Knowledge transfer


Minecraft is a phenomenon.  It has around 40 million paying players worldwide, and probably tens of millions more when you count those using free or pirated versions of the game. Merchandise bearing its logos – hoodies, wallets, necklaces – can be found wherever computer game spin-offs are sold. Its Swedish creator, Markus ‘Notch’ Persson, is rapidly becoming the kind of celebrity who needs a bodyguard for public events.

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If you’re not one of the 40 million enthusiasts, Minecraft is a popular online “survival” or “sandbox” game that puts players in a randomly-generated world where theycan create their own structures and contraptions – It’s often compared to a kind of infinite virtual Lego set, which can be played in creative mode, alone or socially, or in  survival mode, where the players have to defend themselves against attacks from various creatures.

Gaming website G4 describes it in an interesting way, which caught my eye.

“In a way, Minecraft is the exact opposite of most games out there. The focus is on exploration, not accomplishment. You can dig all day and find some gold, but the game isn’t going to reward you with anything but some gold. The presentation is secondary to the gameplay itself — your imagination fills in the blanks as opposed to an army of highly paid texture artists.  Minecraft doesn’t lead you through the same experience every other gamer has.  What you get is yours alone.”

Hold that thought, whilst we swap the world of Minecraft for the world of knowledge management.

I’m just finishing an assignment working with one of the largest construction programmes in the UK, advising and helping them with their approach to knowledge and learning.   It’s one of those times when there is no  immediate “customer” for the knowledge – to there is nobody to request a peer assist, hear a set of stories or receive a baton.  In this case, it’s collect rather than connect.

Here are the steps we’re taking together.

  • We designed some good open questions and a relaxed interviewing approach to elicit stories, examples, the basis for decisions, rules of thumb, documents, references and further contacts.
  • The interviews were framed a chance to send a “message to the future”, which helped gave a forward momentum and practical edge to the advice and examples.
  • Each interview was recorded and fully transcribed.
  • The interviewees concluded each session by providing a short video of their message to the future and top recommendations.  The most effective ones explained their points on a flipchart whilst on camera.

That gives us a significant resource of half-a million words, hundreds of recommendations, stories and examples, documents and connections to individuals.

The trick now is to avoid the temptation to weave everything together into a single version of the truth, complete with ten commandment top tips and a clearly defined path which leads the learner.  Instead, we need to take a leaf (block?) out of Minecraft’s book  and create a resource for which the focus is on exploration.

That will be the best way to serve a future team with as yet unknown knowledge needs – to help them find some gold.

Golditm

I’ve been looking back on the highlights of the past year, and previous years, and it’s got me reflecting on the power of making KM engaging, fun and tangible in some way.

Back in 2010, I wrote about KM Top Trumps, and how I used them with a group of business improvement professionals to help them get to grips with the breadth of KM tools and techniques available.  I still use these today with groups.

Two happy memories from the past year:

Social Network Mapping with the UN in Ethiopia. 

For several years now I have worked with the United Nations System Staff College on a KM leadership programme.  This year saw me out in Ethiopia working with representatives from across the continent.  Communities, Networks and Networking featured heavily in one particular module, and having contrasted the sharing and networking habits of birds, bees and sheep, we engaged in a practical Network Analysis exercise which brought the room to its feet, and put smile on every face.

Each participant was given 5 coloured ribbons and asked to give one end to another colleague – the different colours indicated different relationships:  for example: – Who have you known the longest?  Who would you ask for technical advice? Who would you share an innovative idea with first?

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Energy levels rose instantly, accompanied by smiles and laughter.

Once each ribbon had been shared, the group carefully lowered them to the floor and stepped out of the web, replacing themselves with their placenames from the tables.

As a group, we could then stand around the pattern and discuss what it told us about the relationships, collaboration and knowledge flow.

Snakes and Leaders – a creative way to explore the first 100 days of a community of practice.

Syngenta have been a client for a number of years now, and have been looking for new ways to up-skill the core teams of their networks, especially in the early stages of growth.

