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www.km-me.com 	 	 																																						info@km-me.com	1	
Agile
Knowledge
Management
(KMAgile)
KM Middle East
30-31 March 2016
@billkaplankm
1	
©Working	KnowledgeCSP	and	Greenes	Consul�ng	
Challenges in
Making the KM
Business Case
2	
  Business/Operational
Environment (BOE)
  Operational Tempo (Op Tempo)
  Behavior change
  Knowledge use and flow
  Tangible impact to performance
  Doing more with less
  Leadership attention and
expectations
  WIIFM?
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
@billkaplankm	:	Not	always	easy	to	make	the	business	case
www.km-me.com 	 	 																																						info@km-me.com	2	
Business Case
Build KM Strategy
and Capability
While Delivering
Measurable Results
Quickly
Making KM “Stick”
3	
#1 Learning
	
	
	Results
Change
Behavior	
@billkaplankm	:	Results	Change	Behavior	©Working	KnowledgeCSP	and	Greenes	Consul�ng	
Assessment	
KM,	Business	&	
Opera�onal	
Requirements	
(Environments)	
Traditional KM Strategy and
Framework Development
(Waterfall)
4	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm
www.km-me.com 	 	 																																						info@km-me.com	3	
Assessment	
Analysis	
KM,	Business	&	
Opera�onal	
Requirements	
(Environments)	
Understanding	
the	KM	
Environment	
(Current	State)	
5	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Traditional KM Strategy and
Framework Development
(Waterfall)
Assessment	
Analysis	
Design	
KM,	Business	&	
Opera�onal	
Requirements	
(Environments)	
Understanding	
the	KM	
Environment	
(Current	State)	
Gap	Analysis		
(Future	State)	
6	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Traditional KM Strategy and
Framework Development
(Waterfall)
www.km-me.com 	 	 																																						info@km-me.com	4	
Assessment	
Analysis	
Design	
KM,	Business	&	
Opera�onal	
Requirements	
(Environments)	
Understanding	
the	KM	
Environment	
(Current	State)	
Gap	Analysis		
(Future	State)	 Roadmap	
KM	Strategy	
&	Framework	
6-12	months	
7	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Traditional KM Strategy and
Framework Development
(Waterfall)
Assessment	
Analysis	
Design	
Program	
KM,	Business	&	
Opera�onal	
Requirements	
(Environments)	
Understanding	
the	KM	
Environment	
(Current	State)	
Gap	Analysis		
(Future	State)	
Perform	
Roadmap	
KM	Strategy	
&	Framework	
6-12	months	 6+	months	
8	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Traditional KM Strategy and
Framework Development
(Waterfall)
www.km-me.com 	 	 																																						info@km-me.com	5	
KMAgile
  Plan, develop, and execute an organizational KM framework
through the rapid use of carefully selected pilot projects
focused on delivering the highest business value in the
shortest time
  Rapidly and repeatedly evaluate practically applied KM
concepts, strategies, and implementing practices in real time
  Continuously refine a context relevant KM strategy and
operating framework as the pilot’s progress
  12 weeks
  KM Strategy should be part of Business Strategy
9	
@billkaplankm	:	Rapid	results,	high	value,	shortest	�me	©Working	KnowledgeCSP	and	Greenes	Consul�ng	
KMAgile Principles
  Satisfy the client through early delivery of a sustainable KM Framework
  Welcome changing requirements at any time
  Co-delivery of the KM project
  Build the KM framework around early adapter organizations
  The primary measure of progress is the ability to quickly
leverage knowledge to solve business or operational challenges
  Continuous attention to culture and workforce dynamics enhances
sustainable KM framework success
  Simplicity is essential
  Technology is an enabler, never the solution
  Reflect regularly and adjust team behavior and execution accordingly
10	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																 	 	@billkaplankm	:	Early,	adaptable,	part	of	work	processes,	keep	it	simple
www.km-me.com 	 	 																																						info@km-me.com	6	
New	
Possibili�es	
New	Mindsets	
New	
Capabili�es	
 Learn	before	doing	
