A Framework for Knowledge Transfer

Today I had an interesting exchange in the 'Knowledge Managers' group on LinkedIn. I enjoy reviewing questions posed by the various groups I participate in on LinkedIn but found this one quite interesting. www.linkedin.com
The subject was on the transfer of tacit knowledge and goodness knows I have a few opinions about that.

I posted that frameworks help organize the deeply held knowledge to be transferred from experts, to help make the knowledge applicable and actionable. Again I thought of the complexities of knowledge and the importance of organizing what has been accumulated over years and years of experiences, decisions, missteps and successes. We do struggle to identify what needs to be transferred and what does not. Not only do we need a framework to organize but we need to discern in some objective way, which areas of knowledge should be the focus to apply the framework on. Let's start there.

Unique, relevant and critical are the three terms I use to begin to determine if what someone knows needs to be transferred to the successor or the organization. Why? Because if many people hold the knowledge, is it necessary to transfer? No. It's a commodity.  What if it is unique but not relevant for the future? The expert may know something fascinating about the history or background of the product or company, and that knowledge might appeal to the KM practioner. But does it have an impact, will it matter in the future? Much of the historical knowledge held will matter, it may well provide context behind decisions, structures, processes. But not all of it is relevant and we must discern (with verification) if it is relevant. And then there is the issue of what I call critical. Is this knowledge crucial? One way to consider this is to imagine what might change if the knowledge is lost. Will things slow down, will quality fail, will products be more difficult to produce? Will relationships falter?

Are these criteria for discernment scientific? No. But do they work? My 16 years of experience says yes. I have applied these criteria in many situations and, like the framework, they have yet to fail me. It is less about the criteria being perfect and more that they are practical. Applicable. They are relevant.

Yes but can you make it real

I am both enamored and impressed by the number of people interested in Systems Thinking. Using LinkedIn, you can join the various Systems Thinking groups that have become popular lately. Systems Thinking World, a LinkedIn group started by Gene Bellinger of Norfolk, Virginia, USA is one such interesting group. The introductions as people join are in themselves fascinating and the discussions can be engaging. However, I agree with those who post about the need to make it real, to make the work applicable for our clients. Theory is critically important and we must continue to push the envelope, to research, to develop new thought. However my client groups need to learn quickly, to increase both competencies and capabilities and to move forward now. Like it or not, that is the reality they face.

http://www.linkedin.com/groups?mostPopular=&gid=2639211

It is true, I believe, for all business disciplines-- we must help our clients grow, help them both survive and thrive in this uncertain time, help them understand how to be agile, to attract and retain the best talent, to work across boundaries in ways they have not had to before. They must bridge generations, genders, cultures, geographic barriers, various ways of doing business and they must do it fast and effectively.

My team has been working hard to create tools and processes that can be taught to the organizations with whom we work, tools and processes they can apply tomorrow-- or today. Yes, I introduce new components like Organizational Trust, Learning Organization ideas and Systems Thinking. The difference with the theoretical folks is that I do that real time so the tools can become usable immediately and adults can learn in the way they do best-- by applying them when needed. I do not say this from ego, I say this from a practical position. We need to pull together to help our clients and ourselves be the best we can be. Let's do it by applying what we know strategically and creating the practical tools, processes and change vehicles to help them step into what they need to do to create a brighter future.

Characteristics of a KM Change Agent

Jim Markowsky posted results of a survey he did using the social networking site LinkedIn. Jim surveyed the audience of various LinkedIn groups, asking for the top 10 characteristics of an organizational change agent. I found reviewing the survey results to be quite interesting and it made me consider how these characteristics might change if we focused on KM change agents.

Two characteristics not mentioned here which I believe crucial for KM change agents are trust and respect of their colleagues and leaders. I am surprised they did not show up here but I think it is well worth a bit of discussion.

Trust, as I consider it, has 3 attributes:
1. Sincerity-- knowing the person means what they say or promise. 2. Competency--knowing the person can do what they say or promise. 3. Reliability-- witnessed over time, you know the person does what they say or promise. Those whom you trust you often also respect.

As we continue in a time of uncertainty, trust becomes more and more important. As individuals or as leaders, we must never underestimate the value or impact of having or holding trust. If we want to bring forward the knowledge critical to organizational sustainability and success, trust is the ultimate enabler.

http://linkedin.com/

Posting of Survey Results (Organizational Change Network on LinkedIn): What are the Top 10 Characteristics of an Organizational Change Agent?
Survey Results: Based on a 1 - 10 rating scale, 10 being highest.
Average score:
1. Skilled Communicator 7.13 / 10
2. Emotionally Intelligent 6.45 / 10
3. Strong Leader 5.92 / 10
4. Excellent Problem Solver 5.81 / 10
5. Persuasive 5.41 / 10
6. Courageous 5.22 / 10
7. Strong Analytical Skills 5.04 / 10
8. Effective Educator 5.03 / 10
9. Flexible 4.79 / 10
10. Accomplished Project Manager 4.23 / 10
Survey Participants: There were 159 global participants in the survey. The survey was posted on the following Discussion Boards: Organizational Change Network, Network of Organizational Change Managers, Innovative Leadership & Change Management Expert Innovators Network, Change Agents, SAP/ERP Training & Change Practitioners, Organizational Change Practitioners, Organization Development Network, Change Consulting. Survey close date: October 30, 2008. Survey conducted by: Jim Markowsky, X-Factor Business Solutions