We worked together to document the ups and downs of network development during the first critical 100 days, and created a familiar-yet-different board game which embedded these critical moments, with one or two additional twists and turns. Creating the game together, and tailoring the rules for different parts of the business caused us to think critically about the non-negotiables and key principles of networks; probably one of the most enjoyable codification exercises I’ve been involved with. Thank you Syngenta!

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I’m looking forward to hearing how the game has gone down (or up!) this year.

How the Beatles Share Knowledge!

I’m currently co-facilitating a series of consortium meetings with my friend and colleague Elizabeth Lank  for six leading organisations, all well known and well-respected for their KM capability.

One of the more light-hearted activities in preparation for the next meeting is for each of the participants to select a suitable “track to share knowledge by”, which has generated some fascinating insights, as well as providing us with a background soundtrack for some of the activities we have planned.

One band which cropped up repeatedly was the Beatles, which got me thinking, and digging through my own collection of Beatles singles – and I thought I’d share the outcome here (there and everywhere…)

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This is of my favourite exhibits at the Tate Modern Gallery in London, sculpted (if that’s the right word) by Giuseppe Penone. Here’s a summary from the description:

Out of processed planks of timber the ancient technique of carving draws out the shape of a tree, wood removed ring by ring until twelve metres of tree – bottom to top and top to bottom – is exposed within two sawn pieces of wood, initially intended for construction.
Sculpture is engaged in a reconstruction through deconstruction, a turning back of the clock, pulling back to reveal the raw within the contained.

I love this work because it speaks to me of the stories which lie within. It says that with careful skill, the layers of what looks on the surface to be an unremarkable object can be peeled away to reveal years of history, detail and in this case beauty.  In the case of the tree on the left– it revealed truth that the world was actually the other way up!

If you’re anything like me, there will have been times when you have looked through the write-up of a post-project review, or lessons learned summary, and wanted to ask questions of the document in your hand, or on your screen.   And when we try to ask a document a question, it will always be a one-sided conversation!

Asking the right questions is the core activity for anyone facilitating a learning review.

Naturally it’s better to learn whilst doing, rather than try to get a team to remember at the end of a significant project (and not post-rationalise events!) – but all too often you are confronted with a “learning after doing” scenario.  So how do you make the best of that situation? So what types of questions should we consider?  Here are 20+ questions and some techniques which I find helpful.

Questions to establish the facts and re-set the context.

  • Can anyone talk me through the original plan and objectives of the project?
  • Did these change over time?  (When, How, Why?)
  • Who was responsible for this task, and did this responsibility change? (Why, How, Who?)
  • How well did the project achieve its aims?
  • What were the areas of deviation from the plan, and what were the reasons?

Questions to surface the notable high and low spots.

  • Think back over each phase of the project: What did the team do well during this time?
  • What was the most professionally satisfying part of the project for you?
  • What should have gone better?
  • What were the most frustrating parts of the project?
  • Were there any early warning signs which we should have spotted? What should we look out for in future?
  • If you could wave a magic wand and change anything about the project, what would you change?
  • If you had to give a mark out of 10 for the project outcome/output – what would that be? What would make that a 10?
  • If you had to give a mark out of 10 for the project process – what would that be? What would make that a 10?
  • How many marks of 10 would your customers/contractors give it?
  • Consider the Emotional Rollercoaster as a technique.
  • Michael Greer’s PM Resources article has a number of more specific questions for design and implementation phases.

Questions to dig deeper

  • Why?  The 5-why’s technique is a very powerful way of peeling away the layers and getting closer to the root, but try not to be too mechanical about it! There’s more than one way to ask “why” to make it sound less like an inquisition –  for example:
    •  “What makes you say that?”,
    • “What led you to that decision?”,
    • “Why do you think that might be?”,
    • “Was there a reason for that?”…
  • Can you give me an example of that?
  • Can you share a story which illustrates this? (Capture these on video/audio if possible.)

