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  What is Knowledge
   Management?



Andrew Wall – United Utilities
Adrian Malone – Faithful+Gould
The APM Knowledge SIG

                 Judy Payne         Steve Simister          Andy Wall
                  Hemdean          Oxford Consulting      United Utilities




Adrian Malone            Martin Fisher           Katie Ball          Philip Pamment
Faithful+Gould              WRAP                   RBS               PRP Architects
Creative Commons



The remainder of this presentation is licensed under the Creative Commons
Attribution-ShareAlike 3.0 Unported License. To view a copy of this
license, visit http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to
Creative Commons, 444 Castro Street, Suite 900, Mountain
View, California, 94041, USA.




These slides are based on an original set prepared by Judy
Payne, Director, Hemdean Consulting
Creative Commons
Key Messages


•Knowledge is not the same as information.

•Knowledge can never be captured completely.

•Knowledge management must involve connecting people to
 people as well as connecting people to information.

•There is no one-size-fits-all recipe for effective knowledge
 management.
Your Experiences of Knowledge Management




   what tools and techniques do you use
   for managing knowledge?
What is Knowledge Management?
The deadliest sins of knowledge management
Lesson One
Be clear about what you
mean
Some Definitions
Explicit and tacit knowledge



                                      Explicit: knowledge that can
                                      readily be codified into words
                                      and numbers. Easy to share.
                                      Difficult to protect.




         Tacit: knowledge that is personal and
         difficult to express. What we don’t know
         we know. Difficult to share. The most
         valuable kind of knowledge.
Why Does This Matter?


Managing explicit knowledge            Managing tacit knowledge
Capture and codify as much as          Encourage people to connect,
you can. Share. Quite easy.            communicate and collaborate.
                                       Quite difficult.
Document management, processes, case   Communities of practice, conversations,
studies, lessons learned databases     apprenticeships
Working relationships




Relationship                     Motivating                                   Potential
                State of trust                  Outlook      Behaviour
    type                           force                                      outcomes

                   Highly        For the good                                Breakthrough
Collaborative                                    Synergy     Responsible
                  invested       of the whole                                 innovation

                                      For
                 Transaction      successful                                Preconceived
Co-operative                                    Win-Win        Willing
                   oriented         project                                   success
                                  outcomes

                Reluctant or                    Win within
 Competitive                     To look good                  Shrewd        Compromise
                 cautious                         rules

                                                Win at any
 Adversarial       Distrust      Not to lose                  Cut-throat    Unpredictable
                                                  cost

                                                                    Hattori and Lapidus, 2004
What happens if you don’t
make a distinction between
knowledge and information?
The Wheelbarrow Test
Knowledge and knowing


                 Things an individual        Things a group can
                 can express (eg             express (eg shared
      Explicit
                 concepts, rules,                stories, shared
                 equations)                               jargon)

                                    KNOWING
                                    (AS ACTION)


                                                       Shared
        Tacit
                 Individual skills,       understanding of ‘the
                 intuition, judgement,        way things work
                 etc                              around here’
                       Individual                  Group



                                         Cook and Brown, 1999
DIKW




                     Data does not create
          data       information; information does
                     not create knowledge and
                     knowledge does not create
       information   wisdom. People use their
                     knowledge to make sense of
                     data and information. People
       knowledge     create information that
                     represents their
                     knowledge, which can then be
        wisdom       more widely shared.
                                        Harold Jarche
A working definition of knowledge

Knowledge is a fluid mix of framed experience, values, contextual
information, and expert insight that provides a framework for evaluating
and incorporating new experiences and information. It originates and is
applied in the minds of knowers. In organisations, it often becomes
embedded not only in documents or repositories but also in organisational
routines, processes, practices and norms.




