Going back in time: the value of “Paying it Forward”

I was approached recently by a former client to see if I would be willing to update a piece of work I was involved with a decade ago.

I was initially reticent as much of my last 5 years has been occupied setting up and running a business (Bees Homes Property Limited), co-authoring a couple of books (“Navigating the Minefield” and “KM Cookbook“) conducting global masterclasses as well as undertaking pro bono work (President CILIP and a founding member of Eastbourne’s “Cobra” Committee and BSI’s KM Standards Committee). Frankly, as we were also dealing with a family bereavement, the last thing I was interested in was another assignment.

And it came concurrent with another request for assistance but I was attracted by the learning opportunity of revisiting previous recommendations.

I’ve always been a proponent of “Give / Get” or “Paying it forward”. That, if you put yourself out for others and give without expectation of reward, people will remember when you need to ask of them. And so it proved.

I sent a note (via LinkedIn) to some of my network. Here’s what I said:

I’ve been reflecting on 30 years of “KM” experience as a precursor for a new piece of work. I’m asking friends and close connections these questions.

…would you mind taking a stab at answering them. Obviously your response would be treated in confidence.

I was hugely appreciative of the many and varied responses and offers to chat about them. While preserving confidentiality I am sure the global contributors (drawn from industrial engineering, pharma, defence, law, consulting) will allow me a few observations. This was the first question:

What’s the #1 business issue you’ve been addressing?

Data Governance. All parts of the business are impacted by a lack of enterprise wide, fully integrated data governance strategy, tools and behaviours.
Timely provision of reference projects as well as exchange of lessons learned in the project business to avoid mistakes.
Embedding LfE (Learning from experience) in projects meant a long detour to first define a projects approach to embed into (!)
The amount of time it takes to approve consumer-facing knowledge has been my biggest challenge.
Ability to accurately map current capability and knowledge in digital and information professionals or subsequently plan for future needs.
Knowing what each other is doing and what each other knows.
Dealing with hybrid work model. From KM side it is document automation.

In 2017 in “Navigating the Minefield” I wrote as a summary observation on the programmes we’d looked at, Operational KM to the fore, Strategic KM to the rear.

Interestingly, 5 years on, the majority of the above are focussed on “burning platform” issues, hence tactically driven rather than strategic.

The exception is driven by the founder who insists senior managers take ownership of content placed on their practice management system. They recognise that their core product is knowledge and needs to be findable and reused where applicable.

It’s a theme I am finding time and again as organisations attempt to answer:

Where do I find?

What did we do?

Who knows?

What if they leave?

How do we create and share new knowledge?

And finally

Communication is at the heart of effective KM. Presenting findings or seeking input to an idea is often about putting yourself in the shoes of the recipient.

The simple act of putting a “Draft” watermark on a document when circulating it for comment among seniors and peers will send a powerful signal about ‘working out loud’ and challenge existing hierarchichal ways of working.

I’ve found a visualisation to be worth a thousand words. Here’s six drivers I believe underpin many KM programmes. I’d be interested in the thoughts of others.

In case you are wondering about the relevance of the picture (of a road in the medieval town of Warkwick) it’s where I got the idea of this article from!

Stand up KM: reflections on Asian conferences, masterclasses & Chinese Bullfrogs

It’s been a while!  But as those who look at my postings elsewhere will know I’ve been fully occupied with the launch of The KM Cookbook which ‘hit the stands’ last Friday.

A few month’s back I was in Asia (KL and HK – before events took a turn for the worse) and asked to write my reflections for Information Professional.  What follows is the full version of the truncated article that appears in the July / August edition.

Flying, food and fun!

Bottom: the author at dinner with Rupert Lescott (Dubai), John Hovell (Washington) and Janice Record (Hong Kong); top left, Patrick Lambe in action; and top right, Stand Up KM.

Q) What do these photos have in common? A) They were all taken at places I’ve been in the last few months sharing stories from the KM Cookbook.

From London to Lisbon, Kuala Lumpur to Hong Kong, people and organisations are actively engaged in knowledge management related activities.

And at each of the events there were a few stand out moments / presentations. Here’s a focus on Asia.

Asian adventures

In Kuala Lumpur for a Masterclass (my 4th) at the International Islamic University of Malaysia I was looking forward to teaming up with Straits Knowledge and Patrick Lambe. As organisers of the KM Exchange in KL they had assembled a large crowd from across South East Asia for a share and learn day which I had the pleasure of kicking off.

