Archive for January, 2010

What do we do with knowledge?

Every now and then, I discover a new way in which my assumptions about things are challenged. Today’s challenge comes in part from the excellent commentary on my last post (which has been so popular that yesterday quickly became the busiest day ever here). I am used to discussions about the definition or usage of ‘knowledge management’, but I thought ‘knowledge sharing’ was less controversial. How wrong can one be?

Table at Plas Mawr, Conwy

The first challenge comes from Richard Veryard. His comment pointed to a more expansive blog post, “When does Communication count as Knowledge Sharing?” Richard is concerned that the baggage carried by the word ‘sharing’ can be counter-productive in the knowledge context.

In many contexts, the word “sharing” has become an annoying and patronizing synonym for “disclosure”. In nursery school we are encouraged to share the biscuits and the paints; in therapy groups we are encouraged to “share our pain”, and in the touchy-feely enterprise we are supposed to “share” our expertise by registering our knowledge on some stupid knowledge management system.

But it’s not sharing (defined by Wikipedia as “the joint use of a resource or space”). It’s just communication.

I agree that if people construe sharing as a one-way process, it is communication. (Or, more accurately, ‘telling’, since effective communication requires a listener to do more than hear what is said.) In a discussion in the comments to Richard’s post, Patrick Lambe defends his use of ‘sharing’ and Richard suggests that knowledge ‘transfer’ more accurately describes what is happening. I also commented on the post, along the following lines.

I can see a distinction between ‘sharing’ and ‘transfer’, which might be relevant. To talk of transferring knowledge suggest to me (a) that there is a knower and an inquirer and that those roles are rarely swapped, and (b) that there needs to be a knowledge object to be transferred. (As Richard puts it, “a stupid knowledge management system” is probably the receptacle for that object.)

As Patrick’s blog post and longer article make clear, the idea of the knowledge object is seriously flawed. Equally, the direction in which knowledge flows probably varies from time to time. For me, this fluidity (combined with the intangible nature of what is conveyed in these knowledge generation processes) makes me comfortable with the notion of ‘sharing’ (even given Richard’s playgroup example).

In fact, I might put it more strongly. The kind of sharing and complex knowledge generation that Patrick describes should be an organisational aspiration (not at all like ‘sharing pain’), while exchange or transfer of knowledge objects into a largely lifeless repository should be deprecated.

I think Richard’s response to that comment suggests that we are on the point of reaching agreement:

I am very happy with the notion of shared knowledge generation – for example, sitting down and sharing the analysis and interpretation of something or other. I am also happy with the idea of some collaborative process in which each participant contributes some knowledge – like everyone bringing some food to a shared picnic. But that’s not the prevailing use of the word “sharing” in the KM world.

This was a really interesting conversation, and I felt that between us we reached some kind of consensus — if what is happening with knowledge is genuinely collaborative, jointly creating an outcome that advances the organisation, then some kind of sharing must be going on. If not, we probably have some kind of unequal transfer: producing little of lasting value.

Coincidentally, I was pointed to a really interesting discussion on LinkedIn today. (Generally, I have been deeply unimpressed with LinkedIn discussions, so this was a bit of a surprise.) The question at the start of the discussion was “If the term “KM” could get a do-over what would you call the discipline?” There are currently 218 responses, some of which range into other interesting areas. One of those areas was an exchange between Nick Milton and John Tropea.

Nick responded to another participant who mentioned that her organisation had started talking about ‘knowledge sharing’ rather than ‘knowledge management’.

Many people do this, but I would just like to point out that there is a real risk here – that sharing (“push”) is done at the expense of seeking (“pull”). The risk is you create supply, with no demand.

See here for more detail: http://www.nickmilton.com/2009/03/knowledge-sharing-and-knowledge-seeking.html

The blog post at the end of that link is probably even more emphatic (I will come back to it later on). John had a different view:

Nick you say “sharing (“push”) is done at the expense of seeking (“pull”). The risk is you create supply, with no demand.”

This is true if sharing is based on conscription, or not within an ecosystem (sorry can’t think of a more appropriate word)…this is the non-interactive document-centric warehousing approach.

But what about blogging experiences and asking questions in a social network, this is more on demand rather than just-in-case…I think this has more of an equilibrium or yin and yang of share and seek.

People blog an experience as it happens which has good content recall, and has no agenda but just sharing the raw experience. Others may learn, converse, share context, etc…and unintentionally new information can be created. This is a knowledge creation system, it’s alive and is more effective than a supply-side approach of shelving information objects…and then saying we are doing KM…to me KM is in the interactions. We must create an online environment that mimics how we naturally behave offline, and I think social computing is close to this.

