Making sense of our world

I define Personal Knowledge Management (PKM) as a set of processes, individually constructed, to help each of us make sense of our world, work more effectively and contribute to society. It’s sense making + getting things done.

George Siemens has made this rather succinct statement about knowledge:

When I externalize something, it’s information.
When someone connects it in some manner, it becomes knowledge.
Knowledge is essentially relatedness/connectedness.

PKM is about making connections, with ideas and with people.

As I keep developing my own processes and work with clients to promote a networked learning culture I look for clearer ways of describing what this PKM stuff is all about.

The image below is an attempt to state the Seek-Sense-Share framework as simply as possible.

To be effective networked learners, we need to seek information; pulling, instead of having it pushed to us by others. We can use human (e.g. Twitter) and mechanical (e.g. Google) filters to help us do this.

We connect to this information by making sense of it in a variety ways, such as validating it with our own experiences and observations (e.g. blogging). We have to  be more than just information filters. Our experiences inform us and our environment gives us feedback. Making sense of the present prepares us for the future.

Sharing information about what we have learned by narrating our work (e.g. activity streams) and making it transparent (e.g. Intranets & Web) can create serendipitous network effects through social learning. As Hugh Macleod says, “The network is more powerful than the node”.

Becoming personal knowledge managers

Nick Milton highlights an overview of knowledge management (KM) from Susan Camarena, CKO at the Federal Transit Authority, which includes:

How do we implement KM?

We already are doing it!

Everyone has their own KM program! Like:

  • Saving numbers of the “right” person to call on an old, wrinkled and well used piece of paper.
  • Reusing a memo that was approved as your template for the next memo to ensure it gets through.”
  • Getting a movie recommendation – you trust their opinion and ensure you don’t waste your time!

However, an ad-hoc approach is not efficient

You don’t learn from what I (and others) know!!!

This is the root of personal knowledge management (PKM). With digital information overload, an ad hoc method is definitely not efficient but neither is a standardized method for everyone in the organization. I’ve described my own framework as well as those of others. Setting filters is a good first step, as Five Forms of Filtering by Tim Kastelle explains.

Some of us are naive in our filtering, just going with what we think is best. Others rely on experts but that is more and more inadequate in our increasingly complex world of expertise. We need to develop networks of expertise and regularly check them for diversity and signal vs noise. Relying on a single set of algorithms can be dangerous so we need to establish heuristics that foster more critical thinking. The way we become better knowledge managers ourselves is through practice because information is not enough, we need to learn from experience. PKM is a process to capture  some of those experiences and learn through more structured sense-making and sharing.

The only knowledge that can be managed is our own.

Resetting learning and work

A large portion of the workforce face significant barriers to being autonomous learners on the job. From early on we are told to look to authority and direction in learning and work. The idea that there is a right answer, or an expert with the right answer, begins in our schools. John Taylor Gatto describes this in the seven-lesson schoolteacher.

The fifth lesson I teach is intellectual dependency. Good people wait for a teacher to tell them what to do. It is the most important lesson, that we must wait for other people, better trained than ourselves, to make the meanings of our lives. The expert makes all the important choices; only I, the teacher, can determine what you must study, or rather, only the people who pay me can make those decisions which I then enforce. If I’m told that evolution is a fact instead of a theory, I transmit that as ordered, punishing deviants who resist what I have been told to tell them to think. This power to control what children will think lets me separate successful students from failures very easily.

Good employees wait for their supervisor to tell them what to do. In much of the industrial/service/information workplace you’re not paid to think, but to do the bidding of someone else. I know this is changing in many places, but a job is still a JOB.

Today, more of our learning is on the job so that formal training is an increasingly smaller percentage of what we need to get things done. Our informal learning needs will continue to grow, as Robert Kelley showed over a 20-year CMU study of knowledge workers. He asked:

“What percentage of the knowledge you need to do your job is stored in your own mind?”

1986 ~ 75%.
1997 ~ 20%
2006 ~ 10%

Workers need to take control of their learning, just at a time when the great majority (especially baby boomers) have been educated by the system that Gatto describes above and have endured countless hours of training measured by hours in a classroom. The crows have been culled from many flocks of turkeys.

