I hope someone out there can help me because I am wracking my brain trying to remember this technique used for knowledge capture.

I think it goes something like this...

After an activity participants are put through a series of interviews gathering their perspectives on what happened. This is then written up in a two column format with the  participants comments in the left column and analyst & 'manager' comments in the right.

I think this technique has the word 'history' in it's name but I cannot recall it with any certainty.

Can anyone help with reuniting me with my lost technique?!?

Thanks

Cory Banks

Most things I do are about improvement. But in order to improve we must change. In relation to Lessons Learnt I think someone once said that you haven't learnt the lesson until you have effected change.

I am trying to gain an understanding of how you go about measuring the capacity of your organisation and its people to change.

There are obviously personality traits that can be identified. There is also a cultural aspect. Even experience of success/failure of previous attempts at change.

I am not expecting a silver bullet for this but would be interested to know how people may have gone about measuring the capacity for change.

Thanks

Cory Banks

• http://au.groups.yahoo.com/group/qkm/database?method=reportRows&tbl=2

• https://www.linkedin.com/e/gis/2121/7113E20992C8/

Hi Corey

I developed a little MS Access tool several years ago to manage my
printed documents. Nothing fancy here, but it allows me to capture
author, title, source etc. and print the metadata on a cover sheet
prior to me putting it away and able to be retieved later by wildcard
search on any metadata field. It also allows me to distribute the
document across a filing system which aligns with a BCS. If I can
work out how, I will attach a copy - feel free to do with it what you
want. (Maybe I will just upload to the files area in QKM).I have left
some data (which is not confidential) to give you an idea of how I
used it. I found it invaluable during 4 years of research because I
was able to recall key components of a document I had seen, but not
say author details. A simple search, provided the concept is captured
in the metadat, locates the document. During this
time I also used Endnote (a commercial package) to assist in
bibliographic activities but found the search facility in this not to
be appropriate for my way of thinking. (I have considered developing
a tool to link my Endnote libraries with the personal FileManager,
but ...).

For PDF properties management I use a product called PDFill
(http://www.pdfill.com/). When a PDF has been edited, this product
allows changes to some of the properties, but have not investigated
this too much - but what do you expect for US$20?

Regards
Nev

Forward: Capitalisation Rules Request - Tracey Parker (McCullough
Robertson Lawyers)

Good afternoon,

I'd like to ascertain what the practice is in other legal firms in
relation to capitalisation when referring to document names within
letters, for example.  Our practice is not to capitalise the names of
legal documents such as 'contracts', 'leases', 'deeds', 'agreements'
etc (unless the name has been defined) or unless it is a prescribed
court form which contains guidelines for capitalisation.

I would appreciate hearing what the practice is in other firms?  In
particular in relation to the capitalisation (or not) of government
department forms, eg 'Form 1 Transfer' (or 'form 1 transfer'),
Certificate of Title etc?  Given that these are the actual titles of
prescribed departmental forms, there is argument that they should be
capitalised?

Kind regards

Tracey Parker
Precedents Manager
Direct line: 07 3233 8959 | Mobile: 0418 796 887  | email:
tparker@...

McCullough Robertson Lawyers,
Level 11 Central Plaza Two, 66 Eagle Street Brisbane Qld 4000

Telephone: (07) 3233 8888 International: +617 3233 8888 Fax: (07)
3229 9949
www.mccullough.com.au

Dear Colleague,

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send an email with the subject line "Unsubscribe" to
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http://www.kmworld.com






--- In qkm@..., "Cory Banks" <cory.banks@g...> wrote:
>
> I am posting this on behalf of ccarlton@d... .
> The message was posted to the old list at Smartgroups.
>
> =========================================================
> From: ccarlton@d... [mailto:ccarlton@d...]
> Sent: Wednesday, 6 September 2006 4:07 PM
> To: qldkm@s...
> Subject: [qldkm] Website Blogs
>
> I feel rather ironic posting this here, but I am interested to know
> your views on having a 'blog' on a law firm website.  There are
very
> few examples around in Australia.
> If anyone has looked into it I would love to hear ideas.  I have
done
> some research into law firms in America, but there appears to be a
> strong emphasis on law firm marketing which may be why the idea of
> a 'blog' is more prolific.
>
> I think it may be a worthwhile tool in knowledge sharing.
>

Great QKM Forum this week - heaps of varied and very useful
discussion!

Following the meeting, there was some further discussion about
designing questions for use in social network analysis.

In his presentation, Andrew Rixon from Anecdote recommended the
following book for help in designing questions:

Rob Cross, "The Hidden Power of Social Networks"

I haven't looked at it yet, but thought that those interested might
like to check it out.

Regards

Christine Johnston
Knowledge Manager
Direct line: 07 3233 8796 | Mobile: 0438 724 248 | email:
cjohnston@...
McCullough Robertson Lawyers,
Level 11 Central Plaza Two, 66 Eagle Street Brisbane Qld 4000

Telephone: (07) 3233 8888 International: +617 3233 8888 Fax: (07)
3229 9949
www.mccullough.com.au

Cory,

Joy London, the author of the "excited utterances" weblog is a
recognized authority on law blogging (with an emphasis on KM).

Here's a link to her old blog (the link to her new blog does not appear
to be working).
http://excitedutterances.blogspot.com/

Best regards,
Peter

Cory Banks wrote:
> I am posting this on behalf of ccarlton@... .
> The message was posted to the old list at Smartgroups.
>
> =========================================================
> From: ccarlton@... [mailto:ccarlton@...]
> Sent: Wednesday, 6 September 2006 4:07 PM
> To: qldkm@...
> Subject: [qldkm] Website Blogs
>
> I feel rather ironic posting this here, but I am interested to know
> your views on having a 'blog' on a law firm website.  There are very
> few examples around in Australia.
> If anyone has looked into it I would love to hear ideas.  I have done
> some research into law firms in America, but there appears to be a
> strong emphasis on law firm marketing which may be why the idea of
> a 'blog' is more prolific.
>
> I think it may be a worthwhile tool in knowledge sharing.
>
>
>
>

I am posting this on behalf of ccarlton@... .
The message was posted to the old list at Smartgroups.

