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3. Knowledge
             Management
                 Cycle

Knowledge Management Introduction   Stefan Urbanek
  2008 Lecture Slides                stefan.urbanek@gmail.com
                                               http://stiivi.com
                                                           Stiivi
Four Models*
                                                                                                                      Get                         Asses

                                                                                                         Use


       acquire            refine               store             distribute           present
                                                                                                                                   Knowledge                   Build/Sustain



                                                                                                        Learn                       Contribute                    Divest




                          Zack                                                                     Bukowitz and Williams
                                     1996                                                                                           1996

                               Knowledge Processing Environment


                 Knowledge                                            Knowledge
                 Production                                           Integration

                                   Organizational Knowledge                                              Build                 Hold                Pool                 Apply


                       double loop learning                                   beliefs and claims                                                                      perform tasks
                                                                                                           obtain
                                                                                                                              remember           coordinate              survey
                                                                                                          analyze
                                                                                                                            accumulate in         assemble                select
                                                                                                        reconstruct
                                                                                                                             repositories        reconstruct            observe
                  Business               beliefs and claims                                             synthesize
                                                                                                                               embed in          synthesize            synthesize
                 Processing                                                                                codify
                                                                                                                             repositories          access               evaluate
                 Environment            single loop learning                                               model
                                                                                                                                archive            retrieve              decide
                                                                                                         organize
                                                                                                                                                                       implement
                                                               Distributed Organizational
                                                                    Knowledge Base




          McElroy                                                                                                           Wiig
                                     2003                                                                                           1993



*clickable, ❖☚ returns here                                                                                                                                                           ☛ book p. 26
Effective KM


identify, generate, acquire, diffuse and capture

clear distinction must be made between
information and true knowledge assets
Meyer and Zack
           1996




❖☚
Research and knowledge about the design
     of physical products can be extended into
     the intellectual realm to serve as the basis
        for a knowledge management cycle.



❖☚                                            ☛ book p. 26
Platforms

     product platform
       knowledge repository


     information process platform
       knowledge refinery




❖☚
Information Unit

     formally defined atom of information
                    to be

                stored

             retrieved

          manipulated
❖☚
Meyer and Zack
               acquire       refine          store        distribute     present


     sources                                                                         users

                            analyze,
               calls and
                            interpret,
                surveys
                              report




                             edit and
                              format




                                           interactive   indexed and
                           decompose,     selection of      linked     via web and
                            index, link   knowledge       knowledge     groupware
                                              units          units

❖☚
Acquisition

     issues of raw materials
       scope, breadth, depth, credibility, accuracy, timelines, relevance, cost,
       control and exclusivity


     “garbage in, garbage out”
       data has to be in highest quality


                                                 acquire   refine   store   distribute   present


❖☚
Refinement

     primary source of added value

     physical refinement
       moving between mediums


     logical refinement
       restructuring, (re)labeling, indexing and integrating
       cleaning up / sanitizing content
                                               acquire   refine   store   distribute   present


❖☚
Storage and Retrieval
      bridge from acquisition and refinement to
      product generation

      physical
        folders, printed information


      digital
        database
        knowledge management software
                                        acquire   refine   store   distribute   present


❖☚
Distribution


     how information is delivered to end users
       fax, print, email, publication on a web page


     timing, frequency, form, language,...


                                               acquire   refine   store   distribute   present


❖☚
Presentation


     context plays important role

     users have to have enough context to be able
     to make use of a content



                               acquire   refine   store   distribute   present


❖☚
Bukowitz and
       Williams
          2000




❖☚
Bukowitz and
               Williams
             Get                Asses

     Use


                   Knowledge        Build/Sustain


     Learn         Contribute           Divest


❖☚                                               ☛ book p. 32
Get

     seek out needed information
       for decision making, problem solving or innovation


     think of information overload

     user needs must be well understood

     know where knowledge resources exist
                                                                    Get                Asses

                                                            Use


                                                                          Knowledge        Build/Sustain
❖☚
                                                            Learn         Contribute           Divest
Use


     how to combine information
       in new and interesting ways to foster organizational innovation


     focus on individuals and then on groups

                                                                        Get                Asses

                                                                 Use


                                                                              Knowledge        Build/Sustain
❖☚
                                                                Learn         Contribute           Divest
Learn

     learning from experiences
       means of creating competitive advantage


     creation of organizational memory
       best practices and lessons learned


     transition between application and generation
                                                         Get                Asses