Here’s a quote from Peter Drucker’s 2005 article Managing Oneself, in HBR (Slideshare Synopsis of Managing Oneself):

The challenges of managing oneself may seem obvious, if not elementary. And the answers may seem self-evident to the point of appearing naïve. But managing oneself requires new and unprecedented things from the individual, and especially from the knowledge worker. In effect, managing oneself demands that each knowledge worker think and behave like a chief executive officer. Further, the shift from manual workers who do as they are told to knowledge workers who have to manage themselves profoundly challenges social structure. Every existing society, even the most individualistic one, takes two things for granted, if only subconsciously: that organizations outlive workers, and that most people stay put.

Tom Peters called this change in mindset, Brand You and predicted over a decade ago that “90+ percent of White Collar Jobs will be totally reinvented/reconceived in the next decade”. Has yours? I don’t think we’re there yet.

For years, I put forth practical methods, like Personal Knowledge Management (PKM) and Skills 2.0 as one part of the equation. The other part is changing organizational structures.

Dan Pink says we’re moving from the Information Age to the Conceptual Age. Like artists, we need to see and learn for ourselves. The great challenge for knowledge workers is to become knowledge managers – managers of their own knowledge. It’s accepting life in perpetual Beta.

However, we don’t have to do this alone. We can become independent while embracing our interdependence. We just need to get over our dependence on others who “provide a job” or “give us an education”. It’s not theirs to give. It’s ours to co-create.

I’ve learned a lot working for myself these past eight years. I’ve had to figure many things out on my own. Freelancing started the day after I was laid-off. PKM was my way of dealing with the fact of no professional development budget. But I learned with the help of others, most recently my colleagues at the Internet Time Alliance.  

Taking control of our learning and our work isn’t really a revolution. It’s more like a reset to the proper default position for the conceptual age.

PKM Updated

Here are four main processes that can be used in developing critical thinking skills using web tools (click image to enlarge).

Using a Seek-Sense-Share framework (à la personal knowledge management), pick one or more web platforms on which to practise critical thinking.

PKM Critical Thinking Process Web Tools & Strategies
1) SEEK Observe & Study Use an aggregator (feed reader) to keep track of online conversations Follow interesting people on Twitter  

Use Social Bookmarks (set them free)

Find a Twitter App to suit your needs

Create online (reusable) mind maps,  graphics and text files of your thoughts

With more information in online databases, use Search, instead of file folders.

Set up automated searches

Review your bookmarks, Twitter favourites, etc

2) SENSE Challenge & Evaluate  

Form Tentative Opinions

Tweet your thoughts, not just those of others  

Write a reasoned response to an article/post that inspires/provokes you

Write an original Blog post

Present your images/mindmaps with explanations

Write book/video reviews

Aggregate your learning from various sources and post a regular “what I learned” article – text, podcast, video, image

3) SHARE Participate Connect via Twitter 

Share social bookmarks through groups & networks

Join Social Networks

Join in Tweet Chats

Comment on or about other blogs

Continue and extend conversations from news sources, other tweets or blog posts

In my opinion, the core of PKM is 2) sensing, though 1) active observation is necessary to feed sense-making processes and 3) sharing with others creates better feedback loops. The diversity of both what one seeks and who one shares with have a significant impact on the quality of sense-making processes.

Update:

At the suggestion of a reader of Wally Bock’s Three Star Leadership blog, here are some personal knowledge management (PKM) references:

Networked Learning: Working Smarter – longer article as an overview of PKM.

All posts on this site tagged PKM.

Latest list of PKM – Networked Learning Resources (2011)

 

iSchool Networked Learning PKM Resources

This is a follow-up from the Networked Learning (PKM) workshop I conducted for the iSchool Institute yesterday. Here are some of the resources I suggested prior to the course:

Network Learning: Working Smarter, an article I wrote for the Special Libraries Association last year.

