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Leveraging NGO Resources
Knowledge Management:
Albert Simard
Presented to
Workshop on Diplomacy and Negotiation
Washington DC September 18, 2-13
Knowledge Structures
Fluid,
unstructured
Social Structure
(People)
Organized,
semi-structured
Business Structure
(Processes
)
Rigid,
structured
Technology Structure
(Technology)
Knowledge
Outputs
Outline
Knowledge
Management
Social Interaction
Knowledge Work
Some Definitions
Knowledge: Understanding cause-and-effect relationships
that help to explain and predict physical, biological, or social
phenomena.
Knowledge Management: Develop and implement a
knowledge infrastructure to support creating, managing, and
using knowledge.
Knowledge Work: People creating, managing, or using
knowledge to produce products or deliver services that achieve
organizational goals.
4
Knowledge Infrastructure
People
learning, motivation,
incentives, performance,
staffing, skills
Content,
Services
data, records,
analysis, reports,
intelligence, policies
Tools
systems to
capture, store,
share, and
process content
roles, responsibilities,
authorities, resources
Governance
work routines,
operations,
best practices
Processes
Knowledge Management
Assets
Sharing
Work
Transfer
Infrastructure
Collaboration
Assistance
Resources Donors
Application
Stock
Flow
NGO
Creation
Stakeholders
Understanding Content
Content is a pattern, message, or signal embedded within data,
information, or knowledge.
Data are recorded, ordered symbols or signalssymbols or signals that may carry
information and patterns.
Information is meaning in contextmeaning in context, arising from processing,
interpreting, or translating data to extract an underlying
message or pattern.
Knowledge is understandingunderstanding of cause-and-effect relationships
that help to explain and predict physical, biological, or social
phenomena.
7
Managing Content
Capture: Represent data,
information, or knowledge on
reproducible media.
Inventory: Find, list, describe, and
organize content; map to business
needs, value and prioritize.
Preserve: store; provide access,
search & retrieval capacity; maintain,
and migrate throughout life-cycle.
Storing Content
Information technology
Network infrastructure
Database, data management
Information library, information management
Knowledge repository, knowledge management
Interfaces for entry, retrieval, & administration
Retrieving Content
Access to content
Browser interface
Search engine
Extraction tools
Manipulation tools
Assembly tools
Retrieval system
Outline
Knowledge
Management
Social Interaction
Knowledge Work
Social Interaction Framework
Competition
defence or victory
aggressive approach
no trust
secretive, hostile
Goals
Compatible Conflicting
Interests
Mutual
Autonomous
Collaboration
peer production
partnership approach
high trust
diverse, synergistic
Negotiation
mutual agreement
adversarial approach
nominal trust
structured, formal
Sharing
leverage knowledge
passive approach
moderate trust
benign, supportive Sports
Business
Military
Purchasing
Contracts
Merger
Conversation
Posting
Publication
Work Group
Community
Network
Sharing Attributes
Exchange content
Incentives / motivation
Trust and safety
Organizational culture
Content security
Individual privacy
Different expertise
Control and hoarding
Large distances
(Autonomous interests, compatible goals)
Sense, categorize, respond
Sharing Overview
Share
Provide
Incentives
Time & Place
Technology
Interact
Explicit tacit
Content
Access
Shared
Content
Sharing Explicit Content
Existing
Content
Shared
Content
Provide
Incentives
engagement
motivation
compliance
reciprocity
Provide
Content
e-mail
publishing
distribution
content repository
metadata template
Retrieve
Content
web browser
web portal
content repository
search engine
help desk
Work Service
network
permission
interoperability
awareness
Enable
Access
Interact
telephone
meeting
collaboration
e-mail Social
Business
Technology
Knowledge
Collaboration Attributes
Synergy and joint production
Dialogue, conversations in groups
Sharing, exchanges among peers
Candor, freedom of expression
Trust, safety, honesty, openness
Agreed rules of conduct
Diversity, flexibility, outliers
Equality, meritocracy of ideas
Collective, not individual benefit
(Mutual interests, compatible goals)
Sense, analyze, respond
Collaboration Overview
Social
Context
Knowledge
Transformation
Technology
Support
Organizational
Work
Decision
Collaborate
Shared
Knowledge
Collaboration - Social Context
Group
Knowledge
engagement
counseling
feedback
human resources
Work Service
Individual
Knowledge
compliance
motivation
engagement
human resources
rules & norms
guidance
facilitation
support
Influence
Attitudes
Affect
Behavior
Foster
Relationships
Evolve
Culture
formation
org. learning
change
enjoyment
candor
openness
ethics
altruism
participation
commitment
involvement
creativity
trust & safety
equality
meritocracy
synergy
diversity
flexibility
freedom
learning
transparency
Social
Business
Technology
Knowledge
Negotiation Attributes
Reaching an agreement
Debate and discussion
Positions and interests
Bargaining and compromise
Proposal and response
Attempt to establish trust
Win/win vs. win/loose
(Mutual interests, conflicting goals)
Probe, sense, respond
Negotiation Overview
Preparation
Bargaining
Organization
Negotiate
AgreementCollaborate
Negotiation - Bargaining
Social
Business
Technolog
y
deception
ethics
emotions
distrust
embarrassment
negotiation service
content mgt.
