knowledge capture initiative summary report

Knowledge CaptureInitiative Snapshot

KMRM Consulting, LLC

Discovery Selling Team Building

Process Capture Initiative

Document & Records

ManagementKMRM Consulting, LLC

Continuous Improvement

One-on-One Vmax

Leadership Training

Strategic Planning

Discovery Selling Team Building


Document & Records

Management


Identify existing documented policies and processes to get a snapshot of where the Company is now The “snapshot” is an intrinsic piece of

Continuous Improvement. How can you enter into a path of improvements unless you know where you are and what needs to be improved?



Identify duplicate and contradictory documents for risk management Auditing the N-drive


?


Identify processes and documentation of processes that need to be updated, revised or deleted Emergency Action Plan Quality Control Manual Quality Assurance Manual Process Flow Chart



Heighten awareness of job processes and responsibilities for the purpose of better job accountability toward each other Who does what… when and how Kickoff Meeting Agenda and project information Process Flow Diagram project



Format existing and newly generated policies and processes into templates for standardization Use KMRM templates Consistent information Identical layout People know where/how to find what they need



Print hardcopy of policies and processes in departmental notebooks for tactile reference



Establish an electronic deliverable (Wiki) to provide universal access Findability Usability Searchability Intellectual Asset


Knowledge Management =people + process + technology

KM Drivers: Achieving organizational efficiency Dealing with communication problems Information overload Knowledge loss Managing and dealing with change Reinventing the wheel syndrome Complexity of knowledge domain Maintain competitive advantage


People… developing relationships through: Individual interviews One-on-one meetings Staff meetings Production meetings Safety meetings Team Leader meetings


Process… the five phases of process management: The Reactive Phase: realizing the need for

process improvement Documentation Phase: collecting data Stability Phase: make unstable processes

stable, then stable into better Corrective Action Phase: tweaking the process

design in a cycle of continuous improvement Preventive Action Phase: preventing defects

and errors before they occur


Technology… the wiki KMRM’s “customer-driven solution” Powerful communication tool Only effective if used


Q & A

Short Break Return Hand out and go over notebooks


Department Notebooks


Contents

Letter from KMRM Department abbreviations for Wiki and N-drive Wiki style sheet Using links Definitions of Terms used Blank copies of both Policy & Process Templates CW Process for Writing Policies and Processes


Department Specific

Printed copy of individual process pages found on the wiki The ones for which your department is responsible Edited for standardization Supporting documents and forms are not in your

binder; these reside in the uploaded documents and files folder


Appendix

Guide to writing policies and processes Why document policies and processes? Policies and processes diagram


Wiki Reminders


Writing policies and processes


Use the policy and process templates option when creating a new page on the wiki


When selecting a name for your policy or process page, begin with your department abbreviation; for syspro processes, type “SYS” immediately following your department abbreviation Example:

“ACT SYS Supplier Query”



Place the page in the “Policies and Processes” folder



Keep all policies and processes in the “Policies and Processes” folder


Architecture


Policies and processes folder Each department has an

“uploaded files and docs” folder

Each project has a folder Create new folders as necessary

Links

Use the globe with chain link icon while in edit mode

Link to wiki page, wiki folder, email address or URL Link to supporting forms, documents, and other

processes


Searching

Front page Pages and files Tagging


Working Collaboratively

Create a page; fill in the process information Have users read and edit the page Use the comments box for discussion Change from “work in progress” to “original” when

finalized


Appreciation Luncheon


KMRM.com


knowledge capture initiative summary report

Business

processes

kmrm consulting

department

writing policies

wiki

department

policies

processes