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Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permi United States Army Combined Arms Support Command Chief Knowledge Officer (CKO) Session 1 (30 Min) Potomac Forum March 2010 Types of Problems Types of Problems You You can Solve using Knowledge can Solve using Knowledge Management and Collaboration” Management and Collaboration” Practical Applications of Knowledge Management (KM)

Mr. Pat Conway, CKO, [email protected] do not distribute/reuse without advance permission United States Army Combined Arms Support Command

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Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

United States ArmyCombined Arms Support Command

Chief Knowledge Officer (CKO)

Session 1 (30 Min)Potomac Forum

March 2010

““Types of Problems Types of Problems YouYou can Solve using Knowledge can Solve using Knowledge

Management and Collaboration”Management and Collaboration”

Practical Applications of Knowledge Management (KM)

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

A Few Points Up Front…A Few Points Up Front…

• Every Organization is Different:

- Size- Mission- Complexity- Geographic Dispersion- Demographics of Population

• There are no “One size fits all” Solutions

• Examples Stimulate Thought and Discussion

• Goal…Provide Practical Insights You can Use

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

A Little Background…A Little Background…

• The CASCOM “Knowledge Challenge”:

- 449,000 Soldiers (with Families) and DA Civilians- Supply, Maintenance, Transportation, HR, Finance- Active, Reserve, Guard, Joint, DOD, Multinational- Globally Dispersed and in Combat Theaters- Span of Age Groups

• Classified, Unclassified, Official and Public Facing

• Spans entire Scope of Business Mission AreasDoctrine, Organization, Training, Material, Leader Development,

Personnel and Facilities (DOTMLPF)

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

• Perform Missions, Functions and Decision-Making Faster

• Leverage Best Practices and Lessons Learned

• Transform and Improve Business Processes

• Retain/Transfer Experience, Talent and Intellectual Capital

• Recruit, Mentor, and Coach Soldiers and Civilians

• Enhance Individual and Organizational Learning

• Grow, Develop and Identify Future Leaders

What We Wanted to Achieve…What We Wanted to Achieve…

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

What Problems We Found…What Problems We Found…

• The Right Knowledge wasn’t Readily Available- Outdated or Incomplete…Not Relevant- Format…Couldn’t be Rapidly Distributed or Shared- Too Much…No “Management”- Wasn’t Actionable…lacked Context

• Knowledge Sources were not Balanced- The “Know What” vs “Know Who”- “Class Room Solution” vs “On the Ground”

• Business Processes weren’t Adequate - Knowledge Production…too long

- Knowledge Sharing…hit and miss- Knowledge Consumption…limited

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

• People – “Knowledge Bottlenecks”

• Process – “We’ve Always Done it This Way”

• Content – “Library without Card Catalog”

• Technology – “Digital Immigrants vs Natives”

Contributing Factors…Contributing Factors…

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

What Emerged as Our Specific Needs…What Emerged as Our Specific Needs…

• Establish a Ubiquitous Knowledge Sharing Environment

• Intuitive/Adaptable to Individual & Organizational Needs

• Supporting the Entire Target Population

• Achieve Specific Purposes:

- Enhance Individual day-to-day Performance- Harvest Experience and Expertise- Improve How we do Business- Attract Talent by Stimulating Innovation

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

What’s Your Challenge?What’s Your Challenge?

• Large Exodus of Experience?

• Not using Knowledge very well?

• Takes too Long to Get something done?

• Digital Immigrant vs Digital Native Challenge?

• Casual Interest…or Boss Just told me to be Here!

Use of Knowledge Management (KM) & Collaboration to Solve a Use of Knowledge Management (KM) & Collaboration to Solve a Problem is Directly Related to How Well You Define the Needs! Problem is Directly Related to How Well You Define the Needs!