                                                Davenport and Prusak, 1998
Lesson Two
Remember both knowledge
stocks and knowledge flows
Knowledge flows




       Project        Individual




                                                       Profession



            Organisation



     Single project and organisation   Programmes, portfolios, profession, society…




                                                                               22
Do you focus on knowledge flows or
on knowledge stocks?
What helps knowledge to flow?


•Time, trust and territory (Miles, Snow and Miles)

•Hire smart people and let them talk to one another (Davenport and Prusak)

•Shared language

•Think of and acknowledge everyone as a knowledge worker



                                               It’s the
                                         environment, stupi
                                                   d!
Tools and techniques for knowledge flow
Hierarchies and Networks


          Hierarchies                      Networks




 •Relationships mandated         •Relationships voluntary
 •Top-down control               •Emergent, bottom-up
 •Good for sharing information   •Good for collaboration,
  and managing explicit           knowledge-sharing, and
  knowledge                       learning
 •Tend to be formal              •Tend to be informal
 •Managed ‘traditionally’        •Managed by letting go
Communities and Teams


 Communities of practice          Teams

 •Long-term development of        •Focus on specific time-bound
  knowledge                        deliverables
 •Leaders establish               •Leaders have authority over
  direction, connect members       members
  and facilitate discussions
 •Seek to expand the resources    •Consult peers and experts for
  and experts available to         help with specific, known
  individuals                      problems
 •Knowledge stewardship with a    •Focus on a given problem – no
  view to solving problems that    ongoing responsibility for
  have not yet been discovered     developing knowledge


                                            McDermott and Archibald, 2010
Putting It Together

Hierarchies AND networks
Some Key Principals


•Knowing is a human capability. Knowledge itself can’t be managed

•Collaboration is a pre-requisite for knowledge creation and sharing

•Collaboration is voluntary

•What we can do is create the right environment and provide
 appropriate tools for people to collaborate and to create and share
 knowledge.
Stocks and flows




                   With thanks to Chris Collison for the butterflies metaphor
Final Thoughts
Why Knowledge Management Matters

Why collaboration and knowledge are important
Economic era      Standardisation   Customisation      Innovation
Meta-capability   Coordination      Delegation         Collaboration
Business model Market               Market             Market
               penetration          segmentation       exploration
Growth driver     Learning-curve    Know-how           Entrepreneurial
                  gains and scale   transfer to new    empowerment
                  Economies         markets
Organisational    Functional        Divisional,        Alliances, spin-
model                               matrix, and        offs, and
                                    network            federations
Key asset         Tangible assets   Information        Knowledge


                                                      Miles, Snow and Miles, 2000
KM in Project Environments

Knowledge and projects
Knowledge is the most valuable of an organisation's
intangible assets. Organisations exist to create, integrate
and transform knowledge into goods and services.

Projects create a 'portal' through which the knowledge of
single or multiple organisations can be accessed and
transformed.

Project-based working in its various forms provides a fast and
flexible means of organising knowledge resources.


                             Kogut and Zander 1992; Lampel et al 2008; Sydow et al 2004
Future Events


 Tuesday 14th May 2013. Birmingham 18:00-20:30

 Where does information management end, and knowledge
 management begin?




 Tuesday 25th June 2013. Warrington 12:00 -18:00

 Managing knowledge in a project environment (TBC).

