Going back in time: the value of “Paying it Forward”

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!

In lieu of a Presidential Library

When I set out on my Presidential journey last January it was in the expectation I would get to meet a cross section of the membership at the annual conference as well as regional events. As it turned out ‘my year’ was almost exclusively virtual. The upside: I got to meet a number of international members and speak at international events. The downside: I didn’t get to visit other parts of the UK to see first hand the important role libraries play in the community.

I’d spent much of the previous 3 years promoting the idea of an independent accreditation for the Knowledge & Information Management professional, so I had high hopes that KM Chartership / Fellowship along with the recently released ISO KM Standards might come to prominence during my term of office.

As the global community was attempting to get to grips with restrictions caused by and the aftermath of the pandemic I was intrigued: What will the new normal look like?; will work be a hybrid of virtual and in person?; will it revert to being location specific?; and will the communal spirit endure? I hypothesised that in 2021,

I am convinced that those who succeed will be agile, collaborative, tenacious, excellent facilitators and a trusted resource, good at curation.

How accurate was this hypothesis?

Presidential Musings

One of the initatives I introduced was “Presidential Musings. I invited a variety of prominent industry figures to examine some of the questions I’d raised. These were captured in CILIP’s flagship publication Information Professional and can be accessed below.

We started with the ISO KM Standard and it’s likely take up. We then looked at the rapid growth in digital publishing and it’s potential impact on Libraries. Following on, we examined the impact of onboarding new employees in a virtual world. We looked back to look forward in assessing the role of Libraries over 100 years. We tracked the journey of a senior University Librarian who changed roles and continents. We debated (and captured thoughts on) distributed working and its impact on urban centres. We rounded off with a look at the role Knowledge & Information Professionals played in helping to run a successful Olympics during the pandemic.

As I look back at each article I am extremely grateful to everyone who gave of their time and knowledge. I hope you find them as enjoyable to read as I did to research and write.

Bibliography

Acknowledgements (in alphabetical order)

Carol Aldridge, Rob Cottrill, Patricia Eng, James Macfarlane, Chris Payne, James Robertson, Luis Suarez, Kate Thompson and Neil Usher

How to end the day with a satisfied feeling

Isabel De Clerq and I have never formally met though, like many, we are virtually connected. So. it was with great pleasure / anticipation when this little green book, with a nice note from Isabel inside the front cover, landed on my doormat a few weeks back.

This is a book you will not want to put down. As one page merges into another, the dog eared pages multiply and whomever is in the vicinity hears “listen to this, we do that..”, accompanied by nodding. I knew I was going to enjoy “Hybrid Work: A manifesto” as the opening paragraph is set in Isabel’s kitchen and my good friend Luis Suarez‘s thoughts on #distributedworking are referenced early in the book.

I promised Isabel (who has a love of Portugal) I would read it overlooking the Rio Tejo.

New Year’s Day by The Rio Tejo

It’s a book that spawns ideas. Here are some of my reflections.

What complements my thinking?

  • Meetings: Isabel places great emphasis on meeting preparation and conduct. A few decades back I was Business & Strategy Advisor to a fledgling dotcom business Sopheon. Globally acquisitive, with offices in Amsterdam, Maastricht, Minneapolis, Denver and Guildford, we added to the portfolio of companies by acquiring a software business in Frankfurt. It became rapidly apparant that work was needed to get everyone on the same page especially when holding meetings. We drew up a code of conduct “Meetings Matter” around preparation, attendees – roles and purpose and proposed outcomes. It worked and I use it for all client meetings.
  • Connection between people and organisation: This stood out

The presence of that greater good; the knowledge that your contribution matters; a match between your values and those of the organisation; and the fact that you can develop yourself through your work, these four elements ensure a strong connection. A connection that goes further than an office building with a trendy lounge and a matching coffee corner.

Unanswered questions?

  • In Suggestion 4 – “The office as a vibrant hub” – Isabel casts doubt on its future role and that of the ubiquitous coffee corner unless underpinned by a deeper connection between people. While I totally agree with the importance of a collaborative and supportive culture (see my most recent blog Simple steps), as Gillian Tett wrote in an excellent article in The Guardian last year quoting from a study on performance of virtual vs in person co-located trading teams:
    • “in-person teams had more incidental information exchange and sense-making, and at times of stress this seemed doubly important.”
  • In “Suggestion 7” Isabel dares to dream. “I dream of an organisation where knowledge workers end the day with a satisfied feeling.” The term “knowledge workers” has never sat comfortably with me since I heard it back in 1994! To some extent we are all knowledge workers not merely those tasked with white as opposed to blue collar tasks. Tradespeople who use their hands also draw on knowledge. Likewise farmers, who might equally be termed agricultural engineers, often develop a sixth sense of weather and growing patterns based on knowledge. Where, if at all, does the term knowledge worker start and finish?

What are my takeaways?

