Why stories matter for Knowledge Management: From Colombia to Iran via Portugal

Building Bridges: SDC Story Guide

A year or so back while I was in Colombia I was asked to do an interview for publication in Brasil.  It was about the role of storytelling as a effective technique for Knowledge Management and I thought I’d share (in English) some of the answers I gave then which I believe are still really relevant today. Here’s why:

Last week in Tehran as part of Stage 2 of an exciting KM project I have been invited to work on I was in a room with a dozen or so senior managers and engineers. We were trying to map a process to see where it could be enhanced / reengineered by embedding KM techniques.

There were flow diagrams, boxes and arrows.  The process (and the engineer describing it) came to life when he was invited to ‘tell us a story about what happened’. He opened up – it was as if I had given him permission to be himself and let go of ‘corporate or technology speak’. He then went onto describe what we styled ‘The Lube Oil Pump Incident’.

At the conclusion (and in the following day’s sessions) our sponsor and I encouraged everyone talking about a process to use narrative and to think of a title for their story.

It brought back two questions I was asked for the Brasilian article which I conducted while I was Managing Partner of Sparknow LLP:

Why stories? What is so special about them?

Hi Ana, thank you for this opportunity. Let me tell you why I think the use of narrative (storytelling) is a hugely powerful and insightful technique not merely for use in organizational KM.  Stories have the power to unhinge and unearth insights, experiences and emotions often hidden in the jargon and protocols of corporate world.

Sparknow’s tradition in using story in KM goes back to the late 90’s when the Founder Victoria Ward commissioned Carol Russell (a storyteller with origins in Jamaica and story roots in Ghana) to write and tell a story about the KM journey at one of the UK’s leading Banks.

Not long after ‘Corporania’ was completed and shared to much acclaim Sparknow was running a series of open sessions at the KM Europe conference held in Den Haag.  Among the attendees was a Geographer from Switzerland who had recently been asked to head up knowledge management at Swiss Agency for Development and Cooperation (SDC) in Bern.  Manuel wanted to explore story-telling tools as a way to increase knowledge transfer between the Agency and its partners, different places, and the edges of the organization and the centre; that began a 5-year joint exploration that culminated in the production of Building bridges, using narrative approaches to knowledge management still viewed by many as one of the most useful works on organizational storytelling, and tangible evidence of how effective the use of story can be in KM.

I digress. To illustrate the point a bit more clearly.  Everyone can remember their best teacher or professor and I’m sure they were good because they shared anecdotes and stories that brought a topic to life. My law teacher was brilliant at describing in a humorous way cases that illustrated the law of tort. Moreover great leaders tend to be adept at using stories to engage and communicate, its one of their core skills.  So sharing lessons, bringing strategies to life, getting messages out across the organization, getting buy in to new ways of working and perhaps most importantly hearing what people actually think and care about are all improved by the use of a story in whatever form it is told. I’ll talk more about that later.

For me a big turning point was conducting an interview as part of an inquiry on behalf of the UK Tax & Revenue.  We were asked to find a way of augmenting quantative surveys to identify among other things how clients (taxpayers) perceived them and the help they gave.  While the interviews were but 20 minutes they were constructed in such a way as to encourage the interviews to tell the stories of their experiences in seeking help.

This particular interview which ended up being called ‘tippex and the kitchen table’ helped paint a graphic picture (through the words of the interviewee) of what it felt like to be filling in a tax form which you had to keep correcting through a lack of knowledge while running your own business and bringing up two children.

How is this relevant to KM?  By playing back the interview (with permission) to a wider audience it set the backdrop for potential changes in the way the department worked with clients.

 

Stories are prone to misinterpretation. Is there the danger of that causing problems in communication? If so, how can that be prevented?

Context is key. What I takeaway from a story might be different to you because of when and where I hear or read it and what my knowledge base is.  The same though applies to every form of communication. How many times do organizations seize up because of poor email practices and verbosity? This is a real issue across continents and languages and I can recall how the knowledge transfer in an R&D function stopped purely because of a different style of email communication.

