Monday, 6 July 2009


Tacit or explicit transfer - which works the best? Another great exercise


Following on the theme of KM exercises and games, I was running a Masterclass today on Knowledge Transfer, and we did a little exercise, with some interesting results. The exercise went as follows

Three teams were given an identical set of 10 Lego pieces (plus a baseboard). For one team, the pieces were already made up into a structure, which we said was the Lego answer to the iPhone - the LPhone (the original LPhone is in the centre of the picture above). This team stayed in the main room, with this original structure in front of them, but hidden from the others behind a table.

The second team stayed in the main room as well, with their construction hidden behind another table, and were able to converse with the first team (though neither team could see the others' construction). The first team were able to talk the second team through how to build the LPhone, through dialogue and tacit transfer. The second team could ask questions to clarify the instruction they received. In the picture above, you can see the first team's original LPhone in the center, and the second team's "tacit knowledge transfer" version on the left. They are identical.

The third team were in a separate room. They were not able to talk with either of the other teams. Knowledge was transferred to them, from the first team, in a series of written notes. Knowledge transfer was therefore entirely Explicit - entirely through captured, written knowledge. Not only did the third team take more than twice as long to build their LPhone, the result (on the right of the picture above) was significantly different from the original in many ways.

SO why did the tacit transfer result in a faster, more effective knowledge transfer? When we debriefed the exercise we identified two success factors. Firstly the two teams (teams one and two) very quickly negotiated a common language to describe the lego pieces, and the orientation of the pieces (left/right, up/down, landscape/portrait). Secondly, whenever there was an inconsistency or ambiguity in the instructions, this could be resolved through questioning and feedback.

And why did the explicit transfer result in a slower, less effective knowledge transfer? Firstly there was no way to resolve any inconsistencies and ambiguities, so the receiving team (team three) had to use their best judgment (and one ambiguity early on had a knock-on effect on the design). Secondly, the order of the steps was not clear, as the notes which were sent through from the first team were not numbered. Finally there was no agreed language concerning orientation, or concerning the description of the lego pieces, which led to some errors.

SO what did we conclude? We concluded that knowledge should not be transferred only in written form, if tacit transfer (such as Peer Assist) is possible, though every participant reported that for their company, the default expectation seemed to be to capture the knowledge, rather than transferring it through dialogue. Secondly we concluded that there needed to be very good quality control on any explicit captured knowledge, to resolve any errors or ambiguities which might result in difficulties when applying this knowledge later.

This was a simple exercise, but with some very graphic learning points. It is one I recommend.

13 comments:

Nick Milton said...

I am not advocating "either/or" and I apologise if I gave that impression. I am a support of "both/and" (see here for example - http://www.youtube.com/watch?v=Vn6Yt9ZOwts where I talk about combining Connect and Collect in a balanced KM approach) and I share your belief that a blended approach, applying the right mechanisms in the right situations, is the best.

However we do have to recognise the risks in pruley explicit transfer, and take care to guard against them. The afternoon of the masterclass focused on how to address those risks, and how to construct and structure explicit knowledge in such a way as to address the risks.

Also it was interesting how many of the people at the masterclass were trying to work ONLY with explicit knowledge (largely I suspect because their KM implementations had been technology-led). This was a surprise to me, and it was worth restating the value of tacit transfer approaches such as Peer Assist.

Your suggestions for extending the exercise are very interesting, and I may well include some of these next time. if I do, I will report back here

Thanks

Maxim Grouchevoi said...

Hi Nick.
It's a very interesting story, thank you!

At the moment I am doing a research about intercultural communication of implicit knowledge (in Capacity Building Programms) - and I am surprised by the results. I found out that stronger focus on implicit dimension of knowledge sharing creates new ways of intercultural understanding and problem-solving (in capacity building programms).

So I am completely with you.

Nick Milton said...

Maxim, when you have the results of your research, it would be very interesting to see them! Thanks

Nick Milton said...

Re "Imaginary Time"'s comment on "the longer explicit knowledge is out of the human interaction, the less adapted it becomes" is an intersting observation.

I heard a story yesterday which may illustrate this. In the Nuclear industry, there is a small gadget they have used in the past, and is refered to in their explicit knowledge base. That gadget has gone out of production, but the same name is now in use for something rather different, which does almost the opposite of the first gadget. If you take the explicit base at face value and look for a gadget with this name, you could get a nasty surprise.

Tim Wright said...

Yes well it bears out the idea that knowledge is a verb and not a noun.
What you refer to as explicit knowledge is in fact information and it has only limited application in simple and repetetive circumstances. Hence the futility of capture and codification approaches to "KM". I would concede that more dynamic self generating information sources (possibly using social media) may have more richness and a longer shelf life ( and I probably find common ground with Imaginary Time here) but it is still very constrained in its value.

Nick Milton said...

Sorry Tim, I am still not totally convinced.

Both through tacit conversation, and through exchange of notes, there was some transfer of capability. The tacit route was quicker and error free, the exchange of notes was slower and error prone (in fact I would say the third team got about half the blocks in the right place, so you could say the transmission was about 50% effective. If you look at the photo, some of the message got through. The model on the right is not completely wrong, its about half wrong).

