Category Archives: Knowledge Management

What Goes Around . . .

It’s been nearly three years since I “retired” from Pratt & Whitney Rocketdyne. I’ve been through several iterations of “What do I want to be when I grow up” and I think my latest incarnation is actually working! I’ve given myself until the end of this year for it to prove out to be a viable trajectory, at least for a few more years while I still have to tend closely to my children. You can read my most recent self-assessment/self-promotion at LinkedIn.

Additionally, some of the seeds I planted a while back may be sprouting, which would be really satisfying and might steer me comfortably toward another line of work I can enjoy.

It seems understanding Social Media’s role, both inside and outside the corporate firewall, wasn’t a terribly interesting subject for most organizations and, despite my zeal, I couldn’t get the traction I needed to do what I thought made sense. Equally, at least here in Simi Valley, small businesses have had a very hard time – as a whole – seeing how social can be used to promote their business or organize their work a little more effectively. I need to say . . . there were lots of opportunity for being a charlatan and raking in some dough or for doing something I didn’t really enjoy just to make money. I’ve chosen not to follow those paths, so the challenge has been finding – again – who and what I want to be or, more accurately, continue becoming. Being frugal’s been kind of important as well. :D

It’s important to note there are lots of large organizations who recognize the value of social for reaching out to, and communicating with, their current and potential customers. There are fewer, in my estimation (disclosure: I have not researched the numbers. I have, however, been observing for a long time) that appreciate the value of social to build community inside the firewall, let alone in the space they share with their suppliers/vendors.

At any rate, I haven’t given up entirely and I was gratified to be contacted by someone who interviewed me on the subject nearly 2 years ago. He asked if the audio could be used in a couple other blogs and sent me a link to it. Frankly, I had completely forgottenI did the interview. Also, inasmuch as I am now doing some editing/proofreading professionally, I was a tad dismayed to read the copy that accompanied it, and I’ve asked for the opportunity to proofread these new publications prior to publication. I don’t believe I  had that opportunity with the first publication, which can be found here. Below is the Vimeo audio file with my interview. I don’t think I made a fool of myself. I’m hoping I actually make more sense today than I did back then. I’m gratified Dustin felt it was worthy of being repeated.

PS – I may no longer be a Chief BooMillennial Officer, but I do think I’m still an Emergineer and definitely a Serendipity Wrangler.


Out of the Mouths of Babes

Rick's visor

What Geordi La Forge’s visor would look like if it was designed by the British Royal Family.

My youngest daughter, Alyssa (9), says I need to write more blog posts if I expect people to visit and read. Why didn’t I think of that? I don’t know what it is, but sometime you just don’t have a great deal to say. Sure, I frequently post things to Twitter and even more to Facebook, but this is my blog. This is where I give vent to the things that are most important to me . . . or, is it?

I have to admit I’ve always had trouble writing about certain things, not the least of which is my becoming a first-time adoptive father at the age of 55 . . . and doing it again at 59. I want to write about the experience, but I also have long felt the need to protect my daughters’ privacy. It is, after all, their story to tell, and it’s far more about them than it is about me and my wife. I think there may be a happy medium, however, and I’m close to figuring out what it is.

So . . . here are a few goals of mine. I want to continue writing about some of the things that are of interest to me professionally, e.g. Knowledge Management, Social Media (especially as it affects business and civil society), Politics, and Religion/Philosophy. I also want to share some of my personal experiences, especially those I know are a bit out of the ordinary, e.g. International adoption late in life, retirement, becoming a man in the 1960s (including my political activism back then), and maybe some things for which the statute of limitations has thankfully run or for which the trail of evidence is too dry for me to worry about. :)

This is a process and involves (I think) my re-doing how this site is set up. I’ll be getting to that soon. Right now I’m busy looking for ways in which to supplement my retirement income. I’ll probably be writing a bit more about that as well. I have always been somewhat of a late bloomer. Now I’m just hoping I live long enough to see my latest “career move” come to fruition. I greatly appreciate those of you who take the time to visit and read. I think, perhaps, another goal of mine will be to see if I can’t elicit a few more comments. I wonder if writing about controversial subjects will accomplish that? We’ll see.

Here’s a thought. Anyone interested in the intricacies . . . and the legal and moral issues . . . of International adoption should read this. It’s one of the issues I plan on writing about as I loosen up on the subject. It was not something we thought about prior to our first adoption, but was definitely part of the thought process when we adopted our younger daughter. Now it just haunts me. One of my goals is to live long enough to see my girls to adulthood. Then I’ll be able to discuss it with them. The reality is we just don’t know for sure what happened before they came into our lives. I’d much rather it haunted me, and not them.


Continuous Improvement

Thumbs up

It’s All Good!

One of the things I noticed when I was working at PWR was the seeming inevitability that people who were most knowledgeable about some skills seemed considerably challenged when it came time to demonstrate the skill in their own work. What I’m referring to is analogous to the cobbler whose children are shoeless or the accountant who never balances her own checkbook.

I found this to be true of many of us who were the most active in what we still refer to as Knowledge Management (KM). We could help others – whether individuals or large product teams – to organize their approach to capturing and sharing knowledge, but we couldn’t keep our own calendars or contact lists up-to-date to save our lives. I was surely guilty of this; still am, though not nearly as profoundly as before.

I credit the concept of continuous improvement for my ability to refine my personal knowledge management and to slowly become more effective and efficient in performing the tasks and commitments I take on. I suppose, in that regard our lives are a bit like physics avoiding pyramids. The basic, foundational skills we learn early in life remain at the bottom of the edifice. However, as we gain experience and further skills, the foundation continues to broaden in order to provide maximum support for those new capabilities we keep piling on top of it.

In that spirit, I have just added another page to this site. On it, I’ve taken a screen grab from my LinkedIn profile in order to share some of the recommendations I’ve received over the past few years. They’re from colleagues and friends and, in that regard, they may be taken with a tiny grain of salt. I do believe they’re reasonably honest and accurate. I paid nothing for them :)

The page has been added to the Menu on this site, under “Background”, “Personal”. If you’d like to check it out now, the link is here.


The University of Twitterville

I joined Twitter on March 2, 2008; 1678 days ago. I know this because I asked the Internet when I joined. I kind of remembered, but wanted to be sure. I just typed into Google “When did I join Twitter?”. Actually, I didn’t have to finish my sentence. Google finished it for me. I was presented with the following link, http://www.whendidyoujointwitter.com/. I put in my user name and in less than a second I had my answer. A short while later I remembered HootSuite knows when I joined and shares that info quite easily as well. Oh well. It’s good to have choices, eh?

University of Twitterville

The University of Twitterville

At the time I joined I was working for a rather large aerospace company (Pratt & Whitney Rocketdyne, a division of United Technologies), where I had been a member of the Space Shuttle Main Engine team for nearly twenty years. My job at the time, which had changed considerably over the years, was to seek out new technologies for communication and collaboration and determine if we could use them internally to our advantage. I don’t recall when I tweeted for the first time and I just tried a whole bunch of applications which purport to reveal that initial tweet, but none of them can handle the number  I’ve made (18,036 at the moment). My recollection, however, is that it took me nearly six months until I was able to figure out a use case that made sense.

I was never interested in following celebrities and I wasn’t interested in small talk. I was looking for how Twitter could be used for a business to help its people get their work done efficiently and effectively. I think one of the first actual uses I encountered that impressed me was my discovery the team preparing one of the Shuttle Orbiters for its next launch were using it to share status updates in real-time. I had been part of teams that had “stand up” meetings every morning to update each other on the previous day’s activities. These were hugely wasteful exercises made necessary by the limited communication capability at the time. There were many days when only 20% or less of the team needed to be at the meeting, but there was no way to know that until it was over.

With Twitter, I imagined the NASA team being able to follow each other and share their status immediately. The value to this could be, in my estimation, enormous. For instance, if a team member was offsite picking up an item that another member of the team needed to continue working on a particular task, the knowledge that it would be available in four hours could allow them to start a task, knowing that the upstream portion of it was now complete or that a needed component for finishing that task was on its way. There are all kinds of scenarios where not having to wait until the following day saves time. There’s also something to be said merely for the value of one-to-many communication capabilities, which is one of the many value propositions of Twitter.

Unfortunately, I could never get anyone at Rocketdyne to experiment with Twitter as a communications tool, so I had to look for another use case; one that benefitted me but might have broader implications as well. So here’s what I, personally, got out of Twitter and why I think it is so valuable. One of the first people I started following was Tim O’Reilly (@timoreilly). He had written what I found to be the seminal paper on the transition in the Internet from a one-way, broadcast medium to a multi-path, participatory medium. It was entitled “What is Web 2.0“, and reading it had been one of the more enlightening reads of my career. If you haven’t read it, I recommend it highly.

It wasn’t long before I was following quite a few thought leaders. What made all this so incredibly valuable was not merely being able to read their pithy tweets, but also being able to read the papers, columns, and blog posts they provided links to. Thanks to link shortening services like tiny.url and bit.ly, a very long URL could be shortened to less than 25 characters, allowing the author of a tweet to not only share the link, but also to provide a little information on what the subject is. This made it easy to determine if something was going to be of interest to me.

Although I hold a professional degree (Juris Doctorate) and a Masters degree (in Knowledge Management), I am largely an autodidact; a self-learner. I never went to undergraduate school and got into Law School on the strength of my LSAT scores, which I am reasonably certain were high based on my being self-taught and, therefore, fairly well rounded and well educated. I barely made it out of high school, taking an extra semester to finish enough credits to be able to graduate. I’m a lousy student, but a powerful, self-actualized learner.

In my opinion, perhaps in large part because I’m already someone who learns on his own, I found the things I learned – the education I got, if you will – from Twitter was every bit as valuable and useful as what it took for me to get either of those advanced degrees. In some ways I’m pretty certain it was actually better. It was certainly more pleasurable because it was done entirely on my schedule and nothing I studied was superfluous. I can’t say that of any other educational experience I have had in my entire life.

My experience with Twitter, therefore, is analogous to having gone to University; one of my choosing, taught by people I admire and respect, and studied on a schedule completely of my choosing. Tests came in the form of real-life applications both on-the-job at Rocketdyne and in various interactions I had with professional and other organizations and people. I am very grateful to be a proud graduate of the University of Twitterville.

Has Twitter affected you in any appreciable, useful way and, if so, what was it?


A Slight Change of Course

Since my presentation to the American Oil Chemists’ Society at the end of April, I’ve been seeking out other engagements to talk about using social media for managing communities within an enterprise. All of my experience heretofore has been inside the firewall of a large (very large) aerospace corporation, and it was the essence of my presentation to the AOCS.

I haven’t been actually hustling engagements; rather I’ve just been suggesting I’m available and that I might have something worthwhile to say. Today, nearly four months later, I finally had the opportunity to present to an organization that could use social media to improve their ability to achieve their goals, which are manifold – but not commercial.

The organization I spoke with today is a local Rotary Club that has two major fund-raisers each year. Originally, I had spoken with my friend and former Manager who, since retiring, has joined this Club and had suggested I might present, about the one I gave to the AOCS. However, after having dinner with the President of the Club it became clear he wanted to at least partially address the difficulty he’d been having with getting the membership to “like” their Fan pages and join and engage with their group page.

So . . . I put this together somewhat hastily and concentrated primarily on the benefits social media provide for communicating and sharing knowledge, as well as addressing the issue of reluctance to participate. I finished with a little info on how its use is disruptive and pointed out how they could use Clayton Christensen‘s concept of Jobs-to-be-done (disruptive innovation is one of his as well) to address the direction they might take their new efforts in.

I also prepared the presentation exclusively using Google Docs; the first time I have ever done that. The only exception is that I imported a couple of slides from my AOCS preso, which I originally prepared using PowerPoint. I also heavily annotated the slides, which I do not normally do, and printed out a copy of them and the notes. However, I did not use them during the presentation. Once I got going I just winged it, which seems to fit my style perfectly. Having the notes kept me from being nervous, but turned out to be mostly superfluous. I only experienced one moment when I couldn’t think of the right word I wanted to make a point, but it came to me reasonably quickly.

So . . . here ’tis. I don’t know how intelligible it is without the notes. Especially considering I made these slides last close to 25 minutes, I believe. I guess having a long history and lots of stories comes in handy when you tend toward loquaciousness. :)

One more thing. I uploaded the .pdf to Slideshare in the early evening and shortly afterward received an email from them that my presentation was the most talked about one on Facebook (where I had shared it) and so they were featuring it on their home page. Frankly, I didn’t see any evidence of the discussion, but the preso had been viewed close to 180 times last I looked, so maybe I’m getting some traction there. Hope you enjoy it.


Intertwingled in Plain Sight

Intertwingled

All Things Are Ultimately Intertwingled

I’m going to continue on a theme from my 4th of July entry, where I kind of resurrected an old post of mine from Content Management Connection. This time, however, it’s not a post of mine but that of a friend, Greg Lloyd – President and co-founder of Traction Software, Inc.

There are two terms I remember from when I first read Greg’s post – originally published on July 5, 2010 – which have helped me understand what I expect from the application of knowledge management and social business (formerly Enterprise 2.0 © ) design concepts and tools. These two terms also help me describe several of the most important attributes and indications of a well functioning, successful organization or group. They are “intertwingled” and “observable work”.

As a knowledge management professional (hemidemisemiretired) my long-standing and overarching goal has been to help people (and their organizations) improve on their ability to make sense of the huge amount of data that flows from their work. Doing so requires consideration of both macro-environmental factors and micro-environmental factors. For me, intertwingle describes the macro environment and observable work is what helps the micro environment to thrive. Let me very briefly explain why I believe this. Then I’ll send you off to Greg’s wonderful post where he explains it far better than I am capable of doing.

I frequently use the term “systems thinking” to describe what I see as an ongoing process of understanding that recognizes the interconnection, as well as the interdependency, of . . . well . . . everything. Useful systems thinking also requires the ability to see boundary conditions in pursuit of knowledge, but keeps the systemic nature of all things in mind when considering how they work. The word ‘intertwingle” seems to succinctly embody what I just spent a paragraph attempting to explain; probably not very well. :(

“Observable work”, on the other hand, evokes a vision of people communicating with each other and the data and information essential to the smooth functioning of the work they do. It promises not necessarily the disappearance of silos, but does suggest making those silos – and the varying and very real relationships they have with each other – more transparent and discernible.

There’s much, much more that flows from these two concepts but, since I have no intention of rewriting that which has already been published, I urge you to read Greg’s post. If you have the time and the inclination, you may want to follow some of the numerous links he provides that serve to further define and illustrate these two concepts. Think of it as a quest to find the social business/knowledge management version of the Higgs Boson particle or, at least, the Gluon.  Here’s the link.


Knowledge Management Ain’t Actually Going Anywhere

I completely forgot I had posted this over a year and a half ago. I never actually posted it here, but did post about it and provided a link to it at Content Management Connection. Despite the passage of time since I did post it, I don’t really think much has changed, but I’ll let you be the judge of that.

PS – Click here to see an up-to-date graph and some regional data as well from Google Trends.


Google Trends Graph

Knowledge Management vs. Social Media Searches via Google

As a result of two tweets I just read; one from @SameerPatel and the other from @ralphmercer, I wanted to get a thought down before it recedes forever into the darkest corners of my brain, where I know I will feel the remnants of its presence, but will also never be able to fully recall it.

Based on something Sameer said I went to Google Trends and searched on the terms “Knowledge Management” and “Social Media”. In the past almost two years, with the exception of a large drop at the end of 2009, and a slight dip at what looks like the end of June in 2010, Social Media searches have been steadily increasing. During that same time period, searches for Knowledge Management – which are now less than a fifth of the searches for Social Media have remained arguably steady, with perhaps a bit of a continuous waning.

I suppose some would suggest this portends the eventual death of KM, but I really don’t think that true . . . or even possible. KM has always been based on the belief that we humans are unique in our ability to pass knowledge on to others, as well as to collectively create new knowledge and retain it for future use.

As I had suggested to Ralph, and what he was kind enough to point out in his tweet, is the reality that it’s “very expensive to reacquire knowledge”. This isn’t something anybody wants to do, anymore than they want to produce re-work or scrap. Yet people seem to be mulling over the viability of KM for the future.

I think the reality is two-fold. First, the need for sharing and re-using knowledge or information continues as strong as it’s ever been. What it’s called is of little consequence and, if KM has gotten a bad rep, then let’s move on and call it something else.

Second, I believe a lot of what we mean when we refer to social media is actually the next iteration of KM, insofar as it enhances collaboration, sharing, finding out what others are doing, etc., as well as captures and makes available collective knowledge and wisdom.

So, what do you think? Has KM run its course, or is it just taking on a new “identity” in the form of social media and (something I don’t think I mentioned above) Enterprise 2.0?


Getting to Observable Work

Observable Work

We Can Work Smarter & More Effectively When We Can See What Our Colleagues Are Doing.

One of the concepts I think best conveys what many are trying to do with social media inside organizations, mostly large ones, is that of “working out loud” or “observable work”. The idea is that one’s efforts and day-to-day activities are conducted in such a way as anyone who wants to can find and see visible artifacts of that work.

There are numerous benefits to doing this. One way in which it is highly beneficial is it obviates the need for regular activity reporting. Where I used to work, a great deal of time was spent at the end of each month as employees gathered information and wrote up their reports on the activity they could recall or that they had been organized enough to make notes about.

Once they had done so, these reports went from the workers to first-level managers, who read, edited, consolidated, and passed the information up. This continued through the organizational hierarchy until it finally reached the President, where it had been re-written, re-organized, and (sometimes) thoroughly filtered to ensure bad news wasn’t included or was glossed over or minimized. Not the best way to do business, IMO. It was very stressful and quite time consuming.

A good friend and long-time blogger in the field of knowledge management and social media – Luis Suarez of IBM – recently summarized the most important issues he got from last month’s Enterprise 2.0 Conference in Boston. Especially useful to enabling observable work, I think, is Alan Lepofsky‘s concept of social task management, which Luis discusses in an excellent post on CMS Wire. There’s lots of good info Luis offers there as well as some links to other stuff, including one to an excellent Slideshare presentation on Social Fatigue. Check it out yourself:

http://www.cmswire.com/cms/social-business/social-task-management-when-social-business-got-down-to-work-016309.php


Ooh! Ooh! Look At Me!

Too Old to Work?

Too Old to be Useful?

I’m fully aware my experience is entirely anecdotal. After all, it has happened – as far as I can tell – only to me. Furthermore, I really have no way of knowing why things occurred the way they did because I haven’t been made privy to the processes and decisions that went into the “invisible” side of my experience. Therefore, you may write these words off as the irascible grousing of a bitter old man, if you like.

Nevertheless, inasmuch as I have applied for a shitload full of jobs in the recent past, all of them online and most of them through LinkedIn, let me offer a little of my experience in doing so. When it comes to hiring, regardless of whatever else they may or may not do right, and regardless of the good intentions of no doubt good hearted people, HR departments suck at treating applicants as human beings.

Of all the positions I applied for, I would say no more than 20 – 25% of them acknowledged my existence in any way after I had completed my application. Of those, the majority were simple web pages that I was fed after completing their application. In total, I received no more than four email acknowledgements of my effort.

Unfortunately, my application was the last of our “engagement” and this was even true of organizations whose primary business was “Social” business. Even people I knew personally managed to avoid interviews or much, if any, communication. I don’t think it was because I have body odor, either.

One company, to which I applied for a community management position, sent me a four-page document containing around a dozen scenarios and problems they wanted me to respond to with my analysis of the situation and how I would handle it. I took the opportunity (and at least four hours) to respond to the challenge and provide what I hoped were good answers.

Despite my relatively rapid response, it wasn’t until I publicly wondered (on Twitter) why I was being ignored that I received an email (or was it a tweet?) informing me the job had been filled. Another company was kind enough just yesterday to let me know of another position that has been filled . . . months after I offered my application. I wonder why they never thought to interview me?

Here’s what I think may be happening. Despite all the rah rah talk about respect for the knowledge and experience of older workers, nobody really wants to hire someone my age. It’s pretty easy to figure out approximately how old I am simply by looking at my LinkedIn profile. If nothing else, you’ll be able to figure out I’m a Baby Boomer and, actually, with very little search proficiency, I believe one could ascertain my exact age with reasonable certainty. I have no intention of hiding it either.

I must point out, as well, I’m fully aware I have made a large portion of my life an open book by my participation in social media and through my blogging efforts. However, I also have a long track record of loyal and valuable leadership and service to an organization that played a significant role in the United States’ space program. I have also, for many years,  shared a great deal of the knowledge and experience I have gained from those efforts. There is a digital trail of my work as well.

I guess my best bet is to continue seeking clients who can use my assistance for short periods of time or for limited responsibilities. Let me say this to hiring managers, though. You really ought to figure out processes for treating your applicants with a bit more respect. I know they’re supplicants as well as applicants, but do you have to treat them like shit by essentially ignoring them throughout what is not a comfortable process to begin with? Just a thought. After all, the word “Human” is part of your process and job description, no?


More of That Lifelong Learning!

The Queen Mary from my hotel window

The Queen Mary Outside My Hotel

I just finished my presentation, the last in a group of three on the subject of social media for the American Oil Chemists’ Society’s meeting in Long Beach, CA. This was a huge event, with about 1500 people and lots of organizations in attendance.

The room was set up for nearly 300 people, but no more than 30 – 40 were in attendance at any one time. I have since learned (and am not in any way surprised to find) that the scientists in the organization are somewhat reticent to adopt social media. Actually, I’m very familiar with the problem and even discussed it in my presentation.

One thing I think I’ve gotten out of this, as a result of going through the process of creating my schpiel and also from my conversations with my co-presenters, who both have businesses they’ve been running for about as long as I was at Rocketdyne, is a clearer understanding of what I may have to offer and can build a viable business around.

Both of them told me nobody’s providing much in the way of education and services designed for the use of social media inside an organization. Both of their presentations were about the value of social media, but they were focused almost entirely on how to use it to either market your organization or to connect with like-minded people in order to build your connections or your personal brand.

After I finished, we sat down for a panel discussion. Frankly, I wasn’t feeling all that good about my efforts, but I do seem to be my own worst critic. However, one of the members of the Society, who has been attending meetings since 1976, got up and said he thought ours was the best session he had ever attended. That felt pretty darn good to hear!

One more bright spot. I was asked to write an article on my subject for their industry publication and expect to hear more about it in the next several days. We’ll see how that goes. I’m glad I put this presentation together and now I’m going to refine it and see if I can find other places who would like me to give it. I’m told there’s a market out there. Now I have to find it.


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