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Knowledge Management

  • 1. Insert your image in the master slide What is Knowledge Management? Andrew Wall – United Utilities Adrian Malone – Faithful+Gould
  • 2. The APM Knowledge SIG Judy Payne Steve Simister Andy Wall Hemdean Oxford Consulting United Utilities Adrian Malone Martin Fisher Katie Ball Philip Pamment Faithful+Gould WRAP RBS PRP Architects
  • 3. Creative Commons The remainder of this presentation is licensed under the Creative Commons Attribution-ShareAlike 3.0 Unported License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA. These slides are based on an original set prepared by Judy Payne, Director, Hemdean Consulting
  • 5. Key Messages •Knowledge is not the same as information. •Knowledge can never be captured completely. •Knowledge management must involve connecting people to people as well as connecting people to information. •There is no one-size-fits-all recipe for effective knowledge management.
  • 6.
  • 7. Your Experiences of Knowledge Management what tools and techniques do you use for managing knowledge?
  • 8. What is Knowledge Management?
  • 9. The deadliest sins of knowledge management
  • 10. Lesson One Be clear about what you mean
  • 12. Explicit and tacit knowledge Explicit: knowledge that can readily be codified into words and numbers. Easy to share. Difficult to protect. Tacit: knowledge that is personal and difficult to express. What we don’t know we know. Difficult to share. The most valuable kind of knowledge.
  • 13. Why Does This Matter? Managing explicit knowledge Managing tacit knowledge Capture and codify as much as Encourage people to connect, you can. Share. Quite easy. communicate and collaborate. Quite difficult. Document management, processes, case Communities of practice, conversations, studies, lessons learned databases apprenticeships
  • 14. Working relationships Relationship Motivating Potential State of trust Outlook Behaviour type force outcomes Highly For the good Breakthrough Collaborative Synergy Responsible invested of the whole innovation For Transaction successful Preconceived Co-operative Win-Win Willing oriented project success outcomes Reluctant or Win within Competitive To look good Shrewd Compromise cautious rules Win at any Adversarial Distrust Not to lose Cut-throat Unpredictable cost Hattori and Lapidus, 2004
  • 15. What happens if you don’t make a distinction between knowledge and information?
  • 17. Knowledge and knowing Things an individual Things a group can can express (eg express (eg shared Explicit concepts, rules, stories, shared equations) jargon) KNOWING (AS ACTION) Shared Tacit Individual skills, understanding of ‘the intuition, judgement, way things work etc around here’ Individual Group Cook and Brown, 1999
  • 18. DIKW Data does not create data information; information does not create knowledge and knowledge does not create information wisdom. People use their knowledge to make sense of data and information. People knowledge create information that represents their knowledge, which can then be wisdom more widely shared. Harold Jarche
  • 19. A working definition of knowledge Knowledge is a fluid mix of framed experience, values, contextual information, and expert insight that provides a framework for evaluating and incorporating new experiences and information. It originates and is applied in the minds of knowers. In organisations, it often becomes embedded not only in documents or repositories but also in organisational routines, processes, practices and norms. Davenport and Prusak, 1998
  • 20. Lesson Two Remember both knowledge stocks and knowledge flows
  • 21. Knowledge flows Project Individual Profession Organisation Single project and organisation Programmes, portfolios, profession, society… 22
  • 22. Do you focus on knowledge flows or on knowledge stocks?
  • 23. What helps knowledge to flow? •Time, trust and territory (Miles, Snow and Miles) •Hire smart people and let them talk to one another (Davenport and Prusak) •Shared language •Think of and acknowledge everyone as a knowledge worker It’s the environment, stupi d!
  • 24. Tools and techniques for knowledge flow
  • 25. Hierarchies and Networks Hierarchies Networks •Relationships mandated •Relationships voluntary •Top-down control •Emergent, bottom-up •Good for sharing information •Good for collaboration, and managing explicit knowledge-sharing, and knowledge learning •Tend to be formal •Tend to be informal •Managed ‘traditionally’ •Managed by letting go
  • 26. Communities and Teams Communities of practice Teams •Long-term development of •Focus on specific time-bound knowledge deliverables •Leaders establish •Leaders have authority over direction, connect members members and facilitate discussions •Seek to expand the resources •Consult peers and experts for and experts available to help with specific, known individuals problems •Knowledge stewardship with a •Focus on a given problem – no view to solving problems that ongoing responsibility for have not yet been discovered developing knowledge McDermott and Archibald, 2010
  • 28. Some Key Principals •Knowing is a human capability. Knowledge itself can’t be managed •Collaboration is a pre-requisite for knowledge creation and sharing •Collaboration is voluntary •What we can do is create the right environment and provide appropriate tools for people to collaborate and to create and share knowledge.
  • 29. Stocks and flows With thanks to Chris Collison for the butterflies metaphor
  • 31. Why Knowledge Management Matters Why collaboration and knowledge are important Economic era Standardisation Customisation Innovation Meta-capability Coordination Delegation Collaboration Business model Market Market Market penetration segmentation exploration Growth driver Learning-curve Know-how Entrepreneurial gains and scale transfer to new empowerment Economies markets Organisational Functional Divisional, Alliances, spin- model matrix, and offs, and network federations Key asset Tangible assets Information Knowledge Miles, Snow and Miles, 2000
  • 32. KM in Project Environments Knowledge and projects Knowledge is the most valuable of an organisation's intangible assets. Organisations exist to create, integrate and transform knowledge into goods and services. Projects create a 'portal' through which the knowledge of single or multiple organisations can be accessed and transformed. Project-based working in its various forms provides a fast and flexible means of organising knowledge resources. Kogut and Zander 1992; Lampel et al 2008; Sydow et al 2004
  • 33. Future Events Tuesday 14th May 2013. Birmingham 18:00-20:30 Where does information management end, and knowledge management begin? Tuesday 25th June 2013. Warrington 12:00 -18:00 Managing knowledge in a project environment (TBC).