Sense-making (shows types of sense-making activities)

Talking about PKM (from the professional KM community)

PKM in a Nutshell (includes many links for further exploration)

Critical thinking in the organization (looking at how PKM fits into the workplace)

PKM categorized posts on this blog & my social bookmarks tagged PKM.

All the slides are now posted on my Slideshare account and can be downloaded. It was interesting that few people had heard about The Cluetrain Manifesto (1999) when I mentioned that Hyperlinks Subvert Hierarchy (#7).

I opened with a recent short video by Teemu Arina entitled Global, Local, Personal (2011)

We discussed Twitter for professional development and I suggested two weekly chats that might be of interest: #lrnchat & #KMers

Jane Hart hosts two communities, Social Learning (on Yammer) as well as Share and Learn (using the open source WPMU platform). More information and how to join these communities at C4LPT.

In the Share & Learn community, Jane is also hosting a thirty days to use social media to work and learn smarter program starting this Monday, 30 May. Join now.

I also showed a TED Talk by Eli Pariser called Beware of Online Filter Bubbles. This was a great introduction to information/source filters and I based part of the discussion on Tim Kastelle’s excellent post on Five Forms of Filtering.

I talked about my blog as home base for PKM and showed several other PKM processes.

One of the participants even set up a Yammer community on the spot and created a Twitter account. The Twitterers in the crowd included: @brentmack – @marcopolis – @elearningguy – @ruralibrarian

Discussions on what tools people use continued through our lunch and breaks. Evernote, a cross-platform tool to “remember everything” is quite popular.

As Marco Campana commented “If any of these tools don’t make your life easier, don’t use them.” – @hjarche Yup. #netlearn

If I’ve missed something or anybody has more questions or needs help, please contact me here, on Twitter, via email, Skype or send the Pony Express to Sackville (New Brunswick, not Nova Scotia).

Network Learning PKM Workshop Notes

The Network Learning workshop will be held in Toronto on 27 May 2011. It is focused on mastering social media for networked learning, and is based on my work with PKM (personal knowledge management) since 2005.

I use Seek-Sense-Share as an initial framework to explain how to set up a personalized PKM  process:

1. Finding things out on the Web (SEEK)

2. Keeping up to date with new Web content (SEEK)

3. Building a trusted network of colleagues (SEEK & SHARE)

4. Communicating with your colleagues (SHARE)

5. Sharing resources, ideas and experiences with your colleagues (SHARE)

6. Collaborating with your colleagues (SHARE & USE)

7. Improving your personal productivity (SENSE & USE)

To begin, I would recommend reading Network Learning: Working Smarter, an article I wrote for the Special Libraries Association last year.

Here are some more detailed posts for anyone keen to get started early:

Sense-making (shows types of sense-making activities)

Talking about PKM (from the professional KM community)

PKM in a Nutshell (includes many links for further exploration)

Critical thinking in the organization (looking at how PKM fits into the workplace)

For those who want to dig even deeper, they can explore the PKM categorized posts here or my social bookmarks tagged PKM.

The workshop itself will be as participatory as possible, with an emphasis on skill development and enabling everyone to develop a roadmap of what they want to do next. It will also be an introduction to several communities of practice for further learning.

For workshop participants, feel free to ask any questions in the comment field or send me an email.

 

Finding the time for networked learning

A survey of small and medium sized businesses (SMB) showed workers spend about half their day on unproductive tasks:

Knowledge Workers are among the largest staff component in a typical SMB

SMB Knowledge Workers spend an estimated 36 percent of their time trying to

Contact customers, partners or colleagues

Find information

Schedule a meeting

Approximately 14 percent of SMB Knowledge Workers’ time is spent:

Duplicating information (e.g. forwarding e-mails or phone calls to confirm if fax/e-mail/text message was received

Managing unwanted communications (e.g. spam e-mails or unsolicited time-wasting phone calls)

Note: I registered for access to the complete report but it does not go into survey methodology or indicate the sample size, so I would not consider this scientific, but it’s an interesting data point.

