Where do Technical Writers Fit into
       Knowledge Management?

Society for Technical Communication, Toronto
                May 16, 2012




            © Missing Puzzle Piece Consulting, 2012
Agenda

• Introduction
• What is Knowledge Management
• Where do Technical Writers fit in to KM?




                © Missing Puzzle Piece Consulting, 2012        2
Missing Puzzle Piece Consulting
Organizing Chaos:

The key to success is
focusing on people, process,
and technology, not one,
but all three and how the
three integrate and work
together to provide superior
collaboration, business
process, and decision
making results for the
organization.


                    © Missing Puzzle Piece Consulting, 2012   3
Who am I?

                 •    Stephanie Barnes
                 •    Accountant and IT Management by
                      education
                 •    KM consultant by choice
                 •    Chief Chaos Organizer at Missing Puzzle
                      Piece Consulting, Knoco franchisee
                 •    4 yrs KM at HP
                 •    8+ yrs as consultant to a variety of
                      companies including BMO, HSFO, Kodak,
                      HP, Zenon Environmental, OSC, CIBC,
                      ENEC
                 •    Based in Toronto




© Missing Puzzle Piece Consulting, 2012                         4
WHAT IS KNOWLEDGE
MANAGEMENT?

         © Missing Puzzle Piece Consulting, 2012   5
Knowledge Management

Definition
• Connecting people to the knowledge they
  need to do their jobs whether that knowledge
  is tacit or explicit
• Includes activities as diverse as enterprise
  content management, lessons learned, peer
  assists, and communities of practice


                © Missing Puzzle Piece Consulting, 2012   6
Explicit Knowledge
                               (documented knowledge)

•   Business plans
•   Client lists
•   Letters
•   Project plans
•   Project Charters
•   Forms
•   Meeting minutes


               © Missing Puzzle Piece Consulting, 2012   7
Tacit Knowledge
             (knowledge in individuals’ heads)


• Social networks
• Previous
  experience
• Learning from
  courses
• Research


              © Missing Puzzle Piece Consulting, 2012   8
Knowledge Flow
                         People                            to        Knowledge Repository
                •Sharing, e.g.                                                      •Knowledge artefact
                 Communities of                                                            creation, e.g.
                 Practice, mentoring,                                                   documentation,
                 expertise location                                                     lessons learned


People
                                         Communicating            Collecting


             from


                                            Accessing               Organizing

Knowledge
                •Learning, e.g. on-                                                      •Systematizing
Repository       the-job training,                                                   concepts, e.g. meta-
                 lessons learned, peer                                                 data, taxonomies
                 assists, searching



                                                                   Based on Nonaka and Takeuchi, “The Knowledge Creating Company,”
                                                                   p62
                                         © Missing Puzzle Piece Consulting, 2012                                                9
Knowledge Management Framework


Governance
 Purpose, Vision, Goals,
      Objectives



       Oversight
                           Enabling Activities
 Policies and Procedures
                             Change Management


   Lifecycle Processes
                                   Staffing               Component Activities
Metadata and Taxonomies          Technology              Documented                Document Handling      Sharing and                   Supporting       Innovation
                                                         Knowledge                 • Document Assembly    Collaboration                 • IT Knowledge   • Idea Management
                                                         •   Portal/Intranet       • Component Content    •   Lessons Learned             Management     • Business Intelligence
                                                         •   Document Management     Management           •   Communities of Practice   • Workflow
                           Professional Development      •   E-mail Management     • Records Management   •   Social Media              • Search
    Version Control                                      •   Enterprise Content                           •   Collaboration
                                                             Management                                   •   Expertise Location

                           Metrics and Measurement

         Privacy




                                                 © Missing Puzzle Piece Consulting, 2012                                                                                           10
Framework - Component Activities




           © Missing Puzzle Piece Consulting, 2012   11
Some Benefits of KM

•   Better organization
•   Better use of knowledge assets
•   Knowledge sharing
•   Improved learning




                  © Missing Puzzle Piece Consulting, 2012   12
Approach


                 People




Technology                        Process




    © Missing Puzzle Piece Consulting, 2012          13
How to get started/focused?

