The Power of Pull and PKM

The Power of Pull by John Hagel, John Seely Brown & Lang Davison looks at how digital networks and the need for long-term relationships that support the flow of tacit knowledge are radically changing the nature of the enterprise as we know it. It is also an excellent reference book for understanding many facets of personal knowledge mastery. I have had this book on my reading list for quite some time and luckily Jay Cross gave me a copy which I read on the flight back from the west coast this week.

PKM helps people stay focused on the edges of their knowledge and look for innovation and opportunity. I have written, in embrace chaos, that I think the edge will be where almost all high value work gets done in organizations. Core activities will be increasingly automated or outsourced. Value is moving to the edge. The core is being managed by fewer internal staff and any work where complexity is not the norm will be of diminishing value. PKM enables tacit knowledge flows from the edge to the core and back.

emergent value

“Edge Participants also often reach out to participants in the core in an effort to build relationships and enhance knowledge flows. But these efforts are often frustrated – or at best marginalized – because core participants are too busy concentrating on defensive strategies within the core, trying to protect their profits and position, to understand the true growth opportunities represented by relevant edges.” – The Power of Pull, p. 54

PKM is a process of moving knowledge from the edge (social networks) to the core (work teams) and back out to the edges. It is the way that Pull can be done on a daily basis. Connecting the edge (emergent & cooperative) to the core (controlled & automated) is a major challenge for organizations. Part of the solution is more open management frameworks but another part is edge-like individual skills and aptitudes. PKM covers the latter.

PKM is a continual process of seeking from the edge (networks), filtering through communities of practice (CoP) and sense-making at the core (work teams) and also sharing back out to our communities and networks. Once habituated, it’s like breathing.

PKM flow

As stated in the book, “Pull platforms tend to allow us to perform the following activities with a blurring of the boundaries between creation and use“, showing four components that map directly to Seek > Sense > Share.

  • Find (Seek)
  • Connect (Seek)
  • Innovate (Sense)
  • Reflect (Share)

As the authors write, “Pull is not a spectator sport.” Neither is PKM. I would highly recommend The Power of Pull as a reference book that looks at how organizations need to change and how individuals need to redefine the nature of work.

“The choices each of us makes about the environments we participate in and the practices and behaviors we choose to pursue once we’re there will make a crucial difference in what we experience and the extent to which we can shape these experiences or simply let random experiences shape us.”  The Power of Pull, p. 99

Chance favors the connected mind.” – Steven B. Johnson.

PKM 2013

the next middle class

Jaron Lanier in You Are Not a Gadget, wrote:

“The people who are perhaps the most screwed by open culture are the middle classes of intellectual and cultural creation.  The freelance studio musician, the stringer selling reports to newspapers from warzones are both crucial contributors to culture. Each pays dues and devotes years to honing a craft. They used to live off the trickle down effects of the old system, and like the middle class at large, they are precious. They get nothing from the new system.”

In Heads You Win … (2010) I asked; if you are not one of the recognized leaders in your field, can you make a living online or are you just part of the long tail, valuable only to aggregators and their advertising revenues? As a content creator are you providing the fodder that lets Google, Facebook and YouTube earn huge market valuations? Will there be a middle class in the network creative economy, or only heads & tails?

I think it will be possible to make a living in this digital economy and have what used to be a middle class life style but it will not be like the old middle class. First of all, it will be jobless, as described by Rob Paterson, in You don’t need a Job. It will also have to be creative, in that you will have to create your own way of making a living. There will be few jobs to fill, instead there will be opportunities you will have to see. Finally, we will realize that the only way to survive will be by working together in communities of practice and interest, and understanding networks. “We” can take on the faceless “them”, if we work together and share.

We are seeing experiments in new forms of work all over the place. These range from co-working spaces, to shareable communities, to our non-traditional consultancy, Internet Time Alliance, which is still a work in progress. The trickle-down effects, that Lanier mentions, no longer share enough wealth for a viable middle class. We need to create our own network effects, but (this is important) it has to be within our own networks, not inside someone else’s walled garden. Google Ads or Facebook likes will not help you take control of your work destiny. We have to do it together, using new frameworks and models for the network era. The BIG kicker, is that there is no template or rule book. We have to embrace life in perpetual Beta and get started. The good news is that there are many others like us. Let’s write the new rules together.

network-era-economy

Tools and competencies for the social enterprise

This past year I have worked on several projects that have extended my thinking on how we can use social media to promote cooperation and collaboration within and outside the enterprise. I explained some of this in a previous post on enterprise social network dimensions, which is based on the work of several others.

