FACILITATING A KNOWLEDGE NETWORK: THE ROLE OF COMMUNITIES OF PRACTICE A Thesis by Pin Pin Schunk Bachelor of Science, Wichita State University, 1994 Submitted to the Department of Industrial and Manufacturing Engineering and the faculty of the Graduate School of Wichita State University In partial fulfillment of the requirements for the degree of Master of Science July 2013 © Copyright 2013 by Pin Pin Schunk All Rights Reserved FACILITATING A KNOWLEDGE NETWORK: THE ROLE OF COMMUNITIES OF PRACTICE The following faculty members have examined the final copy of this thesis for form and content, and recommend that it be accepted in partial fulfillment of the requirement for the degree of Master of Science, with a major in Industrial Engineering. Don Malzahn, Committee Chair Dr. Jim Wolff, Committee Member Dr. Lawrence Whitman, Committee Member iii ABSTRACT Today, sophisticated consumers drive an organization’s market share. They demand timely innovation and challenge an organization’s capacity to manage its competencies. Communities of Practice (CoPs) harvest and disperse the competencies and innovative synergy that reside in an organization’s knowledge reservoirs. The theory of CoPs as a knowledge network requires quantitative measurement to enhance its effectiveness and sustainability. This research seeks to validate this knowledge generating mechanism by first, examining a CoP through a functional decomposition process model (IDEF0-Integration Definition for Function Modeling). Second, by developing a “Cultivate a CoP” assessment scale and finally, validating the scale of “Cultivate a CoP”. This is an exploratory pilot study with a first attempt to quantify the CoP. The “Cultivating a CoP” scale is a Likert 5-point six-dimension survey that assesses the validity and reliability of the CoP scale. The results demonstrates four (4) of the six (6) constructs have significant internal reliability at p = .05. The significant constructs with rank of reliability strength are Convey domain, Align vision, Share expertise and Grow trust while Motivate participants and Build artifacts did not demonstrate internal reliability. The six dimensionality of the scale is challenged with significant correlation between Align vision with Build artifacts and Convey domain. The quantitative metaphor for the CoP theory that seeks to validate “Cultivate a CoP” scale enhances the understanding of abstract inter-relationships among the constructs (latent attributes). The resulting correlations through factor analysis will justify and enhance a CoP’s sustainability. A healthy and sustainable CoP improves problem-solving synergy because of an increased capability for change management and knowledge production. iv TABLE OF CONTENTS Chapter Page 1. INTRODUCTION 1 2. LITERATURE REVIEW 5 3. 4. Data, information and information technology (IT) Knowledge Knowledge economic / market Encultured Knowledge and Practice Language Manage Change and Produce Knowledge Social Learning System (SLS) Community of practice (CoP) Value of CoP Boundaries Process Identities Life cycle of a CoP Operating structure and mechanisms of a CoP Organizational Competency of Problem Solving Cultivating a Community of Practice (CoP) scale 6 7 8 9 10 11 12 13 14 15 16 17 18 19 RESEARCH METHODS 21 Research Design for “Cultivating a CoP” scale Construct definition and content domain Generating and consolidating measurement items IDEF0 ICOMs and constructs Content validation Summary of constructs and indicators Survey set up and design Conducting studies to develop and refine the scale Sample size and population Factor analysis 22 22 23 23 25 26 26 31 32 32 32 RESULTS 34 Data set Research question Participants’ involvement levels Survey results for Wichita Chapter of APICS and Wichita Chapter of SWE 34 35 35 v 36 TABLE OF CONTENTS (continued) Chapter 5. 6. Page Data analysis SPSS correlation analysis Finalizing the scale 37 38 42 DISCUSSSION, LIMITATION AND FUTURE RESEARCH 44 Theoretical implication Practical implication Limitation Future research 44 44 45 46 CONCLUSIONS 48 BIBLIOGRAPHY 49 APPENDICES 55 A. B. C. D. E. F. G. H. I. J. K. L. M. N. Mind Map for Documenting Results of Literature Reviews Initial Item Pool of Cultivating a CoP Finalized Item Pool of Cultivating a CoP IDEF0 Process: Viewpoint, Purpose and System Analysis Questions The Circular Organic View of the Finalized ICOMs IDEF0 – Glossary Screen Shot of First Page of the Google® On-Line Survey Sample Letter of Request for Survey Distribution and Participation Layout of On-Line Survey Introduction and Purpose Links to Google® “Cultivating a CoP” On-Line Surveys The Survey of “Cultivating A Community of Practice” Pearson Correlations and Two-Tailed P-Value of APICS Survey Results Between and Within Correlation Analysis for APICS Survey Results Questionnaires with Abbreviation vi 56 55 58 59 60 61 72 73 74 75 76 80 81 82 LIST OF TABLES Table Page 1. Summary of Constructs and Indicators 27 2. Constructs and Questionnaires 34 3. Participant Involvement Classifications and Count for APICS and SWE Survey Participation Rate 35 4. Survey Results from Wichita Chapter of APICS 36 5. Survey Results from Wichita Chapter of APICS 37 6. The Average Within (Internal) Correlation of APICS Survey Results 39 7. R-Matrix -Average Between Correlations Among the Six “Cultivate CoP” Constructs 39 8. Pearson Correlation Between Participant Level (Pl) and Other Indicators 41 9. Evaluation of Non-Reliable Indicators 42 10. Evaluation of Dimensionality 43 vii LIST OF FIGURES Figure Page 1. A Virtual Community of Practice Where Multiple CoPs Intercept 14 2. The Life Cycle of a CoP 17 3. Messy Problem Resides Outside the Boundaries of the CoP 19 4. SA Box of IDEF0 with Input, Control, Output and Mechanism (ICOM) 24 5. IDEF0 Model - A1 Cultivating a CoP 25 6. Percent by Members’ Involvement Category 36 7. A-0 Diagram: Initiate Social Learning System 61 8. Emerged Boundary Where Different Disciplines Intercept 65 9. A0 Diagram: Construct Social Learning System 69 viii LIST OF ABBREVIATIONS / NOMENCLATURE APICS Association of Operations Management AV Align Vision BA Build Artifacts CD Convey Domain CoP Community of Practice EFA Exploratory Factor Analysis ES Effect Size GT Grow Trust ICOM Input. Control, Output, Mechanism IDEF0 Integration Definition for Function Modeling IT Information Technology KM Knowledge Management MP Motivate Participant PL Participation Level SA Structure Analysis SADT Structured Analysis and Design Technique SE Share Expertise SLS Social Learning System SSA System Structure Analysis STV Subjects To Variable vCoP Virtual Community of Practice ix CHAPTER 1 INTRODUCTION An organization who attains an effective knowledge-sharing process achieves a breakthrough competitive advantage (Dyer & Nobeoka, 2000). This thesis studies communities of practice (CoP) that gather human intellect to enhance knowledge dissemination (Wenger, McDermott, & Snyder, Cultivating communities of practice, 2002). A nurtured and cultivated CoP can optimize its functionality and productivity. 1.1 Background Drucker claimed that a fundamental need for management is to increase the efficiency of knowledge management (KM) and production (Drucker P. , 1999). This need prompted a knowledge management (KM) boom with extensive studies to search for a knowledge mining mechanism that enables knowledge sharing, learning and creating (Davenport & Prusak, 1998). The history of KM reveals three different phases. The first phase was the rush to use information technology (IT) to capture data and information. The second phase focused on the issues of behavior, culture and tacit knowledge. Now, the third phase realizes the social power of how a CoP can preserve and produce new knowledge (Wenger, McDermott, & Snyder, Cultivating communities of practice, 2002). This trend is consistent with the knowledge market that becomes a key resource for business survival. Within a Social Learning System (SLS), learning simulates as a knowledge market where there are buyers, sellers and brokers. The knowledge market depends on the experience and know-how of employees that is embedded in routines and practices to produce valuable products and services (Davenport & Prusak, 1998). This knowledge is mainly tacit. It is unarticulated and unknown to others. It 1 resides within individuals or teams. Through the communicative collaboration of players within the market, the unarticulated tacit knowledge became explicit. Communities of practice (CoPs) thrive on knowledge and foster effective learning and continuous improvement. A key capability of a CoP is to capture tacit knowledge (Hildreth & Kimble, 2004). The knowledge facilitating effort is structured upon CoPs. The theory of CoPs emulates a master-apprentice and situated social learning system. 1.2 Problem A quantitative measurement of CoP does not exist. Extensive research has attempted to mine the inner working of CoPs, but the specific mechanisms remain mostly a theoretical ideal. A CoP is a complex knowledge-based community that is poorly understood (Nousala & Hall, 2008). The validation of the theory of CoP is only restricted to field observation. The lack of a quantitative scientific measurement hinders the assessment and growth of a CoP. This study has three obstacles: first, No functional model of a CoP; second, No measurement scale for CoP; third, No validated constructs of CoP. The theory of a CoP is only validated through field observation. The scientific validation of a CoP remains unchecked. 1.3 Purpose The theory of CoP requires scientific validation. A “Cultivate a CoP” scale will help by filling the gap to quantify the theory of CoPs that claims to facilitate a knowledge network. However, only the validated measurements for the underlying phenomena (latent constructs) can reflect the observed relationships and the desired relationships between the unobservable variables behind the theory (DeVellis, 2003). The reliable and validated measurements of “Cultivate a CoP” will augment the efficiency of KM and production. This thesis delivers a constructive “Cultivate a Community of Practice” functional model and an exploratory 2 “Cultivate a Community of Practice” measuring scale. 1.4 Scope The sample population of this study is limited to cross industrial professional communities. this study. The insignificant sample size has restricted of the power of the developed scale of The finalized scale of “Cultivate a Community of Practice” is an exploratory pilot sample. Next iteration of questionnaires evaluation is required to complete the scale. 1.5 Audience Knowledge practitioners, Knowledge managers, Collaborative problem solvers, Project managers, Knowledge networkers, Enterprise modelers and Scale developers. 1.6 Methodology The strategy to develop a “Cultivate a CoP” scale includes: 1. Develop a functional model of a CoP, 2. Define latent constructs and indicators of CoP, 3. Develop “Cultivate a CoP” online survey, 4. Conduct online survey, 5. Scaling factor analysis (reliability and dimensionality of CoP scale), and 6. Finalize the scale. and scale are produced. A “Cultivate a CoP” functional model They made it possible to quantify the intangible attributes of a CoP. Thus, a CoP theory is scientifically validated. 1.7 Overview This research paper begins with a chapter of literature review of how to access and preserve knowledge as well as a multiple definition of “Knowledge” and knowledge acquisition process. That leads to exploration of a social learning system and Community of Practice (CoP) and its functionalities. Next chapter is the research methods that include the study of the design of scale development and enterprise modeling with a functional decomposition of a CoP. 3 Content analysis and validation are done through an IDEF0 model. It concludes with a survey set up and design with the analysis of sample size, sample population and factor analysis. The second half of the paper includes results, discussion, limitation, future research and conclusion. The results section includes data and correlation analysis from SPSS. dimensionality and scale of the questionnaires are evaluated. The The implications of this research include a systematic and accessible functional model of “Cultivate a CoP” model and an exploratory scale of “Cultivate a CoP”. This is a significant milestone to achieve a quantifiable CoP that could enhance the sustainability of knowledge productivity effort. 4 CHAPTER 2 LITERATURE REVIEW The systems of this study refer to an intra-organization network that depicts a withinorganization multi-channel communications network. The network is a cross-functional process integration within the organization (Morash & Clinton, 1998). Effective network collaboration enhances learning. In the field of organizational management, a learning organization (Senge, 2006) traditionally is defined as a management strategy that facilitates acquisition and dissemination of knowledge (Blackman & Henderson, 2001). In this paper, the learning is through situated learning and meaning negotiation. It emphasizes practice or doing (Blackley, 1995) and linguistic socialization (Collins H. , 2011) to access knowledge. Huber referred to knowledge as a more complex product of learning (Huber, 1991). This section explores the current state of KM and three major attempts to answer the call for knowledge productivity. As Drucker claimed, the most valuable asset of the 21st century is knowledge. In order to handle “knowledge” effectively, its characteristic must be evaluated. The facilitating efforts of KM include mining data with information technology, studying organizational behavioral and cultural issues, and engaging socially defined communicative network. This led to the exploration of a socially defined “practicing” and “learning” knowledge processes. The concept of CoP emerges out of this effort along with the theory of problemsolving efficacy. The literature review begins with an overview of knowledge study from different perspectives. The effectiveness of knowledge creation processes is assessed. The emergent outcome is a social learning system (SLS) where CoP is the operating structure. Finally, the CoP’s foundations, operative mechanisms and the life cycle are evaluated. 