The importance (or not) of affirmation

Culture, etiquette, manners, rituals call it what you want. Functioning society thrives when people know and abide by a set of norms in the way they behave and interact with others.

I’ve previously suggested that the English thrive on ambiguity, a character trait that can prove hugely challenging to expatriates trying to comprehend what has (or has not) been agreed.

In an excellent comment, as part of my “A Collaborative Valedictory” reflection page, Maria Ana Botelho Neves who is Portuguese reminded me that, when she was CEO of the UK Charity I was a Trustee of, I gave her a book. The Culture Map became the backstop for many conversations with the English ex Army Chairman.

The author, Erin Meyer, poses business leaders these challenging questions:

Why does your Swedish colleague have so many problems leading his Chinese team? How do you foster a good relationship with your Brazilian suppliers while sitting at your desk in Europe?

How do you navigate the tricky task of performance reviews when your American employees precede negative feedback with three nice comments, while the French, Dutch, Israelis, and Germans skip the positives and get straight to the point?

What is the best method for getting your team based on four continents to work together effectively?

Face to Face collaboration can be tricky too: how do you intepret where people sit if you are in Asia; at what point in a meeting in the Middle East do you start talking business; if you are invited to the house of a client or colleague, what’s the appropriate gift to take; or is the taking of a gift seen as insulting? All have the propensity to cause unintended offence!

I’ve seen near misses in Italy where English drivers enter the Autostrada anticipate the car on the inside line will move over to accommodate them. They do not! It’s about custom.

As we move into a hybrid working environment and communicate mostly via social media tools (and email), the above challenges are amplified and the impact on business and relationships potentially damaging.

Bridging the cultural chasm in global wealth management

Many years ago, when I was Managing Partner of Sparknow, we undertook an assignment for a client who had recently rolled out a global administration system. Their challenge: to get people collaborating across timezones, cultures and language.

Virtual communications were at the core of the problem. There was a lack of understanding of the style and customs of others. Working with their learning & transformation team we asked each team member to keep a journal. Here’s an extract from our invitation to participate:

Following a set of interviews we created a booklet “Tick” (what makes us tick) to highlight their different cultures and customs and how to best work with each other.

Here’s a page from the section: “How not to write a confusing email”.

The success of this initiative was in embracing and affirming the positive contributions and unique aspects of different cultures. The global team had input into the booklet (we deliberately avoided the word ‘Guide’) and a sense of ownership. It was written in their words with their examples.

And finally

In the online world we inhabit today, where virtual presenteeism is becoming the norm, it is easy to feel isolated and misinterpret what is or is not being said.

Silence is a powerful tool. I’ve seen it used effectively by HMRC’s enforcement teams, I’ve used it when interviewing people about a sensitive subject or recollection such as an Oral History. It’s particularly effective when giving an address to pause and let an important point ‘land’,

However, a non response can be equally damaging to a working relationship. There is nothing more demotivating than sending a message to a colleague who you know has received it and get no response.

The thumbs up emoji is a wonderful tool to at least acknowledge and affirm a request.

What Does 👍 Mean. The thumbs up sign emoji 👍, also known as the “yes” emoji, is used to express general contentment. It can also be used to show approval and support for someone’s actions or ideas. It can also mean “great job” or “keep it up,” depending on the context.

emojipedia.org

Knowledge et al: view from 46K

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!

The Power of Postcards

Growing up, one of the chores I associated with holidays was the sending of postcards to family and friends. With no social media or smart phones, we kept in touch via letters and cards.  Yet the postcard is still highly effective as it is a tactile, non-technological and versatile object.

Here’s a few examples of how I have used it over the past few years:

To prompt future stories

Often at big events (especially the annual corporate ‘show and tell’) delegates leave with a list of to do’s that few will get done!

http://goldcard.ellieharrison.com/

At the conclusion of the annual gathering of country heads of a large global charity the delegates were given a postcard with a picture of the venue for next year’s event (in this case) Mexico City.

They were asked to write a postcard to themselves saying what they would have done by the time they arrived for next year’s gathering.

Here’s the instructions we gave them:

Its 2013 and you are in Mexico at MM13.  Imagine you are looking back on a successful year.  Write a postcard back to yourself or a friend. Describe a couple of events that took place; things you achieved; things you are proud of.

 

To prompt reflections

As part of an enquiry into the Evolving Role of the Knowledge Manager my colleagues and I at Sparknow wanted to get KIM professionals to chart how their working life has changed over the decade.  So we asked people at the Henley KM Forum to fill in a postcard to themselves to show what’s changed.

Here’s a great response:

Hello, we’ve almost forgotten how to pick up the phone or walk over to speak to people.  We spend a lot of time sending “texts” from our phones and reading about our friends’ activities from their “electronic” Facebook page.  It can be quite lonely at times.   Vicki.

To capture takeaways from an event

I was one of the speakers at the inaugural event in Khartoum of the Sudanese Knowledge Society in 2012.

The organiser’s challenge: how to get people to complete an evaluation without filling in a big form at the event while creating an embryonic community?

The solution: take a group picture and then send it to all the delegates as a virtual (PDF) postcard and ask them to share their takeaways from Khartoum.

Here’s the format we used for the takeaways and one of the points made::

I found strange: being asked to opine on subjects at a moment’s notice without any briefing; the sanguine acceptance of ‘Africa time’; being called an Australian; and wearing a cap and casual clothes to run a workshop (the closing session).

