Draft for Discussion KM Competency Working Group KM Competencies Working Group The purpose of the KM Competencies Working Group is to define competencies and position descriptions necessary for the following KM categories: KM Leadership KM Leadership encompasses positions responsible for the overall leadership of the KM environment within an organization such as the CKO or KM Leader. KM Management: KM Management encompasses positions that are responsible for the management of KM initiatives and activities. This can include KM Managers who work in a dedicated KM group within the organization managing a functional KM component or KM Managers who work in a business unit, Industry group, or service line and liaison with the KM working group. KM Specialist: KM Specialist can exist in any functional area within the KM Center, business unit, Industry or service line and is responsible for performing KM activities and promoting knowledge sharing throughout the organization. For example: Knowledge Analyst, Knowledge Researcher, Knowledge Architect, etc. KM Worker: KM Workers includes any employee who is consistently using KM tools, technologies, internal and external content resources, and applications to perform their work and share information with others internally or externally. They also share, capture, process, distribute, or transfer knowledge to other people within or outside of the organization. These are dedicated individuals who work within the KM Center or are dedicated to specific business units, Industry, or service lines. Each of the above positions has a different role in the KM environment. The individual holding the position should have the required competencies: Knowledge, Skills, and Abilities to function effectively in their respective roles. Definition of Competencies: Competencies are those behaviors or sets of behaviors that describe excellence in performance within a particular work context. They are special skills required to accomplish the roles and responsibilities that are associated with the job being performed. Behavioral competencies are a set of attitudes, skills and values that enable practitioners to work effectively and contribute positively to their organizations, clients and profession ranging from strong communication, to demonstrating the value-add of their contributions in the everchanging environment. Operational competencies are those skills and knowledge that are used with a KM functional competency, which is integrated into the overall knowledge environment or a KM group responsible for creating knowledge and conditions where people can collaborate to create and share knowledge. Knowledge, Skill, Ability (KSAs) Specific KSAs are needed in performing certain jobs. Individual KSAs are demonstrated through qualifying experience, education, or training. KSAs are defined by the U.S. Office of Personnel Management as: Knowledge - an organized body of information, usually factual or procedural in nature and applied directly to the performance of a function. 2. Skill - the proficient manual, verbal, or mental manipulation of data or things. It is an observable competence to perform a learned psychomotor act. 3. Ability - the power or capacity to perform an activity or task. It is competence to perform an observable behavior or a behavior that results in an observable product. This means that abilities have been evidenced through activities or behaviors that are similar to those required on the job. Abilities are different from aptitudes, where aptitudes are only the potential for performing the activity. 1. (Example of Knowledge, Skills and Abilities for KM) Knowledge: 1. Professional knowledge of KM theories, objectives, principles and techniques 2. Knowledge of the organizational structure, programs, and services of the company 3. Knowledge of the planning, design, implementation and use of automated systems and tools in a KM environment 4. Knowledge of information standards, policies and authorized system design approaches for KM environments 5. Knowledge of current and emerging KM technologies to retrieve, develop and disseminate information products, services and tools 6. Knowledge of KM systems analysis, design techniques, and database management across a variety of platforms 7. Knowledge of various operating systems, KM tools and applications, and social networking collaborative technologies 8. Knowledge of the content and structure of a variety of KM related databases and integrated KM systems in order to determine the most appropriate and cost effective and efficient manner for providing information and knowledge to the organizations users 9. Knowledge of personal computers, electronic mail, remote access, client/server technology, social networking tools, local and wide area networks, and the Internet 10. Knowledge of communities of practice Skills: 1. Skilled in the analysis and integration of KM functional requirements into the design of a KM program to meet the needs of the organization 2. Skilled in successfully gathering and analyzing tacit and explicit data 3. Skilled in developing and interpreting KM needs assessments 4. Skilled the planning, designing and implementing an integrated KM environment 5. Skilled in analyzing various software packages and hardware configurations to determine which will meet the KM demands of the organization 6. Skilled in writing KM documentation, i.e., policies, procedures, and strategies 7. Skilled in drafting and updating communications and directives relating to KM resources 8. Skilled in communicating KM concepts orally and in writing 9. Skilled in consulting and working with information technology staff, KM contractors, community of practice leaders, and other business unit leadership and personnel to insure the needs of the organization are met in the development and implementation of integrated KM systems 10. Skilled in the preparation of project charters, statements of work, and other procedural documents related to KM functions and project initiatives 11. Skilled in coordinating with IT staff to resolve KM user technical issues 12. Skilled in developing web-related applications to create transformation of information and share knowledge to personal within the organization 13. Skilled in coordinating and administering the delivery of online KM services and systems 14. Skilled in coordinating the piloting, testing, and implementation of new automated KM systems designed to support user communities of practice Abilities: 1. Ability to obtain information, define problems or questions, identify relationships, evaluate quality, assess impacts, draw conclusions, and make recommendations 2. Ability to monitor technological trends and advise senior management and KM staff about the appropriate type of KM equipment, software, and applications for the organization 3. Ability to provide guidance to senior management and user representatives to formulate knowledge requirements and produce major modifications to the way the business units interact with its internal and external users 4. Ability to develop an overall system design and a timetable for developing and implementing each KM subsystem 5. Ability to analyze, integrate, and establish functional requirements for preparing statements of work and procurement related documents 6. Ability to prepare specifications for the procurement of KM hardware and software components and external content resources, while taking into account budgetary constraints 7. Ability to draft Statements of Work and accompanying paperwork for contract assistance 8. Ability to analyze and evaluate the effectiveness of KM and to develop long range plans 9. Ability to perform studies, assessments, and evaluations on new KM applications and technologies 10. Ability to evaluate commercial KM technologies, KM external content resources, and KM platforms 11. Ability to learn new technologies and stay current with technical developments 12. Ability to plan, design, test, implement and evaluate a variety of KM information tools, technologies, and resources 13. Ability to assess user information requirements and evaluate the effectiveness