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Recognizing and Cultivating Trust:
     The Primary Driver of Network Impact
              Katrina (Kate) Pugh
                  March 28, 2012




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Today’s Speaker




                                     Katrina (Kate) Pugh
                                         President, Faculty
                                 AlignConsulting, Columbia University
Assisting with chat questions:                                                                  Hosting:
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A Service
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Recognizing and Cultivating Trust
       …The Primary Driver of Network Impact

                                                   The Knowledge Network (or Community of Practice) is
                                                   a powerful organizational model for organizations to
        Nonprofit Webinars                         innovate, coordinate, build capacity, and translate
                                                   ideas rapidly into action. On November 30, 2011 we
        March 28, 2012                             introduced recent network research funded by the Bill
                                                   and Melinda Gates Foundation, and discussed the six
                                                   behaviors of an enduring network: common objectives,
                                                   collaborative behavior, working platform, cohesion,
                                                   generous connectivity, and trust.

                                                   More than half of all webinar participants were
                                                   concerned about the levels of trust in their networks,
                                                   and the resulting compromised collaboration.
        Kate Pugh
        AlignConsulting                            What builds trust in a network? What erodes it? What
        Author of Sharing Hidden Know-How          can we design into the network -- into its structures,
                                                   relationships, measures -- to build trust and
        www.alignconsultinginc.com                 trustworthiness? We'll look at recent research on the
        katepugh@alum.mit.edu                      mechanics and science of trust, and look at several
        Twitter: @katrinapugh                      case studies of networks where trust translates into
                                                   volunteerism, innovation, and collaboration. We'll also
        v7                                         revisit each of the 8 network design dimensions with a
                                                   trust lens.



© AlignConsulting www.alignconsultinginc.com   5
Agenda
       • When we left off
       • Define trust for today’s discussion
       • Lack of trust is pervasive…
       • …But we’re wired for trust
       • Isn’t a network an “institution”?
       • Networks’ “trust account”
       • How do you get there?
       • Tale of two networks
       • Conclusion


© AlignConsulting www.alignconsultinginc.com   6
When we left off:
       What’s a “knowledge network”?



                                                        A Knowledge Network
                                               (also called a “Community of Practice”)
                                                is a gathering of individuals motivated
                                                by the desire to cross organizational
                                               boundaries, to relate to one another,
                                                   and to build a body of actionable
                                                   knowledge through coordination
                                                           and collaboration.


© AlignConsulting www.alignconsultinginc.com          7
When we left off:
       Knowledge network effectiveness framework


       Design                                  Drivers       Behavior           Impacts


   What levers                           What                What tone and   What are the
   do we pull as                         dynamics            behaviors do    impacts?
   we influence                          come into           we see?         1. Learning/Innovation
                                                                             2. translation/adaptation
   the network?                          play?
                                                                             3. coordination
                                                                             4. practitioner support




© AlignConsulting www.alignconsultinginc.com             8
When we left off:
       How do knowledge network members behave?
                                                Commonly agreed
                                                 goals and objectives

                                                Collaboration (“self-sacrifice”)

                                                Cohesiveness

                                                Connectivity
                                                 (“networked” beyond)

                                                Using a working platform

                                                Trust




© AlignConsulting www.alignconsultinginc.com   9
When we left off:

       What you said
      “Which of these behaviors is lagging in your knowledge network?” (Percent of
      respondents who named each behavior)
       0.6
                                               53%                  50%
       0.5
                                                                                                                 44%
       0.4                                                                               38%
       0.3                   28%
       0.2

       0.1

          0
                   Commonly     Collaboration            Cohesiveness          Connectivity             Using a
                  agreed goals    and trust                                   (“networked”             working
                 and objectives                                              beyond the KN)            platform
    Source: Nonprofit Webinar 11/20/11 (32 respondents) http://nonprofitwebinars.com/webinars/11302011-beyond-
    partnerships-tapping-into-the-agility-of-knowledge-networks-and-communities/

