the role of narrative grids in knowledge retention & knowledge sharing

In a recent discussion about how to surface issues that need addressing as part of a km strategy the subject of timelines and objects came up. Here’s a post I wrote for Sparknow at the end of a working session:
At the back end of 2010 Victoria, Carol and I were in Barbados helping to develop a knowledge management strategy.

The strategy needed to be reflective of the institution yet grounded in the reality of the changing nature of the economic marketplace in the Caribbean where the alleviation of poverty remains a core objective of most developmental efforts.

People have become dismissive of the value of km after years of failed attempts to institutionalize it in organizations. Yet the principles of working towards a knowledge sharing/transferring culture remain valid especially in development. And the potential for improvement in operational efficiency cannot be underestimated even if at times is not easily quantifiable.

We began by looking for good examples of knowledge sharing; using a structured framework for the initial assessment has benefited the client (as well as us) and provided an organizing mechanism for reporting.  Adopting a critical decision interviewing approach has also made it much easier to unearth some of the stories that illustrate how knowledge flows. Perhaps our biggest (re) learning is the value of a neutral object in acting as a catalyst for conversations around the working practices of organizations.

Most people feel uncomfortable talking about something intangible, they need a hook to hang their conversations on.  In much of our work we’ve asked people we are interviewing to draw a time line to help ground them in chronological events; that tended to be a good launching point for dialogue and stories. It was especially effective in our mission to Darfur back in March where the enormity of the problem tended to obscure people’s specific recollections unless they had just occurred.

In Barbados though we were looking for evidence of how knowledge and information flows across an organization and how it is used to inform decisions.  Drawing on the excellent tome Working Minds by Gary Klein et al we combined a critical decision interviewing approach with a timeline approach to create a Narrative Grid.

Perhaps most importantly we built on previous work with Royal Mail and others to ask our interviewees to describe what was going on in the formal and informal channels (“above and below the line”) while a decision was being made.

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Did it work?

  • As a conversation piece and in a 1:1 situation it was extremely effective and moreover became the neutral object that the interviewee was happy to channel their thoughts into. We learned a lot about the use of the right pen and of the value of the subtle prompt. It was also very effective as a way of assessing different cultural types; there were those who instantly took the pen and began writing; those who would take the pen after we had begun writing; and those who were happy to have us do the writing while they “dictated”.
  • In a group session the Narrative Grid shone. Teams would gather round correcting each other and while the outputs were often anything but neat the results of a genuinely collaborative effort were not purely visual. Getting each group to summarize was especially useful since it often revealed similar patterns of behaviors, good examples/stories of knowledge sharing and areas ripe for process improvement.

Over the last decade Sparknow has experimented with many techniques to capture organizational stories. For helping to identify organizational knowledge and information flows around events and decisions the Narrative Grid has proved among the most effective.

knowledge retention: a story collectors guide

At the back end of May 2012 I was in Bogota and met a team from the International Center for Tropical Agriculture (CIAT) to discuss the timetable for completing the story collectors guide first conceived during the second half of 2011 during Victoria Ward’s trip to Colombia.

CIAT’s mission:

To reduce hunger and poverty, and improve human health in the tropics through research aimed at increasing the eco-efficiency of agriculture

is one Sparknow fully supports so it is a great pleasure for us to be able to help them bring this guide to fruition.

Soon, researchers jetting from country to country will have guidance and ideas on how they might go about noticing and collecting the stories and anecdotes that bring data, events and topics to life at their finger tips to complement traditional field data and observations. The field guide will challenge researchers to use sounds, photos, stories and other materials in order to share experiences and engage others.

Check out CIAT’s blog for an account of the Bogota meeting and plans for the guide’s publication.

Keep watching for further updates.

