Tuesday, 15 September 2020

4 more types of KM plan

 I wrote a blog post yesterday on 4 types of KM plan, and (too late) realised that there were more than 4. Here are another four types. 



Yesterday's blog post mentioned the following 4 types of plan, which are all at a fairly high level of granularity. These are:
If we drop down another level of granularity, we can see four more levels of plan:
 More detail of these additional four types of plan can be found below.

KM Pilot Project plan

Your KM implementation plan (one of the plans described yesterday), will almost certainly involve a series of KM pilot projects - projects focused on applying a simple form of KM to a business issue. These pilot projects need to be scoped carefully, and need a charter, a terms of reference, and a plan. The plan will include some or all of the following:
  • Objectives of the pilot
  • Key stakeholders
  • Metrics (to measure success)
  • Scope
  • Approach
  • KM framework to be applied
  • Activities and milestones
  • Risks and opportunities.

Community of practice development plan

Communities of practice benefit from a development plan, which can be helped considerably by tracking community maturity. Depending on the stage of the community, the plan may include some or all of the activities below:

  • Appoint sponsor and leader 
  • Identify core participants 
  • Hold Launch meeting 
  • Define charter 
  • Define key knowledge topics 
  • Identify experts and adopters
  • Expand community membership 
  • Start Community site  
  • Hold community meeting 
  • Transfer Quick Win practice
  • Develop practice knowledge base 
  • Track metrics
  • Report progress to sponsor
  • Run community maturity metrics
  • Update CoP plan

Knowledge domain plan

The departmental KM plan, mentioned yesterday, may identify a number of knowledge domains that need to be better managed. The experts accountable for these domains will need to create their own "domain refresh" plan. This may include activities such as:

Expert KRT plan

Many organisations develop a knowledge retention and transfer (KRT) strategy to deal with the risk of knowledge loss from departing experts. Once an expert has been identified as representing a risk of knowledge loss (e.g. holding critical knowledge in their head, and due to retire soon), then the KM team work with the expert to develop a KRT plan. This involves listing the topics which the expert knows about, deciding the best way to capture and transfer this knowledge, and then creating an action plan.

Each of the plans mentioned within this blog post is a subset of one of the higher level plans described yesterday, as shown in the graphic at the head of this post. Together, the plans represent a structured method of KM implementation.

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