© AlignConsulting www.alignconsultinginc.com                  10
Define trust for today’s discussion
   Geoffrey Hosking (2010):                         Larry Prusak (2011):                      Steven Covey (2012)
  • “Attachment to a person,                        •    “Trust is                            • “Trust is confidence”
    or collective of                                    Anticipatory specific
                                                                                              • “Trust includes
    persons, based on the                               reciprocity”
                                                                                                character and
    well-founded but not
                                                    • “Trust is the new gold.                   competencies.”
    certain expectation that
                                                      Equally valuable, but
    he/she/they will act for                                                                  • “Your trustworthi-
                                                      for too many
    my good.”                                                                                   ness is a factor of
                                                      companies and too
                                                                                                my analysis and my
  • “The expectation, based                           many leaders not
                                                                                                attitude.”
    on good but less than                             nearly so obviously
    perfect evidence, that                            worth the effort.”
    events will turn out in a
    way not harmful to me.


Hosking, Trust: Money, Markets, and Society, Seagull Books, Calcutta; Prusak, “The one thing that makes collaboration work,” HBR
Blog, July 5, 2011. Covey, Smart Trust: Creating Prosperity, Energy and Joy in a Low-Trust World, Simon and Schuster, NY.


© AlignConsulting www.alignconsultinginc.com                   11
Lack of trust is pervasive…


                 Bonus!

                                               “Can’t trust those free-
                                               riders”                    “Can’t trust those institutions”
      “Can’t trust those                       (Result: scrutinize the    (Result: Arab spring, Greek
      bosses”                                  safety net)                demonstrations, Occupy
      (Result: trust-                                                     movement, Tea Party, Dodd
      erosion favors                                                      Frank regulations)
      layoffs over wage
      reductions)




© AlignConsulting www.alignconsultinginc.com                    12
…but, we’re wired for trust
       Puzzles

       • The “trust gene”* (Darwinian selection for social norming –
         culture and genetics intertwined)

       • General reciprocity (sharing when specific individual’s
         reciprocity unlikely, e.g., Linux, Innocentive)

       • Sacrificing when reward from trusting is separated in space
         and time (fraternity, social net)

       • Markets (without trust markets “stick,” e.g., in soviet union)




       *Boyd and Richardson, “Gene-Culture coevolution,” (ongoing research)
© AlignConsulting www.alignconsultinginc.com           13
We can be trustworthy as individuals
       1.       Act with discretion
                                                           Consistency
       2.       Match words and deeds                      Integrity
       3.       Communicate often and well                 Transparency
                                                           Curiosity
       4.       Establish shared vision, language          Accountability
       5.       Highlight knowledge boundaries
       6.       Know when to step out of your role
       7.       Give away something of value
       8.       Help people refine unclear ideas
       9.       Make decisions fair and transparent
       10.      Hold people accountable for trustworthy behavior

    Source: Rob Cross and Andrew Parker, The Hidden Power of Social Networks: Understanding How Work
    Really Gets Done in Organizations, 2007.

© AlignConsulting www.alignconsultinginc.com        14
How can we trust a network. Isn’t a
       network an institution?

       “Yes”                                        “No”
       – Big                                        – Diverse
       – Structured (some)                          – Decentralized
       – Rubs elbows with                           – All about practice, not
         institutions                                 power
       – Image/optics matter                        – Bound by social ties




© AlignConsulting www.alignconsultinginc.com   15
Networks’ “Trust Account” (3 Ps)
       Proxies (declarations, certifications,
       affiliations, endorsements,
       relationships)



                                       Persistence (charters, ground rules,
                                       schedules, that signal trustworthiness)
                                                                      Consistency
                                                                      Integrity
                                                                      Transparency
       Performance (Experience over time)                             Curiosity
                                                                      Accountability

© AlignConsulting www.alignconsultinginc.com        16
.