‘I cried for an hour…’

The words of a Colombian American who’d been to school in England, whose family are Colombian intellectuals and whose children live and work in the USA. The psychological impact of May’s Bogota bombing on a country rapidly emerging from decades of internecine conflict cannot be underestimated. It is a setback, yet I’d back this country and the people. It is a great place, a fusion of South American and European cultures and its people have a strong work ethic and an insatiable thirst for knowledge which is how I came to be here.

The 5th Knowledge Management & Organizational Learning Summit held over 2 days attracted 200+ many of whom booked late. Colombians I was told leave most decisions such as where to go on holiday until the last minute which places a premium on contingency planning. Perhaps unsurprisingly given the country is emerging from a difficult period personal financial decisions are driven by short-term expediency rather than long term accumulation of wealth. This translates into ‘knowledge is power’ mentality that makes efforts to promote the sharing of knowledge a challenge.

Despite being the sole European and linguistically challenged I nevertheless felt part of a family. My presentation delivered in English with simultaneous translation was given to an audience of bankers, industrialists and government officials. The hour I spent in advance going through the presentation with Carolina the interpreter paid off handsomely and enabled me to run in tandem with Luisa Sucre (an excellent facilitator from Venezuela) a number of interactive sessions that revealed how good South Americans are at dialogue.

I began by asking how many had been in km for more than 5 years – about 1/3rd. How many had km in their title – about 1/5th and how many thought km had been around for more than 10 years – about 2/3rd.  This was a topic they’d clearly thought about even if it had not become an accepted discipline in the organizational hierarchy.

I was also able to garner a dozen varying views on the role of the future knowledge manager in Colombia – more of that in a subsequent posting.  The allotted 2 hours flew by (at least for me); I wished I’d had longer.

The afternoon of Day Two featured a World Café run by Zulma Sofia Patarroyo a very energetic Colombian who used the 3 hour session to surface what the delegates had learned and would take away from the event.  She began by asking each table of four to listen to each other’s learning points and then for the table ‘host’ to remain while the other three found an alternative table.  This continued for a further 2 ½ hours which seemed like an eternity to some but was enthusiastically embraced by most as I was to see evidence of the following day when meeting a delegate who had his ‘takeaways’ on the wall of his office. Jorge Enrique Merchan a graphic artist was on hand to expertly record the activities.

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My personal takeaways:

—     A very well organized event that covered the little details well and didn’t try and pack too many speakers into the two days

—     The audience was attentive and respectful; it took little prompting to get them to participate in a karaoke style community singing at the start of Day Two led by Maria Helena Magalhaes from Brasil, creating music at the end of Day One with Patricia Molla from Argentina and embracing the World Café concept with abundant enthusiasm; laughter is always near the surface of conversations

—     There is a lot of km style activity going on in South America albeit under other labels especially Organizational Learning; people see its potential value

—     The big issues organizations face are similar to those found everywhere and include knowledge retention and knowledge transfer though here perhaps more than anywhere there is a need for a structured contextual approach in order to gain endorsement across an organization

—     The use of stories to drive change and underpin initiatives is in its infancy

—     A visit to the Botero Museum where much of Fernando Botero Angulo’s work is displayed in a remarkably open manner should be an essential component of any trip to Colombia

‘…it can be quite lonely at times’ I reflections from Henley KM’ers

‘Dear John, I never imagined 10 years ago the true impact of knowledge. The bureaucracies of the paper world are gone and communities are what deliver value at a local and a global level.  All my knowledge of technology was of only passing value. The networking skills are what are helping me thrive.’

Just one of the many postcards sent back from the future (2020) to today by the delegates at Henley Business School’s 12th meeting of their KM Forum. Putting learning at the heart of the organisation was the theme of the annual two day retreat and I was there running a Sparknow timeline exhibit that featured highlights of the evolving role of the ‘knowledge manager’ research we’ve carried out.  More of that in a future post.

This post is about the exhibit and how postcards were used as a technique to develop a delegate view on the changing environment and role of a ‘knowledge manager’.

why a postcard?