5 2.1 Data, information and information technology (IT) It is critical to distinguish knowledge from data and information, although it relates to both. Without the clear understanding of how to differentiate among them, organizations can hamper the knowledge management (KM) effort. “Data is a set of discrete, objective facts about events. In an organizational context, data are most usefully described as structured records of transaction.” (Davenport & Prusak, 1998, p. 2). It suggests no relevance or purpose (Drucker P. F., 1967). It can be easily captured by technology and is the raw material for information. With added judgment, interpretation and action, it transforms into information. Information adds meaning to data, and it has a sender (creator) and a receiver. Davenport and Prusak described five different channels to transform data into information: Contextualized: the purpose; Categorized: the units of analysis or key components; Calculated: the mathematical or statistical analysis; Corrected: the removal of errors; and Condensed: the summarization. Technology such as the computer software can add structure value to data, but humans are still the key factor in this transformation process (Davenport & Prusak, 1998). The lack of humanity in computer information technology diminished the promise that IT is the Cupid of KM. Computer systems can search through a complex and sizable database to collect terabytes of data. The collected data can also quickly become a digital junk yard (Davenport & Prusak, 1998) if human assets in the organization do not know how to use it effectively and efficiently. Organizations are usually not equipped with the skills to effectively design and manage the harvested data stream that IT supplies. The missing link to make sense of an individual data stream is the context that the machines are not capable of providing (Devlin & Rosenberg, 1996). The human’s decoding and interpretive skill is the concept of semiotics as Charles S. Peirce (1839-1914) originally coined it. Its context dwells within the informal organization 6 layers – the language and the culture (the signs, objects and norms) (Deely, 1990). The human in the organization owns the information. With the information, human enable and interpret those informal organization layers. This interpretive capability threads the association between object and sign (data and needs) to create understanding. For example, the ability to associate the word house with the object of the house can only be established when the concept of the house exists (Stamper, Liu, Hafkamp, & Ades, 2000). This is learning or knowledge acquisition process. 2.2 Knowledge People know more than what they can articulate (Polanyi, 1966); (Wenger, McDermott, & Snyder, 2002). Polanyi classified knowledge as explicit and tacit. Explicit knowledge can be articulated in formal language such as grammatical statements, mathematical expressions, rules, manuscript, etc. It can be transmitted across individuals formally and easily. But, tacit knowledge is hard to articulate with formal language. It is personal and embedded in individual experience. Tacit knowledge is acquired and learned. From the cognitive psychological perspective, learning is the interaction between tacit and explicit knowledge (Polanyi, 1966). According to the Merriam-Webster Medical Dictionary, cognitive psychology is defined as “a branch of psychology concerned with mental processes (such as perception, thinking, learning, and memory) especially with respect to the internal events occurring between sensory stimulation and the overt expression of behavior” Invalid source specified.. The personal internal events are the hard to articulate tacit experience. It is a learning process that can be classified into two categories: internalization and externalization (Nonaka & Krogh, 2009). The end results are externalized and internalized knowledge. Externalized knowledge is explicit knowledge. It can be codified into documents and 7 tools. Internalized knowledge is tacit knowledge. It involves intangible factors such as personal belief, perspective, and the value system. Therefore, it is a critical component of collective human behavior (Nonaka & Takeuchi, 1995), and it can influence the quality of a knowledge acquisition processes. The cognitive acquisition processes of knowledge can also be correlated to the study of language and the study of symbols (Semiotics). Semiotics is the study of signs and norms. A sign is an artifact that has specific meaning to the community, and a norm is a generalized conception in the world shared by members of a community (Stamper, Liu, Hafkamp, & Ades, 2000). Signs induce the production of norms. In a community, norms will dictate “how members behave, think, make judgments and perceive the world” (Stamper, Liu, Hafkamp, & Ades, 2000, p. 15). The shared norms define an organization’s culture and sub-culture. organization. The organizational culture is the informal structure of an It prescribes how meaning is interpreted and defined. Thus, it also affects the quality and effectiveness of knowledge acquisition process. In the next section, knowledge is explored from an economical value system perception. 2.2.1 Knowledge economic / market “Knowledge is a fluid mix of framed experience, values, contextual information, and expert insight that provides a framework for evaluating and incorporating new experiences and information. It originates and applies in the minds of knowers. In organizations, knowledge often becomes embedded not only in documents or repositories but also in organizational routines, processes, practices, and norms” (Davenport & Prusak, 1998, p. 5). This is the definition of “Working Knowledge” to which this thesis refers. Davenport and Prusak argued that organizations need an “insight” such as the best 8 practices or new innovative processes that information cannot provide. They suggested that in every organization, knowledge inhabits in an economic market where there are knowledge buyers, sellers, and brokers. This knowledge is usually not accessible when needed because the markets are not operated efficiently. They are “unrecognized, disorganized and local” (Davenport & Prusak, 1998). Organizations do not possess the knowledge until they know and use it. Only then, it is accessible and ready to emerge with knowledge productive synergy. In the knowledge market system, the pattern of sustainable knowledge movements dwells within the corporate culture. people (Semiotics). The culture affects the behavior of how things are done by its An organization is composed of people who know how to do things (Davenport & Prusak, 1998). Thus, it collects intellectual capital. Business enterprises need to mine what they know collectively as well as to effectively acquire and use knowledge in a timely manner to sustain competitive advantage. The following section presents a different granularity of knowledge as compared to Polanyi’s explicit and tacit knowledge. 2.2.2 Encultured Knowledge and Practice Language Blackley and Collins (Blackley, 1995); (Collins H., 1993). structured knowledge in five different categories. It is assumed that knowledge dwells in bodies, routines, brains, dialogue and symbols. The following are the categories: 1. Embrained knowledge – the conceptual skills and cognitive abilities; 2. Embodied knowledge – the action oriented, physical presence and practical thinking (problem-solving techniques). It can be related to “situated learning”; 3. Encultured knowledge – the shared understandings and realizations through socialization and acculturation. It is language dependent; 4. Embedded knowledge – the systematic routines that are analyzable and relational. Organizational capabilities are embedded knowledge; 5. Encoded knowledge – the information conveyed by signs and symbols. It can be codified. 9 This research will not elaborate on the well-known epistemologies - Plato’s and Aristotle’s contemplation of knowledge as “a justified true belief”. Instead, the complex knowledge acquisition processes of perception, communication, association and reasoning (negotiation) will be studied (Nonaka & Takeuchi, The knowledge-creating company: How Japanese companies create the dynamics of innovation, 1995). It is part of the socialization and acculturation process. The “working knowledge” known as the pragmatic description of knowledge in an organization (Davenport & Prusak, 1998) is born out of the encultured knowledge. It is tacit and will be the type of knowledge that concerns this study. Encultured knowledge is a process of realizing through socialization and acculturation. Within this enterprise, language (words and domain language) and negotiation of meaning is the core of mastering a specific domain practice. Blackley echoed Lave’s theory that knowledge is not what we have but what we do (Lave, The practice of learning, 1993) (Blackley, 1995). The do encompasses the social practice of domain language interaction (Collins H. , 2011). Nonaka (1994) reflected that knowledge creation is the dynamic interaction of language and communication. “Linguistic socialization” is a key to the success of “practical understanding” (Collins H. , 2011). In order to be successful in the current world view, managers must equip themselves with the encultured knowledge achieved through shared understanding (Blackley, 1995). The next section will introduce the concept of how the productivity of knowledge can augment the effort of change management. 2.3 Manage Change and Produce Knowledge Today, the true differentiator among players in a given market is an organizations’ ability to “manage change” and “produce knowledge”. What encompasses the terms “manage change” and “produce knowledge”? They include the collaboration of different functional units within the 10 enterprise to solve problem, diffuse know-how, produce language, attain knowledge flow, create new knowledge (practice), and apply the newly emerged knowledge. It takes time to do all of the above. Time is the critical dominant factor. The shorter the response time of managing change successfully, the better the synergy of the enterprise. ( ) The effectiveness of change management will be affected by the enterprise’s problemsolving capabilities. Polanyi stated that problem-solving efficiency is directly influenced by “human expertise” – tacit knowledge. It is a skilled routine that cannot be detailed in the script; therefore it is best delivered from a master to an apprentice (Polanyi, 1966, pp. 49-53).This is aligned with the concept of encultured knowledge where integration and doing are the keys to acquire knowledge. A Community of Practice (CoP) emulates the master-apprentice situated learning system. The following section will expand on a social learning system (SLS) that fosters a CoP. 2.4 Social Learning System (SLS) Etienne Wenger defines SLS as an interactive system of knowledge, community, learning and identity. They are bound together through members’ participation. It is structured as a triad reaction of participation through a CoP, boundary processes and members' identities (Iverson & McPhee, 2008). The learning is grounded on the cognitive knowledge acquisition process through socially defined competence (explicit) and personal experience (tacit) (Wenger, 2000). Jane Lave and Etienne Wenger, pioneers of situated learning and CoPs, advocated that learning takes place when there is a dynamic conflict between competence and personal experience (Lave & Wenger, Situated learning: Legitimate peripheral participation, 1991). The socially defined competence is restricted by how the community defines it, for example, how to act so you will be accepted as a competent member. Within a CoP, the knowing, learning, and 11 sharing are part of the belonging that members learn through by participating in the exchange of experiences. The participants’ belonging experience also grows as their trust takes root. The three approaches that members can enhance their belonging experience or trust are engagement, imagination and alignment (Wenger, 2000). Engagement is doing things together and producing community artifacts such as specific vocabularies, unarticulated custom, symbols of membership and etc. Imagination is the image of ourselves in the community and it affects how we interpret the external environment (world). Alignment is the appropriate association with other processes or people for effective interactional management. These three modes both bound and promote the three interactional structure elements (CoP, boundary processes and identities) of a SLS. The following section will discuss each of the SLS structural elements. 2.4.1 Community of practice (CoP) Our definition of a Community of Practice (CoP) is: “A Community of Practice (CoP) is a network of motivated people (community) bound together with a shared common interest or issue (domain) who routinely collaborate to share expertise, to produce artifacts (practice) and to increase know-how that aligns with a shared vision (purpose).” CoPs are matrix- like organizations where members have multiple reporting relationships for different purposes or functions to accomplish the institutional goals. Members wear two hats. As members of teams or functional groups, they are accountable to perform the assigned tasks and report to authority; but as members of a community, they are accountable to develop a practice or a passion and contribute their experience or expertise and receive help for their issues. Within the community, they manage their own knowledge. They are not accounted for by a distributed reporting authority: even the community leaders are their peers. This informal structure is its fundamental difference from the formal matrix business structure (Wenger, 12 McDermott, & Snyder, 2002). 2.4.2 Value of CoP The following is the value or abiliy of CoP among organization structures (Davenport & Prusak, 1998): 1. Connect network of local expertise and isolated professionals, 2. Solve recurring enterprise problems that span across multiple team or domain boundaries, 3. Assess performance across units perform similar functions to enhance performance standard, 4. Link and coordinate remote activities and initiatives by addressing a similar knowledge domain. CoPs focus on domain of knowledge or interest (common concern/issue) and connect people from different functional units who might be participating in the related projects. In a fast transient knowledge economy, CoPs provide an essential stability for members. Job and project assignments can be changed, but the professional expertise provided by CoPs is unchanged. It can grow with participating practitioners for the rest of their careers (Wenger, McDermott, & Snyder, 2002). Ultimately, a CoP is a network of people working together to engage, share and negotiate valuable specific domain knowledge harnessed by individuals or groups (Wenger, 1998); (Borzillo, Aznar, & Schmitt, 2011). CoPs facilitate an organization’s ability to learn and innovate by relentlessly developing its members and creating the shared and emerged knowledge (Schenkel & Teigland, 2008). Experience and competence are the key resources that a motivated participant accumulates and grows within a CoP to forge emerged knowledge. The shared practices of the 13 communities are defined through members’ experience and competence. They are also recognized and addressed through active learning initiation, gap identification as well as emergent learning directions and opportunities. By closing the gaps and addressing the opportunities, the emerged knowledge is reaped. It is critical to recognize that the gaps and opportunities identification process takes place at the boundaries of CoPs by the integration of community artifacts (Wenger, 2000). 