Fossils, Time Capsules, Museums and other Knowledge Retention techniques

I've been working this week with an organisation who  are looking at knowledge retention from some major programmes with a significant gap (several years) between the closure of their current programmes and the start of the next phase of projects, when today's lessons will be most relevant. Now let's be clear here -  knowledge transfer is always a better starting point than knowledge capture, I think that's a given for KM.  However, in this case, some kind of strategic knowledge capture is going to be necessary , as there is no guarantee that  the staff with experience will be available in the future.  I'm  putting a brief together for them which will help them to involve the workforce in prioritising topics, conduct some media-rich interviews and create a set of knowledge assets with the needs of future projects in mind.

The default position is just to let nature take its course and see what survives. Let's call this the fossilisation option.  Hope that in the rough-and-tumble of organisational change, that there will be enough fragments of knowledge and experience preserved that it will be possible to reconstruct the "soft parts" (the context for decisions made at the time).

Next up is the time capsule approach.  Take an eclectic set of artefacts, bury them somewhere safe, and erect a memorial plaque or signpost (SharePoint folder anyone?) to remind people where  things have been buried.  Then hope that the person who exhumes them can make sense of the way in which each of the artefacts (documents) would have been used, and extrapolate to cover the gaps. Better than the fossil record, but still pretty unreliable.

Museum image (thanks to Prafulla.net)

Museum image (thanks to Prafulla.net)

Moving up the scale of effort and thoroughness, we have the Museum collection. Painstakingly assembled and expensively detailed, this represents a high-resolution snapshot of the past in terms of the documents and outputs, but will still say little about the underlying reasons for decisions taken at the time.  And as Ian E Wilson, Canada's chief librarian and archivist once said:

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future." 

So where do we find a suitable metaphor which places the emphasis on recommendations for future re-use, rather than yesterday's lessons?

I found it at futureme.org.

Futureme.org

Futureme.org

What's futureme.org you might ask?  As they say on their website:

FutureMe.org is based on the principle that memories are less accurate than e-mails. And we strive for accuracy.  See, usually, it's the future that will reflect back on the present. We here at FutureMe think it's fun to flip that all around. So send your future self some words of inspiration. Or maybe give 'em swift kick in the pants. Or just share some thoughts on where you'll or what you'll be up to in a year, three years...more? And then we'll do some time travel magic and deliver the letter to you. FutureYou, that is.

You can browse anonymous real examples on futureme - some thoughtful, some hilarious, some prophetic and some poignant.  I think the idea of sending yourself, or someone else,  a message for the future is an excellent way of focusing on the capture of recommendations and thoughtful advice. It makes is personal and actionable (characteristics so often missing in lessons learned reports) - and it so much cheaper than building a museum!

So we're planning to use a creative twist on futureme.org with this particular client to draw out the advice. As they say at Futureme - it's the future that will reflect back on the present, so it's fun to flip that all around.

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.

10 options for implementing a KM strategy

Last week I had the pleasure of providing my final virtual webinar for the first of the UN's KM Online blended learning programme.  Geoff Parcell and I have taken turns over the past 6 weeks.  Last week the focus was on KM Strategy and Implementation, and we had an excellent interactive discussion about different options for implementation.Here's a shot of our discussion in action...

So with particular thanks to Eric, Harald, Svetlana and Miguel who added some great ideas  - here are ten different options for KM Strategy implementation.

1. Top Down, Big Bang.

This is the traditional "someone at the top has said this needs to happen" approach, usually accompanied by a cascade, a change initiative, communications and engagement plan, brown-bag presentations, training programmes, mugs and mouse mats. We've all seen these initiatives in action - and in some organisations they can be the only way to get people's attention.  The challenge, of course is to find ways to keep people's attention -  particularly when the board or senior sponsors have moved onto their next big bang.  You might consider setting up a programme board with some of the senior players, which will keep them collectively on-the-hook for your programme.  It's much more difficult for the whole group to shift their energy away than it is for a single sponsor to become distracted by the next big idea.

So it's the challenge of sustainability, which leads us neatly to the second approach - Top Down, Bottom Up.

2. Top Down, Bottom Up

This approach is a sophistication of the Big Bang approach, using the same level of visible senior support to send a clear message across the organisation. The critical difference is that there is a deliberate effort to harness the energy and passion of workers at the front line, and to involve them in the programme, perhaps as group of advisors or a community of practice. These people are key in helping to translate the messages from the top and set them in the right context locally.  BP had a two-year programme with a team of 10 with a brief to define and demonstrate the value of KM.  But it was KM Community of practice - around 200 enthusiasts who recognised the value that it brought to their day-to-day roles - this was the group who helped KM to be more sustainable.  They were also an excellent source of anecdotes and credible stories of where KM had made a difference at the sharp-end.

