Tag Archives: Karen Macfarlane

Professionalising KM: future proofing the KM role?

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Monday, I joined Paul Byfield of European Bank for Reconstruction & Development (EBRD) to discuss the importance of standards and certification with 40 or so delegates at the first virtual ARK KM Summit facilitated by Nick Stone. I’d keynoted at an EBRD event that looked inter alia at the ISO KM standards and certification in November with Paul who is currently working to become one of the first to hold the accreditation, “Chartered Knowledge Manager”.

It’s a topic I feel passionately about having first looked at the “Evolving role of the Knowledge Manager” a decade ago, accepted an invitation in 2016 to become Knowledge & Information Management Ambassador for Chartered Institute for Libraries & Information Professionals (CILIP) and, as it positions itself to become a natural home for KM professionals, its President in 2021.

My presentation, “Professionalising KM” can be found here.

“Striving down the path to corporate legitimacy”

I’ve often used this phrase. For me it illustrates the progress being made positioning Knowledge Management as an accepted discipline in organisations. Similar horiztonal corporate functions have been through this ‘legitmisation’. Here’s two examples:

  • Personnel became Human Resources and then Talent Management. It’s industry body Chartered Institute of Personnel Development founded 1913 has become the ‘go to’ and CIPD’s qualifications are the recognised professional standard for HR and training specialists working across the UK’s public, private and charity sectors. How many businesses do you know without some form of HR function?
  • Marketing likewise has it’s own industry body Chartered Institute of Marketing (CIM) founded in 1911. It too has a career pathway for development based upon professional qualifications. Its not uncommon for the Cheif Marketing Officer to be one of the senior executive team and the role of Marketing (and Communications) to be a core corporate function.

Knowledge Management is a much newer discipline of less than 30 years and misunderstood by many.  The arrival of the ISO KM Standards 30401 was a significant milestone even if adoption is going to take time and the introduction of a globally recognised (and independent) benchmark of a person’s competence is potentially another.

Where I believe CILIP which was established in 2002 (evolving from the Library Association which dates back to 1877) have got it right is through the mapping of their Professional Knowledge & Skills Base (PKSB) to ISO 30401. Led by Karen Macfarlane formerly CILIP Chair and Head of KIM Profession (HMG Civil Service) with contributions from such KM luminaries as Patrick Lambe, it has already been adopted by a number of significant institutions such as NHS’s Health Education England for their career pathway and vocational skills development.

KM post Coivd-19

Having given a few virtual presentations in May and seen at first hand the impact a KM approach can make in a crisis situation I was interested to see how the KM community is coping and moreover how secure KM professionals feel in their roles.

At the end of Paul and my presentation we posed three questions:

  • Will you consider being assessed against the ISO KM standards?
    • Yes = 60%, No =25%, Not relevant = 15%
  • Do you think Knowledge Chartership / Fellowship will be valuable to you?
    • Yes = 80%, No = 10%, Not relevant = 10%
  • How unsure are you of your role, post lockdown?
    • Very = 5%, A little = 55%, Not at all = 45%

In discussion both he and I felt the lack of uncertainty was a positive. I wondered aloud whether 5 years ago pre standards and certification we would have got the same response to question 3. I firmly believe that people (and organisations) gravitate towards the type of order and structure that standards and certification bring.

And finally

At the end of a lively session and many good questions, it was good to hear from Paul how cathartic the process of self reflection that goes with assembling a portfolio for submission for chartership has proved for him.

 

 

why networks (and meditation) matter in a virtual world

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It’s been an effort getting back into the swing of things after a lovely Christmas spent in Cascais!  Maintaining a portfolio of activities as I have since 1999 requires a considerable amount of self motivation and a supportive network. So it was nice when ‘on cue’ a couple of my oldest friends / former colleagues (Martin, James and Victoria) got in touch to arrange catch up sessions and Tony Melendez of Saudi Aramco posted a picture (see below) of the 50 copies of The KM Cookbook his KM Team ordered for the management of the world’s largest oil company.

Importance of reflecting

Over the past few months I’ve been full on helping my fellow partners at Bees Homes LLP run our annual ‘Pride of Eastbourne’ campaign. It culminated in the donation of 5 hampers to deserving people/causes prior to Christmas. Apart from managing the logistics of the campaign and mobilising mayoral resource, there is also the media and a “pause & reflect” to run so that, following good KM practice, lessons are transferred back into process for the next campaign. Taking the time out to reflect on any campaign, event or project is essential irrespective of size and number of stakeholders.  Our session which included debriefing with the Chamber of Commerce yielded a number of learning’s that would not have surfaced if we’d have not met face to face. It enabled us to also reflect on why the campaign was a success. These were deemed critical success factors:

  • Clarity of roles / absence of hierarchy;
  • Clarity over timings / regular updates;
  • Willingness of everyone to pitch in; and
  • Clarity over budget.

