly what we have set out to do with the KM Cookbook.

Who we’ve written it for

Our aim has been to produce a highly readable, slightly tongue-in-cheek dinner companion for a wide readership. We hope anyone looking to see how Knowledge Management can make a difference to their business will enjoy this as a good read and that KIM Professionals, Senior Management, Quality Management and Human Resource Professionals will find much of specific interest to them.

Agreeing a framework and table of contents took time; we narrowed down the immediate target audience to:

  • Senior Management: trying to decide whether to adopt the standards
  • Practitioners: tasked with implementing the standards and remaining compliant
  • Assessors: who will assess organisational KM activity against the standards to help them understand KM

Draw up a chair –  we hope you’re hungry!

 

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!