Appreciative Inquiry and Knowledge Management? No problem.

It’s only in the last few years that I’ve come to appreciate(!) the connections between my world of KM and organizational learning, and thephilosophical mindset which underpins Appreciative Inquiry.

Appreciative Inquiry (AI) pre-dates Knowledge Management. It has been around in its current recognised form since the mid 80s, and was first published as a discipline in 1987 when David Cooperriderand Suresh Srivastva wrote their seminal paper for Research in Organisational Change and Development.

The video below sums it up nicely when he describes the conventional approach to improvement as viewing the organisation a “problem to be solved” –and how over time, a problem-resolution mindset can sap energy, goodwill and enthusiasm from the workforce.

http://www.youtube.com/watch?v=QzW22wwh1J4

I’ve heard accusations made that AI is somehow ‘dangerous’ because it artificially views the world through rose-tinted spectacles. My response?

Who are we to say that the lesson-learning, problem-discussing, improvement orientation which strongly influences us doesn’t come with its own pair of KM-branded Reactolite-tinted glasses?

Perhaps we just don’t realise that we’re wearing them (and perhaps that’s why some are so quick to look for the danger in other techniques!).  Our default perspective is not necessarily neutral and perfectly balanced, and it's good to take a look our favourite tools and techniques and ask ourselves whether they reinforce a deficit view of the firm.

Having facilitated a number of KM-related workshops using an AI, I can vouch for the positive engagement power of the approach.  It’s still rooted in the reality of what we can learn from our own practice, but the conscious focus on what does it look like when we’re at our best gives a different kind of energy to the group, and expands their vision as to what is possible.

The four steps of an Appreciative Inquiry "4D" Summit are surprisingly simple:

a1

a1

1. Discover. (Inquire into what works.)

This is a filtered process of reflection and storytelling to set the context for what is possible, building a "positive core" from the sharing of stories.

  • 2. Dream. (Imagine how good it could be.)

This is a creative vision-building step – constructed by amplifying the reality of the examples from the discovery step. The photo to the left  is from a UN KM and AI workshop in Addis Ababa , showing the positive core, and an engaged group creating their dream, stimulated with some inspirational photos of Africa.

3. Design. (Agree how good it should be.)

This is a prioritisation process, finding ways to connect the colourful hot-air balloon of a long-term vision to the ground with some actionable propositions.

4. Destiny. (Commit to what will be.)

Identify specific actions and start to plan for success.

An approach which combines Reflection, Storytelling, Visioning, Prioritisation and Action and generates positive energy for change? Why would I not want to employ that?

So if you’re a knowledge professional who hasn’t considered or explored Appreciative Inquiry, let me commend it to you as a valuable mindset to integrate into your KM toolkit.

Or to put it another way, provided we understand the perspectives and mindsets which can lie behind the techniques we recommend - then we can help our client organisations to maintain a nutritionally balanced diet of savoury lesson-learning, palate-cleansingly neutral sensemaking and sweet appreciative inquiry.

What's not to like?

10 characteristics of a great KM Sponsor

I've been thinking recently about the role of sponsorship in enabling knowledge management, and it took me back to some Change Management principles which I learned from ChangeFirst, when I was responsible for Change Management as well as Knowledge Management at Centrica.The ChangeFirst model was based on Darryl Connor's "Managing at the speed of change", but also had much in  common with the work of John Kotter.  Both excellent reads with similar roots.

Depending on your KM strategy, sponsorship is always important and often absolutely critical to the success of a knowledge change programme - and let's face it, most of our work as practitioners is all about creating change and making it stick.  So here's what I learned from my various Change Management gurus about the ten characteristics of effective sponsors.

Think about the leader who sponsors your KM activities as you read then through - or use it as a checklist to help you select the ideal candidate, if you're still looking...

1. Dissatisfaction.  You want your Sponsor to be agitated about the current state of knowledge sharing in your organisation.  They need to be frustrated at the loss of value, the inefficiency, the corporate stupidity, the missed innovations and the embarrassment of re-invention or repetition.  A sponsor who thinks "everything is generally OK, and this KM stuff - well, it's just the icing on the cake!"  is going to struggle to defend or promote your work with any authenticity. If they're not already sufficiently fired up, then you might want to find some provocative horror stories to spark things along.

