… I would like to ask if you might still have availability and interest. The event is Nov 20 to 24!
UK Caribbean Infrastructure Fund (UKCIF), which provided funding for the Conference, is a £350 million grant-funded programme from the UK Government to build climate-resilient, inclusive infrastructure and boost economic growth in the Caribbean.
Having stepped back from consulting to focus on an expanding business interest I wasn’t initially enthused. The timetable was absurdly tight. I had less than a month to develop an agenda to cover the first couple of days for a disparate group of stakeholders. And, I would have to get the 60+ representatives from 13 countries to prepare the story of their project in advance then to create an environment that promulgated the sharing and adoption of lessons from major infrastructure projects in the Caribbean. Here’s the initial brief:
“The Lessons Learned Workshops are designed to provide a platform for participants from diverse sectors and countries to share and extract valuable insights from the implementation of their projects. The primary objective is to facilitate effective knowledge exchange at sector, country, project, and cross-cutting thematic levels. Additionally, the workshops aim to equip participants with the skills to independently conduct lessons learned sessions within their respective teams upon returning to the execution of the project.”
Additionally, I would have to do all of this under the watchful eye of the UK’s Foreign, Commonwealth & Development Office (FCDO), the sponsors.
BUT!
I love the Caribbean, I’d never been to St Vincent (host country), I liked and trusted the person I’d be working most closely with, and it felt like the ultimate challenge; an opportunity to leave a legacy footprint drawing on 50 years of international assignments.
So, I said yes and sent off a provisional outline agenda / proposal in response to their terms of reference.
Agreeing the agenda
This was never going to be easy; getting everyone on the same page in 3 weeks while creating materials for the event, developing pre event ‘homework’ tasks and producing a short “welcome to the event” video for the delegates.
Ahead of the video production we gathered virtually for a stakeholder briefing. I began by asking each to identify what a successful event might look like. I find it important (assuming everyone is willing to work colllaboratively) to get an understanding of the motivations of those who have most to gain/lose from an intervention. And if there are widely differing opinions then that too is informative.
Flights booked, hotel reserved and taxi sorted for journey to LHR I set about the task of creating an agenda and the pre event ‘homework’. Here’s what I asked the delegates to do:
Getting started
My challenge: to strike an effective balance between experiential learning and data collection. I wanted delegates to take away a set of tools “Knowledge Products” that they might use to improve the way they undertake major infrastructure projects while concurrently identifying a set of tangible lessons that could be applied from day one.
Our Day One objective:
Today is about surfacing learnings already identified, arriving at a shared understanding of the term lessons learned, the importance of conducting Lessons Learned processes and developing a general understanding of what critical knowledge looks like for each project.
Day One takeaways
Having encouraged the delegates to reflect on what struck them during the day this stood out:
And these keywords emerged:
Dress: Elegantly Casual
At events such as these it’s often the post activitiy discussions that lay the foundations for future collaboration. St Vincent proved to be an excellent host with the Prime Minister / UK High Commissioner’s reception a particular highlight.
On previous visits to the Caribbean I’ve always admired how people dress for formal gatherings and this was no exception aided no doubt by the suggested dress code on the invitation.
And an impromptu evening at a local fish bar spawned new friendships; what’s not to like about these offerings?
Keeping the momentum going
After a short recap, I set out our aims for Day Two:
As Day One surfaced several lessons while providing a good theoretical underpinning, so Day Two will focus on practical application, capacity building and the use of different tools for capturing and incorporating lessons, based on Active UKCIF projects.
We used a variety of techniques to identify and make use of the lessons that emerged during the day.
The Peer Assist session was enthusiastically adopted and a raft of excellent suggestions surfaced.
Here’s what the various projects said about the discussions:
“The support was overwhelming, one point, verify the condition of the equipment being provided by the contractor before engaging with them”
“Issues were around implementation. The conversation was amazing; it came up with a number of things we needed to focus on including the establishment of a technical committee the project team might reach out to for advice”
“We had a very productive discussion. Three areas; Develop a negotiation strategy and team ahead of the award; negotiate on big tickets items and consider scope reduction to deliver cost savings; look at methods that are more familiar to contractors to ensure bids are lower.”