Questions to construct advice, recommendations or principles for the next team.

  • What would you say to a colleague about to start the same kind of project, to help them repeat your success?
  • Imagine you were having a drink with a close friend, and they mentioned that they were about to take a similar approach to the one you took – what advice would you give them to help them avoid the pitfalls you encountered?  Specifically, what should they do or not do?
  • If you could go back in time to the start of this project and shout something in your ear, what three pieces of advice would you give yourself

Questions for de-risking discussions about failure. (Works best with multiple projects represented.)

  • Imagine for a minute you were writing a guide on how to screw up projects of this type – what would your top tips be?

 

The truth is in there, if we can ask the right questions…

Young Tree Carved Inside Old Tree

In the last few posts we’ve been exploring what’s wrong with the way we position “lessons learned”.  In part one, we looked at the passive problem of people’s tendency to focus on the lessons rather than the activity of learning.  In part two, we looked at the negative associations of the term ‘lessons’, and the impact that this can have.

In part three, I want to look at the problem of ambiguity.

The label “lessons learned” trips off the tongue easily, but that doesn’t mean that everybody hears it in the same way. Learning appears in more than one place on an learning loop, so there is plenty of room here for confusion. It can be an output, an input, or an agent of change.
Here is one, very simple question you can ask to check whats going on in your lessons learned process.

Who is learning?

Here are potential three recipients of the learning – let’s imagine we give a badge of recognition in each case:


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It could be person or team who had the experience, who completed the activity and then reflected upon it.

In this case, learning is an output.


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It could be a function or department who learn from a team’s experience and make a change to a process, policy, standard or working practice –  thereby reducing the risk or improving the prospects for everyone who follows. In this case, learning is an agent of change to the structural capital of the organisation. It becomes an embedded inheritance for all who follow.


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It could be another team about to commence a new activity who are learning from the experience of a previous team. In this case, learning is an input. This input could proactively pushed to another team, or pulled by the new team, through a peer assist, for example.


It’s important to recognise that all of of these are valid and desirable outcomes , or there’s a danger that we allow learning from lessons to be a slightly self-indulgent team huddle.  Worse still, we focus on building the library of lessons rather than actioning the change that the learning should produce, see my earlier shaggy dog story about selling a BMW.

MAKE award winners ConocoPhillips and Syngenta both recognise the need to lubricate all parts of the learning and sharing cycle with appropriate senior recognition.

ConocoPhillips have their 4G awards:  Give (sharing knowledge), Grab (applying someone else’s knowledge), Gather (consolidating knowledge), Guts (sharing learning from failure).

Agri-business Syngenta loved this, and created their own TREE awards along very similar lines:  Transfer, Re-use, Embed and [share a difficult] Experience.

In each case, senior leaders are involved in judging and celebrating the best examples of these essential behaviours, and the teams or individuals concerned receive a physical recognition award.  It’s very clear who is learning, who is sharing, what is improving and where the value is – all of which is the best antidote for ambiguity.

Syngenta TREE award

Syngenta TREE award

Earlier this month I took my family to visit Highclere Castle in Berkshire.  It is beautiful Victorian Castle set in 1000 acres of parkland, and is home to the Earl and Countess of Carnarvon. It is best known though, for its role in the TV period drama Downton Abbey which has gripped not just the British viewing audience, but audiences around the world, and particularly in the US.  It’s become quite a phenomenon, nominated for four Golden Globes.

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As we took the tour of the inside of Highclere Castle, we were expecting to see merchandise and references to the TV series wherever we looked, given the worldwide acclaim for Downton Abbey. “This is the room where Mr Pamuk died…”  “This is the spot where Lord Grantham kissed Jane…”
We couldn’t have been more wrong!   It would be quite possible to tour the entire castle and completely miss its starring role in the TV series!  Surely a missed opportunity by the owners, the Earl and Countess of Carnarvon?