By both routes, the same "something" was transferred, but to different degrees. You can't say "one way knowledge is transferred, the other way it isn't", because the third team were able to half-build an L-Phone, so they half-got the knowledge. The best you can say is "one way knowledge was transferred, the other way it was half transferred", largely because of the loss of signal that came when the knowledge was codified and then decodified, and the inability to fill in the gaps through questioning.

Anonymous said...

Hi Nick - fun exercise! Hope Apple don't sue! :O)

I'm not certain though, that it really illustrates the distinction between Tacit and Explicit Knowledge. To my mind, it's a great exercise to demonstrate of the impact of synchronous dialogue vs serial monologue (a list of instructions).

The design of the exercise meant that the dialogue was verbal, and the instructions were written - but equally, the instructions could have been relayed verbally, and the dialogue electronic. Is a verbal list of instructions tacit or explicit knowledge? I think that Polanyi would have defined it as explicit knowledge, verbally transmitted.

My guess is that the *highest* performance would have come from a team which was given a photograph of the L-phone, which must count as Explicit knowledge - even if it is worth a thousand words!

I think then that the exercise shows that the choice of communication medium and degree of complexity of the task (hence need to negotiate a shared language/clarify questions)determines the performance, rather than the tacit/explicit nature of the knowledge/information.

I think Bird Island does that better!

Tim Wright said...

Nick I think where we differ is on what constitutes knowledge. As I don’t believe it is a thing then attempts to transfer it are, in my view, inevitably doomed. If we see it as an activity then what we are seeking to do is make that activity as productive as possible. What constitutes productive can vary on context. I would not disagree that information resources can be useful in making the activity productive in some areas but only in relatively simple transactions. I would suggest that your exercise demonstrated that even in a simple transaction - i.e. creating a replica of something these “explicit” information resources are of limited use. Now if you believe, as I do, that a true knowledge based economy needs to be considered as one where the knowledge transactions are far more complex and more demanding in value add, so for example in innovation environments, they I would say effort in creating "explicit" the information sources are of almost negligible value in a KM context.

Still an interesting post though

Stephen Billing said...

Thanks for your comment Mika.

How would you apply my second point, that values are always in conflict. Are you saying that knowledge is always in conflict? If so, what knowledge is in conflict with what? I am saying that one desirable value is always in conflict with some other desirable values. For example, the value in an A&E ward of seeing every patient within 4 hours could be in conflict with the value of dealing with life threatening cases first (triage). How would you apply this to the knowledge scenario?
Cheers, Stephen

Maxim Grouchevoi said...

Great conversation here!

I think the 90s debate around tacit/implicit knowledge was very influenced by Nonaka and Takeuchi (SECI) and used a dichotomy like told/untold or written/unwritten (remember the iceberg metapher) -> with the intention to "uncover"/externalize the hidden potentials (which is nonsense!). Today this debate has a new quality (see f.e. "Ba"-concept): and it is about the context/various contexts.

The thing is: knowledge is not only "unique to every individual involved" but also to every context (or multiplicity of contexts) involved. Sharing this contextes means sharing the knowledge - it's a very important part of the knowledge transfer. And there are at least three dimensions of it: cognitive context (person) - relational context (partner/opponent) - environment context (f.e. room/organization etc.). We have to redefine the meaning of "implicit/tacit" and - as I think - move back again to Polanyis ideas of "tacit" (who was misunderstood or misinterpreted).

That's why I like the story of Nick. It's first of all about different contextes - not told/untold OR written/unwritten knowledge. This is a true meaning of the implicity!

Sorry for my bad english. :(

Nick Milton said...

I am not sure whether tacit/explicit is enough. There are more subdivisions than this. There is unconscious, there is conscious but untold, there is told, and there is written. And even the "consious but untold" could be split into "conscious but unconceptualised" and "conceptualised". And to be honest, few if any of these steps are binary - most are gradations.

But I fear we are in danger of overanalysing a very simple exercise! It was a very useful and graphic demonstration of the challenges of transferring even simple capability in purely written form, compared to allowing dialogue and questioning. As Chris says, it delivers nowhere near the insight and emotional impact of the Bird Island game, but can be done in 15 minutes, it isolates and explores one single aspect, and allows some great discussion afterwards. I look forward to trying it again, and including some of Mika's suggestions

jonathan said...

I have just heard about the idea of "explicit transfer". Both are really great and plus points I guess. But if to choose, I will choose the tacit knowledge..

Anonymous said...

Nick, excellent one, and sorry for coming late to the discussion - @tebbo pointed me here only today.

This reminds me again about the quest for "what is knowledge". A clear understanding would have steered group one better in their efforts to transfer such.

I do like Plato's definition a lot, it's quite practical (using it myself for IT process systems): "How objects relate to other objects" - keeping in mind that objects can be virtual or conceptual as well.

That's what the IKEA instructions are good at, especially as they know (duh) that adding context as in time or what sequence things should happen is important.

With a clear understanding as to what the task is (what to transfer), group one could have related each and every piece (object) using the grids (buttons) in question with precision, even without reverting to drawings.

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