2.4.3 Boundaries Process The boundary of a CoP is different from the traditional definition of organization boundary that is lacking affiliation and implies limitation. Rather, it is fluid and very accessible to its members. It is defined by shared practices and domain knowledge (Wenger, 2000). It could be defined as the comfort zone for domain knowledge practicing, sharing and creating. Different disciplines create their own set of boundaries through different ways of interaction with one another because of different experiences, histories, communication and capabilities. A virtual community of practice (vCoP) is where multiple boundaries of CoPs intercept, Figure 1 (Malzahn, 2011). At vCoP, different boundaries intercept with each other, and learning is at the peak (a conflict of competencies and personal experiences). The new experience is introduced, and participants’ competencies are challenged. At this crossing of multiple boundaries emerges a new boundary for a new CoP (Wenger, 2000). Figure 1. A virtual Community of Practice where multiple CoPs intercept 14 The emerged boundaries are born from the boundary process where new and unfamiliar experience and competence are resolved. This is where problems are recognized and resolved. It includes multiple domain knowledge interaction. It is at this emerged boundary that the newly emerged opportunities and capabilities provide the competitive advantage with responsive and adaptive power to change. It generates new practices in new environments (Furlong & Johnson, 2003). 2.4.4 Identities "Identity: A way of viewing how learning changes who we are and creates a sense of belonging to a community. Learning is the process that transforms us from a learner to a knower. What we learn affects our attitudes and our attitude informs how we engage in our practice and the world" (Furlong & Johnson, 2003, p. 105). Author Etienne Wenger argues that knowing contributes to belonging and our identities shape the foundation of how we know. We are capable of defining ourselves by what we are not, as well as by what we are, and by the communities, we do not belong to as well as by the ones we do. We also move from community to community (practice to practice), hence the multimembership is part of how we identify ourselves (Wenger, 2000). For example, one can be identified as a mother, an engineer and a civic worker. Identity is a crucial component of a CoP because identities combine competence and experience into a way of knowing. Our ability to suspend and engage our identities defined how productive we are in boundary negotiation. A successful boundary process bridges multiple communities through our experience with multiple disciplines or domain knowledge (Wenger, 2000). An effective CoP breeds productive boundary processes. In order to sustain that efficacy, it is crucial to understand the CoP operating structure and working mechanisms. 15 2.4.5 Life cycle of a CoP This research attempts to provide a roadmap to cultivate a CoP by developing a CoP measuring scale. Cultivation effort includes the ability to assess a CoP maturity and life cycle. During each stage, different injections are required to enhance the synergy of a CoP. It also helps knowledge practitioners interpret the results of measuring scale because at different stage of life cycle there are different needs. Figure 2 illustrates the 5Is (Initiate, Immerse, Increase, Include and Iterate) life cycle of a CoP (Cambridge, Kaplan, & Suter, 2005); (McDermott, 2000). The 5Is maturity life cycle stages includes: 1. Initiate: A process of inquiring needs, audience sample, purpose and vision. 2. Immerse: A process of relationship and value building. Core group is formed. Leadership is charged. Value for joining is generated. 3. Increase: A process of exposing knowledge and soliciting practice. Relationships are established. 4. Include: Community members appreciate the reciprocal contributions and learning. Active members develop keenness to collective ownership of the practice. New ideas are received. 5. Iterate: A stage where a community either die or pick up new momentum to reiterate the “Initiate” stage. The legacy of a CoP can evolve with change of organization needs and vision. A CoP measuring scale can guide the CoP maturity assessment. The health of a CoP is viable. 16 Figure 2 The life cycle of a CoP 2.5 Operating structure and mechanisms of a CoP The CoP’s operating structure includes domain, community and practice (Wenger, McDermott, & Snyder, 2002). The domain is the common ground (the topic) and a sense of common identity. A well-defined domain affirms its purpose and value to members or participants. Community is built upon mutual respect and trust. They encouraged members to learn and inquire by sharing and exposing experience as well as ignorance and listening to each other. It is a socially defined learning by belonging. The practice (specific knowledge cultivates, shares and retains by the CoP) consists of “a set of frameworks, ideas, tools, information, styles, language, stories, and documents that community members share.” (Wenger, McDermott, & Snyder, 2002, p. 29). Iverson and McPhee (2008) unlocked the internal operating process of a CoP by identifying its inner working mechanisms. A CoP is a dynamic system coupled with a distinctive communicative enactment that enables conscious social interaction and knowledge construction. 17 The CoP internal operating mechanisms include mutual engagement (community), shared repertoire (domain) and negotiation of a joint enterprise (practice) (Wenger, 1998). Its network of communicative webs is the foundation for the CoP to grow as well as generating members’ commitment, skill and “know-who”- who possesses the domain knowledge (Iverson & McPhee, 2008). The following provides the explanation of the mechanisms. First, mutual engagement is the root for the different levels of communication and interaction. It establishes the boundary for a CoP. Within the boundary, the common domain of interest is reinforced and various supplies of knowledge are provided. Second, the shared domain is a common set of situations, problems, and perspectives (Wenger, McDermott, & Snyder, 2002). Third, the joint practice includes knowledge, capabilities and artifacts such as a community’s specific vocabulary, unarticulated customs, symbols of membership identification, and unique indications for the problem and solution identification (Schenkel & Teigland, 2008). In addition, a shared practice entails a common set of tasks or activities that enable members to develop relationships and influence or control knowledge. The negotiation of such practice at various levels is a communicative process that nurtures mutual trust and enhances members’ commitment (Iverson & McPhee, 2008). 2.6 Organizational Competency of Problem Solving The globalized consumer-driven market is more complex and cost-sensitive with shorter product life cycles (Ptak & Smith, 2011). Organizations that master a constructive knowledgesharing process can contribute with a productivity advantage (Dyer & Nobeoka, 2000). In return, constructive knowledge reduces complexity and cost as well as shortens the time of introducing new products to market. This phenomenon is justified by the increase of organizational competency of problem solving (von Hippel, 1994). 18 Problem-solving capabilities are heightened in a virtual community of practice (vCoP) where multiple communities of practice (CoPs) intersect (Malzahn, 2011), refer to Figure 1. Messy problem solving typically resides outside the CoP as shown in Figure 3. As a result, problem solving is most effective at vCoP. The vCoP is the byproduct of CoPs’ boundary processes (Malzahn, 2011). Figure 3. Messy problem resides outside the boundaries of the CoP (Malzahn, 2011) 2.7 Cultivating a Community of Practice (CoP) scale The knowledge acquisition process emulates Polanyi’s and Lave’s master-apprentice situated learning system where collaboration and doing contributes to learning and retaining of knowledge (Polanyi, 1966), (Lave & Wenger, Situated learning: Legitimate peripheral participation, 1991). Our definition of a Community of Practice (CoP) incorporates McMillan’s and Chavis’s “Sense of Community” which includes membership, influence, integration & fulfillment of needs, and shared emotional connection (McMillan & Chavis, 1996). Membership implies the domain boundaries, sense of belonging / identification and shared artifacts. Influence suggests that power comes with expertise, openness of relationships and learning as well as trust. The Integration and fulfillment of needs is the routine collaboration that enhances the purpose of membership. Finally, the shared emotional connection amplifies the network of motivated members which grows with the well-defined purpose of belonging that builds trust. 19 The CoP as defined also magnifies the Social Learning System (SLS) structural elements of knowledge, community, learning and identity (Wenger, Communities of practice and social learning systems, 2000). The domain is the knowledge foundation and the network of motivated people which builds the community. The learning is through practice. It encompasses interactive sharing and negotiating relationships used to attain and produce knowledge. The mastering of artifacts promotes a belonging experience and in turn, the belonging experience affirms members’ identity. The definition also infers that the sustainability of a CoP depends on the perceived value of a CoP for the community members to learn and gain knowledge that aligns with the organizational vision (McDermott, 2000). Above all, trust binds all four of the SLS structural elements (knowledge, community, learning and identity) because trust enables the collaborative effort as well as open communication and negotiation. 20 CHAPTER 3 RESEARCH METHODS The concept of a CoP is accelerating in popularity in the KM segment, but the research in this field is relatively new and limited to multiple interpretations (Li, Grimshaw, Nielsen, Judd, Coyte, & Graham, 2009) (Roberts, 2006). The theoretical strength of CoP has been widely embraced (Wenger, 1998), (Wenger, McDermott, & Snyder, 2002), (Chu, Shyu, Tzeng, & Khosla, 2007), (Iverson & McPhee, 2008) with only observation-focused field studies (Cadiz, Sawyer, & Griffith, 2009). The pragmatic issues and the lack of CoP measurements remain in the literature (Handley, Sturdy, Fincham, & Clark, 2006) (Cadiz, Sawyer, & Griffith, 2009). This research develops a scale to quantify the attributes of Community of Practice that is augmented by a theoretical functional model (IDEF0 model of “Cultivate a Community of Practice”). What is missing in the literature is a pragmatic process of looking inside the black box of a CoP. Nousala and Hall (2008) stated that a CoP is a complex knowledge-based community that is poorly assessed. It is from the KM practitioners’ perspectives that the specific functions of a CoP are evaluated. The CoP functionality model will improve managerial effort to emulate a CoP. The informal structure of a CoP requires a different managerial effort to germinate the hidden sources of knowledge development and integrate them into the organization structure to leverage its full potential (Wenger, McDermott, & Snyder, 2002). An individual’s knowledgesharing capacity is a complex issue. The knowledge does not transform easily into a corporation knowledge pool because it involves the complex issue of human behavioral-intention such as motivators, social-psychological forces, and organizational culture (Bock, Zmud, Kim, & Lee, 2005). 21 This thesis is an exploratory study to attempt to quantify the latent attributes of CoP that emerge from the IDEF0 functional decomposition of a CoP. attributes through multiple Bearden, & Sharma, 2003). indicators (questionnaires) The indirect assessment of the is scale development (Netemeyer, The concepts of scale dimensionality, reliability and validity are parts of the process of developing a “Cultivate a CoP” scale. 3.1 Research Design for “Cultivating a CoP” scale The scale for measuring a CoP does not exist. insight to a CoP. The in depth literature reviews provide The result is a pool of items that describe “Cultivate a CoP”. The finalized items guide the CoP construct definitions and survey questionnaires. The research objective of this study is to quantify the unobservable theoretical constructs (attributes) for assessment of a CoP. Scale development is a quantitative measurement concepts and methods (DeVellis, 2003). Netemeyer, Bearden and Sharma recommended a four-step scale development (Netemeyer, Bearden, & Sharma, 2003): 1. Define constructs and content domain; 2. Evaluate measurement items; 3. Design and conduct studies to develop and refine the scale; 4. Finalize the scale. 