Success Factors in Implementing KM: Lessons from the Development Sector KM Applications: World Bank and Thailand Experience Sharing February 15, 2007 Bangkok, Thailand Erik Johnson World Bank Institute ejohnson1@worldbank.org Outline ► Part 1: Linking Knowledge Economy and Knowledge Management ► Part 2: The State of KM at the World Bank ► Part 3: KM Critical Success Factors Part 1: Linking Knowledge Economy and Knowledge Management WBI Mission WBI’s Mission is to Enable Countries to: ► Acquire, share, and apply global and local knowledge to meet development challenges ► Develop capacity at the individual, organizational, and institutional levels WBI at a Glance ► ► More than 800 learning activities annually More than 90,000 client participants worldwide ► ► 187 formal partner institutions 120 Global Development Learning Network (GDLN) affiliates ► 45 Focus Countries WBI at a Glance… continued WBI Reaches More than 90,000 Individuals Types of Participants Others 13% Private Sector 16% Govt. Officials 40% Client Participants by Region Worldwide 16% South Asia 6% Middle East & North Africa 5% NGOs 9% Educators 22% Latin America & Caribbean 20% Africa 27% East Asia & Pacific 20% Europe & Central Asia 6% Developing Capacity at Three Levels WBI helps countries prioritize their development objectives, identify capacity constraints, and design interventions at three levels: INSTITUTIONAL ORGANIZATIONAL INDIVIDUAL WBI F O C U S E S on governance, the parliament, the role of the private sector, and civil society, while exploring how policies, incentives, and norms in these and other institutions shape the actions of individuals. WBI S U P P O R T S efforts to strengthen management systems and business processes. Overall organizational capacity is largely determined by how task-oriented organizations interact (or fail to interact) to achieve results. WBI W O R K S with partners, and brokers programs to develop key skills and knowledge, as well as the means for delivering and assessing learning. Building Capacity for the Knowledge Economy Societal Knowledge Economy Organizational Individual Knowledge Organizations Knowledge Workers Knowledge Economy The K4D framework includes four pillars that form the foundations of the knowledge economy: 1. 2. 3. 4. An economic and institutional regime that provides incentives for the efficient use of existing and new knowledge and the flourishing of entrepreneurship. An educated and skilled population that can create, share, and use knowledge well. A dynamic information infrastructure that can facilitate the effective communication, dissemination, and processing of information. An efficient innovation system of firms, research centers, universities, think tanks, consultants, and other organizations that can tap into the growing stock of global knowledge, assimilate and adapt itto local needs, and create new technology. Knowledge Assessment Methodology (KAM) Organizational Knowledge Assessment (OKA) ►3 basic elements: people, process and system ►14 dimensions ►70 metrics are used plus demographic data ►183 questions in a survey questionnaire OKA Results OKA Results Cultural Incentives 30 KM Program Knowledge Identification and Creation 25 Knowledge Content Knowledge Sharing 20 23.2 12.9 15 3.010 Knowledge Access and Infrastructure 8.1 14.6 Communities of Practice and K-Teams 5 8.2 0 Technology 4.9 13.0 8.9 7.7 10.5 10.0 Knowledge and Learning 9.1 14.2 Metrics and Monitoring Alignment Leadership and Strategy Knowledge Flows Operationalization of Knowledge Part 2: The State of KM at the World Bank Have we reached the end? Are we losing ground? Independent Evaluation Findings Three main action recommended: 1. 2. 3. Management should define clear responsibilities and accountabilities for integrating knowledge sharing into the Bank’s core business processes; ensure that incentives are aligned with responsibilities. Network and Regional units should tightly link their knowledge sharing activities to lending and non-lending processes. For this, Networks should set clear objectives for anchor, thematic group, and advisory services’ support of operational teams, and Regional/country units should make explicit the knowledge objectives and strategies of CASs and projects. Outcome objectives and supporting performance indicators should be set and procedures established for monitoring and evaluating Bank knowledge sharing programs and activities. Part 3: KM Critical Success Factors Six Critical Success Factors 1. 2. 3. 4. 5. 6. KM is for Business Needs Only Management Inclusion/Cooperation Staff Skills Technology (as an enabler) Communication 1. KM is for Business Needs Only Lessons from the American Productivity and Quality Center KM Benchmarking “If you build it, they will not necessarily come” – applies to tools and to KM Strategy 2. “Embed knowledge sharing, capture and re-use into the work itself” 1. Bottom line = do not create a KM Strategy to implement KM --- instead, apply KM to solve real business needs!!! Contrasting Ideas Bad idea: “Let’s develop an expert database because it is a useful way of finding out who knows what.” Good Idea: “Let’s develop an expert database so that I can save time looking for the right technical expert when a client calls to ask a question.” 