3. Slipstream.

In most organisations, you can guarantee that there will be a number of organisational initiatives in flight at any one time.  Rather than wait for a gap in the traffic which will never come, or to launch a competing campaign to capture the attention of an already saturated workforce, there is a third way!  Slipstreaming is about working in partnership with other initiatives or "transformation projects" (don't you just love that phrase?), looking for ways in which you can feed of each others' momentum. The beauty of KM is that it's such a broad discipline that it is easy to find ways to complement and support other programmes and functions.  I have seen KM effectively slipstream behind business improvement and Six Sigma projects; operational excellence, new project management methodologies, SharePoint deployments, acquisition integration activities, customer management and asset management initiatives, culture change movements and the roll-out of new corporate values. [You might question whether you can change culture with an initiative, or roll-out values - we'll leave that for a future post - but you get the idea...]

One thing to be wary of, which affects competitive cyclists and athletes who slipstream - is the danger of getting "boxed in".  If you're slipstreaming the roll-out of SharePoint with a view to sharing a broader set of knowledge-sharing behaviours and methods, then watch out that the technology doesn't grab all the headlines and rob you of impact.  It's always best to agree these things up-front as part of the partnership, rather than "pop out" unexpectedly and assume that you can push KM to the forefront!

4. Outside In.

This approach is a little higher risk, but does come with its own in-built parachute. Sometimes things just sound better when they are heard from the outside.   People who would treat an internal newsletter or intranet article with a degree of scepticism will pay attention to  the same story when it appears in a journal or arrives via their RSS feed – or when a friend of customer mentions that it just arrived in their RSS feed.  It’s the power of outside-in.  Geoff Parcell and I found that when we published the first edition of Learning to Fly in 2001, it gave reach, awareness and credibility to the KM programme way beyond anything we could have achieved ourselves.  Rio Tinto experienced a similar unexpected impact when they published their video on Communities of Practice on YouTube.  It just works, and it creates momentum inside the company to fill in any gaps between what is said externally and what happens internally.

And if you do over-reach?  Well, all that publicity should help you to find a soft landing somewhere else!

5. Viral

This is a variant of the pilot approach and usually involves technology.  BT experienced it with the  launch of their BTPedia internal wiki back in 2007, Russian financial services giant Sberbank encountered it with the launch of their ideas management system in 2011, and the roll-out of many micro-blogging environments  like Deloitte's Yammer have taken on a life of their own this year. With a viral approach, you need to be prepared for it to be messy - it's a case of let a thousand flowers bloom, pick the best ones and do the weeding and gardening later.   However, it's hard to imagine "lessons learned", "knowledge retention" or the creation of knowledge products spreading like wildfire.  You'll need to make the most of the extra momentum and have a plan up your sleeve to connect the parts of KM which spread virally with the other techniques and methods which require more effort to adopt.

6. Stealth

Sometimes labels get in the way.

Sometimes  you have to find ways to build  up  your organization's capability to manage and share knowledge without them realising what your master plan actually is.  You get smart at making small adjustments to processes, spotting political opportunities and allies, tweaking the configuration of information-sharing platforms and the wording of competency frameworks and values;  encouraging networks and facilitating conversations which improve performance and learning.  After a few years, you'll be able to look back and say to yourself  "you know what, we're pretty good at managing and sharing knowledge. - but you probably won't get a plaudit or bonus - just the satisfaction of having helped to build a knowledge-friendly environment which is probably more sustainable than any managed programme would have achieved.

If you like the sound of that, and can live with the lack of recognition, then perhaps a career as an independent KM consultant awaits you!

7. Copycat

This is more of a tactic than an implementation strategy per se - but it's often successful to point to examples of successful KM from other organisations (competitors and customers are particular impactful) to create some "me too" or "me better" demand.  Find a good example and invite them in to tell their story.  Check whether your board members have non-executive directorships or recent prior experience of other companies.  They might be good ones to pursue! Copycat can work well internally too, encouraging business units to out-do each other in successful knowledge sharing, but make sure that the measures you use to compare and celebrate don't create a new set of competing silos.   ConocoPhillips' '4G' awards (Give, Grab, Gather, Guts) and Syngenta's TREE awards (Transfer, Reuse, Embed, Experience) both focus on giving and receiving - hence they compete to out-share each other - which has to be a good thing!

8. Pilot

A Pilot approach will often take a subset of KM methods and apply them locally - in contrast to the big bang, which usually takes KM as a whole and attempts to apply it globally.  It's all about lighting a number of fires to see what spreads.  A pilot enables you to try the aspects of KM most likely to make a difference quickly, to build credibility locally, and to learn from each implementation.  That could mean launching a community of practice for one part of the organisation whilst closing the learning loop on major projects and working on knowledge retention for retiring experts. Criteria for a successful pilot?

  • capable of showing results (measurable value would be good) within 6 months;

  • strategic;

  • repeatable elsewhere;

  • close to the heart of any key sponsor or stakeholder, and

  • ideally a recognisable part of the organisation (not too esoteric) which will make their story easy to understand.

9. The Buffet Menu

The success of a buffet approach depends on a high level of demand for knowledge. Rather than investing effort in creating an appetite, or a willingness to experiment - this approach works with the demand already present, and provides an array of tools and techniques which the organisation chooses from at will, once their "palate" is sufficiently educated.

