Knowledge Management

Sharing knowledge falls within a broader concept of knowledge management. There are many definitions of knowledge management because the needs of organisations and individuals vary greatly. You may also hear it referred to as knowledge mobilisation or knowledge into action, but it is the concepts that are important and probably familiar. The suggestion is that knowledge needs to be managed like any other asset in order to be usable and useful.

Often it is helpful to think about this in terms of an information need. The Knowledge Network digital library includes a huge range of resources such as books, journals, evidence summaries and databases, which will meet a range of information needs.

However, the best information source to meet a particular need is often a person or a network of people. People are key to all stages of the knowledge management process. 

It's not just about acquiring new knowledge, it's about getting that knowledge into practice.

It's about protecting against knowledge loss, retaining knowledge when someone leaves an organisation.

And it's about keeping knowledge up to date, removing old material and updating existing knowledge. It's a cycle.


Capturing knowledge

You may have many different types of knowledge as an individual:

  • Knowledge you know you have and should be sharing. You may already have processes in place to exchange this
  • Knowledge that is unique and important to you but you are unsure how valuable it is to others
  • Knowledge you are vaguely aware of at the level of intuition or instinct which you would struggle to express
  • Knowledge you are completely unaware that you have

Only through conversation and knowledge exchange with others can we become aware of the value of all the knowledge we are holding.

There is therefore great value to organisations and teams to surfacing this knowledge and making it available to others. There is also great risk if someone leaves an organisation and takes all their knowledge and experience with them.

Knowledge Management techniques

There are many techniques and approaches which can help us to engage in effective knowledge management more consciously and deliberately. If we can build these into business as usual we, our teams and our organisations will benefit.

Below are a selection of techniques with links to more information on how to try them yourself. There are many more out there but this can give you a starting point.

Action learning sets

A series of regular meetings providing a supportive environment to discuss, reflect and find solutions or develop skills in a common area of interest. Can be self-facilitated or include an external advisor who can help to set tone, manage timetables/agendas, demonstrate action learning skills and help members develop these skills. 

How to use

  • Set ground rules to agree confidentiality, active listening, how time will be managed, etc
  • Members have two roles - presenter and peer supporter
  • Presenter - presents real life issue they want to solve
  • Issues presented are focused on what the group are trying to achieve
  • Peer supporters - help presenter by listening actively and asking questions to gain insight and new perspectives
  • Use open questions - avoid closed, leading and multiple questions
  • Reflect and form a plan of action

More information Action Learning Sets from NHS England 

After action review

A short, facilitated meeting of project team members (and possibly other stakeholders) to evaluate and capture lessons learned. Often used towards the end of a project but it may also be used at the transition points between project phases. It should show whether anything could have or should have been done differently.

How to use

  • Held immediately after a piece of work or event
  • Involve everyone who took part in the ‘action’
  • Usually facilitated by a member of the team
  • Discuss: what was supposed to happen? What actually happened (what went well and could have gone better)? Why was there a difference? What can we learn?
  • Capture the lessons learned in a shared repository, such as a speadsheet on a shared drive

More information on After action review from NHS England

Appreciative interviews/ Liberating structures

Liberating structures are a collection of field tested and evidence-based facilitation tools and techniques. There's over 33 of them and they all share a similar logic - the aim is to create space for active listening and creativity while also providing a clear structure for a group to work in. The structures provide reassurance and help to guide thinking but are also deliberately designed to break down hierarchies, promote connection across boundaries and tap into tacit knowledge.

How to use

Appreciative interviews are just one example:

  • Discover and build on the root causes of success
  • Tell a colleague a story about something you are proud of
  • Pay attention to what made the success possible
  • Retell your partners story to another group
  • Look for insights and patterns - how can we build on these?

More information on Appreciative interviews on Liberating Structures website.

Find out more about Liberating structures generally:

 

Before action review

A short session carried out by team members at the start of any piece of work to identify clear objectives, assess challenges and risks, and take forward any learning from past experiences. Suitable for a range of contexts including project stages, workshops, events and larger pieces of work. 

How to use

  • Should be carried out at earliest opportunity to directly inform planning
  • Carry out within your own teams
  • Can be useful to have a facilitator who isn’t taking part so that all team members can fully contribute
  • Discuss: what are we setting out to achieve? What can be learned from similar situations and past projects? What will deliver success (How will you measure this)? What are the actions we need to take to avoid problems and apply good practice? 

More information on Before Action Review from NHS England

Elicitation interview

This is a one-to-one interview with a colleague to draw out the knowledge that is in your head (tacit knowledge). It can be one of a series of knowledge transfer activities we conduct as part of knowledge harvesting. 

How to use

The process should start as early as possible and include:

  • Identifying key knowledge areas
  • Asking colleagues what they would like to know
  • Agreeing priorities
  • Identifying colleagues to help with knowledge transfer activities
  • Creating the person's ‘legacy’
  • Capturing output and storing this in a central area accessible to the whole team

Make a note of the process, what should happen and where information should be stored. Then you can repeat whenever needed.

More information on Elicitation interview from NHS England.

This includes: suggested questions and template for Elicitation interview.

Fishbowl

Useful for debate and sharing ideas and knowledge from a variety of perspectives. More dynamic than a traditional panel discussion, the informality breaks down barriers so people can learn from each other. Useful to have multiple facilitators to manage discussions and capture conversations. 