What they did have on display in the huge basement was a large Egyptology exhibition which told the story of their great grandfather, Lord Carnarvon who, together with Howard Carter, discovered the tomb of Tutankhamun in 1922.  That momentous discovery in the Valley of the Kings is the real story of Highclere Castle, and we got the feeling that the current Earl and Countess of Carnarvon were a little indignant that the vast majority of visitors to Highclere Castle are only there because of a piece of engaging TV fiction!

It’s a perfect illustration of the difference between “what you know” and “what you are known for”.

Throughout our organisations, there are hundreds and thousands of people who have real stories to tell from their past knowledge, experiences and roles – yet they are only known for their current job title.  How do we enable this past experience and know-how, which often lies as buried as Tutankhamun’s tomb, to be rediscovered?

As knowledge professionals, this should be one of our priorities.

  • One way is to enable the creation of internal profiles which encourage employees to describe the interests and past experiences as well as their current position – and to embed their use in the habits of the workforce. Many organisations do this very well, notably MAKE award winners BG Group and Schlumberger.
  • Another approach, often complimentary, is to draw out the experience of others through a collective response to a business issue for example via a “jam” session.  I was speaking with Deloitte in the UK last week, and they described the success of their “Yamjam” sessions which often surface knowledge from surprising locations.
  • The creation of open networks, and the provision of easy mechanisms for staff to join networks of their interest also makes it easy to mobilise knowledge and experience from wherever it lies.
  • Finally, the use of knowledge cafes, world cafes and other free-flowing conversational processes will set the stage for connections and contributions which might otherwise never surface.

These approaches all enable knowledge and experience from the present (what you are known for) and the past (what you know)  to be shared and reused.

Not only would the fictitious butler Carson approve, but also the very real Earl and Countess of Carnarvon.

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There are a lot of KM-related words beginning with the letter C.

Connection, Collection, Collaboration, Curation, Conversation, Communities, Culture…

There’s one which you might not have thought of, but which I think is pretty important.

Here’s a clue.

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Image from City A.M.Number 20, Fenchurch Street, London has always been a controversial building.  It has become better known as the “Walkie Talkie”, and was rechristened this week as the “Walkie Scorchie”, because the combination of the curved design, mirrored windows and some bright sunlight created a focus of solar energy which was sufficient to melt parts of an expensive Jaguar XJ parked nearby, and in a non-scientific experiment, to fry an egg!

Unwittingly, the architect had designed a building which worked as a scaled-down version of the solar furnace in Odeillo, France. I remember visiting this whilst on a childhood holiday, and was blown away by the lumps of melted rock on display.  I applied my sunscreen more carefully for the rest of my vacation.

Anyway, I say the architect unwittingly designed a building, but perhaps that’s being generous, because the same Architect (Rafeel Vinoly) designed the Vdara Hotel on the Las Vegas Strip, 3 years earlier.  The tall, sleek, curved Vdara Hotel, according to the  Las Vegas Review,

 

…is a thing of beauty.

But the south-facing tower is also a collector and bouncer of sun rays, which — if you’re at the hotel’s swimming pool at the wrong time of day and season — can singe your hair and melt your plastic drink cups and shopping bags.

Hotel pool employees call the phenomenon the “Vdara death ray.”

A spokesman for MGM Resorts International, which owns Vdara, said he prefers the term “hot spot” or “solar convergence” to describe it. He went on to say that designers are already working with resort staff to come up with solutions.”

So the same architect has designed two tall, curved, mirrored buildings which have both manifested the same unwelcome side-effect.

Not only that, but the Disney Concert Hall (not designed by Rafael Vinoly) had similar issues back in 2003.

You have to ask yourself, surely lessons learned from the Vdara Hotel should have been applied by the same firm as they designed the Walkie Talkie?  Surely the Death Ray experience would have burned itself into the memory of the firm concerned?

And would it be unreasonable to expect the Architectural profession to be aware of the Disney Concert Hall case, and consequently have prevented the flawed Vdara design sizzling tourists like ants under a magnifying glass?

