Patrick DiDomenico

km card copyright patrick didomenicoI am constantly reminded of the importance of communicating effectively.  And I am repeatedly convinced that a simple message delivered in a simple way is most effective.

Last Thursday, I participated on a speaking panel with Lisa Gianakos, Director of Knowledge Management at Pillsbury Winthrop Shaw Pittman LLC.  The topic was “Leveraging KM Technologies and Methods to Grow Legal Project Management.“  Since we weren’t sure about the audience’s familiarity with knowledge management or legal project management, we started with an overview of both.  I handled KM, Lisa handled LPM.

This was only the introductory part of the presentation, sort of let’s-make-sure-we’re-all-on-the-same-page stuff, so that we could move on and address the main part of the topic, KM technologies and methods.

The presentation went well and the audience seemed interested and attentive (at least nobody fell asleep).  I was shocked, however, by what people wanted to ask me about after the session.  The questions and comments were not about enterprise search, SharePoint document repositories, document automation applications, or other KM technologies.

Everyone said, “Can I see one of those cards?

They were referring to a simple business-sized card that I held up when during the presentation.  I created the card (depicted above) to help communicate knowledge management to lawyers.  During the presentation, as I do in my daily practice, I flatly rejected the complex and often jargon-filled definitions that some try to articulate.  I even add some KM-deprecating humor by sharing one of my favorite Dilbert comic strips about KM (an oldie but a goodie).

The Right Stuff…

When talking with lawyers, I describe KM in simple, meaningful terms that they immediately understand and remember.  Depending on the context of the conversation, I typically use one of three approaches.  I often use the tried and true “right information” line.  That is, KM is about getting the right information to the right people at the right time.  This is not a definition of KM, it is (one of the things) that KM is about.  The “right information” line communicates that we aim not to inundate our lawyers with stuff they don’t need when they don’t need it.  Instead, we want to help them get — either in a push or pull manner — what they need when they need it.  This could be by organizing information on an intranet, pushing information to attorneys at the appropriate times, or any number of other methods that KM uses.

Who We Know…

A second way I communicate simply is to say that that KM is about is “who we know, what we know, and how we do things.”  This is another common mantra among KM professionals.  Again, notice the word “about.”  I don’t claim that this is a definition of KM.  It is one of the many things that KM is about.  I’m not sure that defining KM to busy lawyers is all that important, really.  After all, do we ever “define” HR or IT or any other function of our law firms?  We usually just describe what people with those functions do or can offer.  The “who-what-how” approach helps us communicate that KMers are focusing on how to leverage relationships, knowledge and experience to benefit our lawyers and the firm.

Connections  Are the Key…

My favorite (and primary) way to communicate KM to lawyers — and the representation in the KM card, above — is to speak in terms of connections.  It’s about “connecting people with people, connecting people with knowledge and information, and the processes, procedures, and technologies required to make those connections.”  I like this approach because it is broad, yet meaningful.  It allows me to talk about various aspects of KM from culture to technology, without eyes glazing over.

I carry the KM cards with me at work (and elsewhere).  When I need to explain KM to someone, I talk about connections.  After my elevator speech, I hand them a card as a take-away mnemonic.   “Here’s an easy way to remember what we do,” I say,  “the KM department’s email address is on the back.”

The more “complex” definitions of KM are fine when talking to people in KM circles and getting into the depths of knowledge management, but when talking to busy lawyers, spouting some convoluted, jargon-bloated, “nonsense” is the surest way to lose their attention.  Lawyers are no strangers to jargon.  They know it — and will reject it (and you) — the second they hear it.

This card has been highly effective in helping communicate what KM is all about.  It has also become a part of our KM brand and the “KM experience.”  I include it in presentations, and I ask my KM department members to have the cards handy when they promote the department and our mission.

I would love to hear from you about how you communicate KM to your lawyers.

By the way, several people also asked me where I had the cards made.  They are from an online printer called Moo.  The cards are really high quality and look great.  I use the rounded corner cards.  The graphic quality is great.  Here’s a link for 10% your first order.

