Out of The Box - Week Ending 11/14

It's just after 2am and I've finished catching up on the latest episode of One Life To Live which has done a wonderful job (with the Todd/Marty/Tess storylines) of providing me with all the drama one could ask for...I believe that if I get all of my drama from daytime TV then that frees my real life up for all of the important stuff. Anywho, it's past time I posted an interesting OOTB list and, fortunately, there's been some interesting articles to read.

• Succession planning has become my new KM obsession and this article explores lessons learned from the McCain/Palin ticket.
• "Er, um...okay" of The Week: Tyra gives gift of sex change operation. Not something I'd expect to see on Oprah's list of favorite things this Christmas.
• Some businesses continue the sad trend of believing that customer service should be reserved for high-end consumers in an economic crisis instead of realizing that building brand loyalty requires treating all customers like rockstars, all of the time.
• How To of the Week: How to Set SMART Goals. Informative and concise whiteboard video that simplifies the process of setting SMART, actionable goals for your organization.
• Michael Hyatt pens a great post on 10 Benefits of a Recession on his blog, From Where I Sit
• Food for Thought: "America's Top Guerilla Marketer says the next big thing in advertising is honesty. Honestly." Can I get a side of that with an order of KM and some baba ghanouj?

Knowledge Management: The Organizational War Chest

OR, "How To Survive Being 'Voted Off The Island' During A Recession"

What's this?!?! Two posts in a month!?!?!? Shocking, I know :-D

So, after a weekend of exceeding my insanely frugal budget, I finally got around to completing last Friday's checkbook reconciliation on Monday. Imagine my surprise when I discovered I'd received an additional tax refund. Of course, it took me a while to realize it wasn't a mistake and that I'd actually been given a Stimulus Refund (whew, 'cause it would have sucked to have used that money towards my airline ticket to London for Fiona's wedding and then have to give it back). I guess this is the downside of not watching the evening news and mostly reading the entertainment section of the newspaper. But, hey, with my crazy work and tennis schedules, if I've got to choose between Gossip Girl and CNN clearly, I'm "movin' on up to the upper East side".

Anyway, as I wiki'd the Stimulus Refund while on hold with Sprint to order a new Palm Centro to replace the one I've only had for five months, yet still managed to brutalize (because, apparently, I'm hell on cell phones) I started thinking about the general crappiness of the economy which is resulting in an increasingly crappier job market and wondered about the role of KM during this downturn.

Considering how much Economics confuses me (especially those friggin' graphs), it's hard for even me to believe that I have a BS in Urban Policy Studies and that I was just two or three courses shy of getting a minor in Economics, but I do seem to remember that one of the major effects of a recession is unemployment. Not that I'm saying we're in one, just that the signs we're headed in that direction have been hanging in the sky for a while now. Of course, if you're getting an economic outlook from me, then you clearly have deeper issues.

It's ironic that in the information age, people are both an organization's greatest asset and greatest liability. At any rate, the massive loss of talent, experience, knowledge, and information that companies suffer during a recession is just one of the many reasons organizations look to KM as a strategic solution.

Unfortunately.

I say 'unfortunately' because downsizing and layoffs have the effect of transforming KM from a suppportive, cultural change strategy to a gestapo tactic operating in a culture of fear.

Even under optimal conditions, it's difficult to shift employee practice from knowledge hoarding to knowledge sharing but, during an economic downturn, when few are certain of their place in an organization (or the ability to find a new position should the need arise), it's down right impossible. At least not in a positive, reaffirming way. I mean, you might see an increase in accessing/downloading information from your knowledge base as employees "stock-up" in anticipation of a pink slip, but the uploads might be a little skimpy. After all, a good majority of folks derive a significant amount of their identity and self-esteem from their careers and when they feel threatened about the security of their job it's kinda hard to get them to participate in any process that diminishes their perceived value.

And, this isn't just about non-KM folks either. Having experienced the joy of being laid-off during rough economic times (and knowing other KM professionals in the same boat) you can bet your sweet patootie that unless KM is a money-making venture and/or you have friends in high places (i.e., social capital), your department and KM efforts may - in homage to Survivor - have it's torch extinguished.

This is one of the reasons that I don't like the "one big family" metaphor that too many orgs like to bandy about. Because, inevitably, when the hard times come, the ties that bind are hardly familial.

So, the point of all of this rambling is that a well-conceived, well-implemented strategic KM solution is a war chest that organizations can lean on, particularly in times of economic uncertainty. KM professionals need to be prepared to help their organizations navigate such waters while also demonstrating/confirming the value of KM AND building social capital, 'cause you can never have enough clout, baby!

How, you ask?

1. Be aggressive and proactive in addressing the challenges facing the organization and in offering strategic solutions
   To paraphrase President Kennedy, "Ask not what KM might could do for your organization, get off your butt and show them" (yes, the bad grammar is intentional). It's possible that your organizational leadership will seek out your input on an impending economic downturn, but there's no guarantee. A strong sense of self-preservation is necessary, so don't play wait-and-see. Take initiative! And, if for some reason, they are hard-headed and don't want to listen, that should be your first and last clue to get out of Dodge anyway!
   