• What problem are you trying to solve?
• What challenge are you trying to overcome?




               © Missing Puzzle Piece Consulting, 2012   14
Knowledge Management Roadmap


                                                                                                         Evolve
                                                                                               Use       •Change
                                                                                                          Mgmt
                                                                                  Implement    •Change
                                                                                                Mgmt
                                                                 Design/          •Change
                                                                                   Mgmt
                                                                 Develop/ Test
                                                 Select                           •Processes
                                                 technology      •Change          •Metrics
                                Resolve:                          Mgmt
                                                 •Change
                Analyze:        •Policies         Mgmt
                                •Knowledge &
Collect:        •Human,          process flows
                 Social, and
•Business                       •Metrics
                 Intellectual
 Processes       Capital Best   •Strategic
•Information     Practices       Goals
 Flows          •Change         •Governance
•Organization    Mgmt           •Change
 Strategy and                    Mgmt
 Plan
•IT Strategy
 and Plan
•Change
 Mgmt




                                            © Missing Puzzle Piece Consulting, 2012                                15
Now that you have context

SO, WHERE DO THE TECHNICAL
WRITERS ADD VALUE?

                      © Missing Puzzle Piece Consulting, 2012   16
Knowledge Flow: documentation
                         People                            to        Knowledge Repository
                •Sharing, e.g.                                                      •Knowledge artefact
                 Communities of                                                            creation, e.g.
                 Practice, mentoring,                                                   documentation,
                 expertise location                                                     lessons learned


People
                                         Communicating            Collecting


             from


                                            Accessing               Organizing

Knowledge
                •Learning, e.g. on-                                                      •Systematizing
Repository       the-job training,                                                   concepts, e.g. meta-
                 lessons learned, peer                                                 data, taxonomies
                 assists, searching



                                                                   Based on Nonaka and Takeuchi, “The Knowledge Creating Company,”
                                                                   p62
                                         © Missing Puzzle Piece Consulting, 2012                                               17
KM Framework: areas with significant
                                                     documentation requirements


Governance
 Purpose, Vision, Goals,
      Objectives



       Oversight
                           Enabling Activities
 Policies and Procedures
                             Change Management


   Lifecycle Processes
                                   Staffing               Component Activities
Metadata and Taxonomies          Technology              Documented                Document Handling      Sharing and                   Supporting       Innovation
                                                         Knowledge                 • Document Assembly    Collaboration                 • IT Knowledge   • Idea Management
                                                         •   Portal/Intranet       • Component Content    •   Lessons Learned             Management     • Business Intelligence
                                                         •   Document Management     Management           •   Communities of Practice   • Workflow
                           Professional Development      •   E-mail Management     • Records Management   •   Social Media              • Search
    Version Control                                      •   Enterprise Content                           •   Collaboration
                                                             Management                                   •   Expertise Location

                           Metrics and Measurement

         Privacy




                                                 © Missing Puzzle Piece Consulting, 2012                                                                                           18
Documented Knowledge Lifecycle




 © Missing Puzzle Piece Consulting, 2012   19
Roles and Responsibilities:
                                                 Knowledge Management Program
Knowledge Management Champions

•Advocate and promote the benefits of pursuing

Managers

•Support knowledge management policies

*Governance Committee

•Cross-functional team
•Provide advice, best practice guidance and training on Knowledge Management

*Knowledge Management Program Team

•To promote the values of Knowledge Governance
•To monitor, evaluate, evolve knowledge management practices

*Knowledge Management Process Owner

•The accountable person within the organization who owns the KM Process and is responsible for its implementation, performance,
 and maintenance, as well as governance and standards

*Knowledge Manager

•Helps to institutionalize Knowledge Management in the organization; they are team-based KM subject matter experts

*Individual

•Ensures that they create and maintain appropriate records in relation to their work and to manage those records in accordance with
 the organization’s information/document management policies and procedures


                                          © Missing Puzzle Piece Consulting, 2012                                                     20
Roles and Responsibilities:
                                      Documented Knowledge Lifecycle
Approvers              endorse the accuracy of the content and format of a document/knowledge artefact, this group should include the
                       document owners and support providers where applicable

*Collaborators         work with Creators to develop the content and format of a document/knowledge artefact


*Creator               bringing knowledge or documents into existence for the first time.