Ian McCarthy’s honeycomb of social media was an initial inspiration, showing how one could quickly and graphically portray differences between social media platforms. The Altimeter Group’s recent report on making the business case for enterprise social networks provided more detail on what happens inside organizations. Finally, Oscar Berg’s digital workplace concretized gave a good picture of what people-centric, service-oriented businesses should look like.

I would like to expand on this, highlighting some additions to that previous post in November. It seems that the seven facets identified by Oscar Berg align with some general digital competencies that are necessary for connected knowledge workers everywhere. These also align with the PKM framework that can support the flow of cooperative and collaborative work in a coherent organization. I have also shown examples of how one can look at various enterprise social network tools, such as the ubiquitous Sharepoint. I am not a Sharepoint fan, but almost all large organizations have it and it is usually a key part of their social network framework. Finally, I provide a few words of advice that I have learned from many projects. This presentation is a visual summary of a significant part of my work in 2012. I hope it is useful and I always appreciate discussions on how it can be improved.

rp_7-facets-ESN-520x3651-520x365.png

Some thoughts from 2012

Here is a review of the five most popular posts here this past year, with a short synopsis of each. One year, distilled into a few paragraphs.

Informal Learning: The 95% Solution

Informal learning is not better than formal training; there is just a whole lot more of it. It’s 95% of workplace learning, according to the research reviewed by Gary Wise.

To create real learning organizations, there is a choice. We can keep bolting on bits of informal learning to the formal training structure, or we can take a systemic approach and figure out how learning can be integrated into the workflow – 95% of the time.

You simply cannot train people to be social

Effective organizational collaboration comes about when workers regularly narrate their work within a structure that encourages transparency and shares power & decision-making.

Creating a supportive social environment is management’s responsibility.

My experience is that changing to more collaborative, networked ways of work requires coordinated change activities from both the top and the bottom. It has to be a two-pronged approach and it will take some time and effort.

Three Principles for Net Work

Narration of Work – Transparency – Shared Power

The high-value work today is in facing complexity, not in addressing problems that have already been solved and for which a formulaic or standardized response has been developed. One challenge for organizations is getting people to realize that what they already know has increasingly diminishing value. How to learn and solve problems together is becoming the real business advantage.

The Learning Organization

  1. Learning is not something to “get”.
  2. The only knowledge that can be managed is our own.
  3. Learning in the workplace is much more than formal training.
  4. When we remove artificial barriers, we enable innovation.
  5. Learning and working are interconnected.

Cooperation trumps Collaboration

In networks, cooperation trumps collaboration. Collaboration happens around some kind of plan or structure, while cooperation presumes the freedom of individuals to join and participate. Cooperation is a driver of creativity.

Shifting our emphasis from collaboration, which still is required to get some work done, to cooperation, in order to thrive in a networked enterprise, means reassessing some of our assumptions and work practices.

Collaboration is only part of working in networks. Cooperation is also necessary, but it’s much less controllable than our institutions, hierarchies and HR practices would like to admit.

enhancing innovation

PKM: the basic unit of social business

True collaborative networks do not rely so much on teams than on individuals, as B. Nardi, S. Whittaker and H. Schwartz have shown. The main benefits for networked organizations do not lie in the outcome from teams, but in individual knowledge acquisition, in the ability to connect with the right people and to access the right information at the right time. Instead of focusing on teams and communities, we must concentrate our efforts in providing workers with the right resources and knowledge to build their own connections. The basic unit of social business technology is personal knowledge management [PKM], not collaborative workspaces. – Thierry de Baillon, The Tainted Narrative of the Workplace

Teams are for sports, not knowledge work

Teamwork is over-rated. For instance, it can be a cover for office bullies to coerce fellow workers. The economic stick often hangs over the team; “be a team player or lose your job”. Empowered individuals working in networks, not teams, will give organizations the flexibility they need to be creative and deal with complexity.

Teams seldom take into consideration the uniqueness of individuals. Usually individuals have to fit into the existing team like cogs in a machine. Team members can be replaced. The team, like the gang, rules.

People are more complex and multi-faceted than the simplistic view of Homo Economicus. Our lives have psycho-social aspects. We are more than our jobs and we are more than our teams. Teams promote unity of purpose, not diversity, creativity, and passion. The team, as a unit of work, is outdated in the network era.