of existing and proposed KM applications and technology 14. Ability to analyze and determine KM operational requirements and develop new means of delivering KM services 15. Ability to lead in creating KM innovative user-responsive services 16. Ability to be a creative leader committed to the exploration, design and implementation of innovative KM services 17. Ability to concurrently manage multiple projects, administer systems, troubleshoot problems, and plan and manage change in the KM 18. Ability to establish and implement KM strategy, standards, policies and procedures for the use of KM resources within the organization 19. Ability to contribute to and support Internet initiatives by maintaining and developing the organization’s web site 20. Ability to represent KM interests on internal and external committees 21. Ability to work effectively through teams, committees and working groups throughout the organization Draft Chief Knowledge Officer/Knowledge Leader Role and Responsibility: A Chief Knowledge Officer/KM Leader is a senior level person responsible for owning the KM processes, KM tools, and standards to support KM throughout the organization and ensure that the organization maximizes the value it achieves through its knowledge assets. The CKO/KM Leader ensures that the KM initiatives are in line with the organization's mission and strategic business goals and objectives. The CKO/KM Leader is the evangelist for KM and the liaison between senior management, business unit leaders, and all other KM user groups and employees involved in KM activities and initiatives. Reporting Relationship: There seems to be four possible options for the location of the CKO/KM Leader role in an organization: 1) Senior standalone position that is part of the management team 2) Reporting to a Chief Information Officer (CIO) 3) Reporting to Corporate Strategy/Business Development, or 4) Reporting to HR/Learning CKO Competencies: The competencies necessary for a CKO/KM Leader include the following knowledge, skills, abilities and attributes: Knowledge: 1. Knowledge and experience in overseeing the organization's knowledge infrastructure 2. Knows how to serve as the primary liaison between external information providers and KM functional knowledge leaders 3. Knowledge of the design and implementation of an organization's KM architecture 4. Knowledge and field experience in either a management position running a business unit or serving as a functional team leader 5. Knows how to build a knowledge sharing culture 6. Knowledge of KM programs that subsequently failed, the reason why, and how they typically reduced management support over time 7. Knows how to leverage KM understanding and functional competencies 8. Knows how to promote the knowledge agenda within and beyond the global organization 9. Knows how to formalize and promote the role and use of KM across the organization's business units 10. Knows how to promote the concept and strategy of knowledge management to corporate management and business unit leaders 11. Knows how to serve as a liaison to upper management with access to key leadership executives 12. Well rounded knowledge of collaborative social networking tools and KM applications 13. Knows how to drive value to the enterprise and constantly reviews the success and impact of KM results with senior management 14. Knows how to establish personal credibility for KM in the organization with the senior leadership and business unit leaders 15. Engages with thought leaders within and outside of the organization 16. Familiar with other knowledge-oriented companies, leading edge technologies, and best practice KM applications 17. Aligns KM strategy to the strategic priorities and business goals of the organization's business units 18. Knowledge of how to leverage social networking functions and integrate technical solutions 19. Knows how to assist the organization in accomplishing business goals through the use of knowledge sharing 20. Understands the stakeholder and customer’s needs 21. Knows how to connect the dots and accomplish results 22. Knowledge of technology tools (i.e., portals, search engines, collaborative technologies, social networks, mobile devices) 23. Knows how to use diplomacy in challenging processes and people 24. Oversees the development of the knowledge infrastructure 25. Knowledge necessary to design, implement, and oversee an organization's knowledge infrastructure and knowledge architectures 26. Develops a knowledge sharing culture that supports collaborative team work 27. Knows how to fosters cultural change 28. Promotes an organizational culture that facilitates knowledge sharing and KM learning 29. Knowledge of the organization and Industry and how to align KM with the organizational mission 30. Develops a KM vision, strategy, and KM organizational goals and objectives for the organization 31. Knowledge of what KM means to the organization and how to get acceptance of new KM initiatives 32. Knows the value of measurement reporting at the executive level 33. Knowledge of emerging KM and information technology tools, techniques, and applications 34. Well rounded Knowledge of KM theory, components, framework, and strategies 35. Knowledge of new or changing organizational structures and collaborative ways of organizing knowledge 36. Knows user’s needs and pressure points 37. Knows how to operate through influence, persuasion, and demonstration of results 38. Knows how to enable collaborative team working and knowledge sharing processes throughout the organization 39. Knows how to enable the creation of communities of practice and how to sustain CoPs or shut them down when required 40. Knows the value of developing solid KM teams, sponsoring KM events, and providing KM reward and recognition systems 41. Knowledge of how to collaborate with HR/Learning to articulates the knowledge management program and develop KM training programs 42. Knows how to actively promote the knowledge agenda within and beyond the organization 43. Understands knowledge transfer, dissemination and knowledge sharing 44. Understands knowledge organization and classification, including metadata and taxonomies, search access, retrieval systems, and knowledge capturing and retention 45. Understands Return-on-Investment (ROI) and Return on Value (ROV), and how to present both at an executive briefing 46. Understands the use of knowledge assessments to identify knowledge gaps 47. Understands how to maximize the return on investment in knowledge, people, processes and intellectual capital 48. Knowledge of how to transform intangible assets, tacit and explicit knowledge, patents, intellectual capital, and customer relationships 49. Knowledge of KM organizational stories where management found out the hard way they needed KM 50. Understands the importance of knowledge to the business and the value of knowledge in an intense and highly competitive marketplace 51. Knowledge of KM best practices and why they are designated as best practices 52. Insures that every employee has some as aspect of knowledge sharing in their job description 53. Knowledge of how cultural and behavioral factors may impede or enable the leveraging of knowledge in an enterprise 54. Knows how to integrate knowledge management resources into an individuals’ daily work activities and on the desktop or mobile devices 55. Knowledge of stories about organizations who have good and bad KM programs and why 56. Knowledge of how people learn and apply what they learn 57. Knows the value of keeping a balanced scorecard of KM programs, priorities, and initiatives 58. Advanced understanding of how to develop powerful, informative, simple views and reports of data for senior management 59. Facilitates connections, coordination and communications of KM initiatives 60. Knows what unique skills are needed to effectively leverage knowledge 61. Knows how to serve as an advocate and evangelist for knowledge and learning 62. Knows how to clearly articulate the big picture for KM and what it takes to be successful 63. Knows when to retire or consolidate KM initiatives, Communities of