2. Making resources available.  It's an obvious one - but there's little point in firing up a sponsor who lacks the wherewithal to help you take action.    If they don't have the budget or resource available themselves, can they help you through their contacts and relationships?

3. Understand the impact on people.  Particularly true of Knowledge Management sponsors, because KM is fundamentally a people-based approach.  How would you rate your sponsor's emotional intelligence? You will need to be able to engage them in discussions about the culture of the organisation and the behaviours of leaders. If that's an uncomfortable area for them, then keep looking!

4. Public Support.  Bit of a no-brainer, but naturally you will want a sponsor who is willing and able to speak on behalf of your 'programme' at every opportunity.  You may well need to equip them with an 'elevator speech' and some compelling success stories - and remind them of their dissatisfaction.

5. Private Support.  Ah yes.  The authenticity test.  Will your sponsor speak with the same level of passion and heartfelt credibility in a private conversation with their peers - or is it just a mask they wear when they're wheeled out to make positive speeches.  You need a believer!

6. Good Networkers.   Perhaps this should be at the top.  Your sponsor need to be adept at spanning boundaries, spotting synergies and sneaking around the back door of silos.  Their network needs to become your network.

7. Tracking performance.  This is one of the acid tests of interest and commitment.  Is sponsorship of your activity something which is on their agenda, or are you just a medal that they wear to special occasions?  Agree what good looks like, agree the immediate steps and agree on the indicators and measures you need to focus on. Get that meeting in their diary at least quarterly.  If they're dashboard-oriented, then build one for them, but remember Einstein's classic quote:  "Not everything that can be counted  counts, and not everything that counts can be counted."

8. Reinforcement when needed.  Sometimes you might need to 'send for reinforcements', so select a sponsor who is willing to challenge, knock heads together, unblock the corporate drains and generally provide you with air cover when you want it. You need a fighter as well as a lover.

9. Focus on the future.  Ensure that your sponsor gets the big picture - and can communicate it compellingly.  What is their personal vision for the organisation five years from now?  Does it match yours? Does it line up with your KM strategy and plan.  If they have a tendency to get lost in the details of performance targets, then make sure that some of your measures are long term.  You don't really want them fussing over how many documents were uploaded into a SharePoint folder this week when there's a demographic knowledge-leaving-the-organisation bubble which threatens to burst 3 years from now.  Help them to lift their heads up - and ask them to lift yours too.

10. Behavioural modelling.  Your sponsor needs to walk the walk, as well as talk the talk. When you champion knowledge sharing, you lay yourself open to accusations of hypocrisy much more than if you were the sponsor of systems implementation programme.  It's behavioural.  It's relational.   And people notice. You might want to equip them with some simple questions to ask others which help them nail their colours to the mast.  Syngenta are good at this, and put a number of "leading questions" on a pocket card to help all of their senior champions to verbalise their commitment:

"Who could you share this with?"  "Who did you learn from?" "Who might have done this before?" "Who could you ask for help and advice?"

University College Hospital's After Action Review behavioural programme has taken training to the very top of the hospital tree to ensure that anyone is equipped (and expected) to facilitate an AAR. Would your Sponsor know how to lead a simple period of team reflection?  It would certainly increase their impact if you could help them to become the "knowledge conscience" in the boardroom...

So how does your sponsor measure up? 
If you can nod gratefully to most of the above as you read it, then count your blessings….

Learning on a Rollercoaster

One of my current clients needs to conduct a learning review from a 2-year IT project which, by her own admission, has had its fair share of ups and downs. The project is at its mid-point, so the main customer for the learning is the team itself. They don't have much time to conduct the review (sadly just 90 minutes), so she asked me for some ideas for pre-work  for the team. Sometimes you don't have the luxury of a full day to conduct an exhaustive review, so you have to work with what you have and help the team to quickly connect their hearts and minds to the review process.  It's the heart bit which interests me here.