These activities are important but obviously they take too much time. Finding the right information faster can be addressed individually through frameworks like networked learning (personal knowledge mastery). Finding information, plus the remaining four activities can be made more effective and efficient through social networks. For example, the largest stated benefit of organizations using social media is increasing speed of access to knowledge (McKinsey 2010). Simple tools like Doodle can make scheduling a breeze. Social networks like Twitter or LinkedIn let you find the right people faster.

The ROI for social media in business is pretty obvious: reducing wasted time.

In addition, there is a huge performance benefit. Not only is there less wasted time but that time can go into learning.

Since +90% of our learning is not supported by formal instruction, the opportunities for using social media at work are evident — more time for personal learning as well as a medium for networked learning.

 

Network Learning Workshop Toronto May 2011

I’m running a one-day workshop with University of Toronto’s iSchool Institute on 27 May 2011. If you know of anyone in the Toronto area who might be interested in attending, please pass on the information. In the past several months many people have approached me asking for tips and techniques on managing digital overload. This is the course for them.

Follow the link for registration details:

Network Learning: Working Smarter

Are you tired of dealing with information overload in your work? Perhaps you’re looking at it from the wrong perspective. Clay Shirky, professor and author, says, “It’s Not Information Overload. It’s Filter Failure.”

This course gives you the processes and tools to create your own information filters.

“In the period ahead of us, more important than advances in computer design will be the advances we can make in our understanding of human information processing – of thinking, problem solving, and decision making…” Herbert Simon, Economics Nobel-prize winner (1968)

Network Learning (also called Personal Knowledge Management or personal learning networks) is an individual, disciplined process by which we make sense of information, observations and ideas. In the past it may have been keeping a journal, writing letters or having conversations. These are still valid, but with digital media we can add context by categorizing, commenting or even remixing it. We can also store digital media for easy retrieval.

The Web has given us more ways to connect with others in our learning but many people only see the information overload aspect of our digital society. Engaging others can actually make it easier to learn and not become overwhelmed. Effective networked learning is the difference between surfing the waves or being drowned by them. It also helps us to work smarter.

Learning in public

In a succinct post on the nature of knowledge management in a knowledge-intensive field, Jasmin Fodil looks at how rocket scientists learn. She shows how workers at the NASA Goddard Space Fight Center reapply their knowledge:

Goddard is doing a pretty good job of knowledge sharing:

The Knowledge Management life-cycle at Goddard seems solid to me; the focus is on the individual’s learning processes, structures, and needs, rather than content management systems, which is already leaps and bounds ahead of the curve, and there are many practices and resources to facilitate the process. Because of that, the system is unique in that is dovetails nicely with a socialized knowledge management system. People are already used to residing within a learning organization, and social software will enhance the on-the-ground process that are already so robust.

Notice that, “How Can I Learn It?” does not include sharing through information flows, such as blogs, wikis or micro-blogs (social media). As Fodil asks at the end of her article, I also wonder how much more effective the organization would be if most learning was in public, or was a “socialized knowledge management system”. Of course, Goddard may already be doing this. If not, there can be a lot of knowledge loss between discrete events such as the development of case studies or the collection of lessons learned. Workshops and case-based events may not be frequent enough. All of these are knowledge “stock” and I think there is much potential, in most organizations, to improve knowledge flow to connect these events.

PKM is my suggested framework to enhance knowledge flows in the organization by first focusing on the needs and desires of the individual and then making each person’s flow public (Seek-Sense-Share). Network learning requires sense-making in public. But, as Fodil concludes:

Sometimes learning in public is a difficult process, but the feedback, support, and resultant improvements are worth it.

Transparency is the first, and perhaps largest, hurdle in creating new management frameworks for a networked world. Learning in public makes our work transparent and can help us develop critical next practices in our increasingly complex workplaces. We all have to start thinking and working like rocket scientists.

Network Learning: Working Smarter with PKM

“In the period ahead of us, more important than advances in computer design will be the advances we can make in our understanding of human information processing – of thinking, problem solving, and decision making …” – Herbert Simon, Economics Nobel-prize winner (1968)

The World Wide Web is changing how many of us do our work as we become more connected to information and each other. In California, Ray Prock, Jr. (2010) uses a Web-based note system to store messages, manage his financial risk and stay on top of the multiple factors necessary to run a successful dairy farm. He is constantly learning as he works and has found a method to keep up, thanks to the Internet.