Notes de l'éditeur

  1. This might seem like an odd way to start a presentation, but…What it meansWhat’s your organisation’s position on IP in presentations?
  2. There are more slides in this pack than I have time to present – this is intentional. When you view the full pack you will see that some of the “Errors” towards the end have very little or no content attached – I hope you will take forward the spirit of creative commons and as a community and collaboratively we can create a resource pack for the Project Management community on knowledge management.
  3. No? What’s the difference then?But what about my lessons learned database?Oh dear. So why are we here?
  4. THIS SESSION IS INTERACTIVE
  5. Shout out. Write on flip chart. Delegates give each one marks out of 10 for effectiveness.Come back to these later and see whether your ideas have changed.
  6. Session loosely structured around the Eleven deadliest sins of KM, an article published in 1998. The scary thing is that a lot of the errors described in the article are still made. Handouts on tables. Not going to cover all of them. Get through as many as we can.
  7. The most important error, and the cause of all the others.
  8. What is knowledge? How does it differ from information? What is information? What is data? What is the relationship between them? Not a trick question. More of a philosophical one. There is no right answer. Which is why it’s important to have a working definition of knowledge.One of the reasons for the confusion between information and knowledge is that there are different types of knowledge.
  9. The most common (and useful) way of classifying knowledge.Once explicit knowledge has been codified, it isn’t really knowledge any more – it is a representation of the author’s knowledge, but it is information. If someone writes a book, the reader has to apply their own knowledge to make sense of it. And different readers will probably interpret it in different ways. Tacit knowledge – how do you recognise a known face in a crowd?
  10. If you don’t have a working definition of knowledge? Shout out.Suggestions: you invest all of your effort in capturing lessons learned and then find they are not being re-used; you choose the wrong intervention - for example issuing a user-guide when a seminar or on the floor coaching would have been more effective, you miss the opportunity to innovate
  11. If knowledge can be managed then it must be a ‘thing’ – something you can get hold of. If that was true then you could put knowledge in a wheelbarrow. Of course you cannot do this. You could put some brains in a wheelbarrow but that would not be the same thing (and you would probably attract the attention of the authorities!) You could put some people into a wheelbarrow but you would still not have knowledge – unless of course they started talking to eachother.
  12. If knowledge is treated as information, no surprise that it is treated as objects that can be captured and stored – usually in databases. Organisations need to manage data and information in this way – but it isn’t managing knowledge. It’s managing representations of explicit knowledge, the tip of the knowledge iceberg. And missing out much of the valuable part of the iceberg.
  13. An imaginary conversation I had with you while I was preparing this presentation.The point here is that transmitting knowledge isn’t enough. Us telling you about KM doesn’t mean knowledge is flowing. For knowledge to flow, you have to understand what we mean, make sense of it, make sense of it using your existing knowledge about KM and your project, your organisation, whatever... And then you have to use it, otherwise it is of little value to you.Also, none of what I’m saying is new...(which is, incidentally, why this presentation is licensed under Creative Commons)(and, also incidentally, this is the difference between teaching and learning)So how do we make knowledge flow?
  14. Also called knowledge transfer.These are some of the flows we are concerned with – first the simple case of a single project in a single organisation, showing the connections between individuals, the project and the organisation. Even in this simple case there are 12 knowledge flows.And of course it's not that simple… (second diagram) The concept applies equally to programmes and portfolios, and to the project management profession – the diagram on the right is a simplification of this. Knowledge also has to flow between projects and organisations – and I've added the concept of the knowledge of the profession. This is where APM comes in.Final point – there has been much discussion on LinkedIn about Lessons Learned – probably the best-known knowledge process amongst project professionals. Lessons Learned is essentially a knowledge or information flow from an individual to a project or an organisation. You can see from these diagrams that this is just one small part of the overall picture.Knowledge sharing is messy. All the elements in these diagrams influence and are influenced by each other.
  15. Return to KM tools and techniques on flip chart. Pick a few and ask how they are used in practice. Where knowledge is ‘captured’, how do you know whether it has been understood? Or even accessed?
  16. These are general
  17. But how do you know which ones to use? No decision tree. Complicated or complex? It’s not the tools and techniques that are important, it’s the environment they are used in. The tools just help reinforce the environment.
  18. With touch points between the two – eg CoPs (networks) sponsored by people in the hierarchy
  19. Another way of thinking about stocks and flows. Which would you rather have?
  20. AndyA reminder of why knowledge is important…