Tuesday, November 5, 2013

Morning Workshops
W1: KM 101
9:00 a.m. - 12:00 p.m.
Stan Garfield, Author of five KM books & Founder, SIKM Leaders Community

Are you new to knowledge management? Want to learn about all the possibilities for making your organization smarter, more collaborative, innovative, and productive? Join our expert knowledge manager to gain insights and ideas for building a robust KM program in your organization even if it is called another name! This workshop highlights a range of potential enterprise KM activities being used in real organizations and shares how these activities are impacting the bottom line. It shows real KM practices and discusses various tools and techniques to give those new to KM a vision of what is possible in the enterprise.

W2: Riding the Current: Techniques for Knowledge Workers
9:00 a.m. - 12:00 p.m.
Dr. Madelyn Blair, President, Pelerei

We all feel the impact of information overload in our work. Innovation requires knowledge that is fresh. Staff knowledge and information are key to competing in the 21st century. Knowledge workers feel the added burden of needing to share as well as know. Dealing with these realities requires knowledge workers to understand how best to create a learning environment for themselves in which they can overcome information overload and at the same time feel comfortable exploring possibilities with minimal time and resources. This workshop looks at the impact of information overload on our productivity- both the “what” and the “why.” Blair lays out specifically how knowledge workers can guide the creation of a working environment that creates the opportunities and environment for learning and exploring innovative ideas. Interviews done around the world tell the story of how a crew is needed to help keep fresh knowledge flowing. The workshop discusses the roles and tasks for crew members and provides techniques and strategies to free up time and energy, to help focus on learning, and to discover the joy of learning while doing. This interactive workshop shares lots of examples and true stories that can be employed in any environment.

W3: Change Management for Knowledge Managers
9:00 a.m. - 12:00 p.m.
Gordon Vala-Webb, CEO, Vala-Webb Consulting Inc.

Is your organization held back by employee or middle-management resistance, poor executive sponsorship, or corporate inertia and politics? These are the biggest obstacles to successful change in any organization. And knowledge management (KM) is all about change. This highly interactive workshop is aimed at people just about to start leading or working on a KM project who want to ensure the success of their project by overcoming these change killers. An award-winning KM practitioner with more than 10 years’ experience in making change happen, Gordon Vala-Webb provides tools and templates and shares his strategies and techniques. Participants leave the workshop with a much clearer understanding of how to communicate their project, a map of their own key stakeholders, a set of specific next steps to take, and usable tips/hints.

W4: Adding Semantics to Enterprise Search
9:00 a.m. - 12:00 p.m.
Tom Reamy, Chief Knowledge Architect & Founder, KAPS Group Author, Deep Text

Enterprise search continues to disappoint and the main reason is simply that our brains use language to search for answers and search engines don't understand language. The only way search will ever work is to add semantics to search. The solution is an interdisciplinary effort with a focus on the full range of semantics—from text analytics to semantic web ontologies to NLP approaches. This workshop covers the full range of techniques for adding semantics to search—which ones to use to solve which problem and, more importantly, how to integrate them into a semantic platform that supports not only enterprise search but also enables the development of advanced search-based applications or Info Apps. It covers all you need to know to add semantics to search applications.

W5: SharePoint Governance
9:00 a.m. - 12:00 p.m.
Susan S. Hanley, President, Susan Hanley LLC Intranet Consultant, Microsoft MVP

Governance is definitely the hot topic for SharePoint intranet deployments.A good governance plan is “necessary but not sufficient” to ensure solution success.You still have to ensure that the governance plan is applied, which means your plan needs to be realistic and “consumable.” This workshop provides a practical approach for developing successful intranet and collaboration solution governance plans, step-by-step guidance to make sure you cover all your bases, suggested approaches for delivering consumable guidance, and templates, and examples you can immediately apply in your own organization.

