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Push-Pullperformance-based
Knowledge Management SystemsA performance-based view of KMS . . .
…for the sake of the enterprise shareholders, customers, employees, and suppliers
Originally authored by:
Guy W. Wallace for the ISPI Conference in April 2001
EPPIC Inc.Achieve Peak Performance
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 2
EPPIC Inc.Achieve Peak Performance
Session OpenSession Open
Session DescriptionSession Description
�The marketing concept of pushpush--pullpull as it applies to performance-based Knowledge Management SystemsKnowledge Management Systems(KMS)
This session will present
•The use of ISD methodsISD methods and customer-supplier teams to deliberately populate the KMS and- PushPush knowledge products to high-payback processesprocesses and
human performershuman performers audiences
- Chunk and storeChunk and store the knowledge products for additional, userfriendly retrieval to meet the needs of pullpull audiences
•A KMS business casebusiness case outline and four KMS implementation four KMS implementation stagesstages
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 3
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Session OpenSession Open
Session ObjectivesSession Objectives
�Describe a performanceperformance--basedbased KMS
Participants will be able to
•Describe the pushpush--pullpull orientation to performance-based KMS to better ensure shareholder ROI
•Describe the use of performanceuse of performance--based ISD and HPTbased ISD and HPTmethodologiesmethodologies to populate a KMS
•Describe the organizational teamsorganizational teams and their roles to implement, operate, and maintain a performance-based KMS
•Describe a fourfour--stage implementation planstage implementation plan for KMS
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Session OpenSession Open
Session AgendaSession Agenda
1. Session open
2. What is KM and KMS• Knowledge Management
• Knowledge Management Systems
3. Push-pull KMS
4. Performance-based/push-pull KMS
5. Four stages of KMS implementation• The KMS business case
• Calculating potential “returns” and “investment costs” for KMS
• KMS teams, roles, and responsibilities
• ISD methodologies in populating KMS
6. Session close
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Session OpenSession Open
Guy W. WallaceGuy W. WallaceGuy has been in the T&D field since 1979 and an ISD consultant since 1982. He is the author of two books, more than 20 articles, and has presented more than 40 times at ISPI conferences and local chapters. He is currently the treasurer and on the 1999–2000 Board of Directors of ISPI.
Key Areas of Expertise�Performance Modeling (PM)
Since 1979, Guy has conducted more than 150 group process Performance Modeling sessions.�Curriculum Architecture DesignSM (CAD)
He has conducted 71 performance-based CAD projects since 1982.�Modular Curriculum DevelopmentSM (MCD)
Guy has conducted more than 35 performance-based MCD projects since 1982.�Instructional Activity DevelopmentSM (IAD)
He has designed and developed more than two dozen performance-based simulation exercises for performances covering labor relations, high-tech product management, sales, ISD, plus many others.
�ISD Project Planning and ManagementGuy is the lead author of CADDI’s lean-ISD methodologies of the planning and management of the PACTSM Processes for T&D.
�Group/Team Process and FacilitationGuy has facilitated more than 300 group meetings to accomplish both human performance and business process improvement goals.