 Engage	key	
stakeholders	and	
pivotal	work	teams	
 Create	awareness	
 Iden�fy,	select	and	
agree	on	quick	wins	
 Train	on	the	job	
 Apply	proven	prac�ces	
for	fast	learning,	sharing	
and	transfer	
 Measure	and	socialize	
impacts	
 Generate	and	capture	
key	learnings	
 Iden�fy	be�er	&	next	
prac�ces	
 Revise	KPIs	
 Align	key	stakeholders	
New	Way	
of	
Performing	
and	
Learning	
Mul�-Year	
KM	
Strategy	
and	
Roadmap		Weeks	1	–	3	
Sprint	1	
Weeks	4-9	
Sprint	2	
Weeks	10-12	
Sprint	3	
 Project	
Planning	
 Advance	
Research	
 Logis�cs	
ATP	+	
Planning	
KMAgile
KM	Results	
KM	Strategy	Development	|	Renewal		
11	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Planning Phase
  ATP
  Acquire background information
  Identify key stakeholders, thought leaders, pivotal
work teams for interviews
  User Stories provide context for problems and
challenges that drive pilot selection
  Begin to understand change challenges
  Draft Knowledge Flow and Use survey for Sprint 1
Outcome:	Quick	start;	Understand	Business	Opera�ng	
Environment	(BOE);	Understand	Knowledge	Management	
Environment	(KME)	
12	©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm
www.km-me.com 	 	 																																						info@km-me.com	7	
Sprint 1
  Engage with key stakeholders and pivotal work
teams
  Make case for KM impacts to performance
  Gain commitment (License) up and down
  Leverage KF&U survey
  Conduct targeted interviews
  Integrate Client KM Team/KM POC
  JIT KM Training
  ID quick wins/pilots and success measures
  Daily scrums
Outcome:	Clear	line	of	sight	between	KM,	work,	and	value	Weeks	1	–	3	
Sprint	1	
13	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
Sprint 2
  JIT KM Training
  KM practice application as part of work
processes (e.g. Peer Assists, Action Reviews)
  Knowledge is shared, transferred and
applied
  Results are becoming visible; value and
trust increase
Weeks	4-9	
Sprint	2	
Outcome:	Changes	in	performance;	
Changes	in	knowledge	sharing	behavior	
14	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm
www.km-me.com 	 	 																																						info@km-me.com	8	
Sprint 3
  Generate and capture key learnings from pilots
(Retrospects)
  Sense making and characterization
  Shared learnings “in context” integrated with
consultant experience and relevant
benchmarks
  (Re)Design and development of KM Strategy,
Framework, success measures
  Findings and recommendations shared and
socialized in form of realistic KM roadmap and
timeline
Outcome:	Framework	--	People/Culture,	Processes,	
Enabling	Technology,	and	Content;	New	way	of	working	
15	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm	
New	
Possibili�es	
New	Mindsets	
New	
Capabili�es	
 Learn	before	doing	
 Engage	key	
stakeholders	and	
pivotal	work	teams	
 Create	awareness	
 Iden�fy,	select	and	
agree	on	quick	wins	
 Train	on	the	job	
 Apply	proven	prac�ces	
for	fast	learning,	sharing	
and	transfer	
 Measure	and	socialize	
impacts	
 Generate	and	capture	
key	learnings	
 Iden�fy	be�er	&	next	
prac�ces	
 Revise	KPIs	
 Align	key	stakeholders	
New	Way	
of	
Performing	
and	
Learning	
Mul�-Year	
KM	
Strategy	
and	
Roadmap		Weeks	1	–	3	
Sprint	1	
Weeks	4-9	
Sprint	2	
Weeks	10-12	
Sprint	3	
 Project	
Planning	
 Advance	
Research	
 Logis�cs	
ATP	+	
Planning	
KMAgile
KM	Results	
KM	Strategy	Development	|	Renewal		
16	
©Working	KnowledgeCSP	and	Greenes	Consul�ng																	@billkaplankm
www.km-me.com 	 	 																																						info@km-me.com	9	
KMAgile Tradeoffs
  People and practices over strategy in a vacuum
  Performing and learning over high-level processes and tools
  Collaboration over traditional consulting
  Responding and adapting to change over a perfect plan
17	@billkaplankm	:	Must	be	part	of	way	work	gets	done	
©Working	KnowledgeCSP	and	Greenes	Consul�ng	
KMAgile Advice
  The organization sets the priorities based
on culture, workforce dynamics, and the
business or operational problem to be
addressed where leveraging knowledge
will have a measurable difference in
business performance or mission
outcome.
