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Sharing Hidden Know-How:  How Managers Solve Thorny Problems with the Knowledge Jam SI KM Leaders Community June 15, 2010 Kate Pugh  Align Consulting [email_address]   SIKM Knowledge Jam (Katrina Pugh) 100615 Organizations miss innovation opportunities, waste resources, and put their businesses at risk because they fail to take advantage of the hidden, or “tacit” knowledge in their own networks.  Even where they try, failure often results as well-intentioned people don’t capture the right knowledge, or don’t capture enough nuance to make it actionable elsewhere.  Knowledge Jam   is a novel process for getting out and circulating insight. It stands apart because it is facilitated, collective, and intentionally shares the responsibility for applying the captured knowledge, leveraging Web 2.0 and Enterprise 2.0.  In this session we describe the process, introduce the roles of the key players, and discuss case studies.
Topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Introducing our Case Studies: How did we do that? Can we (not) do it again? ,[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615 Knowledge Blind Spots  Knowledge Mismatches Knowledge Jail    Boundary-spanning    Surfacing usable insights    Putting Knowledge to Work
We waste time getting out tacit knowledge SIKM Knowledge Jam (Katrina Pugh) 100615 Source: Laurence Prusak and Al Jacobson, “The Cost of Knowledge,”  Harvard Business Review , November, 2006, Reprint F0611H) “ Get me to the experts!” “ Help me understand the context!” “ Make it easier to put this insight to work!” 1. “Facilitation” 2. “Conversation” 3. “Translation”
What is a “Knowledge Jam”? ,[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615 Facilitation  Conversation Translation
Who Participates in a Knowledge Jam? ,[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Key interactions in a Knowledge Jam Knowledge Jam  2.) “Topic” (Agenda) Planning Event 3.) Broker and Originator interviews 4.) Core team Final Meeting (“Choreography”) 5.) 90 minute Discover/ Capture Event(s) 6.) Broker Meeting(s) 7.) Web 2.0 Forums, links, alerts 8.) Sponsor and Broker Meeting(s) about “stickiness,” impact 1.) “Subject” Selection Meeting
Deep Dive: Facilitation Facilitator roles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Deep Dive: Facilitation (cont’d): Knowledge Jam Subject Selection SIKM Knowledge Jam (Katrina Pugh) 100615 (Tech Consulting Example: Quarterly Subject Selection Criteria) Market Share ,[object Object],Productivity ,[object Object],[object Object],[object Object],[object Object],[object Object],Revenue ,[object Object],[object Object],[object Object]
Deep Dive: Facilitation (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615 Topic/Agenda-Setting Drawing out Insights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Deep Dive: Conversation SIKM Knowledge Jam (Katrina Pugh) 100615 2. Pursuit of Diversity Glen Beck! Paul Krugman! M. Yunis! Sara Palin! Robert Reich! 1. Posture of Openness Honor & Respect 3.  Practices of Dialogue
Deep Dive: Conversation (cont’d) Dialogue Practices Knowledge Jam          Interact Depth/Context  Presence Ownership Sense-making Act (“translate”)! Application Retention Stewardship Interpretation Dialogue Practices ,[object Object],[object Object],[object Object],[object Object]
Deep Dive: Translation Brokering Basics ,[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Deep Dive: Translation (cont’d) Sample transformations SIKM Knowledge Jam (Katrina Pugh) 100615 Type of Knowledge Seeker Profile Brokered Form Brokering Vehicle Process, e.g., how we ramped up a fabrication plant Another region or division planning to build a fab A process flow, e.g., with process step annotation Plant engineering tools’ process flow Product, e.g., how we defined a product map Another product team building a similar product Definitions of features, feature prioritization, template Product strategy presentations Market, e.g., how our target customer segment responded to an offer Customer Service organization