For many, however, keeping up isn’t easy. The amount of information flowing through the Internet today is measured in exabytes, or billions of gigabytes. We now create as much data in days as it took us centuries to create in the past.

This information overload has a direct impact on workplace learning. Workers have access to more information than ever before, but often don’t know if it’s the right information or if it’s current. In the industrial workplace, our training programs could prepare us for years of work, but much of what we learn today will be outdated in months or even weeks.

We need to re-think workplace learning for a networked society. Our organizational structures are becoming more decentralized, with individual access to almost unlimited information, distributed work teams, and digital media that can be copied and manipulated infinitely. In the interconnected workplace, who we know and how we find information are becoming more important than what we know.

As the Internet Time Alliance’s Jay Cross says, formal learning can be somewhat effective when things don’t change much and are predictable, but today’s world is the opposite in every way imaginable. Things are changing amazingly fast, and there’s so much to learn. Today’s work is all about dealing with novel situations (Cross 2010a).

Jane Hart, another colleague at the Internet Time Alliance, has examined social media and learning in the context of the workplace and has noted that much of it is informal (Hart 2010). Formal, structured learning plays only a small role in getting things done in the networked workplace. Research shows that about 80 percent of workplace learning is informal (Cross 2010b) and that less than 10 percent of what knowledge workers need to know for their jobs is in their heads (Kelley 1999).

Informal learning is nothing new, but it is of growing importance in the modern, digitally connected workplace. Making sense of information, both personally and in networks, is becoming a key part of work. Teams and organizations that can share information faster and make better sense of it are more productive. Social learning is about getting things done in networks. More attention must be paid to how we can support and encourage informal learning in the workplace. A “workscape” focus is  broader than the traditional training and development approach.

Personal Knowledge Mastery

Personal knowledge mastery (PKM) is an individual, disciplined process by which we make sense of information, observations and ideas. In the past, self-directed learning may have involved keeping a journal, writing letters or having conversations. These are still valid, but with digital media we can add context by categorizing, commenting on, or even remixing information. We can also store information for easy retrieval as we need it.

PKM, at the individual level, includes:

Personal directed learning – how individuals can use social media for their own (self-directed) personal or professional learning; and

Accidental and serendipitous learning – how individuals, by using social media, can learn without consciously realizing it (e.g., incidental or random learning).

At its core, PKM is a way to deal with an ever-increasing amount of digital information. It requires an open attitude toward learning and finding new things. Each worker needs to develop individualized processes of filing, classifying and annotating information for later retrieval.

Standard document management methods have been shown to fail over the years, as most workers do not personally adopt them. Developing good network learning skills, on the other hand, can aid in observing, thinking and using information and knowledge. Learning in networks also prepares the mind to be open to new ideas and can result in “enhanced serendipity.” As Louis Pasteur said, chance favors the prepared mind.

One way to look at network learning is as a continuous process of seeking, sensing and sharing.

Seeking is finding things out and keeping up to date. Building a network of colleagues is helpful in this regard—it not only allows us to “pull” information, but also have it “pushed” to us by trusted sources.

Sensing is how we personalize information and use it. Sensing includes reflection and putting into practice what we have learned. Often it requires experimentation, as we learn best by doing.

Sharing includes exchanging resources, ideas and experiences with our networks and collaborating with our colleagues.

Seeking: Using Filters

In seeking, we need to develop effective filters so we are not overwhelmed by too much information. A high signal-to-noise ratio is desirable.

We can use human filters, such as asking a close colleague for a good source of information on a subject. This often happens in open work environments, where someone asks the group, “Hey, does anybody know how to … ?” This is a naïve filter, in that the recommendations provided are not necessarily reliable. The closest people are not always the best sources of knowledge.

Another option is to find a known expert in a field and ask him or her for advice. It’s a better approach, but dependent on the expert.