When we're under time pressure, we tend to focus on the facts, the timeline, the plan, the process, contract, technology, scope and the deviations. Intellectual recall. In fact, most project review documents contain little more than this kind of intellectual recall. It usually takes a bit longer to get a team to talk about how they felt, and to draw out some the more people-oriented learning - let's call that a kind of "emotional recall".

I combined some ideas from Retrospects, After Action Reviews, Baton-passing and Future Backwards (Heaven and Hell) exercises into this approach. Enjoy the ride!

With thanks to Navcon
With thanks to Navcon

Part 1 - the pre-work:

Before the meeting, ask each member of the team to think back over the project timeline and to focus on their emotions at each stage. You can provide them with a template like this, with key dates or milestones marked to give a sense of orientation.

1. Ask them to sketch out their own "emotional rollercoaster", paying attention to the highs and lows.

2. For the high spots, write down what went well, and why you think it went well.

3. Do the same for the low spots. What was difficult, and why do you think that was?

4. How do you think the rollercoaster is most likely to continue?  Draw the continuing journey.  Bring this to the meeting with your notes on the reasons for the highs and lows.

Part 2 - during the meeting.

Sharing the Past and Present.

  • Collectively, in the meeting, create a large version of the rollercoaster timeline on the wall.
  • Each participant draws their journey up to the present day, pausing to describe the lows and highs, and the reasons for these.   A facilitator should probe these reasons using the "5-whys"  technique to get to the underlying reason.
  • For each high and low, ask the group to express the reason as a recommendation - something that someone else should do to repeat the delight, or avoid the despair - or an action which should be taken in order to change a process such that the good practice becomes embedded.
  • Capture these recommendations on post-its and place on the rollercoaster.
  • Repeat for each member of the project team (towards the end, they can "pass" if someone has already identified a high or low. )
  • This should create a shared view of the past, and "how we got to where we are today", with some useful recommendations captured. Consider who you might share these with beyond the team.

Creating the Future together.

  • Now ask each member to sketch how they think the project will go from now to the end date. You will probably get a range of options!
  • Focus on the best projected outcome and ask "based on all we've learned to date, what actions could we take to make this happen, rather than the less positive options?". You can take feedback from the entire group, or get them to discuss in pairs or sub-groups first.
  • Capture these actions (with names!).

Thank you ladies and gentlemen, this is the end of the ride. Please be sure to collect your belongings as you leave and don't forget to check your photo on the way out.

Knowledge Management the Crood way!

My youngest daughter is going the see "The Croods"  today - it's the latest DreamWorks production, this time about a prehistoric family about to "leave the cave". I''m secretly jealous that I'm not going too, but I'd stick out like a sore thumb among her group of friends.

The trailers look so good that I'll definitely have to go one way or another - or leave it for the next long-haul flight. This one in particular is brilliant. It has a lot to say about knowledge, learning, innovation,  improvement and change management - not to mention the reaction of teen-aged girls!

See if you can spot the following - all in 51 seconds:

    • Initial problem with someone feeling the pain,
    • Repeated failure to listen, repeated pain,
    • Failure of conventional wisdom and leadership,
    • Recognition of the need for alternative perspective,
    • Innovation and learning from analogues,
    • Experimentation and adaptation,
    • A trumpeted and hyped solution,
    • Disproportionate excitement followed by immediate sense of loss!

[youtube=http://youtu.be/fWhGfmrQvBA]

Now, does any of that look familiar in your organisation?

Halfway down the stairs, where good is the enemy of great.

I've been reflecting on the dangers of “staying with the herd” when it comes to knowledge sharing.  It’s easy for our organisations to reinforce this mentality, and lead to people feeling exposed as “tall poppies” is they step out and share a good practice – or professionally incompetent if they are seen to be asking for help.  I think this leads people to cluster in the middle ground of mediocrity, or to put it more kindly, a place where good is the enemy of great.

This leads me to the words of AA Milne, in his poem, “Halfway down the stairs”.