The way to reduce the potential for misunderstanding is to give people the skills, the confidence and the equipment to identify, collect and share stories. And to ensure they are targeted at the right audiences in a manner that can be understood. Here is how we’d go about tackling the issue of whom to target and what to share with them. This applies equally to a KM programme as to a piece of engagement or communications.

1 |  Develop a strategic story that explains the direction in which their organization is heading, the prizes, the pitfalls and what’s expected of them. Bring it to life through words, images, etc that can be used to explain it to everyone with an interest in your organization. This provides a context for more specific communications and discussions.

2 |  ‘Support the strategic story with a series of smaller, individual ‘stories’ – accounts of people’s experiences in parts of the organization. These smaller stories can be used to bring the strategy to life, generate enthusiasm, spark ideas, resolve dilemmas, spread thinking and initiate conversations.

3 |  Create resources and assets to enable leaders and managers to put the story to work. Deliverables could include an engagement programme or roadmap, communication materials and experiences to bring the story to life, a story database, workshop designs and agendas, toolkits, training and ad hoc advice.

‘Pause & Reflect’ session vs. an ‘After Action Review’

Pause & Reflect AgendaTonight (Thursday) I will be in Brighton on behalf of Plan Zheroes running a Pause & Reflect session with the Food Waste Collective. We are going to be taking a look at the recent event they held at Brighton University and which I wrote about a few weeks back – when a good deed is lentil shaped: why a group of Brighton based women deserve our support.

Since a previous posting about a Plan Zheroes Pause & Reflect session on a CSR Day we ran attracted some interest I decided to share with a wider audience how I go about setting them up

The agenda is time specific and requires the attendees to have thought in advance about an object or image that sums up the event for them. The other departure from the more traditional After Action Review process is that I try to get people to focus on the behaviours in others that really helped make the event work.  This appreciative inquiry technique is one I’ve found to be highly effective reflecting as it does on behaviours in a group environment.

the power of 3

I’ve always been a great believer in the principle that less is more especially when looking back at an event or decision. And I tried to get everyone I’ve mentored or coached to focus on ‘the power of 3’. Most people can remember 3 things and act on them.

Professor Victor Newman often tells a story about one of his early experiences going into an organisation and finding a lessons learned exercise came up with more than 200 ‘lessons’ which were noted down and taken away never to be acted upon.

3 ‘things’ is also a theme I apply in reverse brainstorming when getting people to consider how they can tackle ‘stuff’ that is broken.

capacity building and knowledge transfer

Tonight’s event is part of Plan Zheroes ongoing commitment to support volunteers outside of its core market. If we can equip others with basic skills and tools to improve the way they run events and interact with food donors and recipients fewer people will be facing food poverty and we will all be making better use of surplus food.

I am looking forward to the session.

‘your entire career is your exit interview’: embedding knowledge capture & retention techniques

This tweet, from this year’s KM Russia event, reminded me of an interview I had with a senior Asian banker a few years back.  Retiring, after three decades during which time he’d been pivotal in the regeneration of Asia after the crisis of 1997,  he was asked at his exit interview, ‘have you returned the stapler?‘ The sense of disappointment in his voice was palpable as he told me (I paraphrase), ‘you devote your life to an organisation and then puff, you are gone along with your sense of identity’.

It echoed a similar conversation with the former CEO of a major reinsurance group whose departure remains a source of unhappiness because his experience and network of contacts were not considered important enough to devote time and resource to by his successors who were taking the company in a new direction.

Fortunately many organisations are now making knowledge capture and retention part of the ‘way we do things around here’, recognising the need for effective processes throughout the life cycle of employees and projects. One such organisation is Her Majesty’s Revenue & Customs who employed us* to run a pilot programme capturing and exploiting corporate knowledge’ to equip senior business heads with tools and techniques they might use to capture and retain critical knowledge.

In previous posts I described the programme modules 1-3. Here I’d like to share with you modules 4 and 5.