As much as organizations advertise for “team players”, what would be better are workers who can truly collaborate and cooperate, inside and outside the organizational walls. There are other ways of organizing work than in teams. Orchestras are not teams; neither are jazz ensembles. There may be teamwork on a theatre production but the cast is not a team. It is more like a social network. Teams are what we get when we use the blunt stick of economic consequences as the prime motivator. In a complex world, unity is counter-productive.

Small pieces, loosely joined

The mainstream application of knowledge and learning management over the past few decades has had it all wrong. We have over-managed information because it’s easy and we remain enamoured with information technology. The ubiquity of information outside the organization is showing the weakness of centralized enterprise systems. As enterprises begin to understand the Web, the principle of “small pieces loosely joined” is permeating thick industrial walls. More and more workers have their own sources of information and knowledge, often on a mobile device. But they often lack the means or internal support to connect their knowledge with others to get actually get work done.

Personal knowledge mastery [PKM] frameworks can help knowledge workers capture and make sense of their knowledge. Organizations should support the individual sharing of information and expertise between knowledge workers, on their terms, using PKM methods & tools. Simple standards, like RSS, can facilitate this sharing. Knowledge bases and traditional KM systems should focus on essential information, and what is necessary for inexperienced workers. Experienced workers should not be constrained by work structures like teams but rather be given the flexibility to contribute how and where they think they can best help the organization.

We know that formal instruction accounts for less than 10% of workplace learning. The same rule of thumb should apply to knowledge management. Capture and codify the 10% that is essential, especially for new employees. Now use the same principle to get work done. Structure the essential 10% and leave the rest unstructured, but networked, so that workers can group as needed to get work done. Teams are too slow and hierarchical to be useful for the network era. Organizations structured around Loose Hierarchies & Strong Networks, as described in the image below by Verna Allee, are much better for increasingly complex work.

cynefin networks verna allee

Social businesses should leave teams for the sports field, and managing knowledge for each worker

cooperative competencies

Last month I wrote a post that included a presentation on enterprise social dimensions. It was based on three different perspectives I had come across. I recognized certain patterns and put these together to create a lens that could be used to determine if a selection of enterprise social network tools covered the spectrum of performance/learning needs in a networked workplace. The presentation has been well-received and so far I have not seen a similar approach.

In working with the framework, I realized that not only do the seven facets address tool requirements, but they can also be used to look at workplace competencies in the digital workplace. I am not a fan of competency models but these facets might be handy in creating professional development plans. The seven facets align with several parts of Jane Hart’s Smart Worker model, specifically – encouraging employee generated content; learning and sharing with others; and developing trusted networks of colleagues.

smart worker

Both collaborative behaviours (working together for a common goal) and cooperative behaviours (sharing freely without any quid pro quo) are needed in the network era. Most organizations focus on shorter term collaborative behaviours, but networks thrive on cooperative behaviours, where people share without any direct benefit. This is the major shift we need in creating Enterprise 2.0 or social businesses. Being “social” means being human, and humans are much more than economic units. We like to be helpful and we like to get recognition. We need more than extrinsic compensation and our behaviour on Wikipedia and online social networks proves this. For the most part, we like to help others. This is cooperation, and it makes for more resilient networks. Better networks are better for business.

The image below shows an initial set of competencies that focus not just on collaboration, but also cooperation.

digital competencies ITA

organizational relevance

Peter Evans-Greenwood has had some good articles lately. This is from his latest, is your organisation irrelevant?

“However, the environment we operate in today is a lot more fluid than the environment of the past, the environment where the vast bulk of our current organisational theory was formulated. Information flows much more rapidly than it used to while the world seems to change every year rather than every generation. The traditional static view of the organisation – one where it has a well defined and stable structure (someone leads, others follow, even if you’re leading from the bottom) – is starting to look a bit long in the tooth.”

hyperlinks-subvert-hierarchy
Peter concludes:

“Leadership is no longer part of a job description: something anointed on the chosen few. Leadership is a role to be adopted when needed, and then passed on when the need has gone. It’s a dynamic thing, moving around the organisation, reshaping the organisation as it passes from individual to individual, team to team.”

leadership-pyramid

Leadership is an emergent property of a network in balance. In this post-information era, organizations need to really understand networks, manage for complexity, and work on building trust. But almost all workplace systems, in organizations of any size, are at cross purposes to this. Networks, for the most part, are seen as something relating only to the IT department. The constant demand for more controlled processes (compliance training, for example) fails to build resilience into the organization. Every time the organization deals with an exception using a standard method, and fails to account for the unique situation of the employee or customer, it erodes trust.