       How do you get there? (Recall: 8 general
       knowledge network design dimensions)
                8 Design Dimensions for Knowledge Networks
      Strategic 1. Leaders’ theory of change
                2. Objectives/Outcomes/Purpose
                 3. Role of “expertise” and experimental
                    learning (Expert/Learner balance)
                 4. Inclusion/Participation
      Structural 5. Operating model
                 6. Convening structures and infrastructures
                 7. Facilitation and social norm
                    development
      Tactical   8. Measurement, feedback and incentives

© AlignConsulting www.alignconsultinginc.com   17
Robust knowledge networks design trust in
       8 times!
         Proxies     1. Leaders’ change strategy is transparent, modeled
                     2. Shared objectives, at the right level. Asymmetries in
                        capacity, needs, etc., are discussed
                     3. Safe to be a learner, safe to share one’s
                        convictions
                     4. Participation is well defined, and trustworthiness is
                        part of the inclusion
         Persistence 5. Operation, decision-making processes and
                        relationships are clearly defined, but flexible
                     6. Appropriate convening structures (people are
                        showing up, using the platform)
                     7. Facilitation is focused on building real-time
                        experience of trust
         Performance 8. There is follow-through, measurement, recognition

© AlignConsulting www.alignconsultinginc.com   18
Tale of two networks
       Strive Network
        – Shared theory of change, vision
        – Published objectives, by sector
        – Efforts to include all stakeholders,
          incl. donors
        – Operating model is transparent
                                                      Museum Collaborative
                                                      – Asymmetry of capabilities
        – Convene with mtgs, platforms,
                                                        not addressed
          gatherings, communications
                                                      – Assumed shared vision
        – Metrics routine, published
                                                      – Charismatic leader
                                                      – Resistance to focus on the operating
                                                        model (how we’ll get this done)
                                                      – Governance model not mapped to
                                                        capabilities



© AlignConsulting www.alignconsultinginc.com     19
Conclusions
       • Employees, citizens, parents, congregations have lost
         trust in management, institutions, and government
       • Yet, we crave trustworthiness and trusting
         relationships in order to live productive, healthy lives,
         especially with “info-glut.”
       • There are individual trust strategies (Consistency,
         Integrity, Transparency, Curiosity, Accountability), but
         networks require trust transparency
       • Design for trust in Networks (proxies, persistence),
         measure performance publically and reinvest in trust



© AlignConsulting www.alignconsultinginc.com   20
Destination




      Knowledge Networks are where necessity, creativity and
                   belonging come together.
© AlignConsulting www.alignconsultinginc.com   21
Some Reading
 •     Achieving Success Through Social Capital, By
       Wayne Baker, University of Michigan
       Management Series, Jossey-Bass/Wiley, 2000.
 •     The Hidden Power of Social Networks:
       Understanding How Work Really Gets Done in
       Organizations, by Rob Cross and Andrew
       Parker, Harvard Business School Press, 2004
 •     Sharing Hidden Know-How by Katrina Pugh,
       Jossey-Bass, April 2011
 •     Sustainable Communities: Top 10 CSFs for
       Keeping the Faith, by Katrina Pugh IBM           NASA Ask Magazine
       Synch.rono.us Blog, July 19, 2010                NASA Ask Magazine
 •     Jamming with the Institute for Healthcare
       Improvement “ by Katrina Pugh and Jo Ann
       Endo, NASA Ask Magazine, Winter, 2011)




© AlignConsulting www.alignconsultinginc.com       22
Kate Pugh, AlignConsulting and
       Columbia University
                                      • Kate has 17 years of consulting and seven years of industry experience. She held
                                        leadership positions with Intel Corporation, JPMorgan, and Fidelity. She is on the
                                        faculty of Columbia University’s Information and Knowledge Strategy Masters
                                        program, and is author of Sharing Hidden Know-How (Jossey-Bass/Wiley, 2011).
                                      • Kate has helped launch and/or run over 20 knowledge networks (communities of
                                        practice), including Intel’s award-winning Enterprise Architects’ community.
                                      • Sample clients include Cubist Pharmaceuticals, Fidelity Investments, The Gates
                                        Foundation, Institute for Healthcare Improvement, Medtronic, Mitokine Bioscience,
                                        Project Management Institute, and The World Bank. Kate is on the Board of
                                        Knowledge Mgt. Institute Canada.
                                      • Kate has an MS/MBA from MIT Sloan, a BA in Economics from Williams College,
   www.alignconsultinginc.com           and certificates in Dialogue, Facilitation, Mediation, Project Mgt., and LEAN Six
   katepugh@alum.mit.edu                Sigma.
   Twitter: @katrinapugh
                                      • Kate has articles in Harvard Business Review, NASA Ask Magazine, Reuters Great
                                        Debate, Ivey Business Journal, and the Journal of Digital Media Management.