In many ways the postcard serves a powerful metaphoric role for key dimensions of knowledge management and of time:

  • It is personal/private but at the same time both shareable and publishable via a noticeboard.
  • It maintains its quality of having been individually authored, so the link to the originator stays explicit.
  • It is light, compact, and highly portable.
  • It is asynchronous, but interactive and annotatable
  • It is an ideal vehicle for messaging
  • It is time saving for the author.
  • It is an early form of multimedia, allowing an almost infinite range of attached images

Sparknow’s research into the use of postcards goes back over a decade. Victoria Ward and Professor Clive Holtham of Cass Business School and others from Sparknow wrote about the uses of the postcard in re-forming organisational time, place and meaning” for the ‘In search of time’ conference, held in Palermo in 2003. A copy of that paper and one presented in 2010 on slow knowledge can be found here.

why a timeline?

Our experience suggests people respond best when they are asked to situate comments against a time and place (and often an object or event) as a backdrop.

postcards and time lines as a combination.

The visual impact of a series of postcards on a timeline is visually compelling.

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materials for the timeline

By putting up background material for the three focus points on the timeline (2002 > 2012 > 2020) we were able to provide context for the postcards people were writing; to get them thinking back from 2020 to today and then from today to 2002. We were particularly grateful to Andrew Curry and The Futures Company for letting us reference their work. Andrew wrote an interesting and thought provoking blog to accompany The World in 2020 publication we drew on to design the exhibit.

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looking back from 2020

the questions posed were:

Imagine you are writing back to someone in 2012 from 2020 (or to 2002 from 2012). Tell them:

  • about your daily life
  • what’s changed about your job as a ‘knowledge manager’ and the environment in which you work
  • what kit and tools are different now from then.

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looking back to 2002

and the outcomes

More than 25% of the delegates completed a postcard.  Each revealed something about the writer and their vision of the world.

A couple of revealing postcards from today back to 2002

You’re still in KM.  And for a while it’s even in your job title.  You do a lot of technology.  You spend a lot of time in “programmes” and service development, development in general, is project-based rather than continuous.  The KIM profession is government recognised, but frequently struggles to find direction and leadership.

Hello, we’ve almost forgotten how to pick up the phone or walk over to speak to people.  We spend a lot of time sending “texts” from our phones and reading about our friends’ activities from their “electronic” Facebook page.  It can be quite lonely at times.

Many felt strongly that being networked will be one of the key differentiators in 2020; that technological advances will continue to enhance our ability to work wherever and whenever we want to but that time savings (to enjoy more leisure) is a forlorn aspiration.

Few saw the ‘knowledge manager’ title as being around in 2020, it being best illustrated by this:

The Knowledge Manager is extinct. Culture and behaviors of the knowledge manager are embedded into all employees as the modus operandi.

though another said in 2020:

I am working as an advisor, consultant, advocate, counselor, co-creator. I work to Board level leadership but I roam The Organization, working to improve colleagues’ personal and group knowledge management.

Technology has simply become the channel, its just the ‘thing’.

a great piece of advice:

Try to write letters as much as possible because otherwise your handwriting will get even worse.

what would I do differently next time?

Actually not too much though I’d probably have more people versed in the material, able to explain the significance of the dates to ‘visitors’ to the exhibit. And I’d make sure I had enough people around to help put up an 18 foot poster when I arrived at the venue.

knowledge management in Africa: reflections on KMCA 2012

Its 3.30am and I am sitting at Khartoum airport waiting for the flight back to Heathrow at the end of one of the most exacting yet rewarding weeks I’ve had in over 35 years of working across many continents.

Sudan challenges you: its people are warm, inquistive with an insatiable desire to learn. And yet time management is a work in progress and the ubiquitous presence of officialdom and the ongoing sanctions a significant drain on effectiveness and enthusiasm.