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Session OpenSession Open
Guy W. Wallace’s ISD Guy W. Wallace’s ISD via CAD Projectvia CAD Project HistoryHistory# Company Target Audience Year#71 Verizon Communications Consumer Sales Center Personnel 2001#70 GTE Service Corporation/Verizon Billing Center Personnel 2000#69 General Motors University Brand Management—Europe 1999#68 Eli Lilly and Company District Sales Managers 1999#67 General Motors University Brand Management—North America 1999#66 BankAmerica Corporation Financial Relationship Managers 1998#65 General Motors University Internal Controls 1998#64 Siemens Building Technologies, Inc. Sales Engineering 1998#63 General Motors University MFD Area Managers 1998#62 General Motors University Global Dealer Auditors 1998#61 BankAmerica Corporation Retail Branch Personnel 1997#60 Eli Lilly and Company Leadership and Management 1997#59 General Motors Tool & Die Supervisors 1997#58 Bandag, Inc. Franchise Dealership Management 1996
Personnel and Bandag Sales Personnel#57 Amoco Coaching and Support 1996#56 Amoco Project BEST 1996#55 Bellcore Tech Web Masters 1996#54 General Motors Product Engineers 1996#53 Sphinx Pharmaceuticals Combinatorial Chemists 1996#52 Valuemetrics, Inc. Associate and Senior Associate 1995#51 Ford Motor Company Engineering 1994#50 AT&T Network Systems Global Contract Management 1994#49 Novacor, Corunna Site Operations Management and 1994
Self-regulated Team#48 Spartan Stores/ISSC Companywide 1993#47 Data General Sales 1993
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Session OpenSession Open
Guy W. Wallace’s ISD Guy W. Wallace’s ISD via CAD Projectvia CAD Project History History (continued)(continued)
# Company Target Audience Year#46 Abbott Laboratories Market Management, Product 1993
Management, and Sales Management#45 Hewlett Packard Order Fulfillment (Order Processing, 1993
Quotes, Collections)#44 Amoco Team Training 1993#43 Imperial Bondware/Federal Paperboard Sales Training 1993#42 Commerce Clearing House (CCH) Sales Representative and Sales 1993
Management#41 AT&T Network Systems Product Management and Market 1993
Management#40 Ford Design Institute Engineering 1992#39 Detroit Ball Bearing Field Sales Managers 1992#38 Digital Equipment Corporation Program Management 1991#37 British Petroleum—America Front-line Retail Personnel 1991#36 General Dynamics Electrical/Electronics Assembly 1991#35 General Dynamics CATIA System Designers 1991#34 General Dynamics MRP II – Manufacturing Personnel 1991#33 General Dynamics Software Engineering 1991#32 Hewlett Packard Information Technologists 1991#31 AT&T Network Systems Marketing Personnel 1991#30 Occidental Petroleum Labs Laboratory Personnel 1991#29 NCR Supply Line Management 1990#28 Square D Quality Training 1990#27 General Dynamics Composites Bonding & Fabrication 1990#26 ARCO Alaska AMPS 1990
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 8
EPPIC Inc.Achieve Peak Performance
Session OpenSession Open
Guy W. Wallace’s ISD Guy W. Wallace’s ISD via CAD Projectvia CAD Project History History (continued)(continued)
# Company Target Audience Year#25 Hewlett Packard Information Technologists 1989#24 General Dynamics Quality 1989#23 Ameritech Network Services Management 1989#22 Ameritech Distribution Services Second-level 1989
Management#21 AT&T Network Systems Network Systems Sales 1989#20 Northern Trust Bank (Chicago) Trust and Financial Services 1988#19 AT&T Microelectronics Product Management 1988#18 AT&T Network Systems Switching Business Unit Sales 1988#17 Dow Chemical Safety Training 1987#16 NASA Middle Manager 1987#15 AT&T Network Systems Product Manager 1986#14 Illinois Bell Second-level Manager 1986#13 Illinois Bell Data Technician 1986#12 Multigraphics In-Branch Sales Orientation 1986#11 Dow Chemical Secretarial/Administrative 1986#10 Dow Chemical Top Operator 1986#9 MCC Powers Fire and Security 1985#8 Alcoa Labs Scientists, Engineers, Technicians, 1984
and Administrative#7 AT&T AETM 1984#6 AT&T Switching Technician 1984#5 Burroughs Information Specialists 1984#4 Westinghouse Defense Electronics Technical Operators (WICAM/IAG) 1983#3 Channel Gas Industries/Tenneco Fixed-rate Personnel 1983#2 MCC Powers ATC Branch Personnel 1983#1 Exxon Exploration USA Geologists/Geophysicists 1982
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 9
EPPIC Inc.Achieve Peak Performance
Session OpenSession Open
What Worries Me about KMSWhat Worries Me about KMS
�A lack of businesslack of business--based thinking and approachesbased thinking and approaches to KMS planning and decision-making
•A lack of focus on ROIlack of focus on ROI for KMS efforts and investments
•Development of a philosophy and software tools to allowphilosophy and software tools to allow SMEsSMEs to to create content for the KMScreate content for the KMS versus using ISD and HPT methods
•Dialogue about whether or not learners should always finish whether or not learners should always finish their modulestheir modules (from the e-learning world)
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What Is KM and KMS? What Is KM and KMS?