=========================================================
From: ccarlton@... [mailto:ccarlton@...]
Sent: Wednesday, 6 September 2006 4:07 PM
To: qldkm@...
Subject: [qldkm] Website Blogs

I feel rather ironic posting this here, but I am interested to know
your views on having a 'blog' on a law firm website.  There are very
few examples around in Australia.
If anyone has looked into it I would love to hear ideas.  I have done
some research into law firms in America, but there appears to be a
strong emphasis on law firm marketing which may be why the idea of
a 'blog' is more prolific.

I think it may be a worthwhile tool in knowledge sharing.

In various contexts, we have used spreadsheet, database, content
management system, and intranet to hold lessons learned. In order to
maximise re-use, they need to be retrievable from all sources through
the one search engine. The preferences of those capturing often
dictates the tool - what they are comfortable with, what suits the
lessons learned data for different worktypes, and so on.
I understand that Sharepoint also has some capability (of the wiki
type) which could be used to capture lessons learned.
In the latest volume of KM Review there is an article "Finding the
value in leasons learned databases" which is not so much focussed on
the tool as the value delivered. The author suggests that capturing
the lessons learned in an environment where they are acted upon and
there is a culture of learning is as important as where you put them.
From this standpoint, he suggests that a simple spreadsheet will do.
You might also find it useful for the complementary part of your
exercise in addressing "the quality and sucess to which learnings are
identified and recorded"



--- In qkm@..., "Cory Banks" <cory.banks@g...> wrote:
>
>
> Will it's time to fire this baby up. Welcome to the new QKM list.
>
>  I have a question regarding how people are approaching the
challenge of storing lessons learned in an accessible format and
location.
>
>  Currently our area on occasion will conduct Post Implementation
Reviews (PIR) . These are stored as documents on a network drive and
contain suggested improvements and experiential recordings.
>
>  I have a side issue of the quality and sucess to which learnings
are identified and recorded, but my main concern is the practicality
of sharing this knowledge effectively.
>
>  What does your area do? Are you using a register in a spreadsheet,
database, content management system/intranet, specific software
product or even a Wiki?
>
> I look forward to your response and participation in this
discussion.
>
>  Thanks
>
>  Cory Banks
>
>  Corporate Projects Division
> Suncorp
>

We primarily capture lessons learned in two ways:
1.  Retention of documents which are great examples of a past
transaction and would provide a useful starting point for future
transactions, and which are accompanied by an explanation as to why
the document would be useful, how it was used previously, what makes
it special, the context of the orginal transacton, lessons learned
about the documentation during that transaction, etc;
2. Notes from informal internal seminars given to share learnings and
project experiences at the end of large matters (part of our CLE -
continuing legal education program).

I also see some challenges for us in relation to content, capture and
consistency, but to focus on access...

The documents are all captured within our document management
system.  The example documents have a formal naming structure, are
keyworded, and may be categorised - this process is checked by the KM
team.  The CLE notes should be named in accordance with our document
naming conventions but this is at the discretion of the user.  Both
can be profile or full text searched within the document management
system.

We have also had increasing demand from users to access all
information we have on a particular topic (precedent documents,
example documents, drafts/working documents, web links, etc)  from a
web browser in a tree view.  The current version of our document
management system doesn't allow for this (newer versions currently
under investigation have more flexibility in this regard).  As an
interim measure we have created a 'knowledge pack' module for our
intranet which allows users build a tree view with subject
categorised folders and links out to the documents in the DMS or
other web links.  The user can determine the folder names, structure
and content.  The knowledge pack would sit within the relevant
business unit's team page on our intranet.  The software was custom
written in house and I guess is wikki-like but consistent in format
and function with our other intranet modules.  The emphasis is not so
much on a place to access lessons learned but a topic focussed
information source which happens to include lessons learned.

Two points to note about the knowledge packs:
1. The trick to creating and maintaining a knowledge pack seems to be
a balance between initial set up assistance then handing ownership
over to the business unit;
2. There is a bit of a double handle as the documents are profiled in
the the DMS, then subject classified into the knowledge pack.  The
advanatage is that the DMS profile is quality checked by the KM team
to comply to corporate naming and classification standards, but the
knowledge packs can customised to the needs and preferred structure
of the particular user/business unit.  The document can then be found
under either system.

Regards
Christine

Christine Johnston
Knowledge Manager
Direct line: 07 3233 8796 | Mobile: 0438 724 248  | email:
cjohnston@...

McCullough Robertson Lawyers,
Level 11 Central Plaza Two, 66 Eagle Street Brisbane Qld 4000

Telephone: (07) 3233 8888 International: +617 3233 8888 Fax: (07)
3229 9949
www.mccullough.com.au

Will it's time to fire this baby up. Welcome to the new QKM list.

I have a question regarding how people are approaching the challenge of storing lessons learned in an accessible format and location.

Currently our area on occasion will conduct Post Implementation Reviews (PIR) . These are stored as documents on a network drive and contain suggested improvements and experiential recordings.

I have a side issue of the quality and sucess to which learnings are identified and recorded, but my main concern is the practicality of sharing this knowledge effectively.

What does your area do? Are you using a register in a spreadsheet, database, content management system/intranet, specific software product or even a Wiki?

I look forward to your response and participation in this discussion.

Thanks

Cory Banks

Corporate Projects Division
Suncorp