This insightful Webinar being held on Wednesday, April 17th at 2:00 PM EST, will cover the KM strategy, techniques, best practices and application of KM necessary for research institutions to innovate more effectively and shorten the time to bring new products to market. 5 Key Take-Aways: KM Research Strategy Tips and Techniques for Knowledge Sharing Tips and Techniques to Stimulate Innovation Tips, Techniques and Tools for Capturing, Cataloging and Reusing Research Specific Knowledge (Tacit and Explicit) Specific KM Initiatives to Get Quickly Started Using KM in Your Research Efforts Who Should Attend: Research Analyst, Principle Investigators, Research Managers, Scientist Research Professors, Personnel actively (or will be) involved in research initiatives.

1. Knowledge Management for
Research Institutions
Live Webinar Wednesday, April 17th at 2:00 PM EST
Presented by Dr. Anthony Rhem
Brought to you by Principal Investigators Association
Company
LOGO

2. Meet Your Presenter:
Dr. Anthony J Rhem, PhD is an Information Systems professional with thirty
(30) years of experience and since 1990 has served as President/Principle
Consultant of A.J. Rhem & Associates, Inc. a privately held consulting firm
focusing on Knowledge Management, Information Systems Integration and
Training located in Chicago, Illinois. As a Principle Investigator (researcher) Dr.
Rhem has been awarded a SBIR phase I grant and has participated in several
research projects playing an integral role in successfully commercializing
software methodologies, and software products.
As a Knowledge Management (KM) consultant Dr. Rhem has worked with
fortune 500 corporations in retail, insurance, communications, financial, and the
military (US Army and US Air Force) in implementing Knowledge Management
programs, policies and solutions. As a KM Instructor for the Knowledge
Management Institute, Dr. Rhem has trained hundreds of personnel across
many commercial, government and military agencies in the principles, practice
and application of KM. As a professor at the Knowledge Systems Institute (KSI)
Dr. Rhem has designed a series of Knowledge Management courses and
delivered instruction within KSI’s Computer Science Masters program.
In addition Dr. Rhem currently serves as the Director of Research Programs at
the Knowledge Systems Institute and serves as a member of the National
Science Foundation SBIR (Small Business Innovative Research) Review Panel.
Dr. Rhem is an active presenter at KM conferences, and continues to write
articles, books and converse in KM through his blog (The Knowledge
Management Depot).
2

3. Overview
 Overview: Research Institutions are critical to
innovation and new product creation. The speed to
market for new products are essential to stay ahead
of your competitors. Knowledge Management (KM)
plays a central role not only from the perspective of
innovation by knowing what has been done and/or
what is being done in other areas of research that
can be utilized, but also from the collaboration and
knowledge sharing among researchers contributing
to when new products are available to the market.

4. Objectives
• Research institutions and departments utilizing
KM effectively will have an advantage over their
competitors not utilizing KM by getting their
products to market quicker, increasing the level of
innovation at their organizations, and establishing
an environment of empowerment for research
professionals. The objective of this webinar is to
equip research professionals with the necessary
strategy, along with tips and techniques, that will
foster collaboration and accelerate innovation.
4

5. 5 Key Take-Aways from this Webinar
1. KM Research Strategy
2. Tips & Techniques for Knowledge Sharing
3. Tips & Techniques to Stimulate Innovation
Discussions
4. Tips, Techniques, & Tools for Capturing,
Cataloging and Reusing Research Specific
Knowledge (tacit and explicit)
5. Specific Initiatives to get Quickly Started using
KM in Your Research Efforts
5

6. Attend the Live Webinar
Wednesday, April 17th at 2:00 PM EST
Only $129
•Attend the 60 minute Live Webinar
•Receive a Free Recording of the Webinar
•Unlimited listeners – Invite your colleagues to join you
•Live Q&A Session
Click Here To Order
or Call us at 1-800-303-0129
Learn More About this Webinar
6