The International Olympic Committee is a great example of this.  They set out a veritable smorgasbord of learning processes, observation visits, secondments, extranet platforms, access to experts, databases, distilled recommendations and lessons learned.  A knowledge feast for a future organising committee, who enter the 7-year process with a tremendous appetite for knowledge. On a smaller scale (and let's face it, everything looks small compared to the Olympics!), management consultancies operate their KM programmes using the demand for knowledge which accompanies each new assignment.

Demand-led programmes are more likely to be sustainable - no need to persuade people to change their behaviour - adrenaline drives them to it!

10. Phoenix from the ashes

For a lot of organisations, KM is not a new idea.  For many of them, there have been several historical big bangs, pilots and copycat initiatives. Talk with people about what has happened in the past and learn from it.  Corporate KM started in the mid '90s, so you'll be looking for people with grey hair (working in KM does that to people). Sometimes just having these conversations can rekindle enthusiasm, tinged with nostalgia.  Why didn't we make more of that?  What did we lose momentum then?  Perhaps now the timing is better?  Perhaps now, with a new sponsor, or now that we've addressed that particular barrier? It is quite possible for KM to rise, phoenix-like from the ashes and fly higher than it did before.

So whether you're a viral copycat or a phoenix stealthily approaching a buffet from the outside in, here's ten options to consider, with a little help from the inaugural UN KMOL class of 2013.

Knowledge Pit Stop

Back in 2009, I blogged about some heart-warming examples of cross-industry peer assists,  involving Great Ormond Street Hospital and the Ferrari Formula 1 pit team.  Geoff and I wrote the story up fully in our second book, "No more Consultants". The specific example related to the operating theatre team improving their handover processes during an operation called the "arterial switch" - and the insights of Professor Martin Elliott and his colleagues who had the curiosity and the passion to approach Ferrari and ask for help.

It reminded me of Thomas Friedman's book "The World is Flat" where he wrote:

“I have concluded that in a flat world, IQ- Intelligence Quotient – still matters, but CQ and PQ – Curioity Quotient and Passion Quotient – matter even more. I live by the equation CQ+PQ>IQ. Give me a kid with a passion to learn and a curiosity to discover and I will take him or her over a less passionate kid with a high IQ every day of the week.”

I was interested to see that Formula One was in the news again this week with another example of curiosity-driven cross-sector knowledge sharing - this time with public transport.  Train manufacturer Alstom, who say that the knowledge they gained has enabled them reduce a 2-day repair job to just 4 hours.

We need more of these "I wonder" moments to bring knowledge together, where curiosity triumphs over the "but we're different" default reaction of not-invented-here cultures which drives those connections and overlaps apart.

Image

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?

How the stiff upper lip is the enemy of knowledge sharing

Here’s a quote from a BBC news article yesterday:

Keep Calm and Stiff Upper Lip

The UK's "stiff upper lip" culture may explain why it lags behind other countries when it comes to beating cancer, say experts.

Researchers, who surveyed nearly 20,000 adults in six high-income countries, said they found embarrassment often stopped Britons visiting the doctor. Respondents in the UK were as aware of cancer symptoms as those in Australia, Canada, Denmark, Norway and Sweden, but more reluctant to seek help, they said.

When you drill down to the underlying reason behind “embarrassment” or “reluctance to ask for help”, you usually end up with “pride”.

This reminds me of one of my “seven deadly syndromes of knowledge-sharing”.   I called it “Real men don’t ask directions”, or “TomTom syndrome”

Imagine the scene: You’re on your way to a dinner party at a friend’s house; you left home a little late, so now you’re in a hurry and the quality of your driving is deteriorating.  Your partner is unsettled and tells you that “she’d prefer to get there in one piece than not at all”.  Now, just to add to the tension, you have a nagging thought that you might have taken a wrong turn. You carry on though, hoping that you’ll happen upon a road-sign or a landmark, but none appear. Finally, your partner breaks the silence and tells you what you already know.  You’re lost!    “No problem”, she says triumphantly pronouncing the solution; “pull over by that man over there and we’ll ask for directions”.

Of course, it’s not exclusively a male problem, but it does seem to be the case that men suffer from this syndrome more than women.  It’s hard to ask for help.

We have all had times when we have that nagging sense that “there might be a better way to do this”, or “perhaps someone else has already figured this one out”.  What stops us from asking around for solutions and ideas for improvement?  Sometimes it’s a sense that we’re supposed to know the answers.

Why would I want to show everyone else that I’m incompetent? That doesn't seem like a route to promotion.  However, once I've solved my problem, I’ll be happy to share my solution.

The truth is, the biggest challenge to organisations who want to get more from what they know, isn't that they have a knowledge sharing problem.  It’s that they have an asking problem.

It’s also true to say that we often turn to technology for help when a conversation would be more timely, more accurate and more helpful – whether that’s with a doctor, a local resident or a knowledgeable colleague who would be only too willing to help.