3.2 Construct definition and content domain This research uses 18 experiential questions in a survey to assess six specific latent constructs of a CoP. Latent Constructs of a CoP are not directly observable (Netemeyer, Bearden, & Sharma, 2003). The 18 questions are the indicators or attributes of the unobservable six latent constructs. The assumption is indicators are measurable and observable. Latent constructs are factors in this study. Besides the 18 indicators, the survey includes the assessment of participation level (PL). PL is used to gauge if the variance of the measuring scale is correlated with community members participation rate. It is not part of the measuring scale. The 22 correlation analysis is discussed in section 4.5.1. The research strategy is to develop the construct definition and content domain focuses on system structural analysis (SSA). The system is a CoP. The SSA is IDEF0 modeling. IDEF0 emulates the theoretical network of Nomological that seeks to confirm theoretical concepts (Campbell, 1960) (Netemeyer, Bearden, & Sharma, 2003). As defined by Campbell, Nomological validity is the step to confirm the predictions from a formal theoretical network such as a CoP. 3.3 Generating and consolidating measurement items The Mind Map as shown in Appendix A documents the results of literature reviews. The IDEF0 readers and writers iterative review process judges and generated measurement items (factors and indicators). The item pools (concepts for IDEF0) are shown in Appendix B. The initial cultivating CoP indicators are 74 items. After the IDEF0 iterative Author/Reader cycle, there are 15 finalized indicators. Refer to Appendix C. 3.3.1 IDEF0 IDEF0 is a formal syntactical functional modeling tool based on SADT (Structured Analysis and Design Technique) that is a graphical representation with system description (Ross, 1977). It is a top-down hierarchic decomposition model that describes the system “outside in” through the focus of system tasks description. IDEF0 model is built on the premise of “M models A if M answers questions about A.” as express by the pioneer of IDEF0, Douglas Ross. As a result, it is commonly used at the earliest stage of system development process with multiple hierarchic sets of system description diagrams (Marca & McGowan, 1993). IDEF0 is constructed with a “SA” (structured analysis) box that bounds the box as “under control, input is transformed into output by the mechanism” as shown in Figure 4. The quality 23 assurance of IDEF0 is done through the iterative peer review processes of Author/Reader Cycle. It is a vigorous activity knowledge model that focuses on the happenings of a system (Marca & McGowan, 1993) and intensive literatures review. Figure 4. SA box of IDEF0 with input, control, output and mechanism (ICOM) The IDEF0 process begins with defining a viewpoint of system, defining purpose and generating system analysis questions that the IDEF0 model needs to answer. The viewpoint of “Cultivating a CoP” is from researcher or manager of knowledge management. purpose is to describe the relationship of functions in an effective CoP. The essential The samples of questions are shown in Appendix D. It is enterprise architecture. Architecture represents conceptual components, relationships and principles. Domain, community, practice and trust are the attributes of a “Cultivating a CoP”. The IDEF0 functional decomposition reflects the same outcomes. The study and research of “Community of Practice” was summarized in a Mindmap (Nast, 2006) as shown in Appendix A. The Mindmap translates all the attributes of a CoP to 121 initial pool of items. After the functional decomposition, the result is 15 ICOMs (Input, Control, Output, and Mechanism) from the IDEF0 model. The ICOMs delineate the “Cultivating a CoP” model based on our definition and is illustrated in Figure 5. 24 Figure 5. IDEF0 Model - A1 Cultivating a CoP 3.3.2 ICOMs and Constructs The four factors of the “Cultivating a CoP” scale are: 1. Domain - Shared practice; 2. Practice - Artifacts; 3. Community - Motivated participants; 4. Trust - the binding catalyst of CoP. The rest of the 11 ICOMs are indicators of the elements: boundary, brokers, competence, competence participants, domain knowledge, experience, Interaction (routine), organizational objective/goal, relationship, shared vision/purpose and time/commitment. APPENDIX E shows the circular view of the non-directional relationships of the 15 items. The circle represents the factors or constructs and the branches are indicators. The definition of the items is listed in Appendix F - Glossary. Expanding on the four “Cultivating a CoP” elements (Artifacts, Shared Practice, Motivated participants and Trust), the proposed Cultivating a CoP scale has six constructs: 1. 25 Convey domain, 2. Motivate participants; 3. Build artifacts; 4. Share expertise; 5. Grow trust; 6. Align vision. As compared to Cadiz, Sawyer and Griffith’s Experienced CoP scale where the constructs are open communication, shared vocabulary, remembering previous lessons, and learning from each other (Cadiz, Sawyer, & Griffith, 2009), the Cultivating a CoP scale taps onto all four of their constructs and produces greater granularity. “Open communication” implies Trust; “Shared vocabulary” is part of the community artifacts. Artifacts include not only “Shared vocabulary” but also rituals, symbols and specific knowledge. “Remember previous lessons” is enhanced by domain communication. What can better boost learning from each other than congregating a group of motivated participants with shared artifacts, expertise and trust? Our model focuses on intra-organization CoPs; hence, it is critical to align a CoP’s purpose with the organization vision. 3.3.3 Content validation In science, validity is the magnitude of how accurate the concept and measurement agree with the theory (DeVellis, 2003). The content validity is justified by the discipline of IDEF0 author/reader review cycle. The author/reader review cycle consists of 5 members (2 professors and 3 graduate students) and 3 review iterations. The author of the IDEF0 model prepared a review kit that consists of a cover sheet, model node tree, model summary, purpose, viewpoint, functional decomposition diagrams, function description and glossary. The literature review supplements the function description as well as the relationships among indicators. Review iteration includes examination of theoretical accuracy and resolution of discrepancies. 3.3.4 Summary of Constructs and Indicators Constructs are the dependent variables and indicators are independent variables. Table 1 26 summarizes the variables for the structure of “Cultivate a CoP” survey. Each construct has three (3) measurable indicators except participation level has one (1) measurable indicator. The following are the definitions of each constructs of the “Cultivating a CoP”: TABLE 1 SUMMARY OF CONSTRUCTS AND INDICATORS Construct Participation Level Convey domain Motivate participant Build artifacts Share expertise Grow trust Align vision I. Abbreviation PL1 CD1 CD2 CD3 Indicator Participation level Common interest Common experience Role definition MP1 Diversified activities MP2 MP3 BA1 BA2 BA3 SE1 SE2 SE3 GT 1 GT 2 GT 3 AV1 AV2 AV3 Active participants Commitment Special language Mutual engagements Documentation Sharing environment Boundaries process Mentoring process Belonging justification Reciprocal benefit Differences acceptance Learning opportunities Personal goal Leadership effectiveness Level of participation: Typically, members journeyed and matured through three emerged levels of participation: peripheral (not active), active and core (exceptionally active). The ratios of memberships were 65-70% peripheral members who were onlookers; 15-20% active members who were regular knowledge contributors; 10-15% core members who were the pillars and momentum of CoP (Borzillo, Aznar, & Schmitt, 2011).. The core members possessed genuine specialized domain knowledge and experience to equip them with the abilities to evaluate the depth of members’ practice and matching up the needs or levels of members. They played the roles of leaders, facilitators and knowledge broker; as well as responsible for the cohesiveness, growth and success of 27 the practice within the community. Core members nurtured members’ will to learn, motivation, sense of belonging and commitment that were critical to the success and growth of a CoP (Borzillo, Aznar, & Schmitt, 2011). At each stage, each type of members plays a different role and had different status for effective interaction and sense of identity among the network of people. Participation behavior influences a CoP’s group dynamic and performance. It is important to gauge participants’ level of involvement as it affects the assessment responses. II. Convey Domain: Domain knowledge is CoP’s interest or common practice. It includes specialized skills, competencies, lessons learned, experiences and routine knowledge (Sarirete, Chikh, & Noble, 2011). A CoP is a learning system with intertwined communicative web that binds its members together (commitment) to sustain its growth and performance through mutual domain communication and interaction. Domain communication is a nurturing process and it establishes the boundary of the CoP practicing domain. A clear understanding of such domain improves members’ commitment and participation. It also affirms members’ identities and needs to learn. III. Motivate participants: Motivation is the required element for the effective exercising of knowledge sharing, creating and applying. In a CoP, the levels of participation are mostly voluntary. Its synergy can be driven by participants' motivation to share, create and apply knowledge. Motivation has a positive relationship with commitment. Motivated participants are committed and active. Their needs of reciprocal contributions and learning are met. They also have a tendency to contribute and commit willing to explore and learn. The drive of exploration and learning facilitates knowledge application in the CoP. 28 They are also keen to participate voluntarily in knowledge sharing activities. It is a discretionary effort of the participants. The resulting outcomes behind the motivation are creativity and effective learning experience that contribute to positive intention of sharing (Nesheim et al., 2011). Consequently, they are capable of influencing a positive shared culture of learning behaviour. IV. Build artifacts: Artifacts can be a community’s specific vocabularies, unarticulated custom, symbol of membership identification, and unique indication for the problem and solution identification (Schenkel & Teigland, 2008). They are the by-product of mutual engagement. The sustainability of a CoP depends on the accumulated community artifacts because they are the learning resources and identity of a CoP. V. Share expertise: Share expertise is a communicative process to enhance the socially defined learning through a CoP. The autonomous knowledge cultivating process within a CoP is through a reciprocal sharing experience. It defines the comfort zone for domain knowledge practicing, sharing and creating. Participants of a CoP have different level of involvements and contributions. Thus, three types of memberships or participants: peripheral (onlookers), active members (regular knowledge contributors), and core members (leaders and experienced knowledge contributors). Any of the above types of memberships can be identified as a broker of the CoP. The brokers are the knowledge mediators and are capable of bridging different CoPs. They provide the flow of communication among cross-disciplinary projects, boundary interaction (visits, discussions and sabbaticals) and boundary objects (artefacts, discourses and shared processes) (Wenger, 2000). In addition, they do not directly belong 29 anywhere and may not contribute to any specific outcomes but provide needed support for the connection between different practices. The process of brokering knowledge also develops the infrastructure of the CoP boundary. It is a crucial element of the boundary process where meaning is negotiated, connection is bridged, and coordination is established. A successful brokering process enhances mutual engagement, negotiation of joint enterprise and shared practice. VI. Grow trust: The key element of fostering the level of participation and sharing experience is trust (Chiu, Hsu, & Wang, 2006). It removes barriers to relationships and provides opportunities to open communication (Davenport & Prusak, 1998). Trust is a very sticky issue for CoP because it binds the community and practice of CoP. It also manifests the quality of knowledge exchange. Without trust, the reciprocal of contributing process will be hindered (Blau, 1964). VII. Align vision: The vision defines what is important to a CoP. It provides information about the added value for joining the community. Hence, it contributes to the critical sustainable effort and the member bonding process. It also forms the structure for leadership initiatives and motivation (Nesheim, Olsen, & Tobiassen, 2011). Members are not tied together with strict rules but with a shared vision. Each member possesses his or her own view of the CoP and the definition of shared competencies and members' identities. The vision of a CoP will be driven by solving problems and executing tasks to create CoP’s memory reservoir as knowledge assets. This leads to the process of knowledge capitalization to increase members' competencies (Sarirete, Chikh, & Noble, 2011). Vision must align with participants' needs in order to trigger the connection of the 30 intrinsic motivation of the participants (Nesheim, Olsen, & Tobiassen, 2011). Once the connection is established, a positive relationship between learning and participation takes place to unearth learning opportunities and problem solving synergies. It also increases the potential for new emerged knowledge application and improves the competence of participants. 3.4 Survey Set Up and Design The format for measurement is a multiple-dimension survey. It is a Likert-type – 1-5 scale where 1 is Strongly disagree and 5 is Strongly agree or 1 is Not active and 5 is Exceptionally active. The odd number equal weighted response scale has a mid-point neutral response (3 – agree) (DeVellis, 2003). The survey was distributed to two different CoPs through an on-line Google® Form. The screen shot of the first page of Google® on-line survey is shown in Appendix G. The webmaster of the CoP sent the survey to its master e-mail distribution list. The chosen CoPs are Wichita Chapter of APICS (Association of Operations Management) and Wichita Chapter of SWE (Society of Women Engineers). Both were chosen because they met our definition of a CoP and they resemble an autonomous small-scale intra-organization knowledge network. The purpose and contribution of the survey were presented to both APICS and SWE Board of Directors to gain the core members’ approval and support for members’ participation. The sample of request for survey distribution and participation is in Appendix H. Appendix I is the layout the survey introduction and purpose. on-line surveys. Appendix J lists the links to different Google® Appendix K is the survey of “Cultivating a CoP”. Participants were given a week to submit the survey electronically. The survey results were compiled in real time through Google® Spreadsheet as soon as participant submitted it. 31 The tabulated responses from the survey are imported to SPSS with two different samples (APICS and SWE). The reliability and validity of the theoretical attributes of CoPs are examined. The correlation of indicator confirms constructs or factors. Factors reliability, factor loading and factor reduction are analyzed through Factor analysis. The result provides justification of a CoP’s structure and measurement scale. 3.5 Conducting studies to develop and refine the scale 3.5.1 Sample Size and Population The general scholar suggestions of minimum sample size to achieve accurate claim of factor analysis in a population are number of cases and variable-to-subject ratio (MacCallum, Widaman, Preacher, & Hong, 2001); (Velicer & Fava, 1998). MacCallum et. al. suggested rule of 200 for sample size (at least 200 cases) and Nunnally suggested rule of 10 of subjects-tovariable (STV) ratio (Nunnally, 1979). The rule of 10 STV ratio is at least 10 cases for each indicators. This research has eighteen (18) indicators for six (6) factors (latent constructs). The rule of 10 will imply a sample size of at least 180 cases or survey participations in order to achieve meaningful factor analysis. From the two (2) selected CoPs’ population, APICS has 238 participants’ e-mails while SWE has 56. Unfortunately, the survey participation rate was not even close to the 200 necessary. Of the 238 APICS members on the email list, 17 responded to the survey which represents a 7% response rate. Of the 56 SWE members on the email list, 11 responded to the survey which represents a 20% response rate. The overall response rate for the survey was 10%. 