evaluating staffing levels Sales log, “trial offer” notes and anecdotes Customer Service Representative (CSR) screens incorporating segment-related business intelligence  Program, e.g., how we taught our special needs kids math Another school district educating Special Needs  Annotated curriculum, lesson plans, video Online district-wide sample curriculums, teacher training resources Organization, e.g., how we managed internal stakeholders during a restructuring Change management teams for a restructuring in another division Stakeholder matrix, organization plan, message samples, reflections Online transition kits
Deep Dive: Translation (cont’d) Brokers’ Motivators ,[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Roots: Competencies for Managing Change SIKM Knowledge Jam (Katrina Pugh) 100615 Organizational Learning  (1993+) Collaboration Technology (1992+) Intelligence Acquisition  (2000s) Adaptation Exposure Co-creation Systems Thinking Diversity Dialogue Intentional Insight Container-building Shared Value Knowledge Jam Translation Facilitation Conversation
KJ Process/Culture as “Jump Start” for Social Media Initiatives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615 Facilitation ( intention )  Conversation ( openness ) Translation ( stewardship ) Knowledge Jam Disciplines (and culture)
In Good Company: Comparing Knowledge Jam to Other Capture-Transfer Methods Facilitation Conversation Translation Knowledge Jam  Instructional Design Individual Journaling or Procedure Writing (not in graphic) Organizational Learning Collaboration Technology Intelligence Acquisition Search/Alerts After Action Review Mentoring Discussion Forums Wikis Reporting Interview Appreciative Inquiry Knowledge Harvesting Innovation Jam Community of Practice Knowledge Jam Peer Assist
Knowledge Jam Case Studies SIKM Knowledge Jam (Katrina Pugh) 100615
Revisiting our Case Studies ,[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Case Study: Biofuel/Bioproducts Institute Knowledge Jam ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Case Study: Healthcare Quality Non-Profit Knowledge Jam ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Healthcare Quality Non-Profit (cont’d):  “Gelling” Knowledge Jam Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Goal-Setting Relationship-building ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Decision-Making ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Data ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sustaining the Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sustaining Org’s Commitment SIKM Knowledge Jam (Katrina Pugh) 100615
You ,[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615
Let’s Jam! SIKM Knowledge Jam (Katrina Pugh) 100615 Facilitation  Conversation Translation
Some Reading* ,[object Object],[object Object],[object Object],NASA Ask Magazine *Now using “Jam” term instead of “Harvesting” SIKM Knowledge Jam (Katrina Pugh) 100615
Kate Pugh, AlignConsulting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SIKM Knowledge Jam (Katrina Pugh) 100615

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Sikm knowledge jam (katrina pugh) 100615

  • 1. Sharing Hidden Know-How: How Managers Solve Thorny Problems with the Knowledge Jam SI KM Leaders Community June 15, 2010 Kate Pugh Align Consulting [email_address] SIKM Knowledge Jam (Katrina Pugh) 100615 Organizations miss innovation opportunities, waste resources, and put their businesses at risk because they fail to take advantage of the hidden, or “tacit” knowledge in their own networks. Even where they try, failure often results as well-intentioned people don’t capture the right knowledge, or don’t capture enough nuance to make it actionable elsewhere. Knowledge Jam is a novel process for getting out and circulating insight. It stands apart because it is facilitated, collective, and intentionally shares the responsibility for applying the captured knowledge, leveraging Web 2.0 and Enterprise 2.0. In this session we describe the process, introduce the roles of the key players, and discuss case studies.
