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Taking the thought to court

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The combined effects of lockdown, helping my town respond to the pandemic, managing a growing business, while having to be in too many (virtual) places at the same time has taken its toll.  About 6 weeks ago I was advised to take my foot of the pedal and join a group of 20 on a 5-week virtual “Living Well with Stress” programme run by the NHS.

I mention this not to evoke sympathy more to raise awareness of the increasing incidence of mental health issues. “My” Zoom group was one of 3 being run concurrently in Sussex. Participants, ranging in age from 18 to 70, were encouraged to be on camera and contribute via the chat.  Admitting you have an issue is a challenge; facing a screen full of people with moving stories is harder still.

We finished the programme a week ago. What did I take away from it?

The value of images and metaphors to help describe feelings: As I’d previously described my situation as being like a sponge that was full to overflowing and needing squeezing dry, I found the metaphor of a stress bucket compelling and apposite.

Everyone has their demons: many on the programme spoke of a lack of confidence in dealing with others exacerbated by the lack of personal contact these past 18 months.

“Taking the thought to court”: when we are down and thinking negative thoughts its vital to examine whether those thoughts are valid or distorted and exaggerated. 

Being able to recognise the symptoms and triggers: this is key to employing some of the coping strategies above.

The importance of ‘me’ time and physical exercise: walking helps as does Yoga.

By the time you read this I hope to have concluded my ‘time out’ with a visit to family and friends in Lisbon and Cascais where as you can see I managed to switch off for a few days and catch up on some great books.

I am eagerly looking forward to returning refreshed and resuming the “in conversation with…” sessions from October and resuming my presidential duties representing CILIP on the global stage.

Presidential “Debate” & Presidential Musings

The 3rd in the series is only a few weeks away (on 29th September).  It’s a stellar line up and the topic very timely.  To whet your appetite, this edition’s Presidential Musings column features the three speakers, Luis Suarez, Neil Usher and Rob Cottrill.  Here’s a snapshot of what to expect from Luis quoting from a recent study on distributed working:

     “…remote work is a win-win, because the employee can move to a location of choice and save money in cost of living, and the employer will see higher productivity and lower attrition and save on real estate costs People will gravitate to a location where they want to live, rather than where they have to live”.

And finally: in search of tolerance

These past 18 months have exposed significant divisions in our society and exacerbated the gap between the haves and have nots.  Those dealing with the public have witnessed new lows in behaviours. Many of you are in the front line and I marvel at your ability to dust yourselves down and come back fighting when abused.

As autumn approaches, schools return and people grapple with the challenge of returning (or not) to their place of work, my sincere hope is that all of us take a moment to reflect before condemning another and if you get good service, tell that person or their boss.  We all need a lift!

Thank you for reading this.

“Old people must die!”

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It’s New Year’s Day and I’m in Lisbon. I arrived Sunday 20th, the day the British were declared persona non grata by most of the world as a consequence of the rapid spread of the “English strain” of the Coronovirus. Our easyJet flight from Gatwick was one of the last permitted ahead of an exclusion for travellers from the UK for non Portuguese or non residents.

On arrival that night we arranged Covid tests at the drive through centre that sprung up close to the airport. Some 12 hours later we are in a queue (this will become a familiar theme over the next 10 days) and a further 12 hours later our negative results are confirmed. We can now begin looking after my mother in law who is currently in remission from an ongoing condition.

It’s fitting I should be in Lisbon the day the UK formally assumes it’s stand alone status as I was here (giving a keynote address) the day the Brexit vote result was announced. Then, most Portuguese were bemused by the decision and today, as Portugal assumes the presidency of the EU for the next 6 months, the desire to leave is still greeted with a shrug of the shoulders. Reassuringly, as the UK’s oldest ally, Portugal has gone the furthest to reassure UK expatriates of their right to remain as residents under the previous pre Brexit terms.

Christmas (Natal) is a big deal in Portugal which is unsurprising for a country described by Barry Hayton in his acclaimed tome The Portuguese: A Modern History as follows:

With an easygoing and seductive lifestyle expressed most fully in their love of food, the Portuguese also have an anarchical streak evident in many facets of contemporary life.

That 39% of disposable income is spent on food confirms it’s importance in daily life and rituals which are very much to the fore this time of the year. Food is not merely fuel, its a healthy obsession that provides a backdrop for most conversations. Whereas few in the UK would wait in line (unless to panic buy in the pandemic) here it is obligatory if you wish to get the best cut of meat, the freshest vegetables, or the right cake on the right day!

The food and wine are delicious, ridiculously cheap and though as yet I am unable to determine which “Kings Cake” one has on which day over Christmas and the New Year the inevitable wait is worth it.

Perhaps the single biggest difference with the UK is that being in service is not viewed negatively and most of the established coffee shops / pastelerias are staffed by indigenous catering veterans.