Practice, processes, and outdated technology 64. Develops top-level sponsorship with key executive like: CEO, COO, CFO, CIO, CLO/HR Leader 65. Knows how to define a formal KM organizational structure responsible for planning, controlling, and implementing successful knowledge management initiatives 66. Knows how to provide an overall vision, strategy, plan and KM framework that guides knowledge management for the organization 67. Knowledge of the organizational culture and what it takes to transform it Skills: 1. Skilled at developing a proper framework to implement KM by connecting people to people, people to content, and people to key knowledge repositories and best practices 2. Skilled in working with HR and Learning Development to link a knowledge dimension with the performance monitoring system 3. Skilled at enabling collaborative knowledge sharing processes and cultural change 4. Skilled at overseeing the KM functions, knowledge mapping, KM techniques, tools and processes 5. Skilled at building consensus for cultural change 6. Skilled at enabling integration of KM information and application into relevant business groups 7. Skilled at looking for feedback, suggestions, and ideas for advancing KM 8. Skilled at change management 9. Skilled at articulating and actively promoting the knowledge agenda 10. Skilled at conducting KM assessments of the organization to identify bottlenecks, information gaps, redundancies, and effective knowledge flows 11. Skilled at incorporating reward and recognition programs that provide incentives for employees 12. Skilled at supporting the development of communities of practice and other social networking tools and resources 13. Skilled at ensuring that KM strategies align with corporate strategies and get embedded in business processes 14. Skilled at KM data collection, creation, dissemination, and application 15. Skilled at overseeing the development of the knowledge infrastructure and KM principles and processes 16. Skilled at using information technology as a key enabler in capturing and leveraging structured knowledge 17. Actively participates in the facilitation processes for new KM projects 18. Skilled at overseeing the development and implementation of the knowledge infrastructure 19. Empowers KM people to be change agents 20. Develops credibility, respect, and sponsorship with leadership 21. Constantly seeks innovative ideas that transform the organization and add value to the bottom line 22. Skilled at actively promoting the knowledge agenda within and beyond the company 23. Skilled at facilitating and coordinating connections and communications between knowledge user groups 24. Advocate for cross-organizational communities of practice 25. Skilled at providing guidance and policy on processes to institutionalize KM practices 26. Skilled in the use of office application tools and other appropriate social networking collaboration tools 27. Skilled at forming relationships with key decision makers and influencers 28. Skilled at developing effective budgets, balanced scorecards, and business cases 29. Skilled at ensuring that KM competencies are recognized as core competencies in the organization 30. Skilled at building an enabling a framework to implement KM initiatives that connect people to people, connects people to information, knowledge repositories, and best practices 31. Skilled at identifying knowledge champions within the organization 32. Skilled at serving as an advocate and evangelist for knowledge sharing and learning 33. Skilled at business process management 34. Skilled at taxonomy development 35. Skilled at building credibility for KM in the organization 36. Skilled at working with clients/customers, with an appreciation for their needs at the operational and strategic level 37. Skilled at designing and delivering information services 38. Skilled at using business intelligence and social networking and collaboration tools 39. Skilled at creating a knowledge sharing policy 40. Skilled at working with different IT/KM tools and methodologies 41. Skilled at using change management techniques to manage KM process changes 42. Skilled at demonstrating ROI, ROV and the benefits of KM 43. Skilled at taking projects to completion 44. Skilled at negotiation and collaboration 45. Skilled at developing future business cases for KM 46. Skilled at working effectively with peers and colleagues within and outside of the organization on KM improvement opportunities 47. Strong project management skills overseeing multiple projects 48. Skilled at problem solving and applying analysis techniques 49. Skilled at understanding people’s behavior and what drives them 50. Skilled at working effectively with software developers and technology vendors to drive on-time and on-budget KM initiatives 51. Demonstrated success at interacting with a wide variety of customers and stakeholders and creating web-based products that meet the needs of various stakeholders 52. Skilled at identifying the KM cultural requirements to foster the organization’s business strategies 53. Driven and extremely motivated to prove that knowledge management is both practicable and can improve an organization’s performance 54. Skilled at managing group dynamics and using behavioral psychology techniques 55. Effective communicator with senior management and other business unit leaders for the approved KM projects 56. Skilled at developing a knowledge sharing culture that supports collaborative team work 57. Skilled at attracting the best qualified people to accomplish the KM vision 58. Skilled at dealing with the organizational opportunities, challenges and obstacles that face KM groups 59. Skilled at tracking KM achievements in the organization 60. Champions the institutionalization of KM in the business as an integral part of the business processes and key business priorities 61. Skilled at getting people to commit to a major behavioral change around knowledge management projects 62. Skilled at leveraging knowledge mapping, KM tools, and techniques for the transfer of knowledge 63. Effectively plans and manages the allocation of KM resources 64. Skilled at preparing and publishing a KM Annual Report 65. Skilled at developing an organizational culture of knowledge sharing with systematic operational processes Abilities: 1. Ability to help business unit leaders use data to drive better-informed decision making 2. Ability to manage cultural change 3. Ability to be a good listener and ask pertinent questions 4. Ability to demonstrate conceptual and abstract thinking 5. Ability to effectively communicate through good written and oral communications 6. Ability to analyze hypothetical and decision-making situations and provide insight 7. Ability to develop top-level sponsorship 8. Ability to convince management and staff to participate in KM initiatives 9. Ability to identify critical information gaps 10. Ability to demonstrate solid leadership skills by organizing and motivating people to accomplish goals and creating order and a sense of direction 11. Ability to oversee a variety of people and contribute to their growth and development 12. Effective executive presence and executive presentations 13. Ability to prove that knowledge management is both practicable and can improve an organization’s performance 14. Ability to motivate and inspire other people 15. Ability to convert knowledge into value by leveraging the organization's intellectual assets thus creating profit to the bottom line 16. Ability to successfully implement KM projects 17. Ability to assess the value of information and the effectiveness and applicability of KM tools 18. Demonstrates perpetual optimism and enthusiasm 19. Ability to manage pilots and KM initiatives for senior management and/or Board approval 20. Ability to interacts with senior business and functional management in the development of appropriate knowledge management strategies and plans 21. Assists the CEO in driving the organization in the desired direction by contributing to the organizational strategy, mission, goals, and the bottom line 22. Ability to define what success looks like 23. Ability to