HMRC’s Pilot Programme: : Modules 4 & 5 Analysing & Sharing

Analysing how to analyse and organise the material that has been captured
Sharing how to share the knowledge that’s been captured how to engage with your audience

Analysing (cataloguing and curating) the material captured is often overlooked, the assumption being that search will reveal all. The delegates were invited to listen to a couple of recorded interviews and consider how they might catalogue the material.

We accepted that not every piece of critical knowledge (defined previously as the knowledge HMRC would struggle without if it lost’) is likely to be recorded on voice or camera. However the process of thinking about how to catalogue material does provide a steer on the importance of structuring what you are capturing. We spend money on creating taxonomies which is another form of categorisation and cataloguing.

Here’s one example tablog 2ken from a piece of work featured in ‘making Knowledge Management work in your organisation’ (an Ark Group publication). It shows the process adopted for the creation of a Living Archive. Note the importance of the indexing or cataloguing process (in red).

blog 3And here’s the cataloguing process that is referred to above and was shared in HMRC module 4.

In Sharing (Module 5)  we looked at numerous ways of engaging with the stakeholder community previously discussed and identified in Module 2. Our aim here was to illustrate that no one size fits all and that each person or group might respond differently.

The delegates had to map the profile of the audience and then think about what might be the best method of engaging.

Blog 1Aside from examples of companies who have successfully use: Baton Passing, an Audience With, Fellows, Knowledge Markets, Dare 2 Share Fairs and Memoirs on Camera we discussed the (now discontinued) practice wherein a returning diplomat would complete a Valedictory Despatch after his or her tour of duty overseas ended.

Parting ShotsAs in previous modules the delegates were asked to consolidate their learning ‘off line’ and as a way of consolidating all the exercises were given an assignment to be working on before we reassembled for the final session.  I will conclude this series of blog posts next time and look at how we evaluated the programme.

Parting Shots by Matthew Parris

*Sparknow and Knowledge et al worked in partnership to deliver this programme.

Favourable first impressions of Iran despite ‘come back tomorrow with the fingerprint records…’

Our first contact with an official at the Iranian Consulate in Dubai in support of our application for a visa.

will we get in?

Nazim (aide de camp from the client’s Dubai office) has handed over our documents at 9am. A prominent Knowledge Management guru/practitioner and I (whose name I am omitting along with that of the client to protect confidentiality), have stopped there enroute to Tehran as there is no Iranian Embassy in the UK. We’ve been assured getting a visa would be straightforward and that the opening hours for visa applications of 8am to Noon would allow us enough time to get on the 18.45 Emirates flight from Dubai to Tehran.

IMG_1108

My hand /fingerprint

So at 7.30 am, having arrived barely 5 hours previously, we were collected and taken to Dubai CID for fingerprinting. This is not normal for either of us. It has been necessitated by the US’ imposition of such a policy for inbound Iranian visitors and as often happens in politics provoked a like for like response.  It proves to be a slightly amusing affair despite the officer in charge holding my hand a little too long for my liking while I am shown where to place my palms on the machine that is to record every detail of my hands not just fingerprints.

no insurance, no entry!

And so to the Consulate.  The official rejection is made in a manner that leaves little room for negotiation. And a new twist, we are instructed to get travel insurance.  This is in itself ironic as UK travel insurance is invalid as the UK Foreign Office issues advice warning UK citizens not to travel to Iran. So here we are being told to buy it otherwise we don’t get a visa.  Help is at hand, a colleague of Nazim’s appears from nowhere on a motor bike, collects our documents, including fingerprint records, and speeds off in the blazing sun (its by now 10.30am and 35c).

InsuranceHe returns smiling some 35 minutes later clutching a couple of policies issued by the Iran Insurance Company! Amid much backslapping off he goes having handed over our documents.  Nazim whose demeanour has changed from misery to euphoria marches up to the counter with the policy.

Come back tomorrow with the fingerprint records!

There is a problem, not all our documents were handed back. Nazim is now crestfallen. Its 11.15am, the noon deadline for visa issuance is approaching, and our records are zooming around Dubai on a motorbike. The likelihood of us getting to Tehran that evening are diminishing rapidly along with his career prospects. We have a packed four day schedule that kicks off tomorrow morning and involves many senior figures, Nazim is on the hook to deliver us to the departure gate with valid visas!