Knowledge Management   the accountable person within the organization who owns the KM Process and is responsible for its implementation,
Process Owner          performance, and maintenance, as well as governance and standards

*Knowledge Managers    helps to institutionalize Knowledge Management in the organization; they are team-based KM subject matter experts. This
                       role is responsible for managing/maintaining the process

*Managers              someone who over-sees staff, can also apply to Project Managers


*Owner                 responsible for the up-keep of a document after it has been created. The role of Owner is a new role/concept for the
                       organization, and in some cases will be the same as the creator, while in other situations it may be someone else

Publishers             post a document/knowledge artefact to a knowledge repository


*Reviewers             assess the content of a document/knowledge artefact, should include staff who will be using the document, especially if it
                       is a support/operational document

*Users                 draw on the content of a document/knowledge artefact as part of their job responsibilities




                                           © Missing Puzzle Piece Consulting, 2012                                                            21
Technical Writer Skills

• Writing skills
    – Consistency
    – Structure
    – Templates
•   Technical skills (re: content/subject matter)
•   Tools skills
•   Interviewing and listening skills
•   Design skills
•   Usability and testing skills

                    © Missing Puzzle Piece Consulting, 2012   22
How to promote your value as a
              Technical Writer to a KM initiative
• Promote the standardization, consistency, and
  usability of documentation
• But what else…




                © Missing Puzzle Piece Consulting, 2012   23
Where do you see yourselves fitting
                                         within the KM Framework?

Governance
 Purpose, Vision, Goals,
      Objectives



       Oversight
                           Enabling Activities
 Policies and Procedures
                             Change Management


   Lifecycle Processes
                                   Staffing               Component Activities
Metadata and Taxonomies          Technology              Documented                Document Handling      Sharing and                   Supporting       Innovation
                                                         Knowledge                 • Document Assembly    Collaboration                 • IT Knowledge   • Idea Management
                                                         •   Portal/Intranet       • Component Content    •   Lessons Learned             Management     • Business Intelligence
                                                         •   Document Management     Management           •   Communities of Practice   • Workflow
                           Professional Development      •   E-mail Management     • Records Management   •   Social Media              • Search
    Version Control                                      •   Enterprise Content                           •   Collaboration
                                                             Management                                   •   Expertise Location

                           Metrics and Measurement

         Privacy




                                                 © Missing Puzzle Piece Consulting, 2012                                                                                           24
QUESTIONS


            © Missing Puzzle Piece Consulting, 2012   25
Thank You!




© Missing Puzzle Piece Consulting, 2012            26
Knowledge Workers Toronto

• Two groups:
  – Methods:
    http://toronto.methods.knowledgeworkers.org
  – Technology:
    http://toronto.technology.knowledgeworkers.org




                   © Missing Puzzle Piece Consulting, 2012   27

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Where do technical writers fit into knowledge management