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  • 4. We waste time getting out tacit knowledge SIKM Knowledge Jam (Katrina Pugh) 100615 Source: Laurence Prusak and Al Jacobson, “The Cost of Knowledge,” Harvard Business Review , November, 2006, Reprint F0611H) “ Get me to the experts!” “ Help me understand the context!” “ Make it easier to put this insight to work!” 1. “Facilitation” 2. “Conversation” 3. “Translation”
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  • 7. Key interactions in a Knowledge Jam Knowledge Jam 2.) “Topic” (Agenda) Planning Event 3.) Broker and Originator interviews 4.) Core team Final Meeting (“Choreography”) 5.) 90 minute Discover/ Capture Event(s) 6.) Broker Meeting(s) 7.) Web 2.0 Forums, links, alerts 8.) Sponsor and Broker Meeting(s) about “stickiness,” impact 1.) “Subject” Selection Meeting
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  • 11. Deep Dive: Conversation SIKM Knowledge Jam (Katrina Pugh) 100615 2. Pursuit of Diversity Glen Beck! Paul Krugman! M. Yunis! Sara Palin! Robert Reich! 1. Posture of Openness Honor & Respect 3. Practices of Dialogue
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  • 14. Deep Dive: Translation (cont’d) Sample transformations SIKM Knowledge Jam (Katrina Pugh) 100615 Type of Knowledge Seeker Profile Brokered Form Brokering Vehicle Process, e.g., how we ramped up a fabrication plant Another region or division planning to build a fab A process flow, e.g., with process step annotation Plant engineering tools’ process flow Product, e.g., how we defined a product map Another product team building a similar product Definitions of features, feature prioritization, template Product strategy presentations Market, e.g., how our target customer segment responded to an offer Customer Service organization evaluating staffing levels Sales log, “trial offer” notes and anecdotes Customer Service Representative (CSR) screens incorporating segment-related business intelligence Program, e.g., how we taught our special needs kids math Another school district educating Special Needs Annotated curriculum, lesson plans, video Online district-wide sample curriculums, teacher training resources Organization, e.g., how we managed internal stakeholders during a restructuring Change management teams for a restructuring in another division Stakeholder matrix, organization plan, message samples, reflections Online transition kits
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  • 16. Roots: Competencies for Managing Change SIKM Knowledge Jam (Katrina Pugh) 100615 Organizational Learning (1993+) Collaboration Technology (1992+) Intelligence Acquisition (2000s) Adaptation Exposure Co-creation Systems Thinking Diversity Dialogue Intentional Insight Container-building Shared Value Knowledge Jam Translation Facilitation Conversation
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  • 18. In Good Company: Comparing Knowledge Jam to Other Capture-Transfer Methods Facilitation Conversation Translation Knowledge Jam Instructional Design Individual Journaling or Procedure Writing (not in graphic) Organizational Learning Collaboration Technology Intelligence Acquisition Search/Alerts After Action Review Mentoring Discussion Forums Wikis Reporting Interview Appreciative Inquiry Knowledge Harvesting Innovation Jam Community of Practice Knowledge Jam Peer Assist
  • 19. Knowledge Jam Case Studies SIKM Knowledge Jam (Katrina Pugh) 100615
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  • 25. Let’s Jam! SIKM Knowledge Jam (Katrina Pugh) 100615 Facilitation Conversation Translation
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Editor's Notes

  1. Knowledge Originators - SMEs or project veterans whose knowledge needs to be captured Knowledge Brokers - seekers accountable for using the knowledge & bringing it to their processes, training, etc. Facilitator - guides through the five steps of the Knowledge Jam including facilitating the Elicitation event Sponsor - selects Knowledge Jam subjects, funds Knowledge Jam, advocates for events and subsequently brokers Champion – plays on-the-groung project manager, maintains client attention, manages logistics, communications
  2. Prioritizes Knowledge Jams and Knowledge Jam topics Assists coordination of planning and Knowledge Jam events Facilitates / creates a positive “sharing” environment Identifies and includes the right participants Offers a “just in time” knowledge-transfer during the Knowledge Jam cycle Introduces the event and its components Draws out questions from other participant Electronically captures notes for review by all stakeholders and reconfirm broker commitment to “brokering” Summarizes Reminds brokers of brokering responsibilities Models re-use behavior
  3. Voice (Involvement, need or intention) : We are more likely to make use of a new idea or change effort if we had a hand in creating it. Our search for knowledge is triggered by specific needs (a problem, task, puzzle) and we are most likely to remember and use ideas that satisfy those needs. Respect : Our memory is heightened when we are present for another, respecting their words Suspension (holding back our mental models) : We refine our thinking, share our knowledge, and produce insights only through suspension. That is, holding back our judgments and positions. Listening (reflection/ systems thinking) : It is reflection on experience that brings us useful lessons. Trying not to use too much Organizational Learning language here on the slide.
  4. Need – heightened senses Involvement story – african farmers Reflection/sense-making – effort justification / social learning Other-centeredness story -- Personal shopper
  5. 1. Midas: How do they stage and nudge the conversation 2. Voice – Respect – Listening – Suspension 3. Your “broker” - Do they share with you persuasively? Why are you inclined to put those ideas “to work”?