3.5.2 Factor Analysis Factor analysis is a statistical technique for identifying clusters of factors that explain the 32 variation and correlations among variables or measures (Green & Salkind, 2011); (Field, 2009). The variables are quantifiable. Factor analysis reduces the number of variables to a smaller set of factors. The finalized factors represent the system construct and reflect different or smaller dimensions of the conceptualized theory. The applications of factor analysis are to define indicators, define dimension and select scale (Green & Salkind, 2011). Indicator definition clarifies the structure of variables. Dimension definition develops and eliminates overlapping factors. Scale selection quantifies latent variables. Our research samples are too small and SPSS cannot run the Exploratory Factor Analysis (EFA). The correlations or R-Matrix of indicators (variables) are evaluated to justify for internal construct reliability, factor reduction and indicators or questionnaires evaluation. The internal construct reliability is how accurate the indicators explain the factors (indicators definition). Factor reduction will determine the dimensions of constructs, internal reliability of constructs and scale refinement. Finally, the validation of the questionnaire effectiveness is justified. 33 CHAPTER 4 RESULTS 4.1 The data set This research developed an 18-item questionnaire with 6 pre-defined constructs concerning how to “Cultivate a CoP”. Each construct has 3 variables or indicators. 6 constructs yield 18 indicators or items. When completing the questionnaire, survey participants indicate the degree to which of how they agree to each experiential item. Participants respond to the item on a 5-point scale, with 1 = Strongly disagree to 5 = Strongly agree. The 18-item indicators (attributes) to the constructs are shown in Table 2. TABLE 2 CONSTRUCTS AND QUESTIONNAIRES Construct Convey domain Motivate participants Build artifacts Share expertise Grow trust Align Vision Variables Q uestionnaire CD1 I know the common interest of Wichita APICS. CD2 I can relate to other Wichita APICS members' professional experience. CD3 I know my role as a participant in Wichita APICS. MP1 Wichita APICS offers a great variety of activities. MP2 I am a frequent contributor to Wichita APICS's efforts to realize its vision. MP3 I value the time spent with Wichita APICS participants. BA1 Wichita APICS participants use special APICS acronyms. BA2 Wichita APICS has activities at times that I can attend. BA3 Wichita APICS keeps records of lessons learned. SE1 Sharing professional expertise within Wichita APICS is easy. SE2 Wichita APICS has participants from different industries. SE3 Experienced participants of Wichita APICS like to share their professional expertise. GT 1 I feel comfortable sharing professional problems with Wichita APICS participants. GT 2 T he shared expertise from Wichita APICS participants benefits my professional needs. GT 3 Wichita APICS welcomes different ideas. AV1 Wichita APICS produces valuable personal learning opportunities. AV2 My goal for joining Wichita APICS is met. AV3 T he leadership team of Wichita APICS provides effective services to me. 34 4.2 The research question The data analysis of the survey results are designed to answer the following three research questions: 1. Are there six (6) dimensions underlying the 18 indicators for “Cultivate a CoP”? 2. What is the overall scale reliability? 3. What item(s) or scale(s) should be included in the in a “Cultivate a CoP” measure? 4.3 Participants’ involvement levels According to Borzillo et. al., 70% of participants are peripheral members, 20% of participants are active members and 10% of participants are core members or leaders. The classification of the measuring scales is 1-2 peripheral members, 3-4 active members and 5 core members. The rating is 1: Not active to 5: Exceptional active. Table 3 tabulated the count of the survey participant involvement by classification for both Wichita APICS and Wichita SWE. TABLE 3 PARTICIPANT INVOLVEMENT CLASSIFICATIONS AND COUNT FOR APICS AND SWE SURVEY PARTICIPATION RATE Combined APICS 1-2 Borzillo data 70% 57% (16) 71% (12) 36% (4) 3-4 20% 25% (7) 18% (3) 36% (4) 5 10% 18% (5) 12% (2) 27% (3) Level Total 28 SWE 17 11 The responses from Wichita APICS represent a predicted CoP membership classification while the responses from Wichita SWE do not. As shown in Figure 6, Wichita APICS’ survey participants are evenly represented by each category of involvement level but Wichita SWE’s survey participants are not evenly represented. Survey participants of SWE are skewed toward core and active members. This observation will be helpful for the interpretation of the correlation among indicators of constructs. 35 80% 70% Borzillo data 60% Combined 50% 40% APICS 30% SWE 20% 10% 0% 1-2 Peripheral 3-4 Active Power (Borzillo data) 5 Core Figure 6. Percent by members’ involvement category 4.4 Survey results for Wichita Chapter of APICS and Wichita Chapter of SWE Table 4 and Table 5 are the survey results from Wichita Chapter of APICS and Wichita SWE: TABLE 4 SURVEY RESULTS FROM WICHITA CHAPTER OF APICS ID LP1 CD1 CD2 CD3 MP1 MP2 MP3 BA1 BA2 BA3 SE1 SE2 SE3 GT1 GT2 GT3 AV1 AV2 AV3 1 5 5 5 3 5 5 5 5 5 5 4 4 5 5 5 5 4 5 4 2 1 5 5 4 5 1 3 5 5 5 3 5 4 4 5 3 5 5 5 3 1 3 4 1 3 1 3 2 4 3 3 3 2 4 4 3 4 3 3 4 1 2 2 2 4 1 4 3 4 2 4 4 5 5 4 5 4 3 3 5 4 5 5 5 3 5 5 4 5 4 3 5 5 5 4 4 4 5 4 6 1 4 4 3 3 1 3 3 3 3 4 5 4 4 4 4 4 3 4 7 3 4 4 2 3 1 3 3 4 3 1 3 1 3 3 5 3 1 3 8 2 4 5 3 4 2 4 5 5 3 3 4 4 4 4 4 4 4 4 9 2 2 1 2 5 3 2 3 5 1 5 5 5 5 5 5 4 1 1 10 2 3 4 3 4 2 4 3 3 2 3 4 4 3 3 4 3 3 3 11 2 2 4 2 2 1 3 4 4 3 3 4 4 4 4 3 3 2 4 12 1 5 5 5 3 1 5 5 5 3 5 5 5 5 5 5 5 5 5 13 2 3 5 4 5 2 1 5 5 3 4 5 4 3 3 5 5 3 3 14 1 4 4 4 2 1 2 4 2 2 2 4 4 3 4 4 4 2 4 15 5 5 5 5 3 5 5 5 5 4 5 5 4 5 4 5 5 4 5 16 1 2 1 1 3 1 3 3 2 2 3 2 4 1 1 3 3 1 1 17 4 4 5 4 4 3 4 3 4 4 4 4 4 5 4 4 4 4 4 36 TABLE 5 SURVEY RESULTS FROM WICHITA CHAPTER OF APICS ID CD2 CD3 MP2 MP3 BA1 BA2 BA3 SE2 SE3 GT2 GT3 AV1 AV2 AV3 1 2 4 4 3 1 3 3 3 4 1 3 5 5 3 4 5 4 3 4 2 4 4 2 4 4 5 5 3 4 3 4 5 5 5 4 4 5 5 4 3 2 5 2 3 2 3 4 2 3 2 5 4 5 2 3 3 2 4 4 4 4 5 5 5 4 5 4 3 4 5 3 3 4 4 4 5 3 4 4 5 4 4 4 4 3 5 5 4 4 3 5 5 4 4 4 5 5 5 5 6 5 5 5 5 5 5 5 3 5 4 4 3 5 5 4 4 5 4 4 7 5 5 4 5 4 5 5 4 4 2 1 4 4 5 5 3 5 5 5 8 5 5 5 5 5 5 5 5 5 5 5 4 5 5 5 5 5 5 5 9 1 5 5 4 1 3 5 3 4 5 5 4 3 5 5 5 5 4 5 10 4 5 4 5 4 5 4 3 2 3 4 3 5 4 4 4 4 4 4 11 2 5 4 3 2 5 4 4 5 1 1 4 1 1 1 1 3 1 1 4.5 LP1 CD1 MP1 SE1 GT1 Data Analysis Scale reliability is the shared variance that contributes to the measurement of latent construct. Internal consistency reliability assesses whether the measurement actually assesses what it intends to measure. Logically, the items in a scale that have strong relationships to a latent construct will also have a strong relationship to each other. correlated are measuring the same cause (same latent construct). Thus, items that are highly The dimensionality of a multidimensional scale (multiple constructs) consists of a set of items that correlate well with each other (clustering of highly correlated items implies the same dimensional scale or measuring the same construct) (DeVellis, 2003). The formula for Pearson’s Product-Moment Correlation Coefficient (r) is as follows: (∑ )(∑ ) ∑ √( ∑ (∑ ) ) (∑ (∑ ) ) where X and Y are the measuring variables and N is the sample size (Jackson, 2011). Effect size (ES) is the estimated measure of the magnitude of an observed effect (Field, 37 2009). The conventional definition of ES is as follows: small: r = .1, medium: r = .30, large: r = .50 (Cohen, 1988). The square of the correlation provides the fraction of the construct variation that is accounted for by the linear relationship with the indicator or predictor (Green & Salkind, 2011). For example, r2 =.09 medium effect size – 9% of the variance of the dependent variable is attributable to the independent variable. 4.5.1 SPSS correlation analysis SPSS analyzes the survey results from Wichita Chapter of APICS with “Correlation” function and generated the R-matrix known as Pearson Correlation Coefficient (r). The results of r with the p-values are shown in Appendix L. The Wichita SWE data set will not be evaluated because of non-representative participant pattern. The majority of SWE survey participants are Core members or active members while the CoP participant pattern should be made up with majority of peripheral members (70%) (Borzillo, Aznar, & Schmitt, 2011). Correlation coefficients were computed among the eighteen (18) CoP experiential scales. At the significant level of p= .01, internal consistency reliability is high for the following constructs: Convey Domain, Share Expertise and Align Vision. At the significant level of p= .05, Convey domain, Share expertise, Grow trust and Align Vision. At the p = .05 level, only Motivate participant and Build artifacts scales are not reliable in predicting their respective constructs. Refer to Appendix L for correlation and p-values. Table 6 tabulated the average intra-correlation of the predicting group scale to the constructs. It assesses the internal consistency reliability, thus implies the credibility of the three (3) assigned indicators to the construct. Convey domain has the highest reliability of raverage = .72 while Motivate participant has the lowest reliability of raverage = .24. “Convey domain”, “Align vision”, “Share expertise” and “Grow trust” have HIGH ES; “Build artifacts” has MEDIUM ES 38 and “Motivate participant” has LOW ES. TABLE 6 THE AVERAGE WITHIN (INTERNAL) CORRELATION OF APICS SURVEY RESULTS Average WIT HIN Correlation Constructs Convey Domain 0.72 Align Vision 0.63 Share Expertise 0.57 Grow T rust 0.51 Build Artifacts 0.40 Motivate Participant 0.24 Table 7 is the average between correlations among the six constructs. dimensionality. It assesses Build artifacts and Align vision correlate highly with Convey domain. vision correlates highly with Build artifacts. Align The high correlation between constructs implies an overlapping of measurement scales or dimensions. The justification of each indicator scale or factor reduction and dimensionality will be evaluated in next section. TABLE 7 R-MATRIX -AVERAGE BETWEEN CORRELATIONS AMONG THE SIX “CULTIVATE COP” CONSTRUCTS Convey domain Motivate participant Build artifacts Share expertise Grow trust Align vision Convey domain 1 0.27 0.51 0.25 0.32 0.68 Motivate participant Build artifacts Share expertise Grow trust Align Vision 1 0.32 0.30 0.29 0.27 1 0.28 0.34 0.54 1 0.43 0.39 1 0.40 1 RED INK: High Effect Size. Using the Bonferroni approach to control type I error across 153 correlations, a p value of less than .0003 (0.05/153 = .0003) is required for significance. If Bonferroni is enforced, only “Convey domain” demonstrates intra-reliability while the rest of the predictors are not significant. For inter-correlation, “Convey domain” and “Align vision” have significant r value 39 for overlapping measurements. Thus, the six (6)-dimension scale needs to be evaluated. The yellow highlights in Appendix M are for p< .0003. With a sample of N=17, type II error is considered by increasing the p-value to 0.1 to justify for intra-reliability. “Motivate participant” and “Build artifact” do not demonstrate evidence that they measure their constructs adequately. “Convey domain” has a significant correlation with “Build artifacts” and “Align vision”. “Build artifact” and “Align vision” has significant correlation. “Grow trust”, “Share expertise” and “Align vision” have significant correlations with each other. The significant correlation implies dimensionality overlapping. As mention in section 3.2, “Participation Level” (PL) is not part of the indicators for the six (6) measured dimensions. PL correlations to each of the indicators are assessed separately as shown in Table 8. At p < .01, MP2 correlates highly with Participation level (PL); at p < .05, CD1 also correlates highly with PL. CD1 and MP2 questionnaires need to be reevaluated for what it is measured because they overlapping the measurement of “Participation level” (PL). The rest of the measuring scales are independent from PL. As a result, the variance of the measuring scale is not affected by the PL. PL will not affect the results of the scale. 40 TABLE 8 PEARSON CORRELATION BETWEEN PARTICIPANT LEVEL (PL) AND OTHER INDICATORS Correlations CD1 CD2 CD3 MP1 MP2 MP3 BA1 BA2 BA3 SE1 SE2 SE3 GT 1 GT 2 GT 3 AV1 AV2 AV3 Pearson Correlation PL .475 * Sig. (2-tailed) .046 Pearson Correlation .362 Sig. (2-tailed) .140 Pearson Correlation .377 Sig. (2-tailed) .123 Pearson Correlation .134 Sig. (2-tailed) .597 Pearson Correlation .877 ** Sig. (2-tailed) .000 Pearson Correlation .425 Sig. (2-tailed) .079 Pearson Correlation .340 Sig. (2-tailed) .168 Pearson Correlation .463 Sig. (2-tailed) .053 Pearson Correlation .413 Sig. (2-tailed) .089 Pearson Correlation .185 Sig. (2-tailed) .462 Pearson Correlation .110 Sig. (2-tailed) .665 Pearson Correlation .080 Sig. (2-tailed) .752 Pearson Correlation .453 Sig. (2-tailed) .059 Pearson Correlation .189 Sig. (2-tailed) .454 Pearson Correlation .394 Sig. (2-tailed) .106 Pearson Correlation .060 Sig. (2-tailed) .812 Pearson Correlation .343 Sig. (2-tailed) .163 Pearson Correlation .269 Sig. (2-tailed) .280 **. Correlation is significant at the 0.01 level (2-tailed). *. Correlation is significant at the 0.05 level (2-tailed). Yellow highlight is significant at the .05 and .01 level (2-tailed) 41 4.6 Finalizing the scale The intra-reliability as shown in Table 9, “Build Artifacts” and “Motivate Participants” fail to measure what they intend to measure. BA1, BA2, BA3 and MP1, MP2, MP3 questions are evaluated to determine why they fail to measure “Build Artifacts” and “Motivate Participants”. constructs. Table 8 provides the re-evaluation of affected questions with respect to their The details of significance correlation values are identified by a red circle in Appendix M. TABLE 9 EVALUATION OF NON-RELIABLE INDICATORS Construct Motivate participants Build artifacts Variables Q uestionnaire Evaluation MP1 Wichita APICS offers a great variety of activities. Assess activities NOT participants MP2 I am a frequent contributor to Wichita APICS's efforts to realize its vision. MP3 I value the time spent with Wichita APICS participants. BA1 Wichita APICS participants use special APICS acronyms. BA2 Wichita APICS has activities at times that I can attend. BA3 Wichita APICS keeps records of lessons learned. Overlap measurement with “Grow Trust” – GT 1 Assess contribution Overlap measurement with “Build Artifacts” – BA3 and “Align Vision” – AV2 Assess time Significant correlation at p < .05 between MP2 and MP3 Significant correlation at p < .05 between BA1 and BA2 Overlap measurement with “Align vision” and “Convey domain” Assess activity and time Overlap measurement with “Share expertise”, “Grow trust” and “Align vision” Overlap measurement with “Convey domain” and “ Align vision” The R-matrix as shown in Table 7 reveals high average inter-correlation among “Convey domain”, “Build artifacts” and “Align vision”. evaluation for overlapping measurement. The dimensionality of all three requires Table 10 tabulates the overall issues about the three (3) constructs might be measuring the same dimension because of high average inter-correlation. For example, “Align vision” overlaps with “Build artifacts” and “Convey domain”. The definition of “Align Vision” is not clear. It should be measuring the alignment of community’s vision with work organization’s vision (the organization that participants work). 