information. Informal communication is more effective for creating new knowledge and integrating knowledge
across diverse stakeholder groups.
during, and after projects and project phases; for example, identifying, capturing, and sharing lessons learned
Described in Section 4.1.2.1. Expertise should be considered from individuals or groups with specialized knowledge
Knowledge management tools and techniques connect people so they can work together to create new knowledge,
share tacit knowledge, and integrate the knowledge of diverse team members. The tools and techniques appropriate in
a project depend on the nature of the project, especially the degree of innovation involved, the project complexity, and
the level of diversity (including diversity of disciplines) among team members.
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Tools and techniques include but are not limited to:
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Networking, including informal social interaction and online social networking. Online forums where people
can ask open questions (“What does anyone know about…?”) are useful for starting knowledge-sharing
conversations with specialists;
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Communities of practice (sometimes called communities of interest or just communities) and special
interest groups;
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Meetings, including virtual meetings where participants can interact using communications technology;
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Work shadowing
and reverse shadowing;
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Discussion forums such as focus groups;
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Knowledge-sharing events such as seminars and conferences;
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Workshops, including problem-solving sessions and learning reviews designed to identify lessons learned;
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Storytelling;
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Creativity and ideas management techniques;
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Knowledge fairs and cafés; and
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Training that involves interaction between learners.
All of these tools and techniques can be applied face-to-face or virtually, or both. Face-to-face interaction is usually
the most effective way to build the trusting relationships that are needed to manage knowledge. Once relationships are
established, virtual interaction can be used to maintain the relationship.
4.4.2.3 INFORMATION MANAGEMENT
Information management tools and techniques are used to create and connect people to information. They are
effective for sharing simple, unambiguous, codified explicit knowledge. They include but are not limited to:
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Methods for codifying explicit knowledge; for example, for producing lessons to be learned
entries for the lessons
learned register;
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Lessons learned register;
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Library services;
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Information gathering, for example, web searches and reading published articles; and
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Project management information system (PMIS). Described in Section 4.3.2.2. Project management information
systems often include document management systems.
Tools and techniques that connect people to information can be enhanced by adding an element of interaction, for
example, include a “contact me” function so users can get in touch with the originators of the lessons and ask for advice
specific to their project and context.
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Interaction and support also helps people find relevant information. Asking for help is generally quicker and easier
than trying to identify search terms. Search terms are often difficult to select because people may not know which
keywords or key phrases to use to access the information they need.
Knowledge and information management tools and techniques should be connected to project processes and process
owners. Communities of practice and subject matter experts (SMEs), for example, may generate insights that lead
to improved control processes; having an internal sponsor can ensure improvements are implemented. Lessons learned
register entries may be analyzed to identify common issues that can be addressed by changes to project procedures.
4.4.2.4 INTERPERSONAL AND TEAM SKILLS
The interpersonal and team skills used include but are not limited to:
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