attract the best qualified people to accomplish the KM vision 24. Ability to empower the knowledge worker 25. Ability to demonstrate how measurements are critical for the KM organization 26. Ability to use diplomacy and tact in resolving different points of view for creating change 27. Ability to identify business opportunities that can deliver value through improved KM services 28. Ability to personally affect other's actions decisions, and opinions regarding the nature and value potential of knowledge 29. Ability to work with large diverse, disparate groups, outside of the KM environment and/or the organization 30. Ability to act as an agent of change in the transformation of knowledge 31. Ability to quickly recover from adversity and organizational resistance to KM 32. Ability to identify actions necessary to accomplish tasks and obtain results without being a business unit leader or primary line manager 33. Ability to motivate large numbers of employees to accept knowledge sharing behavior 34. Ability to set a good example and demonstrate success 35. Ability to establish goals, objectives, and priorities that are accomplishable and compelling and lead to the implementation of KM systems, procedures, and successful outcomes 36. Ability to manage successful relationships with customer, clients, and peers 37. Ability to translate qualitative initiatives into quantitative benefits and results 38. Ability to manage multiple projects 39. Ability to prioritize and complete goals, objectives and tasks to accomplish a desired outcome in an allocated time frame 40. Ability to simplify things 41. Ability to contribute to the growth and development of others and define a career path for KM workers 42. Ability to persuade and motivate people to accept the value of KM within the organization 43. Ability to listen to different points of view and form coalitions across the enterprise without any bias 44. Ability to encourage collaborative knowledge sharing 45. Ability to present new ideas and gather support 46. Ability to communicate ideas and make them real and meaningful to people 47. Ability to write clearly and publish ideas 48. Ability to repeat KM successes and share best practices 49. Ability to retains critical tacit and explicit knowledge before or after the organization restructures 50. Ability to focus on KM reporting and significant usage measurements that present the ROI and ROV on the organization's investment in KM 51. Ability to support KM learning as a priority for all employees 52. Ability to encourage and pursue knowledge development within the organization 53. Ability to develop knowledge partners with solid ideas and KM projects 54. Ability to liaison between external providers of information and knowledge 55. Ability to listen and hear what is being said versus fitting what one hears into theories 56. Ability to create high value customer satisfaction experiences 57. Ability to clearly articulate, sell, and drive a vision 58. Ability to balance the day to day activities with longer-term planning goals and objectives 59. Ability to influence and persuade others 60. Ability to adapt to multiple behavioral situations and personality styles 61. Ability to interact and work effectively with others in a positive manner 62. Ability to instill confidence 63. Ability to be recognized and respected in the organization as a KM leader 64. Ability to learn and implement new concepts, ideas, methods, technologies, and best practices 65. Ability to motivate people 66. Ability to effectively communicate a KM vision and strategy throughout the organization 67. Ability to educate leadership and employees about the value of KM and its strategic benefits to the organization 68. Ability to reduce operating costs and development time for KM products or services 69. Ability to have a broad outlook and think outside of the box 70. Ability to influence top leadership 71. Ability to communicate with various senior management and KM managers to ensure a common understanding of KM 72. Ability to integrate KM training into the organization’s learning and career development programs 73. Ability to make leadership and employees aware of the nature and potential value of knowledge Attributes: Thinker: 1. Abstract thinker 2. Analytical thinker 3. Conceptual thinker 4. Strategic thinker 5. Holistic thinker 6. Logical thinker 7. Pragmatic thinker 8. Rational thinker Communications: 1. Active listener 2. Articulate 3. Asks important questions 4. Effective communicator, both orally and written 5. Encourager 6. Executive presence 7. Frames complex ideas in useful ways 8. Good listener 9. Persuasive 10. Storyteller 11. Negotiator 12. Idea generator 13. Provides candid observations 14. Shares knowledge with leaderships at all levels of the organization Personality: 1. Accountable 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. Approachable Balanced ego Collaborative Creative Decision maker Dedication Energetic Enthusiasm Even-tempered Facilitator Flexible Good judgment High energy level Honest Initiative Innovative Integrity Intelligent Imagination Loyal Optimistic Patience Persistence Resilient Realist Risk-taker Self-managed Self-motivated Self-starter Resourceful Smart Sociable Tolerant Trustworthy Versatile Wise Visionary Leadership: 1. Business savvy 2. Organizational savvy 3. Leads by example 4. Advocate 5. Diplomatic and tactful 6. Builds supportive relationships 7. Maintains composure and professionalism 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. Considers issues on their own terms, rather than adhering to fixed standards Leads and direct multiple teams Earns respect and trust of others Personal credibility Offers alternative perspectives on business issues Relates theory to practice Sense of urgency Sensitivity to organizational opportunities, challenges, barriers and obstacles Solid credible reputation Understands governance Manages stress and sensitive situations Political awareness Well organized Project management skills Identifies problems critical to business success Takes appropriate risks Methodical approach Problem solver Successfully tracks record of achievements Willingness to try new things or different approaches Curious about knowledge and is a life-long learner Management: 1. Big picture oriented 2. Career experience and familiarity with the organization and Industry 3. Challenges the status quo 4. Entrepreneur 5. Delivers results 6. Gets the job done 7. Goal oriented 8. Manages stress and sensitive situations 9. Political awareness 10. Well organized 11. Good project management 12. Identifies problems critical to business success 13. Methodical approach 14. Results oriented 15. Problem solver 16. Quantifies and qualifies value 17. Willing to make tough decisions 18. Willingness to try new things or different approaches 19. Works to deadlines 20. Works with management to send clear and consistent KM messages KM Knowledge: 1. Breathe and depth about KM topics 2. Knowledge of KM and best practices 3. Passion for the KM vision and mission 4. Seeks continuous improvement 5. Subject matter expert for KM 6. Curious about knowledge and is a cognitive life-long learner Customer: 1. Customer oriented 2. Manages stakeholder relationship 3. Relationship builder Cultural Change: 1. Change agent 2. Consensus builder 3. Champion of cultural transformation 4. Interested in change 5. Integrator 6. Transforms the culture into specific KM user behaviors People: 1. Coach 2. Good people manager 3. Interpersonal skills 4. Mentor 5. Influences and persuades others 6. People developer 7. Receptive to others' input and feelings 8. Shares credit with others and recognizes success of the KM organization 9. Team player Requirements: Bachelor’s degree, Master of Arts degree, or postgraduate degree in Knowledge Management, Computing, Information Management, Business and Commerce, Library Management Years of Experience: 10 - 15 years hands on experience working in public organizations or private corporations Draft Knowledge Manager The KM Manager facilitates, supports, and monitors the use and improvement of knowledge management processes and approaches throughout the organization. The KM Manager is responsible for ensuring the integration and knowledge sharing of valuable information resources across the organization via processes and KM information systems. The KM Manager can work in a KM center office or organization’s business office where he/she acts as a conductor for all the knowledge management activities in his/her office, including learning activities, collaboration, and professional networking. The KM Manager can be a part of a business unit, Industry group or a service line function within the organization. Reporting Relationship: There seems to be four possible options for the location of the KM Manager role in an organization: 1) 2) 3) 4) Reporting to a Chief Knowledge Officer (CKO) Reporting to a Chief Information Officer (CIO) Reporting to Corporate Strategy/Business Development, or Reporting to a Business Unit leader or Industry and/or Service Line leader KM Manager Competencies: The competencies necessary for a KM Manager will vary depending upon what group within the organization they work for. The competencies most appropriate for a KM Manager include the following knowledge, skills, aptitude, and attributes. Knowledge: 1. 