I am looking forward to speaking on a panel at the 11th Annual Law Firm Information and Technology Forum, on April 25, 2013,  sponsored by Thomson Reuters.

The topic is Leveraging KM Technologies and Methods to Grow Legal Project Management.

Here is the description from the conference:

Knowledge Management (KM) has proven to be an effective means to improve the practice of law. Through KM, many firms now have mature technologies  and methods for effectively gathering, searching, and sharing knowledge across their enterprise. Legal Project Management (LPM) is an emerging adaptation of formal project management methodologies applied to client matter management. Although LPM is not directly tied to KM, the unique and developed technologies and practices used in knowledge management can help law firms effectively leverage and grow their LPM acumen into a unique competitive advantage. This discussion will focus on how KM technologies and initiatives can bolster LPM.

Moderator: Martin Tuip, Product Marketing Manager, Recommind
Panelists:

  • Patrick DiDomenico, Director of Knowledge Management, Ogletree Deakins
  • Lisa Gianakos, Director of Knowledge Management, Pillsbury Winthrop Shaw Pittman LLP

220px-Seneca-berlinantikensammlung-1These days, I’ve been reverting a bit to my college life when I studied philosophy, and revisiting some old texts.  Not surprisingly, I’m coming across pearls of wisdom in the writings of the ancient thinkers.  This, from Seneca‘s Letters From a Stoic (Letter VI – On Sharing Knowledge), caught my eye and reminded me that there’s nothing new under the sun:

“Nothing will ever please me, no matter how excellent or beneficial, if I must retain the knowledge of it to myself.  And if wisdom were given me under the express condition that it must be kept hidden and not uttered, I should refuse it.  No good thing is pleasant to possess, without friends to share it.”

Although he studied law, I am doubtful that Seneca suspected, almost 2000 years later, that lawyers and law firms would be challenged by what came to be known as knowledge management.  I further doubt that he could imagine that some would question the value of sharing knowledge.

From the official ILTA Announcement:

ILTA 2013: The Catalyst is a four-day educational conference with over 200 peer-developed educational sessions, ample networking opportunities, more than 200 exhibiting vendors and much more!

August 18-22, 2013 at Caesar’s Palace in Las Vegas, Nevada.

Register now for discounted pricing.

Register by March 31st and get a $150 discount off the standard rate. Check out the SuperPass offering for organizations sending seven or more people.

The catalyst for new ideas, new connections.

A catalyst can be defined as something or someone that causes a reaction or activity between two or more things to create something new. ILTA’s 2013 conference will be a time to make reactions happen that will affect our profession now and for years to come. Join us, and find your catalyst for change!

Sessions: abundant and relevant.

We have a stellar lineup of keynote speakers who take the stage each morning, and attendees will experience various session formats, including hands-on, interactive audience participation, case studies, advanced curriculum, roundtables, lecture presentations and panel discussions. You are sure to have numerous takeaways to use back at the office! The full session lineup will be provided by the end of May.

Networking.

Networking opportunities begin on Sunday afternoon with our Communities of Interest, and they continue throughout the week. Take advantage of the numerous opportunities to meet with your peers face-to-face!

Stay informed; join the conversation.

> Visit the ILTA Conference Facebook event
> Follow the ILTA Conference on Twitter
> Help spread the word: #ILTA13
> Follow the Conference Blog

200170689-004Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime. – Chinese proverb.

As knowledge management professionals, we want to encourage sharing and the dissemination of knowledge throughout our organizations.  We know how hard it can be to do that and to encourage people to do the same.  You may have set up wonderful systems and resources to help promote this, but sometimes it may seem that you just can’t reach everyone with the “good word” of KM.

Don’t be frustrated.  Be creative.

As a KM professional, you are a “go to” person in your firm.  People come to you for answers.  This is a great opportunity for you to not only respond to their needs, but to promote the KM way of doing things.  In other words, don’t just give someone a fish, also teach them to fish.