However once more ‘Insurance Man’ delivers. He is back in 15 minutes with our fingerprint documents and with much fanfare 15 minutes before cut off time all documents are submitted.  A visa is duly issued by a woman official dressed in an abaya and hijab not our first contact who is haranguing everybody attempting to submit a visa application.

Declining the tempting offer of a tour of Dubai (I put a marker down for a visit to the Burj Khalifa to watch the sunrise) we return to our temporary home the Le Meridien Hotel opposite the Dubai Creek Golf Course – its way too hot and humid to play golf – and final preparations for the packed week ahead.

Nazim tells us that they went to the Consulate to check everything the previous week and were assured all our visas were a formality. Within a week the fingerprinting and insurance requirements were added. And the official who gave the initial advice was now on holiday.

first impressions

As we begin our descent the fuselage mounted camera on the Emirates Airlines Airbus A330 shows little of the terrain but does reveal an airport some distance from the centre of Tehran, a city which we are to learn is home to some 14 million people.

Women put on cloaks and headscarfs and from now on physical contact (including the shaking of hands) in public between the opposite sexes is the exception rather than the norm.  We land in the dark at 9.50pm at Imman Khomeini International Airport, Tehran.

The airport is a solid structure; quite Easten Bloc in many respects with substantial columns and signage that pays little attention to aesthetics.The immigration hall has a low ceiling which adds to the sense of foreboding I always feel when entering a new country.

As we line up to put our luggage through a scanning machine I note the lady in front has two suitcases larger than her.  My offer to help is politely declined with a knowing look. My earlier fears prove groundless and we are out 30 minutes from touchdown having been met by a driver who instantly makes us feel welcome greeting us with ‘Asr bekheir’ (good evening).

Samand_LX_31Our’ car the Samand is ubiquitous throughout Iran and in its ‘satellite’ countries. Iran Khodro Company (IKCO) is the largest vehicle manufacturing company, having an average share of 65 percent of domestic vehicle production with annual sales in excess of 700,000 vehicles that includes a number of French names produced under licence.

As we are to discover, sanctions has served to increase the manufacturing base placing much emphasis on the need for innovation and creativity.  I am to discover that as a result the Stage-Gate Process – New Product Development methodology developed by Professor Robert Cooper is very popular (more of that in a future post) and proves an interesting touch point as I worked with them both a decade ago when helping to introduce the process into many clients.

The journey is eventful and takes 45 minutes. Driving styles mix aggression and faith. Right of way is negotiated though traffic signals are observed. The overwhelming impression is of too many vehicles: entry to the centre on certain days is dependent on your number plate.

Pedestrian right of way does not seem to exist and crossing the road is not for the faint hearted. It requires determination, cunning and luck.  Woe betide the pedestrian who deviates or stops mid way as vehicles swerve around you.

IMG_1206On arrival we receive a warm greeting from the receptionist at the Raamtin Hotel a boutique establishment with 70’s decor. The  hotel is situated on the main North – South route but is surprisingly quiet. Water runs down each side of the street from the nearby mountains that form a backdrop to the metropolis.

River by the road

 

Room 309 which also has a 70’s feel about it overlooks the tree lined road which has many pedestrians despite its steep incline. It feels European in many ways and first impressions are favourable.

capturing & exploiting corporate knowledge in HMRC: bombs, cakes and critical knowledge

The impending release of the UK Government’s Knowledge & Information Strategy has shone a spotlight on the need for all areas of government to capture, effectively manage and share the knowledge and information they create and receive…if they are to deliver a world class and publically accountable digital public service.

I wonder how many UK taxpayers associate HMRC with being at the leading edge of government practice? Yet a few months back 14 senior business people gathered for the first modules ran by Victoria Ward and I of a Civil Service Learning pilot programme* entitled capturing and exploiting corporate knowledge. 