2. 3. 4. 5. 6. 7. Knowledge of how to provide leadership and project level management in implementing and enhancing KM applications and KM project initiatives Knowledge of how to define the KM project scope, approach, roles and responsibilities of KM people and or user communities Knowledge and skills necessary to perform the job effectively Knows how to manage the KM project team to represent needs throughout the organization and explores process and technology solutions to address those KM needs Knows how to support and encourage networking, collaboration and community building at the business level and network with other knowledge managers in the organization Knowledge of planning and delivering KM activities and events that enable the KM team or business staff to recognize and exchange expertise Knows how to work closely with knowledge architects to ensure that knowledge technologies are designed to support the way the business works 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. Knows how to work closely with knowledge business analysts to ensure that knowledge asset management is appropriately implemented at the business level Knowledge of how to report and monitor the progress of KM projects and initiatives to the CKO/KM Leader, or other business unit leaders Knows how to work closely with designated project sponsors and other stakeholders to define approaches and scope of desired KM capabilities Knowledge of delivering project requirement documents with prioritized goals and required action items Knows how to identify information gaps and opportunities to leverage and share information Knowledge and experience in assessing KM applications, technology solutions and working with external third parties to map KM features and functionalities Knowledge of how to partner with information technology resources and/or business resources to plan, deliver and optimize KM solutions Knowledge of project management skills for multiple projects simultaneously – including managing resources, quality, issues, communications, budgets and pilots for projects Knowledge of KM vendor tools and applications appropriate for KM users Knowledge of the value of running beta and pilot KM programs with early adopters Knowledge of how to promote KM approaches and collaborative tools across communities of practice, and how to share best practices and lessons learned Knowledge of the proper KM competencies required for the KM functional team members Known as a leader within the organization Knowledge of how to refine knowledge management strategy and tactical plans for identifying, capturing, sharing and transforming key information and intellectual capital into value Knows how to develop and leverage relationships, integrate content, and promote content sharing Knows how to deliver and support key practice information through ownership of the various intranet portals and development of related knowledge collections Knows how to facilitate strategic growth, adoption, and success of industry/business unit Communities of Practice and collaboration through seeding of relevant communities and leveraging of collaborative sharing tools, such as wikis, blogs, discussion boards Knows how to develop, support, and optimize team sites for select strategic programs Known in the organization as a subject matter specialist – knows the business units, industry sectors, and service lines Knowledge of how to connect people to people and people to content Knowledge of how to proactively identify and provide solutions to KM and field practitioner needing select information which may be used in sales and marketing, client service, and industry learning Knows how to collaborate with knowledge research and innovation teams in coordinating planning and teaming Knowledge of how to provide leadership in solving specific project and technical problems and initiate development of new KM products and services Knowledge of executing KM programs and initiatives Knows how to develop and manage functional KM specialists and knowledge workers Knowledge of the issues surrounding internal document management, web content management and knowledge management 34. Knowledge of electronic knowledge repositories, intranets/portals, collaborative and social media tools, plus computer skills 35. Knows how to be adaptive and flexible as conditions change and work as a change agent to influence others 36. Knows which professional Knowledge management meetings and conferences to attend to gather information and build long-term networking relationships 33. Skills: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. Skilled at accomplishes goals through building and managing effective teams Skilled at managing daily activities, issue resolution and communication across project execution teams in order to deliver projects on-time and on-budget Skilled in the use of technical resources and training Skilled at interfacing with all levels of management, both domestically and internationally Skilled at verbal and written communication Skilled at providing proven project management experience Skilled at providing executive level presentations Skilled in the use of desktop tools, the Internet, and social collaboration tools Skilled in ensuring the completion of project management tasks, milestones, and components, such as functional specifications, design specifications, development, configurations, quality assurance, implementations and project reviews Skilled at managing and adhering to quality methodologies to ensure high quality production deliverables associated with the KM program(s) milestones Skilled at working independently and meeting deadlines in a fast-paced environment Solid communication skills in writing and oral presentations and explaining complex concepts Skilled at working with all levels of management and staff Skilled at conducting facilitation sessions and KM training Skilled at developing cross-functional and cross business relationships to maximize execution quality and team effectiveness Skilled at sharing information and resources with others to promote positive and collaborative work relationships Skilled at being a change agent and trusted business advisor Skilled at focusing on all aspects of customer service and product delivery Skilled at inspiring and motivating people Skilled at representing KM department at internal and external knowledge sharing meetings Skilled negotiator Skilled at managing KM vendor relationships to ensure ongoing delivery and operational support of high quality content and technology resources and, cost effective solutions Skilled at consensus building and collaborating across business units and KM teams Skilled at team building, coaching and mentoring others Skilled at using information technologies to leverage the value of knowledge content and accomplish the KM goals and objectives 26. Skilled at using project management tools and