Take this opportunity; do it regularly.  Integrate it into everything you do – make it a part of your standard operating procedure, a part of who you are as a KM professional and person.  Always be ready to teach someone to fish.  Here are a few examples:

  1. If you’re in a role that requires you to respond to requests for research assistance (e.g., professional support lawyer, paralegal, reference librarian, etc.), in addition to giving them the fish (“here is the list of cases that you asked for”), also include a link to resource.  This may help the requesting attorney find something on their own the next time.  Of course, I am not suggesting that you adopt a “go-find-it-yourself” attitude.  But giving people self-service tools is always a nice option.
  2. If there is no “lesson” related to the request, as in the above example, then offer a different species of lesson fish.  Perhaps you know that the requesting attorney is typically interested in certain areas of the law.  Regardless of what they ask of you, use the opportunity to add a post script to the response (“I thought you might be interested in this new resource we just added to the Firm Intranet…”)
  3. My favorite is the “email signature” approach.  You can add a “Did you know”-type footer to your emails.  So, regardless of the communication, you are always promoting some KM tool or concept.  For example, “Did you know you can find model documents using the firm’s enterprise search engine [link]?” or “Find contacts and connections for business development with [insert name, and link to, CRM system].” or “Have you checked out the firm’s electronic library [insert link]?”  or “Check out our Knowledge Management resource page [link] on the firm Intranet.”

And don’t just stop there.  Encourage others to teach people to fish.  Even though they are not “KM professionals,” others in your firm may be your biggest KM proponents – especially lawyers.   The next time a lawyer thanks you for introducing them to that great new KM resource or tool, ask them to spread the word to their peers (“Thanks for the note, please tell your fellow attorneys about it.”).  It is often more compelling when customers (the lawyers in your firm) sing the praises of your KM efforts to other potential customers (the lawyers in your firm who are not yet KM converts).  That’s why you see customer testimonials on infomercials.  The Shamwow Guy is pretty convincing, but it’s those actual customers who “can’t live without it” who really sell the product.

I hope you find these ideas helpful.  I’d love to know how you teach people to fish.  Please share your story or thoughts in the comments.

See Nearby HoB MembersLegalTech NY is next week and it’s time to network.  Over the years, I’ve grown more interested in the easy networking opportunities (since I live in NYC) than the content at this event (I find it a little too e-discovery heavy).  As I was planning my week, I was reminded of a new iPhone app that I recently downloaded.  It’s called Here on Biz.

In a nutshell, the Here on Biz (HoB) app adds location awareness to your LinkedIn account allowing you to connect — and meet up — with people around you.  So, say you’re on a business trip (maybe for a legal trade show in New York) and you want to kill some time by finding other business folks who would like to meet up for some networking.  Here on Biz provides you the way to find others looking to do the same.

How to use Here on Biz. Download the app (link) and sign up by connecting it to your LinkedIn account.  When you launch the app, Here on Biz locates you and shows you fellow Here on Biz users in the area.   Check out the profiles and if you find someone interesting, click the plus sign to add them to your HoB network.  When they accept the invitation, you can start a chat and arrange a meet up.  HoB has been described as Foursquare for business.

As the iTunes page for the app says, “Never miss another business opportunity around you. See other LinkedIn members around you who use Here On Biz and connect/chat with them. Be alerted when other group members or those in your network are nearby while you travel.  No more unproductive evenings alone at the hotel lobby bar while traveling on business. Here On Biz allows you to easily network with professionals around you in real time.”

Another nice feature, that should be applicable to the LegalTech crowd, is the ability to check in at a nearby event.  I haven’t used this feature yet, but When I get to LegalTech, I’ll do so.  I invite you to connect with me on Here on Biz.  And maybe we can connect (for real) at LegalTech.

 

Here’s a little tip that I have been doing for years. Before I travel, I check my LinkedIn connections in the area where I’m going.  It helps remind me who I’m connected with and it gives me an excuse to catch up with an old friend or colleague.

Here’s my step-by- step method for pre-trip connection planning:

1. Go to LinkedIn’s Advanced Search page.  The link is in the upper right-hand corner, next to the search box.

2. Select the location where you’ll be, using a zip code, and a range (e.g., 50 miles) indicating that you’re looking for contacts within a certain distance of the zip code.  Depending on where you’re going, you’ll want to adjust this setting.