7. Agenda
• The Case for Knowledge Management
• Developing Your KM Research Strategy
• Knowledge Sharing Techniques
• Innovation Techniques
• Tools to Facilitate Your KM Research Strategy
• Getting Started Executing KM Research Strategy
• Key Benefits KM will Bring to Your Research
Department/ Institution
• Frequently Asked Questions (FAQ’s)
7

8. The Case for Knowledge
Management

9. The Case for Knowledge Management
(KM)
In order to bring KM into Your Research Department or
Institution you must present a Case for KM by identifying
problem or problems KM will address, such as:
• Duplication of effort
• Not having the right team in place to perform the
research
• Always reinventing or starting from “square one”
• Difficulty locating current and/or historical corporate
information/knowledge on a specific topic
• Expertise leaving the organization creating a
knowledge gap
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10. Aligning KM to address a specific problem:
Problem KM Initiative
Duplication of effort Creating a Knowledge Map of Key
Knowledge Holders and their research
Not having the right team in place to Expertise Locator to align the expertise
perform the research to the research effort
Always reinventing or starting from Knowledge Repository (along with K-
“square one” Map) contains research specific content
& Knowledge
Difficulty locating current and/or historical Knowledge Repository contains research
corporate information/knowledge on a specific content & Knowledge
specific topic
Expertise leaving the organization Knowledge Base containing specific
creating a knowledge Gap content align w/Knowledge Holder
10

11. Developing Your KM
Research Strategy

12. Components of a KM Research Strategy
Executive Summary
This section briefly tells your reader where your company is, where
you want to take it, and why your implementing Knowledge
Management. The executive summary should highlight the strengths of
your overall plan and therefore be the last section you write.
KM Vision Statement
The KM vision statement takes into account the current status of the
organization, and serves to point the direction of where KM in the
organization wishes to go. As a means of setting a central goal that the
organization will aspire to reach, the vision statement helps to provide
a focus for the mission.
KM Mission Statement
The KM mission statement serves as a guide to the actions of the
organization as it pertains to KM, spell out its overall goal, provide a
path, and guide decision-making. It provides "the framework or
context within which the company's KM Strategy is formulated and aligns with
the KM vision (Note: the KM Vision and Mission are often combined).
12

13. Components of a KM Research Strategy
Current KM Environment (Include if one exists)
This section details the current knowledge environment. Any
knowledge management activities and experience will be detailed here.
This section will also outline any benefits that have been gained and
how they can be built upon or leverage in future initiatives.
Challenges and Knowledge Needs
The key issues and knowledge needs of the organization will be
summarized here and will include any knowledge resources, processes
and tools that will be needed to effectively execute the knowledge
management strategy.
Strategy Details and Key Initiatives
The key activities to implement the Knowledge Management Strategy
(Knowledge Capture, Knowledge Transfer, Knowledge Sharing,
Innovation Strategies/Initiatives)
13

14. Components of a KM Research Strategy
Dependencies
This section will detail critical dependencies such as the availability of key
personnel, approval of budgets, and available technologies to the knowledge
management strategy. This section will also analyze the of not executing the
knowledge management strategy at all.
On-going Knowledge Management
On-going support includes:
• Identifying the key knowledge holders within the organization
• Creating an environment which motivates researchers to share
• Creating opportunities and utilizing tools to harvest knowledge
• Creating opportunities to foster Innovation
• Designing mechanisms for governance and maintainability of knowledge
• Measuring the effects of executing the research knowledge strategy
14

15. Components of a KM Research Strategy
Establish a Central Knowledge Management Office
The Central Knowledge Management Office (CKMO) comprised of
Senior Management and Core Team members and is the vehicle for
implementing and keeping under review the KM Program and on-
going KM initiatives that will be championed by the organization.
Tools
This section details the tools and how they will be utilized to deliver
on the Knowledge Management Research Strategy.
15

