I am presenting an updated version of the Knowledge Transfer Toolkit presentation - read more about the background on this site, including this recently published article. The outline of the presentation is as follows:

Building and managing a knowledge transfer program:

How do you encourage technical experts to share their knowledge with others in the organisation that need it to do their jobs? How do you maintain currency and accuracy? This case study presentation will explain how to build a successful knowledge transfer toolkit.

Topics include:

• Encouraging knowledge-sharing behaviours
• Building a program-managed multimedia toolkit, comprising content, communication, learning and social media
• Governance – keeping content up to date
• Engaging the target audience in improving content
• Using social media principles to build trust and engagement

View or download the slide pack on SlideShare here.

This will be similar to earlier versions of this presentation, but will have a little more stress on the use of Social Media principles in this work.  The outline is as follows:

How do you encourage technical experts to share their knowledge with others in the organisation that need it to do their jobs? How do you maintain currency and accuracy? This case study presentation will explain how to build a successful knowledge transfer toolkit, covering aspects such as:

• Encouraging knowledge-sharing behaviours
• Building a program-managed multimedia toolkit, comprising content, communication, learning and social media
• Governance – keeping content up to date
• Engaging the target audience in improving content
• Using social media principles to build trust and engagement

See you there?

Many large organisations have subject matter experts with a deep knowledge and understanding of business-critical information. This knowledge needs to be conveyed to a target audience in another area of the organisation, mostly comprised of staff with a lower level of technical expertise. In traditional organisational structures, content management, intranet, communications and training are often located in separate silos. Yet all of these areas provide tools that assist in knowledge transfer – the desired end result is an informed audience.  

This splitting of functions can lead to inefficiency, duplication of effort, confused messages and errors. Other critical factors impacting effective knowledge transfer are maintenance of the currency and accuracy of content, as well as the problem of knowledge hoarding. 

In this article, a strategy for building a complete knowledge transfer toolkit will be described. This toolkit includes a range of individual elements, comprising content management, communications, learning and multimedia elements, coordinated as a managed program. Approaches to maintaining the currency and accuracy of content, dealing with knowledge hoarding and the relevance of social media principles will also be addressed.

I have written here many times about the “toolkit” approach we used in my work at Telstra (2000-2008).  This has been covered in a number of presentations that I have delivered, most recently at the 2010 CPA Congress. I wrote an article about it in 2009, and it was originally documented in a Case Study by Andrew Mitchell, also available on this site.

I have now published a more detailed article on the toolkit, chapter three in the book: TIMAF Information Management Best Practices – Volume 1, issued in November 2010. (An online edition is also available.) A copy of my article is now available for free download from this site here.  

This is the most complete description of the approach we used that has been published to date. (The team at Telstra is still using the same principles today.)

The TIMAF approach is to break the practice down into a number of steps. I have used – no, not ten, but eleven steps,as follows:

1. Establish a knowledge transfer team
2. Build a program management framework
3. Start small; think big
4. Deal with knowledge hoarding
5. Provide a central knowledge library
6. Develop content access methods and taxonomy
7. Provide other tools
8. Maintain content accuracy and currency
9. Engage the audience as part of the maintenance process
10. Use social media principles
11. Review and refresh

Have a read, and see if this approach would work in your organisation. I value your feedback!

The Slide Packs are now available on SlideShare – they are:

Knowledge Transfer Toolkit Program

This case study outlines how to capture knowledge from a team of experts and make it available to a non-expert target audience.

A managed program approach is used to bring together all of the (traditionally separate) threads of content management, communications and learning to form a coherent, flexible knowledge transfer toolkit. A key element in putting this program into place is to encourage the required behaviours of all participants, including promoting knowledge sharing.

Using social media as a business tool

Topics covered are:

• Trust and openness –the new paradigm for engagement
• The importance of people and personality
• Evaluating the benefits, risks and challenges
• Existing channels and new strategies
• Practical examples of social media

I finally had a chance to use them in a guest lecture I delivered recently at Victoria University (where my son was doing a KM unit as part of his business Master’s degree).

The game is described in full on the methodcards.net wiki site. 

In essence, it was used to support a presentation on KM technology, tools and techniques.  The full slide pack for the lecture is on SlideShare.

The first part of the lecture gave a general overview of KM tools and a case study scenario – an outline of the environment and cultures of a business where a KM program was introduced.  The students were then split into four groups, and cards were distributed to the groups.  Each group was then asked to select the approaches, methods or tools that they considered would be the most appropriate to address the case study scenario. 

After the selections were made and presented, the choices were then discussed.  The remainder of the lecture covered the tools actually used in the case study, with further discussion of how the students’ choices matched the real-world example.