The best option is to connect with a network of expertise and corroborate advice from a variety of experts. Twitter is an example of a platform that enables this. We can follow many people in a discipline and fine-tune the network by adding or subtracting from it until we have an optimal signal-to-noise ratio.

There are also tools that use mechanical filters, such as search engines or analytical engines that show trending topics. Using both human and mechanical filters can ensure a good flow of information without being overwhelmed. Keyword alerts can be set up with a variety of online systems, or regular searches can be conducted on social media platforms. With practice, we can find what we need when we need it (and sometimes before we need it).

Sensing: Validating, Synthesizing, Presenting, and Customizing

We make sense of data by using our existing knowledge to create more information. This is what writers do—they take various data and write a coherent narrative that becomes information for someone else. While this is an efficient way of transmitting information from one to many, it does not transfer knowledge, as a recipe book does not a chef make. Each person makes sense and builds expertise on his or her own terms.

As mentioned, filtering information is an easy way to start to make sense of digital information flows. Social bookmarking services, such as Delicious, enable us to categorize and annotate Web pages. Social bookmarks are searchable and can be shared within a group or made public. They are a good initial step toward moving information to the cloud. Making information public helps to validate it, as we can check references, analyze logic and compare sources.

Another level of value can be added by synthesizing information. This synthesized information can then be presented in various digital formats to facilitate understanding. For example, a good graphic may make more sense than several pages of text. A slide show with voice-over can help convey complex ideas. Information presentations can be further customized for specific contexts, such as an analysis of global trends and how they may affect a specific business.

These are examples of taking information and adding value to it for the individual, the group, the organization and the network. By treating information as grist for our cognitive mills, we can build knowledge bases that will help us get work done. Thus, a blog can become a place for small, coherent thoughts that, when aggregated, become a discussion document or a policy paper.

Without the ongoing process of sense making, we can fall into the trap of grabbing the easiest information that is available at the time.

Some Web tools for sense making include:

Note taking (e.g., EverNote)
Social bookmarks (e.g., Delicious)
Micro-sharing (e.g., Twitter)
Blogs (e.g., WordPress)
Presentations (e.g., Slideshare)
Videos (e.g., Vimeo)

Not everyone will use all of these tools, and there are many others, but it is important to develop methods of sense making that work on a day-to-day basis.

Sharing: Joining a Community

PKM practices are part of a social learning contract for better organizational learning. Sharing is an essential part of network learning. Without it, we become islands of knowledge that cannot take collective action.

The use of online media enables sharing and can result in exponential network effects. Because knowledge has no known limits, the potential return on investment in knowledge co-creation can be many orders of magnitude greater than traditional process improvement methods.

The most wonderful aspect of Web-based social media is that they are designed for sharing. We can start our sense-making journey in a completely selfish way, but by using Web tools we can easily share whenever we wish. This is network learning. For example, blogs can start as private journals, but after a while we may want to share our posts. As the blog is already online, it can be made public, and all of the information it contains is available for distribution. No extra programming is necessary.

By sharing information and engaging in online conversations, we become part of a community. We will discover that we are truly in a community of practice when it changes our practice.

By seeking, sensing and sharing on an individual basis, we create the building blocks for a dynamic community of knowledge workers, continuously pushing at the edges of our disciplines. Network learning lays the foundation for the ongoing process of idea management, a necessity in complex work environments that require continuous adaptation. This sharing and using of ideas is at the core of business innovation.

REFERENCES

Cross, Jay. 2010a. How to Support Informal Learning Informal Learning Blog.

Cross, Jay. 2010b. Where Did the 80% Come From? Informal Learning Blog

Hart, Jane. 2010. The State of Learning in the Workplace Today. Centre for Learning & Performance Technologies.

Kelley, Robert E. 1999. How to be a Star at Work. New York: Crown Publishing Group.

Prock, Ray, Jr. 2010. Ray-Lin Dairy: A Progressive California Dairy Farm Blog.

Note:

This article was published, with minor changes, as PKM: Working and Learning Smarter, in Information Outlook, The Magazine of the Special Libraries Association, Sept 2010.