Showing posts with label Consulting. Show all posts
Showing posts with label Consulting. Show all posts

January 3, 2012

Adventure's in KM Consulting: Cassandra's Curse

OR, "Why I Need A Pimp"

Oh, sweet blog. How I have missed thee. Would that my time this past year been spent committing words of wisdom into your digital care rather than wasted on advising the unappreciative...otherwise known as my clients and prospects.

I'm not sure if anyone said that consulting is easy but if they did then I have a wad of spit ready for airmail. Despite my growing acceptance of my own brilliance with regards to KM (yes, I'm generous to a fault) it's time that I accept the unavoidable truth that I need a pimp.

And not just someone who will hunt down clients and trick me out on back to back KM gigs, but someone who will occassionally smack me around when I get all noble about KM and feel the need to argue with clients about affecting true change. I mean, if it's clear that they are challenging you because they want the lie, ahem, the version of the truth they're paying for who am I to point out elephants in the room and try to speak truth to power. A good pimp would remind me that they are paying for a fantasy and...SMACK...give it to 'em ho!

So does it make me a good consultant that I can carve up organizational challenges and deliver scintillating strategies for KM sucess or a trrbl consultant (no vowels equals "really, really bad") because I believe in what I do and hate to compromise my values...SMACK...uh, because I won't just play my damn role and feed the fantasy?

The Knowledge Manager in me says "you go boy!" but my bank account is calling for a smack down and screaming at me to "get with the script ho!"

I mean, so what if I'd foreseen the downfall of Circuit City back in '05 (take a note CompUSA, Best Buy, and Fry's - your customers can do all of their own research and get better prices online - your big differentiation needs to be providing a phenomenal, multi-sensory customer experience! Think Sega Video arcades in the '80's and Sharper Image/Brookstones in the '90s before they both got cheap and tacky - take it to the next level!) or if I could've advised Blockbuster and Borders that what did them in isn't the rise of the digital marketplace but their slack ass (read: non-existant) efforts to re-brand their businesses as interactive community hotspots where people come to get connected; digital is a format, not a way of life and retailers like these simply needed to change how they engaged their customers and delivered their products in order to remain viable and thrive. I mean, really Blockbuster, you let Redbox beat you out?!?! I can hear Gomer now, "shameful, shameful, shameful.")? Does it really matter how great I think I am if I can't get my customers and prospects on board with making the changes necessary to ensure success of their KM efforts?

I guess that answers my question: great at KM, trrbl at consulting.

Anywho, while I take a little time away from stressing to blog (aka bitch and moan) and re-consider Pharmacy school (because Pharmacist's don't have these issues...or any issues for that matter...I think...maybe...and I could work part-time in retirement without further stressing my poor broken heart) I can't help but think about my patron Greek prophetess, Cassandra.

Cassandra was a princess of Troy and sister of Paris - the dude who got his family caught up in that infamous war when he went HAM over another man's wife. According to mythology, Cassandra was a hottie in her own right and the Greek God Apollo had a thing for her. In his attempts to woo her he taught her the art of prophesy but she wasn't feelin' him and refused to give up the goodies. Sidebar: this chick must have been off the chain to turn down a god who skipped flowers, candy and Hallmark cards and was throwin' around gifts like "foretell the future" but I'm not hatin'! And you never know, he could've had halitosis from hell (or Tartarus). Anyway, since apparently there's a no return policy on the gift of prophesy, Apollo gave Cassandra a "screw you" parting gift which robbed her prophecy of the power to persuade. So, essentially, she could predict the future but nobody believed her.

I'm not quite sure when I first read about Cassandra just that it was a long time ago (and I'm kinda old so that means it was like, in the 90's or something) but I've always been partial to her because even in high school I was pretty good at reading people and situations, understanding patterns of behavior, predicting outcomes and strategizing (although I probably should have waited see Dangerous Liasions before engaging in an eerily similar scheme which was a complete disaster, but you live, you learn). Even though people didn't disbelieve what I had to say they usually disregarded my advice and more than once became angry with me when my "propecies" came to pass, as if I made it happen by speaking it into existence. Of course, they never stayed angry for long because within a day or two (you know how high school is) they were seeking out my advice again.