42 The community can cross work organization boundaries but its vision should align with work organization’s vision. This ensures legitimatized support from work organization and could gain time and financial support from work organization (Wenger, McDermott, & Snyder, Cultivating communities of practice, 2002). The proper alignment between the two visions improves the sustainability of the CoP. TABLE 10 EVALUATION OF DIMENSIONALITY Construct Variables CD1 Convey domain CD2 CD3 Build artifacts Align Vision Definition Evaluation I know the common interest of Wichita APICS. I can relate to other Wichita APICS members' professional experience. I know my role as a participant in Wichita APICS. BA2 Wichita APICS participants use special APICS acronyms. Wichita APICS has activities at times that I can attend. BA3 Wichita APICS keeps records of lessons learned. AV1 Wichita APICS produces valuable personal learning opportunities. BA1 AV2 AV3 My goal for joining Wichita APICS is met. T he leadership team of Wichita APICS provides effective services to me. 43 Development of clear definitions of domain, artifacts and vision is critical in developing the questionnaires CD3 – role implies leadership for AV3 AV3, AV2, BA2 and CD3 – leadership effectiveness “Align vision” has overlapping measuring with “Convey domain” and “Build artifacts”. T he definition of vision is organization vision not community vision therefore “Align vision” is assessing the wrong construct of “Vision”. CHAPTER 5 DISCUSSION, LIMITATION AND FUTURE RESEARCH The chapter summarizes the discussion of theoretical and practical implications, the research limitation and suggestion for future research. 5.2 Theoretical Implication The theory of CoPs as a knowledge network requires scientific validation. A “Cultivate a CoP” scale is developed to assess the abstract inter-relationships among the CoP latent attributes that claim to enhance a knowledge-sharing process. The results of the exploratory study that attempts to quantify a CoP will increase the efficiency of knowledge management (KM) and knowledge production. The IDEF0 model of “Cultivate a CoP” mines the inner working of the tacit knowledge harvesting mechanisms. The finalized activities (functions) and attributes extend the scale development of “Cultivate a CoP”. The exploratory on-line survey of “Cultivate a CoP” enables the quantification of the relationships among the constructs of a CoP. In return, the efficient management of a CoP is one-step further toward completing measurement of a knowledge network. The limited exploration could benefit from a larger sample factor analysis. Four out of the six constructs are statistically reliable in measuring “Cultivate a CoP. The four constructs are “Convey domain”, “Share expertise”, “Grow trust” and “Align vision”. Statistically, their indicators (questions) are reliable in measuring them. Domain, Collaboration, Trust and Vision are the critical binding factors for cultivating a CoP. Thus, their measurements provide important guidance for the community’s cultivation effort. 5.2 Practical Implication This research is an exploratory pilot study of the scale development of a CoP. 44 The reliability study suggests reevaluation of the two (2) proposed constructs (Motivate participants and Build artifacts) and dimensional issues of Align vision with Convey domain and Build artifacts. The response rates and sample sizes for this research are too small for meaningful factor analysis. The Pearson correlation provides meaningful statistical analysis of internal reliability and dimensionality of the scale. The main contribution of this research is the creation of a pragmatic functional model and an organized constructive measuring scale of a CoP. The scale also enables knowledge practitioners and community leaders to monitor and assess the maturity of a CoP. The finalized constructs provide a guideline to fine tune the effectiveness and growth of a CoP. It also made the effort of cultivating such a dynamic learning system such as a CoP sustainable. 5.3 Limitations This research is a small-scale exploratory pilot study to attempt to validate the theory of CoP. The sample population is limited to non-organizational affiliated communities. The researcher tried to establish rapport with the community leaderships and explicitly explained the purpose of the CoP survey. The participation rate is low and limited to core and active members for Society of Women Engineer while APICS has a better distribution of types of participants but the response rate is only at 7%. Effort remains to boost participation rate and broader and more technical communities. Communities of practice are dynamic evolving groups. It could be unstable as it evolves over time as new members join and others leave. The communities also require effort for cultivation and they are built upon members’ relationships and needs. Desires to join and sustain memberships in such a community are subjective. success of CoP cultivation. 45 Cultivation and leadership are keys to the 5.3 Future Research The functional model and 5-point scale of CoP are the first steps toward quantifying a dynamic learning system of a community of practice. Future research will need to streamline the sample population to technical communities that are directly sponsored by organization. With the upper management enforcement and possibly reward incentive to boost the survey participation rate. This is a requirement to increase sample size for meaningful factor analysis. Full-scale factor analysis requires a sample size of at least 200 (MacCallum, Widaman, Preacher, & Hong, 2001). It moves beyond the Exploratory Factor Analysis (EFA) that this research is using for the data reduction (factor extraction) and pilot study. EFA prepares the data set for Confirmatory Factor Analysis (CFA). CFA finalizes and confirms a theoretical construct structure (Netemeyer, Bearden, & Sharma, 2003). indicators for multiple regression. It also computes factor loading from It structural path will be assessed by Structure Equation Modeling (SEM). Note, SPSS only supports EFA and a supplement package such as AMOS is required to run CFA (Albright & Park, 2009). Before the data set is ready for CFA, the measures that fail to capture the dimensions of the “Cultivate a CoP require item and face validity. The key concept in each question needs to have meaning evaluation for tie to construct and dimensionality. For example, “Motivate participants” MP1: “Wichita APICS offers a great variety of activities” should be modified to reflect the measurement for participants but not “Wichita APICS offers a great variety of activities”. It measures Wichita APICS and activities instead of “I” – the participant. The studied organizations or communities for future research should include work organizations’ communities but not non-work like communities such as APICS and SWE. The communities within or between work organization will have a shared drive to focus on high 46 technology or state of the arts practices. With this fundamental forming structure, the collected data among different work-communities could be combined. SWE focuses more on overall personal development that could be financial training to stress techniques to high tech career development. APICS focuses on specific supply chain development. It is suggested that communities within work organizations such as Bombardier and Cessna should be included for future study. 47 CHAPTER 6 CONCLUSION This research provides a structured functional view of a knowledge-transfer network with Community of Practice. The proposed effective knowledge-transfer attributes form a multi- dimensional measurement scale of “cultivate a community of practice”. The online survey with the reliability and validity studies are the first milestone toward a validated theory of community of practice. It furthers the research for tacit knowledge management by starting the process to provide a measuring instrument for an effective knowledge-sharing process. The sustainable effort for cultivating such as dynamic learning system is made possible with a tangible “Cultivate a CoP” functional model and a constructive roadmap to reiterate the pilot “Cultivate a CoP” scale. Future research will need to reiterate the scaling questionnaire and survey process. 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Journal of Engineering Valuatin and Cost Analysis: Special Iddue on Enterprise Engineering, 4(1), 15-36. 54 APPENDICES 55 APPENDIX A MIND MAP FOR DOCUMENTING RESULTS OF LITERATURE REVIEWS 56 APPENDIX B INITIAL ITEM POOL OF CULTIVATING A COP Input Purpose Motivated-Participants Core Group Practitioners Experience Knowledge T acit Explicit Do-It-A-Lot Control Barriers T ime Participation Resources Place Financial T ime Investment Management Support Management Empowerment Environment Learning Do-It-A-Lot Expert Opportunities Culture Value Learning Opportunities Motivation Personal Ownership Connection Do-It-A-Lot Strategy Business Investment People Relationship T rust Identification Found Participation Intentional Systematic Interaction Structure Informal Autonomous Role Understanding Relationship T rust Cultivation Purpose Output Knowledge Emerged Competencies Experience Deepen Accumulation Learning Ability Agenda Practice Development Community Autonomous Identity Identity Voice 57 Mechanism Activities Apprenticeship Coach Cultivation Relationship Community Strategy Business Documentation Knowledge Experience Practice Elicitation People Knowledge Interaction Conversation Storytelling Publicized Value Identity Community Seedlings Purpose Name Management Value Community Value Perceived Publicized Creation Learning Community Development Personal Community Legitimization Business Leadership Cultivation Core Fame Experience Knowledge Recognition Business Voice Decision APPENDIX C FINALIZED ITEM POOL OF CULTIVATING A COP Input Practice Control Output Practice Practice Mechanism Practice Experience Shared vision and purpose Domain knowledge Interaction Competence T ime and commitment Shared practice Motivated participants Artifacts Brokers Domain Shared practices Community Shared practices Motivated participants Domain Shared vision and purpose Domain Artifacts Boundary Community T ime and commitment Domain Domain Knowledge Interaction T rust Motivated participants Relationships Brokers Community Community Artifacts Brokers Boundary Events, channels and technology platform Competent participants Relationships 58 Events, channels and technology platform APPENDIX D IDEF0 PROCESS: VIEWPOINT, PURPOSE AND SYSTEM ANALYSIS QUESTIONS Project: CoP Node: CoP/A-0 Title: Purpose and viewpoint of community of practice (CoP) Viewpoint: researcher or manager of knowledge management Purpose: Describe the relationship of functions in effective CoP Questions: What is a CoP? How do you start it? How do you sustain it? What is its benefit? Who create it?- CoP identification How do you document the knowledge shared/emerged – the synergy? How do you recruit? What is knowledge? How does CoP relate to knowledge creation? Who do you recruit? Where does it take place/time? Why CoP/effectiveness? What makes people want to join and contribute? What SMEs to the CoP? How does it work? Who will manage it? What are the channels of communication? Where is the problem/solution space? What is the functional architecture of a CoP? 59 APPENDIX E THE CIRCULAR ORGANIC VIEW OF THE FINALIZED ICOMS 60 APPENDIX F IDEF0 - GLOSSARY Initiate Social Learning System: The context diagram of the model of "Initiate Social Learning System" is also known as the A-0 diagram. The A-0 diagram is shown in Figure 7. Experience, competence, motivated participants and boundary are transformed into emerged knowledge, competent participants, emerged boundary and identity by the activity "Construct SLS" that is enabled by leadership, motivation, brokers and interaction with the constraints of shared vision and purpose, and time and commitment. Shared Vision and purpose Time and commitment Experience Competence Motivated participants Boundary Construct Social Learning Sy stem A0 Emerged knowledge Competent participants Emerged boundary Identity Interaction Brokers Motivation Leadership Figure 7. A-0 Diagram: Initiate Social Learning System Motivation and leadership are tunnel mechanisms because they are the essential enablers for the model. It is a social network of knowledge management system that is capable of consuming, generating and applying knowledge. The ICOMs are: Inputs (I) - experience, competence, motivated participants and boundary; Constraints (C) - “vision and purpose” and “time and commitment”; Outputs (O) - emerged knowledge, competent participants, emerged boundary and identity; Mechanisms (M) - leadership, motivation, brokers and interaction. The 61 model of “Initiate SLS” begins with the understanding of each ICOM. Competence and Experience (I) - Competence is the expertise and domain knowledge or discipline of competent participants. It is historically and socially defined through the act of knowing as a way to display competencies. Knowing involves two components, first, the competence that our communities have accumulate over a period time and second, our on-going experience as a member of the world that extends way beyond a given community (Wenger, 2000). An enriched new experience can act as a catalyst to boost our competence. New meaning/knowledge or competence is negotiated through our participation experience. We participate