  • 1. Where do Technical Writers Fit into Knowledge Management? Society for Technical Communication, Toronto May 16, 2012 © Missing Puzzle Piece Consulting, 2012
  • 2. Agenda • Introduction • What is Knowledge Management • Where do Technical Writers fit in to KM? © Missing Puzzle Piece Consulting, 2012 2
  • 3. Missing Puzzle Piece Consulting Organizing Chaos: The key to success is focusing on people, process, and technology, not one, but all three and how the three integrate and work together to provide superior collaboration, business process, and decision making results for the organization. © Missing Puzzle Piece Consulting, 2012 3
  • 4. Who am I? • Stephanie Barnes • Accountant and IT Management by education • KM consultant by choice • Chief Chaos Organizer at Missing Puzzle Piece Consulting, Knoco franchisee • 4 yrs KM at HP • 8+ yrs as consultant to a variety of companies including BMO, HSFO, Kodak, HP, Zenon Environmental, OSC, CIBC, ENEC • Based in Toronto © Missing Puzzle Piece Consulting, 2012 4
  • 5. WHAT IS KNOWLEDGE MANAGEMENT? © Missing Puzzle Piece Consulting, 2012 5
  • 6. Knowledge Management Definition • Connecting people to the knowledge they need to do their jobs whether that knowledge is tacit or explicit • Includes activities as diverse as enterprise content management, lessons learned, peer assists, and communities of practice © Missing Puzzle Piece Consulting, 2012 6
  • 7. Explicit Knowledge (documented knowledge) • Business plans • Client lists • Letters • Project plans • Project Charters • Forms • Meeting minutes © Missing Puzzle Piece Consulting, 2012 7
  • 8. Tacit Knowledge (knowledge in individuals’ heads) • Social networks • Previous experience • Learning from courses • Research © Missing Puzzle Piece Consulting, 2012 8
  • 9. Knowledge Flow People to Knowledge Repository •Sharing, e.g. •Knowledge artefact Communities of creation, e.g. Practice, mentoring, documentation, expertise location lessons learned People Communicating Collecting from Accessing Organizing Knowledge •Learning, e.g. on- •Systematizing Repository the-job training, concepts, e.g. meta- lessons learned, peer data, taxonomies assists, searching Based on Nonaka and Takeuchi, “The Knowledge Creating Company,” p62 © Missing Puzzle Piece Consulting, 2012 9
  • 10. Knowledge Management Framework Governance Purpose, Vision, Goals, Objectives Oversight Enabling Activities Policies and Procedures Change Management Lifecycle Processes Staffing Component Activities Metadata and Taxonomies Technology Documented Document Handling Sharing and Supporting Innovation Knowledge • Document Assembly Collaboration • IT Knowledge • Idea Management • Portal/Intranet • Component Content • Lessons Learned Management • Business Intelligence • Document Management Management • Communities of Practice • Workflow Professional Development • E-mail Management • Records Management • Social Media • Search Version Control • Enterprise Content • Collaboration Management • Expertise Location Metrics and Measurement Privacy © Missing Puzzle Piece Consulting, 2012 10
  • 11. Framework - Component Activities © Missing Puzzle Piece Consulting, 2012 11
  • 12. Some Benefits of KM • Better organization • Better use of knowledge assets • Knowledge sharing • Improved learning © Missing Puzzle Piece Consulting, 2012 12
  • 13. Approach People Technology Process © Missing Puzzle Piece Consulting, 2012 13
  • 14. How to get started/focused? • What problem are you trying to solve? • What challenge are you trying to overcome? © Missing Puzzle Piece Consulting, 2012 14
  • 15. Knowledge Management Roadmap Evolve Use •Change Mgmt Implement •Change Mgmt Design/ •Change Mgmt Develop/ Test Select •Processes technology •Change •Metrics Resolve: Mgmt •Change Analyze: •Policies Mgmt •Knowledge & Collect: •Human, process flows Social, and •Business •Metrics Intellectual Processes Capital Best •Strategic •Information Practices Goals Flows •Change •Governance •Organization Mgmt •Change Strategy and Mgmt Plan •IT Strategy and Plan •Change Mgmt © Missing Puzzle Piece Consulting, 2012 15
  • 16. Now that you have context SO, WHERE DO THE TECHNICAL WRITERS ADD VALUE? © Missing Puzzle Piece Consulting, 2012 16
  • 17. Knowledge Flow: documentation People to Knowledge Repository •Sharing, e.g. •Knowledge artefact Communities of creation, e.g. Practice, mentoring, documentation, expertise location lessons learned People Communicating Collecting from Accessing Organizing Knowledge •Learning, e.g. on- •Systematizing Repository the-job training, concepts, e.g. meta- lessons learned, peer data, taxonomies assists, searching Based on Nonaka and Takeuchi, “The Knowledge Creating Company,” p62 © Missing Puzzle Piece Consulting, 2012 17