This Peer Assist technique stood out:

  • A session with a panel (I was a member) judging the most innovative solution to a set of “KM Challenges’ posed by pre-selected members of the audience (one was a regulatory organisation).

Some of the delegates working through the “before, during and after” of a KM Audit

The following day’s Masterclass on the KM Cookbook and ISO 30401 was a delight once I’d shifted location and rearranged the furniture to create the collaborative workspace environment an interactive event needs.

The “Are you audit ready?” session was lively with those delegates from a regulatory / quality background particularly prominent and willing to help the group come up with a set of ground rules to prepare for a potential future KM Standards audit.

So, to Hong Kong (officially the Hong Kong Special Administrative Region) for another Masterclass (run jointly with Eric Hunter and hosted by Janice Record Director of Knowledge at DLA Piper) and two sessions at the KM Asia event.

KM Asia was less well attended than KM Exchange. At one point, I was wondering if there were going to be more speakers than delegates, reflecting an apparent disinterest in the term KM. There were few local presentations and limited audience interaction.

Its Day Two, I am leading a mid-morning session on ISO KM Standards 30401 following presentations by Patrick Lambe, Hank Malik and I. I invite the audience to stand up and then find someone they’ve not met. We all continue to stand up for the rest of the 30-minute session hence Patrick’s description of it as “Stand Up KM.”

I penned this tweet as I left Hong Kong for London:

“Great way to end what has been a fascinating couple of weeks in Asia: Breakfast with Larry Campbell. While Knowledge Management as a title is not de rigueur in HK it was nice to note the activity is still very much alive in the way organisations use data, precedent and knowledge of their people.”

The working out Loud dilemma

It was notable that though presenters talked about “Working out Loud”, very few shared their reflections publicly and even fewer used Twitter. I’ve written much on this in the past. It’s a challenge working cross borders and culture to find a mechanism that works for all.

In the flippant “Stand Up KM” paragraph I noted how it’s Day Two before the delegates are encouraged to fully participate.   And that only worked when I encouraged people to change seats and wandered around the audience with a microphone inviting them to pass it onto others.

And finally – moments of laughter (eventually)

For many years when travelling east I like to get away from it all. Often it’s at Silvermine Bay on Lantau Island Hong Kong. 30-minutes from the airport it’s a world away from the bustle of Central but 40 minutes by fast ferry.

I arrived from KL early Saturday evening, took an early snack to get a peaceful night ahead of a busy week. As darkness fell I switched of the AC and opened the windows to let the sea breeze in. A mistake!

Picture by https://www.flickr.com/people/63048706@N06

There was a deafening sound rather like whales calling each other outside the window.

My curiosity stirred, I dressed and went in search of the source. I traced the noise to the drains and water courses that run into the sea.

The culprit, Giant Chinese Bullfrogs seeking a mate! Note to self: don’t go to a beach hotel in Silvermine in April!

 

 

How not to collaborate effectively

I’m in Stockholm. It’s crisp and bright in stark contrast to the current political uncertainty. It’s 15 years since I was last here, my first journey on Norwegian (I was impressed) and I am struck by how much technology and green issues permeate society.

My hotel is cashless and everywhere there are adverts reminding you of the technological advances born in this country.
Exiting the Central Railway station I see signs reminiscent of airports in the Middle East and other train stations in Europe as groups of young Arab men greet friends and family who arrive off the Airport Express or off trains from other parts of Europe. This is a country that has absorbed many nationalities: 1 in 6 people living in Sweden today were born outside of the country.
Why might you legitimately ask is this relevant?  Here’s why: when the predominant business language is English (a 2nd language for almost everyone) the potential for miscommunication and misinterpretation is significant at a time when the country (and company) needs effective collaboration and communication to succeed.
Its a theme I will explore more later.

declining personal values = declining business standards: discuss

Over the last 20 years I’ve run a portfolio of activities. I’ve watched (and winced) as clients run to stand still: they want product to satisfy the C suite; to prove they are making a difference; and are worth the king’s ransom many are now paid. But has it made us more productive? Are we/they better off?
At the same time I talk to friends who run SME’s in hospitality and catering who are unable to expand due to a reluctance of entry level staff to “put a shift in” and work unsociable hours.
A few weeks back I met the CEO of a business with ambitious growth targets. I was there as an invited guest for the opening of an office.  He spoke glowingly to the assembled throng about how proud he was of their gender / diversity policy and how his team encourages openness and transparency.  Ours was a detailed and informed conversation following which I was asked to put some thoughts in writing.
This I was happy to do – I was not looking for business but saw a chance to help a business (which employs people I know) to grow. It took me a couple of hours to pull my thoughts together and the key issues I highlighted (with some reading around them) were:

  • Silo working – offices work in isolation.
  • Failure to share ‘nuggets’ across the business.
  • How to maximise the impact of technology?
  • A need to sustain / enhance domain skills across the business.
  • Importance of creating a curated shared knowledge base that contains critical knowledge and identifies who has it or where it might be found if they +/or their team leave.

I sent an email and heard nothing. I checked /called a week later. “Yes we received it and yes it was helpful.” You could argue that’s the way business is conducted today. You only hear if people want something and once they’ve got it they move on mentally.

“collaboration, it’s not just about me”

Take a look at the first two bullet points above.  Now consider how effectively your organisation shares ideas, knowledge, anecdotes.  Does it “work out loud?” As 80% of people on social media sites often lurk preferring to observe rather than participate it’s no wonder that collaboration initiatives often fail after an early spike of activity.
Recently I worked alongside a friend and former colleague on an assignment that sought to incorporate Knowledge Management practices into a rapid business transformation. At one of the working sessions it occurred to me that you cannot encourage “Working out Loud” or “Paying it Forward” if the culture is “Ready when Right!”
Is this an issue of culture and behaviours or something less sinister and related to the 3rd bullet point? Today I ‘talk’ to contacts, clients, friends (and family) via WhatsApp, LinkedIn Messages, Facebook Messenger, Skype, Zoom, Email, Text and sometimes on the phone or over a coffee. It’s inefficient but its not just about me.The Brasilian company I spoke to on Monday this week preferred Skype to Zoom and to prepare answers to questions in advance so that was the approach we adopted.
Collaboration is about communicating and working in the medium at the pace people are most comfortable in.  I’ve seen IT silver bullets quickly lose their lustre because the community doesn’t get it. Too often its a solution looking for a problem.  My message: find an approach that works and a way to capture the outputs (if they are likely to be of value).

“…a tolerant multicultural society”

Back to the language theme. For many years I used to say how proud I was to live in the UK as it had done a pretty good job of assimilating many cultures and is now a “tolerant multicultural society.” Imagine my horror when many of my friends and family asked me if I’d be happy to be told that they tolerated me!
Over dinner last Friday with a couple of Englishmen we examined this and concluded its about the sentiment which is often missed when you are dealing in a 2nd language. You take it at face value and then dissect what was said after.
I’ve long argued that the British thrive on ambiguity. An example being “Brexit means Brexit” which my European friends are still trying to understand.
I’ve seen a similar trait when family members speak to their staff in Portuguese.  They expect an East European to get the nuances of what they have said.

It’s hard enough in a social environment, in business it can be damaging and costly.

and finally

Tomorrow I will be closing an event targeted at the Scandinavian Legal Profession. It’s full, over 200 attending most of who have come I imagine to hear about the potential impact of AI on client business and hence their bottom line. I am going to be looking out for great examples of collaborative working.

‘Freelancers’, orchestrated serendipity and the symbiotic relationship between virtual and physical space

I have just published an updated research note on Scribd. following the workshop I ran for the NetIKX community last week and wanted to share the findings here:

To succeed in the 21st Century organisations will need to be good at collaboration and co-creation and the research I’ve undertaken suggests some organisations are changing working environments and patterns in order to accommodate this. Are they doing enough to take their staff with them though or do their people merely see this as an attempt to cut cost?

a case for ‘Orchestrated Serendipity’

This has been a mantra of mine for some time. The RSA clip on reimagining work cites the example of people sat in open plan offices emailing colleagues sitting a few desks away.  Rather than promoting dialogue open plan has often had the reverse effect.

ADB Knowlelge Hub

ADB Knowledge Hub

Where I’ve seen organisations working well they have tended to look at workflows, people’s habits, made them an inclusive part of the process of change and communicated effectively. They’ve accepted that serendipity needs a bit of a push and have recognised that ‘ah ha’ moments often come from such serendipitous meetings and arranged space such as a khub to accommodate that. I often speak about how interactions to and from prayers in the Muslim world are often the most productive and why knowledge hubs and information centres are often situated in close proximity to refreshments areas.