2021: CILIP Presidency

It is ironic /sad that, concurrent with the commencement of my term of office as CILIP President, my good friend Karen McFarlane should be stepping back from involvement as a Trustee having completed her term of office. Karen was the instigator of my appointment as well as reviewer on the first book I co-authored Navigating the Minefield… Her contribution to the Knowledge & Information Management profession has been immense and I will be proud to continue to serve alongside her on the BSI KM Standards Committee as well as CILIP’s Knowledge Management Chartership & Fellowship Accreditation Project board.

I did not know my predecessor Judy Broady-Preston prior to my nomination a year ago. In the intervening period I have come to respect both her humanity and intellect and thoroughly enjoyed the many virtual conversations (and occasional dinner) despite Covid restrictions. I am delighted Judy will continue to be involved as part of the Presidential team. More on that in due course in CILIP’s flagship publication, Information Professional.

A few weeks back Judy, Nick Poole and I had a long discussion about the Presidential role. I’d previously suggested that where possible the theme for a Presidential year should map back to the aims and objectives of CILIP and dovetail with previous and future incumbents. I am delighted to report that Kate Robinson (President Elect) is onboard with this approach and that my year will overlap with both Judy’s and Kate’s in terms of objectives. Professionalising the profession (at home and internationally) will be at the core and I will seek to build on what Judy has acheived.

I’ve previously spoken and written about:

  • the absence of a home / body that Knowledge Management professionals can coalesce around;
  • the need for a universally recognised professional qualification; and
  • the importance of a set of international standards that organisations engaged in Knowledge Management might adhere to and benchmark against.

“Striving down the path to corporate legitimacy” is a phrase I’ve used before and it will be at the heart of my efforts to position CILIP at the centre of this move.

And finally

Inevitably discussions and the news over the festive season were dominated by the depressing statistics on the spread of the pandemic emerging aound the globe. As I write this Portugal is in a 3 day curfew with movement of unauthorised vehicles prohibited from 1pm to 5am daily. Our town Eastbourne recently entered Tier 4 so on our return this weekend we will be in quaratine though fortunately we can work virtually.

In case you are wondering, the phrase shown in the title was spoken by a friend at a socially distanced and compliant family dinner a few nights back. Her 88 year old father had recently passed, her husband was hospitalised for 5 days and another good friend had died as a result of not attending hospital due to a fear of contracting Covid. Her point (and this is where translating from one language to another can be imperfect) was that the mortality rate of Covid is very low. By focusing exclusively on that, the impact on other conditions will be adversly affected not to mention the lives of the rest of the population.

I asked everyone at dinner how they would rate the performance of the government. 7/10 was the consensus. Though mistakes have been made, Prime Minister Antonio Costa has acknowledged them. This has engendered a feeling of trust I sense absent in the UK.

2021 has the potential to be a bounce back year but it will require a shift in mindset and the state of political rhetoric. I am looking forward to kicking it off with more KM Cookbook virtual Masterclasses this month with Chris Collison and future collaboration with the likes of Lee Bryant, Martin White and Luis Suarez.

I wish you and your family “Feliz Ano Novo”.

Overcoming the “How can I ask without looking silly?” barrier: KM Legal Europe

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January in Amsterdam has become a bit of a tradition as is leading the opening session at KM Legal Europe.

My brief was to replicate 2016 and provide a stimulating opening. I was delighted with the enthusiastic response and the level of interaction that occured over the two days expertly led again by Chair Raffael Büchi.

So what did I see and hear (and learn), and where is Legal KM one year on?

What trends did I see?

The ‘big’ trends for me were:

  • A headlong rush into document automation. “Automating the drafting of legal documents” = intelligent workflow with knowledge embedded that reduces duplication and saves time. 50% of the room said their organisation was engaged in some form of document automation. And its easy to see why its appealing. One statistic that was shared: a saving of 200 lawyer hours a month from 1,150 templates automated. Interestingly this presents a great opportunity for KM’ers with Document Automation installaton experience. Not enough experience vs. too many installations. Importantly another value of Doc Auto: Training young lawers – gets them up to speed quicker as questions it poses makes them understand.
  • The ongoing challenge of getting adoption for the plethora of KM related initiatives: As one speaker suggested, the key is getting them set up yourself f2f. Don’t subcontract to IT. And ‘Celebrate’ use. Communication needs a good narrative to motivate people and get engagment. F2F meetings vital. Brand it as your product; Use advocates (Butterfly effect); Get testimonials.
  • How often reporting lines change for KM’ers as their sponsor moves on. Few I spoke to were on the Managing Committee, many had seen their sponsorship downgraded.

What surprised me?

  • The ease with which all the delegates (many in suits) enthusiastically engaged with the opening exercise I ran and were suprisingly open and candid about “what do you bring to the event?” and “what are the big issues you are facing and would like an answer to?”