Despite these constraints the young are vibrant, highly intelligent and moved to laughter and song with little prompting.  The society is very oral; stories are the currency of communication. External opinion is highly sought after and there is a work ethic that is both surprising and refreshing. By way of illustration:

It’s 5.45pm on the first day of Knowledge Management Capacity in Africa 2012 conference held in the Friendship Hall Khartoum.  This inaugural event on Knowledge Management which kicked off at 8am has attracted over 500 delegates and nearly 50 international participants though I am the sole European. The timing has gone awry by some distance.

I get to my feet to begin my presentation entitled “missions and knowledge production” and having summoned water bottles and moved everyone around, ask the assembled throng in the Omduran Room what they want to do.

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By a unanimous show of hands they indicate a desire to continue and we ultimately finish at 7pm in time for a Knowledge Cafe.

The audience listens attentively and I get a lot of positive feedback.

At the Knowledge Cafe I lead a ‘table’ of young Sudanese women who are keeping up the pace.  The session eventually ends at 8.30pm some 12 hours after the day began.  It is an indication of things to come over the following two days (and nights).

The Conference Chair Gada Kadoda, a woman of astonishing capacity and vision, has assembled an impressive array of speakers and presentations: from Washington to Malaysia via the UK with a big representation from Africa. I have two presentations to give and as it transpires to facilitate the closing conference session on Saturday morning before a caravan of minibuses sets off in search of the Sudanese Pyramids.

Over the next week or so I will be drawing on some of the conversations and highlighting examples of knowledge at work in Africa; for now here are some high level thoughts after 3 days of the conference.

  • Technology I the ongoing sanctions means that some of the essential foundations for a dynamic knowledge society are absent. Software and hardware are in plentiful supply but access to the latest upgrades are restricted and effective support is difficult to come by even though maintance is included in the original purchase.
  • e-commerce is constrained by the lack of an effective payment platform such as PayPal which is restricted.  While the new regulators can plan for a time when the situation returns to normality by setting up the distribution network now, it means they are unable to encourage the growth of an industry that would facilitate a faster move towards a knowledge based economy. To illustrate the importance of e-commerce, figures just released show that over 30% of all purchases over the holiday period in the US were conducted online.
  • Communications I the size of Sudan makes the laying of cable impractical; cell phone usage represents a high percentage of the communications media and some 22 million people have mobile devices (over 2/3 of the population).
  • Knowledge (and information) sharing I ‘my data is my soul’ is a phrase oft repeated. It illustrates more than any other the challenges organisations face in encouraging professionals to part with what they know.
  • Knowledge Management I is a discipline that’s attracting interest yet their are a fair share of cynics especially among those who seek substantive method and measurement. A number of prominent organizations have initiatives in train and like the citiens of many developing countries certification programmes are highly sought after. The term remains a deterrent for some and Knowledge Sharing was more readily endorsed.
  • Collaboration I group work is an accepted part of the culture and there is no reluctance to act as the spokesperson for the group or in expressing ideas and opinions. Most people have a Facebook account of sorts yet few have heard of TripAdvisor!
  • Food I plays a huge role in lubricating tongues. But everyone sits down at the first opportunity which tends to restrict conversation to those in the immediate circle.
  • Stories travel I in the past the travellers (or Bedouin) were the custodians of stories, today that role is being increasing filled by online connectivity which places an emphasis on effective means of collection, storage and dissemination.

I had the pleasure of working alongside/talking to a number of Sudanese graduates and undergraduates a number of whom presented papers on Wednesday. Two in particular interested me: one was about a process of measuring the effectiveness of km in a private company; the other an annual attempt at knowledge transfer by the students to rural areas in which they’d identified and engaged with a local stakeholder who became their voice and ears.

Perhaps though the highlight was interacting with so many people for whom the sharing of knowledge is critical for survival; where information that stays in someone’s head or laptop might save lives; where different techniques are needed to get the stakeholder buyin and ensure sustainability.