  KM consultants work side-by-side with the
organization’s KM practitioners to
determine the most effective way to deliver
the highest value business outcomes
through the evolving KM framework in the
shortest amount of time.
  Tie KM strategy to operational needs and
op tempo
  Results change mindsets and behaviors
18	@billkaplankm	:	Results	change	mindsets	and	behavior	
©Working	KnowledgeCSP	and	Greenes	Consul�ng
www.km-me.com 	 	 																																						info@km-me.com	10	
19	
Bill Kaplan
workingknowledge-csp.com
+001 571.234.5942
bill@workingknowledge-csp.com
	
KMAgile Advice
@billkaplankm	
©Working	KnowledgeCSP	and	Greenes	Consul�ng

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KMME 2016 Kaplan

  • 1. www.km-me.com info@km-me.com 1 Agile Knowledge Management (KMAgile) KM Middle East 30-31 March 2016 @billkaplankm 1 ©Working KnowledgeCSP and Greenes Consul�ng Challenges in Making the KM Business Case 2   Business/Operational Environment (BOE)   Operational Tempo (Op Tempo)   Behavior change   Knowledge use and flow   Tangible impact to performance   Doing more with less   Leadership attention and expectations   WIIFM? ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm @billkaplankm : Not always easy to make the business case
  • 2. www.km-me.com info@km-me.com 2 Business Case Build KM Strategy and Capability While Delivering Measurable Results Quickly Making KM “Stick” 3 #1 Learning Results Change Behavior @billkaplankm : Results Change Behavior ©Working KnowledgeCSP and Greenes Consul�ng Assessment KM, Business & Opera�onal Requirements (Environments) Traditional KM Strategy and Framework Development (Waterfall) 4 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm
  • 3. www.km-me.com info@km-me.com 3 Assessment Analysis KM, Business & Opera�onal Requirements (Environments) Understanding the KM Environment (Current State) 5 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Traditional KM Strategy and Framework Development (Waterfall) Assessment Analysis Design KM, Business & Opera�onal Requirements (Environments) Understanding the KM Environment (Current State) Gap Analysis (Future State) 6 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Traditional KM Strategy and Framework Development (Waterfall)
  • 4. www.km-me.com info@km-me.com 4 Assessment Analysis Design KM, Business & Opera�onal Requirements (Environments) Understanding the KM Environment (Current State) Gap Analysis (Future State) Roadmap KM Strategy & Framework 6-12 months 7 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Traditional KM Strategy and Framework Development (Waterfall) Assessment Analysis Design Program KM, Business & Opera�onal Requirements (Environments) Understanding the KM Environment (Current State) Gap Analysis (Future State) Perform Roadmap KM Strategy & Framework 6-12 months 6+ months 8 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Traditional KM Strategy and Framework Development (Waterfall)
  • 5. www.km-me.com info@km-me.com 5 KMAgile   Plan, develop, and execute an organizational KM framework through the rapid use of carefully selected pilot projects focused on delivering the highest business value in the shortest time   Rapidly and repeatedly evaluate practically applied KM concepts, strategies, and implementing practices in real time   Continuously refine a context relevant KM strategy and operating framework as the pilot’s progress   12 weeks   KM Strategy should be part of Business Strategy 9 @billkaplankm : Rapid results, high value, shortest �me ©Working KnowledgeCSP and Greenes Consul�ng KMAgile Principles   Satisfy the client through early delivery of a sustainable KM Framework   Welcome changing requirements at any time   Co-delivery of the KM project   Build the KM framework around early adapter organizations   The primary measure of progress is the ability to quickly leverage knowledge to solve business or operational challenges   Continuous attention to culture and workforce dynamics enhances sustainable KM framework success   Simplicity is essential   Technology is an enabler, never the solution   Reflect regularly and adjust team behavior and execution accordingly 10 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm : Early, adaptable, part of work processes, keep it simple