W6: Annual Impact Reflection: Knowledge Sharing Practice
9:00 a.m. - 12:00 p.m.
Bridget Leigh Snell, Head of Organizational Effectiveness, Operations, Oxfam America Heller School, Brandeis University
Haneen Malallah, Knowledge and Learning Advisor, Oxfam America

This workshop shares a tool developed in the nonprofit world, the annual mpact reflection (AIR) process. AIR is an international development practice designed to facilitate collaborative knowledge sharing and joint data analysis among multiple stakeholders working in international development program coalitions. What makes the AIR unique is the use of monitoring and eval- uation data (evidence) within a multi-stakeholder sense-making process. The workshop explores two elements of the AIR process that are relevant to knowledge management and knowledge sharing: creating an environment for honest, open, and frank conversations about success and failure between program staff, partners, allies and primary change agents by identifying and addressing dynamics of power; and designing a participatory sense-making process that allows various stakeholders to engage with various forms of evidence (quantitative, qualitative, documented, narrative) and to identify paterns in data and draw conclusions. Presenters discuss the opportunities and challenges associated with carrying out an AIR as well as examine some key questions that emerge out of this process—questions that are essential to organizational commitment to building more robust knowledge sharing sysems, internally and externally.

W7: Building an Effective Mentoring Program for Knowledge Transfer
9:00 a.m. - 12:00 p.m.
Dr. Art Murray, CEO, Applied Knowledge Sciences, Inc. Director, Enterprise of the Future Program, International Institute for Knowledge and Innovation
Dr. Francesco Calabrese, CEO, ExMG, Inc.

The retirement wave everyone has been predicting has arrived. In many organizations, mentoring is catching on as a means of transferring knowledge from one generation to the next, but often with disappointing results. One generation believes people should “figure it out on their own.” Another speaks in the language of case histories, diagrams, manuals and reports, while yet another speaks in 140-character tweets and video clips. Bringing these different worlds together is no easy task. And knowledge loss no longer involves only retiring employees. Anybody with critical knowledge can leave at a moment’s notice. This interactive workshop includes the do’s and don’ts of setting up and running a successful mentoring program, how to make men- toring a habitual part of your organization’s culture, the right way to use technology to support mentoring, how to answer that ever-burning objection: “I don’t have time for this!,” which knowledge transfer methods (job shadowing, storytelling, etc.) work best in what situations, the difference between mentoring, training and coaching, and how these can work together, best practices for matching mentors and mentees, how to help a mentee make the transition to mentor, how to evaluate your mentoring program and what to do when it’s not working. Workshop facilitators draw from more than 8 decades of combined experience in mentoring, along with empirical data collected from recent mentoring programs currently underway.

W8: SharePoint 2013 KM Update
9:00 a.m. - 12:00 p.m.
Benjamin Curry, Summit 7 Systems

This workshop provides an up-to-the-minute update on the SharePoint 2013 features of most interest to knowledge managers: collaboration and social tools, community of practice structures, information architecture, search and discovery, and more. It discusses the changes from the earlier version, shares opportunities to improve knowledge flows, provides tips for improving performance, and suggests ways that this tool can enable your KM program.

W9: Digital Workplace Strategies: Why & How
9:00 a.m. - 12:00 p.m.
Jane McConnell, Digital Workplace Strategic Advisor, NetStrategy/JMC

This fast-paced workshop looks at how organizations are evolving toward digital workplaces. It discusses the latest trends, early adopters, and what they are doing differently. McConnell provides a model and a method for evaluating your intranet/digital workplace and identifying your priority areas. She shows how to create personas that highlight the needs of people, businesses, and organizations and illustrates how to get management’s attention by presenting results in business-focused ways. She defines success criteria and tips including 5 common obstacles and how to overcome them. Join the workshop and take home models and tools to use in your organization.

W10: SharePoint: Shaping Information Architecture for Scale
9:00 a.m. - 12:00 p.m.
Helen Bennett, Senior Consultant, Information Leadership

SharePoint is a powerful platform and it’s easy to put together starter sites for a team or business activity. How you translate your taxonomy and metadata into SharePoint site collections, sites, libraries, folders and columns is not a “one size fits all”. As volumes and usage grows, many organisations find they have no architecture for scale and this creates huge issues and possibly a re-start. Led by an experienced practitioner, the workshop covers the traps, rules of thumb and innovative design patterns so you setup right for a wide variety of SharePoint information and KM uses.

Afternoon Workshops
W11: Creating a KM Strategy
1:30 p.m. - 4:30 p.m.
Dave Snowden, Founder & Chief Scientist, The Cynefin Company

This workshop, by a KM pioneer and popular KMWorld speaker, focuses on how to build a successful KM strategy and revitalize knowledge sharing within your organization. Dave Snowden, our engaging workshop leader, takes participants through a step-by-step approach to rethinking the role of the KM function in an organization. It includes creating a decision/information flow map to understand the natural flows of knowledge; defining micro-projects that directly link to the decision support needs of senior executives; mapping the current flow paths for knowledge within the organization; and finding natural ways to manage the knowledge of the aging workforce as well as the IT- enabled apprenticeship. Using real-world examples, Snowden shares winning strategies and insights to rejuvenate your knowledge-sharing practices.