 

“True tacit knowledge can’t be passed on when people leave”: embedding knowledge capture & retention

On Wednesday I had the pleasure of meeting and listening to Karen McFarlane who is Head of Profession, Knowledge & Information Management (KIM) for the UK Government’s Civil Service. I’d been invited as a guest by NetIKX as a precursor to a talk I am giving there early in 2014. And with due permission (Karen’s ‘day job’ is quite sensitive) I posted a few Tweets on what I heard which you can find on their twitter feed for the event #netikx63.

The Knowledge Council – setting frameworks and strategy for the KIM Profession

Karen outlined the work that has taken place over 18 months at the Knowledge Council to develop a framework and a new Government Knowledge & Information Strategy (GKIS). Her aim is to ensure people in KIM roles have KIM qualifications with good succession planning. A profession (currently 1,000 people across government are considered KIM professionals) that will attract and maintain talent and create an environment where KIM civil servants can move across roles equipped to do so.

These comments (which I am paraphrasing) stood out:

There is a real concern about loss of knowledge when people leave which is why a lot of effort has gone into building a knowledge harvesting toolkit for the KIM community….

One of the techniques is a Mastermind Chair; another, getting people to ask ‘what questions do you wish you’d asked…Try and identify the critical people… many departments use social media to share knowledge…

...True tacit knowledge can’t be passed on when people leave, you need a strategy to ensure you don’t get to that point…

Some organisations are now making use of Alumni networks to keep access to people who’ve left…

And finally… Department of Work and Pensions (DWP) and Her Majesty’s Revenue and Customs (HMRC) are now sharing stories on their intranet…

an accredited career pathway

Karen painted a backdrop wherein the topic of knowledge & information management is higher up the agenda in government than it has been for more than two decades. All of which is really positive as is the work being done with external bodies such as CILIP on accreditation and training and career pathways for KIM professionals in government.  Its impressive progress which the soon to be released GKIS will place into context.

This brings me back to the capturing and exploiting corporate knowledge’ pilot we* have been running for HMRC’s businesses under the supervision of their KIM professionals.

HMRC’s Pilot Programme: Setting Up and Capturing: Modules 2 & 3

My previous postings looked at why HMRC had set up the pilot programme, what critical knowledge is, how to identify it and why it is important.  Modules 2 & 3 of the programme focused on:

Setting up how to identify and approach the knowledge holders & networks how to design a knowledge capturing approach
Capturing develop an understanding of different capture techniques benchmark against existing approaches

‘Our’ delegates recognised:

  • not everyone who changes jobs or leaves has critical knowledge whose loss will severely damage the organisation.  Its important to be proactive to identify where it resides and with whom – the knowledge holder.
  • everyone is different. Each person who partially retires will feel differently about what they want to give back. Some people might initiate. Approach each person differently in order to find out how they feel about knowledge capture.

In Module 2 we looked at the setting, preparation and clarity of purpose which are all key to successful capturing of knowledge.  A key task is to think seriously about how a request for time with a knowledge holder is likely to be received.

A typical Knowledge Holder?

A typical Knowledge Holder?

Profiling and Archetype Mapping are used extensively in design, it is even more important when dealing with intangibles to have identified and acknowledged likely preferences of the person you are approaching?

A large exhibit in Asia

A large exhibit in Asia that sought to identify major events in the life of an institution. Passers by were asked to note on a timeline events that were of interest to them.  This helped to target key players for future interviews and the subject areas to be covered.

Focusing on the individual is just one aspect of knowledge capture & retention: it’s vital to focus in addition on decisions, events and processes (documented as well as practiced) to see what knowledge is called upon in the first place and from where and then what is produced during the process.

Another key aspect is to create the right environment for the discussion/interview/observational session.  This is especially important when the intervention is to be recorded or a large response is sought.

The delegates spent time thinking about the right form of consent, how they might craft the invitation to participate and the mechanism they’d use to capture material.

Module 3 was very much about trying out. The delegates looked at:

  • Sketchbooks
  • Interviewing
  • Recording
  • Group Elicitation
  • Reverse thinking

Types of interviewsThey discussed a variety of approaches to interviewing, comparing those with the checklist already developed for HMRC.

And they worked on interviewing (and listening) skills comparing and contrasting experiences.

As part of the benchmarking exercise we encouraged delegates to look at the 47 step knowledge capture process as articulated in Professor Nicholas Milton’s book Knowledge Acquisition in Practice which was very successfully adapted by John Day, at Sellafield that in itself drew on work done by Shell on its Retention of Critical Knowledge (ROCK) programme.

As in the previous modules offsite work involved listening to audios developed exclusively for this programme including a clip on Baton Passing, a technique used by the British Council adapted for their use by Professor Victor Newman.

importance and danger of Knowledge Harvesting

To return to the beginning. The Knowledge Council’s focus on equipping KIM Professionals with tools and techniques in Knowledge Harvesting is admirable. Yet I felt there is a missing skill from the training ‘suite’ shown by Karen McFarlane at the NetIKX meeting, namely that of facilitation which for me is critical.

If knowledge harvesting (what I might call knowledge capture and retention) is to become an ingrained ‘way of working’ across government then people in the business need to be equipped with those skills as well. KIM professionals must have the skills to facilitate others in Knowledge Harvesting not just conduct them.

Last minute captureThe alternative scenario is that the KIM professional gets called in to do a last minute ‘tell us what you know’ knowledge harvesting session with a prominent person and the resultant  ‘pearls of wisdom’ are placed on a database that few look at or listen to.

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

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.