Tag Archives: patrick lambe

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.

 

 

Knowledge but not as we know it: “looking at business through a microscope and telescope”

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Many moons ago before the introduction of GDPR I used to provide a semi annual update of my activities to people who said they were interested in what I was up to. With the requirement to get permissions from the recipients and a book to help complete those updates went to the back of the queue. Over the last few months though much has happened so here are a few reflections.

SmartWorking Summit

It’s Mid October and I’m back in Docklands to attend Quora’s Autumn Smart Working Summit. With attendees focused on work place environments and effective working practices (including genuine diversity) it picked up on a theme I’d heard recently at many Sussex business sessions namely how to manage mental health in the workplace.

It seems that many of us are not happy with our working environment (people get distracted every 3 minutes in an office apparantly) or indeed our managers.  And since the young are seemingly ill disposed to stay more than 2 years with any employer the traditional social contract between employer and employee is undergoing a massive shift.

Many of the speakers and contributors from the floor talked about “3rd place working” and the need to curate good environments both physical and virtual.  Many bemoaned the use of corporate safaris to see how others set out their space and over lunch a few of us debated the value of floor, meeting or community hosts to facilitate working in hub environments.

Does this matter? Yes!  Workplace productivity is down 9% in the last decade in the UK and compares unfavourably with the rest of the world. In a report released in January 2019 by employee engagement organisation Engaging Works the UK ranks 10th in the world for workplace happiness. They note:

“What is perhaps most striking is that eight of the countries which sit ahead of the UK in 10th place also sit above the UK for productivity, where the UK is a global laggard.

From a knowledge sharing perspective this is important. People are more likely to share if they feel engaged and supported yet few I spoke to involved in the design of office environments had knowledge sharing as a critical success factor when designing space. Neil Usher’s excellent Elemental Workplace came to mind at this point.

Selling your business

I had the great pleasure of attending a Masterclass run by BCMS at a rural location in Kent last week. A boutique M&A house they assembled a group of owner businesses to share tips on the process. It was slick and impressive.

A few stats stood out:

  • Few companies sell to competitors.
  • You need to talk to (interact) with at least 200 potential buyers.
  • Traditional valuation methods (DCF / NPV) are a thing of the past, sell based on a mulitple of future earnings as an acquired or merged business.

Underpinning their model is a dedicated research group who maintain what Founding Director Dave Rebbettes described as a massive M&A database. It took me back 25 years to my Corporate Finance days when using search I helped create a knowledge base to tell us what ‘we’ knew about a business, their people and the markets they operated in.

The word “Curate” was used a couple of times to describe how data is assembled but not in the context of managing knowledge. Once again I was left pondering why as I did last year when I wrote: “If so few Mergers & Acquisitions are successful why is Knowledge Management so often ignored?”.

Post coffee (and chocolate) we were treated to a presentation by Green & Black’s Co Founder Jo Fairley. Jo charted their journey from 1991 when they set the business up in their lounge, disposing of large stake to an investment group, being acquired by Cadbury’s, then Kraft and onto the current owners Mondalez.

Jo highlighted how post acquisition by Cadbury’s in 2005 the company suffered a loss of knowledge exacerbated by Kraft’s takeover of Cadbury’s.  Interestingly Arthur Shelley who was then CKO of Cadbury’s spoke about a similar issue when we interviewed him for “Navigating the Minefield: A Practical KM Companion”.

Recognising the importance of not losing the DNA of the brand, Mondalez have hired Jo as part of an induction process to illustrate the ethical (Fairtrade) historical legacy of the brand for new employees.

I ticked off some key points Jo made in response to a question about 3 things they got right. I was delighted these match Bees Homes top 3 aspirations:

  • Great product and branding
  • Great customer service
  • Capture the testimonials

To which I would add, “Create Brand (chocolate) Ambassadors” to ensure there is conscience in the brand.

Recognition & Awards

In a recent personal reflection the widely respected Euan Semple noted:

… the stress of working with different businesses all the time is getting to me…  So what to do? I don’t feel inclined to start marketing myself for the consulting and speaking. I never really did. I wrote stuff, people read it, and work came in. I am not even really sure why this has changed. But I am not sorry.

The outpouring of suportive comments on Facebook and LinkedIn must have been rewarding to Euan for ‘putting it out there”. Why does it take something like that though for people to acknowledge and recognise contributions made by others? As many of you will know since 2012 I’ve included a section on my site Who I admire (and why). In it I recognise people I’ve worked alongside who’ve shaped the way I think and act.