16. KM Research Strategy
Initiatives
Knowledge Sharing

17. Attend the Live Webinar
Wednesday, April 17th at 2:00 PM EST
Only $129
•Attend the 60 minute Live Webinar
•Receive a Free Recording of the Webinar
•Unlimited listeners – Invite your colleagues to join you
•Live Q&A Session
Click Here To Order
or Call us at 1-800-303-0129
Learn More About this Webinar
17

18. Knowledge Sharing Techniques
Knowledge Sharing is an essential part of the KM
Research Strategy.
The following represents Techniques for Knowledge Sharing:
• Conducting After Action Reviews (Capturing Lessons
Learned)
• Identifying/Participating in Communities of Practice
• Incentify Research Staff to Share What They Know
• Work in Collaborative Settings
18

19. Knowledge Sharing Techniques
- After Action Review
An After Action Review (AAR) is a facilitated session
conducted with a team or group after completion of a piece of
work or project. The objective of an AAR is to capture the new
knowledge of the team.
An AAR:

Makes learning conscious and explicit

Identifies valuable lessons that may be
helpful to future teams

Enhances team openness and
cooperation

Allows closure at the end of the project

20. Knowledge Sharing Techniques
-Communities of Practice
Communities of Practice (CoP) - are groups of people who
share a common interest in a particular domain area, and who
interact regularly to learn how to do it better.
A CoP:

Can exist online via discussion boards,
wiki’s, news groups or in real life via meetups
or other group settings

CoPs consist first and foremost of
practitioners; specialists who perform the
same job or collaborate on a shared task.
 CoPs often form spontaneously, driven by
the need of the members for operational
knowledge.

CoPs are also deliberately encouraged
where it is known there is a need for
knowledge transfer

21. Knowledge Sharing Techniques Communities of Practice

22. KM Research Strategy
Initiatives That
Stimulate Innovation

23. Innovation Techniques
Having initiatives that stimulate Innovation is another key
ingredient of the KM Research Strategy.
The following represents Techniques to Stimulate
Innovation:
• Conducting Knowledge Café
• Creating Collaborative Work Spaces
• Conduct Root Cause Analysis Sessions
• Create opportunities for Brainstorming
• Practice Problem Finding
• Participate/Attend Industry trade shows, Conferences, Product
presentations, Book signings
23

24. Innovation Techniques – Knowledge
Cafe
Knowledge Cafés is a term used for group sessions where a
number of people (from a small number to several hundred) are
assembled to discuss implications of some topic that affects them
and their organization.
Typically, the knowledge café is conducted by presenting the topic
and its background to the group. This presentation is followed by
brief (5-15 minutes) discussions small groups
(five or fewer persons) of the implications and what they may
mean for the participants.
The groups are then scrambled and discussions are repeated –
often for four or five cycles before summaries are collected.
24

25. Innovation Techniques – Knowledge Café Benefits
Knowledge Café’s solicit input and obtain buy-in for a new
product, project or initiative, as a stimulus to innovation:
Knowledge Cafes connect people to people; people to
ideas and ideas to ideas; they challenge people to reflect
on their thinking; surface new ideas and make new
connections
Breaks down organizational silos
Encourage knowledge sharing
and the creation of a knowledge
sharing culture
25

26. Innovation Techniques – Problem Finding
Practice problem FINDING. Wherever you are now, list
twelve problems — big or small — you are experiencing.
Did you discover a NEW problem you or your office
colleagues never noticed?
If not, List twelve more. Any NEW problem? Keep going
until you find a problem no one had seen before.
Voila!
The solution to that new problem can be an innovation
26

27. Tools to Facilitate Your
KM Research Strategy

28. Tools to Facilitate Your KM Research
Strategy – Knowledge Map
Knowledge Map is
• A Knowledge Map is a graphic
representation of interconnected
information
• Organized knowledge involves large
bodies of interconnected facts. A
Knowledge Map is useful for organizing
related information in a structured
manner that facilitates comprehension by
showing the connections between the
information pieces.
28

