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Notes Towards a Theory of
Sustainable
Knowledge
Management
Andrew Gent
August 2009

Copyright 2009 by Andrew Gent
About This Presentation
The concepts presented here are the culmination of
twenty-five years of learning and practice (not all in
the field of KM). I began working on a theory of
sustainable knowledge management over two years
ago, when I became concerned that our efforts are
particularly susceptible to the foibles and
fluctuations of business strategy and budget
planning.
The ideas and opinions presented here are solely
those of the author and do not necessarily represent
the views of any current or past employers.



                                                     2
Agenda
• Defining Sustainable Knowledge
  Management
• Principles of Sustainability
• Sustainability in Practice
• Final Thoughts




                                   3
Defining Sustainable
Knowledge Management




                  4
Sustainability
 “Sustainable architecture is foremost
 about reimagining the relationship
 between human beings and living
 systems... How do we build now that
 there are six billion of us, now that our
 supply of natural capital – water,
 wood, energy, land – must be far more
 effectively used? How do we make
 zero-emission houses? How do we
 design structures that can be
 reincorporated into earth harmlessly
 and endlessly? How do we metabolize
 energy and water so that the sky and
 land improve rather than erode?”
    – Paul Hawken, Sustainable Architecture, 2000

  http://www.earthpledge.org/                       5
Rethinking Knowledge
Management
• We need a similar reimagining of KM
  practices.
• But rather than thinking in terms of
  ecological footprint*, we need to
  think of how to reduce our impact in
  terms of human resources.
    * Green computing is an admirable goal involving a set
      of ecologically sound IT practices. But green
      computing is not specific to KM. It applies equally
      to all uses of computers                             6
Defining Sustainable KM
Sustainable Knowledge Management is
the design of KM initiatives with a
smaller "footprint" in terms of:
• Cost
• Dedicated headcount
• Learning curve
• Unique time away from people's
  "real" work

                                  7
Business Context
•   We are all familiar with the issues:
    − Too few resources
    − Budget cuts
    − Lack of attention or active participation
    − Lack of support (“If we could only get
      someone from upper management as a
      sponsor, we could...”)
•   What if, rather than fighting these
    limitations, we accept them as reality
    and work to reduce KM's reliance on
    these diminishing resources?
                                                  8
Current Issues
•   KM has a reputation for large, expensive
    programs.
•   Even small KM initiatives require a
    significant initial "push" in terms of cost,
    headcount, and executive attention.
•   There is no believable way to justify most
    KM programs (e.g. ROI)
•   Without direct bottom-line impact, KM is
    a constant target for budget cuts, fire drills,
    and downsizing.

                                                  9
Principles of
Sustainable KM




                 10
Principles of Sustainable KM
• Do not make KM extra work. Embed
  it in existing business processes.
• Avoid "Change Management". Let
  change manage itself.
• Design for humans, not data.
• Pay attention to the people, not the
  policies.
• Eliminate the opposition.

                                    11
Sustainability
in Practice
• Embedded KM
• Design to Zero
• (Re)Use What Exists
• Do It Yourself KM




                        12
Embedded KM
•   Embed KM practices in existing
    business processes
    − Look for milestones and knowledge “hotspots”
•   Benefits:
    − Rapid adoption
    − Tied to business metrics
•   Dangers:
    − Trying to “improve” (i.e. change) processes to
      make KM work better.
    − Focusing on knowledge capture rather than how
      knowledge is be used.
                                                       13
Design to Zero
•   Traditional Business Planning
    − Budget plans for initial “push”, but assumes
      ongoing maintenance.
    − Danger: if budget is cut, the program stops.
•   Design to Zero
    − Plan to reach zero expense some delta after
      launch:
      • Transfer expenses to other departments   BUDGET

        (H/W to IT, management to teams)
      • Develop “self-managed” processes
        (e.g. wikis, bar camps)                           Traditional

      • Embed in existing activities                      Design to Zero
        (annual conferences, etc.)
                                                     14
(Re)Use What Exists
•   Look for untapped knowledge in:
    − Business systems (project data, people, work
      history)
    − Repositories (samples, best practices, lessons
      learned)
    − Events (Project reviews, sales gatherings, team
      training)
•   Cross-pollinate
    − Invite others to events, open up systems.
    − Often information is most useful to people
      who aren't invited or don't know a resource
      exists.
                                                    15
Do-It-Yourself KM
•   When no KM practice exists, how do
    businesses solve the KM problem?
    − Bottom-up: Grassroots KM (wikis, forums,
      social networks)
    − Top down: KM services rather than programs
      (quick setup, one day events, self-help guides)
    − Guide to DIY KM
•   Dangers:
    − Reinventing the wheel
    − Document-centric solutions
    − Local solutions, global blindness
                                                        16
Final Thoughts

• Next Steps
• What About the Web 2.0
  Revolution?