Halfway down the stairs is a stair where I sit. there isn't any other stair quite like it. I'm not at the bottom, I'm not at the top; so this is the stair where I always stop.

Halfway up the stairs Isn't up And it isn't down. It isn't in the nursery, It isn't in town. And all sorts of funny thoughts Run round my head. It isn't really Anywhere! It's somewhere else Instead!

There’s a charming version sung by Robin the Frog from the Muppet's Show on YouTube, which takes me back to my childhood!  (I'll post it at the end as a treat for you)

The River Diagram is has now become a fairly well established tool, combining the principles of positive deviance with knowledge sharing.  However, less people are familiar with its companion tool, the Stairs Diagram.

The Stairs diagram shows levels of capability (often derived from a common self-assessment tool or maturity model) plotted against the size of the improvement goal.  The example below (fictitious) shows the results of a number of healthcare-related networks who have all used a common self-assessment tool to discuss and agree their levels of networking capability against a number of practices.  They have also identified a number of targets for improvement. One of the practices in the self-assessment was "Network Leadership & Facilitation".  This is the Stairs Diagram for that practice.

Stairs Diagram
Stairs Diagram
  • The Diabetes Network is at level 5, and clearly has something to share.
  • The Quality Improvement Fellows network is at level 1, but has a desire to improve by two levels.
  • The Cardio-community is at level 2, and hasn't chosen this practice as a priority for improvement.
  • There is a cluster of networks at level 3 with no aspiration to improve, including the Health Informatics network.
  • Finally, the TB Network is at level 3, but still seeking to improve by two level.

The power of the stairs diagram is that it maps out the potential connections of highest value - connecting those who have something to share with those who have something to learn.  This is shown in the green and red areas respectively.

Having a common measure (in this case, a self-assessment tool) enabled this group of networks to identify not only the positive deviants, but also the networks with the greatest aspiration to improve.  For each "staircase", the group can be coached to use an appropriate knowledge management tool to help those in the nursery to improve, and those in the town to share. That might be a Peer Assist, offers and requests, a knowledge cafe, knowledge fair, storytelling approach, or the capture and sharing of a distinctive or excellent practice.

So with the right motivation, the right leadership and the right methods, you can help people avoid the stair where they always stop.

You thought I'd forgotten?

Measuring Knowledge Effectiveness

Image A couple of weeks ago I spent a day with a Chemical manufacturing company, working with their business improvement (BI) community, 50 miles south of Milan.  The welcome was very warm, but the fog was dense and cold as we donned hard hats and safety shoes for a tour of the site.

One of the key measures which the BI specialists monitor is that of Overall Equipment Effectiveness – which is defined as:

OEE = Availability x Performance x Quality.

Availability relates to production losses due to downtime; Performance relates to the production time relative to the planned cycle time, and Quality relates to the number of defects in the final product.

It set me thinking about what a measure of Overall Knowledge Effectiveness for a specific topic might look like?

How do we measure the availability of knowledge?  Is that about access to information, or people’s availability for a conversation?

What about knowledge performance?  Hmmm. This is where a linear industrial model for operational performance and cycle times begins to jar against the non-linear world of sharing, learning, adapting, testing, innovating...

And knowledge quality?  How do we measure that?  It is about the relevance? The degree to which supply satisfies demand?  The way the knowledge is presented to maximise re-use?  The opportunity to loop-back and refine the question with someone in real-time to get deeper into the issue?

Modelling how people develop and use knowledge is so much more complicated than manufacturing processes.  Knowledge isn't as readily managed as equipment!

If we limit ourselves to the “known” and “knowable” side of the Cynefin framework – the domains of “best practice” and “good practice” - are there some sensible variables which influence overall knowledge effectiveness for a specific topic or theme?

So how about:

Overall Knowledge Effectiveness = Currency x Depth x Availability x Usability x Personality

Currency:  How regularly the knowledge  and any associated content is refreshed and verified as accurate and relevant.

Depth:  Does it leave me with unanswered questions and frustration, or can I find my way quickly to detail and examples, templates, case studies, videos etc.?