I've been learning over the last year that consulting is pretty much the same game, except a lot of people pay you to tell them what they want to hear, not what they need to hear and the ones who claim to want the good, the bad, and the ugly only seem interested in truly wanting your help after they've failed miserably to do the very thing you advised against (and backed themselves into a corner). I used to wonder why Cassandra didn't just throw up a big, fat "dueces" and hop on the first boat out of Troy but now I'm wondering if her loyalty to family and country was as strong as my passion for KM and to affecting true change (however hokey it might sound).

Aaaaaaand writing that, I see just how lame that sounds.

While it's true that I love what I do and enjoy seeing my strategies bear fruit, I guess I struggle with coming to come to terms with the fact that no matter how amazingly prophetic and insightful (I believe) my vision/advice is, how well clients heed my counsel and apply my proposed strategies is really up to them. Ultimately, you can only take responsibility for what you've been engaged to do - provide the best consulting experience possible, then move on to the next opportunity.

Hmph, maybe having that clarity will make my adventures in consulting more of a joy and less of a headache over the next year. Let's hope, because I can't afford a pimp AND a drug dealer right now.

Happy New Year everyone!!

July 14, 2010

Quick & Dirty: Academically Smart, Practically Brilliant (Thoughts on a KM Consultancy)

Like Wimbledon, June has come and gone. And while I didn't miss a second of the tennis action (Venus and Fed's shocking upsets; ReRe and Rafa's unsurprising wins), I was decidedly less committed to my blog.

In my defense, immediately following the Memorial Day holiday I made the decision to focus on developing a new business strategy for my fledgling consultancy throughout the month of June and it's certainly required the committment.

I'm not fully prepared to write a manifesto on the process (yet, though I'd like to at some point), but I could sure use a few minutes to eject some mental debris (read: bitch, moan, gripe about) regarding my primary challenges strategizing an independent KM consultancy
  • Determining service offerings: One of the driving factors in my decision to launch a consultancy was the growing realization that a lot of smaller and mid-sized organizations have a KM need that isn't being met by larger consulting firms, particulary in the areas of KM Auditing and strategic planning, but even with that limited focus it’s amazing to me what the scope of work encompasses around these services. I'm finding that it's super critical to outline in detail exactly what you will (and can) do and what you won’t (and can’t) do. Not only will this help you manage the demands on your time (remember that you’re not just doing the work, you’re building a consultancy – managing your time is trĂ©s critical), it also helps you to identify potential opportunities (and markets) within the scope of your services. Furthermore, when you're having a conversation with clients and prospects about your services, I think it makes you sound polished - like you’ve got your shit together, instead of bumbling through the discussion with comments like, “hmm, I think I can do that, let me look into it and I’ll get back to you”. Or worse, agreeing to do a job without fully understanding the committment and constraints. After all, the ability to properly gauge your pricing methodology and ensure that your contracts/SOWs are very specific is key to ensuring that you aren’t giving away your time and killing yourself with work you’re not getting paid for and.
  • Establishing a pricing methodology: Speaking about pricing, lol. I remember back in the day when I was an assistant in E&Y’s HR Consulting Practice. Strange as it may seem, I used to love working with the various studies and reports; I just loved having ready access to data. How I wish there were similar reports on KM compensation or pricing on KM services. I’ve had some assistance from generic Google hits on pricing consulting services that provided insight to setting baseline hourly consulting fees (i.e., think beyond converting annual compensation to an hourly rate plus bennies, also consider overhead expenses and generating revenue in order to grow your business; understand what the market will bear, but also consider value pricing your services; yadda yadda yadda) and I've had a little (mostly unenlightening, though greatly appreciated) dialogue over at LinkedIn.

    It truly is an alchemical process.

    Once I've had some real-time feedback from actual clients and prospects and made the necessary adjustments, I will definitely post some helpful guidelines specific to KM on this subject.
  • Marketing KM services: If I didn't already know this (as a one-time Marketing major and earnest believer in the power Branding), then I sure as hell would now - you really have to know who you are, what service you can/will offer (as well as it's valu), and who your (potential) market before you should even put out a shingle. And you really should be thinking five steps ahead (of your clients, prospects, and competitors). Setting up a website, rifling through your contacts, and even pounding the pavement just won’t cut it. This is a niche field and you have to sell yourself not only as an expert, but as a real-life practitioner, someone who’s been in the trenches – Academically smart, practically brilliant.