Position
questions
assumptions
unknowns
uncertainty
Identify
Counter
Power
Influence
Benefits
coalition
leverage
attack
threats
multiple issues
expansion
total benefits
contingency
losses & gains
momentum
justification
references
concessions
Revise
position
Draft
Agreement
new
information
?
important
no
routine
Conclude
negotiation service
office app.
agreement template
Work Service
Competition Attributes
Victory, gain, or defence
Speed of analysis and action are critical
No trust, secretive, misleading actions
Rules: dominant, important, minimal
Ongoing process, requires recurring analysis
(Autonomous Interests, conflicting goals)
Act, sense, respond
Competition Overview
Negotiate
Compete
Decision
Intelligence
Action
Monitor
Outcomes
Adapt
End
Competition – Action / Adaptation
Social
Business
Technology
Knowledge
Adapt
analysis apps.
synthesis apps.
Document
Store
Recommend
Authorize
Outcome
yes
no
decision
Monitor
content acquisition
knowledge mobilization
intelligence repository
office apps
competition template
Intelligence
Win /
Loose
Learn org. learning
Evaluate after-action review
Act resources
Outline
Knowledge
Management
Social Interaction
Knowledge Work
NGO Knowledge Work (pre-activity)
Work Technology Interaction
1. Understand the Context
institutions, laws, economy,
customs
Search, Synthesis,
Office Applications,
Country Database
Sharing,
Collaboration
2. Know the Situation
domain, resources,
infrastructure, environment
Search, Analysis,
Synthesis,
Office Applications
Sharing,
Collaboration
3. Manage Funding
donors, proposals, partners,
administration, reporting
Funding Marketplace,
Funding Database,
Office Applications
Sharing,
Collaboration,
Negotiation,
Competition
4. Manage Contacts
expertise, representatives,
sources of supply
Contact Directory Sharing,
Collaboration
26
1. Understand the Context
Awareness (Internet, web browser, search engine)
Physical Space: libraries, journals, reports, media (dated, source,
reliability, objectivity, purpose, time consuming)
Cyberspace: search engine, reference sites, government sites
(source, current, superficial, bias, efficient)
Country Report (office applications)
Corroborate with country or subject-matter experts
Integrate content from multiple sources
Validate in context of NGOs operations and processes
Report: prepare, store in database, submit
27
Institutions, Laws, Economy, Customs
2. Know the Situation
Event: domain, resources, infrastructure, environment
Monitor (existing systems)
Search (Internet, Web browser, search engine, filter)
Contact experts (directory of expertise)
Uncertainty (scenarios, sense, act, respond)

Conference: participants, positions, laws, agreements, voting
(country database, voting database)

Report: integrate, interpret, synthesize, report, recommend
(office applications)
28
3. Manage Funding
Donors: known sources, search, compatibility
(donor database, search engine, funding market)
Proposals: rules, constraints, procedures, evaluation
(office applications, proposal template)
Partners/Competitors: joint submissions, proposal strategy
Storing: donor information, attachments, project links
(funding database, project database)
Administration: invoices, accounting, accountability
(accounting/financial application, project database)
Reporting: as required, properly formatted
(office applications, financial reporting application)
29
4. Manage Contacts
Experts: subject, country, law…
Internal (expertise, employee database, contact info)
External (expertise, employer, name, contact info)
Representatives: international, other NGOs, governments
(organization, position, role, name, contact info, links)
Suppliers: food, medicine, supplies, transport, technology
(goods & services, company, catalogues, name, links)
Contact Directory: data entry, searching, management
Add, change, delete, approve content
30
Mobilizing Emergency Content
•Interoperability: jurisdictions, organizations, disciplines
•Integration: process, function, role, scale
•Systems: monitoring, decision support, integration
NGO Knowledge Work (post-activity)
Work Technology Interaction
5. After-Action Review
capture, administration,
efficiency, effectiveness,
outcomes
Event Database
Activity Database(s)
Office Applications
Sharing,
Collaboration
6. Report activities
projects, events, issues,
accomplishments, outcomes
Activity Database(s)
Office Applications
Sharing
7. Learn & Adapt
individual, community,
organization, change
Learning Database,