3. Decide who you want to connect with.  You can narrow your search by industry, members of LinkedIn Groups, and degrees of contacts.  I usually opt to filter out everyone except for my first degree connections. 

 

 

 

 

 

 

 

 

 

4. Review the list and reach out.

Online (social media) connections are great, but there’s nothing like a good old face-to-face meet-up.  The nice thing about tools like LinkedIn is that they’re not only great for keeping in touch online, but they can facilitate an in-person meeting as well.

On a recent flight from Chicago to New York, I realized that there is a lot of important information to process when traveling.  There’s also a lot of unimportant information – noise.  I sat in the emergency row, so I had even more to process than some of the other passengers (e.g., the emergency exit door weighs 50 pounds and it needs to be completely removed prior to exiting).

What struck me is that even in an environment where certain information is so critically important — life and death in some instances — the airline also muddied the water with frivolous information.  Interspersed with “what to do in case of a water landing,” for example, I learned that I was flying on a McDonnell Douglas S80 aircraft and that we would be flying at 31,000 feet.  My immediate reaction: “Why are you telling me this?”  These are two pieces of information that are completely irrelevant, unimportant, and distracting.  That’s the problem – distraction.   By including this distracting information, the airline runs the risk of passengers missing the important stuff.   How much did that door weigh, again?

The same applies in your organization.  If you clutter your message with frivolous information, there’s an increased chance that people will miss what you really want them to know.  To increase the likelihood that you’ll effectively communicate what’s important, think “simple and minimal.”

“Simple” is about making things easy to understand.  Speak or write in plain language, not KM jargon.  Use as few words as possible to effectively communicate your message.  When writing for the web, or your Intranet, remember: people don’t read – they skim the content.  Make it short, sweet, and skim-able.

Steve Jobs, the Master of Simplicity, relayed the idea when he said, “This is a very complicated world, it’s a very noisy world. And, we’re not going to get a chance to get people to remember much about us, no company is.  And so we have to be really clear on what we want them to know about us.”  He wasn’t talking about internal communications, but rather about marketing Apple’s products.  Nevertheless, the same principle applies.  Keep it simple.

“Minimalism” is about eliminating distractions.  As eloquently stated by Joshua Becker in his book, Simplify, “Minimalism is the intentional promotion of the things that we most value and the removal of anything that distracts us from it.”  Like Jobs, Becker wasn’t referring to internal communications, but again, the principle applies.  Effective communication is clear, concise, and uncluttered.

For more about simplicity, minimalism, and communication, check out Knowledge Management and the Simple Stick.

For those of you attending the ILTA Conference in Washington, DC next week, the ILTA Knowledge Management Peer Group will be holding a reception following our conference sessions on Tuesday, August 28, from 4:30 pm to 5:30 pm in the foyer area outside of National Harbor 4-5.   We hope that you can join us!

A special thank you to HighQ for sponsoring our reception.

Future-Proofing Your SharePoint Strategy  

Join the International Legal Technology Association (ILTA) for this free webinar on Thursday, August 9, 2012 at 4:00 p.m. GMT / 12:00 p.m. EDT / 11:00 a.m. CST /10:00 a.m. MST / 9:00 a.m. PST.

Description:
Having an effective SharePoint strategy is essential to getting the full value out of your platform investment. But how do you create an effective strategy, and where do you start? SharePoint is a continually evolving platform, so once you have a strategy, how do you ensure it will be successful over time? Join Richard Harbridge as he discusses the importance of effective SharePoint strategies and outlines real-world best practices in the legal industry.

Speaker:
Richard Harbridge is an internationally recognized expert in Microsoft SharePoint and is a technology and business evangelist with deep expertise in information architecture, enterprise content management and technology strategy. He has successfully defined, architected, developed and implemented well over one hundred SharePoint solutions, including small implementations on a single server to over 80,000-user implementations in international organizations.

REGISTER online here

Questions?  Please contact Kristy Costello at 512.795.4674 or kristina@iltanet.org

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