The answers are so simple they are ignored by minds numbed by +100 page reports that tell us nothing. Give people a job worth doing, the tools to do it, and recognition of a job well done. In a transparent, diverse & open organization, management can then get the hell out of the way. This is how organizations can remain relevant.

Working in the dark

I discuss transparency a lot on this blog. I see it as one of the three principles for net work. Transparency is a key enabler of shared power and making our organizations more democratic. Alex Bogusky says that, “Transparency isn’t a choice. The only choice is does it happen to you or do you participate in it.” As the external world becomes more transparent, for better or worse, then so must the internal workplace move toward transparency.

However, a dysfunctional company culture does not improve with transparency, it just gets exposed. This is the major obstacle in improving workplace transparency – fear of exposure. As Marshall McLuhan noted several decades ago, we now live in a global village. Our workplaces need to adapt to this reality.

Nick Charney has a good post on the value of openness, an enabler of transparency, in the federal public service. Tools like internal wikis can facilitate this, if they are used.

But first I wanted to set up the discussion by arguing that GCPEDIA (the Government of Canada’s official internal wiki) has the potential to be the single most transformative technology adopted by the Government of Canada since the first computers were issued to civil servants twenty years ago. It is the only technological environment (possibly with the exception of the lesser known GCConnex and GCForums) that allows public servants to share information across the entire enterprise. It has the potential to level geography, silos, and hierarchy and in so doing allows the civil service to tap into its cognitive surplus like no other technology to date has.

 Jessica Stillman describes two of the biggest fears about working transparently:

  • Fear #1: Your company will be a ship without a rudder
  • Fear #2: No carrot, no stick, more slacking

Sigurd Rinde understands the value of transparency in getting work done. He redesigned an advertising agency’s workflow, identifying the main choke points – four “big meetings” where one of the “owners” had to be present – and then made the workflow visible so anybody could see what was happening.

With an average seven weeks from start to end for their projects, where I assumed half a week average delay from instant for each meeting due to “sorry, I’m busy on Thursday”s (that I would argue was very optimistic), we could cut the time from seven to five weeks per project, on average, without losing anything but thumb twiddling. With a 20% profit margin today it would translate to a tripling of their profits.

Of course the clients would think this was a great idea.

Did they go for this no-brainer? Nope, the two owners would not hear of it, their controlling habits and methods where not to be touched, and bah humbug to tripling of profits. Ah well, their prerogative, they did not have outside investors. Maybe I should have had a chat with their spouses over lunch at Harrods?

The clients did not go for this, even with the data staring them in the face they continued in their old ways. This confirms what I noted in my last post. Just having the right information will not get us to change how we work.

Medecins sans frontières [MSF] has embraced transparency as an essential part of its international aid work in the world’s most dangerous areas. MSF knows that learning through constant discussions is critical for all members of the organization. MSF has a culture of debate and exposing the truth and this lets the organization move forward. Transparency can mean life or death for members of MSF, as any organization dealing with complexity and chaos has to understand.

What may be considered a knowledge management problem, finding the right information at the right time, is really a transparency one. If I want to find general information, I search the Web, and quite often find what I need. For more contextual knowledge, I ask my network via text message, Twitter, blog or forum. The reason I can do this is that either the knowledge or the knowledgeable person is visible on the web. Without transparency being practiced on the web, it would be a useless resource for finding information. Transparency gives the web its power.

A common occurrence inside large organizations is not being able to find information. Finding information can take up to 36% of workers’ time. Transparency is the principle that everything that can be shared, should be. It is achieved by embracing simple standards, like the web uses. It assumes that we never know how information may be used in the future, so we make it easy to find. As natural pattern seekers, if enough of us can see the data and information we all create, then there may be a chance that we can make some sense of it. If not, we will continue to work in the dark.

Coherence in complexity

Many of our older business models are not working any more. Anecdote reports that John Kotter, leadership guru, is accepting that methods like his 8-step process for leading change may not be effective in the face of complexity.

“The majority of the [HBR Paywall] article is focussed on a ‘new’ concept Kotter calls ‘Strategic Accelerators’. In effect, he is talking about using Communities of Practice/collaborative networks to tap into the power and agility of the informal capabilities of an organisation. The network of strategic accelerators complements the formal systems; it does not replace them. Collaborative networks are not a new concept, but Kotter’s application of them to the arena of strategy is very insightful.”