  • Importance of neutral space and focus time: a few years back in advance of a masterclasses with Martin White on Managing Virtual Teams we ran a survey that asked contributors where they had their best ideas and conversations and where they worked best. The overwhelming response was “Not in the office”, universally they noted the importance of a space that was not home! In my 3rd CILIP Presidential Debate (Shift happens – the future office / library in a connected world) the premise was that “In the future, rather than being fixed in one place with a single purpose, people will move seamlessly between different contexts – home, work, college, community – at a time and place that suits them, enabled by always-on smart devices.” The conclusion, that people wherever they are working still need some neutral (decompression) space.
  • It’s ok to clarify: – “I heard you to say and understood you to mean” is a phrase I’ve often deployed with organisations with a polyglot of nationalities where English is a second language. It is especially important in hybrid work where the propensity for miscommunication is great. I advise every team I work with to develop a practice that encourages clarification.
  • Virtual peripheral vision: When I am giving an in person speech or masterclass I can guage the audience’s response and if need be to focus more on areas of uncertainty. I’ve not yet honed my virtual peripheral vision so build in more “I heard you to say” time to understand what landed.
  • From 90 to 60 minutes per session: Hybrid work is tiring and as Isabel suggests it is most effective when everyone adopts the same mode of communication rather than having virtual outliers. I try and build breaks every 60 minutes when working virtually rather than the traditional 90 minutes blocks I use when conducting in person sessions.
  • People who ‘wing it’ tend to get exposed in a Hybrid Work environment so preparation is one of the critical success factors!

And finally

Hybrid (Distributed) Work is undoubtedy the way to go – it’s revolutionised the way we interact with each other. Imagine how without it we would have coped with the effects of the pandemic. Our challenge now; how to retain the human characteristics that differentiate us from AI powered machines and create environments that allow everyone to prosper not merely those with access to technology?

Isabel’s lovely little book poses many questions as well as answers, it gets you searching for your own solutions. I commend it to you!

Dad are you really a spy?

Undertaking international assignments

Many years ago Nicola, my daughter, asked this question. I spent at least 3 months of the year going to places that would not feature on any list of recommended travel destinations. And when I came back much of what I would discuss was somehow from another world. She was mystified (and probably still is) which is one reason I started recording my adventures and writing books.

I’ve learned much about people, places and culture to the point where I have more friends outside of the UK than in it. Someone asked me how many countires I’d visited – while not yet in three figures the number is not far off.

During a 40+ career I’ve managed countless assignments while pursuing a portfolio of activities and dealt with many clients while I was a banker plying my trade in the Middle East.

So, I was delighted when, on assuming office as CILIP President, I received a request from one of their special interest groups, International Libraries & Information Group, to give a talk to them about working internationally.

They very kindly recorded the event for posterity and here it is:

When the light flickers

It’s been a tough 12 months as we’ve all come to terms with isolated living. For many it’s seen personal relationships flourish while more have witnessed them collapse.

Help yourself in order to help others

A few weeks back on LinkedIn I put up a post “Put your oxygen mask on before helping others...” which attracted a lot of comment. I’d written it after a conversation with a friend who is a very perceptive relationship therapist. She and I had talked about the effect of Lockdown Fatigue and I was drawn to a comment she made:

“…we’re missing out on the life-affirming impact of seeing our value reflected back at us through the eyes of our friends, family, work colleagues and clients.”

What followed via LinkedIn chat was a very thought provoking discussion about #distributedworking and the need to develop some form of virtual peripheral vision.

Luis Suarez who many of you will know commented:

Yes, there is no substitute for the F2F interactions. We would always need them. After all, we are social creatures who crave for a strong sense of belonging and bonding, but through ESNs we’ve definitely being able to augment a different kind of interaction, just as powerful: conversations.

eating scraps from bins in Austria

These conversations came back to me as I heard the sad news this week of the passing of Lotti Henley one the people I featured in the ‘most admired’ section of my site. Here’s what the Mayor of London said about her a few years back:

‘…an 86 year old war hero; an Austrian aristocrat who was forced to eat scraps of food from bins to survive during the Second World War...She says her lasting memory of hunger is the motivation behind her new campaign, Plan Zheroes, which aims to link up hundreds of shops, supermarkets and other food outlets across the capital with local charities in need of free food.’

Lotti was a person who made it difficult to say no to, a truly unique person.

Here’s a moving montage of her life in pictures put together by her grandson.

Inspiring stories

I’ve spent much of the last couple of months balancing commitments. People often talk about work / life balances; for me the boundaries have become so fuzzy over the last few years as I’ve got older and have the ability to make a choice of where to spend my time.

I regularly get asked at dinners (when we were able to attend) haven’t you retired yet? What this year has taught me at least is to devote time and energy to those who don’t drain you of it!

Which is why I’ve found the “in conversation with…” sessions I’ve been conducting each week with a member of CILIP so rewarding. I hope to do some of the stories justice in a couple of month’s time when I host the 2nd Presidential Debate alongside award winning journalist and best selling author Kate Thompson.

And finally

I was delighted to have been invited to be the launch ‘act’ for the KM Lobby a program of Pioneer Knowledge Services hosted by Ginetta Gueli, Monica Danese-Perrin, and Edwin K. Morris M.S. We spoke at length about the importance of KM Chartership and Standards. It was a fun 45 minutes which is available here