    As much as I love to inform the field, I’m knee deep in setting up my own practice so I’m not hardly about to lay my marketing strategy out for public consumption, but I will say that you have to 1) brand yourself as well as you’d brand your KM strategies and 2) craft your marketing messages wisely.
I'm finding that, in many ways, setting up a (hopefully) successful KM consultancy, is a lot like developing a successful KM strategy: apply the KISS methodology liberally; keep an eye on the details (dot your "I's" and cross your "T's"); don't be afraid to seek out impartial (professional) opinions; practice pragmatism (expect the best, plan for the worst), and; always, ALWAYS be more adventurous than afraid.

March 17, 2009

Out of The Box - Week Ending 03/13

So, some of these reads have been on my "to post" list for a hot minute, but I've been busy enjoying the lush life. By the way, happy belated St. Paddy's Day y'all!!!! I celebrated with the usual family tradition of corned beef, cabbage, and boiled potatoes...and Guinness, of course, duh!

It's always nice when there are interesting and thought provoking articles to read and share - even if I don't always have the time to read or share them right away.

March 10, 2009

Reflections of a Knowledge Manager - YEAR 6


So, I'm just a few days away from the six-year anniversary of my first post-university KM gig (which, coincidentally, is only a couple of days before my b-day) and I had a nice little surprise while I was googling position descriptions for "knowledge manager".

Guess whose blog is the #1 search result?

Considering how little time I've invested in search engine optimization and how slack I feel about my blogging habits, I'm surprised, but also very pleased.

Anywho, I have a birthday tradition of reflecting on past goals and achievements as a way to gain perspective on getting older and helping me to prioritize the things that really matter in my life so that I can do a better job of reaching out towards all of those unfulfilled dreams that tend to get pushed aside in the daily grind of work, bills, tennis, relationship drama, and stressing over work, bills, tennis (yes, even the One True Religion can sometimes involve stress), and relationship drama. So, this year, as I near the celebration of my KM anniversary, I think it's only fitting that I share my reflections on what I've come to learn during my career on my appropriately titled blog.

When I began my KM journey as a college sophomore (following the realization that I would probably never graduate with a degree in Chemistry and study perfumery in Paris) I was confident that my (phenomenally brilliant, IMHO, lol) strategy skills, my butterfly wings (socially speaking), and my penchant for big ideas (I'd have "people" to take care of the details) were all that I needed to be successful. However, as I transitioned from student to young professional it became apparent that there was still much I had to learn about business. I came to the conclusion - very quickly - that one of the primary reasons that organizations experience such tremendous difficulty with KM is that it (1) requires them to acknowledge how much they participate in the culture of fear and greed that permeates too many organizations (behaviors that have the effect of a cold shower on KM, if you catch my meaning) and (2)demands that they let go of these behaviors, no matter how familiar and comfortable they may be, in order to have a shot in hell of achieving the (much desired) full benefit of KM. It's that whole "A journey of a thousand miles begins with one step" idea.

For those of you who've read my earlier posts (and even those who haven't, because you can't truly do this work and not know where the hell I'm coming from), you know that one of my major pain points is having to deal with being the oft-shot at messenger.

Just a few weeks ago I was totally spanked (verbally, of course, this ain't that type of blog) by a colleague for openly and "irresponsibly" asserting in front of other KM colleagues (and some high ranking muckety-mucks) that *gasp*, *shock*, *awe* - we should vet (review and assess) requests coming into the KM function rather than immediately agreeing to execute and deliver. For my part, I smiled it off and maintained my stance, well aware that the real issue at play is that too many people are more afraid of challenging the status quo (even when it benefits the organization) than they are of doing their jobs well.

(Sidenote: Right now I can't help but think about well-raised, intelligent students who act a fool to look "cool" and maintain mediocre or poor grades so as not to demonstrate their intelligence to peers; adults see this behavior as being ridiculously stupid, but how many adult workers refuse to pursue excellence in their workplace and/or careers for the same or similar reasons? Guess what, it's still ridiculously stupid!)