What Is KM and KMS?What Is KM and KMS?
While Knowledge Management has many definitions,most definitions include
�Knowledge as intellectual capitalintellectual capital�The capture, storage, and disseminationcapture, storage, and dissemination of knowledge
KM is intellectual capital that is captured, stored, and disseminated
to both protect and improve the enterprise
KM is intellectual capital that is KM is intellectual capital that is captured, stored, and disseminatedcaptured, stored, and disseminated
to both protect and improve the enterpriseto both protect and improve the enterprise
For our purposes hereFor our purposes here
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What Is KM and KMS? What Is KM and KMS?
What Is Knowledge?What Is Knowledge?
• Explicit knowledge:Explicit knowledge: documented knowledge• Tacit knowledge:Tacit knowledge: nonrecorded or nonexchanged
knowledge
Explicit is easier to capture, tacit is harder to capture for Knowledge Product development/deployment
Explicit is easier to capture, tacit is harder to capture for Explicit is easier to capture, tacit is harder to capture for Knowledge Product development/deploymentKnowledge Product development/deployment
•Tricks of the trade•Insights•Lessons learned
TacitTacit•Policies•Procedures•Copyrights•Patents•Databases•Etc.
ExplicitExplicit
There are two primary “types” of knowledge
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 12
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What Is KM and KMS? What Is KM and KMS?
Examples of Content for KMSExamples of Content for KMS
•Best practices•Lessons learned•Policies•Procedures•Job aids/EPSS•Databases•Tools•Templates•Examples of various documents
The goals include reducing “reinventing the wheel” and/or “starting from ground zero” for each performance effort
The goals include reducing “reinventing the wheel” and/or The goals include reducing “reinventing the wheel” and/or “starting from ground zero” for each performance effort“starting from ground zero” for each performance effort
KM content for Knowledge Products can include
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What Is KM and KMS? What Is KM and KMS?
What Is a KMS?What Is a KMS?
Enterprise KM systems will require
•A knowledge-sharing culture
KMS is a systemsystem for the capture, storage, and disseminationcapture, storage, and disseminationof knowledgeknowledge
•Reinforcing consequences (positive and negative)
•KM policies, procedures, processes, and clear performer roles
•Staff and infrastructure
•A knowledge repository and distribution mechanism- Usually an electronic warehouseelectronic warehouse and intranetintranet--Internet accessibilityInternet accessibility
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What Is KM and KMS? What Is KM and KMS?
Why KM and KMS?Why KM and KMS?
What business rationale is there for considering and implementing KMS?
KMS – to protect and improve the enterpriseKMS KMS –– to protect and improveto protect and improve the enterprisethe enterprise
• To protectprotect and/or improveimprove the enterprise
• ProtectProtect – via provisioning Knowledge Products that guideprocess performanceprocess performance and support compliance with externallaws and regulations and internal policies and procedures
• ImproveImprove – via provisioning Knowledge Products thatguide/streamline process performanceprocess performance using - Job aids (paper/EPSS), tools, templates, best practices, lessons
learned, and examples of process outputs (plans/documents)
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What Is What Is performanceperformance--basedbased KMS?KMS?
PerformancePerformance--based KMSbased KMS
�Is where all Knowledge Products within the KMS
• Are required to knowrequired to know for enterprise process performance
KMS – to protect and improve the enterpriseKMS KMS –– to protect and improve the enterpriseto protect and improve the enterprise
Performance-based KMS
- None of the content is nice to knownice to know
This is where our ISD and HPT methodologies This is where our ISD and HPT methodologies become part of the KMS effort become part of the KMS effort
more on this latermore on this later
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What Is What Is performanceperformance--basedbased//PushPush--PullPull KMS? KMS?
