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Considerations for Choosing the Best
                   Knowledge Transfer Approach

                 1. Identify knowledge requirements - i.e. the
                    type of knowledge people need to acquire.
                 2. Understand the nature of the work, in
                    particular the level of complexity.
                 3. Choose knowledge capture and knowledge
                    transfer tools that match type of knowledge
                    needs and support the level of complexity.


Sunday, May 22, 2011
What do people need to learn?
           1. Facts, data or information “about” - Declarative
              Knowledge
           2. Procedure(s) or process for completing a task -
              Procedural Knowledge
           3. Mental model (multi-dimensional model of how
              something works) - Declarative, Procedural,
              Contextual, Social and Systemic Knowledge

             Match learning requirement with appropriate
           knowledge capture and knowledge transfer tool(s).
Sunday, May 22, 2011
How complex is the work?
          • Number and nature of tasks.            • Level and impact of decision-
                  Single task at a time or            making
                  multiple, simultaneous tasks?
                                                   • Need for recognizing subtle
          • Number of factors,                        cues
                  interactions and relationships
                                                   • Frequency and predictability
          • Level of uncertainty or                   of change
                  ambiguity
                                                   • Amount of supporting
          • Amount of sensemaking                     technology, its complexity
                  required                            and frequency of change


         The complexity of the work influences the choice of
          knowledge capture and knowledge transfer tools.
Sunday, May 22, 2011
JOB COMPLEXITY MODEL: LEVELS OF WORK
                                               1                                    2                                      3
           Simple                                  Complicated                          Complex
           Straightforward, easy to define          Complicated but knowable (a          Complex relationships and
           and proceduralize                       Ferrari)                             interactions; difficult to know
                                                                                        (The Rainforest)

            Predictable                            Mostly Predictable                   Unpredictable
            Few unknowns                           Mostly predictable with some         Frequent unpredictable events;
                                                   unknowns                             High degree of unknowns


           Slow or No Change                       Regular Change                       Frequent & Rapid Change
           Change is infrequent and slow           Regular, but manageable change       Change is constant


           Routine                                 Mostly Routine                       Non-Routine
           Same tasks done                         Some routine, some non-              High variety and differentiation
           repeatedly, very little variation       routine tasks, moderate              of tasks; rarely do the same
                                                   variation                            tasks the same way twice

           Tactical                                Tactical                             Strategic
           Short time horizon                      Short to medium time horizon         Long time horizon


           Low Impact                              Medium Impact                        High Impact
           Contribution has low impact;            Contribution has low to              Contribution has high impact;
           Impact of mistakes is low               medium impact, Impact of             Impact of mistakes is high
                                                   mistakes is medium to high




Sunday, May 22, 2011
STAFFING, TRAINING & KM FOR COMPLEXITY
                                     Simple                           1   Complicated
                                                                                                         2     Complex                          3
      Type of Work
                                     Straightforward, easy to define       Complicated but knowable (like       Complex relationships and
                                     and proceduralize; predictable,      a Ferrari); Mostly predicable,       interactions; difficult to know
                                     knowable, minimal and/or             regular but manageable change        (The Rainforest); Change is
                                     infrequent change                                                         constant and unpredictable
                                                                          Mostly Routine: Some                  Non-Routine: High variety
                                     Routine: Same tasks done             routine, some non-routine             and differentiation of tasks;
                                     repeatedly, very little variation    tasks, moderate variation             rarely do the same tasks the
                                                                                                                same way twice
              Knowledge Management




                                                                          Smart Procedures &
     Support




                                     Quick reference work                                                      Principles and Heuristics
                 & Work Support




                                     instruction, online references,      Visualizations (Multi-dimensional)   Stories, Case Studies
                                     procedures, checklists               Troubleshooting Guides               Discussion/Exchange with other
                                                                          Heuristics                           people in similar role


                                                                                                               Diverse experiences and
                                     Traditional Training methods, On     Simulations, Apprenticeships
      Training