2. Management (what they do) ► Provide Leadership and encouragement ► Create incentives ► Establish a governance structure and roles ► Allocate or negotiate funding Good KM Leadership ► Top executive with a vision as the primary sponsor ► Relentless ► “Walk ►A communication (i.e. speeches) the talk” – set a good example leadership style which challenges and encourages learning and sharing Cultivating management buy-in ► Raise the organization’s KM profile – participate in international consortia ► Simplify the benefits of KM into tangible stories (Denning example) ► Equip your manager with talking points to tell your story at higher levels or publicly ► Write or contract case studies of your work for publication or conference presentations KM Governance Structure CoP-Focused Governance Structure Creating Incentives ► Combine ► Formal formal and informal incentives performance evaluation ► Rewards/Awards ► Expos/Fairs, ► Stories for team work Innovation Marketplace underlying desired behavior On Funding ► Special budget not necessary – could just identify discreet activities in work plan ► Begin with staff time, then cover special activities ► Competitive process can inspire innovation ► Decentralize and integrate!!! 3. Inclusion/Cooperation ► Make champions out of anyone with the energy and motivation ► Be sure to include field staff ► Work across professional/grade levels – hierarchy is a burden ► Work across departments – the bureaucracy does not have to hold you back ► Use your physical space to facilitate knowledge sharing The World Bank Matrix Task Teams and Thematic Groups Regions Sectors Environment Africa East Asian & Pacific Central Asia Latin America Middle East & Caribbean and North America South Asia Task Teams Human Development Private Sector & Infrastructure Operation Core Services Poverty Reduction Thematic Groups Communities as a Core ► CoPs can be a platform for KM, to deploy several KM activities within the CoPs ► Allow ► Go you to work across departments where the energy is ► Empower ► Use leaders regardless of seniority virtual tools to extend the community 4. Staff Skills ► Offer a diversity of pedagogical techniques to build KM skills ► Identify KM behaviors and ways to shape them ► Specify KM roles (perhaps formal titles) and career tracks for fulfilling them Islamic Development Bank KM Foundation Program 1. 2. 3. 4. Capture techniques Tools and technologies Narrative skills (Oral History pilot) Reportage techniques Build Staff Skills ► Ability to challenge the status quo (risk taking) ► Taking time to develop relationships and build trust ► Building facilitation skills to enable people to find their own solutions ► Collaborating, working and learning together from shared experiences KM Career Track at WB ► Manager/Director Senior KM Officer ►KM Officer KM Analyst ► KM Assistant 5. Technology (as an enabler) ► Demonstrate clear value to business objectives in time and money ► Standardize and simplify processes ► Integrate databases when possible ► Have a client orientation to the web – prefer Internet to Intranet ► Prepare staff for change and give them time Integrating Databases: People Pages Using Web Statistics WB Web Web in Review FY2004 ► 1.1 million unique visitors per month ► 25+ million page requests per busy month ► a quarter-billion page requests in FY04 downloading the equivalent of 1.9 million 200page books of content in a busy month ► spending the equivalent of 2,783 working years of time using the site ► 1600 (!) web sites, over 2 million URLs Page requests on WB External Web sites (FY96 – FY04) 80,000,000 70,000,000 Page requests 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1996 1997 1998 1999 2000 2001 Fiscal year and quarter 2002 2003 2004 Comparators 1.8 1.6 Page Requests (Millions) 25 20 1.4 1.2 15 1 0.8 10 0.6 0.4 5 0.2 0 0 J F M A M J J A S O N D J F M A M J J A S O 2003 2004 Dev't. Gtwy. InterAction CGAP/MFG IDS UNU Bank Totals Respondent satisfaction with WB online resources Research reports Full-length publications Data (sets, at-a-glance, analysis tools) General information about the Bank Smaller summaries / articles / briefs Topic site (e.g. Environment, Health, etc.) Country or region site Bank new s and activities Project site (information or documents) Educational/Training materials Email new sletters Access to Bank personnel 0% 20% 40% 60% 80% % Responding* (not including "N/A" responses) ++ [very satisfied] + - -- [not satisfied] 100% 6. Communication ► Tells stories to staff whenever possible ► Convene highly visible staff events such as a Knowledge Fair ► Feature KM activities through a series of informal presentations such as Brown Bag Lunches ► Write stories or provide links to KM activities on the Internet and Intranet ► Do not stop selling the KM concept (it will always be seen as a fad by some) Using the web in WHO Knowledge Fairs ► Development Marketplace - WB ► Swiss Development Cooperation – Dare to Share ► USAID – Knowledge for Development Storytelling in Organizations ► Steve Denning’s guide to communicating ideas for transformational change Final Word on Measuring KM Results ► Start with the organization’s measures of success – do not create separate KM measures and outcomes ► With demonstrated results, business units begin to play a larger role in funding and staffing KM activities ► Just because knowledge is intangible, does not mean that the impact is ► Success breeds further investment Questions and Answers…