Change Management
Sharing,
Collaboration
8. Categorize positions
delegates, organizations,
countries
Voting Database Collaboration,
Negotiation,
Competition
32
5. After-Action Review
Capture: journal, automated input, template, multi-media
(notebooks, tape recorder, video, event information system)
Administration: process, HR practices, compliance, values
Efficiency: costs, staff, technology, time, effort
Effectiveness: milestones & deliverables, outputs, objectives
Outcomes: successful negotiation, influence stakeholders,
reduced risk, mitigate impacts, increase well-being
Lessons learned: what was planned, what happened, what
went well, what can be improved, how to improve
After-Action Database: (office applications, interface)
33
6. Report Activities
Compile content (information systems, databases)
Draft report (office applications, templates)
Review (e-mail, collaboration site, office applications)
Revise (office applications, version control)
Approve (submission & decision process)
Produce (document production application)
Store (report database, metadata)
Distribute (Web site, e-mail, mail)
34
Projects, Events, Response, Accomplishments
7. Learn and Adapt
Individual: awareness, assimilate, memorize,
comprehend, apply, analyse, synthesize, evaluate
Community: voluntarism, sharing, dialogue, harvesting
Organization: identify, consensus, integrate, plan,
document, recommend, approve
Change: sense of urgency, establish coalition, develop
strategy, engage people, empower action, early success,
maintain momentum, institutionalize
35
8. Categorize Positions
Compile from multiple sources (external voting data)
Analyze statistical trends and patterns (statistical apps.)
Interpret underlying context and particular situations
Dialogue with individuals (trust, role, security)
NGO Voting Database (office applications, interface)
36
Delegates, Organizations, Countries
Main Messages
Managing knowledge assets
leverages an NGOs capacity to
do knowledge work.
Social interaction includes
sharing, collaboration,
negotiation, and competition.
Knowledge work involves
both technical support and
social interaction.
37
E-Mail: albert.simard@drdc-rddc.gc.ca
http://cradpdf.drdc-rddc.gc.ca/PDFS/unc121/p536618_A1b.pdf
Knowledge Services: A Synthesis of Best Practices
Presentations: http://www.slideshare.net/albertsimard/slideshows
http://www.slideshare.net/Al.Simard/slideshows

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Knowledge Management: leveraging NGO Resources

  • 1. Leveraging NGO Resources Knowledge Management: Albert Simard Presented to Workshop on Diplomacy and Negotiation Washington DC September 18, 2-13
  • 2. Knowledge Structures Fluid, unstructured Social Structure (People) Organized, semi-structured Business Structure (Processes ) Rigid, structured Technology Structure (Technology) Knowledge Outputs
  • 4. Some Definitions Knowledge: Understanding cause-and-effect relationships that help to explain and predict physical, biological, or social phenomena. Knowledge Management: Develop and implement a knowledge infrastructure to support creating, managing, and using knowledge. Knowledge Work: People creating, managing, or using knowledge to produce products or deliver services that achieve organizational goals. 4
  • 5. Knowledge Infrastructure People learning, motivation, incentives, performance, staffing, skills Content, Services data, records, analysis, reports, intelligence, policies Tools systems to capture, store, share, and process content roles, responsibilities, authorities, resources Governance work routines, operations, best practices Processes
  • 7. Understanding Content Content is a pattern, message, or signal embedded within data, information, or knowledge. Data are recorded, ordered symbols or signalssymbols or signals that may carry information and patterns. Information is meaning in contextmeaning in context, arising from processing, interpreting, or translating data to extract an underlying message or pattern. Knowledge is understandingunderstanding of cause-and-effect relationships that help to explain and predict physical, biological, or social phenomena. 7
  • 8. Managing Content Capture: Represent data, information, or knowledge on reproducible media. Inventory: Find, list, describe, and organize content; map to business needs, value and prioritize. Preserve: store; provide access, search & retrieval capacity; maintain, and migrate throughout life-cycle.