                                                 Use


                                                               Knowledge        Build/Sustain
❖☚
                                                 Learn         Contribute           Divest
Contribute

     getting employees to post
       what they have learned


     making knowledge visible and available

     sharing
                                                Get                Asses

                                        Use


                                                      Knowledge        Build/Sustain
❖☚
                                        Learn         Contribute           Divest
Assess

     evaluation of intellectual capital

     definition of mission-critical knowledge

     map of current intellectual capital
       against future knowledge needs


     requirements for new set of processes
                                                     Get                Asses

                                             Use


                                                           Knowledge        Build/Sustain
❖☚
                                             Learn         Contribute           Divest
Build/Sustain

     allocation of resources
       to growth and maintenance of knowledge


     creation of new knowledge

     reinforcement of existing knowledge
                                                        Get                Asses

                                                Use


                                                              Knowledge        Build/Sustain
❖☚
                                                Learn         Contribute           Divest
Divest

     identification of obsolete knowledge
       knowledge that gives no value any further


     examination of resources required
       to maintain knowledge


     redeploying, outsourcing or terminating
                                                           Get                Asses

                                                   Use


                                                                 Knowledge        Build/Sustain
❖☚
                                                   Learn         Contribute           Divest
McElroy
       2003




❖☚
Knowledge is held...




          subjectively                    objectively
     in minds of individuals and groups    in explicit forms




❖☚                                                             ☛ book p. 35
Knowledge use
                        in business-processing environment



     matched expectations
       reinforcement of existing knowledge
       leads to reuse
       double-loop learning


     failed to match expectations
       adjustments in business processing behavior
       single-loop learning


❖☚
McElroy Cycle
                   Knowledge Processing Environment


     Knowledge                                            Knowledge
     Production                                           Integration

                       Organizational Knowledge


           double loop learning                                   beliefs and claims



      Business               beliefs and claims
     Processing
     Environment            single loop learning

                                                   Distributed Organizational
                                                        Knowledge Base
❖☚
                                                                        ☛ book p. 36
Knowledge
        Production Process
                         Individual and
                         Group Learning

                                                             Knowledge Claim
                                                                Evaluation


                                                                surviving?


     Formulate Problem   Knowledge Claim
          Claim            Formulation
                                                                 falsified?


                                              codified
                                           knowledge claim
                                                                undecided?



                           Information
                           Acquisition

❖☚
Knowledge
                Integration

     introduction of new knowledge claims
       to organization’s operating environment


     retirement of old knowledge claims



❖☚
Validation

     Validation of knowledge is a step that clearly
     distinguishes knowledge management from
               document management.



   The KM cycle focuses on processes to identify
knowledge content that is of value to the organization
                and its employees.

❖☚
Wiig
      1993




❖☚
Wiig Conditions
 organization must have ...

               business and customers
                 products and services


               resources
                 people, capital and facilities


               ability to act
❖☚                                                ☛ book p. 38
Knowledge...


     … is the principal force that determines and drives
                the ability to act intelligently




❖☚
Four Steps

      Build           Hold           Pool          Apply

                                                 perform tasks
        obtain
                     remember      coordinate       survey
       analyze
                   accumulate in    assemble         select
     reconstruct
                    repositories   reconstruct     observe
     synthesize
                      embed in     synthesize     synthesize
        codify
                    repositories     access        evaluate
        model
                       archive       retrieve       decide
      organize
                                                  implement




❖☚                                                    ☛ book p. 39, 42
Building Knowledge

     obtain knowledge

     analyze

     reconstruct/synthesize

     codify

     organize

❖☚
Obtaining Knowledge

      research and development projects

      innovations by individuals

      experimentation

      reasoning with existing knowledge

      hiring new people

❖☚
Knowledge Analysis

     extracting – from obtained material (transcripts, identify themes)

     abstracting – from model or a theory

     identifying patterns – trend analysis

     explaining relations between knowledge fragments

     verifying – that meaning has not been corrupted through summarizing
                                               ☛ remember the “One Example” from lecture !2