In August I wrote about Dr Gada Kadoda from Khartoum who helped found the Sudanese Knowledge Society.  I was delighted the BBC recently recognised her as one of the “top 100 women of 2019 for her work in rural communities.”

Continuing the recognition theme Bees Homes, one of the businesses I helped set up and run, has since inception led an annual Pride of Eastbourne” campaign at Christmas.

We encourage people to nominate those they feel deserve recognition for the good they’ve done for others. The winners, chosen by the Mayor and Chamber of Commerce members, each receive a Sussex Hamper which the nominator presents.

While on the subject of awards I was humbled to receive this email a few months back from the Walford Prize judging panel. The award is given each year to a person deemed to have made a significant contribution to the field of Knowledge & Information Management:

The judging panel were most impressed by your energy and enthusiasm and complete commitment to spreading the word about knowledge and information management not only in the UK but worldwide.

I pick up the award alongside KM luminaries Patrick Lambe and Nick Milton (winners of the best book for their Knowledge Manager’s Handbook) at a ceremony next week.

And finally

I wanted to share my response to Euan since it reflects where I am today after 20 years running a portfolio of activities:

Euan Semple you and I have talked before about having a portfolio of activities where a thin red line or thread connects everything you do. I know many people who’ve taken a jump from the security of a “day job” to being in what today is known as the gig economy. And in the majority of cases they are more fulfilled emotionally if less financially enriched. I’ve watched your journey from corporate to ‘consultant’ to ‘traveller’ with admiration. I’ve always believed that people are judged by the stories others tell about them. You’ve spawned many. Keep travelling!

On the subject of travelling I will end this update with something Jo Fairley said about how to run a successful business.

Look at the business through a microscope and a telescope!

Now off to do just that!

Stand up KM: reflections on Asian conferences, masterclasses & Chinese Bullfrogs

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It’s been a while!  But as those who look at my postings elsewhere will know I’ve been fully occupied with the launch of The KM Cookbook which ‘hit the stands’ last Friday.

A few month’s back I was in Asia (KL and HK – before events took a turn for the worse) and asked to write my reflections for Information Professional.  What follows is the full version of the truncated article that appears in the July / August edition.

Flying, food and fun!

Bottom: the author at dinner with Rupert Lescott (Dubai), John Hovell (Washington) and Janice Record (Hong Kong); top left, Patrick Lambe in action; and top right, Stand Up KM.

Q) What do these photos have in common? A) They were all taken at places I’ve been in the last few months sharing stories from the KM Cookbook.

From London to Lisbon, Kuala Lumpur to Hong Kong, people and organisations are actively engaged in knowledge management related activities.

And at each of the events there were a few stand out moments / presentations. Here’s a focus on Asia.

Asian adventures

In Kuala Lumpur for a Masterclass (my 4th) at the International Islamic University of Malaysia I was looking forward to teaming up with Straits Knowledge and Patrick Lambe. As organisers of the KM Exchange in KL they had assembled a large crowd from across South East Asia for a share and learn day which I had the pleasure of kicking off.

This Peer Assist technique stood out:

  • A session with a panel (I was a member) judging the most innovative solution to a set of “KM Challenges’ posed by pre-selected members of the audience (one was a regulatory organisation).

Some of the delegates working through the “before, during and after” of a KM Audit

The following day’s Masterclass on the KM Cookbook and ISO 30401 was a delight once I’d shifted location and rearranged the furniture to create the collaborative workspace environment an interactive event needs.

The “Are you audit ready?” session was lively with those delegates from a regulatory / quality background particularly prominent and willing to help the group come up with a set of ground rules to prepare for a potential future KM Standards audit.

So, to Hong Kong (officially the Hong Kong Special Administrative Region) for another Masterclass (run jointly with Eric Hunter and hosted by Janice Record Director of Knowledge at DLA Piper) and two sessions at the KM Asia event.

KM Asia was less well attended than KM Exchange. At one point, I was wondering if there were going to be more speakers than delegates, reflecting an apparent disinterest in the term KM. There were few local presentations and limited audience interaction.

Its Day Two, I am leading a mid-morning session on ISO KM Standards 30401 following presentations by Patrick Lambe, Hank Malik and I. I invite the audience to stand up and then find someone they’ve not met. We all continue to stand up for the rest of the 30-minute session hence Patrick’s description of it as “Stand Up KM.”