Is it easier to learn from the failures and flaws of others, of from our own internal failures?  Well, it depends on whether the power of “Not Invented here”, disguised as “It’ll never happen here”, is greater than the professional defensive reasoning and displacement of failure Chris Argyris described in his brilliant HBR paper, “Teaching Smart People How to Learn.”
If you haven’t read it, and you work in the field of knowledge management, organizational learning, improvement or in any medium-large consultancy, then please do.  It’s 22 years old but it could have been written yesterday.

Here’s a taster to wet your appetite:

 “Any company that aspires to succeed in the tougher business environment of [today] must first resolve a basic dilemma: success in the marketplace increasingly depends on learning, yet most people don’t know how to learn. What’s more, those members of the organization that many assume to be the best at learning are, in fact, not very good at it. I am talking about the well-educated, high-powered, high-commitment professionals who occupy key leadership positions in the modern corporation.

Most companies not only have tremendous difficulty addressing this learning dilemma; they aren’t even aware that it exists. The reason: they misunderstand what learning is and how to bring it about.”

Argyris goes on to distinguish between the single loop learning approach of problem-solving and error correction, and the double-loop learning which addresses how organisations identify, discuss and enact change, and the dynamics, performance measurement systems and behavioural filters which can prevent even the most brilliant (often the most brilliant!) professional from seeing their role in something less than brilliant.

The case of the non-learning professional is not reserved for architects, of course – it’s just that their oversights can be so tangible.  The financial sector, energy sector and public sector have all had their own versions of the “walkie scorchie”.  It’s just that you can’t fry eggs on them.

Egg

As knowledge and learning professionals, we need to make sure that we’re visible, helpful  and active for these fried egg moments.

They are the moments when mistakes are too visible to be missed, and when even defensive reasoning is no defence.   We can help our organisations not just to learn from the specifics of one design error (we can certainly start there, and get our foot in the door), but we also need to have the courage and the influence (and partnership with OD and other functions) to look beneath to the structural and organisational factors which will ultimately determine how many times the organisation gets its fingers burnt.

Oh, and on a related matter, and if you’re thinking of buying one of these – be careful which wall you put it on!

I’ve been working this week with an organisation who  are looking at knowledge retention from some major programmes with a significant gap (several years) between the closure of their current programmes and the start of the next phase of projects, when today’s lessons will be most relevant.

Now let’s be clear here –  knowledge transfer is always a better starting point than knowledge capture, I think that’s a given for KM.  However, in this case, some kind of strategic knowledge capture is going to be necessary , as there is no guarantee that  the staff with experience will be available in the future.  I’m  putting a brief together for them which will help them to involve the workforce in prioritising topics, conduct some media-rich interviews and create a set of knowledge assets with the needs of future projects in mind.

The default position is just to let nature take its course and see what survives. Let’s call this the fossilisation option.  Hope that in the rough-and-tumble of organisational change, that there will be enough fragments of knowledge and experience preserved that it will be possible to reconstruct the “soft parts” (the context for decisions made at the time).

Next up is the time capsule approach.  Take an eclectic set of artefacts, bury them somewhere safe, and erect a memorial plaque or signpost (SharePoint folder anyone?) to remind people where  things have been buried.  Then hope that the person who exhumes them can make sense of the way in which each of the artefacts (documents) would have been used, and extrapolate to cover the gaps. Better than the fossil record, but still pretty unreliable.

Museum image (thanks to Prafulla.net)Moving up the scale of effort and thoroughness, we have the Museum collection. Painstakingly assembled and expensively detailed, this represents a high-resolution snapshot of the past in terms of the documents and outputs, but will still say little about the underlying reasons for decisions taken at the time.  And as Ian E Wilson, Canada’s chief librarian and archivist once said:

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” 

So where do we find a suitable metaphor which places the emphasis on recommendations for future re-use, rather than yesterday’s lessons?

I found it at futureme.org.