2. Be a part of the process of assessing the organization's vulnerability to a recession and contingency planning
   If it turns out that such an assessment has already taken place, identify ways in which KM can be utilized and sketch out action plans for presentation to the leadership.
   
3. Establish or strengthen critical partnerships
   Particularly with Sales, Product Development and Finance...especially Finance...and, also with HR. By understanding and successfully helping these departments to meet their KM needs during a time of crisis, you're not only making them KM co-champions, you're generating social capital among those who hold the ear of the-powers-that-be and, hopefully, elevating yourself into that role as well.
   
4. Look for ways to leverage organizational knowledge
   I had a manager once who chided me for suggesting that we should build and sell our custom KMS to our clients as a new product offering. I understood his reasons for being against the idea, namely that the primary function of KM in that company was as a support service, not a revenue generator, but I disagreed. I still disagree.
   
   For me, what differentiates a Knowledge Manager from a corporate librarian (information 'gatekeeper') is the ability to take all of the knowledge and information resources that are being captured and shared, analyze it and develop strategies for leveraging it to improve an organization's market share and position. This is the holy grail of KM. Color me crazy, but in a bottom-line business what better way to demonstrate value than to have a direct impact on the bottom-line? Even though I know for many it isn't, in my opinion, this practice should be a regular part of a KMer's job. If it hasn't been, a recession would be a good time to demonstrate KM's ultimate value. (If you're doing your job correctly) You've got access to vast organizational information resources - use it!!
   
   As Carl George, Chairman of AICPA's National CPA Financial Literacy Commission posits, "Somebody's always making money, even in a recession, so if you can find out where those pockets are and if you have services you can provide to them, maybe you want to expand those services."
   
5. Stay the KM course
   This is more for the leadership than the KM professionals. If you want people to continue their participation in KM intiatives, even with a cloud of doom floating above their heads, then continue to support and promote your KM initiative. Clearly, putting your KM strategy and/or professionals on the chopping block suggests that either you weren't really serious about KM in the first place or that the KM strategy you were working with sucked...I mean, it wasn't working for you.

Lastly, I came across this little gem of wisdom from Mark Riffey's "Business is Personal" blog:

"If an economic recession does occur, choose NOT to participate. Everyone else will be cutting back, weakening their companies. They will let go of people who might be hungry enough to be your next superstar. The weakest of them may fail, or come close to it.

Almost anyone can run a company successfully during good times. During less prosperous times, the real management shows itself by preparing for the next boom and strengthening themselves."

Outwit. Outlast. Outplay. Survive.

Flip The Script: An Employee's Incentive To Share?

Writing this post has taken much more time than I thought it would. My thoughts have been all over the place with this topic and I'm sure it could easily be spread out over multiple posts (which I just might do), but since I have a tendency to go off on tangents, I wanted to be sure that I hit the most salient point first.

This post is written primarily for employees trying to understand how KM can benefit them, and less for practitioners looking for tips on achieving employee buy-in, but hopefully everyone can learn something valuable.

As any good professional must do, I was reading various KM-related articles and blogs last week when it occurred to me (not quite so suddenly; I've had this thought before, but now that I'm pounding the pavement I'm, perhaps, a little more sensitive to it) how very one-sided, arrogant, and quite possibly, unprincipled most, if not all, organizations are about their KM needs, and, subsequently, their KM strategies.

In so many of the articles/blogs/studies I've been reading, the focus (today, just as it was when I was studying KM 7 years ago as an undergrad) is on (1) how KM can benefit the organization and (2) implementing effective KM strategies that inevitably ask, "How do you get KM to work?" and "How do you get people to share knowledge/information?" All with very little, if any, consideration for the knowledge bearers in these organizations - the people they hope to get information from (and need to get information from in order for these efforts to be successful).

Anyone who works in this field should be acutely aware of the socio-economic and cultural landscape that has and continues to shape our attitudes about work and how we are valued at work (what I know = my value to the organization). The volatile and uncertain economy of recent years hasn't done much to change this attitude, on the contrary, it has reinforced it. While outsourcing, mergers, acquisitions and layoffs have driven organizations to seek out innovative and sustainable KM solutions, they have reduced employees' incentive to participate in them. And, quite honestly, why should they? What's in it for them?

I mean, if my company lays-off and/or outsources a section of its employees every couple of years then why should I care about their need to prevent valuable knowledge from walking out the very door they are holding open and possibly escorting me through? As long as I have the tools and resources to do my job, I'm good. And if I do find a pink e-slip in my Inbox, well then, at least I'll leave knowing those bastards don't have the benefit of my expertise and know-how - which I'll take to my next job.

And don't even think about asking me to train a replacement.