While I have learned how to "play the game" and navigate very sketchy and treacherous waters, I still resent having to do so. One, because most of the people that I've worked with over the years are fully aware of the counter-productivity of these behaviors and, two, because I'd prefer to demonstrate how much more effective KM strategies can be without all of the BS.

Sighhhh, this is supposed to be a reflection, not a bitch session.

It was a strange combination of ego (building a name for myself by helping to define what I initially - and ignorantly - perceived as a fledgling field) and synchronicity (all of the random events that led to me happening across an interestingly titled job description on Monster.com at midnight one Friday) that brought me to KM and sometimes - more than I care to admit - I get frustrated with the direction of my career and the sense of non-accomplishment; I jealously read all of the interesting and provocative KM discourse taking place and get pissy about doing mundane (albeit well-paying) grunt work that isn't contributing towards any visionary or innovative KM breakthroughs; I imagine what more I could be doing to achieve some sort of "status" and recognition in KM and then I laugh because I suddenly remember that the other reason I decided to pursue a career in this field is that (unlike writing or cooking) I knew I could walk away from KM, easy-breezy, if it ever got "old" and that if money were not an issue I'd be taking tennis lessons for hours at a time every day when I wasn't farming herbs, making cheese, and trying to get cacao beans to grow in the North Georgia mountains.

And just like that I regain a bit of perspective and I'm able to see that even if I've yet to be tapped to write a monthly column on knowledge management for Fast Company or published a bestselling and critically praised book on KM (which improves KM understanding just by holding it in your hands) I'm not doing too bad.

For starters, I get paid to do work that I'm passionate about. From the time I left grad school until now I've been blessed and fortunate to find one KM job after the other and with each role my understanding has grown and my KM "toolbelt" has expanded. I've had the opportunity to spread my message about the relevance and significance KM and introduce it to people who continue on their own KM journey even in my absence and break it down for people who met me with negativity, resistance, and misinformation. Most importantly, despite the occasional moments of doubt and uncertainty, I'm daily reminded that my insights and intuition about KM have not led me astray and have actually opened up doors (personal and professional relationships, jobs, and other opportunities), that would have, otherwise, remained closed.

Of course, I'm still eager to "make a name for myself", but there will be time for that. After all, if you're good at what you do, people will find you.

And I do have that #1 Google search ranking working for me too, lol.

So, I'm looking forward to the next year and seeing what develops. In the meantime, my goals are just to...
Stay real.
Stay open.
Stay focused.
Stay inspired.
Stay confident.
Stay passionate.

November 20, 2008

Pitchcraft: A KM Elevator Conversation

Well, when I started this post yesterday at lunch time I was heating up my Red Beans & Rice and sausage (I’ve been on a Creole kick for the last 2-4 months now, working at perfecting my Gumbo, Red Beans & Rice, and Jambalaya recipes) I thought it would be a great time to kick out another ‘Quick & Dirty’ blog post, but it required just a little more time than I expected.

A couple of weeks ago at the SPAWAR KM Offsite in New Orleans, we were discussing how to expand our (internal) customer base and one of my co-workers suggested the idea of developing an elevator pitch for KM, something that we could relate in a minute or so to interested parties.(I especially like the idea of KM-themed lanyards and badge holder stickers that said stuff like "WWKMD" or, closer to my personality "WTFIKM: Ask me?", lol.)

An elevator pitch, for the unenlightened, is a quick, high-level introduction to an idea, service or product that’s meant to be delivered in the length of time an elevator ride takes, usually thirty seconds or roughly 150 words – although that seems like an awfully short ride to me, but I guess it depends on how big the building is, how many evil button pushers are in your lift, and how funky-smelling the other passengers are (funky-smelling passengers = eternal elevator ride).

This method of selling/marketing ideas has become so mainstream these days (it’s the inspiration for Twitter…my favorite tool for brain farting across the net) that there are even classes offered on developing and delivering elevator pitches!

Anywho, I was showering yesterday morning and thinking about another potential blog post when it occurred to me how beneficial it would be for KM folks to have their own elevator pitch. Probably one of the coolest things about knowledge management is that the name itself is a natural conversation starter. When you say you’re a Knowledge Manager or that you work in knowledge management people seem to automatically respond by asking “what’s that?” Even if they’ve heard of KM, or worse still, if they have a negative perception of KM (usually linked to their dislike of the term “knowledge management” and the belief that knowledge can’t actually be managed) they are still interested in engaging in a discussion, at least until you prove that you’re a conversation killer or a jamoke!