29. Tools to Facilitate Your KM Research
Strategy – Knowledge Repository
Knowledge Portal/Repository
• A knowledge portal/repository is technology
used to capture, catalog, store and retrieve
content and knowledge
• A knowledge portal/repository provides
organizations with a rich and complex shared
information workspace for the generation,
exchange, and use/reuse of knowledge
29

30. The Knowledge in the Portal/Repository
Explicit Notes
& Tacit Ideas
Work Files
Thousands
of ‘Articles!
Tacit Knowledge
“Experience” Research Reports

31. Knowledge From
Research Projects
Lessons Learned
Lessons Learned
Best Practices
Best Practices
Design
Design
Research
Research
Planning &
Planning & Plan
Plan
Control
Control Discoveries
Discoveries
Reporting &
Reporting & Knowledge In Projects
Evaluation
Evaluation
Data
Data
Skill
Skill
Collection
Collection Meeting
Meeting
Mgmt.
Mgmt.
Repository
Repository
Knowledge About
Research Projects Metrics/
Metrics/
Subject
Control
Control Methods &
Methods &
Team Templates
Templates
Outcomes

32. Attend the Live Webinar
Wednesday, April 17th at 2:00 PM EST
Only $129
•Attend the 60 minute Live Webinar
•Receive a Free Recording of the Webinar
•Unlimited listeners – Invite your colleagues to join you
•Live Q&A Session
Click Here To Order
or Call us at 1-800-303-0129
Learn More About this Webinar
32

33. Tools to Facilitate Your KM Research Strategy –
Staff Knowledgebase
Research Staff Knowledgebase
• Similar to a knowledge repository, a research
staff knowledgebase is a collection of role
specific knowledge.
• This Knowledge includes tips, techniques,
procedures, guidelines and work products
related to performing activities and tasks for a
specific role (i.e., Research Administrator,
Research Analyst, Research Technician)
33

34. Instituting the KM
Research Strategy

35. Getting Started Instituting the KM Research Strategy
To get started instituting the KM Research
Strategy follow these guidelines:
• Get Executive Buy In
• Align KM Research Strategy with the Enterprise KM
Strategy and Organizational Strategy
• To begin the adoption process execute No or Low
Budget KM
• Conduct the Knowledge Audit (First Major Initiative)
• Construct an (Interactive) Knowledge Map (Outcome of
the K Audit)
35

36. No or Low Budget KM
 Class or Conference Attendance
 Meetings – Decisions and knowledge
transfer
 Innovation Techniques – Knowledge Cafe
 Informational Brown Bags - Lunch & Learn
 After Action Reviews and Lessons Learned
 Training – Mentoring & Cross Training,
e-Learning
 Knowledge Sharing – Alerts, Org
Awareness, Quick Tips

37. Conducting the Knowledge Audit
 The knowledge audit is the first major step of a
knowledge management initiative. It’s used to
provide a sound investigation into the company or
organization’s knowledge ‘health’.
 A knowledge audit looks at problems and puts
the information in the context of the problem. The
reason a knowledge audit is so vital is because it
gives an organization a comprehensive picture of
its strengths and weakness, allowing it to focus its
efforts in the right direction.
37

38. KM Benefits

39. Key Benefits KM will Bring to Your
Research Department/ Institution
Key Benefits Include:
• A Clear Direction and Focused Plan
• Increase Collaboration through Knowledge Sharing
• Increase Innovation through “Problem Finding” and
interactive innovation sessions utilizing Knowledge
Café’s
• An understanding of What Research has been done,
what is currently being done, who are the key
knowledge holders and experience level of your
research staff
39

40. Questions…………
LIVE Question & Answer Session During the Webinar
Live 60-Minute Webinar
on Wednesday, April
17th at 2:00 PM EST
Only $129
•Attend the Live Webinar
•Receive a Free Recording of the Webinar
•Unlimited listeners – Invite your colleagues to listen in with you!
•Live Q&A Session
Click Here To Order this Upcoming Webinar
or Call 1-800-303-0129
Learn More About this Webinar
40

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