“Issue was around set up and procurement of resources. One suggestion, to look at what can be done by the client to mitigate the lack of resources”
And finally
The event underpinned the power of story. Here’s a powerful example from the Day One project presentations:
Port Project: Anticipating the unexpected!
It was anticipated that local aggregates would be used for the project, but local materials did not meet the requirements when tested. So, the decision was taken to import aggregates, but the source country was known to have these African Giant snails. The decision-making around this issue took many months and resulted in a delay, but it was necessary to have the Biosecurity plans to prevent, eradicate or contain any invasive species.
I could not have chosen a better location or group for a swansong event. There is a warmth and generosity of spirit among the people of the Caribbean (the climate and environment help) and humour plays an important role in establishing the right environment for people to share.
We surfaced a number of themes to work on when undertaking major infrastructure projects.
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!
A few weeks back, Dr Madelyn Blair, a friend of many years standing, approached me to ask if I’d participate in one of her weekly tv slots. She left the topic up to me and, with the world emerging from the pandemic and international business starting to resume, I thought I’d share some of my experiences of working internationally.
Here’s a few of the thoughts I covered:
Looking back & looking forward
I am lucky; I’ve worked across five continents and experienced many different cultures over the last 40 years. I’ve been shot at in Ireland, detained in Sudan, been part of an aid convoy in the Philippines after Typhoon Ondoy, slept in a tin shack in Darfur, shared a room with a desert rat while watching oil fields burning in Saudi Arabia in the aftermath of Desert Storm and landed in Barbados after the island’s only hurricane. When I reflect on a few snippets from a lifetime of conducting international assignments it’s perhaps unsurprising that my daughter once said “Dad are you really a spy?”.
As I’ve visited/worked in: China, Colombia, Cuba, Iran, Russia and Sudan and the fact that I have two passports it’s surprising I rarely attract the interest of immigration officers. Over the next couple of paragraphs I will try and explain why I think that is and share a few stories about conducting international Knowledge & Information assignments in an ever shrinking and connected world.
I’ve made 6 visits to Iran as part of an assignment to help develop a Knowledge Management Strategy and oversee the implementation of a set of pilots. All the preconceptions I had were wrong as I discovered on March 21st when Iranians celebrate their new year, Norooz, based on the seasons rather than the Islamic calendar.
Getting organizations to embraceKnowledge Management (and become Knowledge Driven rather than merely Knowledge Enabled) requires a deep understanding of the way they work and the context in which they work. The more challenging the environment the more some of the techniques I describe below come into sharp focus.
We practice what we preach and learn before, during and after and make sure those learning’s are fed back into the methodology we use.
Winning the business
We’ve all had ‘we’d like to invite you to tender for’ requests from organizations we’ve never met. As you become more visible and published so these increase. As a rule unless you can trace a direct link to someone you know or somewhere you’ve been then you are being used as padding for a tender process. Be warned. It takes a considerable effort to respond to tender requests especially when there are procurement specialists intermediating.
I learned this in my banking career from a Canadian client in the mining industry who set up an informal cartel in order to meet overseas government tender requirements for at least 3 bids.
Looking back over the major (£250k+) assignments I’ve won and led, in all cases they came as a result of a referral, a presentation or an enquiry stimulated by targeted marketing activity.
I use this criteria for deciding whether to submit a proposal: what new knowledge will be learnt as well as will it be profitable? To that I add, is it something I really want to do, will it enhance our brand, will it make a difference to the prospective client and will it be challenging?
Negotiating the ‘deal’
Having ‘teed up’ an opportunity, the next (big) challenge is how to tie down a mutually agreeable scope of work and a payment schedule that reflects the effort. Here’s where the fun starts and I try to find out how strategically important the work is as this can influence when / if you get paid!
Big international organizations have defined processes (and payment terms) that often make it difficult for SME’s to work with them. Cash flow is king so be prepared for the potential impact on your business of a delay.
An African friend of mine signed up for a consulting engagement with one of Africa’s major organizations. It looked great and met all of the criteria I outlined above. Payment was triggered by receipt and acceptance of a set of reports and recommendations. Now 9 months later he is still waiting for formal approval for his reports. His mistake? He had no milestone payment and no upfront mobilization fee. Next time he might insist on a payment for delivery with balance on acceptance.