Nick’s response was interesting:

John – “But what about blogging experiences and asking questions in a social network, this is more on demand rather than just-in-case”

Asking questions in a network, yes (though if I were after business answers, i would ask in a business network rather than a social network). Thats a clear example of Pull.

Blogging, no, I have to disagree with you here. I am sorry – blogging is classic Push. Its classic “just in case” someone should want to read it. Nobody “demands” that you blog about something. You are not writing your blog because you know there is someone out there who is waiting to hear from you – you write your firstly blog for yourself, and secondly “just in case” others will be interested.

Blogging is supply-side, and it’s creating stuff to be stored. OK, it is stored somewhere it can be interacted with, and there is a motivation with blogging which is absent with (say) populating an Intranet, but it is stll classic supply-side Push. Also it is voluntary push. The people who blog (and I include myself in this) are the ones who want to be heard, and that’s not always the same as “the ones who need to be heard”. Knowledge often resides in the quietest people.

This exchange puts me in a quandary. I respect both Nick and John, but they appear to be at loggerheads here. Can they both be right? On the one hand, Nick’s characterisation of supply-side knowledge pushing as something to be avoided is, I think correct. However, as I have written before, in many organisations (such as law firms), it is not always possible to know what might be useful in the future. My experience with formal knowledge capture suggests that when they set out to think about it many people (and firms) actually rate the wrong things as important for the future. They tend to concentrate on things that are already being stored by other people (copies of journal articles or case reports), or things that are intimately linked to a context that is ephemeral. Often the information stored is fairly sketchy. One of the justifications for these failings is the the avoidance of ‘information overload’. This is the worst kind of just-in-case knowledge, as Nick puts it.

I think there is a difference though when one looks at social tools like blogging. As Nick and John probably agree, keeping a blog is an excellent tool for personal development. The question is whether it is more than that. I think it is. I don’t blog here, nor do I encourage the same kind of activity at work because someone might find the content useful in the future. I do it, and encourage it, because the activity itself is useful in this moment. It is neither just-in-case nor just-in-time: it just is.

In the last couple of paragraphs, I was pretty careless with my use of the words ‘information’ and ‘knowledge’. That was deliberate. The fact is that much of what we call KM is, in fact, merely manipulation of information. What social tools bring us (along with a more faceted view of their users) are really interesting ways of exposing people’s working processes. As we learnt from Nonaka all those years ago, there is little better for learning and development of knowledge than close observation of people at work. (Joining in is certainly better, but not always possible.) What we may not know is where those observations might lead, or when they might become useful. Which brings me to Nick’s blog post.

We hear a lot about “knowledge sharing”. Many of the knowledge management strategies I am asked to review, for example, talk about “creating a culture of knowledge sharing”.

I think this misses the point. As I said in my post about Push and Pull, there is no point in creating a culture of sharing, if you have no culture of re-use. Pull is a far more powerful driver for Knowledge Management than Push, and I would always look to create a culture of knowledge seeking before creating a culture of knowledge sharing.

Nick’s point about knowledge seeking is well made, and chimes with Patrick Lambe’s words that I quoted last time:

We do have an evolved mechanism for achieving such deep knowledge results: this is the performance you can expect from a well-networked person who can sustain relatively close relationships with friends, colleagues and peers, and can perform as well as request deep knowledge services of this kind.

Requesting, seeking, performing: all these are aspects of sharing. Like Richard Veryard’s “traditional KM” Nick characterises sharing as a one-way process, but that is not right — that is the way it has come to be interpreted. Sharing must be a two-way process: it needs someone to ask as well as someone who answers, and those roles might change from day to day. However, Nick’s point about re-use is a really interesting one.

I suggested above that some firms’ KM systems might contain material that was ultimately useless. More precisely, I think uselessness arises at the point where re-use becomes impossible because the material we need to use is more flawed than not. These flaws might arise because of the age of the material, combined with its precise linkage with a specific person, client, subject and so on. Lawyers understand this perfectly — it is the same process we use to decide whether a case is a useful precedent or not. Proximity in time, matter or context contributes significantly to this assessment. However, an old case on a very different question of law in a very different commercial context is not necessarily useless.

One of the areas of law I spent some time researching was the question of Crown privilege. A key case in that area involved the deportation of a Zairean national in 1990. In the arguments before the House of Lords, the law dating back to the English Civil War was challenged by reference to cases on subjects as varied as EC regulation of fisheries and potato marketing. That those cases might have been re-used in such a way could not have been predicted when they were decided or reported.