  • 9. Storing Content Information technology Network infrastructure Database, data management Information library, information management Knowledge repository, knowledge management Interfaces for entry, retrieval, & administration
  • 10. Retrieving Content Access to content Browser interface Search engine Extraction tools Manipulation tools Assembly tools Retrieval system
  • 12. Social Interaction Framework Competition defence or victory aggressive approach no trust secretive, hostile Goals Compatible Conflicting Interests Mutual Autonomous Collaboration peer production partnership approach high trust diverse, synergistic Negotiation mutual agreement adversarial approach nominal trust structured, formal Sharing leverage knowledge passive approach moderate trust benign, supportive Sports Business Military Purchasing Contracts Merger Conversation Posting Publication Work Group Community Network
  • 13. Sharing Attributes Exchange content Incentives / motivation Trust and safety Organizational culture Content security Individual privacy Different expertise Control and hoarding Large distances (Autonomous interests, compatible goals) Sense, categorize, respond
  • 14. Sharing Overview Share Provide Incentives Time & Place Technology Interact Explicit tacit Content Access Shared Content
  • 15. Sharing Explicit Content Existing Content Shared Content Provide Incentives engagement motivation compliance reciprocity Provide Content e-mail publishing distribution content repository metadata template Retrieve Content web browser web portal content repository search engine help desk Work Service network permission interoperability awareness Enable Access Interact telephone meeting collaboration e-mail Social Business Technology Knowledge
  • 16. Collaboration Attributes Synergy and joint production Dialogue, conversations in groups Sharing, exchanges among peers Candor, freedom of expression Trust, safety, honesty, openness Agreed rules of conduct Diversity, flexibility, outliers Equality, meritocracy of ideas Collective, not individual benefit (Mutual interests, compatible goals) Sense, analyze, respond
  • 18. Collaboration - Social Context Group Knowledge engagement counseling feedback human resources Work Service Individual Knowledge compliance motivation engagement human resources rules & norms guidance facilitation support Influence Attitudes Affect Behavior Foster Relationships Evolve Culture formation org. learning change enjoyment candor openness ethics altruism participation commitment involvement creativity trust & safety equality meritocracy synergy diversity flexibility freedom learning transparency Social Business Technology Knowledge
  • 19. Negotiation Attributes Reaching an agreement Debate and discussion Positions and interests Bargaining and compromise Proposal and response Attempt to establish trust Win/win vs. win/loose (Mutual interests, conflicting goals) Probe, sense, respond
  • 21. Negotiation - Bargaining Social Business Technolog y deception ethics emotions distrust embarrassment negotiation service content mgt. Position questions assumptions unknowns uncertainty Identify Counter Power Influence Benefits coalition leverage attack threats multiple issues expansion total benefits contingency losses & gains momentum justification references concessions Revise position Draft Agreement new information ? important no routine Conclude negotiation service office app. agreement template Work Service
  • 22. Competition Attributes Victory, gain, or defence Speed of analysis and action are critical No trust, secretive, misleading actions Rules: dominant, important, minimal Ongoing process, requires recurring analysis (Autonomous Interests, conflicting goals) Act, sense, respond
  • 24. Competition – Action / Adaptation Social Business Technology Knowledge Adapt analysis apps. synthesis apps. Document Store Recommend Authorize Outcome yes no decision Monitor content acquisition knowledge mobilization intelligence repository office apps competition template Intelligence Win / Loose Learn org. learning Evaluate after-action review Act resources
  • 26. NGO Knowledge Work (pre-activity) Work Technology Interaction 1. Understand the Context institutions, laws, economy, customs Search, Synthesis, Office Applications, Country Database Sharing, Collaboration 2. Know the Situation domain, resources, infrastructure, environment Search, Analysis, Synthesis, Office Applications Sharing, Collaboration 3. Manage Funding donors, proposals, partners, administration, reporting Funding Marketplace, Funding Database, Office Applications Sharing, Collaboration, Negotiation, Competition 4. Manage Contacts expertise, representatives, sources of supply Contact Directory Sharing, Collaboration 26
  • 27. 1. Understand the Context Awareness (Internet, web browser, search engine) Physical Space: libraries, journals, reports, media (dated, source, reliability, objectivity, purpose, time consuming) Cyberspace: search engine, reference sites, government sites (source, current, superficial, bias, efficient) Country Report (office applications) Corroborate with country or subject-matter experts Integrate content from multiple sources Validate in context of NGOs operations and processes Report: prepare, store in database, submit 27 Institutions, Laws, Economy, Customs
  • 28. 2. Know the Situation Event: domain, resources, infrastructure, environment Monitor (existing systems) Search (Internet, Web browser, search engine, filter) Contact experts (directory of expertise) Uncertainty (scenarios, sense, act, respond)  Conference: participants, positions, laws, agreements, voting (country database, voting database)  Report: integrate, interpret, synthesize, report, recommend (office applications) 28