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Defining Defining Your Your Knowledge NeedsKnowledge Needs

• Who? Establish the Target Population Your After

• What? Specify What it is You want to do

• When? Identify during what Times or Frequency

• Where? Indicate Your Population Dispersion

• Why? The Purpose…what makes this of Value

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Group Exercise: Session 1Group Exercise: Session 1

““What are What are Your Your Individual or Individual or Organizational Knowledge Needs?”Organizational Knowledge Needs?”

Collaborate & Document (30 Min)(Followed By Lunch)

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

““What Knowledge Sources Have What Knowledge Sources Have You Gained This Morning?”You Gained This Morning?”

Group Discussion (15 Min)

Check On LearningCheck On Learning

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Practical Applications of Knowledge Management (KM)

Session 2 (45 Min)Potomac Forum

March 2010

United States ArmyCombined Arms Support Command

Chief Knowledge Officer (CKO)

““Addressing Knowledge Needs Addressing Knowledge Needs Through Defined/Measured Through Defined/Measured Communities of Purpose”Communities of Purpose”

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

“The art (Processes) and science (Technologies) of creating, applying, organizing, and transferring explicit (Content) and tacit (People) knowledge to facilitate learning,

understanding, and decision making. KM provides individuals and organizations the means to improve innovation, adaptability and performance by rapidly sharing, harvesting

and applying knowledge that is relevant, accurate, timely, and actionable.”

Knowledge Management (KM)Knowledge Management (KM)

Knowledge Knowledge

“Knowledge characterizedas information or data, and

documented, recorded, stored, or otherwise codified,

so that it exists and is independently transferred within hard copy, digital,

media, web, database, and like formats.”

“Knowledge characterized as experience, judgment and expertise, residing solely

within the heads of individuals, and transferred through group

collaboration, dialogue, interview, or other forms of

personal interaction.”

Explicit (Content) Tacit (People)

People

Process

Technology

Content KM

What Does this Entail…What Does this Entail…

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Process Process

Explicit

Tacit Explicit

Tacit Tacit

Explicit

Explicit Tacit

Enable & Facilitate Knowledge Transfer

Knowledge Owners*(and Consumers)

Knowledge Consumers*(and Owners)

Technology AssessmentTechnology Assessment

Content ManagementContent Management

Process ImprovementProcess Improvement

Knowledge Needs & GapsKnowledge Needs & Gaps

Products, Content & Objects Army, DOD & Non-DOD Websites

Publications, Documents & Media Meetings, Discussions & Classes

Meetings, Conferences & Events Recordings, Video & Pictures

Expertise, Experience & Mentorship Lectures, Interviews & Counseling

Knowledge ExchangeKnowledge Exchange

How Do We Go About it…How Do We Go About it…

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Classified.Mil Sites

FOUO .Mil Sites

PublicNon .Mil Sites

Organic.Mil Sites

Secret Accessible

Knowledge Product & Services

CASCOMKM Office

Schools Higher HQStaff Home Gov’tFort Lee Garrison

DeployedOther

Partners

Knowledge Owners and Web Authors

What Why

- People: Training and Support - Content Management & Access- Process Improvements- Technology Insertions- Social Networking Capabilities

- Improve Interoperability/Access- Enhance Support to Soldiers/Civ- Enable Enterprise Innovation- Meet Gov’t, DOD & Army Stds- Optimize Processes & Resources

FOUO Accessible

Locally Accessible

Publicly Accessible

Publicly Hosted & Accessible

Public AffairsApproved Content

OrganizationApproved Content

ProponentApproved Content

Where Does This Take Place…Where Does This Take Place…

Process Process SitesSites

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

How To Make this Work…How To Make this Work…

• Communities of Interest: Broad, voluntary Involvement, where participation is at the discretion of the individual

• Communities of Practice: Voluntary, but more focused on a given profession, trade, or field of endeavor

• Communities of Purpose: Sometimes voluntary, often mandated, and designed to achieve sustained results

• Virtual Teams: Small, mandated group, focused on rapidly completing a specified project or task

Characteristics To ConsiderCharacteristics To Consider

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Establishing Communities of Purpose…Establishing Communities of Purpose…

• Identify the make-up of your target population

• Assess other considerations (how many, where they are, what technology they use)

• Identify a few key Leaders to stimulate activity

• Garner Leadership Support

• Determine how best to measure before you start.