                           17
Next Steps
•   Not just another KM paradigm.
•   Sustainability is applicable to all existing
    KM approaches (knowledge harvesting,
    communities of practice, storytelling, etc.)
•   This is a work in progress. Having
    identified potential solutions, how do we
    help others move forward?
    − Commitment to Sustainability?
      (cf. the Designers Accord)
    − Do-It-Yourself Guide to KM?
    − Sustainable Consulting?
     http://www.designersaccord.org/               18
Final Thoughts
•   What about Enterprise 2.0?
    − Doesn't the Web 2.0 revolution solve this
      problem?
    − No. What is “free” on the internet is not free
      inside the firewall. (Including servers, freedom
      of expression, and room to fail.)
    − Same issues as DIY KM




                                                     19
Questions?

For More Information:
http:// incrediblydull.blogspot.com/ 2009/03/ notes-towards-
theory-of-sustainable.html


Contact Info:
Email:           ajgent@yahoo.com
Blog:            http://incrediblydull.blogspot.com/
Website:         http://www.radiopoets.com/
Twitter:         http://twitter.com/AndrewGent

                                                               20

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Sustainable Knowledge Management

  • 1. Notes Towards a Theory of Sustainable Knowledge Management Andrew Gent August 2009 Copyright 2009 by Andrew Gent
  • 2. About This Presentation The concepts presented here are the culmination of twenty-five years of learning and practice (not all in the field of KM). I began working on a theory of sustainable knowledge management over two years ago, when I became concerned that our efforts are particularly susceptible to the foibles and fluctuations of business strategy and budget planning. The ideas and opinions presented here are solely those of the author and do not necessarily represent the views of any current or past employers. 2
  • 3. Agenda • Defining Sustainable Knowledge Management • Principles of Sustainability • Sustainability in Practice • Final Thoughts 3
  • 5. Sustainability “Sustainable architecture is foremost about reimagining the relationship between human beings and living systems... How do we build now that there are six billion of us, now that our supply of natural capital – water, wood, energy, land – must be far more effectively used? How do we make zero-emission houses? How do we design structures that can be reincorporated into earth harmlessly and endlessly? How do we metabolize energy and water so that the sky and land improve rather than erode?” – Paul Hawken, Sustainable Architecture, 2000 http://www.earthpledge.org/ 5
  • 6. Rethinking Knowledge Management • We need a similar reimagining of KM practices. • But rather than thinking in terms of ecological footprint*, we need to think of how to reduce our impact in terms of human resources. * Green computing is an admirable goal involving a set of ecologically sound IT practices. But green computing is not specific to KM. It applies equally to all uses of computers 6
  • 7. Defining Sustainable KM Sustainable Knowledge Management is the design of KM initiatives with a smaller "footprint" in terms of: • Cost • Dedicated headcount • Learning curve • Unique time away from people's "real" work 7
  • 8. Business Context • We are all familiar with the issues: − Too few resources − Budget cuts − Lack of attention or active participation − Lack of support (“If we could only get someone from upper management as a sponsor, we could...”) • What if, rather than fighting these limitations, we accept them as reality and work to reduce KM's reliance on these diminishing resources? 8
  • 9. Current Issues • KM has a reputation for large, expensive programs. • Even small KM initiatives require a significant initial "push" in terms of cost, headcount, and executive attention. • There is no believable way to justify most KM programs (e.g. ROI) • Without direct bottom-line impact, KM is a constant target for budget cuts, fire drills, and downsizing. 9
  • 11. Principles of Sustainable KM • Do not make KM extra work. Embed it in existing business processes. • Avoid "Change Management". Let change manage itself. • Design for humans, not data. • Pay attention to the people, not the policies. • Eliminate the opposition. 11
  • 12. Sustainability in Practice • Embedded KM • Design to Zero • (Re)Use What Exists • Do It Yourself KM 12
  • 13. Embedded KM • Embed KM practices in existing business processes − Look for milestones and knowledge “hotspots” • Benefits: − Rapid adoption − Tied to business metrics • Dangers: − Trying to “improve” (i.e. change) processes to make KM work better. − Focusing on knowledge capture rather than how knowledge is be used. 13
  • 14. Design to Zero • Traditional Business Planning − Budget plans for initial “push”, but assumes ongoing maintenance. − Danger: if budget is cut, the program stops. • Design to Zero − Plan to reach zero expense some delta after launch: • Transfer expenses to other departments BUDGET (H/W to IT, management to teams) • Develop “self-managed” processes (e.g. wikis, bar camps) Traditional • Embed in existing activities Design to Zero (annual conferences, etc.) 14
  • 15. (Re)Use What Exists • Look for untapped knowledge in: − Business systems (project data, people, work history) − Repositories (samples, best practices, lessons learned) − Events (Project reviews, sales gatherings, team training) • Cross-pollinate − Invite others to events, open up systems. − Often information is most useful to people who aren't invited or don't know a resource exists. 15
  • 16. Do-It-Yourself KM • When no KM practice exists, how do businesses solve the KM problem? − Bottom-up: Grassroots KM (wikis, forums, social networks) − Top down: KM services rather than programs (quick setup, one day events, self-help guides) − Guide to DIY KM • Dangers: − Reinventing the wheel − Document-centric solutions − Local solutions, global blindness 16
  • 17. Final Thoughts • Next Steps • What About the Web 2.0 Revolution? 17
  • 18. Next Steps • Not just another KM paradigm. • Sustainability is applicable to all existing KM approaches (knowledge harvesting, communities of practice, storytelling, etc.) • This is a work in progress. Having identified potential solutions, how do we help others move forward? − Commitment to Sustainability? (cf. the Designers Accord) − Do-It-Yourself Guide to KM? − Sustainable Consulting? http://www.designersaccord.org/ 18
  • 19. Final Thoughts • What about Enterprise 2.0? − Doesn't the Web 2.0 revolution solve this problem? − No. What is “free” on the internet is not free inside the firewall. (Including servers, freedom of expression, and room to fail.) − Same issues as DIY KM 19
  • 20. Questions? For More Information: http:// incrediblydull.blogspot.com/ 2009/03/ notes-towards- theory-of-sustainable.html Contact Info: Email: ajgent@yahoo.com Blog: http://incrediblydull.blogspot.com/ Website: http://www.radiopoets.com/ Twitter: http://twitter.com/AndrewGent 20