  • 6. www.km-me.com info@km-me.com 6 New Possibili�es New Mindsets New Capabili�es  Learn before doing  Engage key stakeholders and pivotal work teams  Create awareness  Iden�fy, select and agree on quick wins  Train on the job  Apply proven prac�ces for fast learning, sharing and transfer  Measure and socialize impacts  Generate and capture key learnings  Iden�fy be�er & next prac�ces  Revise KPIs  Align key stakeholders New Way of Performing and Learning Mul�-Year KM Strategy and Roadmap Weeks 1 – 3 Sprint 1 Weeks 4-9 Sprint 2 Weeks 10-12 Sprint 3  Project Planning  Advance Research  Logis�cs ATP + Planning KMAgile KM Results KM Strategy Development | Renewal 11 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Planning Phase   ATP   Acquire background information   Identify key stakeholders, thought leaders, pivotal work teams for interviews   User Stories provide context for problems and challenges that drive pilot selection   Begin to understand change challenges   Draft Knowledge Flow and Use survey for Sprint 1 Outcome: Quick start; Understand Business Opera�ng Environment (BOE); Understand Knowledge Management Environment (KME) 12 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm
  • 7. www.km-me.com info@km-me.com 7 Sprint 1   Engage with key stakeholders and pivotal work teams   Make case for KM impacts to performance   Gain commitment (License) up and down   Leverage KF&U survey   Conduct targeted interviews   Integrate Client KM Team/KM POC   JIT KM Training   ID quick wins/pilots and success measures   Daily scrums Outcome: Clear line of sight between KM, work, and value Weeks 1 – 3 Sprint 1 13 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm Sprint 2   JIT KM Training   KM practice application as part of work processes (e.g. Peer Assists, Action Reviews)   Knowledge is shared, transferred and applied   Results are becoming visible; value and trust increase Weeks 4-9 Sprint 2 Outcome: Changes in performance; Changes in knowledge sharing behavior 14 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm
  • 8. www.km-me.com info@km-me.com 8 Sprint 3   Generate and capture key learnings from pilots (Retrospects)   Sense making and characterization   Shared learnings “in context” integrated with consultant experience and relevant benchmarks   (Re)Design and development of KM Strategy, Framework, success measures   Findings and recommendations shared and socialized in form of realistic KM roadmap and timeline Outcome: Framework -- People/Culture, Processes, Enabling Technology, and Content; New way of working 15 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm New Possibili�es New Mindsets New Capabili�es  Learn before doing  Engage key stakeholders and pivotal work teams  Create awareness  Iden�fy, select and agree on quick wins  Train on the job  Apply proven prac�ces for fast learning, sharing and transfer  Measure and socialize impacts  Generate and capture key learnings  Iden�fy be�er & next prac�ces  Revise KPIs  Align key stakeholders New Way of Performing and Learning Mul�-Year KM Strategy and Roadmap Weeks 1 – 3 Sprint 1 Weeks 4-9 Sprint 2 Weeks 10-12 Sprint 3  Project Planning  Advance Research  Logis�cs ATP + Planning KMAgile KM Results KM Strategy Development | Renewal 16 ©Working KnowledgeCSP and Greenes Consul�ng @billkaplankm
  • 9. www.km-me.com info@km-me.com 9 KMAgile Tradeoffs   People and practices over strategy in a vacuum   Performing and learning over high-level processes and tools   Collaboration over traditional consulting   Responding and adapting to change over a perfect plan 17 @billkaplankm : Must be part of way work gets done ©Working KnowledgeCSP and Greenes Consul�ng KMAgile Advice   The organization sets the priorities based on culture, workforce dynamics, and the business or operational problem to be addressed where leveraging knowledge will have a measurable difference in business performance or mission outcome.   KM consultants work side-by-side with the organization’s KM practitioners to determine the most effective way to deliver the highest value business outcomes through the evolving KM framework in the shortest amount of time.   Tie KM strategy to operational needs and op tempo   Results change mindsets and behaviors 18 @billkaplankm : Results change mindsets and behavior ©Working KnowledgeCSP and Greenes Consul�ng
  • 10. www.km-me.com info@km-me.com 10 19 Bill Kaplan workingknowledge-csp.com +001 571.234.5942 bill@workingknowledge-csp.com KMAgile Advice @billkaplankm ©Working KnowledgeCSP and Greenes Consul�ng