From Your Knowledge NeedsFrom Your Knowledge Needs

The More Value a Community of Purpose Provides to Individuals within The More Value a Community of Purpose Provides to Individuals within the Target Population, the Faster it Grows and Sustains Itself! the Target Population, the Faster it Grows and Sustains Itself!

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Group Exercise: Session 2Group Exercise: Session 2

““Define Define YourYour Knowledge Knowledge Community of Purpose”Community of Purpose”

Collaborate & Document (15 Min)

Using Your Previous WorkUsing Your Previous Work

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Practical Applications of Knowledge Management (KM)

Session 3 (45 Min)Potomac Forum

March 2010

United States ArmyCombined Arms Support Command

Chief Knowledge Officer (CKO)

““Using Collaboration, Social Media Using Collaboration, Social Media and Technology to Power and Technology to Power Communities of Purpose”Communities of Purpose”

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Things to Remember…Things to Remember…

• Collaboration is Knowledge Sharing with a Purpose, and Produces an Outcome

• The key to using Social Networking tools is to drive it with a purpose

• Technology is not Knowledge Management - it is merely a means to accomplish Knowledge Management

• There is no one Knowledge Management Technology that does it all…pick the right tool for the situation

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Keys to Successful Collaboration…Keys to Successful Collaboration…

• Couple the “Know What” with the “Know Who”

• Use the Right Type of Collaboration for the Situation:

- Synchronous (Live, Real-Time Interaction)

- Asynchronous (Sequential Exchanges)

• Large or Small, Organization is Essential

• Monitor and Capture Results/Performance as Needed

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Social Networks Are Another Tool …Social Networks Are Another Tool …

• Myth -“Social Networks Will Disrupt Work”

• Define How to use Social Networks to Support your Target Population and Knowledge Needs…Purpose!

• Must also Consider Organization’s Information Security, Access Protocols, and Develop Rules

• Examples of Good Social Networking Use:

- Providing Updates After Fort Hood Tragedy- Keeping Family Members Informed- Public Affairs and Transparency

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Mobile

Knowledge Repositories

Gov’t Discussion Forums& Social Networks

On Line & Multimedia

Distributed Learning (DL)

Meetings & Brain Storming Sessions

“Rolodex” ofMentors, Experts

& Peers

Gaming &Simulations

Training &Exercises

SchoolSchool

HomeHome DeployedDeployed

UnitUnit

Technology-Not One Tool, but The Whole ToolboxTechnology-Not One Tool, but The Whole Toolbox

Consider All the Ways to Transfer KnowledgeConsider All the Ways to Transfer Knowledge

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Don’t Forget to Measure Effectiveness…Don’t Forget to Measure Effectiveness…

• Defining the Effectiveness of you Community is Key

• Measure from Where You Started…Capture Progress

- Quantitative (Objective…but Limited Meaning)

- Qualitative (People Remember Stories/Anecdotes)

• Promote and Highlight Community Members

• Keep Leaders informed and Send Strategic Messages

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

Group Exercise: Session 3Group Exercise: Session 3

““What Tools Do You Put in What Tools Do You Put in YourYour Community of Purpose”Community of Purpose”

Collaborate & Document (15 Min)

Using Your Previous WorkUsing Your Previous Work

(Include How You Would Measure Progress)(Include How You Would Measure Progress)

Mr. Pat Conway, CKO, [email protected] Please do not distribute/reuse without advance permission

““Knowledge Journaling…Prove it!”Knowledge Journaling…Prove it!”

Group Discussion (15 Min)

Check On LearningCheck On Learning