The venue was Whitehall, London yet the delegates came from around the country and represented a wide variety of disciplines from across HMRC: VAT Directorate; Anti Money Laundering; Large Businesses Service; Corporation Tax, International and Anti-Avoidance (CTIAA); Specialist Investigations; Local Business Comliance: and Excise, Customs, Stamps & Money Services (ECSM).

in advance

We asked the delegates to:

…bring along an object. An image, document or small artifact that illustrates a memorable event with which you were involved during your last couple of years in the business. It might be a decision, a new piece of policy or a transaction.  We are going to ask you to talk about the object and use it during the exercises so please think carefully about what you might choose.

Here’s why: Objects stimulate conversations; people feel comfortable talking about them in environments where otherwise they might not open up. They reveal insights other techniques fail to unearth and so are effective as icebreakers and as triggers for more in-depth discussions on events and projects.

One of the core beliefs I’ve developed working with Sparknow is that, to be effective and valued, knowledge management has to be about helping to improve the decision making capacity of individuals, teams and organisations. Indeed it features in the opening sentence of the World Bank’s definition of KM:

…Knowledge provides insight for decision making…

So, much of early stage investigation into critical knowledge has to be around events and decisions and how knowledge has (or has not) informed them. Objects have proved to be a good way of facilitating those early dialogues and feature prominently in the work we do.

By combining timelines and objects to examine an event or decision in an Anecdote Circle we imagined this would act as a real stimulus in helping to place clarity around the concept of critical knowledge.

module one: Positioning

aims

  • understand the importance of critical knowledge to HMRC

objectives

  • able to identify critical knowledge
  • see how and why others identify and capture critical knowledge

Reassuringly people were prepared and had an object, an image or something in mind (this is often not the case). Here’s an extract from Victoria’s fieldnotes taken during the plenary debrief on the memorable objects session:

My object wasn’t that helpful, it was just a document…But it was a conversation starter, very simple very plain, a trigger… It brought a story to life and helped with focus

The Anecdote Circle helped the delegates identify the event or decision they wished to examine in more detail.

For that we invited them to use a tool, (worksheet) for conducting a more in depth (Deep Dive) type of discussion, Sparknow has christened the Narrative Grid.

Narrative Grid Worksheet

Narrative Grid Worksheet

Comments were broadly favourable and the Narrative Grid was to feature later in the programme by which time they were more attuned to its benefit and skilled in its application.

From looking at critical knowledge from an internal perspective we shifted to the external environment drawing on examples from the nuclear industry, the health industry and the regulatory industry to illustrate how they had set about identifying what critical knowledge was in their business and why they set about capturing it. A common theme running through each example, with which the HMRC delegates were able to empathise, was the need to mitigate risk especially around the departure of staff with considerable expertise and experience.

There was broad agreement that critical knowledge:

‘It’s the knowledge HMRC would struggle without if it lost’

And in working through examples the delegates were able to identify two compelling metaphors: bomb defusing and cake makingcolored_wires_bomb_cutter_3268

  • In defusing bombs the precise critical knowledge is knowing what wire to cut.
  • For recipes, it’s not just the recipe, ingredients, marinading, but how hot is my oven?

    Flower Bomb Cake by Madeline Ellis

    Flower Bomb Cake by Madeline Ellis

 

 

 

 

 

Module One ended with us providing the delegates with a set of references and reading. We also provided a link to an interview I’d conducted with Gordon Vala-Webb a promiment KM’er in Canada who was in charge of a project to capture and retain knowledge for a regulator at a time when many of its most experienced staff were about to retire and would impact them operationally. Gordon gives an eloquent explanation of how a large govenrment organisation tackled this and determined the knowledge they could least afford to lose. Here are a few snippets:

…we took a risk management approach and got each of the branches to fill in a risk assessment form as part of the annual business planning process… a high score would have resulted in the branch developing a risk mitigation plan… we provided guidance on different approaches which included videoing, interviewing, expanding procedure manuals…in some cases they kept the retiring staff on call…

…I believe if we had not had this program people would have been scrambling to keep operating…

More to follow on Modules 2 through 6 over the next few weeks.

 

*Sparknow and Knowledge et al worked in partnership to deliver this programme.