I penned this tweet as I left Hong Kong for London:

“Great way to end what has been a fascinating couple of weeks in Asia: Breakfast with Larry Campbell. While Knowledge Management as a title is not de rigueur in HK it was nice to note the activity is still very much alive in the way organisations use data, precedent and knowledge of their people.”

The working out Loud dilemma

It was notable that though presenters talked about “Working out Loud”, very few shared their reflections publicly and even fewer used Twitter. I’ve written much on this in the past. It’s a challenge working cross borders and culture to find a mechanism that works for all.

In the flippant “Stand Up KM” paragraph I noted how it’s Day Two before the delegates are encouraged to fully participate.   And that only worked when I encouraged people to change seats and wandered around the audience with a microphone inviting them to pass it onto others.

And finally – moments of laughter (eventually)

For many years when travelling east I like to get away from it all. Often it’s at Silvermine Bay on Lantau Island Hong Kong. 30-minutes from the airport it’s a world away from the bustle of Central but 40 minutes by fast ferry.

I arrived from KL early Saturday evening, took an early snack to get a peaceful night ahead of a busy week. As darkness fell I switched of the AC and opened the windows to let the sea breeze in. A mistake!

Picture by https://www.flickr.com/people/63048706@N06

There was a deafening sound rather like whales calling each other outside the window.

My curiosity stirred, I dressed and went in search of the source. I traced the noise to the drains and water courses that run into the sea.

The culprit, Giant Chinese Bullfrogs seeking a mate! Note to self: don’t go to a beach hotel in Silvermine in April!

 

 

Knowledge et al: view from 46K

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I write this at Dubai airport. I left a very fractured and troubled nation that is the UK, torn apart by a futile attempt to sustain the unsustainable (maintain unity in the largest party in our parliament).
Without pinning my political colours to the mast I must confess I despair at the majority decision to abandon a group that has been in part responsible for peace in Europe these last 75 years. The rush towards right wing nationalism across the globe is in no one’s long term interest and terrifies me as does the bellicose rhetoric that passes for debate.
It’s a good time to reflect on what’s gone and what’s to come.

Knowledge Management: the future

I was interested to see James Robertson and his team at Step Two in Australia post this week that “Knowledge management isn’t dead, it’s more important than ever!” and describe a number of assignments they’ve done at the practical end of KM.  That they (an excellent Digital Workplace and Intranet focused group) should highlight the importance of their KM practice feels significant.

Knowledge Management (KM) has been around for over 20 years as a set of tools and methods for connecting, collecting and creating knowledge. Lots has been written, and there are tens of thousands of practitioners out there—in-company specialists and consultants. Unlike Lean, Agile and other business improvement methodologies, KM has never had a single agreed set of tools, or a commercial accreditation or standard.

ISO KM Standard

In many ways, the arrival of an internationally agreed standard and vocabulary, imbues fresh professional credibility to the field of Knowledge Management. It provides knowledge managers with a ‘brand-new kitchen’, and a moment during which they can pause for a moment and consider the service that they provide to their organisations. I sat on the UK’s BSI KM Standards Committee one of the international bodies that provided input to ISO as the KM Standards were developed and ultimately published in Q3 2018. I said at the start and still believe
“The arrival of the ISO KM Standards (albeit that adherence is voluntary) provides a framework against which KM Programs can be viewed. An independently assessed external accreditation is another key component of the KM practitioner’s path to corporate legitimacy.”

KM Cookbook

The KM Cookbook written by Chris Collison, Patricia Eng and I serves up a menu of success stories and strategies for organizations wanting to know more about Knowledge Management Standard ISO30401 – whether they intend to pursue certification, or simply seek to use it as a framework to review their existing programme and strategy.
In writing this book, we want to catch the excitement of the arrival of this ‘new kitchen’ and to demonstrate how the arrival of the ISO Knowledge Management System Standard (ISO 30401) provides so much more than a moment to certify a level of consistency in practice.
It provides a moment to re-evaluate, to return to first principles, and to learn from others. Imagine you had the opportunity, not just to enjoy a new, well-equipped and fully inspected kitchen – but also the chance to sit down with KM ‘chefs’ from around the world, across different industry sectors and listen to their stories.
That’s exactly what we have set out to do with the KM Cookbook.

Chartered Knowledge Manager Accreditation

Concurrently in my role as Knowledge & Information Management Ambassodor for CILIP I have been assisting them with the development of what we hope will become a globally recognised accreditation for Knowledge Managers. The first cohort of two dozen has being signed up and they are going through a process of submitting a KM portfolio of work for assessment in anticipation of the award of a Chartership in Knowledge Management.