❖☚
Synthesis or
         Reconstruction
     generalization of analyzed material
       to obtain broader principles
       generating hypotheses


     establish conformance
       between new and existing knowledge


     update knowledge pool
       incorporate new knowledge

❖☚
Codifying and
              Modeling
     accord with mental models
       knowledge should be codified in the way that it would be understandable
       by employees and will fit employees way of thinking, doing things and
       interpreting things


     how knowledge is assembled

     how knowledge is documented

❖☚
Organization of
              Knowledge
      … for specific uses and according to an established
                  organizational framework




                                                           ?
     classes?     hierarchy?        FAQ list?              …?
❖☚
Holding
     remembering
       knowledge has been internalized or understood


     accumulating
       knowledge has been encoded and stored in a knowledge base


     embedding
       knowledge becomes part of procedure manual


     archiving
       creating a library, systematically retiring out-of-date or not relevant
       knowledge

❖☚
Pooling
     coordination of knowledge
       formation of collaborative teams
       “who knows what” network


     assembly
       into background references
                                                                  1+1 = ?   2


     access and retrieval
       be able to consult with knowledgeable people or knowledge base

❖☚
Application


       anyhow*




❖☚               *to increase positive business results
Integrated Cycle



❖☚
Integrated Cycle
                           assess

     capture and                       sharing and
       creation                       dissemination



        update
                                               contextualize


                 acquisition and application
❖☚                                                    ☛ book p. 43
“☛ Book” references:




              Kimiz Dalkir:
Knowledge Management in Theory and Practice
              Elsevier 2005

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Knowledge Management Lecture 3: Cycle

