books, cognoise

Transition Planning Applying Method Cards

I was meaning to write about this since last KM Asia when my boss got the KM method cards and the guidebook from Patrick Lambe . My KM day job is around IT Projects delivery and I am in a way limited by the tool set that is available for the projects’ disposal to do better things with Knowledge. So I shuffled the deck of method cards barring the tools.

My goal is to pick and choose what might make a decent set of methods and approaches for managing transitions that are so common. We routinely take over applications either from our customers or other vendors for maintenance and on going sustenance support. I set out to create a tool kit for practitioners to immediately use.

Here are the specific Method cards that came out

1. Cultural Archetypes: A representation of org culture and is very effective in making people speak about key issues without getting personal or talking apple pie motherhoods. As the card indicates Anecdote Circle is necessary for collection of a large body of narratives. Even an ethno would do here. You can find a detailed method for Archetype creation on Cognitive Edge. Works best when done on the floor or a large table rather than wall.

2. Story Listening: Obviously this makes perfect sense. I refer to Kurtz’s work that is fresh.

3. Story Telling: When you tell a good story you actually trigger patterns/emotions in the listener, that is buried deep. Template for stories or constantly looking for turnaround stories or just telling positive stories are all recipes but not close to the principles of narrative, which is best captured in this screen writing bible by McKee

4. Expertise Knowledge Audit Interview: X has 5 years more experience than Y, in any work performance of X is scales higher than Y. To bridge this gap we need to be able to articulate what X knows. Because experienced folks are expensive, and every large group with more experienced folks comes under the “measurement of efficiency” radar. The group may have to trim itself of these experts in an unplanned manner, so we need to manage this knowledge leak, and loss in a way that it provides continuity for the group as well as business continuity for customers. Here I feel Crandall, Klein et al work is best in the excellent handbook Working Minds.

5. Knowledge Audits and Maps: You may know lots of forms of knowledge maps, but most still lacks the dimension of knowledge flow. It is working for my context best as it renders itself nicely for operational reviews at group level and improves find and opens up opportunities for sharing and collaboration.

6. Anecdote Circles: Main reference for AC is on CE

Here are the specific Approach cards that came out

1. Expertise Transfer: The card included all sorts of methods and tools that covered a wide range of group facilitation, to personal learning methods, to representation. My picks for the context of a project in addition to above would be concept mapping, and Peer Assist

2. SME: This Approach I feel works best within a CoP. Most prominent issue I see here in organizations is there is no expectation/responsibility set for this on the SMEs.

All in all the cards provides a range of methods and approaches and what is likely to work in context and in conjunction.


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