PushPush--PullPull
A marketing concept where “products” are deliberately pusheddeliberately pushed to certain target audiences, while other audiences are enabled to pullenabled to pullcontent from the product distribution system
Push examples
•Nonrequested creditcards in the mail
•Free trial magazinesubscriptions
PushPush examples
•Nonrequested creditcards in the mail
•Free trial magazinesubscriptions
Pull examples
•Credit cards at your bank
•Magazines available in stores
PullPull examples
•Credit cards at your bank
•Magazines available in stores
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 17
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What Is What Is performanceperformance--based/Pushbased/Push--PullPull KMS?KMS?
PushPush--Pull performancePull performance--based KMSbased KMSThis is a Knowledge Management System where all Knowledge Products
�Are “required to know” for critical enterprise process performance
•Are deliberately pusheddeliberately pushed to certain target audiences, while other audiences are enabled to pullenabled to pull content from the KMS product distribution system - Only push target audiencespush target audiences are addressed fully- Pull target audiencesPull target audiences are partially addressed (if at all)
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What Is What Is performanceperformance--basedbased//PushPush--PullPull KMS? KMS?
KMS and EKMS and E--learninglearning
If
�“E-learning” is simply the electronic distributionelectronic distribution of training content to facilitate learning
There isn’t really much difference between KMS and
e-learning today, or there really doesn’t have to be any
difference!
There isn’t really much There isn’t really much difference between KMS and difference between KMS and
ee--learning today, or there learning today, or there really doesn’t have to be any really doesn’t have to be any
difference!difference!
• “E” is a distribution channel to pushpush T&D to certain target audiences faster and cheaper, and allows other target audiences to pullpull T&D more readily
Performance-based T&D should/could always include• Best practices• Lessons learned• Policies/procedures• Job aids/EPSS• Templates• Example plans• Example documents
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 19
EPPIC Inc.Achieve Peak Performance
What Is What Is performanceperformance--based/Pushbased/Push--PullPull KMS? KMS?
KMS and EKMS and E--learninglearning
�Any prior distinctions between KMSKMS and ee--learninglearning and traditional T&Dtraditional T&D are blurring
For our purposes here, T&D, e-learning, and KMS are the same
in terms of their ability to become Knowledge Products
For our purposes here, For our purposes here, T&D, eT&D, e--learning, and KMS are the same learning, and KMS are the same
in terms of their ability to become Knowledge Productsin terms of their ability to become Knowledge Products
•E-learning’s infrastructure today can deliver and make accessible a blendblend of various types of “knowledge products” including - WBT: Web-based training- ILT: instructor-led training
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What Is What Is performanceperformance--basedbased//PushPush--PullPull KMS? KMS?
Finish KMS eFinish KMS e--learning Modules?learning Modules?
Should eShould e--learners finish their KMS modules?learners finish their KMS modules?
Questions such as this are being asked endlessly in magazines and journals targeting training & development and e-learning
The short answer is . . .Yes if “Push” . . . Maybe if “Pull”
The short answer is . . .The short answer is . . .Yes if “Yes if “PushPush” . . . Maybe if “” . . . Maybe if “PullPull””
. . . but first things first . . .Is there business rationale for KMS
and module completion?
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 21
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Planning the KMS ImplementationPlanning the KMS Implementation
Four stages for KMS implementation
�Stage 1 – KMS Business Case DevelopmentKMS Business Case Development
�Stage 2 – KMS KMS Processes and Infrastructure Processes and Infrastructure Development/DeploymentDevelopment/Deployment
�Stage 3 – Initial KMS Content Development and ImplementationInitial KMS Content Development and Implementation
�Stage 4 – Ongoing Ongoing KMS Operations and MaintenanceKMS Operations and Maintenance
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KMS Stage 1:KMS Stage 1:
Business Case DevelopmentBusiness Case DevelopmentA business case helps to prove that a KMS makes business business sensesense in terms of the investmentsinvestments required given the returns;returns;
• Determining both potential ROIROI and strategicstrategic fit
this will require
• Defining the enterprise needsneeds and financial stakesfinancial stakes (protectand improve)
• Planning and conducting benchmarkingbenchmarking efforts
• SizingSizing and costingcosting the KMS initial development and ongoingoperations for both infrastructure and content
• Establishing KMS goals, mission, and visiongoals, mission, and vision
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Business Case Content and FormatsBusiness Case Content and Formats
Business Case ContentsBusiness Case Contents•The business need
� to protect and improve: what and why
Focus on ROI as well as the “costs for doing nothing”Focus on ROI as well as the “costs for doing nothing”Focus on ROI as well as the “costs for doing nothing”
•The response- The KMS systems needed- How it would work- How it would be structured
•The financials- Investments needed- Returns forecasted
Business Case FormatsBusiness Case Formats•Use an existing business case as a template and edit it!