                                                                                                               opportunity to build mental
                                     the Job Training                                                          model
                                                                          Longer time to competency,
                                                                                                               Scenario Design for practice and
                                     Easy to learn, quick ramp-up         requires more opportunities,
                                                                                                               reinforcement of high level
                                                                          hands-on experience
                                                                                                               cognitive skills
      Staffing




                                     DNA: Sensor, Procedures              DNA: Systemic thinking               DNA: Design Thinking

                                     Easy to staff, minimal off-map       Direct experience is important       DNA match is critical
                                     decision making


Sunday, May 22, 2011

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Considerations for Choosing the Best Knowledge Transfer Approach

  • 1. Considerations for Choosing the Best Knowledge Transfer Approach 1. Identify knowledge requirements - i.e. the type of knowledge people need to acquire. 2. Understand the nature of the work, in particular the level of complexity. 3. Choose knowledge capture and knowledge transfer tools that match type of knowledge needs and support the level of complexity. Sunday, May 22, 2011
  • 2. What do people need to learn? 1. Facts, data or information “about” - Declarative Knowledge 2. Procedure(s) or process for completing a task - Procedural Knowledge 3. Mental model (multi-dimensional model of how something works) - Declarative, Procedural, Contextual, Social and Systemic Knowledge Match learning requirement with appropriate knowledge capture and knowledge transfer tool(s). Sunday, May 22, 2011
  • 3. How complex is the work? • Number and nature of tasks. • Level and impact of decision- Single task at a time or making multiple, simultaneous tasks? • Need for recognizing subtle • Number of factors, cues interactions and relationships • Frequency and predictability • Level of uncertainty or of change ambiguity • Amount of supporting • Amount of sensemaking technology, its complexity required and frequency of change The complexity of the work influences the choice of knowledge capture and knowledge transfer tools. Sunday, May 22, 2011
  • 4. JOB COMPLEXITY MODEL: LEVELS OF WORK 1 2 3 Simple Complicated Complex Straightforward, easy to define Complicated but knowable (a Complex relationships and and proceduralize Ferrari) interactions; difficult to know (The Rainforest) Predictable Mostly Predictable Unpredictable Few unknowns Mostly predictable with some Frequent unpredictable events; unknowns High degree of unknowns Slow or No Change Regular Change Frequent & Rapid Change Change is infrequent and slow Regular, but manageable change Change is constant Routine Mostly Routine Non-Routine Same tasks done Some routine, some non- High variety and differentiation repeatedly, very little variation routine tasks, moderate of tasks; rarely do the same variation tasks the same way twice Tactical Tactical Strategic Short time horizon Short to medium time horizon Long time horizon Low Impact Medium Impact High Impact Contribution has low impact; Contribution has low to Contribution has high impact; Impact of mistakes is low medium impact, Impact of Impact of mistakes is high mistakes is medium to high Sunday, May 22, 2011
  • 5. STAFFING, TRAINING & KM FOR COMPLEXITY Simple 1 Complicated 2 Complex 3 Type of Work Straightforward, easy to define Complicated but knowable (like Complex relationships and and proceduralize; predictable, a Ferrari); Mostly predicable, interactions; difficult to know knowable, minimal and/or regular but manageable change (The Rainforest); Change is infrequent change constant and unpredictable Mostly Routine: Some Non-Routine: High variety Routine: Same tasks done routine, some non-routine and differentiation of tasks; repeatedly, very little variation tasks, moderate variation rarely do the same tasks the same way twice Knowledge Management Smart Procedures & Support Quick reference work Principles and Heuristics & Work Support instruction, online references, Visualizations (Multi-dimensional) Stories, Case Studies procedures, checklists Troubleshooting Guides Discussion/Exchange with other Heuristics people in similar role Diverse experiences and Traditional Training methods, On Simulations, Apprenticeships Training opportunity to build mental the Job Training model Longer time to competency, Scenario Design for practice and Easy to learn, quick ramp-up requires more opportunities, reinforcement of high level hands-on experience cognitive skills Staffing DNA: Sensor, Procedures DNA: Systemic thinking DNA: Design Thinking Easy to staff, minimal off-map Direct experience is important DNA match is critical decision making Sunday, May 22, 2011