analytical techniques 25. Abilities: 1. Ability to demonstrate strong leadership, supervisory, and analytical skills 2. Ability to synthesize solutions from diverse complex situations 3. Ability to persuade people 4. Ability to complete assignments in a thorough, accurate, and timely manner 5. Ability to monitor KM deliverables and services to ensure a high quality of value-added service 6. Ability to manage multiple simultaneous projects, cross–functional stakeholders and remote teams 7. Ability to handle multiple project and responsibilities in an effective manner 8. Ability to establish clear objectives and organizes duties for self, based on the goals of the business unit, division, or KM management center 9. Ability to seek guidance when goals or priorities are unclear 10. Ability to perform responsibilities with minimal supervision 11. Ability to identify and analyze business processes 12. Analytical and decision-making ability 13. Ability to adapt to changing priorities and demands 14. Ability to deal positively and effectively with co-workers and constituents 15. Ability to effectively convey information and ideas both orally and in writing 16. Ability to listens and seek clarification to ensure understanding 17. Ability to market the concept of knowledge management and its benefits 18. Ability to present and convey information in a wide variety of settings. 19. Ability to effectively organize communities of practice and enable focus on KM information 20. Ability to set priorities and accomplish goals 21. Ability to delegate responsibilities and monitor results 22. Ability to accomplish outcomes in complex settings 23. Ability to judge and assess talent, recruit and select KM staff appropriate to current and future organizational needs 24. Ability to grasp complex concepts and determine courses of action that will result in a desired outcome 25. Ability to absorb and translate others’ statements into objective responses and actions 26. Ability to give and receive feedback in an appropriate manner 27. Ability to maintain professional demeanor in difficult or stressful situations 28. Ability to be patience with customers and KM staff 29. Ability to diffuse anger and deal with difficult customers 30. Ability to cope effectively with change and uncertainty 31. Ability to reprioritize quickly 32. Ability to lead in highly matrix environment 33. Ability to see the big picture within the industry and the organization 34. Ability to motivate others 35. Ability to assess political climate Attributes: 1. Works smarter, rather than harder 2. Action oriented 3. Works efficiently and effectively in leveraging existing knowledge and creating new knowledge 4. Great people skills 5. Approachable 6. Patient 7. Like challenges 8. Good communicator 9. Good listener 10. Experienced 11. Organized 12. Honest 13. Trustworthy 14. Integrity 15. Attention to detail 16. Creative 17. Independent thinker 18. Excellent researcher 19. Analytical 20. Collaborative 21. Strategic 22. Tactical 23. Proactive problem solver 24. Strong verbal and written communications 25. Excellent relationship building skills 26. Outstanding program management skills Requirements: Bachelor’s degree with a blended background in business and experience in knowledge management functions Master’s degree or MBA in Knowledge Management, Computing, Information Management, Business and Commerce, Library Management Knowledge and experience with corporate and KM technologies and system applications Years of Experience: 5 – 8 years of experience in a KM competency, KM center or working group, with 3-4 years serving clients and using collaborative technology environments Draft KM Analyst The role and responsibility of a KM Analyst in an organization is to develop products, processes and knowledge that can be used by specific user communities or can be leveraged for use by all employees. The KM analyst supports the KM program and typically serves as a liaison between the KM team members and the business user communities. This position provides production of complex analyses to anticipate industry trends, identify key industry players, and support strategic decisions. Responsibilities include transforming primary and secondary data into insightful and actionable information and deliverables within a portfolio of product offerings to meet client requests using various analytic tools and techniques. The KM Analyst ensures that the information needs of the business unit stakeholders and user communities are met, and that the services or knowledge content deliverables received from the KM center and KM team members is being effectively utilized. Reporting Relationship: There seems to be several possible options for the location of the KM Analyst in an organization: 1) Reporting to a KM Manager in a KM center or KM working group 2) Reporting to a leader in an organization’s library 3) Reporting to a business unit leader, Industry, or service line leader KM Analyst Competencies: The competencies necessary for a KM Analyst will vary depending upon the nature of the customers they serve and what groups or stakeholders they report to within the organization. The overall competencies most appropriate for a KM Analyst include the following knowledge, skills, aptitude, and attributes. Knowledge: 1. Knowledge of how to create analyses from structured or unstructured requests independently or in a teaming environment 2. Knowledge and understanding of the KM strategy and road map for the organization and the business units or service lines the KM Analyst supports 3. Knowledge of how to deliver the analysis through effective communication, written and oral presentation, to all levels of management within the organization 4. Knows how to support the knowledge sharing needs of KM-related leadership business unit or service line leadership teams 5. In-depth knowledge of key events and processes relevant to the KM analyst assigned to business units, industries or focus areas 6. Knows how to coordinate, promote, share, and leverage knowledge and information resources and analysis tools across the organization 7. 8. 9. 10. 11. Knowledge of how to negotiate and accumulate various internal and external sources of content for assigned areas, and how to share the information with other KM and user knowledge-related team members with feedback regarding these resources Knowledge of working with knowledge-related user groups or on organizational task forces to develop new products and services addressing internal goals and objective or current issues Knows how to build, develop, and maintain relationships within the KM organization, key customer groups the KM Analyst Knows how to assist customers and KM user communities in increasing work efficiency Responds and discusses inquiries concerning analysis deliverables they author Skills: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. Skilled at providing KM training and collaborative awareness activities or webcasts on key thought leadership topics or the KM Analyst results Skilled at demonstrating proficiency in analytical thinking and understanding key issues in a complex situation Skilled at structured thinking applying an analytically approach to problem solving Skilled at producing high-quality, on time work products Skilled at managing multiple projects in an organized and systematic manner Skilled at demonstrating a responsive, reliable, client-oriented approach Skilled at anticipating client needs and strives to exceed expectations Skilled at creative thinking and a willingness to explore new ideas and approaches Skilled at effective listening skills and being open to others opinions and feedback Skilled at influencing and persuading others Skilled at accomplishing aggressive goals and successfully managing deliverables Skilled at prioritizing work tasks and demonstrating the ability to handle multiple assignments concurrently Skilled at serving as a trusted business advisor in identifying customer’s needs, synthesize information, developing an overall strategy to address the business needs, recommending appropriate solutions, and managing the customer’s