  • 1. 3. Knowledge Management Cycle Knowledge Management Introduction Stefan Urbanek 2008 Lecture Slides stefan.urbanek@gmail.com http://stiivi.com Stiivi
  • 2. Four Models* Get Asses Use acquire refine store distribute present Knowledge Build/Sustain Learn Contribute Divest Zack Bukowitz and Williams 1996 1996 Knowledge Processing Environment Knowledge Knowledge Production Integration Organizational Knowledge Build Hold Pool Apply double loop learning beliefs and claims perform tasks obtain remember coordinate survey analyze accumulate in assemble select reconstruct repositories reconstruct observe Business beliefs and claims synthesize embed in synthesize synthesize Processing codify repositories access evaluate Environment single loop learning model archive retrieve decide organize implement Distributed Organizational Knowledge Base McElroy Wiig 2003 1993 *clickable, ❖☚ returns here ☛ book p. 26
  • 3. Effective KM identify, generate, acquire, diffuse and capture clear distinction must be made between information and true knowledge assets
  • 4. Meyer and Zack 1996 ❖☚
  • 5. Research and knowledge about the design of physical products can be extended into the intellectual realm to serve as the basis for a knowledge management cycle. ❖☚ ☛ book p. 26
  • 6. Platforms product platform knowledge repository information process platform knowledge refinery ❖☚
  • 7. Information Unit formally defined atom of information to be stored retrieved manipulated ❖☚
  • 8. Meyer and Zack acquire refine store distribute present sources users analyze, calls and interpret, surveys report edit and format interactive indexed and decompose, selection of linked via web and index, link knowledge knowledge groupware units units ❖☚
  • 9. Acquisition issues of raw materials scope, breadth, depth, credibility, accuracy, timelines, relevance, cost, control and exclusivity “garbage in, garbage out” data has to be in highest quality acquire refine store distribute present ❖☚
  • 10. Refinement primary source of added value physical refinement moving between mediums logical refinement restructuring, (re)labeling, indexing and integrating cleaning up / sanitizing content acquire refine store distribute present ❖☚
  • 11. Storage and Retrieval bridge from acquisition and refinement to product generation physical folders, printed information digital database knowledge management software acquire refine store distribute present ❖☚
  • 12. Distribution how information is delivered to end users fax, print, email, publication on a web page timing, frequency, form, language,... acquire refine store distribute present ❖☚
  • 13. Presentation context plays important role users have to have enough context to be able to make use of a content acquire refine store distribute present ❖☚
  • 14. Bukowitz and Williams 2000 ❖☚
  • 15. Bukowitz and Williams Get Asses Use Knowledge Build/Sustain Learn Contribute Divest ❖☚ ☛ book p. 32
  • 16. Get seek out needed information for decision making, problem solving or innovation think of information overload user needs must be well understood know where knowledge resources exist Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 17. Use how to combine information in new and interesting ways to foster organizational innovation focus on individuals and then on groups Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 18. Learn learning from experiences means of creating competitive advantage creation of organizational memory best practices and lessons learned transition between application and generation Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 19. Contribute getting employees to post what they have learned making knowledge visible and available sharing Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 20. Assess evaluation of intellectual capital definition of mission-critical knowledge map of current intellectual capital against future knowledge needs requirements for new set of processes Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 21. Build/Sustain allocation of resources to growth and maintenance of knowledge creation of new knowledge reinforcement of existing knowledge Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 22. Divest identification of obsolete knowledge knowledge that gives no value any further examination of resources required to maintain knowledge redeploying, outsourcing or terminating Get Asses Use Knowledge Build/Sustain ❖☚ Learn Contribute Divest
  • 23. McElroy 2003 ❖☚
  • 24. Knowledge is held... subjectively objectively in minds of individuals and groups in explicit forms ❖☚ ☛ book p. 35
  • 25. Knowledge use in business-processing environment matched expectations reinforcement of existing knowledge leads to reuse double-loop learning failed to match expectations adjustments in business processing behavior single-loop learning ❖☚
  • 26. McElroy Cycle Knowledge Processing Environment Knowledge Knowledge Production Integration Organizational Knowledge double loop learning beliefs and claims Business beliefs and claims Processing Environment single loop learning Distributed Organizational Knowledge Base ❖☚ ☛ book p. 36
  • 27. Knowledge Production Process Individual and Group Learning Knowledge Claim Evaluation surviving? Formulate Problem Knowledge Claim Claim Formulation falsified? codified knowledge claim undecided? Information Acquisition ❖☚
  • 28. Knowledge Integration introduction of new knowledge claims to organization’s operating environment retirement of old knowledge claims ❖☚
  • 29. Validation Validation of knowledge is a step that clearly distinguishes knowledge management from document management. The KM cycle focuses on processes to identify knowledge content that is of value to the organization and its employees. ❖☚
  • 30. Wiig 1993 ❖☚
  • 31. Wiig Conditions organization must have ... business and customers products and services resources people, capital and facilities ability to act ❖☚ ☛ book p. 38
  • 32. Knowledge... … is the principal force that determines and drives the ability to act intelligently ❖☚
  • 33. Four Steps Build Hold Pool Apply perform tasks obtain remember coordinate survey analyze accumulate in assemble select reconstruct repositories reconstruct observe synthesize embed in synthesize synthesize codify repositories access evaluate model archive retrieve decide organize implement ❖☚ ☛ book p. 39, 42
  • 34. Building Knowledge obtain knowledge analyze reconstruct/synthesize codify organize ❖☚
  • 35. Obtaining Knowledge research and development projects innovations by individuals experimentation reasoning with existing knowledge hiring new people ❖☚
  • 36. Knowledge Analysis extracting – from obtained material (transcripts, identify themes) abstracting – from model or a theory identifying patterns – trend analysis explaining relations between knowledge fragments verifying – that meaning has not been corrupted through summarizing ☛ remember the “One Example” from lecture !2 ❖☚
  • 37. Synthesis or Reconstruction generalization of analyzed material to obtain broader principles generating hypotheses establish conformance between new and existing knowledge update knowledge pool incorporate new knowledge ❖☚
  • 38. Codifying and Modeling accord with mental models knowledge should be codified in the way that it would be understandable by employees and will fit employees way of thinking, doing things and interpreting things how knowledge is assembled how knowledge is documented ❖☚
  • 39. Organization of Knowledge … for specific uses and according to an established organizational framework ? classes? hierarchy? FAQ list? …? ❖☚
  • 40. Holding remembering knowledge has been internalized or understood accumulating knowledge has been encoded and stored in a knowledge base embedding knowledge becomes part of procedure manual archiving creating a library, systematically retiring out-of-date or not relevant knowledge ❖☚
  • 41. Pooling coordination of knowledge formation of collaborative teams “who knows what” network assembly into background references 1+1 = ? 2 access and retrieval be able to consult with knowledgeable people or knowledge base ❖☚
  • 42. Application anyhow* ❖☚ *to increase positive business results
  • 44. Integrated Cycle assess capture and sharing and creation dissemination update contextualize acquisition and application ❖☚ ☛ book p. 43
  • 45. “☛ Book” references: Kimiz Dalkir: Knowledge Management in Theory and Practice Elsevier 2005