In many contexts, then, re-use is not as clear-cut an issue as it may appear at first. My suspicion is that organisations that rely especially highly on personal, unique, knowledge (or intellectual capital) should be a lot more relaxed about this than Nick suggests. His view may be more relevant in organisations where repetitive processes generate much more value.

On the just-in-case problem, I think social tools are significantly different from vast information repositories. As Clay Shirky has said, what we think is information overload is actually filter failure. Where we rely solely on controlled vocabularies and classification systems, our capability to filter and search effectively runs out much sooner than it does when we can add personalised tags, comments, trackbacks, knowledge about the author from other sources, and so on. Whereas repositories usually strip context from the information they contain, blogs and other social tools bring their context with them. And, crucially, that context keeps growing.

Which brings me, finally, back to my last post. One of the other trackbacks was from another blog asking the question “What is knowledge sharing?” It also picks up on Patrick’s article, and highlights the humanity of knowledge generation.

…we need to think laterally about what we consider to constitute knowledge sharing. This morning I met some friends in an art gallery and, over coffee, we swapped anecdotes, experiences, gripes, ideas and several instances of ‘did you hear about?’ or ‘have you seen?’… I’m not sure any of us would have described the encounter as knowledge exchange but I came away with answers to work-related questions, a personal introduction to a new contact and the germ of a new idea. The meet up was organised informally through several social networks.

The key thing in all of this, for me, is that whether we talk of knowledge sharing, transfer, or management, it only has value if it can result in action: new knowledge generation; new products; ideas; thoughts. But I think that action is more likely if we are open-minded about where it might arise. If we try and predict where it may be, and from which interactions it might come, I think it is most probable that no useful action and value will result in the long term.

Knowledge sharing: it may not be what you think it is

John Tropea is one of my top Twitter friends for sharing interesting links and insights. Yesterday, he unearthed a great blog post from Patrick Lambe dating from 2006 (“If We Can’t Even Describe Knowledge Sharing, How Can We Support It?“). Patrick’s post starts calmly enough:

A combination of two very different incidents reminded me this week of just how incompetent we still are in KM at capturing the complexity, richness and sophistication of human knowledge behaviours. In the first incident I was asked to do a blind review of an academic paper on knowledge sharing for a KM conference. In the second, knowledge sharing was very much a matter of life and death. Although they shared a common theme, they might as well have represented alien universes.

From there, he becomes a bit more immoderate:

Let’s look at the conference paper first. After working my way through the literature review (a necessary evil), I started into the research proposal with my stomach starting to knot up and a growing sense of incredulity.

Although the authors had adopted Davenport & Prusak’s perfectly respectable definition of knowledge as a “fluid mix of framed experience, values, contextual information, and expert insight” it was becoming increasingly apparent as I worked my way into the paper that what they really meant by “knowledge sharing” was confined to contributing to and consuming from an online KM system. The research being described was designed to identify the factors that would indicate propensity for or against said behaviours. A knowledge sharing system that could, theoretically, be engineered.

Shame on them. After a good decade of practical effort and research focused on KM, how can people still think so mechanically and bloodlessly?

Justly immoderate, I think. Read on to see why.

Tonderghie Steading

It has to be right that knowledge in action is more valuable to organisations than inactive knowledge. Rory Stewart’s walking and engaging with people, as I wrote yesterday, shows one way in which high quality insight into complex systems can come from simple interactions rather than formal organised learning and knowledge. This is a point that Patrick made at greater length in an excellent paper he wrote in 2002 called “The Autism of Knowledge Management” (it’s a 23-page PDF downloadable from the linked blog post).

It depresses me that I have only just discovered this paper. Patrick wrote an incredibly useful critique of some traditional and ingrained organisational attitudes to e-learning and knowledge sharing. It should be much more widely known.

Here is his starting point:

There is a profound and dangerous autism in the way we describe knowledge management and e-learning. At its root is an obsessive fascination with the idea of knowledge as content, as object, and as manipulable artefact. It is accompanied by an almost psychotic blindness to the human experiences of knowing, learning, communicating, formulating, recognising, adapting, miscommunicating, forgetting, noticing, ignoring, choosing, liking, disliking, remembering and misremembering.