Harsh, I know, but this is the reality of today's workplace. Corporate loyalty died along with Customer Service. Unlike my parents' and grandparents' generations, people in my generation (That would be 'X') seldom stay in one place for the duration of their careers - both out of necessity (career and financial growth) and as a result of that volatile market I mentioned before. You're also competing - all of the time! Within your company you're competing for promotions and raises and exciting opportunities to demonstrate your value; outside of the company you're competing against people with either similar or more experience/education as well as folks with less experience/education than you who are willing to work for less! Reducing your personal competitive advantage isn't going to help you pay your bills or make it up the corporate ladder. Yet, in a roundabout way, that's exactly what most organizations are asking employees to do - give up some (or all) of your personal competitive advantage for the benefit of the organization.

And again, I ask, "Why? What's in it for them?" Organizations are fond of talking about corporate citizenship and employee responsibilities and quick to point out how knowledge sharing benefits the company "as a whole" (read: the people who realize the most financial benefit from the organization's success and prosperity), but the inability to answer the questions I posed previously, ultimately becomes the monkey wrench in the KM machine. That's certainly the case with the organizations I've spoken to.

My solution: self-interest and self-preservation.

Flip The Script
First off, most KM strategies I've come across aren't meant to directly benefit the employee. Oh sure, organizations want employees to have ready access to information so that they can be more efficient and productive employees, but they'd just as soon have you check that information at the door when you leave and re-acquire it again when you return to work. Fortunately, it doesn't work that way.

Knowledge managment is only partially about organizing information, the remainder of any good strategy is about leveraging that information - taking what you know and making it useful, beneficial, valuable. To "flip the script" and make KM work for you involves having a plan around where you want to go professionally and what you'll need to get there. Once you've got that in place make sure that for every contribution you make to the Knowledge Base, you take something for your self that takes you closer to your personal goals; call it a "user fee".

And don't think of it as stealing, because it's not, it's sharing. (This ain't like that Coca-Cola scam last month.) You are acquiring the skills you need to be a better worker, there's just no guarantee you'll be "a better worker" for that particular employer forever and ever.

Sharing Is Sensible, Not Stupid
It's a pain in the ass to let go of old habits and notions, particularly when it comes to our perceived value in an organization. After all, companies do pay you for what you know. However, that value is established (monetarily) when you're hired - the only (reasonable) way to receive a new and improved valuation is to increase what you know. (Certainly, you'll want to make more in your next job.) And, if the price of the new information is stuff you already knew, then share it already! Denise Rowe, one of my earliest mentors during my time with Ernst & Young, taught me that unless you are doing something no one else can do (and very, very few fall into that category) you are replaceable. It may suck to see you go, but if they can find someone else to do your job better or cheaper or both, they will. People who don't share, don't learn as much or as quickly as folks who do, so don't fixate on where you're at, focus on where you want to go.

Make A Plan and Follow It
My philosophy of KM is that the strategy should reflect the actual needs of the organization, rather than any industry standards or imagined needs. I know this seems pretty simple, but you'd be amazed how many organizations adopt strategies that don't follow this logic. When it comes to making KM work for you as an individual, I stress the same approach. In fact, that's how I achieve employee buy-in with even the most ornery folks, by asking, "What do you want?" and "What do you need?" (Every person, no matter how skeptical, has wants and needs, discovering them and putting a plan together around meeting them is the key to making a critic an ally). The central element of your plan needs to be understanding your career/professional goals. From there, identify the skills, tools, knowledge, experience needed to help you achieve your goals and determine how you can utilize organizational resources to this end.

Opportunistic much?!?! Hell yeah; better to be ambitious and opportunistic than complacent and bitter - and bitter is what you will be either watching other people assertively pursue (and get) opportunities you believed (the urban myth of) corporate loyalty would reward you with or standing in the unemployment line looking dazed and confused.

Sharing Makes You Shine
Now, with a sub-heading like that, you might be inclined to think I'm about to stab you in the back and give some sell-out speech on the Joy of Knowledge Management, but trust me on this. Just like companies who inform their industry are perceived as industry leaders, people who share most frequently are considered experts and "go-to" people. You want a quck assessment of your value to the organization? Take a look at who is coming to you for information and how often. You don't get that by passing the buck or playing stupid - in fact, you could be a solid performer, but when people can't or don't come to you with questions or for solutions, it's easy for you to become one of those people whose actual role everyone questions, "What exactly does so-and-so do?" Now, of course, you don't want to be a Stan (that's my imaginary know-it-all who is incapable of getting his own job done because everybody comes to him with their neverending questions).

And you don't have to be.

Stan's biggest problem is not that people come to him for everything, it's that he doesn't know how to manage people to prevent them from interfering with him doing his job. Share what you know, but share wisely. Besides, isn't that what the company's new KM system is for?

The implementation of a new KM system/strategy doesn't have to be a blight on the workplace. It also doesn't have to be just about what the organization hopes to achieve towards its bottom line. Developing your personal competitive advantage is an excellent individual benefit of KM for the ambitious, motivated employee dedicated to furthering the goals of their own bottom line.