Of course, there are no absolute “right” or “wrong” answers in this exercise – it’s the conversation that is most important! The main point is for the students to become more familiar with KM approaches, methods and tools, and to think through which would be most helpful in a given scenario.

For the full details, see the description on the wiki.

This article effectively serves as a White Paper on the work that I have done in the past on a Knowledge Transfer Toolkit, and the related consultancy service now offered.

The Australian Collaboration Software Report

Are you currently using collaborative software, or are you planning to acquire it? Would you like to benchmark your experience against that of others? Are you based in Australia? Please fill out the survey at http://tinyurl.com/ozcollab now!

Matt Moore of Innotecture and I are researching the use of collaboration tools in Australia. “Collaboration” is a buzz term at the moment, and we want to get behind the hype to discover how organisations are selecting and implementing tools and whether they are benefiting from them. If you have experience with selecting, implementing or maintaining a collaboration tool within the last 12 months then we would like you to take part in this survey. 

Read more about what’s in it for you at: http://ozcollab.com/.

How are companies dealing with the KM challenge in the Web 20.era? … Reports of the demise of knowledge management sound somewhat exaggerated to the large number of Australian professionals working to implement KM strategies at large and small organizations across the country.

I contributed to an article in IDM Magazine some time ago; I have now been able to load a copy of the full article on this site.

The article includes interviews with a number of Knowledge Managers: Margaret Williams, Knowledge Manager at Gadens Lawyers; Linda Bevin, Information and Knowledge Manager at the Australian Wine Research Institute; Nerida Hart, Director of Knowledge at Land and Water Australia and Luke Naismith (then) a knowledge, foresight and change project leader with Contax, operating in the Middle East.

My contribution was based on my experience with the “KM Toolkit” at Telstra. (I had just left the organisation by the time the article was published.)

See the updated slide pack on SlideShare.

The details are as follows:

• A toolkit approach to organisational comms – an overview of a range of comms media that can be used.
• Understanding the social media revolution – understand how much things are changing around us.
• Engaging and collaborating – working through a number of Web 2.0 tools, their applications and results.
• Segmenting the audience – understanding diverse styles and needs.
• Putting it all together – how to assemble a program of both traditional and Web 2.0 tools, with some specific case studies.

The brief was a keynote presentation for Panviva’s annual SupportPoint User Conference.  SupportPoint is a “Business Process Guidance” system.

The brief was to deliver a Keynote presentation, and to set the theme for the conference: “Communication and Collaboration”.  The underlying theme that I used to couch this on was Creativity, and the importance of creativity in both leadership and knowledge work.  The slide pack is available on SlideShare.

I have used this as a good opportunity to shake off (at least some of) the shackles of PowerPoint – by using lots of pictures, and a lot less words.  Some of the photos are mine, and most of the rest are Flickr “Creative Commons – Attributions” licensed photos, all with links on the relevant slides.

As there are lots of pictures, some of the slides may not be clear without the voice over (which maybe I’ll add to SlideShare later).  The initial point is explaining my initial perceptions of creativity – influenced by the paintings of both my mother and my sister.  (See the post “Moving mountains” on this site for more of this story.)

The next section refers to the material in this post on creativity in leadership, and briefly touches on my thoughts on Change Management. I then go over some of my past experiences with a Knowledge Management Toolkit, and how we went about developing it.  The final part of the presentation picks up on a recent post on story at Anecdote, which includes a link to the story of “the one-armed boy”.

With that explanation, I hope it all makes sense, and that you enjoy this as much as I did!

This international case study presents the Knowledge Management and Transfer toolkit developed by the Telstra Corporation (Australia) Enterprise & Government KM team.
 
This toolkit was used to capture the product and service knowledge developed by the Product Management teams, and make it available to the business sales force, using an integrated program of content, communications and training initiatives.  This included developing a standard taxonomy, governance processes and templates, with all developed content made available via a single portal.
 
This presentation will focus on the processes used to maintain the currency of content, the use of an open policy and rewards and recognition to promote knowledge sharing, and the use of multiple media to ensure that the needs of the total audience were adequately catered for.

The lessons learned from this development are broadly applicable to knowledge capture and sharing in project teams, organisational changes, enterprise-wide knowledge programs and many other similar situations.

I will also be chairing day two of the conference. 

In other news, my son Scott is in the final stages of planning for a two-month trek on the National Bicentennial Trail with three friends (and six horses). We have set up a new blog for loading stories and photos once the trip commences.  They will be starting at Providence (near Canberra), and the plan is to finish at Knockwood, Victoria.  We will be travelling to meet them at least once during the trip.

So that’s two trips I’ll be doing in March, not counting a few days in Darwin for my mother’s 95th Birthday.  And then there’s the CPA Congress in Newcastle, as well…