How-to Guides

Information and Records Management Policy Development Guidelines

It’s often difficult to approach KM in any large scale way in an organisation without bumping into the policy infrastructure. The organisation will need to make decisions and give clear guidance about how knowledge and information sharing is to be balanced with information security, for example. The requirements for a knowledge sharing system, including taxonomy and metadata requirements, will need to be balanced with the need to manage records according to legislative and regulatory requirements. Knowledge, information and records form a continuum that needs to be managed holistically, and an integrated policy framework helps to support this. In this paper by Patrick Lambe and Marita Keenan we spell out a framework and process for information and records management policy development, in support of knowledge management goals.

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Posted by Patrick on 27/06/06 at 10:39 AM | Categories: Information & Records Management, KM Applied | | Permalink

KM Sustainability Framework

This paper catalogues the elements that need to be in place for sustainable KM practices within organisations. We now use it regularly when building KM Frameworks with our clients, because it forms a checklist of things to put in place, and gives ideas about KM-friendly changes to policies, governance or training support. Acknowledgements: we gratefully acknowledge the input of several ACT_KM Forum members in the construction of this framework.

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Download the high resolution mind map

Posted by Patrick on 18/04/06 at 06:56 PM | Categories: Change Management, Culture, KM Applied, KM Competencies | | Permalink

Knowledge Champion Guidelines

Knowledge champions (otherwise known as KM Champions, Knowledge Activists, Knowledge Stewards, Knowledge Coordinators, KM Reps) perform an important role in distributing your KM messages and activities consistently across an organisation. In the earlier KM literature KM Champions were envisaged as senior level activists promoting KM at a strategic level. Very little guidance exists on the role of Knowledge Champions at the operational or line level. This paper is written to address that need. We gratefully acknowledge the support of the ACT-KM community in drawing up these guidelines, and the many lessons taught us by our clients. This document is in Word format for free adaptation to your local needs. Please acknowledge its source.

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Posted by Patrick on 18/04/06 at 06:09 PM | Categories: Change Management, KM Competencies | | Permalink

Personal KM: a DIY Guide to Knowledge Management - Part 2

Most people treat PKM as if it’s a full suite of skills that everybody now needs to have: skills like identifying sources of knowledge, searching, navigating, analyzing, organizing, linking, mapping, converting back and forth between tacit (head) knowledge and explicit (written down) knowledge, relationship building skills, communication, presentation, knowledge packaging, and so on. But in fact, like most things, different people have different personality types, and
different personality profiles in relation to their personal knowledge affinities and capabilities.

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Posted by edgar on 23/04/03 at 06:11 PM | Categories: KM Competencies | | Permalink

Making Knowledge Visible: A DIY guide to KM for Every Manager - Part 1

Most KM projects are top-down, infrastructure driven. They buy lots of confusing technology, then employ specialists to do all the heavy work for you, and then these specialists go round (a) trying to get you to dump your knowledge assets into their portals, and (b) trying to get you to collaborate with total strangers. Ever wondered why KM projects so rarely meet with stunning success?

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Posted by edgar on 20/08/02 at 06:03 PM | Categories: Knowledge Audit | | Permalink

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