From a sales/marketing perspective, you can’t ask for more than that! Why? Because it means you have an opportunity to present your expertise, your service – your value – in a way that could very well open doors. In our janky, depressed economy dominated by organizations that have yet to truly and fully appreciate how knowledge-dependent they are, non-revenue generating KM initiatives are often among the first to get thrown under the bus so the ability to sell the value of your KM initiative or your personal KM skill-set to your future ex-employer is critical for career success.

On this note, I will say that one of the things I notice a lot (and non-KM folks have also pointed this out to me) is how ill-prepared too many KM professionals are when asked to describe KM and its benefits. Even when an answer is attempted, the response often flies right over the heads of the listener(s) (mine too, and this is what I do for a living!!). Having spent roughly six years during school and several years more in the workforce refining my explanation of KM to professors, classmates, co-workers and even hiring managers (don’t get it twisted, even people responsible for managing KM initiatives may not fully understand all that KM involves) I figure I’m as qualified as anyone to take a stab at scripting an elevator pitch...well, an elevator conversation at the very least.

Keep in mind, however, that this is how I would conduct my elevator conversation based on the type of KM work that I do. Every KM professional will want to tweak this to their particular KM activity or area of expertise. Robert Pagliarini of SeekingCapital.com lists 6 questions every elevator pitch must answer. And Eileen Pincus offers some salient points on crafting the perfect pitch in her 2007 BusinessWeek article on the subject. It’s doubtful that I cover all of this advice in my dialogue, but since the goal is to get a second, more in-depth meeting, this seems to work for me. Of course, it goes without saying that you should refrain from having any of this sound scripted or ‘canned’.

I’ll skip the part of the conversation that leads up to me disclosing what I do for a living – how you get there is an entirely new post and besides, I’m one of those people who just happens to ‘find’ himself in these kinds of conversations all the time without even trying! So, without further ado…Christian’s KM Elevator Speech!


Non-funky elevator person (‘cause we ain’t talking if they
smell funky)
: What kind of work do you do?

Me: I work in knowledge management (usually, I’d enquire about their work as well, but let’s not and say I did).

Non-funky elevator person: Knowledge management? What’s that? Do you use mind control on people? Hahahaha. (The joke is to cover their discomfort about not knowing what you’re talking about…this happens a lot when you’re dealing with people in positions of authority).

Me: I wish…that would make my job easier, hahahaha. (A counter-joke is my way of putting them at ease for their ignorance of KM) Actually, I help organizations create strategies to improve how they share information.

Non-funky elevator person: (Intrigued and at ease, because I have “a way” about me, lol, and because I sound like I might say something useful or valuable). So, what…do you work with computers managing databases or run some sort of data warehouse?

Me: (Cool as a cucumber) Well, sometimes that’s part of what I do – it really depends on the organization. The scope of knowledge management covers a range of activities from auditing how an organization shares information to managing content in a knowledge base.

Non-funky elevator person: (Impassive) But you’re not really managing knowledge, that’s more information management.

Me: Not quite. KM is a pretty multi-disciplinary field that combines aspects of information management and content management with organizational development and human resource development and a lot of other fields to create something very different.

Non-funky elevator person: (Engaged, but looking to challenge/debunk my explanation of KM) But how do you manage someone’s “knowledge”? It doesn’t seem possible. I’m sure you can manage processes and the kind of information people have access to, but managing what they know?

Me: (Keeping my cool and taking on a more authoritarian tone – it’s important to be the expert in these situations) You know, a lot of people tend to get stuck on the phrase “knowledge management” as sounding a bit tricksy (yes, I said tricksy), but I think it’s important not to lose sight of what KM, ultimately, brings to the table; or, at least what it should bring if you’re working with the right strategy.

Non-funky elevator person: (Listening…but ready to pounce on whatever sounds flawed or sketchy) And what’s that?