expectations Skilled at developing good business cases and the rationale for the recommendations Skilled in the use of KM applications, IT networking application, and Internet tools for research and collaborative discussions Skilled in developing thought leadership materials and business analyst reports on special areas and willingly to share knowledge and expertise with others Positive role model for the KM group and knowledge Skilled at handling unexpected problems, issues, and customer requests and adapting to changing customer needs, business trends, and/or new direction from the organizational leadership Skilled at working with other KM Analysts or user knowledge-related team members Skilled at holding KM teams accountable for successful delivery of customer products Skilled at conducting interview sessions with internal or external subject matter experts for a deeper understanding of the topic or assignment Abilities: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Ability to demonstrate excellent technical written and verbal communications Ability to work in a team environment using effective interpersonal skills Ability to achieve positive results through influence, leadership, and coaching Strong analytical and problem solving abilities Ability for attention to detail and accuracy Ability to maintain confidential information and the trust of others Ability to work flexible hours to accommodate the customer’s needs Ability to deliver consistent results individually and in a team environment Ability to give effective presentations at all levels within the organization Ability to project manage and complete multiple tasks in a fast-paced environment Ability to utilize research and analytical techniques Ability to bring clarity and definition to projects that are often highly unstructured, initially ambiguous, and complex Attributes: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. Systems thinker Process oriented Detailed oriented Planner Coach Mentor Positive attitude Influencer Persuasive Executive presence Strong work ethic Networker Strategist Flexible Idea generator Open minded Fosters innovation Strong project manager Consensus builder Content expertise Requirements: Bachelor’s degree or comparable work experience in knowledge related field Master’s degree in Knowledge Management, or KM certificate supplemented by continuous learning in knowledge management Years of Experience: 5-8 years proven, high quality KM experience in business area, with customer service and related work experience Draft KM Researcher The KM Researcher is responsible for supporting the information needs of the organization’s employees. A KM Researcher can interact with users from all possible user communities and business units, as well as a virtual KM team of colleagues. The KM Researcher uses an extensive collection of internal and external information resources to gather, filter, package and deliver information to requestors. There seems to be four possible locations that the Knowledge Researcher can reside: 1) The KM Researcher can be located in a KM Center or Information Center of the organization 2) The KM Researcher can be located in a business unit/service line/Industry practice or related library 3) The KM Researcher can be located in a central library or satellite library of the organization 4) The KM Research can be located virtually anywhere globally and may work from home KM Researcher Competencies: The competencies necessary for a KM Researcher depend upon the nature of the work they perform for specific customers and where they reside in the organization. Most KM Researcher will have a Master’s of Library Science (MLS) with sufficient experience and training in reference research and/or some form of specialized research in one or more Industry areas. They have experience with office tools and social networking tools and a wealth of knowledge about external resources. The overall competencies most appropriate for a KM Worker include the following knowledge, skills, aptitude, and attributes. Knowledge: 1. 2. 3. 4. 5. 6. 7. 8. In-depth knowledge and experience in providing research assistance using reference interviewing techniques to ascertain the specific information needs and the required deliverable(s) for KM Analysts, other KM team members, and organizational customers Knowledge of how to perform complex research requests and synthesize information into established or customized pre-formatted deliverables (e.g. summaries, abstracts, and reports) to meet the customer’s needs Knowledge of what is required for involvement in a major research project for a customer Knowledge of the organization’s business structure and functions Knows how to demonstrate a responsive, reliable, client-oriented approach when requests are made Knows how to successfully manage deliverables Knowledgeable about the office systems and KM applications that allow access to both internal and external content Knows how to maintain both short-term and long-term goals and create action plans to achieve them 9. Knows how to leverage resources to complete projects in a quality manner while managing timetables, budgets and staff Skills: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Skilled at implementing new and improved KM processes through process and content teams Skilled at updating and maintaining knowledge of new information sources (both print and electronic) Skilled at maintaining subject expertise through appropriate development activities, (e.g., continuing education, training, reading, and vendor presentations) Skilled at performing established internal research procedures Skilled at demonstrating to customers and requesters, the self-service steps necessary to access the appropriate KM resources and obtain required information Skilled at participating in or leading non-research projects that require background knowledge of particular subject and/or resource identification Skilled at project management Skilled at providing education and training on KM internal and external resources Skilled in performing counseling responsibilities to assigned staff Skilled at producing high-quality, on time work products Skilled at synthesizing volumes of information and presenting a summary deliverable of what the customer requested to address their business needs Abilities: 1. 2. 3. 4. 5. 6. 7. 8. 9. Ability to break up tasks into manageable parts and organize them in a systematic manner Ability to think analytically and understand key issues in a complex situation Ability to creatively think and be willing to explore new ideas and approaches with customers Ability to demonstrate effective listening skills and be able to clearly define what the customer is asking for and what they actually need Ability to prioritize tasks and demonstrate the ability to handle multiple assignments concurrently Ability to quickly identify customer needs, manage customer expectations, and recommend appropriate solutions Ability to deliver consistent results individually and in a team environment Ability to complete multiple tasks in a fast-paced environment Ability to bring clarity and definition to projects that are often highly unstructured, initially ambiguous, and complex Attributes: 1. 2. 3. 4. 5. Influences and persuades others Constantly seeks to learn new skills and keep current Adapts to changing customer needs Vocal and speaks up for what they believe in Creates a sense of openness 6. 7. 8. 9. 10. 11. 12. 13. 