Assignments, Masterclasses & Speeches

I am Asia bound to give the opening address at a Knowledge Exchange Roundtable event at Securities Commission in Kuala Lumpur and then to run a Masterclass (my 4th) at the International Islamic University of Malaysia
The next stop is then Hong Kong for another Masterclass this time with my good friend Eric Hunter followed by presentations / panel sessions at KM Asia 2019.with Patrick Lambe, Hank Malik on the ISO standard and Bruce Boyes, Rajesh Dhillon, John Hovell and Bill Kaplan on KM Accreditation.
At all these events I will be drawing on the soon to be published “KMCookbook: Stories and Strategies for organisations exploring Knowledge Management ISO Standard 30401” as well as the latest developments in the KM Chartership Accreditation.
Then it’s back to the UK for the Thomson Reuters Practical Law event where I will be running a session and speaking, then a co session with Victoria Ward (more of her in a minute) at the UK KM Summit followed by a trip to Lisbon for the launch of the KM Cookbook in Lisbon in early June at one of my favourite events, SocialNow.

2018: a varied and stimulating year

Looking back to 2018 I had the great pleasure of working alongside Victoria Ward (formerly of Spaknow) on a really interesting KM assignment for a global manufacturingl company. Involving the embedded of KM practices into an organisation undergoing rapid transformation it was challenging and stimulating in equal measure and the use of effective visualisation, personae and archetypes key to delivering on our mandate.

As if the above and researching, interviewing and coauthoring the KM Cookbook wasn’t enough I also managed to fit in a couple of Masterclasses in London and Stockholm around the soft skills (the critical 8 ‘ates) of the Knowledge Manager and deliver a few keynotes in Italy and Sweden.
Back in the UK it was the 2nd year of operations for the two businesses I helped establish and run, award winning Bees Homes  and Coastway Financial. Today is the end of both companies financial years so it’s great to report we are on target to where we wanted to be. 
Despite all the uncertainty, Brexit is proving less of a challenge as there is a move from vendors towards the type of quality service we are offering. A key statistic for us is “Property Views” online and it’s great to be able to report we are currently #1 in our region.
Transparency and trust are important values so we are running “How to sell your property in a post Brexit world” on April 16th at Eastbourne’s swankiest new boutique hotel to share some of the techniques we apply to dress a property to its optimum potential.

In the Community

Our initiative to help with the transformation of our town continues on a couple of fronts. The Urban Art idea has gathered momentum and support from the Municipalities CEO and I am helping him and the regeneration team to attract conferences to the town.

And finally

46k is my preferred seat on the Emirates A380 (and the Boeing 777). Check out Seat Guru.com to see why!

Snapchat, the problem with Google Books and the rise of the Curator (Unicorn)

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Indulge me a little. Earlier last week while prepping for a forthcoming trip to Asia I read a post The problem with snapchat from a US student Allie Link who described why she’d abandoned it. This phrase stood out:

Snapchat was not meant to take the place of picking up the phone and calling somebody when you want to have a deep conversation.

My research was prompted by a comment from a friend who following lunch with her grandchildren observed:

Facebook was invented by college students for college students, but today’s students don’t use FB.

She could have said, instead they use Instagram, Snapchat & WhatsApp. I would have added (as a result of experiences studying / researching in a University library) that they also have lost much of the art of human interaction of the sort needed for conversation.

I fear we are creating a Soundbite Society, one that is attracted by the headline but unwilling to read the article beneath. We take things at face value rather than ask the awkward supplementary question. Everything is reduced to concise phrases (or 140 characters in the case of Twitter), where celebrity is acquired from social media activity not earned thru expertise or deed.

the lure of technology

Which brings me to my core theme here: are we being seduced by the lure of technology to act as the guardian of our organisational knowledge and as a result oblivious to what’s happening behind the firewall?

I see the workforce struggling to keep pace with the array of gadgets and apps being thrown at them as we rush to provide a fully integrated Digital Workplace. Tags and taxonomies have never been sexy but are still vital to find ‘stuff’. Too often people are asking:

where did I have that conversation?

and unable to locate what was said.

From conversations I’ve had recently with Darron Chapman, David Gurteen and Martin White I am increasingly coming to the view that the shift to ape applications used in a social environment in the office is not going to meet the high expectation levels being set. While organisations try to give their workers access to organisational knowledge and information, ‘anytime, any place, any device’, I am still to be convinced that conversations captured on the likes of Workplace, Yammer, Slack, WhatsApp will end up assembled in a navigable and useful manner.