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 24
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Return on InvestmentReturn on Investment
Returns – Investment Costs
Investment CostsROI =
Why invest $100.00 if you’ll only get $90.00 in return?Why invest $100.00 if you’ll only get $90.00 in return?Why invest $100.00 if you’ll only get $90.00 in return?
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 25
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Potential “Returns” for KMSPotential “Returns” for KMSNote: hard data is hard to come by regarding ROI for KMSNote: hard data is hard to come by regarding ROI for KMS
But, if your KMS could increase revenues by 5 percent and reduce your operating costs by 5 percent, a $20 million businessoperating with a 20 percent profit margin would have returns equaling $1.8 million
And, a $200M enterprise’s return would be $18M; a $2B would return $180M; and a $20B would return $1.8B
5 percent of $20 million revenues = $1 million5 percent of $16 million expenses = $800,000.00
5 percent of $20 million revenues = $1 million5 percent of $20 million revenues = $1 million5 percent of $16 million expenses = $800,000.005 percent of $16 million expenses = $800,000.00
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Four Stages of KMS ImplementationFour Stages of KMS Implementation
KMS ReturnsKMS Returns
Returns can come from either or both� Reduced costsReduced costs
• Reduced performance cycle times• Reduced/eliminated errors and rework
� Increased revenuesIncreased revenues• From use of feed-up time and resources• From new products or product innovations
In short: better, faster, cheaper and newIn short: In short: better, faster, cheaperbetter, faster, cheaper andand newnew
What are the potential returns for a What are the potential returns for a performanceperformance--based KMS?based KMS?
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 27
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Four Stages of KMS ImplementationFour Stages of KMS Implementation
KMS Investment Costs?KMS Investment Costs?
•First costs• Infrastructure development• Knowledge Products development/acquisition (capture)
�Life-cycle costs• Infrastructure operations• Knowledge Products administration and maintenance
It is estimated that only 20 percent of the total costs of KMS is related to hardware and software. The rest are for
Capture – Administration – Maintenance
It is estimated that only 20 percent of the total costs of KMS iIt is estimated that only 20 percent of the total costs of KMS is s related to hardware and software. The rest are forrelated to hardware and software. The rest are for
Capture Capture –– Administration Administration –– Maintenance Maintenance
KMS investment costs must include both first costsfirst costs and lifelife--cycle costscycle costs
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 28
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Four Stages of KMS Implementation Four Stages of KMS Implementation
ROI ROI –– Do Your Math for Your “R”Do Your Math for Your “R”At any level, enterprise At any level, enterprise –– business unit business unit –– departmentaldepartmental
what’s a reasonable figure for your focus? 2% what’s a reasonable figure for your focus? 2% —— 5% 5% —— 10% 10% —— ??????
Revenue Impact?
$
Cost Impact?
$
Calculate a ___ percent potential increase in revenuesincrease in revenues if that “level” generates revenues (for profit centers)
Calculate a ___ percent potential decrease in costsdecrease in costs (for both profit and cost centers)
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Do the ROI MathDo the ROI Math
Potential Returns $:
$__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______
Total “R”: $___________
Potential ReturnsReturns $:$:
$__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______
Total “R”: Total “R”: $___________$___________
Potential Investment $:
$__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______
Total “I”: $____________
Potential InvestmentInvestment $:$:
$__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______
Total “I”: Total “I”: $____________$____________
(($________ $________ ReturnsReturns minus $_________$_________Investments)Investments) divided by $_________$_________InvestmentsInvestments
Returns – Investment Costs
Investment CostsROI =
Returns – Investment Costs
Investment CostsROI =
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KMS Stage 2:KMS Stage 2:
KMS Processes & Infrastructure KMS Processes & Infrastructure Development/DeploymentDevelopment/Deployment
� Knowledge Product analysis and design/development processesanalysis and design/development processes and deployment processesdeployment processes (for pushpush) and access processesaccess processes (for pullpull)
� Infrastructure – Environmental AssetsEnvironmental Assets• Data/information • Facilities/grounds• Equipment/tools• Materials/supplies• Budget• Organization/job design• Consequences
� Infrastructure – Human AssetsHuman Assets• Staff with the right knowledge/skills/attributes/values
Development and deployment of the following processes and the required environmental and human infrastructure:
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Four Stages of KMS Implementation Four Stages of KMS Implementation
KMS Roles and ResponsibilitiesKMS Roles and Responsibilities
�Customer-side roles• Governance board• Advisory groups• Communities of practice and/or performers• Coaches• Learners
�Supply-side roles• Analysts• Designers• Developers• Facilitators
The key teams for KMS include
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Governance and AdvisoryGovernance and Advisory
Governance BoardGovernance Board� “Owns” the KMS on behalf of the shareholders/owners� Is responsible for all KMS ROI and the support and achievement
for strategic initiative• Need to target “mission-critical” processes and audiences for investment in
KMS knowledge products’ capture-storage-dissemination
Advisory GroupsAdvisory Groups� Advise the governance board on where and how to
operationally target KMS investments for both financial and strategic returns
� Oversee the capture and maintenance efforts required• Identify master performers and subject matter experts to represent the
processes and audiences targeted
KMS – to protect and improve the enterpriseKMS KMS –– to protect and improveto protect and improve the enterprisethe enterprise
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Four Stages of KMS Implementation Four Stages of KMS Implementation
Communities of Communities of Process/PerformersProcess/Performers
Communities of “Process”Communities of “Process”� Are enterprise process (target process) focused� Provide a cross-functional orientation� Provide a content source for ISD efforts� e.g., strategic planning processes, supplier qualification processes, new product
development processes
Communities of “Performers”Communities of “Performers”� Are enterprise performers (target audience) focused� Provide a functional discipline orientation� Provide a content source for ISD efforts� e.g., ISD professionals, electrical engineers, programmers, counter sales staff
Note: Select one approach to addressing content capture—either processes or performers
Note: Select one approach to addressing content captureNote: Select one approach to addressing content capture——either processes or performerseither processes or performers
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CoachesCoaches•Help transfer knowledge (explicit and tacit) to the
learners/users as on-the-job coaches and mentors, as well as classroom instructors and facilitators
Four Stages of KMS Implementation Four Stages of KMS Implementation
Learners and CoachesLearners and Coaches
LearnersLearners�These are the users of KMS and can/should include
anyone/everyone—as either pushpush or pullpull target audiences
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Four Stages of KMS Implementation Four Stages of KMS Implementation
ISD RolesISD Roles
ISD AnalystsISD Analysts� Determine both the performance requirements and the enabling K/S
ISD DesignersISD Designers� Chunk and “tag” (e.g., S.C.O.R.M.) content objects for both push and
pull audiences
ISD DevelopersISD Developers� Develop content within “e” (electronic) or “t” (traditional) templates
for storage and assembly (for push) and retrieval (for pull)
ISD FacilitatorsISD Facilitators� Deploy content as instructors/coaches/facilitators
Using traditional and nontraditional ISD methods to capture and maintain Knowledge Products
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KMS Stage 3:KMS Stage 3:
Initial KMS Content Development Initial KMS Content Development and Implementationand Implementation
�The initial KMS content is captured (created), stored, deployed (for pushpush), or retrieved (for pullpull)
• This is costly; and, according to our model, only push-audience needs are addressed, but addressed (chunked and stored) in such a manner as to facilitate related pull-audience needs
− By definition, the needs of pull audiences never warrant By definition, the needs of pull audiences never warrant meeting thosemeeting thoseneeds; if we discover that there is a return on meeting thosneeds; if we discover that there is a return on meeting those e needs, thenneeds, thenthe pull becomes pushthe pull becomes push
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Four Stages of KMS ImplementationFour Stages of KMS Implementation
Using ISD/HPT for KMSUsing ISD/HPT for KMSISD and HPT methodologies can be used to capture/store/disseminate KMS content for performanceperformance--basedbased Knowledge Products
�Awareness/knowledge/skills via capture, storage and dissemination of
• Best practices• Lessons learned• Policies/procedures• Tools/techniques• Job aids/EPSS• Templates• Example documents• Etc.
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 38
EPPIC Inc.Achieve Peak Performance
Four Stages of KMS Implementation Four Stages of KMS Implementation
Traditional ISD via ADDIETraditional ISD via ADDIE
A traditional ADDIEADDIE-type methodology can be used (with some adaptations) as a “framework” to incrementally define and develop knowledge products
�Determine the • Terminal performanceTerminal performance
requirementsrequirements• EnablingEnabling knowledge and skillsknowledge and skills
�Design content structurestructureand presentationpresentation
A
D
D
I
E
Analysis
Design
Development
Implementation
Evaluation
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 39
EPPIC Inc.Achieve Peak Performance
Four Stages of KMS Implementation Four Stages of KMS Implementation
Nontraditional ISDNontraditional ISD
Nontraditional ISD methods also can be used to holistically holistically architectarchitect the entire KMS product line for broad or narrow target target audiencesaudiences
This will facilitate reuse design strategies This will facilitate reuse design strategies that traditional ADDIE models/methods that traditional ADDIE models/methods
don’t addressdon’t address
•Use nontraditional ISD methodologies such as - CADDI’s PACT Processes for T&D: Curriculum Architecture Design
and Modular Curriculum Development methodologies- Other adapted ISD methodologies that go beyond the traditional
ADDIE approach of one course/set of curricula at a time and haveproven content chunking strategies
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 40
EPPIC Inc.Achieve Peak Performance
KMS Stage 4:KMS Stage 4:
Ongoing Operations and Ongoing Operations and MaintenanceMaintenance
•KMS systems are administered and Knowledge Products are deployed to pushpush audiences and made accessible to pullpullaudiences
•KMS content is maintained as needed
•KMS infrastructure is maintained as needed
Note: Not all potential content should be shared over the enterprise KMS, as it might make it much easier to find its way to the competition or violate various laws/regulations and internal
policies
Note: Not all potential content should be shared over the Note: Not all potential content should be shared over the enterprise KMS, as it might make it much easier to find its way enterprise KMS, as it might make it much easier to find its way to to the competition or violate various laws/regulations and internalthe competition or violate various laws/regulations and internal
policiespolicies
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 41
EPPIC Inc.Achieve Peak Performance
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KMS WARNING !KMS WARNING !
• Uncontrolled first costs and life-cycle costs and questionable returns
− A lot of “nice-to-know”/“low-hanging fruit” content
− Redundant content and the expenses for redundant capture-storage-dissemination
− Obsolete knowledge products negatively affecting enterprise process performance that is too expensive to properly administrate/maintain
Do the math Do the math –– push content to key targets and make it accessible for push content to key targets and make it accessible for nonkeynonkey targets. targets. Don’t serve EVERYONE’S needs. Your enterprise can’t afford it!Don’t serve EVERYONE’S needs. Your enterprise can’t afford it!
If your KMS “capture-store-dissemination” systems and processes allow just any and all types of contentany and all types of content into your KMS, you might end up with
•Diminished and unpredictable ROI
Push-Pull Knowledge Management SystemsGuy W. Wallace, CPT - EPPIC Inc. ©2002 EPPIC, Inc. All Rights Reserved EPP 04 10/15/02 Page 42
EPPIC Inc.Achieve Peak Performance
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Objectives review
� Describe a performanceperformance--basedbased KMS
� Describe the pushpush--pullpull orientation to performance-based KMS to better ensure shareholder ROI
� Describe the use of performanceuse of performance--based ISD and HPT methodologiesbased ISD and HPT methodologies to populate a KMS
� Describe the organizational teamsorganizational teams and their roles to implement, operate, and maintain a performance-based KMS
� Describe the fourfour--stage implementation planstage implementation plan for KMS
Thank you for your time, attention, and feedbackThank you for your time, attention, and feedbackThank you for your time, attention, and feedback
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