14. Systemic researcher Respects diversity Works effectively with people in different cultures Values the input and ideas of others Offers assistance Willingly to share information without needing to be asked Excellent written, verbal and presentation skills Good project management Strong research and analytical skills Requirements: Bachelor’s degree required and Masters of Library Science degree strongly preferred Training on KM applications and vendor products and services, as required Proficient in MS Office and social networking tools Years of Experience: Minimum of 1 - 3 years of experience in a corporate information center or library Draft Knowledge Worker The role of the Knowledge Worker is to use and reuse the organization’s internal knowledge assets and intellectual capital, as well as to leverage the access to the organization’s contractual content resources and information services. The Knowledge Worker can be any employee using knowledge tools, systems, or applications to perform their work and share information with others internally or externally. Knowledge Workers are responsible for the day-to-day knowledge management functional tasks of creating, capturing existing information and knowledge, and framing and structuring knowledge as required in the course of daily activities to support a KM center or an organization’s functional business units, Industries, or service lines. Reporting Relationship: The Knowledge Worker can be located anywhere in the organization. When the upper management of an organization is a strong sponsor of KM or an avid user of KM resources themselves, you typically will find more KM Workers knowledge sharing across the organization. KM Worker Competencies: The competencies necessary for a KM Worker can vary significantly depending upon the nature of the work they perform or the roles and responsibilities they have within the organization, as well as, the experience and training they have had with basic office tools and social networking tools. The overall competencies most appropriate for a KM Worker include the following knowledge, skills, aptitude, and attributes. Knowledge: 1. 2. 3. 4. 5. Knowledge of how to focus and identify the knowledge content (tacit or elicit) that is most urgent and important to capture for the work that needs to be performed Knowledge of how find existing supportive information through the KM and organizational repositories Knows the organization’s goals and objectives and is able to make decisions on using existing KM resources and linking others to critical content Knowledge of the information that is relevant to their KM Worker’s role and the value it brings to the organization Knows the basic processes for obtaining KM information needed for their area or functional responsibilities: discovery of information, data gathering, creation, packaging, dissemination, and reuse 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. Knows how to contact the KM providers of information, whether through the KM center, library, associations or subject matter experts Knows how to organize the information obtained and can make sense of the value of the information to the user or their organizational group Knows how to access and collect information through KM systems or other existing organizational repositories Knows how to package and distribute the information by determining the best vehicle for distributing or transferring the information to the intended recipient Knows how to evaluate and measure the effectiveness of the knowledge assets Knows who to go to and when to ask for assistance in using KM resources and/or making requests for information Knows how to adapt knowledge assets to better meet the emerging personal or business needs of Knowledge Workers Knows how to contribute to achieving consensus and collaboration across business units regarding the use of KM resources Knows where to go for complex information/research requests and/or primary research questions Knows how to generate enthusiasm for knowledge sharing and transfer of information Knowledge of applicable data and copyright laws Skills: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. Skilled at working with Knowledge Analyst and Knowledge Researchers to create summarized content Skilled at collaborating with content owners and gatekeepers to obtain content or get links to content Skilled at participating in the processes to acquire, process, and store content into a specific type of repository for use or reuse by themselves or others Skilled in using appropriate information sources Skilled in the creation of a plan for categorizing, indexing, and archiving all content and information resources that are identified as part of the user’s functional business area Skilled at producing new KM capabilities and opportunities for the use of knowledge Skilled at identifying information gaps that hinder the organization’s goals and objectives Skilled at participating in creating or modifying a strategy for the improvement of using KM resources Skilled at working collaboratively with peers and user groups to leverage information Participates in networking forums and KM learning events Skilled in the transaction processing of workflow information on a daily repetitive basis Skilled at maintaining and evolving the information taxonomy with input from business unit subject matter experts and users Skilled at managing and storing organization-owned content, including determining what content is stored and working collaboratively to determine appropriate access Skilled at understanding the value of reward and recognition programs 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. Skilled at helping to create and manage knowledge and information assets relevant to their role Skilled at training content owners, librarians, gatekeepers on new standards related to content management Skilled at interfacing with the appropriate IT individuals on hardware and software issues that affect the availability and accessibility of information resources Skilled in contributing to the development of KM processes Aware of the internal and external web sites and how to access them Skilled in compiling with document management and retrieval policies Skilled at tracking, recording, and reporting on asset usage across the enterprise Skilled at collaborating with content owners to develop plans for integrating and delivering content to the KM portal or community of practice Skilled at sharing best practices with other people within the organization to help support business strategies and tactics Skilled at understanding and communicating the need for and value of knowledge management services Skilled at providing business and market research information and analyzes to provide actionable information and recommendations for the organization’s business teams Skilled at participating in relevant key learning programs to improve the KM Workers skills in using KM resources Skilled at working with IT or KM staff to ensure that data and content conform to uniform and consistent identifiers, formats and protocols necessary for sharing and exchanging enterprise Abilities: Ability to outline, prioritize and accomplish work Ability to adapt to new and changing circumstances and commits to learning new KM application and tools 3. Ability to bring people together to share knowledge in terms of culture and behavior, business processes, and technological tools 4. Ability to network and share ideas and successes 5. Ability to think strategically in terms of culture, behavior, business processes, and tools 1. 2. Attributes: 1. 2. 3. 4. 5. 6. 7. 8. 9. Skillful listener Good at facilitating discussion Confident and effective communicator Supports colleagues Good at acknowledging others’ contributions Clear understanding of business and KM resources Good working knowledge of organizational and business strategy Good appreciation of customer needs at both the operational and strategic level Clear understanding of the principles of knowledge management 10. 11. 12. 13. Up-to-date with the latest technology/social tools that support knowledge management Promoter of knowledge sharing behavior Good networking and collaboration skills Good appreciation of customer needs at both the operational and strategic level Requirements: No formal education is required. However, a Bachelor’s degree or Master’s degree in is preferred Understanding of basic knowledge management principles and hands on skills needed in gathering, analyzing, and presenting information Demonstration of technical aptitude with tools and equipment is required, as well as proficiency with Microsoft Office, Excel, PowerPoint Years of Experience: 1-3 years of experience in the use of KM tools and information management principles