Once he has expanded on this, carefully defining what he means by ‘autism’ and ‘objects’ in this context, Patrick then presents and deals with five myths that arise as a result of this way of thinking. These are the myths of reusability, universality, interchangeability, completeness, and liberation. Of these, the one that struck me most was the myth of completeness:

The myth of completeness expresses the content architects’ inability to see beyond the knowledge and learning delivery. Out of the box and into the head, and hey presto the stuff is known. The evidence for this is in the almost complete lack of attention to what happens outside the computerised storage and delivery mechanism – specifically, what people do with knowledge, how it transitions into action and behaviour. How many people in knowledge management are talking about synapses, or the soft stuff that goes on in people’s heads? Is it simply assumed, that once the knowledge is delivered, it has been successfully transferred?

[…]

Knowledge only has value if it emerges into actions, decisions and behaviours – that much is generally conceded. But few content-oriented knowledge managers think through the entire lifecycle of the knowledge objects they deal in. Acquiring a knowledge artefact is only the first stage of what’s interesting about knowledge. We don’t truly know until we have internalised, integrated into larger maps of what we know, practised, repeated, made myriad variations of mistake, built up our own personalised patterns of perception and experience.

I can think of few more succinct and clear expressions of the process of knowing. In the organisational context, we need to be sure that everyone takes responsibility for developing their own knowledge — they cannot just plug themselves into a knowledge system or e-learning package. This statement shows why. The impact of this personal responsibility becomes clear within the section on the myth of interchangeability, where Patrick makes a valuable point about information and insight that resonated especially given my blog post from yesterday.

Beyond a basic informational level (and value added knowledge and learning need to go far beyond basic informational levels), when I have a specific working problem such as how to resolve a complex financial issue, the last thing I want is a necklace of evenly manufactured knowledge nuggets cross-indexed and compiled according to the key words I happen to have entered into the engine. Google can give me that, in many ways more interestingly, because it will give me different perspectives, different depths and different takes.

What really adds value to my problem-solving will be an answer that cuts to the chase, gives me deep insight on the core of my problem, and gives me light supporting information at the fringes of the problem, with the capability to probe deeper if I feel like it. Better still if the answer can be framed in relation to something I already know, so that I can call more of my own experience and perceptions into play. Evenness and interchangeability will not work for me, because life and the situations we create are neither even, nor made up of interchangeable parts.

We do have an evolved mechanism for achieving such deep knowledge results: this is the performance you can expect from a well-networked person who can sustain relatively close relationships with friends, colleagues and peers, and can perform as well as request deep knowledge services of this kind.

I suspect that (whether inside our organisations or otherwise) we can all identify people whose personal networks add significant value to their work and those around them. (And probably plenty whose silo mentality brings problems rather than focus.)

In his conclusion, Patrick presents “six basic principles that seem to work consistently in our knowledge and learning habits; principles that knowledge management and e-learning technologies need to serve.” These are:

  1. Highly effective knowledge performers prefer knowledge fragments and lumps to highly engineered knowledge parts.
  2. Parts need to talk to their neighbours.
  3. The whole is more important than the parts.
  4. Knowledge artefacts provide just enough to allow the user to get started in the real world.
  5. Learning needs change faster than learning design.
  6. Variety is the spice of life.

I need to read this section again — it didn’t resonate as well for me as the rest of the paper. That said, reading the paper again will be a delight rather than an imposition. I recommend it highly to anyone with an interest in knowledge and learning processes, and the systems we create to support them.

Walking into knowledge

Until this weekend, I didn’t know of Rory Stewart. Now that I do, I am not sure whether to admire him or not. His political alignment and social background are poles apart from mine. His lifetime of achievement (at the tender age of 37) makes me jealous. But I love the way he works.

Mellor ChurchStewart is, at the time of writing, Conservative prospective Parliamentary candidate for Penrith and the Border. However, at least one commentator believes that he has a more significant political future ahead of him.

You heard it here first – Rory Stewart will become prime minister of Great Britain.

I think this is a long shot. However, Stewart’s record so far  suggests that it is not impossible.

After a privileged upbringing (Dragon School, Eton and Balliol), he served briefly as an officer in the Black Watch, joined the Foreign Office, and in 2003 was appointed Deputy Governor of an Iraqi province by the Coalition Provisional Authority. By the age of 31, he had been appointed OBE for his work in Iraq. In 2004, he became a Fellow at the Carr Center for Human Rights Policy at the Harvard Kennedy School. In 2006 he was appointed by Prince Charles to run the Turquoise Mountain Foundation — an organisation working on the regeneration of an area of the Afghan capital Kabul. Most recently, he was appointed Ryan Family Professor of the Practice of Human Rights and Director of the Carr Center for Human Rights Policy.