Me: (Still the expert) The big three? First, KM brings awareness and insight into what an organization “knows”. Too many organizations struggle with the simple fact that they just don’t “know” what they “know”. Even with a variety of tools and applications on-hand for sharing and storing information, organizing and centralizing content is a constant challenge. “Knowing” is the first step in the process of managing all of your knowledge and information for easy access and dissemination;

Second, KM brings a process for sharing and retaining critical knowledge and information. More importantly, if implemented well, that process can evolve into a cultural norm of knowledge sharing and retention. Perhaps one of the most common KM problems is the loss of critical knowledge that walks out the front door when employees are lost through downsizing, retirement, terminations, or employees leaving for new job opportunities. Even when a position is re-staffed or responsibilities re-tasked, how do you recover the lost knowledge? The answer to that question is KM. And, when properly supported and integrated into the organizational culture, KM makes any loss of knowledge negligible.

Third, KM acts as a “war chest” to help organizations weather economic ncertainty and ride out market changes. Perhaps the single-most powerful financial benefit of KM is its ability to provide a convenient, organized, well-maintained, up-to-date proprietary source of knowledge and information just waiting to be exploited and leveraged across an organization. Ideas on new revenue streams, new business relationships, ways to increase or solidify existing relationships – all just a few keystrokes away.

Non-funky elevator person: (Impressed, but cautious) Well, that certainly sounds impressive, but why knowledge mnagement? It seems to me there are several departments already in place that could be tasked to address these challenges, why create another?

Me: (Confidently) You know, one of the things that I love to share with people is that every organization – documented or not, and usually, it’s not – has a KM strategy. When an organization makes the decision that they need KM or something like it, what they’re really saying is, “what we’re currently doing isn’t working for us”. So, first off, I’d ask you to think about the things I said before about what KM brings to the table and ask yourself how your organization is doing in those areas. And, if you do feel that there’s room for improvement, why wouldn’t you bring someone on-board specifically skilled in KM to assist in that effort? (Smugly) Would you see a podiatrist to talk about a rash or a dermatologist? I mean, they’re both Doctors.

Non-funky elevator person: (Humored) True, but I’m also thinking about the cost involved and the potential disruption to the workplace. I can’t imagine folks are going to just stop working and participate in KM.

Me: (Still confident because we’re still talking and I’m getting ready to unload some knowledge – watch out!) I like to think that the cost of KM is inherent in all of an organization’s on-going activity, identifying specific activities as KM is merely exposing a hidden cost. Additionally, you have to weigh the opportunity cost of doing nothing to the cost of bleeding knowledge along with all of the costs associated with “re-building the wheel” so to speak, which is what you’re doing each time you have to re-staff a position and bring that person up-to-speed. As far as getting people actively participating in KM activities you'd be surprised how many of them are in need of knowledge management and may have already repeatedly asked for a solution without specifcally calling it KM.

Non-funky elevator person: (Surprisingly impressed) That’s an interesting way of looking at things. So do you get started with KM?

Me: (Pulling out a business card) I’d start
with giving me a call, hahahahaha. We can set up a time to discuss setting up a KM audit for your organization and go from there.
Okay, so I know my dialogue is a bit hokey – I tried to make it less so, but each conversation is so different that you really just need to be able to hit the major points and hope for the best. This, of course, is how things would flow ideally, but it’s best to be prepared not only for different reactions, but for different levels of familiarity with KM, and, obviously, different questions about KM. Personally, I try to keep the dialogue open and make myself available to answer questions, but I’m also trying to convert this conversation into a opportunity; I want this conversation to develop into a business relationship, not just an FAQ session.

Anyone else have insight they’d like to share?

August 14, 2008

Out of The Box - Week Ending 8/15

Has this week flown by or what?? My only complaint is that I've got bags under my eyes from staying up late watching as much Olympics coverage as I can coax out of my telly. Well, I do have one other complaint, about the Olympics: is it too much to ask to see a little more tennis coverage? I'm reeling from the losses of the Williams sisters and Fed, but can we see anything more than swimming, gymnastics, and boxing (that's on one of the 24-7 cable channels every time I fip over to it). Kudos to Michael Phelps though, always a pleasure to watch dolphin-boy tread water. And, passport or no, is it obvious to anyone else that at least two of the Chinese gymnasts are just out of Huggies?!?!?!

Quite coincidentally this week's reads seemed to provide a variety of ideas for KM practitioners looking to branch out into independent consulting or to expand your practice if you're already doing your own thing, as well as innovative marketing and branding tactics.