  • 29. 3. Manage Funding Donors: known sources, search, compatibility (donor database, search engine, funding market) Proposals: rules, constraints, procedures, evaluation (office applications, proposal template) Partners/Competitors: joint submissions, proposal strategy Storing: donor information, attachments, project links (funding database, project database) Administration: invoices, accounting, accountability (accounting/financial application, project database) Reporting: as required, properly formatted (office applications, financial reporting application) 29
  • 30. 4. Manage Contacts Experts: subject, country, law… Internal (expertise, employee database, contact info) External (expertise, employer, name, contact info) Representatives: international, other NGOs, governments (organization, position, role, name, contact info, links) Suppliers: food, medicine, supplies, transport, technology (goods & services, company, catalogues, name, links) Contact Directory: data entry, searching, management Add, change, delete, approve content 30
  • 31. Mobilizing Emergency Content •Interoperability: jurisdictions, organizations, disciplines •Integration: process, function, role, scale •Systems: monitoring, decision support, integration
  • 32. NGO Knowledge Work (post-activity) Work Technology Interaction 5. After-Action Review capture, administration, efficiency, effectiveness, outcomes Event Database Activity Database(s) Office Applications Sharing, Collaboration 6. Report activities projects, events, issues, accomplishments, outcomes Activity Database(s) Office Applications Sharing 7. Learn & Adapt individual, community, organization, change Learning Database, Change Management Sharing, Collaboration 8. Categorize positions delegates, organizations, countries Voting Database Collaboration, Negotiation, Competition 32
  • 33. 5. After-Action Review Capture: journal, automated input, template, multi-media (notebooks, tape recorder, video, event information system) Administration: process, HR practices, compliance, values Efficiency: costs, staff, technology, time, effort Effectiveness: milestones & deliverables, outputs, objectives Outcomes: successful negotiation, influence stakeholders, reduced risk, mitigate impacts, increase well-being Lessons learned: what was planned, what happened, what went well, what can be improved, how to improve After-Action Database: (office applications, interface) 33
  • 34. 6. Report Activities Compile content (information systems, databases) Draft report (office applications, templates) Review (e-mail, collaboration site, office applications) Revise (office applications, version control) Approve (submission & decision process) Produce (document production application) Store (report database, metadata) Distribute (Web site, e-mail, mail) 34 Projects, Events, Response, Accomplishments
  • 35. 7. Learn and Adapt Individual: awareness, assimilate, memorize, comprehend, apply, analyse, synthesize, evaluate Community: voluntarism, sharing, dialogue, harvesting Organization: identify, consensus, integrate, plan, document, recommend, approve Change: sense of urgency, establish coalition, develop strategy, engage people, empower action, early success, maintain momentum, institutionalize 35
  • 36. 8. Categorize Positions Compile from multiple sources (external voting data) Analyze statistical trends and patterns (statistical apps.) Interpret underlying context and particular situations Dialogue with individuals (trust, role, security) NGO Voting Database (office applications, interface) 36 Delegates, Organizations, Countries
  • 37. Main Messages Managing knowledge assets leverages an NGOs capacity to do knowledge work. Social interaction includes sharing, collaboration, negotiation, and competition. Knowledge work involves both technical support and social interaction. 37
  • 38. E-Mail: albert.simard@drdc-rddc.gc.ca http://cradpdf.drdc-rddc.gc.ca/PDFS/unc121/p536618_A1b.pdf Knowledge Services: A Synthesis of Best Practices Presentations: http://www.slideshare.net/albertsimard/slideshows http://www.slideshare.net/Al.Simard/slideshows

Notas del editor

  1. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  2. This is an organizational infrastructure that includes pretty much everything that is needed to run CSS. This applies to KM as well as anything else that we do. Simply put, people use tools and process within a governance structure to increase the value of content and services. It isn’t a matter of focussing on one or more parts of the infrastructure. All parts must be reflected in a task, project, or program if it is to succeed.
  3. Today, storing knowledge depends more on technology than space (although physical collections will not disappear in the foreseeable future). List the elements. It’s important to understand that although technology is necessary, it is only one aspect of knowledge preservation.
  4. Similarly, accessing archived knowledge requires a set of user-friendly tools. Summarize the list. I cannot overemphasize the importance of user-friendliness (initially) and user-centricity (eventually) for retrieving knowledge if the CFIA wants people to actually use the system.
  5. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  6. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  7. This presentation provides an overview of how data, information, and knowledge, which I collectively call “content,” flows from its point of origin to its end use. It also describes relationships between the attributes of that content, how it is processed, and how it is used.