Dr. Moria Levy CEO, ROM Knowledgeware www.kmrom.com

1. Knowledge Continuity & Retention Avi Kedem CKO, IAI- Israeli Aircraft Industries www.iai.co.il Dr. Moria Levy CEO, ROM Knowledgeware www.kmrom.com

2. To Be Discussed The Need Methodology The IAI Way Summary

3. The Need

4. Why Is Knowledge Continuity an Issue? • The “Baby Boom” • An era of knowledge "there is nothing new under the sun" Ecclesiastes Chapter 1,9

5. There is a Need !!! Houston we have a problem

6. It is Not That Trivial (I) The knowledge in one’s brain is ENDLESS

7. It is Not That Trivial (II) Managers are too busy with today’s tasks

8. It is Not That Trivial (III) In order to be used, the knowledge has to be readable and accessible

9. The Methodology

10. Redefining the Mission Minimizing organizational business loss

11. Methodology Preliminary stage Deciding: who's knowledge to preserve ( ) 1 Scope Definition 2 Knowledge Transfer 3 Integration Published in Journal of Knowledge Management, Vol 15. No. 4, 2011

12. Deciding Who's Knowledge to Preserve 0 TIP: do not put too much energy into this stage (~5%)

13. Scope: what should be preserved? 1 TIP I: be empathic working with the retiree TIP II: prioritize. Ask- “SO WHAT?”

14. Knowledge Transfer 2 TIP I: structure the process TIP II: structure the results (templates; structured wiki)

15. Integration into Organizational Environment 3 TIP: regard as most critical step !

16. Methodology Preliminary stage Deciding: who's knowledge to preserve ( ) 1 Scope Definition 2 Knowledge Transfer 3 Integration One more TIP: adjust to organizational characteristics

17. The IAI Way

18. Methodology in IAI Scope Definition - Mapping • Mapping processes and subjects • Prioritizing according to criticality and complexity • Documenting • Packaging Knowledge Capturing & Packaging • Designing user friendly interface • Building a performance support knowledge-base Knowledge-base Creation • Embedding the knowledge into the organization’s processes • Reuse of the retained knowledge Integration

19. Mapping & Prioritization Scope Definition - Mapping Knowledge Capturing & Packaging Knowledge-base Creation Integration 19

20. Capturing & Packaging Scope Definition - Mapping Knowledge Capturing & Packaging Knowledge-base Creation Integration

21. Designing & Building Scope Definition - Mapping Knowledge Capturing & Packaging Knowledge-base Creation Integration

22. Who Is Involved? • The retiring expert • The future expert • The process coordinator • KM consultant • Website developer

23. Time Investment • Duration: 4-6 month (net) • The expert, future expert: 6-10 hours a week each

24. Summary

25. Personal Insights (l) • Why is Knowledge Continuity an issue? In the US and Canada 20% of the total work force will leave this decade • Minimizing organizational business loss: the estimated loss of expert’s knowledge $100,000 • Are experts willing to share their knowledge? • 70% Yes - anytime • 20% Yes - a year plus before retirement • 10% No

26. Personal Insights (ll) • Essential prerequisites for success of knowledge retention • The experts: willingness to share their knowledge • The future expert / team: willingness and desire to learn and share • Manager: involvement in the process and support (Managers are too busy with today’s tasks) • Adjust the methodology implementation to organizational characteristics

27. Knowledge Continuity Existing team of experts • Objective: sharing explicit knowledge in an existing team of experts • Process: very similar to the one used for retiring expert • Mapping: processes & subjects related to team’s know-how • Knowledge Capturing: related to several experts • Emphasis: introducing a culture of constant sharing of explicit and tacit knowledge

28. Discussion

29. Knowledge Continuity &Retention ThankYou Speakers: Dr. Moria Levy CEO, ROM Knowledgeware • moria@kmrom.com Avi Kedem CKO, IAI- Israeli Aircraft Industries • akedem@gmail.com