Availability:  How many barriers stand between me and immediate access to the knowledge I need.  If it’s written down, than these could be security/access barriers; if it’s still embodied in a person, then it’s about how easily I can interact with them.

Usability:  How well has this been packaged and structured to ensure that it’s easy to navigate, discover and make sense of the key messages.  We’ve all read lessons learned reports which are almost impossible to draw anything meaningful from because it’s impossible to separate the signal from the noise.

Personality:  I started with “Humanness”, but that feels like a clumsy term.  I like the idea that knowledge is most effective when it has vitality and personality. So this is a measure of how quickly can I get to the person, or people with expertise and experience in this area in order to have a conversation.  To what extent are they signposted from the content and involved in its renewal and currency (above)

Pauses for thought.

Hmmm. It still feels a bit like an "if you build it they will come" supply model.  Of course people still need to provide the demand - to be willing and motivated to overcome not-invented-here and various other behavioural syndromes and barriers, apply the knowledge and implement any changes.

Perhaps what I've been exploring is really "knowledge supply effectiveness"  there's a "knowledge demand effectiveness" equation which needs to be balanced with this one?

Hence:  Overall Knowledge Effectiveness is maximised when

(Knowledge Supply Effectiveness) / (Knowlege Demand Effectiveness) = 1

Not sure whether the fog is lifting or not.  More thinking to be done...

In defence of silos

Are we being too hard on silos? I regularly hear clients describing their workplace as being siloed. It’s common in public, private and third sector.

Sometimes people mean that their organisation is structured in silos.  Sometimes they mean that their information is managed in silos.  Sometimes they mean both.

As KM professionals, we can be a bit militant in our language when it comes to silos.

They have become our public enemy number one – we need to demolish silos, tear silos down, break silos up, eradicate silo working...  you get the picture!

A wise leader once challenged me with a simple question.  I was being evangelical about knowledge management, sharing and networking and painting a picture of how the company could be different if it was restructured with knowledge in mind. His thoughtful response was:

“That sounds really good Chris, but can you also tell me what we would lose?”

It’s easy to slip in to a mindset whereby we view our organisations as completely dysfunctional, and “only radical KM surgery can save them”. Of course that’s never true – and raises the dangerous prospect that in our quest to find knowledge-enabled improvement, we fail to recognise what’s good and working well, and how our actions can impact that.

So is the presence of silos always a bad thing?  They seem to work well for managing grain! Are there areas in your organisation where you need to collect, protect, store, securely develop, and preserve things of value for future use by others?

Perhaps it’s not the presence of silos which is the real issue, it’s their invisibility, anonymity and unnecessary impenetrability! The problems arise when people don’t know where the silos are, whether they are empty or full, how to access the content and who is working on them.  In which case, there will be times when smashing them down isn’t the solution.  It will be more appropriate to discover and  recognise them, map their existence, understand their contribution, check that there’s no duplication, open them up for access and/or contribution by others (inside and outside?) and finally  to communicate how others can get the benefits.

Here’s a quote from the Organisational Learning Strategy at TEAR Fund, who I had the pleasure of working with earlier this year.

We have a great deal to learn from each other across teams and groups, and so we need to reframe the idea of breaking down our silos, to one of opening them up.  We should be continually finding ways to build bridges between and within our teams and groups.  Silos are used to store grain, and our groups and teams need to nurture their learning, and then communicate it with others.

I think there's much more than a grain of truth in that.

You know knowledge is being effectively managed when...

There was a helpful thread in the sikm-leaders forum last week when someone asked for ten responses to complete the statement “You know knowledge is being effectively managed when...” I thought it was a really practical way to explore how it feels, and looks – how people behave, when KM is really working.   Here are my ten suggestions:

You know knowledge is being effectively managed when...

Leadership. Leaders in the organisation are role models, challenging people to ask for help, seek out, share and apply good practices this inspires curiosity and a commitment to improve.  The organisation is learning!

Learning. People instinctively seek to learn before doing.  Lessons from successes and failures are drawn out in an effective manner and shared openly with others who are genuinely eager to learn, apply and improve. Lessons lead to actions and improvement.