Nelia R. Balagapo in May 2013 described how ADB had gone about the process of creating a physical knowledge hub.

The library reorganized its physical space to become a knowledge hub (kHub) to host book launches, meetings and forums of the COPs. In collaboration with the different departments and COPs, an average of four activities are held in the kHub weekly, including “Insight Thursdays,” a weekly forum where staff share insights on topics or issues of interest to ADB. Wireless Internet connection and videoconferencing facilities enable staff at regional offices to participate online in these forums. The introduction of these facilities, including a coffee shop in the library, contributed to the transformation of the library spaces into dynamic learning areas.

It seems our personal habits are changing too: this week it was announced that more and more homeowners crave for multipurpose ‘living’ areas that can accommodate, cooking, eating and lazing!

the rise of ‘Freelancers’

Knowledge workers are changing too, despite what Melissa Meyer said that all Yahoo workers should come to the office or quit! In a thought-provoking article How Freelancers Are Redefining Success To Be About Value, Not Wealth  Sarah Horowitz suggests that today in the US Independent workers make up a third of the workforce. By 2020, just six years from now, 40% of Americans will be working as freelancers, contractors, and temps. Here’s a couple of quotes that stuck:

…Freelancers are shaping the new economy. As flexible schedules and ubiquitous communication become the norm, the work-life balance that we’ve always struggled for is becoming achievable. As community and teamwork become more necessary than ever to thrive, the lonely, closed-off cubicle will make way for meaningful collaboration. And as the demand for healthy food and workspaces increases, industry will increasingly connect corporate profits and social good…

So if this phenomenon is growing how are we responding? I recall a presentation I gave in Houston in 1999 where I said that growth in the number of independent (non-salaried) workers was dependent on three factors:

  • supportive collaborative technology
  • a rise in physical meeting hubs
  • a change in the way financial services organisations assess the credit of non-salaried workers with irregular income patters.

All three now exist and so the key challenge is Trust (among peers as well as with direct reporting lines) as the Yahoo example would seem to suggest.

the importance of social and technology

I am a founding trustee (Knowledge Trustee) of a charity that aims to make better use of surplus food. www.PlanZheroes.org has no formal offices yet its governance process is all very formal and in the cloud. We hold virtual meetings and new volunteers are given access to all the materials and instructions they need to begin sourcing donors and recipients. As a knowledge hub for surplus food we perform a brokerage role helping to facilitate contacts between those who generate surplus food and those charitable organisations that make use of it.  All of this is made possible by collaborative technology, the rise of social media, which encourages and facilitates collaboration, a culture that is aligned around a shared vision and the availability of suitable meeting places in which to conduct essential f2f interactions that underpin social exchanges.

objects and the role of neutral space

Slide31One of my 3 takeaways is to use objects as a stimulus for dialogue and innovation.   The idea of neutral space is core: if you accept the premise that it is important to create hubs for interaction such as that illustrated at ADB then the same logic applies when looking at how to facilitate those interactions.

I saw a salesman use a very informal worksheet last weekend and wrote about it.  By using a worksheet (a neutral object) he was able to elicit valuable information that helped make a sale.

the symbiotic relationship between virtual and physical space

As often happens with the wonders of modern technology, a comment I made on a news item on the simply communicate newsletter entiitled working out loud at Deutsche Bank led to a really interesting exchange with Managing Director John Stepper.  John has achieved a lot using a Jive platform to encourage social collaboration and change the ways of working there. I asked him:

Hi John, I’d be interested in whether you paid attention to how virtual and physical space come together? I’ve just published on Scribd. an updated report on ‘when space matters…’ And one of the questions was whether virtual could replace physical! How did you manage to marry the two?

John replied:

Paul, I’m an admirer of well-designed spaces though by no means an expert. But I’ve written about how virtual spaces complement the physical (and systems) design: http://johnstepper.com/2013/02/23/the-best-office-design-for-collaboration-is-also-the-cheapest and

/http//johnstepper.com/2014/02/01/creating-places-we-care-about/

Do take the time to read his thoughts. If anyone has coined a more apt description of what many organisations have become then I have yet to see it:

We discarded some of the age-old principles of what motivates and engages people. Somewhere along the way we’ve forgotten we should be designing organizations for the benefit of the human beings in them.