© AlignConsulting www.alignconsultinginc.com                     23
#3 Expert/Learner balance example


       • “As a social artist you really need find a way to get
         people to recognize the learning partner in others.
         Self-design helps you to focus on the practice.”




        Beverly Trayner, International Social Learning Strategist, Columbia University
        Information and Knowledge Strategy Masters Program, Interview, 11/2/11

© AlignConsulting www.alignconsultinginc.com   24
#5 Operating Model example
                                                                       Other
                                                                        Other
                                                                      Funding
                                                                         Other
                                                                       Funding
                        Knowledge Network                           Organization
                                                                        Funding
                                                                     Organization
                           Core Team                                  Organization

                                                           KN
                                                       Discussion
                                                         Group


               KN Manager                      Working
                                                Working
                                               Group
                                                  Working
                                                 Group
                                                   Group




© AlignConsulting www.alignconsultinginc.com      25
#7 Facilitation and Social Norm
       Development example
      The Guidelines for the Health and Business Roundtable Indonesia Based on
      Human Rights and Business Roundtable, The Fund for Peace (1997):

              State the goal of the dialogue shared by participants.
              State the objective of the dialogue.
              Highlight the importance of guidelines for ensuring an atmosphere of
               sustained dialogue (share information and build the relationships needed
               to meet the shared goal and objective).
              Include confidentiality (not secrecy) as a key component (e.g., no
               attribution to individuals or their organizations)
              Guidelines for meeting notes, formal presentations will be handled (e.g.,
               confidentiality, length, distribution permissions)
              Dialogue is meant for sharing information to build good practices and
               share lessons learned, not promotion or public relations. (No
               representatives of the media)

                  Source: Company-Community Partnerships for Health Worldwide

© AlignConsulting www.alignconsultinginc.com       26
#7 Facilitation and Social Norm
       Development example
      Online Ground rules



                 Integrity                                  Inclusion

                 Courtesy                                   Translation
    Source: Columbia University Information and Knowledge Strategy Masters Program, 2011


© AlignConsulting www.alignconsultinginc.com         27
#8 Measurement Feedback and Incentives
       Example

        IBM 2009 Knowledge Network (CoP) Study
       • We also had a community business impact study that focused on
         the value that active members received from the community…
       • Members who get a lot of value from their community also are more
         satisfied with their jobs, and more of them say their work gives
         them a feeling of personal accomplishment. In fact, the delta
         between the community members in the business impact study
         and the overall results for the BU sponsoring the community
         was 27 percentage points. This was pretty eye-popping to
         executives.




              11/11/09, Alice Dunlap, abdunla@us.ibm.com in SIKM Leaders community discussion.

© AlignConsulting www.alignconsultinginc.com      28
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Recognizing and Cultivating Trust: The Primary Driver of Network Impact