So far Rory Stewart looks like a typical member of the new Establishment. But buried in this list of achievements is a rather unusual preference for personal learning. Rory Stewart walks. Between 2000 and 2002 he walked a total of 6000 miles through Iran, Pakistan, India and into Nepal, and then back across Afghanistan. In the process he emulated his boyhood hero, T.E. Lawrence, living with and learning from the people whose land he traversed. As a consequence, he has a view of our involvement in Afghanistan that is somewhat at odds with the political establishment. Writing in The New York Review of Books, Stewart suggests that President Obama needs to reduce rather than increase troop numbers.

A more realistic, affordable, and therefore sustainable presence would not make Afghanistan stable or predictable. It would be merely a small if necessary part of an Afghan political strategy. The US and its allies would only moderate, influence, and fund a strategy shaped and led by Afghans themselves. The aim would be to knit together different Afghan interests and allegiances sensitively enough to avoid alienating independent local groups, consistently enough to regain their trust, and robustly enough to restore the security and justice that Afghans demand and deserve from a national government.

What would this look like in practice? Probably a mess. It might involve a tricky coalition of people we refer to, respectively, as Islamists, progressive civil society, terrorists, warlords, learned technocrats, and village chiefs. Under a notionally democratic constitutional structure, it could be a rickety experiment with systems that might, like Afghanistan’s neighbors, include strong elements of religious or military rule. There is no way to predict what the Taliban might become or what authority a national government in Kabul could regain. Civil war would remain a possibility. But an intelligent, long-term, and tolerant partnership with the United States could reduce the likelihood of civil war and increase the likelihood of a political settlement. This is hardly the stuff of sound bites and political slogans. But it would be better for everyone than boom and bust, surge and flight. With the right patient leadership, a political strategy could leave Afghanistan in twenty years’ time more prosperous, stable, and humane than it is today. That would be excellent for Afghans and good for the world.

He made a similar argument in the London Review of Books.

After seven years of refinement, the policy seems so buoyed by illusions, caulked in ambiguous language and encrusted with moral claims, analogies and political theories that it can seem futile to present an alternative. It is particularly difficult to argue not for a total withdrawal but for a more cautious approach. The best Afghan policy would be to reduce the number of foreign troops from the current level of 90,000 to far fewer – perhaps 20,000. In that case, two distinct objectives would remain for the international community: development and counter-terrorism. Neither would amount to the building of an Afghan state. If the West believed it essential to exclude al-Qaida from Afghanistan, then they could do it with special forces. (They have done it successfully since 2001 and could continue indefinitely, though the result has only been to move bin Laden across the border.) At the same time the West should provide generous development assistance – not only to keep consent for the counter-terrorism operations, but as an end in itself.

A reduction in troop numbers and a turn away from state-building should not mean total withdrawal: good projects could continue to be undertaken in electricity, water, irrigation, health, education, agriculture, rural development and in other areas favoured by development agencies. We should not control and cannot predict the future of Afghanistan. It may in the future become more violent, or find a decentralised equilibrium or a new national unity, but if its communities continue to want to work with us, we can, over 30 years, encourage the more positive trends in Afghan society and help to contain the more negative.

Stewart’s perspective, which does not fit any simplistic model — whether pro or anti involvement in Afghanistan, is not the kind that arises from traditional learning processes. As such, it feels more like the kind of sensemaking approach suggested by the Cynefin framework as a response to complex scenarios. He is using a similar approach to find out more about the constituency he will seek to represent in the next Parliament. Walking around the largest and most sparsely populated constituency in England is, for him, the best way to make sense of what is going on.

Walking has given me more than I hoped: living in Cumbrian homes and experiencing the great distances between communities. It allows me to learn from a hundred people I might never have encountered by car. But it has not provided neat solutions. It is easy to see they should have listened to the gritter driver about his truck — but I’ve found out that the government has spent three times as much on upgrading a mile-long footpath as on the entire affordable housing for the district. This is not just about an individual’s decisions, it is about budget lines and regulation insurance and a whole way of looking at the world. I realise that to change government needs not just cutting regulations or giving parishes control of money, but also shifting an entire public culture over decades.

It will be interesting to see how well this works for Rory Stewart, and whether it really makes him fit for high office. There is a real possibility that his very different approach to knowledge and learning might make it hard for him to be accepted within the traditional systems of British government and politics.

Whatever comes to pass for Rory Stewart, I think there is a wider point for knowledge and learning within organisations. Getting out into the organisational community and listening to people’s stories, worries, concerns, interests, views is likely to have more of an impact than reading case-studies, theories, position papers or the like. I read something else today that makes a similar point. That’s another blog post.


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