If organisations, with a policy of filling vacancies from within, have the talent they need in house and are able to find it via intelligent expertise systems then why retain external placement organisations? That they do suggests reality does not reflect the hype.

the challenge of asking the right question right!

Another area where the cracks are appearing is through the widespread use of the Virtual Assistant (VA). We are at a crossroads: to be really effective the VA needs to be able to interpret the question being asked (often not in the native language of the enquirer). But the enquirer does not know how to ask the question in a way that helps the machine to learn.

I see this when I use Google Translate (which with an improved algorithm in place is very good). It does not yet recognise the style I use when asking a question which I want translated into another language.

Here’s what I mean. Earlier this month I was in Lisbon. My Mother in Law offered to cook me dinner but as I was out for the evening with clients and left very early that morning I wrote her a note (imperfect as it turned out). I typed in “I am out for the day. No dinner tonight thank you.” The translation ended up as ‘sem jantar a noite obrigada” which in fact was interpreted as the reverse so a sumptuous meal of Carne de porco a alentejana was served. Imagine my shock at turning up at 11.15 to find a table of food and guests!

the problem with Google Books and CRM ‘lite’ operations

Back in Q1 I ran a survey and awarded prizes (of my co-authored book when available) to 3 lucky winners. One asked if I might send it electronically which I was happy to do.  So in July I bought a copy on Google Play Books. The recipient’s email was a Google one so a redemption code was sent to him.

Unfortunately after 3 attempts (in different countries)  he was unable to redeem the code and access the book. I use the chat facility and discover after an hour that an electronic book can only be downloaded in the country in which it was bought and moreover the purchaser cannot download it themselves. Here’s the issue: I had to go back and forth and each time I had to explain the situation again; the information I was originally given proved wrong.  If the most sophisticated search organisation can’t get it right with it’s CRM system what hope for the rest?

the rise of the organisational Curator in fragmented workplaces

Which leads me onto one of the disciplines I believe will grown in importance.

In a previous post I referred to the deluge of “Fake News” we are all subjected to in personal and professional situations. It’s not about the volume it’s more about the veracity of what people see that’s the issue now.

People in organisations want trusted content on their desk top. At issue is whether that can be provided automatically devoid of human intervention. I continue to argue that the curation of critical knowledge is an art form requiring an understanding of the DNA and way of working / rituals of an organisation. These are the nuances that I’ve yet to see any technology master.

So if my assumptions are right then far from becoming defunct the Knowledge & Information Professional’s role will become more important. To recap this is what I suggested #7 Curate of the 8 ‘ates would be:

Curate: So much of what passes for Knowledge Management is about creating and storing content and making it available for reuse. It’s more than the role formerly undertaken by Information Professionals and Librarians, here we are talking about being a custodian of organisational knowledge and organisational knowledge bases.

Am I right? I met Darron Chapman who runs a successful placement and recruitment business that focuses on this market. I asked him, “what skills and talents clients are looking for?” “Clients want Unicorns” he said. “They are increasingly looking to place them in global locations close to operational units. He cited places as diverse as Hong Kong, Lisbon, Madrid and Warsaw.  The skills have to be both technological as well as soft and there are very few people who meet those critieria. And if you want more on this it is a topic I will be discussing in much more detail during my trip to Asia next month and Martin White will be focusing on the challenges of expertise systems in Aarhus at Janus Boye’s event.

and finally

3 cities; 3 Masterclasses; 3 presentations and a closing facilitation session at KM Asia to look forward to from November 13th to 24th..

I’ve been experimenting with an interesting technology Biteable which proved really effective in creating a brief 1 minute video to advertise the 3 Masterclasses. Check out the results and let me know what you think.  Its a case of recognising that pictures with few words seem to get the interest of people overwhelmed by a deluge of offers.

I would like to give thanks to the following people who made the Asian “Adventure” happen:

Les Hales, President HKKMS

Zabeda Abdul Hamid, Asst. Prof. Deputy Director Graduate School of Management IIUM-CRESCENT International Islamic University Malaysia

Patrick Lambe, Author & Founder, Straits Knowledge, Singapore

Murni Shariff, Head Corporate Services, Malaysian Gas Association

Chung Yin Min, Knowledge Management Consultant, Innovation and Service Excellence PETRONAS, Malaysia

Janice Record, Head of International Knowledge & Insight DLA Piper, Hong Kong