And this is what the local paper (The Eastbourne Herald) printed:

 

President Elect (CILIP)

Some of you will be aware that on January 1st I was appointed President Elect of CILIP having been nominated by my good friend (former Chair and fellow BSI KM Standards Committee member) Karen Macfarlane. It took a few months to come to closure as for the first time I will be in a figurehead role devoid of executive authority.  Here’s why I said yes:

“In 2017 in ‘Navigating the Minefield: A Practical KM Companion’ I noted inter alia that to achieve corporate legitimacy, KM professionals would benefit from the introduction of a set of universal standards plus recognised practitioner led accreditation. I was pleased to have been a member of the BSI Committee that contributed to the development and publication of the ISO KM Standards 30401 and the CILIP project board overseeing the development of the Knowledge Management Chartership accreditation.  

I am delighted to be appointed as President Elect CILIP as it allows me to remain close to and promote the ongoing development of a global practitioner led KM Chartership and Fellowship while expanding CILIP’s global reach.”

Knowledge Matchmaking

My wife Ana was at a charity event recently where she bid for and won a morning’s session with someone ‘Calmer Self‘ who helps:

…busy, successful people who are struggling to find moments of calm in their day to day lives…

Ana gifted it to me so two weeks ago I spent a ‘morning on the couch’ much of it in a state of meditation. I found it insightful and thought provoking. Among a number of observations handed to me were:

…when you offer advice and help to others it’s ok to truly let it go and to know that it is ok for them to do what they want with what you have given them… that it is perfectly acceptable to protect yourself from people that take too much from you energetically.

This resonated in respect of my previous writings on Knowledge Matchmaking. Perhaps this is the missing #10 on my list?

KM Cookbook

Nick Poole CEO, CILIP  (who own the publisher Facet) told me a few weeks before Christmas that the book is now well on the way to being their best seller (in 4 months) which is great news. And that was before this bulk order from Saudi Aramco.

What’s been particularly pleasing are the reviews, the highly respected Portuguese KM’er Ana Neves said:

“The authors’ combined experience permeates every page: it is in the book’s concept and structure, in the useful artefacts they developed (like the KM Chef’s Canvas, for instance), and in the way they expertly led and made sense of the interviews to then compose the 16 core chapters of the book – the KM approaches taken by different organisations.”

My coauthors and I have been delighted too at the wilingness of people to send photos of their copy in some amazing venues to contribute to the ‘Chelfies’ Gallery.  How many of the faces do you recognise?

Forthcoming Q1 ‘Gigs’

My aim over the coming year is to build on the success of the KM Cookbook and specifically draw on the KM Canvas to help organisations review existing programmes, build a new one or prepare for a future KM Audit against ISO 30401.

Chris Collison and I are booked for an event at the EU soon and I will be helping the good folks at NetIKX at the end of January to consider: Virtual working and learning: is it working for you?

In March I will be running sessions at the annual KM Summit, a K&IM Professional Development Day and AGM (a CILIP event) plus addressing a group of award winning entrepreneurs in Brighton on the importance of Knowledge Management to SME’s.

And finally

2020 is here. I’d already mentally devoted the bulk of it to helping Bees Homes and Coastway Financial expand and take a step back from KM Consulting other than associated with KM Cookbook. A recent email from an organisation to me (among others) with a Request for a Proposal (RFP) convinced me of the veracity of the decision. Dated 19th December the email asked for a written response to be on the desk of the Procurement Team by mail on Sunday 22nd December.  And it gave 17th December as the last date for submission of questions of clarification. Having spoken to like minded people I trust I immediately contacted Procurement to ask if they’d had no luck with an earlier mailing to prospective consultants or whether this was a mistake.  I received no formal acknowledgement but I and others got an email within 4 hours saying:

“… received various requests for the extension from our potential bodies and the Consultant Selection Panel members for this assignment came to the consensus to provide the extension for the submission date…”

How can Knowledge Management possibly thrive in an environment where the conduct of an audit of work done is a ‘tick box’ exercise aimed at justifying spend?  Life’s too short!!!!