  • 1. Recognizing and Cultivating Trust: The Primary Driver of Network Impact Katrina (Kate) Pugh March 28, 2012 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
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  • 4. Today’s Speaker Katrina (Kate) Pugh President, Faculty AlignConsulting, Columbia University Assisting with chat questions: Hosting: April Hunt, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. Recognizing and Cultivating Trust …The Primary Driver of Network Impact The Knowledge Network (or Community of Practice) is a powerful organizational model for organizations to Nonprofit Webinars innovate, coordinate, build capacity, and translate ideas rapidly into action. On November 30, 2011 we March 28, 2012 introduced recent network research funded by the Bill and Melinda Gates Foundation, and discussed the six behaviors of an enduring network: common objectives, collaborative behavior, working platform, cohesion, generous connectivity, and trust. More than half of all webinar participants were concerned about the levels of trust in their networks, and the resulting compromised collaboration. Kate Pugh AlignConsulting What builds trust in a network? What erodes it? What Author of Sharing Hidden Know-How can we design into the network -- into its structures, relationships, measures -- to build trust and www.alignconsultinginc.com trustworthiness? We'll look at recent research on the katepugh@alum.mit.edu mechanics and science of trust, and look at several Twitter: @katrinapugh case studies of networks where trust translates into volunteerism, innovation, and collaboration. We'll also v7 revisit each of the 8 network design dimensions with a trust lens. © AlignConsulting www.alignconsultinginc.com 5
  • 6. Agenda • When we left off • Define trust for today’s discussion • Lack of trust is pervasive… • …But we’re wired for trust • Isn’t a network an “institution”? • Networks’ “trust account” • How do you get there? • Tale of two networks • Conclusion © AlignConsulting www.alignconsultinginc.com 6
  • 7. When we left off: What’s a “knowledge network”? A Knowledge Network (also called a “Community of Practice”) is a gathering of individuals motivated by the desire to cross organizational boundaries, to relate to one another, and to build a body of actionable knowledge through coordination and collaboration. © AlignConsulting www.alignconsultinginc.com 7
  • 8. When we left off: Knowledge network effectiveness framework Design Drivers Behavior Impacts What levers What What tone and What are the do we pull as dynamics behaviors do impacts? we influence come into we see? 1. Learning/Innovation 2. translation/adaptation the network? play? 3. coordination 4. practitioner support © AlignConsulting www.alignconsultinginc.com 8
  • 9. When we left off: How do knowledge network members behave?  Commonly agreed goals and objectives  Collaboration (“self-sacrifice”)  Cohesiveness  Connectivity (“networked” beyond)  Using a working platform  Trust © AlignConsulting www.alignconsultinginc.com 9
  • 10. When we left off: What you said “Which of these behaviors is lagging in your knowledge network?” (Percent of respondents who named each behavior) 0.6 53% 50% 0.5 44% 0.4 38% 0.3 28% 0.2 0.1 0 Commonly Collaboration Cohesiveness Connectivity Using a agreed goals and trust (“networked” working and objectives beyond the KN) platform Source: Nonprofit Webinar 11/20/11 (32 respondents) http://nonprofitwebinars.com/webinars/11302011-beyond- partnerships-tapping-into-the-agility-of-knowledge-networks-and-communities/ © AlignConsulting www.alignconsultinginc.com 10
  • 11. Define trust for today’s discussion Geoffrey Hosking (2010): Larry Prusak (2011): Steven Covey (2012) • “Attachment to a person, • “Trust is • “Trust is confidence” or collective of Anticipatory specific • “Trust includes persons, based on the reciprocity” character and well-founded but not • “Trust is the new gold. competencies.” certain expectation that Equally valuable, but he/she/they will act for • “Your trustworthi- for too many my good.” ness is a factor of companies and too my analysis and my • “The expectation, based many leaders not attitude.” on good but less than nearly so obviously perfect evidence, that worth the effort.” events will turn out in a way not harmful to me. Hosking, Trust: Money, Markets, and Society, Seagull Books, Calcutta; Prusak, “The one thing that makes collaboration work,” HBR Blog, July 5, 2011. Covey, Smart Trust: Creating Prosperity, Energy and Joy in a Low-Trust World, Simon and Schuster, NY. © AlignConsulting www.alignconsultinginc.com 11