Travelling and staying
Another big consideration is travel. Your safety is important, as is your health. Before I decide on whether to go or not to a country I check out what and whom I know who might help – I conduct my own ‘Peer Assist’ – and visit the members’ library at Chatham House.
Many of the countries I visit require visas and sponsors – that process needs to be built in to your budget and timetable.
Remember you are probably going to be more expensive than a local competitor and unlikely to be able to charge for travel time so do the planning.
Choose your carrier wisely – it’s how they treat you, how they respond when things go wrong and how quickly you get there that matters not the air miles.
My travel checklist works like this:
What’s the quickest route on the safest carrier (in my case that means leaving from Gatwick and transshipping if necessary)?
If over 7 hours, can I break the journey?
What’s the most economical way of getting there in comfort?
Does the airline have facilities to work while in the air?
So I have a working knowledge of schedules and use SeatGuru.com to check out the best seats with the most legroom on the plane.
Accommodation can make or break an assignment! A client will often give you an allowance or have preferential rates. Expensive doesn’t always mean good; proximity to your client is vital as is the ability to work in your room.
For Darfur I had to undergo UN security training. It taught me a number of things I use today when asking for a room:
Above tree line and below floor 7
Preferably not facing the street
Proximity to fire stairs.
Working & communicating
In an FT Article, A guide to (mis) communication Gillian Tett draws on ‘Mind the Linguistic Gap – Anglo-Dutch Translation Guide’, to illustrate how easy it is for people from developed nations let alone developing ones to have major communication difficulties. The guide lists phrases that are commonly – and completely – misunderstood when English and Dutch people talk to each other.
So when the English say, ‘please think about that a bit more’ we actually mean ‘that’s a bad idea’ whereas the Dutch (and many others) would assume we mean, ‘that’s a good idea, keep developing it’.
Gillian goes on to look at The Culture Map by Erin Meyer which notes that human speech varies depending on whether there is a “high” or “low” level of assumed shared cultural context. This affects vocabularies: the English use more words whereas North Europeans (and Americans) tend to be more forthright.
Why is this relevant? If you don’t adapt your style and (in my case) speak slower, write more succinctly and with less jargon, there is huge potential for miscommunication.
Here’s one vivid illustration of the need to adapt styles and approach. Many years ago I ran the energy portfolio for a bank. It involved frequent travel and meetings with clients from different backgrounds and cultures. I was in a meeting with the Deputy Minister of Petroleum and it was fully 15 minutes before we got around to discussing the issue to hand. He led the conversation, about the investment climate, the property market and the oil market and then when he was ready (body language changed) we got down to business.
That same day I met the US CEO of a major oil corporation. He opened with ‘you got 15 minutes, what have you got to show me?’ A rapid change of pace that reflected different contexts.
Importance of set up
If the way we speak, write and hold ourselves is important so are the technological underpinnings. Consider this: in many organization the jump drive (memory stick) is banned. There is a limit on email size (try sending a video to a client), browser activity is monitored and restricted and guest access behind their firewall requires countless sign off and takes days!
Before setting off on your mission, ask the uncomfortable, check whether you need a Mac adapter to show a presentation, are plug sockets receptive to your adapter? I’ve arrived at the HQ of a Swiss organization and discovered that the only way to access their power sockets was with a special plug.
The other key issue is to develop an advance view (hypothesis) of the organization and its culture. Is it a ‘red line’ organization where obsessive attention to detail suffocates innovation and creativity? Or one that is so loose nothing happens.
Agreeing a weekly plan is a great way to surface this as is developing specific agenda for each session.
And we all take things for granted, I once arrived at a ridiculously expensive hotel in Khartoum to be greeted by a sign that read: ‘No credit cards in Sudan’. Thank goodness we had a friend with a local account and a suitcase full of cash!
Listening ears and noticing eyes
How you are received on arrival is usually a good indicator of how important your visit is. I make it an objective to see the President (or similar ranking officer) of an organization during my stay even if to say hello, it is courteous as well as tactically smart.
I also try and get a view of the meeting areas and informal spaces early in a visit. And where the water cooler and coffee stations are located to see how people interact and what they talk about.
I also find it pays to listen more than talk especially in the early parts of an assignment, as someone once said ‘you have two ears and one mouth and should use them in that proportion’.
Friendly ‘fire’
Assuming you are by now super observant and minding your P’s & Q’s, the next big challenge facing you is how to work with your immediate stakeholder group.
You need to establish separate sounding boards not just your project sponsor.
Wherever possible look to work with a cross functional/silos steering group to whom you can turn to for advice and critical friendly fire.
Show respect to everyone. While our organizational structures tend to reflect importance it is not always the same elsewhere and the power brokers / influencers who can help you to make things happen or identify blockers who can be opaque to the uninitiated.
When yes means no and timing is flexible
Working with global businesses I’ve come to realize a one size fits all ‘approach will fail. I once had ‘ownership’ of the integration plan for an acquisitive business during the dotcom era.
With offices in UK, Germany, Netherlands and USA (where the CEO was located) it became pretty apparent that incentives in the US didn’t play well in Europe (and vice versa).
“Employee of the Month’ is probably universally accepted as a way of incentivizing and measuring performance. I shall always remember the response of a Dutch winner who when told that her prize was lunch with the CEO said ‘And that’s worth winning?’
A serious point: in many cultures, yes means no or at best maybe and you need to know which is which.
I would turn up for an agreed appointment only to be told by the PA or Secretary: ‘Mr … is just coming’ ‘Mr… is on a call’ or ‘Mr… has been called to see …’
All are bad news. 15 minutes is about the maximum time to wait. I’d leave a card and suggest returning in the future or ask for an area to work in while I waited.
Timekeeping is often the biggest challenge on an international assignment. Rare are the occasions when meetings start and finish to time irrespective of the venue.
“Africa time’ is often jokingly used to describe that continent’s loose association with timekeeping.
But it is not only there! If you have a number of meetings in a day remember it can take considerable time to navigate from one office to another and you need time to catch your thoughts and make field notes.
Handling left field moments
Even the best of us can inadvertently put a metaphorical foot wrong.
Our actions are magnified when we are dealing in a different environment and out of our comfort zones.
I narrowly averted a faux pas in Iran. A copy of the Koran had been placed on the table I was sitting at in full view of the audience I was addressing. A technician came to wire me up and put my coffee cup and working papers onto another desk while he did so. He gave me back the papers and cup as he left and I was a whisker away from putting the cup on the book as one might in the UK.
Another issue that often comes up is the formal greeting. I now let the person I am meeting make the first move and respond accordingly. I’ve been slapped, kissed on both cheeks, put my hand on my heart, bowed, even touched noses (a strange experience) and had my hand crushed.
Rituals around food and entertaining can be the most challenging to deal with when working cross border. I was having dinner in Abu Dhabi with a Saudi professor who told me a wonderful tale about an early experience when he was just married and was at language school in upstate New York with his wife.
As is customary they were invited to dinner but did not take a gift as in his culture to do so would be an insult. His hostess was not impressed and it took some time for him to understand the reason.
Perhaps my most surreal experience occurred in Sudan when I was invited to visit a major company for a discussion only to find on arrival there were 200 people assembled to hear my presentation on ‘Knowledge Management in the Energy Industry’.
After recovering from the shock I conducted a 45-minute Q&A session prompted by an opening, ‘What keeps you awake at night?’
Reporting and getting paid
I’ve had mainly positive experiences dealing with international clients and getting paid.
Typically the more ‘developed’ the country the worse organizations (especially governments) are at making payment if you are an SME.
However I’ve found people will try and find a way to pay you if they feel you’ve done a good job. Your challenge is to manage that perception!
In the early contract negotiations it’s important to have an advance or mobilization payment built into the contact. The assignment scope should cater for that and it should be clear the work that is being done in order to trigger that.
Reporting steps should be specified and wherever possible adopt a Value Frame approach wherein each milestone is evaluated jointly to assess the value and impact you’ve provided..
I discovered one of the best ways of setting expectations with clients is to present an early draft to test the format and language. `
The most important technique is a visualization of the service you are providing which is updated frequently. It is so much easier to talk to people in their 2nd language with an image or roadmap as a backdrop.
Phew! Having arrived in Lisbon on December 20th concurrent with the announcement that estrangeiros were being banned, my wife and I headed for the Covid-19 testing centre so we could spend Christmas and New Year looking after my poorly Mother in Law. Imagine our relief as we caught the last flight back to the UK (and a period of self isolation) on January 4th before the cancellation of all flights.
While there I’d prepared my first Presidential message to the 10k+ members of the Chartered Institute of Libraries & Information Professionals (CILIP). In it I’d set out a few objectives and I’m delighted to note that a couple are underway.
The first of my “Presidential Musings” is about to be published in CILIP’s flagship publication Information Professional. “To certify or not – the value of an ISO standard?” features a couple of highly respected senior managers who give their thoughts on how organisations might seek assessment against ISO 30401. Patricia Eng was an obvious choice, being the first globally accredited ISO KM Auditor and the former head of KM for a national regulatory body, as was Carol Aldridge, one of the few KM professionals I know of who has introduced ISO standards into her organisation. Carol’s summary comment is very apposite:
“Demand may come if and when organisations see this standard as a convenient means for evaluating suppliers’ KM performance as well as a framework for assessing their own.”
And the good news is that subscribers (CILIP members) can now view this via a downloadable app.
“Don’t know how to be poor”
A very busy month followed: 4 days of masterclasses, a couple of board meetings, numerous Zoom calls, a webinar on search, plus 2 Cobra meetings in my home town Eastbourne to discuss the ongoing pandemic.
From relative obscurity and a very low rate of Covid-19 cases per 100k Eastbourne entered the top 10 of most affected areas in the UK with an average of nearly 1k cases per 100k. Civic leaders and health professionals attributed it to:
An influx of day trippers driving to the South Downs National Park to meet friends
A large proportion of blue collar manual workers unable to work from home
An influx of homeless people from outside the borough being housed in local hotels
A campaign to change behaviours around the use of masks while shopping and fuelling the car is being put in place since 30% of cases were attributable to those activities.
Perhaps most worrying is the dramatic rise in demand from working class families seeking assistance to feed their children and too proud to visit food banks. As one of the volunteer group leaders put it, “they don’t know how to be poor” and need a lot of assistance and direction from volunteer groups to signpost them to the help that’s available.
The good news is our local vaccination programme is ahead of schedule (my 93 year old mother had the jab in December) and collaboration, between everyone involved in the supporting the local community, remains excellent.
Osmotic learning
One of my Zoom catch up chats was with the engaging Ian Rodwell of Linklaters. We talked about how in a virtual environment you might recreate the serendipitous encounters that are often the source of new ideas and connections. Ian is working on something he describes as “Scheduled randomness” – watch this space for more, and as Head of Client Knowledge & Learning his focus is on Osmotic Learning. “Lockdown Learning” and “Return to the Office Toolkit” are recent outputs.
Ian’s challenges are I imagine mirrored by many: how to maintain lockdown momentum, motivation and focus in a virtual environment; how to build on the extended reach that tools such as Zoom and Teams provide; and how to keep the contributions (top tips) coming from officers.
I heard similar concerns about keeping up momentum expressed in a subsequent conversation with another global Knowledge Manager. We talked about the difficulties of managing across continents and time zones, of maintaing peripheral vision while facilitating virtually and encouraging contributions from junior members of staff. She noted one downside of Teams is that it can create silos.
Being remotely human
Having introduced Dr Bonnie Cheuk to the members of CILIP’s K&IM SIG I wanted to be sure to attend the webinar she ran a few weeks back entiled: “Digital transformation, learning and development and knowledge management: is the line blurring“. I was glad I did.
Bonnie’s title is is Senior Business and Digital Transformation Leader, AstraZeneca. So much of what she does is around facilitation and creating an environment for knowledge sharing to occur. I had the pleasure of working with her and members of her team a couple of years ago during the transformation of the business and know how important a number of the initiatives she put in place were in accelarating changing ways of working. The unprecedented discovery and production of the AZ/Oxford Covid-19 vaccination is a great example of more agile working and effective use of tools such as “Pause & Reflect”, “Working out Loud” and “Paying it Forward”.
I was particulalry drawn to her example of creating a regular online hangout around the virtual global watercooler as an attempt to redefine learning and unlearning and create a human space in a remote environment. More on that in the future, below is a sneak preview!
Agile KM
While on the subject of Agile working, Chris Collison and I had the great pleasure of running a “behind the firewall” KM Cookbook Masterclass over a couple of days for the Agile Business Consortium’s senior leadership team and board. Using a combination of Zoom and Mural we used the KM Canvas to address issues that will arise as they develop their KM capacity.
What stood out to me, apart from how smart they all were, was the ease with which they navigated the canvas and how rapidly and candidly they were able to identify gaps and needs.
Professionalising KM
Much work has been going on in the health sector. Apart from Chris Collison and my masterclasses with Public Health England, Health Education England (HEE)’s Library & Knowledge Services, who have been doing an amazing job providing evidence based knowledge to front line workers, recently launched a five year strategic framework Knowledge for Healthcare Mobilising evidence; sharing knowledge; improving outcomes. Led by Sue Lacey Bryant, a CILIP Trustee and the 2018 winner of the Walford Award, it is very much at the core of a drive to professionalise Knowledge and Library Services across the health industry. Who can argue with this:
Knowledge and evidence are business critical because the quality of care, patient safety and service transformation is underpinned by informed decision-making.
In fact, HEE helped fund the enhancement and rewrite of CILIP’s Professional Skills and Knowledge Base (PKSB) which is due to be launched to the profession in Q2 this year. HEE use it as a core tool for helping to develop its professional staff. Mapped to ISO KM Standards 30401, it is a major development and goes a long way to providing a set of core competences against which to benchmark a knowledge professional’s development.
“In conversation with…”
l’ve begun the initiative of direct engagement with CILIP’s members I flagged in my presidential message. These chats have been both enjoyable and heartwarming; hearing the stories of people coping and thriving in a pandemic will hopefully inspire others. I will be summarising these conversations in my regular column in Information Professional.
And finally
Ahead of the recent round of Virtual Mezze Masterclasses we asked participants to imagine they were at dinner with a partner.
The responses from many KM ‘newbies’ were hugely insightful. Here’s a selection:
Knowledge Management is about leveraging information, knowledge, experience and connectivity, it can speed up processes and learning allowing you to start off on the best foot and be creative.
How to ensure that knowledge and experience of every individual in a community is shared in such a way that 1+1=3
Bringing together knowledge and evidence from across a range of sources and synthesising this to enable easy interpretation.
Knowledge management is really important to everyone because it helps us all to do our jobs and keep our organisation running. Imagine if there hadn’t been any guidance or procedures, when you first began your job. How would you know how to do it? Capturing the knowledge and experience of others that have come before is important for this. But equally important is that you know where to find it – even starting with knowing that it exists. So, having a structure and knowing how to use both the structure and the information is very important!
Without it I guess we’d keep re-inventing the wheel or the flat tyre. Time consuming!
This, from Aku Sorainen senior partner of one of the most successful European law firms, and a reviewer (a “restaurateur”) of The KM Cookbook, neatly sums up the value of KM to knowledge based institutions.
It’s been a very hectic period since I returned (just in time before quarantine was reimposed) from Portugal. Since face to face communication is at a premium and Zoom / Team dominates working conversations I thought I’d reflect (#workingoutloud) on ‘stuff’.
KM Cookbook: Virtual Mezze Masterclasses
In the last few weeks, Chris Collison and I have run “behind the firewall” virtual masterclasses for the South African Knowledge Management Community (KMSA) and a prominent law firm. Well attended in each case they were held on Zoom / Mural and Teams / Miro. Both were exceptionally well received- no technical glitches to report – and the brekaout sessions around the KM Chef’s Canvas stimulated much discussion and “to do” lists.
In a couple of weeks time I will be giving the annual Walford keynote address to CILIP’s K&IM Community and presenting this year’s award to the hugely deserving Naomi Korn.
The 2019 event was followed by an enjoyable dinner with other award winners: 2020 is going to be held en famille. I like that the organisers have given me free reign to choose a topic the title of which will be: “Who needs knowledge professionals?” It’s not too late to sign up, see here.
The Knowledge Management Officer
A month ago Professor Eric Tsui asked me (and a number of others in the KM community) if I’d be willing to create a short video clip for his Hong Kong students about what it takes to be a Knowledge Management Officer. It made me reflect on how much or how little the role has changed since I first came across the term back in 1994.
My good friend and coauthor Patricia Eng has been hard at it these past few months preparing for the December launch of Dr Ron McKinley (previously Chair of the ISO Technical Committee that helped develop 30401) and her program for aspiring ISO KM Assessors.