by aligning our experience with the competencies of the new organization in order to display our competencies and be accepted as a member. (Wenger, 2000 & Nesheim et al., 2011). When experience and competence are in conflict, learning is maximized. As a result, the convergence between experience and competence produces deep expertise. The shared experience also improves one's identity with the community Motivated participants (I) - The motivated participants facilitate knowledge application in the CoP within the SLS. They are keen to participate voluntarily in knowledge sharing activities. It is a discretionary effort of the participants. The resulting outcomes behind the motivation are creativity and effective learning experience that contribute to positive intention of sharing (Nesheim et al., 2011). Consequently, they are capable of influencing a positive shared culture of learning behaviour. Through the level of participation, motivated participants can be ranked according to the following three tiers membership: peripheral, active and core. The peripheral members are onlookers; active members are regular knowledge contributors; core members are the pillars and 62 momentum of CoP (Borzillo et al., 2010). The core members make up the multiple forms of leadership and include thought leaders, networkers and documenters (Wenger, 2000). Boundary (I) - The boundary of a CoP is different from the traditional definition of organization boundary that is a lack of affiliation and implies limitation. Rather, it is fluid and accessible to its members. It is created by shared practices and domain knowledge. It could be defined as the comfort zone for domain knowledge practicing, sharing and creating. Different disciplines create their own set of boundaries through different experiences, histories, communication and capabilities (Wenger, 2000). Shared vision & purpose (C) - The vision and purpose define what is important to the community of SLS. It provides information about the added value for joining the community. Hence, it contributes to the critical sustainable effort and the member bonding process. It also forms the structure for leadership initiatives and motivation (Nesheim et al., 2011). Members of CoP are not tied together with strict rules but with a shared vision and purpose. Each member possesses his or her own view of the CoP and the definition of shared competencies and members' identities. The vision and purpose of CoP will be driven by solving problems and executing tasks to create CoP’s memory reservoir as knowledge assets. This leads to the process of knowledge capitalization to increase members' competencies (Sarirete et al., 2011). Within the SLS, vision and purpose must align with participants' needs in order to trigger the connection of the intrinsic motivation of the participants (Nesheim et al., 2011). Once the connection is established, a positive relationship between learning and participation takes place to unearth learning opportunities and problem solving synergies. Hence, it also increases the potential for new emerged knowledge application and improves the competence of participants. 63 Time & Commitment (C) -Time can be a crippling factor for the sustainability of a SLS. The failure includes not making time to perform the roles. Such operation consumes members' time from their regular job functions. Hence, the available time restricts the frequency of members' mutual engagement. Besides time, commitment is another critical factor that can hinder members' participation. The values of such engagement need to align with members' intrinsic motivations. Intrinsic motivation is the inherent tendency to exert one's desire to contribute or commit to explore and learn for betterment (Nesheimet al., 2011). Motivation has a positive relationship with the autonomous of willingness and commitment. Authors, Nesheim et al. (2011) argued that the intensity of the motivation contributes to the power of sharing and learning. The quality of sharing and learning in a CoP also improves because of the increased likelihood that the motivated participants will engage in discussions, ask questions, seek out relevant information, and look for solutions to the challenges they confront. Competent participants (O) - The motivated participants become competent participants who gain intellect assets, experience and contextual information (Fibuch & Van Way, 2011). The socially defined competent participants are experienced with the shared practice of the community. The dynamic learning environment of the SLS creates the co-dependency of competencies and experience (Wenger, 2000). Motivated participants mature through the confrontation of problems that are beyond the scope of the boundary of their competence or shared practice. Consequently, they are forced to explore and negotiate new learning opportunities to continue the quest of solving the problem. This process produces competent participants. Emerged knowledge (O) – Experience and competence are the key resources that the 64 motivated participants accumulate and grow within the SLS to forge the emerged knowledge. The SLS shared practices that are defined through the experience and competence are recognized and addressed through active learning initiation and gap identification. The recognition and addressing of emergent directions and opportunities are equally important. The awareness and addressing of gaps and opportunities give birth to the emerged knowledge. The gaps and opportunities identification process is at the boundary with the integration of community artefacts (Wenger, 2000). Emerged knowledge sustains the solution space for problem-solving and a newly emerged boundary with new domain knowledge. The emerged boundary (Fig. 8) is the expanded knowledge negotiation space that is the missing link between the problem identification/definition and the solution for a complex problem. The emerged boundary and knowledge are the newly learned or defined competencies that are previously inaccessible to the members. Emerged boundary (O) - When the different boundaries cross each other, new competencies and new experiences are found. At this intersection of multiple boundaries, a new boundary emerges as shown in Figure 8. This newly emerged boundary is where learning is at the peak (Wenger, 2000) because of the introduction of new experience and competence. Figure 8. Emerged boundary where different disciplines intercept 65 The emerged boundaries are born from the boundary process where new and unfamiliar experience and competence are resolved (Wenger, 2000). knowledge interaction. It includes multiple domain It is at this emerged boundary that new opportunities and capabilities arise that provide the competitive advantage with responsive adaptive power to change. It generates new practices in new environments (Furlong & Johnson, 2003). Identity (O) – Identity is a perception of how learning changes who we are and it is the passport of membership to a learning community. The learning process enables transformation of a learner to a knower. Consequently, it also affects our attitudes that inform how we engage in our practice and the world (Furlong & Johnson, 2003). Author, Etienne Wenger, argues that knowing contributes to belonging and our identities shape the foundation of how we know and where we belong. We move from community to community, hence the multi-membership is part of how we identify ourselves too. Identity is a crucial component of SLS because identities combine competence and experience into a way of knowing. Our ability to suspend and engage our identities define how productive we are at boundary negotiation. It bridges multiple communities through our experience with the world (Wenger, 2000). Leadership (M) - The leadership within the circle of SLS is the essential component for the sustainable development of such systems. It integrates different roles, functions and knowwho quality that bound the members' relationship and sharing experience. These activities impact the process of knowledge exploration in a learning community. Hence, multiple forms of leadership are required (Wenger, 2000). The core members provide the multiple forms of leadership including thought leaders, networkers and documenters (Wenger, 2000). The thought leaders possess genuine specialized 66 domain knowledge and experience to equip them with the abilities to evaluate the depth of members' practice and match up the needs or levels of members. Networkers are responsible for the cohesiveness, growth and success of the practice within the community. They nurture members' commitment to participate (Borzillo et al., 2010). The documenters play a critical role in preserving the domain knowledge and emergent knowledge to enable the replication as well as the generation of a backbone for legacy knowledge. Leadership is the pillar that supports the continuous growth of SLS and therefore to simplify the diagram, it is chosen to tunnel through the model. Motivation (M) - Motivation is the required element for the effective exercising of knowledge sharing, creating and applying. In an SLS, the levels of participation are mostly voluntary. The synergy within an SLS can be driven by participants' motivation to share, create and apply knowledge. Motivation has a positive relationship with commitment. There are two types of motivation: extrinsic and intrinsic motivation. Intrinsic motivation is autonomous. It is beneficial when membership is voluntary and the learned knowledge is tacit. It is positively related to one's intention to perform as well as one's capability for creativity in learning and performing (Nesheim et al., 2011). On the other hand, extrinsic motivation will affect one's willingness to explore and extend their competencies (Nesheim et al., 2011). The tendency for them to participate in knowledge sharing and creating activities will be low. Thus, it is less influential in learning and participation. Motivation is the driving force of the whole construction of a SLS and therefore to simplify the diagram, it is chosen to tunnel through the model. Broker (M) - The brokers are the knowledge mediators and are capable of bridging different CoPs. They provide the flow of communication among cross-disciplinary projects, 67 boundary interaction (visits, discussions and sabbaticals) and boundary objects (artefacts, discourses and shared processes) (Wenger, 2000). In addition, they do not directly belong anywhere and may not contribute to any specific outcomes but provide needed support for the connection between different practices. The process of brokering knowledge also develops the infrastructure of the boundary in the SLS. It is a crucial element of the boundary process where meaning is negotiated, connection is bridged, and coordination is established. A successful brokering process enhances mutual engagement, negotiation of joint enterprise and shared practice. Interaction (M) - Interaction is an essential component that sparks the initial conformation process for a SLS. The interaction can be channelled through participation, events and technology platforms with the catalyst of motivation or need to participate. This interaction process influences how the members and communities define their identities. It builds relationships that enable knowing and empowers the sense of belonging. The experience of participation bridges competence and exchanges that involve mutual engagement to negotiate the collective competencies. It also enables the creation of shared practices and broadens the scope of an SLS such as the emerged knowledge and boundary. Construct Social Learning System - The diagram, A0, is shown in Figure 9. A0 is decomposed into three activities: 1. Cultivate CoP, 2. Create open boundary process, and 3. Shape identity. A1: Cultivate CoP - Experience, competence and motivated participants are transformed by the activity "Cultivate CoP" into domain knowledge, boundary and competent participants with the enablers of interaction and brokers and the constraints of time and commitment, and vision and purpose. Thus, the ICOMs are the following: Inputs (I) - experience, competence and 68 motivated participants; Constraints (C) - “time and commitment” and “vision and purpose”; Outputs (O) - domain knowledge, boundary and competent participants; Mechanisms (M) interaction and brokers. The only new ICOM is domain knowledge. C1 C2 Vision and purpose Time and commitment I1 I2 I3 I4 Experience Domain knowledge Competence Cultivate CoP Motivated participants Boundary Competent participants A1 Create Open Boundary Process A2 Boundary Emerged knowledge Emerged boundary New relationships Identity Shape Identity O2 O1 O3 O4 A3 Motivation Leadership M1 M2 Interaction Brokers M3 M4 Figure 9. A0 Diagram: Construct Social Learning System Domain knowledge (M) – Domain knowledge is related to the CoP’s interest or common practice. It can be documented with the skills, competencies, lessons learned, experiences and routine knowledge (Sarirete et al., 2011). A2: Create Open Boundary Process - Boundary and domain knowledge are transformed into emerged knowledge, emerged boundary and new relationships by the activity "Create Open Boundary Process" that is constrained by time and commitment and is enabled by brokers, interaction, competent participants and identity. The ICOMs are: Inputs (I) - boundary and domain knowledge; Constraint (C) - time and commitment; Outputs (O) - emerged knowledge, 69 emerged boundary and new relationship; Mechanisms (M) - identity, interaction, brokers and competent participants. The new ICOM is new relationship. New relationship (O) - The relationships that are established through the interaction among members through the boundary processes. The perspectives are met and new possibilities arise (Wenger, 2000). The boundary process in a SLS provides the connection among different communities and offers the continuous learning opportunities. At the boundary where multiple disciplines dwell, a divergent learning process takes place. Members are challenged to redefine their experience and competencies. Thus, new experiences and unfamiliar competencies emerge at the open boundary (Wenger, 2000). In order to forge this autonomous learning process, the facilitated elements include common interest, activities, open engagement, ability to translate shared practice and commitment to suspend judgment (Wenger, 2000). The open boundary process will ensure new knowledge is exchanged and learned. A restricted boundary will hinder the learning and emergent properties of the community. The boundary of CoP is fluid and is the result set by meaningful negotiation of different disciplines or domain knowledge enhanced with personal experience. Hence, at the boundary, learning can be maximized. The negotiating and learning are carried out by knowledge-workers (Drucker, 1999) known as the motivated participants who carry out the meaningful learning. The open boundary process in learning system provides the connection among different communities and offers the continuous learning A3: Shape Participant’s Identity - Domain knowledge and emerged boundary are transformed into identity by the activity "Shape Identity" that is constrained by time and 70 commitment, and is enabled by interaction and new relationships. The ICOMs are: Inputs (I) domain knowledge, emerged knowledge; Constraint (C) - time and commitment; Output (O) identity; Mechanisms (M) - new relationships and interaction. Identity is shaped by the participation, relationships and knowing in the CoP. At the boundaries of multiple disciplines of communities, our abilities to exercise the different aspect of our identities will contribute to the quality of the learning. They connect the bridges across boundaries and are capable of reshaping boundaries. In the way of learning, they can be the combination of personal experience and competence. Our identities are the bridges across community boundaries. A strong identity ensures a successful navigation of the social setting defined by CoPs (Wenger, 2000). 