W12: Enterprise Social Networking Strategy in a Box
1:30 p.m. - 4:30 p.m.
Gordon Vala-Webb, CEO, Vala-Webb Consulting Inc.

Enterprise social networking and strategy are two big and fuzzy concepts. When you put them together, you get exponential fuzziness. This interactive workshop helps you figure out what “social networking” means for your organization—and what your strategy ought to be. A KM and enterprise social networking practitioner with more than 13 years’ experience in understanding KM strategy in both the public and private sector, Vala-Webb provides a framework for understanding your organization’s knowledge needs and options for what your enterprise social networking strategy ought to be.

W13: Sparking Innovation: Creative KM
1:30 p.m. - 4:30 p.m.
Dr. Art Murray, CEO, Applied Knowledge Sciences, Inc. Director, Enterprise of the Future Program, International Institute for Knowledge and Innovation

Innovation is one of the desired outcomes of knowledge management, but it can be elusive. KM activities such as collaboration, sharing knowledge and expertise, metadata, and taxonomy, can all be illustrated through creative activities, activities, which in turn inspire employee engagement and innovation. The purpose of infusing creativity in KM is to enhance innovation, productivity, collaboration, employee engagement, thought leadership, and sense of community, among other benefits. Learn how creativity, innovation, and KM intersect by being introduced to the ideas and concepts of creativity and seeing illustrations of how they enhance and inspire innovation and employee engagement. This is a hands-on, interactive workshop, so come prepared to engage in an experience that takes you outside the usual knowledge management box to discover the benefits of creative KM.

W14: Cultivating Communities of Practice: The 2013 Upgrade
1:30 p.m. - 4:30 p.m.
Susan S. Hanley, President, Susan Hanley LLC Intranet Consultant, Microsoft MVP
Richard McDermott, President, McDermott Consulting Henley Business School

We used to say that people are the center of communities of practice and technology is simply a background enabler. In today’s virtual work world, technology has become an equally important dimension of a successful community of practice. We live and connect in a virtual world. And when it comes to technology for virtual collaboration, SharePoint is the dominant KM platform. One of the most innovative features of the new SharePoint 2013 is the structure specifically designed to support communities of practice: the Community site template. In this workshop, communities of practice experts bring the latest evolution of communities and the latest evolution of technology together in an exciting, interactive session. Come and learn:

  • Best practices for starting a new community and implementing a technology environment that will support it using SharePoint 2013
  • How to integrate communities into the structure of your organization and into the desktop flow of day-to-day work
  • How to build membership in your community through both the people side and the technology side
  • How to monitor the health of your community and nurture your community throughout its life cycle
W15: Selecting the Right Digital Workplace Technologies
1:30 p.m. - 4:30 p.m.
Jarrod Gingras, Managing Director & Analyst, Real Story Group
Tony Byrne, Founder, Real Story Group

Today’s flow of work already runs through a complex array of systems of record: ERP, CRM, order management, procurement, document management, intranet, and our old “frienemy,” email. Employees are now adding to this mix by bringing in requirements and expectation levels to the workplace that are based on their experiences in the consumer world. For example, they want to bring their own devices (BYOD), and cannot understand why they can’t collaborate, search, and connect to business applications while on the move. This workshop focuses on the practicalities that enterprises face when tackling the issue of developing and managing a social workplace. It shares what Real Story Group is hearing from customers, what is working, what is not, and what the prognosis is for IT directors under pressure. This should prove to be a particularly informative and essential session to attend. Questions addressed include: What is the digital workplace? What’s the business benefit of the social layer? How can companies get started without massive investment in custom development? How can these social workplace tools integrate with existing platforms (such as SharePoint or SAP) in the enterprise? What are the issues when integrating cloud-based platforms with legacy on-premise solutions? The workshop also presents a market analysis of the leading vendors and suppliers including those of cloud-based collaboration systems, and discusses best practices for selection and implementation of digital workplace technologies.