  • 18. KM Framework: areas with significant documentation requirements Governance Purpose, Vision, Goals, Objectives Oversight Enabling Activities Policies and Procedures Change Management Lifecycle Processes Staffing Component Activities Metadata and Taxonomies Technology Documented Document Handling Sharing and Supporting Innovation Knowledge • Document Assembly Collaboration • IT Knowledge • Idea Management • Portal/Intranet • Component Content • Lessons Learned Management • Business Intelligence • Document Management Management • Communities of Practice • Workflow Professional Development • E-mail Management • Records Management • Social Media • Search Version Control • Enterprise Content • Collaboration Management • Expertise Location Metrics and Measurement Privacy © Missing Puzzle Piece Consulting, 2012 18
  • 19. Documented Knowledge Lifecycle © Missing Puzzle Piece Consulting, 2012 19
  • 20. Roles and Responsibilities: Knowledge Management Program Knowledge Management Champions •Advocate and promote the benefits of pursuing Managers •Support knowledge management policies *Governance Committee •Cross-functional team •Provide advice, best practice guidance and training on Knowledge Management *Knowledge Management Program Team •To promote the values of Knowledge Governance •To monitor, evaluate, evolve knowledge management practices *Knowledge Management Process Owner •The accountable person within the organization who owns the KM Process and is responsible for its implementation, performance, and maintenance, as well as governance and standards *Knowledge Manager •Helps to institutionalize Knowledge Management in the organization; they are team-based KM subject matter experts *Individual •Ensures that they create and maintain appropriate records in relation to their work and to manage those records in accordance with the organization’s information/document management policies and procedures © Missing Puzzle Piece Consulting, 2012 20
  • 21. Roles and Responsibilities: Documented Knowledge Lifecycle Approvers endorse the accuracy of the content and format of a document/knowledge artefact, this group should include the document owners and support providers where applicable *Collaborators work with Creators to develop the content and format of a document/knowledge artefact *Creator bringing knowledge or documents into existence for the first time. Knowledge Management the accountable person within the organization who owns the KM Process and is responsible for its implementation, Process Owner performance, and maintenance, as well as governance and standards *Knowledge Managers helps to institutionalize Knowledge Management in the organization; they are team-based KM subject matter experts. This role is responsible for managing/maintaining the process *Managers someone who over-sees staff, can also apply to Project Managers *Owner responsible for the up-keep of a document after it has been created. The role of Owner is a new role/concept for the organization, and in some cases will be the same as the creator, while in other situations it may be someone else Publishers post a document/knowledge artefact to a knowledge repository *Reviewers assess the content of a document/knowledge artefact, should include staff who will be using the document, especially if it is a support/operational document *Users draw on the content of a document/knowledge artefact as part of their job responsibilities © Missing Puzzle Piece Consulting, 2012 21
  • 22. Technical Writer Skills • Writing skills – Consistency – Structure – Templates • Technical skills (re: content/subject matter) • Tools skills • Interviewing and listening skills • Design skills • Usability and testing skills © Missing Puzzle Piece Consulting, 2012 22
  • 23. How to promote your value as a Technical Writer to a KM initiative • Promote the standardization, consistency, and usability of documentation • But what else… © Missing Puzzle Piece Consulting, 2012 23
  • 24. Where do you see yourselves fitting within the KM Framework? Governance Purpose, Vision, Goals, Objectives Oversight Enabling Activities Policies and Procedures Change Management Lifecycle Processes Staffing Component Activities Metadata and Taxonomies Technology Documented Document Handling Sharing and Supporting Innovation Knowledge • Document Assembly Collaboration • IT Knowledge • Idea Management • Portal/Intranet • Component Content • Lessons Learned Management • Business Intelligence • Document Management Management • Communities of Practice • Workflow Professional Development • E-mail Management • Records Management • Social Media • Search Version Control • Enterprise Content • Collaboration Management • Expertise Location Metrics and Measurement Privacy © Missing Puzzle Piece Consulting, 2012 24
  • 25. QUESTIONS © Missing Puzzle Piece Consulting, 2012 25
  • 26. Thank You! © Missing Puzzle Piece Consulting, 2012 26
  • 27. Knowledge Workers Toronto • Two groups: – Methods: http://toronto.methods.knowledgeworkers.org – Technology: http://toronto.technology.knowledgeworkers.org © Missing Puzzle Piece Consulting, 2012 27