71 APPENDIX G SCREEN SHOT OF FIRST PAGE OF THE GOOGLE® ON-LINE SURVEY 72 APPENDIX H SAMPLE LETTER OF REQUEST FOR SURVEY DISTRIBUTION AND PARTICIPATION Pin Pin Schunk 4200 E 24th St N Wichita KS 67220 April 1, 2013 Board of Directors The Wichita APICS Wichita KS Dear Board of Directors: I am working on completing my graduate thesis “Facilitating a knowledge network – The role of a community of practice (CoP)” from Wichita State University. I am requesting the Board of Directors of Wichita Chapter of APICS to consider electronically distributing the online survey to all your members or participants. The results of the survey will be shared with Wichita Chapter of APICS. The survey is for academic research to fulfill a requirement of an Industrial Engineering master thesis with the aim to develop a "Cultivate a Community of Practice (CoP)" scale. It will help contribute to better understanding and sustainability of a knowledge transfer network as well as enhance an organization's ability to streamline problemsolving synergy. Wichita Chapter of APICS meets the criteria as a well-developed CoP. A CoP is a network of motivated people (Community) bound together with a shared common interest or issue (Domain) who routinely collaborate to share expertise, to produce artifacts (Practice) and to increase know-how that aligns with a vision (Purpose). In a CoP, learning is through social interaction and participation around subject matter experts. The theory of a CoP has been evaluated through field observation but its complex learning phenomenal required conformity through quantitative measurement. The theoretical variables of a CoP such as trust, expectation, learning and etc. are not readily observable. Hence, a survey is used to extract the qualitative attributes of a CoP. Thank you very much for your time. Link to “Cultivating a CoP” survey: https://docs.google.com/forms/d/13NG32AnrLXSbhST9G2PUa0_RRNl8iIFTpM9l4Jap Vw/viewform Sincerely, Pin Pin Schunk 316.650.9770 Industrial Engineering Wichita State University 73 APPENDIX I LAYOUT OF ON-LINE SURVEY INTRODUCTION AND PURPOSE Purpose of the survey: This survey normally takes about 10 minutes to complete and it has 19 experiential questions. This survey is for academic research to fulfill a requirement of an Industrial Engineering master thesis with the aim to develop a "Cultivate a Community of Practice (CoP)" scale. It will help contribute to better understanding and sustainability of a knowledge transfer network as well as enhance an organization's ability to streamline problem-solving synergy. The Community’s name meets the criteria as a well-developed community of practice (CoP). A CoP is a network of motivated people (Community) bound together with a shared common interest or issue (Domain) who routinely collaborate to share expertise, to produce artifacts (Practice) and to increase know-how that aligns with a vision (Purpose). In a CoP, learning is through social interaction and participation around subject matter experts. The theory of a CoP has been evaluated through field observation but its complex learning phenomena required conformity through quantitative measurement. The theoretical variables of a CoP such as trust, expectation, learning and etc. are not readily observable. Hence, a survey is used to extract the qualitative attributes of a CoP. 74 APPENDIX J LINKS TO GOOGLE® “CULTIVATING A COP” ON-LINE SURVEYS The online survey for Wichita SWE is https://docs.google.com/forms/d/158k4hAvGcks5C0avZwTEe3h5MKmuE98PJ7PNAeYCOUE/ viewform The online survey for Wichita APICS is https://docs.google.com/forms/d/13NG32AnrLXSbhST9G2PUa0_RRNl8iIFTpM9l4JapVw/viewform The online survey for Wichita Circles Network is https://docs.google.com/forms/d/1_mW_yzzwAKluA_NTe6SUCSsmzNy44wkEptow83nkrZ8/vi ewform 75 APPENDIX K THE SURVEY OF “CULTIVATING A COMMUNITY OF PRACTICE” Please rate the following by circling your answer. 1. Level of participation a) How would you rate your involvement with Community’s name? 1 2 3 4 5 Not active Exceptional active 2. Convey domain Domain knowledge is CoP’s interest. Domain communication is a nurturing process and it establishes the boundary of the CoP domain. A clear understanding of such domain improves members’ commitment and participation. It also affirms members’ identities and desire to learn. a) I know the common interest of the Community’s name. 1 2 3 4 5 Strongly disagree Strongly agree b) I can relate to other Community’s name members' professional experience. 1 2 3 4 5 Strongly disagree Strongly agree c) I know my role as a participant in Community’s name. 1 Strongly disagree 2 3 4 5 Strongly agree 76 3. Motivate participants Motivation is the required element for the effective exercising of knowledge sharing, knowledge creation and knowledge application. In a CoP, the levels of participation are mostly voluntary. Its synergy can be driven by participants' motivation to share, create and apply knowledge. Motivated participants are committed and active. Their needs of reciprocal contributions and learning are met. They also have a tendency to contribute and to willingly commit to explore and learn. The drive to explore and learn facilitates knowledge application in the CoP. a) Community’s name offers a great variety of activities. 1 2 3 4 5 Strongly disagree Strongly agree b) I am a frequent contributor to Community’s name 's efforts to realize its vision. 1 2 3 4 5 Strongly disagree Strongly agree c) I value the time spent with Community’s name participants. 1 2 3 4 5 Strongly disagree Strongly agree 4. Build artifacts Artifacts can be a community’s specific vocabularies, unarticulated customs, and symbols of membership identification. It can be a unique way of how a CoP solves problems. They are the by -product of mutual engagement. The sustainability of a CoP depends on the accumulated community artifacts, because they are the learning resources and identity of a CoP. a) Community’s name participants use special Circles Network acronyms. 1 2 3 4 5 Strongly disagree Strongly agree b) Community’s name has activities at times that I can attend. 1 2 3 4 5 Strongly disagree Strongly agree c) Community’s name keeps records of lessons learned. 1 Strongly disagree 2 3 4 5 Strongly agree 77 5. Share expertise 'Share expertise' is a communicative process to enhance socially defined learning through a CoP. The autonomous knowledge cultivating process within a CoP is through a reciprocal sharing experience. It defines the comfort zone for domain knowledge practicing, sharing and creating. Participants of a CoP have different levels of involvement and contribution. a) Sharing professional expertise within Community’s name is easy. 1 2 3 4 5 Strongly disagree Strongly agree b) Community’s name has participants from different industries. 1 2 3 4 5 Strongly disagree Strongly agree c) Experienced participants of Community’s name like to share their professional expertise. 1 2 3 4 5 Strongly disagree Strongly agree 6. Grow trust The key element of fostering the levels of participation and sharing experience is trust. Trust removes barriers to relationships. It provides opportunities to open communication as well as manifests the quality of knowledge exchange. Without trust, the reciprocal contributing process will be hindered. a) I feel comfortable sharing professional problems with Community’s name participants. 1 2 3 4 5 Strongly disagree Strongly agree b) The shared expertise from Community’s name participants benefits my professional needs. 1 2 3 4 5 Strongly disagree Strongly agree c) Community’s name welcomes different ideas. 1 Strongly disagree 2 3 4 5 Strongly agree 78 7. Align vision A vision defines what is important to a CoP. It provides information about the added value for joining the community. Hence, a well-defined vision enhances a CoP's sustainable effort as well as members' bonding process. It also forms the structure for leadership initiatives. In addition, the participants' needs must also align with the CoP's vision to trigger intrinsic motivation. Once the connection is established, a positive relationship between learning and participation takes place to unearth learning opportunities. a) Community’s name produces valuable personal learning opportunities. 1 2 3 4 5 Strongly disagree Strongly agree b) My goal for joining Community’s name are met. 1 2 3 4 5 Strongly disagree Strongly agree c) The leadership team of Community’s name provides effective services to me. 1 Strongly disagree 2 3 4 5 Strongly agree 8. Comment(s): 79 APPENDIX L PEARSON CORRELATIONS AND TWO-TAILED P-VALUE OF APICS SURVEY RESUTLS CD1 CD2 CD3 MP1 MP2 MP3 BA1 BA2 BA3 SE1 SE2 SE3 GT 1 GT 2 GT 3 AV1 AV2 AV3 CD1 1 CD2 CD3 Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation .738** .000 .755** .000 .015 .954 .440 .067 .467 .678** .002 .017 .946 .289 .244 .380 .037 .885 .456 .057 .341 Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation Sig. (2-tailed) Pearson Correlation .051 .577 * .012 .408 .093 .633** .005 .055 .829 .384 .116 .050 .844 .399 .101 .461 .054 .207 .410 .524 * .025 .749** .000 .782** .120 .458 .056 .369 .131 .752** .000 -.060 .812 .436 .071 -.085 .738 .277 .266 .317 .200 .046 .855 .445 .064 .720** .001 .815** .166 .624** .006 .387 .112 .427 .077 .314 .204 .710** .001 .402 .098 .419 .083 .389 .110 .332 .179 .671** .002 .688** .002 .720** MP1 MP2 MP3 BA1 BA2 BA3 SE1 SE2 SE3 GT 1 GT 2 GT 3 AV1 AV2 AV3 1 1 Sig. (2-tailed) .000 .000 .001 **. Correlation is significant at the 0.01 level (2-tailed). *. Correlation is significant at the 0.05 level (2-tailed). 1 .273 .272 .056 .826 .171 .497 .478* .045 .218 .385 .353 .151 .312 .208 .292 .240 .196 .437 .234 .350 .319 .197 .351 .154 .268 .282 .183 .468 1 .490* 1 .039 .314 .204 .482* .043 .400 .100 .383 .117 .339 .168 .383 .116 .502* .034 .254 .310 .385 .115 .230 .358 .447 .063 .171 .081 .749 .207 .411 .526 * .025 .215 .393 .155 .539 .286 .250 .422 .081 .183 .468 .146 .564 .072 .778 .615** .007 .426 .585 * .011 .278 .265 .275 .270 .381 .119 .373 .128 .282 .256 .398 .102 .267 .284 .559 * .016 .548 * .019 .595** .331 .180 .458 .056 .494 * .037 .217 .388 .706** .001 .632** .005 .414 .088 .569 * .014 .557 * .016 .363 -.016 .949 .311 .210 .000 1.000 .238 .342 .234 .351 -.098 .700 .373 .128 .684** .002 .600** .529 * .024 .659** .003 .582 * .011 .420 .082 .407 .094 .576 * .012 .354 .150 .098 .521 * .027 .557 * .016 .589 * .010 .369 .131 .683** .002 .501 * .034 .466 .412 .089 .348 .157 .218 .384 .333 .176 .413 .088 .099 .852** .000 .416 .086 .464 .053 .581 * .011 .484 * .266 .286 .522* .026 .540* .021 .545* .327 .185 .081 .749 .033 .620** .006 .522 * .758** .496 .078 .009 .138 .008 .698 .051 .695 .042 .019 .898 .026 .000 1 1 80 1 1 1 1 1 1 1 1 1 1 APPENDIX M BETWEEN AND WITHIN CORRELATION ANALYSIS FOR APICS SURVEY RESULTS CD1 CD2 CD3 MP1 MP2 MP3 CD1 1 CD2 .738** 1 CD3 .755** .678 ** 1 MP1 0.01 0.02 0.04 1 MP2 0.44 0.29 0.46 MP3 0.47 0.38 0.34 .490* 1 BA1 .577 * 0.41 0.46 .624** 0.27 0.06 0.17 0.31 * * 0.08 0.21 ** ** BA2 BA3 .633 0.37 .752 0.39 BA1 BA2 BA3 SE1 SE2 SE3 GT 1 GT 2 GT 3 AV1 AV2 Example: Convey Domain Average WITHIN Correlation = (.738+.755+.678)/3 = 0.72 .478 1 .482 0.43 0.22 0.40 .526 .585 * 1 * 0.28 0.33 0.46 0.05 -0.06 0.31 0.35 0.38 0.21 0.27 SE2 0.38 0.44 .710** 0.31 0.16 0.38 SE3 0.05 -0.08 0.40 0.29 0.34 0.38 0.29 0.37 * Average BET WEEN Correlations CD & AV (.524+.44+.671+.749+...+.815+.720) = .68 1 SE1 1 -0.02 1 0.31 .529 * 1 0.00 .659** .521 * 1 ** * * 0.41 1 .589 * 0.35 .852** .494 * 0.22 GT 1 0.40 0.28 0.42 0.20 .502 0.42 0.28 .706 0.24 GT 2 0.46 0.32 0.39 0.23 0.25 0.40 .632** 0.23 GT 3 0.21 0.05 0.33 0.32 0.38 0.18 0.15 0.27 0.41 -0.10 0.41 0.37 0.22 0.42 0.27 1 AV1 .524 * 0.44 .671** 0.35 0.23 0.07 .559 * .569 * 0.37 .576 * .683** 0.33 0.46 .522* 0.33 1 AV2 ** ** ** ** * * ** 0.35 * 0.41 .581 * * 0.08 .620** 1 .484 * 0.03 * .758** .749 .720 .688 AV3 0.27 0.45 .615 ** ** ** AV3 .782 .815 .720 0.17 0.43 0.18 **. Correlation is significant at the 0.01 level (2-tailed). *. Correlation is significant at the 0.05 level (2-tailed). RED ink - high effect size, GREEN ink - medium effect size .548 ** .595 .557 0.36 .684 ** .600 81 .582 0.42 0.10 .557 .501 0.47 0.10 1 .540 * .545 .522 1 APPENDIX N QUESTIONNAIRES WITH ABBREVIATION “Cultivate a CoP” Participation level (PL) PL1 How would you rate your involvement with Wichita APICS? Convey domain (CD) CD1 I know the common interest of Wichita APICS. CD2 I can relate to other Wichita APICS members' professional experience. CD3 I know my role as a participant in Wichita APICS. Motivate participants (MP) MP1 Wichita APICS offers a great variety of activities. MP2 I am a frequent contributor to Wichita APICS's efforts to realize its vision. MP3 I value the time spent with Wichita APICS participants. Build artifacts BA1 BA2 BA3 (BA) Wichita APICS participants use special APICS acronyms. Wichita APICS has activities at times that I can attend. Wichita APICS keeps records of lessons learned. Share expertise (SE) SE1 Sharing professional expertise within Wichita APICS is easy. SE2 Wichita APICS has participants from different industries. SE3 Experienced participants of Wichita APICS like to share their professional expertise. Grow trust (GT) GT1 I feel comfortable sharing professional problems with Wichita APICS participants. GT2 The shared expertise from Wichita APICS participants benefits my professional needs. GT3 Wichita APICS welcomes different ideas. Align Vision (AV) AV1 Wichita APICS produces valuable personal learning opportunities. AV2 My goal for joining Wichita APICS is met. AV3 The leadership team of Wichita APICS provides effective services to me. 82