W16: The Human Side of KM: Strategies That Work
1:30 p.m. - 4:30 p.m.
Dr. Michael Prevou, Deputy CKO, U.S. Army Training & Doctrine Command (TRADOC)

While several organizational and environmental factors need to be considered when planning KM initiatives, the real culprit in many KM failures may be the absence of an effective organizational knowledge strategy that accounts for the human-side of KM. When well designed, such a strategy should link KM directly to organizational missions and objectives that affect individual and organizational performance while accounting for leadership styles, culture, and individual behaviors. Building such a strategy is not difficult if you follow a behaviorally focused development process. What makes this workshop different is that it provides participants with a simple, effective strategy framework that can be used within any organization. This framework allows KM professionals to rapidly prototype a strategy complete with nested goals, objectives, and priority tasks including behaviors that the organization wants to exemplify. The workshop introduces elements of a comprehensive knowledge strategy and provides hand-picked, successful examples from over 25 organizations. Participants identify two to three KM objectives and learn how to link them to organizational goals and objectives, define meas- ures of success, and detail priority tasks focused on generating quick wins for the organization. There is an interactive discussion of strategy-supporting approaches to identify, influence, and anchor positive, KM-related behaviors into culture.

W17: Transferring Specialized Knowledge to Accelerate Expertise Development
1:30 p.m. - 4:30 p.m.
Dr. Holly C. Baxter, Chief Scientist & CEO, Strategic Knowledge Solutions Cognitive Performance Group

One challenge facing organizations today is how to capture and transfer knowledge from departing experts to their successors. This is especially difficult at senior levels in organizations and with positions that are niche specialties. The knowledge in each of these areas is so specialized that only a few people have the knowledge, yet it’s knowledge essential to the organization. Tacit knowledge is difficult to capture and transfer effectively, because it involves deeply embedded skills that the expert may not be consciously aware of using. While many organizations have learned to capture tacit knowledge at lower levels of the organization successfully, they still struggle with transferring the senior-level and specialty knowledge. This workshop is based on a case study of more than 30 top-level executives, engineers, and scientists at Fortune 500 companies. It offers an effective process for enhancing knowledge transfer at the senior levels of organizations, including methods to capture tacit knowledge more effectively and efficiently and empower leaders to retrieve that knowledge in a way that promotes effective learning. The workshop covers the impact of levels of expertise on knowledge transfer and the challenges of transferring knowledge from experts to less-experienced individuals. Best practices and tools are shared for capturing key specialty knowledge, analyzing and documenting key knowledge, and finding multiple methods to transfer knowledge.

W18: Leveraging Knowledge From Failure to Success
1:30 p.m. - 4:30 p.m.
Lynda Moulton, Principal, LWM Technology Services
Larry Chait, Managing Director, Chait and Associates, Inc

In this interactive workshop, attendees learn how to ensure the success of their knowledge initiatives. It is designed for everyday practitioners, both those who hold official KM roles and those who do not but who believe in the need and potential of leveraging knowledge. Based on a 2013 survey and interviews conducted as part of their research for a forthcoming book as well as their 10 years of experience gained from leading the Boston KM Forum, these speakers share their learnings about successes and failures in knowledge initiatives. They discuss important lessons about what is needed to succeed today including: selecting and defining the right initiative, building a winning project plan, barriers and stumbling blocks that often stand in the way of success, and more.

W19: SharePoint Strategy & Roadmap
1:30 p.m. - 4:30 p.m.
Meta Mair, Principal Consultant, Information Leadership Consulting

SharePoint’s versatility makes it the ideal tool for managing a wide range of information,knowledge,and business processes. Learn from an expert with more than 50 successful SharePoint implementations how to translate ideas into actions, principles, and decisions that will drive your implementation forward and keep it focused on what the business values. The workshop provides the strategy and roadmap for using SharePoint and shares many real-world examples and practices.

W20: Developing an Enterprise Search Strategy
1:30 p.m. - 4:30 p.m.
Martin White, Managing Director, Intranet Focus Ltd, UK

Only one in five organizations has a search strategy. This interactive workshop ensures that attendees leave with a framework to prepare or enhance their enterprise search strategy. It provides lots of opportunity to share experiences of search strategy and governance. Run in a set of four 30-minute exercises with attendees working in small groups focusing on four aspects of a search strategy, the strategies are then pulled together. Exercises cover stakeholder requirements, content quality, technology support, and search management.

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