The topic of who certifies the ISO KM assessor has generated much space on KM chat groups with claims and counter claims about who is and is not authorised to undertake an ISO KM Assessment against ISO 30401.
Patricia has always passionately advocated the separation of the consultant and auditor role. Of late there is a danger, with the slew of announcements from The Gulf claiming to be the first program to be certified, that the line is becoming increasingly blurred so the sooner she and Ron can begin accrediting would be assessors the better.
Ron’s Linkedin post ISO 30401 Certification Authority of a few weeks back is worth skimming through. I am looking forward to seeing them differentiate between and knowledge audit and a Km systems audit.
Cobra meetings and Kruger report
I continue to serve on my town’s ‘Cobra Committee’. Comprising Eastbourne’s civic leaders, business heads, health professionals, volunteer groups, enforcement officers, tourism chiefs and our MP, it meets virtually to ensure a coordinated response to issues presented by Covid-19 and that lessons get translated into policy responses.
It’s been tough for the local authorities to interpret guidelines from above while managing social cohesion and with half term holidays approaching the community is bracing itself powerless to prevent an influx of visitors from areas where the incidence of Covid cases per 100k is four times that of our town.
One of the topics I raised at this week’s meeting was the recent report “Levelling up our communities: proposals for a new social covenant“. Attempting to build on the community spirit that has emerged during the Coivd-19 pandemic, the report from Danny Kruger MP, sets out a vision for a more local, more human, less bureaucratic, less centralised society in which people are supported and empowered to play an active role in their neighbourhoods.
The importance of digital inclusion, digital literacy and collaborative public spaces, are topics that, as President Elect of CILIP, I care passionately about. Libraries Connected suggests:
“Libraries are at the heart of communities, reflecting and responding to local needs. They get more visits each year than any other cultural service, with a reach that extends right across income brackets, ages and ethnicities. They play an important role in promoting well-being and community cohesion by producing a range of cultural activities with their local communities, and providing many with access to vital online services.”
In 2013, when I was one of the founding trustees of the Zero Food Waste Charity Plan Zheroes seeking to redistribute edible surplus food to those who needed it, I hoped the issue of free meals during school holidays for those struggling to feed their family might be off the agenda by 2020. Alas it is not. Our MP Caroline Ansell showed her mettle this week, resigning her government post having voted with the opposition on the provision of school meals during the holidays.
The moral maze!
Interestingly and unrelated to the above, CILIP CEO Nick Poole tweeted this:
“When you strip it down, when you get right past politics and the law, the bedrock is morality. Each of us is at liberty to make a moral choice about how we treat the poorest and most vulnerable in our society. We ought to judge our politicians on the morality of their choices.”
To which I replied:
“@NickPoole1 Eastbourne’s current MP @Caroline_Ansell made her moral choice yesterday and resigned from HMG. @StephenLloydEBN the previous MP resigned the LibDem whip a few years back, also over a matter of conscience. Must be the sea air!!!”
And he responded:
“Thanks Paul! I honestly think we should fete politicians who vote with their moral conscience to the rooftops – anyone who remains in Government is morally complicit in its actions.”
And finally
November is shaping up to be very busy. I was due to start it in Lisbon but the twin demands of work and threat of enforced quarantine on my return caused a postponement. Instead I’ve 5 speeches / events to run from the confines of my Home Office or that of Bees Homes Country Office and views to die for!
#Distributedworking is now becoming the norm. The housing market is awash with urban buyers looking for country idylls in which to combine home and work as a result of Covid and firms relocating and changing their working patterns. Here’s just one example from Reuters of 19th October:
“Deloitte said Saturday it would close four of its 50 offices in the UK — but staff will remain at the big four firm on work-from-home contracts.“
An updated report from thinktank New Financial notes 332 financial services firms have already moved jobs out of London because of Brexit, up from 60 last time they looked in March. It makes sobering reading but presents a huge opportunity for the agile, tenacious and knowledgeable professional.
As I will suggest in a forthcoming presentation awareness of the importance of the role of knowledge professionals is growing as firms struggle with knowledge loss due to downsizing, finding ‘stuff’ in opaque systems, collaborating effectively and facilitating virutal conversations.
It promises to be an interesting 3 months: the US Election; further global lockdowns; UK’s severing of ties with Europe; and yours truly taking on the role of CILIP President at a time of great change!
