Ways-of-working
Planning
Depending on the level of granularity and focus, we can create a plan at the strategic, tactical, or operational level. Each level addresses different aspects of your project. Here’s how you can approach planning for each level:
1. Strategic Level Planning
2. Tactical level planning
3. Operational Level Planning
1. Strategic Level Planning:
Focus
Business model, corporate strategy, competition, and the entire organization within the competitive landscape.
Scope
Business Model Alignment:
Understand how knowledge and data management aligns with your business model. Identify strategic goals related to knowledge utilization, innovation, and competitive advantage.
Corporate Strategy Integration:
Ensure that knowledge and data management aligns with the overall corporate strategy. Define how knowledge contributes to achieving strategic objectives.
Competitive Landscape Analysis:
Assess competitors’ knowledge practices. Identify threats and opportunities within the competitive landscape.
Time Horizon
Multiple years (quarterly pace).
Key Steps
1. Gap Analysis: Compare your existing knowledge map to the strategic goals. Identify gaps in knowledge coverage, accessibility, and alignment with strategic priorities.
2. Goal Definition: Set clear, measurable goals related to knowledge utilization, innovation, and competitive advantage.
3. Resource Allocation: Allocate resources (budget, personnel, technology) to support knowledge initiatives.
4. Quarterly Milestones: Define quarterly milestones, Key Metrics and Deliverables for achieving strategic goals.
2. Tactical Level Planning:
Focus
Governance, organization, culture, and management within functional teams or organizational units.
Time Horizon
One to three years (monthly pace).
Scope
Governance Framework:
Establish governance structures for knowledge management. Define roles, responsibilities, and decision-making processes.
Organizational Culture:
Foster a knowledge-sharing and data appreciating culture. Address resistance to change.
Organization and Management Practices:
Implement processes for capturing, organizing, and sharing knowledge and data.
Key Steps
Gap Analysis:
Compare your knowledge map to tactical goals (e.g., improving team collaboration, reducing duplication). Identify gaps in knowledge processes, cultural norms, and team dynamics.
Task Breakdown:
Create a task list (e.g., content creation, training programs, knowledge audits, knowledge transfer and sharing structure).
Timeline and KPIs:
Set monthly milestones and key performance indicators (KPIs) for knowledge adoption.
Resource Allocation and Governance:
Assign team data & knowledge roles and allocate time for knowledge-related tasks. Alleviate hurdles to change.
Sharing of results
3. Operational Level Planning:
Focus
Concrete actions, resources, and deliverables related to specific knowledge gaps or issues.
Time Horizon
One quarter to one year (weekly pace).
Scope
Knowledge Gap Resolution:
Address specific gaps identified in the knowledge map.
Issue-Specific Actions:
Tackle urgent knowledge-related issues (e.g., outdated documentation, lack of training materials).
Key Steps
Gap-Specific Tasks:
Break down actions needed to close knowledge gaps (e.g., updating manuals, creating FAQs).
Resource Allocation:
Assign responsibilities and allocate resources (people, tools, time).
Weekly Deliverables:
Set weekly deliverables (e.g., revised documentation, training sessions).
Feedback Loop:
Continuously collect feedback and adjust operational actions.
Recognition of efforts