  • 12. Lack of trust is pervasive… Bonus! “Can’t trust those free- riders” “Can’t trust those institutions” “Can’t trust those (Result: scrutinize the (Result: Arab spring, Greek bosses” safety net) demonstrations, Occupy (Result: trust- movement, Tea Party, Dodd erosion favors Frank regulations) layoffs over wage reductions) © AlignConsulting www.alignconsultinginc.com 12
  • 13. …but, we’re wired for trust Puzzles • The “trust gene”* (Darwinian selection for social norming – culture and genetics intertwined) • General reciprocity (sharing when specific individual’s reciprocity unlikely, e.g., Linux, Innocentive) • Sacrificing when reward from trusting is separated in space and time (fraternity, social net) • Markets (without trust markets “stick,” e.g., in soviet union) *Boyd and Richardson, “Gene-Culture coevolution,” (ongoing research) © AlignConsulting www.alignconsultinginc.com 13
  • 14. We can be trustworthy as individuals 1. Act with discretion  Consistency 2. Match words and deeds  Integrity 3. Communicate often and well  Transparency  Curiosity 4. Establish shared vision, language  Accountability 5. Highlight knowledge boundaries 6. Know when to step out of your role 7. Give away something of value 8. Help people refine unclear ideas 9. Make decisions fair and transparent 10. Hold people accountable for trustworthy behavior Source: Rob Cross and Andrew Parker, The Hidden Power of Social Networks: Understanding How Work Really Gets Done in Organizations, 2007. © AlignConsulting www.alignconsultinginc.com 14
  • 15. How can we trust a network. Isn’t a network an institution? “Yes” “No” – Big – Diverse – Structured (some) – Decentralized – Rubs elbows with – All about practice, not institutions power – Image/optics matter – Bound by social ties © AlignConsulting www.alignconsultinginc.com 15
  • 16. Networks’ “Trust Account” (3 Ps) Proxies (declarations, certifications, affiliations, endorsements, relationships) Persistence (charters, ground rules, schedules, that signal trustworthiness)  Consistency  Integrity  Transparency Performance (Experience over time)  Curiosity  Accountability © AlignConsulting www.alignconsultinginc.com 16
  • 17. . How do you get there? (Recall: 8 general knowledge network design dimensions) 8 Design Dimensions for Knowledge Networks Strategic 1. Leaders’ theory of change 2. Objectives/Outcomes/Purpose 3. Role of “expertise” and experimental learning (Expert/Learner balance) 4. Inclusion/Participation Structural 5. Operating model 6. Convening structures and infrastructures 7. Facilitation and social norm development Tactical 8. Measurement, feedback and incentives © AlignConsulting www.alignconsultinginc.com 17
  • 18. Robust knowledge networks design trust in 8 times! Proxies 1. Leaders’ change strategy is transparent, modeled 2. Shared objectives, at the right level. Asymmetries in capacity, needs, etc., are discussed 3. Safe to be a learner, safe to share one’s convictions 4. Participation is well defined, and trustworthiness is part of the inclusion Persistence 5. Operation, decision-making processes and relationships are clearly defined, but flexible 6. Appropriate convening structures (people are showing up, using the platform) 7. Facilitation is focused on building real-time experience of trust Performance 8. There is follow-through, measurement, recognition © AlignConsulting www.alignconsultinginc.com 18
  • 19. Tale of two networks Strive Network – Shared theory of change, vision – Published objectives, by sector – Efforts to include all stakeholders, incl. donors – Operating model is transparent Museum Collaborative – Asymmetry of capabilities – Convene with mtgs, platforms, not addressed gatherings, communications – Assumed shared vision – Metrics routine, published – Charismatic leader – Resistance to focus on the operating model (how we’ll get this done) – Governance model not mapped to capabilities © AlignConsulting www.alignconsultinginc.com 19
  • 20. Conclusions • Employees, citizens, parents, congregations have lost trust in management, institutions, and government • Yet, we crave trustworthiness and trusting relationships in order to live productive, healthy lives, especially with “info-glut.” • There are individual trust strategies (Consistency, Integrity, Transparency, Curiosity, Accountability), but networks require trust transparency • Design for trust in Networks (proxies, persistence), measure performance publically and reinvest in trust © AlignConsulting www.alignconsultinginc.com 20
  • 21. Destination Knowledge Networks are where necessity, creativity and belonging come together. © AlignConsulting www.alignconsultinginc.com 21