I have been discussing the potential of communities of practice in fostering innovation for some time here. In my last post I wrote that in an increasingly complex workplace, many of the old models are no longer useful, referring more specifically to workplace learning. The same is happening to our models for management and ‘change management’, as if we could manage change in the first place. Complexity, driven by global networked communications, is the main factor.

High value work today is in addressing complexity, whether it be in the market, society, or the environment. This requires learning, sharing, innovating and engaging. Organizations that promote awareness, transparency and openness through appropriate ways to coordinate, collaborate and cooperate have a better chance of understanding complexity. Joachim Stroh describes this in his fractal image below.
fractal

The coherent organization is our way of creating a framework to look at organizational performance. It is based on the fact that governance, work, and learning models are moving from centralized control to network-centric foundations. For instance, coalition governments are increasing in frequency, businesses are organizing in value networks, and collaborative & connected learning is becoming widespread. A coherent organization framework ensures that collaboration (working for a common objective) and cooperation (sharing freely) flow both ways. Systems, such as enterprise social network tools, can assist ‘net work’ practices like the narration of work and personal knowledge mastery.
communities of practice

So while change cannot be managed, per se, organizations can be structured in ways to be more resilient to change. Kotter suggests a second operating system:

“The existing structures and processes that together form an organization’s operating system need an additional element to address the challenges produced by mounting complexity and rapid change. The solution is a second operating system, devoted to the design and implementation of strategy, that uses an agile, networklike structure and a very different set of processes. The new operating system continually assesses the business, the industry, and the organization, and reacts with greater agility, speed, and creativity than the existing one. It complements rather than overburdens the traditional hierarchy, thus freeing the latter to do what it’s optimized to do. It actually makes enterprises easier to run and accelerates strategic change. This is not an “either or” idea. It’s “both and.” I’m proposing two systems that operate in concert.”

I would strongly suggest instead that organizations need to get the first operating system correct so that they do not need a second one. A coherent organization is structured to take advantage of the complexity and noisiness of social networks, allowing information to flow as freely as possible, and affording workers the space to make sense of it and share their experiences and knowledge. The underlying concept of a coherent organization is that organizations and their people are members of many different types of networks, for example, communities of practice, the company social network, and close-knit collaborative work teams. A coherent organization requires a single unifying framework, not two operating systems.

Ask not for whom the Reaper comes

My colleagues and I often get cast as informal learning zealots in pieces written to placate the training industry and maintain the status quo, especially the lucrative compliance training market. Actually, given the tone of some articles and presentations, I am certain many people think of us in even less friendly terms.

So…now you get back to Training and they’re sitting around the fire at the mouth of the Training cave hugging their storyboards to their chests like flotation devices in a water landing. They’re in a trance and chanting ADDIE over and over…rocking back and forth and hugging those storyboard for dear life. And here you come, dragging your new stakeholder relationship and your sparkling new EPSS behind you, or your cheap-as-heck Web services portal, or your SharePoint, or your WordPress site. Your silhouette looks to many of your peers like that of the grim reaper. Several are updating resumes. Others whimper softly, “Please don’t make me change.” – Gary Wise

The Grim Reaper seems an appropriate image. My colleague Charles Jennings looks at workplace learning from the perspective of Experience, Exposure & Education; with the latter accounting for about ten percent of time and effort. The Reaper looks for those who spend 100% of their efforts only supporting the ten percent. The Reaper knows that work is learning and learning is the work. Workplace learning means much more than courses and management systems. I have said many times that courses are artifacts of a time when information was scarce and connections were few. That time has passed. The Reaper is looking for those who insist on living in the past.

While the course purveyors look to “leverage” informal and social learning for their schooling tools, they should note that levers are designed to move things, and it will be the courses that move – into a darker corner. As my colleague Jane Hart shows in this image, there is a lot of room to expand as a learning and performance consultant.

In an increasingly complex workplace, many of the old models are no longer useful. Schooling, the basis of much of corporate training, is one of these. Connections to almost unlimited information show how much more powerful Pull learning is to Push, like self-taught African teens and hole-in-the-wall learning. A generation of self-taught learners outside the western schooling model is becoming the next global workforce, and more importantly, your competition.

Ask not for whom the Reaper comes – he comes for you.