Networking. People are actively networking, seamlessly using formal communities and informal social networks to get help, share solutions, lessons and good practices. The boundaries between internal and external networks are blurred and all employees understand the benefits and take personal responsibility for managing the risks.

Navigation. There are no unnecessary barriers to information, which is shared by default and restricted only where necessary. Information management tools and protocols are intuitive, simple and well understood by everybody.  This results in a navigable, searchable, intelligently tagged and appropriately classified asset for the whole organisation, with secure access for trusted partners.

Collaboration. People have the desire and capability to use work collaboratively, using a variety of technology tools with confidence.  Collaboration is a natural act, whether spontaneous or scheduled.  People work with an awareness of their colleagues and use on-line tools as instinctively as the telephone to increase their productivity.

Consolidation. People know which knowledge is strategically important, and treat it as an asset.  Relevant lessons are drawn from the experience of many, and consolidated into guidelines. These are brought to life with stories and narrative, useful documents and templates and links to individuals with experience and expertise. These living “knowledge assets” are refreshed and updated regularly by a community of practitioners.

Social Media. Everybody understands how to get the best from the available tools and channels. Social media is just part of business as usual; people have stopped making a distinction. Serendipity, authenticity and customer intimacy are increasing.  People are no longer tentative and are encouraged to innovate and experiment. The old dogs are learning new tricks!  Policies are supportive and constantly evolving, keeping pace with innovation in the industry.

Storytelling. Stories are told, stories are listened to, stories are re-told and experience is shared. People know how to use the influencing power of storytelling.  Narrative is valued, captured, analysed and used to identify emergent patterns which inform future strategy.

Environment. The physical workplace reflects a culture of openness and collaboration.  Everyone feels part of what’s going on in the office.  Informal and formal meetings are easily arranged without space constraints and technology is always on hand to enhance productivity and involve participants who can be there in person.

Embedding. Knowledge management is fully embedded in people management and development, influencing recruitment and selection. Knowledge-sharing behaviours are built-into induction programmes and are evident in corporate values and individual competencies.  Knowledge transfer is part of the strategic agenda for HR. The risks of knowledge loss are addressed proactively. Knowledge salvage efforts during hurried exit interviews are a thing of the past!

Now your top ten will probably be different to mine (although you’re very welcome to borrow and adapt them). This kind of approach encourages us to look well beyond the technology which often disproportionately demands our attention.

Taken from the Consulting Collison Column in an upcoming edition of Inside Knowledge

How "steal with pride" did battle with "not invented here"...

I often tell this story (complete with the parrot and gold doubloons!) when engaging leaders in thinking about practical steps thay can take to demonstrate their commitment to learning from others.

[youtube=http://www.youtube.com/watch?v=2r6NlU7Guro&hl=en_GB&fs=1&]

To summarise - and for those of you for whom YouTube is still a corporate no-go area:

A business unit leader in Amoco recognized that insular "not-invented-here" behaviour was limiting the potential of his business, which existed within a group of around 100 business units in the newly-merged BP Amoco. He wanted to create a culture of curiosity, encouraging his staff to look beyond the boundaries of their own business unit. He decided to create a simple monthly recognition scheme, under the banner of "steal with pride". The award was given to a member of staff who could demonstrate that they had found a good practice from a different business unit, applied it, and created value. Each story would be celebrated on the intranet, and the winner received an award in the form of a cuddly parrot, which would sit on the desk of the winner for a month (prompting questions from passers-by), before moving onto the next winner, and leaving in its place, a solid gold "pirate" doubloon worth several hundred dollars - which was theirs to keep.

I think that the parrot worked particularly well as a recognition scheme because it was visible, lighthearted, symbolic ("steal with pride" - giving permission to look outside), frequently awarded, and both clearly supported - and initiated -  by that business unit leader.

Ironically, the "steal with pride" award scheme wasn't replicated by the leaders of the other 99  business units. Perhaps they had their own personal struggles with "not invented here"....