1. Create a Top 3 Objectives List of challenges and opportunities that your KM program will address. These objectives align business direction with program goals.
  2. Provide 9 Answers to questions about people, process, and technology. This information defines who will participate, which processes will be required, and how tools will support the people and processes.
  3. Define the KM Strategy for your KM program. These are specific steps that will be taken to implement the program, thus translating the Top 3 Objectives into action.
  • Top 3 Objectives
  1. Lower costs by preventing people from reinventing the wheel all the time.
  2. Eliminate deficits caused by repeating the same mistakes.
  3. Increase contributions by innovating and creating new capabilities.
  • KM Strategy
  1. Motivate: provide incentives for sharing and reusing proven practices.
  2. Network: create communities of practice to enable sharing and to stimulate new ideas.
  3. Supply: collect stories on both failures and successes.
  4. Analyze: look for patterns and trends in previous work, and select proven practices from the collected stories.
  5. Codify: develop standard processes to follow.
  6. Disseminate: publish standard processes to the intranet, and distribute proven practices in a monthly newsletter.
  7. Demand: use communities to ask questions about how to perform tasks, and allow searching the proven practice repository.
  8. Act: follow the standard processes, and reuse proven practices on new opportunities.
  9. Invent: create new sponsorship opportunities, and develop improved fund-raising techniques.
  10. Augment: provide chatbots and voice recognition for contacting and responding to donors
  • Top 3 Objectives
  1. Increase orders by better collaboration between sales, services, and back-office functions.
  2. Increase revenue by stimulating a flow of ideas for new products and services.
  3. Increase profits by sharing and reusing lessons learned.
  • KM Strategy
  1. Motivate: reward collaboration, submitting new ideas, and sharing and reusing lessons learned.
  2. Network: enable cross-functional collaboration.
  3. Supply: capture lessons learned and suggestions for new products and services.
  4. Analyze: select best lessons learned and suggestions.
  5. Codify: categorize and tag selected lessons learned and suggestions.
  6. Disseminate: send out lessons learned in email messages, and publish blog entries about new ideas.
  7. Demand: provide query capability for lessons learned database.
  8. Act: reuse lessons learned.
  9. Invent: develop new products and services through collaboration and submitted ideas.
  10. Augment: implement expert systems for designing, engineering, and building new products.
  • Top 3 Objectives
  1. Increase win rate by improving the proposal development process.
  2. Lower sales and delivery costs by reusing proven practices.
  3. Increase engagement quality by collaborating with customers and partners.
  • KM Strategy
  1. Motivate: measure and reward collaboration, sharing, capture, and reuse.
  2. Network: get all consultants and project managers to collaborate on projects, actively participate in communities of practice
  3. Supply: capture proposals and other project documents for all projects.
  4. Analyze: select proven practices from contributed project documents.
  5. Codify: ensure metadata is attached to submitted documents, and cleanse proposals to use as standard templates.
  6. Disseminate: make it easy for everyone to find reusable content, methods, tools, templates, techniques, and examples.
  7. Demand: search for proven practices and proposal templates for each new project.
  8. Act: reuse proven practices and proposal templates on each new project, and employ customer and partner feedback to improve project quality.
  9. Invent: use customer and partner feedback to improve existing services and create new service offerings.
  10. Augment: automatically determine the specialties, roles, and interests of consultants and automatically deliver important information relevant to their work at the time of need.



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Stan Garfield

Stan Garfield


Knowledge Management Author and Speaker, Founder of SIKM Leaders Community, Community Evangelist, Knowledge Manager https://sites.google.com/site/stangarfield/