  • 22. Some Reading • Achieving Success Through Social Capital, By Wayne Baker, University of Michigan Management Series, Jossey-Bass/Wiley, 2000. • The Hidden Power of Social Networks: Understanding How Work Really Gets Done in Organizations, by Rob Cross and Andrew Parker, Harvard Business School Press, 2004 • Sharing Hidden Know-How by Katrina Pugh, Jossey-Bass, April 2011 • Sustainable Communities: Top 10 CSFs for Keeping the Faith, by Katrina Pugh IBM NASA Ask Magazine Synch.rono.us Blog, July 19, 2010 NASA Ask Magazine • Jamming with the Institute for Healthcare Improvement “ by Katrina Pugh and Jo Ann Endo, NASA Ask Magazine, Winter, 2011) © AlignConsulting www.alignconsultinginc.com 22
  • 23. Kate Pugh, AlignConsulting and Columbia University • Kate has 17 years of consulting and seven years of industry experience. She held leadership positions with Intel Corporation, JPMorgan, and Fidelity. She is on the faculty of Columbia University’s Information and Knowledge Strategy Masters program, and is author of Sharing Hidden Know-How (Jossey-Bass/Wiley, 2011). • Kate has helped launch and/or run over 20 knowledge networks (communities of practice), including Intel’s award-winning Enterprise Architects’ community. • Sample clients include Cubist Pharmaceuticals, Fidelity Investments, The Gates Foundation, Institute for Healthcare Improvement, Medtronic, Mitokine Bioscience, Project Management Institute, and The World Bank. Kate is on the Board of Knowledge Mgt. Institute Canada. • Kate has an MS/MBA from MIT Sloan, a BA in Economics from Williams College, www.alignconsultinginc.com and certificates in Dialogue, Facilitation, Mediation, Project Mgt., and LEAN Six katepugh@alum.mit.edu Sigma. Twitter: @katrinapugh • Kate has articles in Harvard Business Review, NASA Ask Magazine, Reuters Great Debate, Ivey Business Journal, and the Journal of Digital Media Management. © AlignConsulting www.alignconsultinginc.com 23
  • 24. #3 Expert/Learner balance example • “As a social artist you really need find a way to get people to recognize the learning partner in others. Self-design helps you to focus on the practice.” Beverly Trayner, International Social Learning Strategist, Columbia University Information and Knowledge Strategy Masters Program, Interview, 11/2/11 © AlignConsulting www.alignconsultinginc.com 24
  • 25. #5 Operating Model example Other Other Funding Other Funding Knowledge Network Organization Funding Organization Core Team Organization KN Discussion Group KN Manager Working Working Group Working Group Group © AlignConsulting www.alignconsultinginc.com 25
  • 26. #7 Facilitation and Social Norm Development example The Guidelines for the Health and Business Roundtable Indonesia Based on Human Rights and Business Roundtable, The Fund for Peace (1997):  State the goal of the dialogue shared by participants.  State the objective of the dialogue.  Highlight the importance of guidelines for ensuring an atmosphere of sustained dialogue (share information and build the relationships needed to meet the shared goal and objective).  Include confidentiality (not secrecy) as a key component (e.g., no attribution to individuals or their organizations)  Guidelines for meeting notes, formal presentations will be handled (e.g., confidentiality, length, distribution permissions)  Dialogue is meant for sharing information to build good practices and share lessons learned, not promotion or public relations. (No representatives of the media) Source: Company-Community Partnerships for Health Worldwide © AlignConsulting www.alignconsultinginc.com 26
  • 27. #7 Facilitation and Social Norm Development example Online Ground rules Integrity Inclusion Courtesy Translation Source: Columbia University Information and Knowledge Strategy Masters Program, 2011 © AlignConsulting www.alignconsultinginc.com 27
  • 28. #8 Measurement Feedback and Incentives Example IBM 2009 Knowledge Network (CoP) Study • We also had a community business impact study that focused on the value that active members received from the community… • Members who get a lot of value from their community also are more satisfied with their jobs, and more of them say their work gives them a feeling of personal accomplishment. In fact, the delta between the community members in the business impact study and the overall results for the BU sponsoring the community was 27 percentage points. This was pretty eye-popping to executives. 11/11/09, Alice Dunlap, abdunla@us.ibm.com in SIKM Leaders community discussion. © AlignConsulting www.alignconsultinginc.com 28
  • 29. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: