Showing posts with label Social Capital. Show all posts
Showing posts with label Social Capital. Show all posts

October 25, 2010

The Cult of Knowledge Management

Although it might not seem like it from all of the activity on this blog, I have been writing my ass off the last few months. Unfortunately, the down side of doing it offline is that I have to rev up my creative juices in order to write as freely as my wit and wrongness require. Thankfully, a little “dab” of Cher and Junior from my undergrad party days at Backstreet seems to help.

Ahhh, the club days. It seems like just yesterday that I was screaming for a DJ and sweating alcohol and second hand smoke into some ridiculous get-up. Wait, it was yesterday – house party, then MJQ and my favorite new cocktail: JD and sweet iced tea. Tell me again when I’m supposed to grow the hell up?!?!?! Well, as long as my Wii fit age is less than my real age I’m gonna keep whippin' my hair back and forth!



Anywho, a few months ago, I was researching social movements for inspiration on KM Branding when I came across a typology of social movements based on the work of the late anthropologist, David Aberle. As shown below, Aberle proposed four types of social movements (Alternative, Redemptive, Reformative, and Revolutionary) that revolved around two questions: (1) Who is the movement attempting to change, and (2) How much change is being advocated?

  • Alternative social movements seek to facilitate limited change within a limited population. Example: Planned Parenthood, because it’s directed toward people of childbearing age to teach about the consequences of sex.
  • Redemptive social movements also operate within a limited population, but seek to bring about a radical change. Example: Some religious sects fit here, especially ones that recruit members to be ‘reborn’.
  • Reformative social movements target the entire population while seeking to facilitate only a limited change. Example: Environmental movements, because they encourage everyone to aid in improving the environment.
  • Revolutionary social movements seek to (radically) change all of society. Example: The Communist party is one example of a movement seeking to radically alter social institutions.
Since two of my previous approaches – Green KM and Guerrilla KM (‘reformative’ and ‘revolutionary’, respectively) – were a surprising and unexpected fit, I challenged myself to round out the model with two additional approaches: The Cult of KM (Redemptive) and (my upcoming) 12 Step KM (Alternative).

Despite all of the negative information out there about cult leaders and cult formation, I’ve had a blast with the Cult of KM. I suppose it's understandable given that cult leaders aren’t really perceived as the most positive people in the world. Actually, because of their ability to exert influence and authority over others to the extent that folks will do anything for them (and a general lack of hesitation about doing so) cult leaders are an extremely dangerous lot. Still, as much as we condemn them there are plenty of folks out there who wouldn’t mind having their mojo! For knowledge managers, the ability to build a cult-like following can make a world of difference. Like, let’s say, the difference between a bright future and a career change.

Why a Cult of KM?
Let’s be honest, building and championing organizational initiatives can be straight up ridiculous! And, it sure as hell doesn’t get any easier when the initiative involves changing not only processes, but behaviors. The questions people ask regarding change initiatives are reminiscent of the terrible-two’s: Why? Why do I have to change? Why should I change? Does everybody have to change? Aren’t we changing every day? What if I don’t want to change? Can I change into whatever I want? Why do you get to tell me what to change? What’s change?

Just to refresh your memory, the objective of KM Branding is to provide education and promote awareness of KM; in effect, responding to (and attempting to mitigate) these questions as well as the bazillion others you’re sure to be confronted with as you go about doing “that KM voodoo that you do so well”. Contrary to the stereotype, in building a cult of KM you’re not trying to create a mindless mass of followers…unless you are. Hopefully, you’re not quite so sketchy and truly focused on building quality relationships and developing a level of KM understanding that enables its institutionalization.

Unlike (the equally radical) Guerrilla KM, which utilizes more of a grassroots, “power to the people” campaign/approach, a Cult of KM focuses on building social equity (or capital) among a limited, targeted group of organizational stakeholders who are in the best position to help promote and champion KM.

Creating a KM Cult(ure)
“It is important to recognize, however, that so long as only one person holds a religious idea, no true religion exists. We conceptualize successful cult innovation as a social process in which innovators both invent new religious ideas and transmit them to other persons in exchange for rewards.” (Bainbridge & Stark, 1979)
As practitioners, no matter how great we think KM is, it doesn’t mean diddly if we’re the only ones who recognize that greatness. Furthermore, you can be a fuckin’ “A” fantastic knowledge manager with charisma to spare, but if you’re not actively engaged in proselytizing KM (and asserting yourself as the organizational authority on the subject) success will be fleeting, if at all. I mean, c’mon, if you’re not actively engaging the audience you’re after, how the hell are they supposed to know you’re out there? KM may well be the set of strategies developed and pursued to improve how knowledge is shared and leveraged, but executing these strategies isn’t enough – you need to create a movement that elevates KM from good business to a religious experience. No surprise, however, that cultivating this type of experience is easier said than done.

As organizations adapt to rapidly changing markets with continuous efforts to improve operational efficiency, change fatigue has, increasingly, become a common problem across industries. The result: people don’t "fall" for every new fangled trend or technology comes along…especially when it’s marketed as a panacea. The beauty of KM, however, is that managing knowledge is something organizations are constantly and actively engaged in so you don’t have to sell them on KM as a new, profit-making/money-saving fad; you just have to sell them on your ability to improve how the company is managing its knowledge. To do this, you have to demonstrate amazing (prophet-like) awareness, insight and perceptivity into the issues facing the organization while discreetly solving some of these issues – and publicizing the hell out of the results (of course, focusing less on what you did and more on what you achieved to build a reputation).

At any rate, I’m hopeful that shedding some light on these four building blocks of a cult will be useful in securing the influence and social capital necessary to spread the “gospel of KM” in any organization. (Props to Tobias et al, Banbridge & Stark, and Rick DeLong's Socionics blog for providing some of my research material.)

Four Components of a Cult
  • Compensators
  • Proselytization
  • Asserting Authority
  • Maintaining Control
Roping the Mark: Dispensing Compensation
Every now and then I feel the need to drop an ugly truth about current KM practices that I hope will enlighten a lot more than it exasperates. With absolutely no disrespect to all of the successful, functioning KM initiatives out there, some of you don’t have so much of a KM culture as a Religion of the Yellow Stick in which people are dragged, kicking and screaming, into KM activity rather than brought over at their level of understanding and in their own good time. Granted, time is a crucial factor and conversion isn’t the most expedient route but the long-term success of KM is in its sustainability beyond any mandate. It’s not how many active participants/users (read: seats filled) you might have on any given day (when brandishing your stick), but an accepted belief in KM that leads to ingrained, normalized (read: ritual) KM behavior (practicing and preaching).

This is important to know because securing the buy-in of organizational stakeholders isn’t like converting some “rice Christian” with the promise of KM’s transformational qualities and the customary “quick win”. Nor is it likely that these stakeholders will be lined up outside your door waiting for you to save them (at least not to start with, muahahahaha). No, chances are you’ll be pulling a Carl Lewis running after folks and trying to nail down time to talk about KM, so, like any good salesperson/cult leader (same difference in this context), you have to make your time count.

Banbridge & Stark define compensators as “satisfying articles of faith, postulations that strongly desired rewards will be obtained in the distant future or in some other unverifiable context”. In KM-speak that means having a strong KM value proposition; and by strong I mean tricked out like a Transformer! KM professionals should, at a minimum, already be involved in conducting SWOT analyses, market research, and understanding the history of change initiatives (both failed and successful), the organizational culture, and the general attitude towards change. But, the key to developing the most beguiling and irresistible compensators is in thoroughly understanding the personal and professional needs of your stakeholders. What motivates them – money, power/influence, respect…genuine altruism? Only by understanding their motivations can you exploit them!

I know, I know, I sound like one shady bee-yotch right now, but step outside of my seemingly sinister scenario for a moment into the cold, harsh light of day (and your marks’ shoes) and ask yourself: Aside from a top-down mandate to do so (and people still find ways of ignoring those – you know exactly what I’m talking about) why should any of these people give a rat’s ass about you and your KM initiative? What do they really get out of drinking the kool-aid or swallowing “the little red pill”?

Sidenote: For your sake, I hope that you won’t make the mistake of assuming that just because it’s someone’s job to do something that this argument alone will be sufficient to sway them. And, unless you’re dealing with a hardcore altruist, don’t bank on “the benefit to all” argument. Lastly, please, please, "Dear Lord baby Jesus, lyin' there in his ghost manger, just lookin' at his Baby Einstein developmental videos, learnin' 'bout shapes and colors" don’t try to persuade anyone with the idea that it will make them look good or impress higher ups (even if it will) unless you are absolutely, positively sure that this is their Achilles heel.

That said, if the only answer you can come up with (to my pre-sidenote-rant question) is some tired, re-hashed diatribe on the bennies of KM (blah, blah, blah) then not only should you expect to be blown off (hopefully in a Miss Manners approved fashion), you kinda deserve it. In business, as in life, people prioritize relationships and activities according to what matters most to them (not you). Compensators should be relevant to the mark! You have to find each of their Achilles heel – vanity, ambition, social conscience – and play it (with every ounce of class you possess) to the hilt. Roping the mark is not so much about selling KM as it is about selling yourself as a solutions provider, the answer to their unspoken prayers; you’re “roping” them into a relationship with you in which you are regarded with great respect, thoughtfulness, and consideration.

You want their confidence.

I’m sure that some people may not see the point in separating their KM and “solutions provider” pitches but keep in mind that you’re building a “following” by developing relationships, not by selling a service or product – even your compensators are simply a hook! Every half decent sales professional knows that the highest quality and most enduring buyer-seller relationships are built on trust that has been carefully cultivated – not just having the best price point at the moment. While some of your stakeholders might be characterized (or even self-describe) as having little time for “small talk” or sales pitches with requests that folks simply "cut to the chase", your success as a KM cult leader is dependent upon setting the pace.

The Royal Road: Socializing KM
“…I guess Professor Zueblin is right when he says that thinking is the hardest work many people ever have to do, and they don't like to do any more of it than they can help. They look for a royal road through some short cut in the form of a clever scheme or stunt, which they call the obvious thing to do; but calling it doesn't make it so.” (Excerpted from Obvious Adams, p50)
The classic idea of a cult is that it’s a con, there is no light at the end of the tunnel, pull back the curtain and the all-powerful Oz is a powerless fraud (read: no skills, experience, and/or abilities) who was swept away in a hot air balloon (read: momentum of a, potentially great, idea). So, one might reasonably ask, “If you’ve got the goods and can deliver on your promises, then why all the hoopla, why the need for the con-like approach?” Basically? Because people like to be schmoozed, they want to be seduced…they want to believe that there is a “there” out there! As the timeless tale of Obvious Adams illustrates, some folks have a difficult time acknowledging and accepting the perfect simplicity in a strategy or idea; a fact that leaves many susceptible to idiots and con-men (go you!!). So, it advances the cause (well, your cause, at any rate) to craft a mythology around KM, wrapping the KM vision and strategy within a grand illusion that sets stakeholders off on a great adventure down a royal road to the solution they’re seeking.

Before you “poo poo” the idea, consider that any idiot can offer a solution – what makes yours stand-out, what gives it substance and merit, makes it worth listening to? The ability to deliver solutions with an appropriate and convincing display of showmanship is an art that distinguishes “good” from "great". Mythologies, like fairy-tales, are an enduring, time tested medium for imparting knowledge, wisdom and values. And, unlike, many traditional business communiqués, they travel well across an organization (nothing travels better than gossip, conjecture, and enigmatic tales). In addition to the fun, excitement and entertainment value inherent in this approach (fun is not anathema to business no matter what you learned in B-school), a well-crafted mythology can be an effective tool for piquing interest in and sparking discussion about KM, socializing the KM vision and desired values of knowledge sharing, and promoting KM’s various services and benefits.
"It [the fairy tale] addresses itself to the child’s sense of courage and adventure. The tale advises the child: Take your courage in hand and go out to meet the world head on. According to Bruno Bettelheim, the fairy tale offers this promise: If you have courage and if you persist, you can overcome any obstacle, conquer any foe.

"By recognizing a child’s daily fears, appealing to his courage and confidence, and by offering hope, the fairy tale presents the child with a means by which he can understand the world and himself. And those who would deodorize the tales impose a fearsome lie upon the child. J.R.R. Tolkien cautioned, “It does not pay to leave a dragon out of your calculations if you live near him." (The Read-Aloud Handbook, Jim Trelease)
Perhaps one of the most pervasively frustrating issues hounding knowledge management professionals – regardless of experience or organizational type – revolves around making KM work. Often, the answer lies, simply, in making KM real – an actual organizational challenge requiring an actual strategic solution. I mean, hey, if you can’t sell KM, then how do you expect to sell a KM solution? And, continuing my trend of advising on what not to assume, don’t assume that just because a KM need has been identified (as evidenced by the job posting that lead to you getting hired) that there is universal agreement on what KM is or the best approach to managing KM-related issues. Even in the (shocking, amazing) event that such consensus exists, there will, likely, still be a need to socialize KM that will facilitate building the foundation for your emergence as the KM cult leader (a.k.a solutions provider). After all, unlike charlatans of old who relied upon deception and ambiguity, the solution you are offering truly exists! The mythology you create not only illuminates, placing a spotlight on organizational needs with a colorful, inventive lamp, it also demonstrates a profound awareness and understanding of these needs and spreads the message (the “good word”) that there is an enlightened and achievable way of meeting these needs.

See there, you’re not some ratchet con-man – you’re offering an explanation for phenomena beyond folks comprehension, a sense of security in the face of uncertainty, and most of all, you’re offering hope …hope that there is a reason, that there is a way, that there are answers to all of the unanswered questions and unmet needs. Really, your organization is so lucky to have you.

And it’s important you make sure they know it.

Parting the Sea: Asserting Your Guru-ness
“In life one has to face a huge assortment,
Of nauseating fads and good advice,
There's health and fitness, diet and deportment,
And other pointless forms of sacrifice,
Conversation? Wit? I am a doubter,
Manners? Charm? They're no way to impress,
So forget the inner me, observe the outer,
I am what I wear and how I dress"
(Excerpted from My Strongest Suit, Aida)
Generally speaking, I’m not a fan of proselytization, particularly when it comes to spiritual matters. I’ve always felt that God, who set the stars in the Heavens and created the Earth and the Sea and all life on this planet probably doesn’t need PR (especially when you consider some of the people speaking on His/Her behalf). Color me crazy, but I’m thinking the work speaks for itself, y’know? But hey…that’s my take.

Wannabe cult leaders on the other hand, could definitely benefit! Shameless self-promotion may be gauche but what’s the use of spreading “the good word” of KM if folks don’t know that there’s a bonafide KM guru in their midst? You’ve gained their trust, you’ve spread the gospel, now it’s time to reap the harvest.

When you compare the roles typically ascribed to a guru (teacher, leader, motivator, counselor) against the ones a Knowledge Manager must play (all of the above PLUS evangelist, confidant, problem solver, hand-holder, networker, make-shit-happen-er) the gap between guru and Knowledge Manager is virtually non-existent…that is, if you have the cojones to take the leap! For those of you that do, a few pointers..."
  1. Pursue stealth relationships.
    In their book Captive Hearts, Captive Minds authors Tobias, Lalich, and Langone describe cult leaders as having "an outstanding ability to charm and win over followers. They beguile and seduce. They enter a room and garner all the attention. They command the utmost respect and obedience." Acquiring the initial trust of your mark is only the first step in building long-term relationships that deepen your rapport, strengthen your influence, and enable you to discreetly identify and discover critical needs (and by that, I mean plural – go hard or go home!) so that you can manifest solutions seemingly out of thin air. The key is in identifying multiple needs that you address at your discretion (not theirs) which reinforces the notion that you are indeed the Wizard of KM and not a one hit wonder.
  2. Be a problem solver, not a problem explainer.
    Although I’m fond of being “Mr. Full Disclosure” and a firm believer in transparency, the culty-guru in me recognizes that my effectiveness isn’t tied to these goody-goody character traits. Both you and your audience (but mostly you) want to feel like you are a miracle worker, so cut to the chase. Problem solve with minimal to no explanation of how. For solutions with long-term benefits, avoid speaking too much about them up front so that you can mine them for future wins. Take metrics, for example, unless it’s a key part of the solution being provided, don’t disclose that you’re tracking them until you generate your first report. Besides, too much time spent on talking about a problem (or its solution) is just going to give folks a headache anyway.
  3. Keep it cool and zen-like.
    While there are moments when showing a chink in the armor (never more than two) can be beneficial to growing your legend, the ability to project awe-inspiring confidence and intrepidness along with an uncanny sense of control are important assets for a culty-guru. Fueling the flame of (belief in) your enlightenment requires anticipating and planning for future needs and challenges in order to remain two steps ahead of your stakeholders while giving the appearance of either being nonchalant or excited (whichever feels right) about these developments. Keep in mind that when your stakeholders are stressed out, it’s business as usual; when you’re stressed out, there’s a problem. Also, god-like confidence: sexy as hell!
  4. Think before you act and act before you speak!
    Deliver on the promise of something great and transformative by speaking more with your actions and less with your words. And, when you do speak (for example, in a meeting where solutions are being solicited), speak plainly, directly (matter of fact), and succinctly, declaring your solution as if it were the most natural and obvious thing in the world. Mind Control 101 author JK Ellis offers the following advice: “Be accessible as a person but present your knowledge and wisdom as being rare, expensive, mysterious, and only for those who are truly ready for it. This compromise allows you to build deep personal bonds with people yet have them want more of your presence."
  5. Manage your accessibility.
    Given your target audience, you should fully expect potential followers to be high on need and low on time (for anyone or anything they don’t consider a priority), ensuring that you – capable, ambitious, self-directed minx that you are – are always in demand. But do not, I repeat, do not, make yourself available to be anyone’s problem-solving bitch! Building a cult of KM isn’t just about branding KM you’re also branding yourself! Remember that not only are you an expert but you’re the expert providing critical solutions, so, at a minimum, be only as available as your adherents. Why is this important? Because if your target audience fails to fully appreciate your time and talent then the social equity you’ve been questing after (“my precious”) ain’t gonna happen. Social equity isn’t conferred just because you made shit happen, it’s given because your expertise is valued, respected, and greatly desired. Plus, being available at the drop of a dime gives the impression that you’re a genie in a bottle.
  6. Build (and maintain) the mystery.
    Downplay the amount of work involved in making KM happen. Create the illusion that executing KM is a magical process, regardless of the actual work involved. You want stakeholders to believe that you have a gift for making KM work beyond anything that they could do themselves. Hold fast to this knowledge – your job is to improve sharing of organizational information, not your trade secrets. And when you do share, don’t give it out like candy.
  7. Herd the sheep, reinforce the message.
    When creating a movement of this magnitude it’s easy to get lost in the sea of glory, power, and public exaltation that is sure to mark your ascension however, in addition to the many feats of awesomeness you will, no doubt, perform, it’s important to regularly set aside time to “light the way” for your flock. Being a leader (and physical manifestation of KM) means being a mentor…a shepherd. You must accept your responsibility for providing guidance and wisdom. By creating and seizing learning opportunities – the teachable moment – to improve their understanding and awareness of KM and good knowledge sharing principles not only are you actively involved in shaping their concept of KM, you are asserting yourself as the authority on all things KM.
The Wizard of KM: Maintaining Control
The Wizard of Oz is an excellent example of how effective good mythology and creative theatre can be used to advance an agenda. This dude, literally, blew into a cult leader’s dream – an entire town eagerly willing to offer up their hopes, submit to delusions, and confer power upon some jamoke in a hot air balloon. He didn’t even have to create his own mythology just perpetuate the one they built for him! Sadly, his masterful, though deceitful, use of theatre was less about consolidating power (‘cause he really didn’t have any) and more about not getting busted and, possibly, killed by a wicked witch. In the end, his duplicity was uncovered by a dog.

A dog. Damn.

Despite the potential sketchy-ness of the tactics I espouse in building a KM Cult, I still believe it can be achieved without sacrificing the values of sustainability, empowerment, and community development that epitomize my KM vision (“reaaally I do, reaaally”). Having a hustle doesn’t mean that you can’t be sincere and on the up-and-up (or mean that you’re the anti-Knowledge Manager). Neither does having good intentions mean that you have to be Mother Teresa. In fact, after all the work you’ve put into cultivating your little movement, you’re going to need a dab of “slick Rick” and a bit of theatre to ensure its continued success by keeping your flock on the straight and narrow and fending off dime store demagogues! The triple threat you’ll definitely want to stay on top of:
  • Time constraints that interfere with stakeholder participation/indoctrination
  • Stakeholder skepticism
  • Stakeholder belief that their regular input is unnecessary or irrelevant
While theatre is a useful tool for engaging and amusing stakeholders (e.g., creating a name and special language for the cult; using nicknames to promote camaraderie; assigning totems and gifting physical representations, etc.) the weapon of choice for maintaining control is, without a doubt, thought reform.

As defined by Dr. Margaret Thaler Singer, thought reform (a.k.a. "brainwashing"; I prefer “behavior modification” for our purposes) is the “systematic and incremental application of psychological and social influence techniques to produce specific attitudinal and behavioral changes.” These changes are meant to occur without being immediately noticeable to the mark but I have a hard time seeing some of the more traditional techniques making any sort of a splash in a corporate environment. Come on, ritual dieting and fasting: Food is what gets most people through the workday so unless you plan on slipping something into their Lean Cuisine you’re not likely to change their diet or cause them to quit eating full-stop. And, while you might get some attention for going on a food strike I guarantee it won’t be the kind you’re after. Then there’s group pressure and “love bombing”: You don’t have to force singing, hugging, touching, and flattery on anyone – this stuff happens easily enough under the influence of alcohol at Happy Hours and raucous holiday parties all the time! Unless your strategy is to blackmail anyone stupid enough to get caught on film, you might wanna take a pass. My favorite has to be isolation and separation: are you kidding me, most folks pray for the opportunity to be isolated and separated from colleagues and co-workers.

Luckily, I’ve outlined a list of more useful tactics for altering stakeholders’ perception of KM.
  • Meditation, Affirmations, and Admonitions…Oh My!
  • Objective: KM Consciousness-raising Rationale: These practices encourage stakeholders to continuously think about their issues from a KM perspective. As a culty-guru, you want to foster the habit of adherents soliciting your advice/feedback and asking themselves “How can KM help (HCKMH)?” each time a challenge arises. In the beginning you may have to wean them by selectively and proactively addressing needs (that you’ve identified) while impressing upon them the criticality of taking the first steps to contact KM ("KM helps those who contact KM"). Consider a framed desktop admonition: "Breathe in. Breathe out. Call KM." Also, consider routinely tweeting affirmations! Another weaning technique: as you become aware of challenges facing stakeholders send out brief, unsolicited emails offering sage (yet vague) advice with a reminder of your availability to help (hold on to full solutions until you score a face-to-face). Introducing yoga into your KM workshops is a creative way of encouraging stakeholders to take valuable “me time” while teaching them how to channel their energy into being more focused, deliberate, and productive in their roles. And “Kaaaaay Emmmmm” makes an amazing chant!
  • Sharing in Community
  • Objective: Symbolic self-surrender Rationale: Lead KM workshops in which stakeholders “confess” their thoughts and feelings about KM (i.e., concerns, level of understanding), sharing knowledge (i.e., impact on personal power, status), workplace issues, etc. This is a clever method of empowering stakeholders (in ways that support your agenda) by addressing and allaying fears, increasing rapport, and uncovering new opportunities. This is also a fantastic opportunity to redistribute power! As the facilitator, the person responsible for absolving stakeholders of their "sins" and guiding them towards enlightenment, your role as shepherd and guru becomes increasingly evident.
  • Stigmatize Wrong Behavior
  • Objective: Reinforce standards Rationale: As a rule, I don’t agree with the practice of rewarding employees for demonstrating good knowledge sharing…'cause it’s kinda your job and you shouldn’t be rewarded for doing what you’re supposed to be doing anyway. On the other hand, vilifying bad or poor knowledge sharing helps to set and reinforce standards. Obviously, you can’t go around tacking scarlet letters on people (though if you could I wonder what letter(s) would be used…suggestions?), but creating marketing campaigns in response to unacceptable behaviors – especially campaigns that target the perpetrators (without naming names) – carry a special stigma all their own.
  • Build Attention Traps
  • Objective: Make KM the center of the universe Rationale: Though the concept is decades old, attention economics has become my new mini-obsession, especially since we seem to be living at the height of the Attention Economy! In every aspect of our lives, we are barraged by an insane variety of social, political, economic, and technological forces vying for our attention. Moreover, we are actively exchanging our attention for currency. Attention traps are designed to create a "centripetal gaze" that, essentially, sucks people in. Once you’ve "cracked the stakeholder code" and succeeded in securing a measure of trust bombard them with provocative and alluring attention traps designed to place KM, squarely, at the center of their universe (“KM is all!”) and enhance their commitment to active knowledge stewardship.
  • The Tao of KM
  • Objective: Establish a "higher purpose" among stakeholders Rationale: A common cult teaching is that members of the group share a higher, divine purpose to which their communion and activities are ascribed. Given the radical change your KM cult is attempting to make within such a limited population, this concept is practically tailor made. Indeed, targeted your stakeholders because they’re special – they possess the social capital you need to acquire in order to do bigger, better things with KM across the larger organization. So, advising them that they have a higher purpose (let’s say, to transform the company) isn’t necessarily a lie or a bad thing because they do. Attributing problems experienced by those outside of the group (perhaps in another department, division, or company) as the consequence of being on the "wrong path" is wading into slightly murkier waters. However you choose to spin this “higher purpose” it should appeal to your stakeholders self-interest and entwine their needs/wants with the organizational mission to promote congruence between their personal agendas and beneficial to the organization’s bottom line.

August 22, 2008

Out of The Box - Week Ending 8/22

This week is dedicated to the letters 'K' for krazy and 'P' for patience, because that's what you need when life gets krazy, hahaha.

Sadly, with the exception of Kanye West's BeKanye advert, I had nothing too interesting in the way of celebrity gossip and I usually reserve camping out on Page Six and New York Social Diary for the days when my desk isn't covered in paper (since I can spend hours researching the social elite and their - sometimes sketchy, sometimes impressive, and always entertaining - ways.

Anyway, this week's 'Out of The Box' reads were a total mixed bag.
  • Yet another article supporting the reason organizations need KM. Looking for a way to survive a talent shortage, consider including succession planning and knowledge transfers strategies(Training/Coaching/Mentoring) into your KM initiatives.
  • The days of schmoozing clients may be over for sales-folks, but it can't hurt KM professionals looking to build social capital within their organizations.
  • 'How To' of the Week: How to Hypermile

  • Beacon wasn't such hit for Facebook, but can something like it help you to understand the users of your knowledgebase?
  • Companies today seem to go overboard to stop employees from griping publicly, but knowing what is being said about your organization, inside and out, is part of managing knowledge too.
  • Cool site: e-BIM enables you to share with your peers a method, a solution, a proven best practice that solves your specific problems when you need it solved. It's easy. It's fast. It's free.

July 30, 2008

KM: The First 90 Days

NOTE: Not 10 minutes after publishing this post I hopped over to Green Chameleon to get my weekly 'fix' and sure enough there was a post (from Monday) on Cory Bank's First 180 Days. Now that's synchronicity! Take a moment to check out Cory's 'Corz and Effect' blog. (8/31/08)

Yesterday, I was working on a blog post for another topic, thinking about the process of selling KM, when it came to me (through a series of incidental thoughts) how the thing that would have been most helpful to me with my earlier positions in KM would have been a plan for my first 90 days on the job.

Hindsight is 20/20, unless the alcohol blurs the details or you just don't want to remember, but I do recall, several times, starting out and wishing that I'd had more direction...more strategic objectives...to kick-off my KM efforts (and make me look like less of a bumbling idiot).

In one position, I remember receiving my 90-day evaluation and, despite having completed all of the documented goals that had been set, being taken to task for not acheiving a bunch of unspoken expectations (both of me and KM). Following this experience, I came to realize...okay, immediately following this experience I was looking crazy as hell, but several months down the road what I came to realize was the importance of truly owning a project - being thorough and ambitious in setting goals beyond, even, what might be formally agreed upon; reading between the lines and intuiting as much information as you can from what isn't said; and, most importantly, establishing yourself as the expert.

Nowadays, whenever I begin a KM project, I go in with two things (three, if you count my quirky personality): a KM roadmap, which I pass out like candy to everyone in the organization with even a passing interest, and my 90-Day Plan Checklist, which I keep taped (and hidden) inside the cover of my little notebook/planner. Regardless of what goals I may set with the person or people to which I report (these tend to be a bit on the conservative side), my checklist is on and poppin' and focused on the following goals:


Goals For The First 90 Days
  • Market KM - Create a 'buzz' around the organization and build some interest, excitement...or both!
  • Demonstrate your value to the organization - Reaffirm the organization's investment in and commitment to you!
  • Develop a strategy - One that spells out both short-term and long-term KM goals!
  • Produce a deliverable - At least one, but the more the better!
90-Day Checklist

1. Complete your Knowledge Audit
It's basic business sense that every good project begins with a good evaluation of the situation. A comprehensive knowledge audit provides all of the information needed for creating a KM strategy. Components of the audit include:
  • Auditing existing knowledge assets, learning systems, organizational practices and behaviors
  • Identifying and evaluating organizational needs and challenges
  • Mapping knowledge flows (how information is shared across the organization)
  • Understanding and setting expectations of KM
  • Defining and documenting the scope and vision of/for KM
  • Aligning KM strategy with business strategy; and,
  • Achieving buy-in of the KM vision/scope
2. Know the political landscape and confirm at least 3-5 allies
Understanding the environment and the culture in which you are working is critical! There are so many 'X-Factors' that can jack up your KM efforts and a lot of them have to do with political forces that existed long before you came on board. Add to that any lingering change fatigue and the geneal uneasiness of either a new or resurrected strategy that might be perceived as a distraction from getting work done or a stab at someone's power base and you've got a potential hot potato on your hands.

By confirming at least 3-5 allies - people who understand and believe in what you're doing - you're beginning the process of building your own power base. And trust me, eventually you're gonna need it!

3. Convert 1 Skeptic
It's extremely rare not to have any naysayers. These are people who either don't believe in the utility or credibility of KM or who simply don't think you're up to the task. When faced with these folks resist the urge to tune them out. There's no better marketing tactic than turning your haters into supporters (even if it's begruding support). Just remember not to be to ambitious on this point. The deeper the cynicism, the more time involved in conversion; save your biggest critic for the next 90 days!

4. Complete your strategy blueprint
I tend to take a consultative approach to the interview process, so if and when I get a job it's usually based on the high-level strategy overview that I present to prospective employers (the result of early interviews and some deft research into the organization, its industry, and competitors). Because of this, I always have the shell of a strategy just waiting for the results of the knowledge audit. However, even if you're starting from scratch, after 90-Days (depending on the size of the organization) you should be ready to present a detailed strategy blueprint for review. You KM strategy blueprint should:
  • Document and outline the KM/Change strategy
  • Set goals and establish pre-implementation ROI metrics (e.g., Potential for improved performance, Estimated implementation costs, Worth analysis - verifies the worth of implementing KM/Change initiatives by comparing costs against potential outcomes)
  • Define critical success factors and key performance indicators (KPIs)
  • Identify, prioritize, and estimate functional requirements
  • Document and outline branding strategy (Comprehensive marketing and training plans to support deployment)
  • Design the KM team
  • Identify the tools and resources needed to implement strategy
  • Determine “build (internal) vs. buy (outsource)” with regards to KM applications/tools
  • Evaluate availability and efficacy of both internal and external resources/tools
5. Market KM
If you ask me what I think are the three keys to a successful KM strategy I'll tell you this: (1) a knowledgeable, assertive, dedicated KM professional, (2) a committed, supportive, and invested organizational leadership, and (3) a rock-solid marketing plan.

KM has to be managed like a product - one that know one really understands and which folks are prematurely led to believe they won't like. Think about a movie that you are dead-set against going to see (maybe the reviews were bad, maybe the previews weren't flattering or appealing), but then someone drags you to see it and, surprise, you love it! That's exactly what you're dealing with and, with a kick-ass marketing plan and a smokin' KM strategy, hopefully the end results will be the same. (Note: All of the marketing in the world can't fix a bad strategy. Your marketing efforst will be for naught if, as author, entrepreneur and consulting guru Rob Ryan says, "the dogs will not eat the dog food.")

How do you market KM?
  • Within your first week have HR or your boss email an announcement on your appointment with a brief description of your duties and background
  • Hold one KM brown bag each month
  • Claim some "real estate" on the corporate intranet site for KM messages and announcements
  • Host a company 'networking' mixer for employees
  • Establish and publish a weekly or bi-weekly e-newsletter highlighting current organizational activity (folks love to talk about themselves even if you have to spend time alternating between being Sherlock Holmes and Lois Lane)
  • Establish and publish regular KM 'Impact' Reports which, rather than focusing on organizational activity, provide a brief summary of the economic (impact on the bottom line) and social (influence on the culture) results of KM efforts.
6. Solve a couple of minor problems and pluck some low-hanging fruit!
Lately, I've been hooked on the Facebook application, Mob Wars, the goal of which is to rise up the criminal ranks from petty criminal to head of a mafia empire (none of that Sonny Corinthos bubble-gum mafia for me!) Surprisingly, I'm addicted. The quickest way to make money, build experience, and move up is to complete relatively minor 'jobs' (muggings, burglary, liquor store robberies...that kind of stuff). Tackling 'low-hanging fruit' in your first 90-days is pretty much the same deal. Problems are identified easily during routine "getting to know you" conversations with folks. Even if these problems aren't exactly KM-centric, your ability to satisfy their need is what will win them over and ingratiate you. This is what builds a power base.

And sure, you want to avoid being some kind of corporate 'cleaner' that everyone runs to for all of their miscellaneous needs, but that's a problem for the next 90 days (or the 90 after that), in the first 90 days your goal is simply to be recognized as a problem-solver who adds value to the organization.

Hope this helps someone to avoid some of the mistakes I made starting out.

Cheers!

May 14, 2008

Knowledge Management: The Organizational War Chest

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


Survive This!!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.

KM is Disco Baby!!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.

August 20, 2006

Applicable Knowledge: Culture audits and inter-departmental relations

Once again, BtoB magazine delivers some thought provoking (to me, at least) articles in its most recent issue.

The first article, CMOs, CFOs work on ROI, relationships, examines how these two departments are now coming together to improve their relationship and better demonstrate the value of Marketing. From a KM perspective, there's obviously tremendous value in building these types of bridges. Unfortunately (in my experience), since most KM strategies are managed, funded, and operate within the organization in which it was established (i.e., Operations, Strategy, Contact Center, Marketing, etc.) KM professionals tend to stay pretty close to home and leave the bridge-buidling to whomever is heading up their deparment. If you don't happen to be the primary contact with key executives like the CFO, CMO, COO, and CEO, then begin by creating a plan to acquire some political "juice" and position yourself - as the KM professional - as the go-to person on all things knowledge management. Most of these folks don't really want all of the day-to-day details, but they like having periodic updates and knowing that there is a person (or persons) they can go to with questions or for information when needed. Building this type of "equity" is also a powerful benefit when growing a KM strategy; what I like to call "guerilla knowledge management".

Trying to figure out where to start with your plan? Education, baby! Remember, "an educated consumer is your best customer." Start by - lightly - educating key execs on your company's/organizations KM efforts: KM goals and vision, key deliverables, challenges, opportunities, lessons learned. If you're publishing a KM e-newsletter, be sure to include them in your distribution list - don't assume that they are receiving this information.

Also, if your execs are local (or if you have the opportunity to travel to HQ), take some initiative and introduce yourself in-person. Try to schedule 15 or 20 minutes with each of them to say 'Hi', put a face to knowledge management, and pick their brain on KM and how they see its strategic direction within the company.

I thought the second article, Does your company need a culture audit?, was especially cool because in my last post I suggested formalizing the Knowledge Audit process within the KM field. In the knowledge auditing process that I use I do include a cultural component that attempts to gauge attitudes about knowledge sharing, but it could (and should) be ramped up a bit to cover general attitudes/perceptions of the overall company culture and mission. After all, corporate culture will either kill or save a knowledge management effort, in most instances, (the exception, I think, being Contact Centers) and attempting to generate buy-in without assessing the culture can result in a disastrous faux pas like trying to sell pork rinds to Muslims. Knowing your audience and understanding the boundaries you are working within is critcal.