How to use

  • Two 'circles' - in person these can be two circles of chairs. Virtually, circles can be indicated by putting cameras on or off 
  • The inner circle are the 'fish' who take part in discussions. Virtually, these people keep cameras on
  • The outer circle are the observers who listen and think. Virtually, these people keep cameras off
  • Fishbowls can be closed or open
  • Closed with experts in the inner circle which doesn't change
  • Open where observers can enter the inner circle to join the discussion either by joining a spare chair in person or by raising a hand and turning on their camera virtually
  • Facilitators identify topics, identify and brief the fish, help manage circles, make sure everyone gets a turn to speak, capture conversations and lead debriefs
  • You can use props to manage conversations e.g. whoever has the toy fish is the speaker
  • Liberating structures version has an additional step where after the inner circle discussion comes to a natural end, the outer circle break into groups to discuss what they have heard so far and formulate questions to submit and carry on

More information on Fishbowl from NHS England.

More information on User experience fishbowl on the Liberating Structures website.

Knowledge assets/ actionable knowledge products

These are things that make knowledge useable in different contexts. Once we have had a conversation or conducted research, we need to do something with the knowledge we have gathered to make it useful. Clinical decision support tools are a good example for health, but also think of pathways, hand washing posters, health literacy cards. They can be simple or complex; can be human, structural or technological.

We have all been involved in creating knowledge assets or actionable knowledge products but thinking about their characteristics and the point of them makes them into something more useful, something others can benefit from in the future.

How to use

Knowledge assets should:

  • Be easy and convenient to use
  • Be contextual - what works for some won't work for others
  • Save time
  • Support consistency for equity of experience and care

More information on Knowledge assets from NHS England.

Knowledge cafe

An informal method to stimulate collective thinking through conversations. Individuals are paired at random to talk to each other and exchange knowledge. These can help to solve problems, break down silos and drive creative thinking.

How to use

These can be shaped in all sorts of ways, for example:

  • Facilitator outlines the theme and poses a single open-ended question
  • Break into small groups to discuss, these can stay the same for the duration or change regularly to allow more interaction
  • Return to the main group and share insights from each individual group
  • Usually no attempt is made by participants to capture the conversation as the value is in the conversation itself and the learning that each individual takes away
  • Facilitators may wish to capture insights from the final sharing session

More information on Knowledge cafe from NHS England.

Knowledge harvesting

Something many of us will have been involved in - having a discussion with someone who is leaving a team or organisation. However, when we do this in a more deliberate and structured way - and give ourselves as much time as possible to do it - there is less risk of important knowledge being lost.

How to use

There can be many elements to knowledge harvesting:

  • Decide what knowledge and expertise will be captured
  • Agree who needs this knowledge and how it will be shared with them
  • Identify a facilitator who will interview the person
  • Consider different interview formats and techniques. For example, you may wish to make a video of some of the interviews
  • Record and organise the resulting knowledge into a knowledge asset (see below).

For suggested process and reusable materials see our Knowledge harvesting toolkit.

More information on Knowledge harvesting from NHS England.

Peer assist

Part of a series of processes commonly and effectively used in other industries. This is one of several referred to as ‘learning before doing’. 

A team asks for help from others outside their immediate team - people are invited to share their experience, insights and knowledge with the team. Tends to be a spirit of reciprocity which promotes learning between teams and stronger networks.

How to use

There are many ways to go about conducting a peer assist review. For example:

  • Agree a clear purpose
  • Check if anyone else has solved a similar problem
  • Ask an external facilitator to help meet the desired outcome
  • Plan a date and agree the length - half day to two days long is common
  • Share information and context
  • Ask questions and give feedback
  • Analyse what you have heard and agree actions

More information on Peer assist from NHS England.

Retrospect

Usually used at the end of a project or project stage but useful for other situations where you want to reflect on a piece of work and capture the knowledge. Often used as part of agile working methodologies. This is considered a 'learning after' technique. 

Consists of a structured, facilitated meeting involving the project team and stakeholders. Suggested meeting length can vary depending on context, team size, complexity of the project, etc so can be anywhere from 45 mins to 4 hours. Participants should address what went well, what could have gone better and what could be improved, though there are many variations on these questions. 

How to use

There are many retrospect templates available. For example: 

  • Arrange the meeting for soon after the end of a project/project stage 
  • Invite all people and key stakeholders involved
  • Create an open environment where team members feel comfortable sharing honest feedback (consider using an ice breaker or liberating structure)
  • Depending on the size of the group you may wish to split them into smaller groups
  • Invite everyone to spend time answering the three key questions (or a variation of these)
  • Participants should take turns to speak - use a talking object, nominate or raise hands if virtual, and ask someone to keep an eye on the time
  • Invite the group to summarise their answers on post it notes or an online whiteboard tool
  • Capture the lessons learned in a repository such as a spreadsheet. This should be shared with participants and teams to review on an ongoing basis

More information on Retrospect from NHS England

Health Literacy

Health literacy is about people having enough knowledge, understanding, skills and confidence to use health information, to be active partners in their care, and to navigate the health and social care systems.

As health and social care professionals, when we share knowledge and information with patients, we have a responsibility to support health literacy. 

People need staff and services to operate and communicate in a way that makes it easier for them to understand and empowers them to be active partners in their care.

The below links provide information about how you can support communication and understanding. The tools described are intended to help health and social care practitioners avoid jargon, give clear and understandable directions, and ensure understanding.