  • That despite the promotional hype, machine learning engines still require a lot of manual input upfront from people with domain knowledge to get started which is why there is a growth in companies offering to do the setup work. Need to have engaged partner to drive document automation yet some lawyers enjoy drafting docs – issue: WIIFM (What’s in it for me?) is not addressed.
  • That some firms really get the value of KM. European Law Firm of Year; Swiss Law Firm of Year, UK Law Firm of Year. A Common thread? All have KM Heads who are attending the event. The European Law Firm of the Year had a Senior Partner, the Partner responsible for KM and the KM Head. They are one of few firms to have adopted ISO 9001 Quality Management -realised needed something to unify disparate offices and integrate aquisitions. The dna of the firm: based around the Practice Management System their default system (CRM plus) containing a body of knowledge on the Baltic region which can be put to multiple uses for the firm. It also serves as a timesheet for billable time. Challenge is how to replace so they embarked on a firm wide stakeholder engagement to produce a requirements specification. Note it was not seen as an IT Project!
  • The way in which the dynamic / energy changes at an event when it reverts to “Show and Tell” vs “Ask and Share” The lesson those engaged in the creating and running of events like this took away was that you need people energised from the ‘get go’ each day.
  • That many thought you could engage in Knowledge Capture via forms and macros. As I tweeted: My great fear – you don’t get critical knowledge captured by completing a form – you need to do it around events and in person!
  • That Data Breaches have become a way of life – firms need process for dealing with them as penalties are punitive.

Quotes that stuck (or got tweeted)

Machine learning needs external input to get it going, its a classic case of GIGO – Garbage in Garbage out!

AI: not magic, evolved from sophisticated search. Previously Autonomy inspired plus document automation and NLP thx

AI: when it works its looking at human processes and how to support /emulate with computers to help them make better decisions.

Choosing the right system for your firm is not an IT project, it is a deeply strategic decision – Aku

One revealing survey result from Lawyers: “How can I ask without looking silly?” – loss of face is a real barrier to adoptiion!

Adoption Tips for Sceptics: Articulate savings; Flatter Rocket Scientists and invite contributions; Ignore unbelievers who often turn when others are doing it and they feel peer pressure to join them.

Knowhow management is not a “ding an sich”, separated from other business functns. It’s just a regular part of good management.

 

What advice would I give Legal KM’ers?

  • Your role will involve more Curation and Facilitiation (2 of the 8 ‘ates I talk about elsewhere in describing the future role of the ‘Knowledgeur’) as the need to consolidate corporate knowledge becomes increasingly digital. Tools should be based on the strategic direction of the firm; learning (not training) sessions ensure people are versed in their use. But don’t forget one of the most important KM tools is Coffee – one new KM leader had 420 coffees in first couple of months!
  • Don’t be afraid to use external speakers to stimulate an in house response and introduce an element of competition. Round table cafes are successful in Switzerland – over food!
  • Embrace technology as it’s here to stay. Where possible use the systems already in house. Develop practice groups to help produce requirements specifications. And make sure you are clear the role each tool is playing.
  • You can achieve a lot with a little. Real change is often simple and inexpensive. In one example the PA’s wanted a practice group to organise calendars and email traffic and Intranet needed quick links. Both were low level but effective and resulted in improved productivity. Where possible use the systems already in house.
  • Be opportunistic: A Good KM /comms /engagement. The Brexit vote gave impetus to a “Hot Topic” project in one firm. By consolidating all that was known and equipping lawyers with answers the profile of the team rose. Learning: people like getting together to discuss topics.
  • KM Legal needs to be closely aligned with Learning & Development and HR. One firm developed a 1 week corporate program (mini MBA) that included KM focused on competency gaps. Their KM Committee reports straight to Managing Partner. It has teeth and includes core functions of the business.
  • Develop a suite of simple facilitation tools and techniques: One firms uses POSE acronym to drive all meetings: Purpose / Owner / Safety / Engagement. I’ve often used DEBRIEFS.
  • Become part of the business development process: Many firms now see KM involvement as important to winning new business or as part of the broader service offering.

And finally:

AI: when it works its looking at human processes and how to support / emulate with computers to help them make better decisions

I see this as being an evolution rather than a revolution. We are at Stage 3.

Stage 1 Search: Making documents, images and audio/video available and tagged;

Stage 2 Review & Connect: Analyse/summarise documents, images & audio/video push to relevant people. Identify patterns, connect; and

Stage 3 Predict & Facilitate: Using raft of data, information & accumulated knowledge to predict likely outcome & facilitate

One of the real highlights was that 20 people joined me for an impromptu conference dinner at a nearby Pho Vietnamese Restaurant. It reinforced the importance of food and drink in being lubricants for great conversations.

I took away a feeling that this question is still not being addressed satisfactorily and that firms remain at risk when people and teams leave or are acquired:

The risk of critical knowledge loss is not just about what people know, its about who they know and what networks they might know.

Perhaps AI will help in consolidating the know how of firms and hence build resilience into their models which remain vulnerable if people (and teams leave). Certainly the approach being adopted by the European Law Firm of the year of integrating CRM and workflow with precedents and transaction management is a bold step. Only time will tell if its successful and becomes the blueprint.