grassroots adoption strategies for corporate knowledge sharing

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C202 Migration to SharePoint: A Grassroots Perspective Elizabeth Turner, M.I.S., M.L.S. First Command, Fort Worth Texas [email protected]

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This is the talk I gave at KM World 2014 in Washignton DC at the Grand Hyatt. Concerns my experiences with corporate wikis and SharePoint as vehicles for knowledge sharing. Based on Ikujiro Nonaka's theory of dynamic knowledge creation.

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Page 1: Grassroots Adoption Strategies for Corporate Knowledge Sharing

C202 Migration to SharePoint:

A Grassroots Perspective

Elizabeth Turner, M.I.S., M.L.S.

First Command, Fort Worth Texas

[email protected]

Page 2: Grassroots Adoption Strategies for Corporate Knowledge Sharing

In a nutshell…

The same concepts that make wikis, intranet, and

corporate stories successful are what make

SharePoint implementations successful

Grassroots adoption takes intent and planning,

with varying levels of formality

The more complicated your site sprawl gets, the

more you need a controlled vocabulary

Page 3: Grassroots Adoption Strategies for Corporate Knowledge Sharing

The Knowledge Society - Nonaka

Knowledge’s use and purpose increases as it

is shared and refined

Social interaction and sharing culture –

“working out loud”

Capture and organization of information vs.

sharing knowledge

Page 4: Grassroots Adoption Strategies for Corporate Knowledge Sharing

From underground to solid wiki ground

Getting started Launched with sandbox server and

MediaWiki toolset (free)

Developer, Tech Writer, and PM (me) seeded the original pages

Created categories and tags for starting point, loose controls on categories

Paid interns to archive senior programmer’s “email advice” as tips & tricks

Used native stats pages, played with add-ons like tag cloud

Getting buy-in Bought t-shirts and lunches for show-

and-tell

Maintained sandbox page for ANYONE to practice

Used CEO’s photo on laminated job aid for basic syntax & login

Used file cabinet versus scrapbook analogy to navigate repository hurdle (more on this)

Trained all the dept admins on basic wiki functions

Page 5: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Filing Cabinet versus Scrapbook

Images copyfree/shared with permission

Page 6: Grassroots Adoption Strategies for Corporate Knowledge Sharing

The role of corporate storytelling in KM

Stories versus lore

Mentoring and teambuilding

Narrative + experience = context

Frame lessons learned

All stories have a point – build morale, share wisdom,

raise esteem, sway an opinion

How do you capture and preserve stories beyond the oral

tradition?

Page 7: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Giving Content Proper Context

Artifact or

Procedure

Narrative or Dialog

Content

Page 8: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Essential Questions for Site Sprawl

Who owns this content?

Where does it live?

Who maintains/freshens/weeds this content?

How do we find it?

Page 9: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Taxonomy ideas

Analytics

Navigation paths

Term store – capture user-entered keywords

Frequency analysis of search logs

Ticket logs

Timecard logs

Outlook folder screenshot

Dueling whiteboards

Page 10: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Evaluating the Knowledge Landscape

What are we missing? Rely on CoP

Seed stub pages

“Coming soon”

What doesn’t belong?

Either everyone owns/flags

Or Content Owner removes

Who am I and what do I see?

Locked down versus open - depends on formality and

finality of content, and audience

Page 11: Grassroots Adoption Strategies for Corporate Knowledge Sharing

How do you create communities of

practice?

Corporate-led training is often formal and learning

evaporates in the classroom

Develop interpersonal relationships and build trust

(change agents)

Mentorship vs. sharing – 2 people isn’t sharing!

Transparency – what is the business case?

Raise overall awareness – branding, messaging

Supplement concepts for deep understanding

Page 12: Grassroots Adoption Strategies for Corporate Knowledge Sharing

How do we measure success?

Determine criteria for your own organization. Is it…

Not a lot of people badmouth SharePoint

Navigation paths to the contact page are less popular than nav paths to content

# of tickets turned in to CoE

One site owner per department

Sufficient metrics to indicate adoption

Something else?

Page 13: Grassroots Adoption Strategies for Corporate Knowledge Sharing

Thank you!

I’d love to discuss with you further…

Liz Turner

[email protected]

@lizenlair (Twitter, Instagram, Facebook)