Futureme.org

What’s futureme.org you might ask?  As they say on their website:

FutureMe.org is based on the principle that memories are less accurate than e-mails. And we strive for accuracy.  See, usually, it’s the future that will reflect back on the present. We here at FutureMe think it’s fun to flip that all around.
So send your future self some words of inspiration. Or maybe give ’em swift kick in the pants. Or just share some thoughts on where you’ll or what you’ll be up to in a year, three years…more? And then we’ll do some time travel magic and deliver the letter to you. FutureYou, that is.

You can browse anonymous real examples on futureme – some thoughtful, some hilarious, some prophetic and some poignant.  I think the idea of sending yourself, or someone else,  a message for the future is an excellent way of focusing on the capture of recommendations and thoughtful advice. It makes is personal and actionable (characteristics so often missing in lessons learned reports) – and it so much cheaper than building a museum!

So we’re planning to use a creative twist on futureme.org with this particular client to draw out the advice. As they say at Futureme – it’s the future that will reflect back on the present, so it’s fun to flip that all around.

One of my current clients needs to conduct a learning review from a 2-year IT project which, by her own admission, has had its fair share of ups and downs. The project is at its mid-point, so the main customer for the learning is the team itself. They don’t have much time to conduct the review (sadly just 90 minutes), so she asked me for some ideas for pre-work  for the team.

Sometimes you don’t have the luxury of a full day to conduct an exhaustive review, so you have to work with what you have and help the team to quickly connect their hearts and minds to the review process.  It’s the heart bit which interests me here.

When we’re under time pressure, we tend to focus on the facts, the timeline, the plan, the process, contract, technology, scope and the deviations. Intellectual recall. In fact, most project review documents contain little more than this kind of intellectual recall. It usually takes a bit longer to get a team to talk about how they felt, and to draw out some the more people-oriented learning – let’s call that a kind of “emotional recall”.

I combined some ideas from Retrospects, After Action Reviews, Baton-passing and Future Backwards (Heaven and Hell) exercises into this approach. Enjoy the ride!

With thanks to Navcon

Part 1 – the pre-work:

Before the meeting, ask each member of the team to think back over the project timeline and to focus on their emotions at each stage. You can provide them with a template like this, with key dates or milestones marked to give a sense of orientation.

1. Ask them to sketch out their own “emotional rollercoaster”, paying attention to the highs and lows.

2. For the high spots, write down what went well, and why you think it went well.

3. Do the same for the low spots. What was difficult, and why do you think that was?

4. How do you think the rollercoaster is most likely to continue?  Draw the continuing journey.  Bring this to the meeting with your notes on the reasons for the highs and lows.

Part 2 – during the meeting.

Sharing the Past and Present.

  • Collectively, in the meeting, create a large version of the rollercoaster timeline on the wall.
  • Each participant draws their journey up to the present day, pausing to describe the lows and highs, and the reasons for these.   A facilitator should probe these reasons using the “5-whys”  technique to get to the underlying reason.
  • For each high and low, ask the group to express the reason as a recommendation – something that someone else should do to repeat the delight, or avoid the despair – or an action which should be taken in order to change a process such that the good practice becomes embedded.
  • Capture these recommendations on post-its and place on the rollercoaster.
  • Repeat for each member of the project team (towards the end, they can “pass” if someone has already identified a high or low. )
  • This should create a shared view of the past, and “how we got to where we are today”, with some useful recommendations captured. Consider who you might share these with beyond the team.

Creating the Future together.

  • Now ask each member to sketch how they think the project will go from now to the end date. You will probably get a range of options!
  • Focus on the best projected outcome and ask “based on all we’ve learned to date, what actions could we take to make this happen, rather than the less positive options?”. You can take feedback from the entire group, or get them to discuss in pairs or sub-groups first.
  • Capture these actions (with names!).

Thank you ladies and gentlemen, this is the end of the ride.
Please be sure to collect your belongings as you leave and don’t forget to check your photo on the way out.

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