3

Knowledge management processes in sales, bidding and marketing

Up to now we have talked about the different types of knowledge that would be needed by sales teams and sales reps, by marketing teams, by bid teams and by the entire supply chain, and we have also suggested some of the knowledge management processes and technologies that could be used as part of a knowledge management framework for these teams and individuals. In this chapter we will discuss the processes in enough detail in order for you to be able to apply them within your own sales, bidding or marketing context.

We will start with the large-scale processes and work towards the smaller scale.

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Figure 3.1 Knowledge management processes

Peer assist

Peer assist is a tried and proven method for learning before a piece of activity, such as bid preparation, a product launch or a major new marketing campaign. It is a meeting before embarking on activity, where a bid team or a marketing team ask for help and advice from others around the organisation with relevant experience, to ensure that they start from a full state of knowledge. It is a ‘knowledge-seeking’ exercise; an example is ‘knowledge pull’, where the team that needs the knowledge ‘pulls’ it to themselves. The peer assist is conducted in the early stages before things become ‘locked in’.

The peer assist is attended by the marketing team or the bid team (the ‘host team’) and a set of peers from around the organisation, from other teams or from the corporate centre, who have experience and knowledge to share (‘visiting peers’). The host team will have selected a team of visiting peers by using a corporate yellow pages to find people with relevant skills and experience, by asking the company experts for nominations or by personal networking. A peer assist is not the same as an expert review, the intention being to invite peers to assist you rather than corporate experts to review you.

The ideal structure for a peer assist is a four-part structure:

image In the first part of the meeting, after the introductions and welcome, the host team explains what they know about the activity they have planned, the nature of the bid or the nature of the market, the strategic objectives and any local constraints they may be working under.

image In the second part of the meeting, the visiting peers discuss their knowledge and experience from previous activities of this sort and may even present details of successful bids or marketing campaigns.

image In the third part of the meeting, the host team and the visiting peers go through a process of dialogue, often in small groups, as they attempt to use past experience to address the host team’s issues.

image In the final part of the meeting, the visiting peers confer, then feed back their recommendations to the host team.

The success of peer assists depends on the following factors:

image The peer assist needs clear objectives. The visiting peers are bringing their knowledge to the host team for a purpose. The clearer you can be about that purpose, the more likely it is that the peer assist will deliver value. Sample objectives might be ‘develop a list of risks and issues’ or ‘provide a list of options for reducing the bid price by 20 per cent’.

image The peer assist should be focused on assisting. In other words, it is a meeting where the host team needs help and assistance, which is provided by the visiting peers. The host team therefore need to be open to learning and the visiting peers need to be willing to share their knowledge and experience. If the meeting falls into ‘attack and defend’ behaviours, it has failed its purpose. This will be most likely be achieved if 1) the peer assist is held early in the activity, before the team have selected their preferred option, and 2) the peer assist is facilitated by someone external to the project.

image The peer assist should truly involve peers, i.e. the peers of the host team. These are not meetings where you bring in experts or senior managers to review what is being proposed by the host team. People are far more open to learning from and sharing with their peers and this removes all the politics associated with management hierarchies.

You may need to incentivise both the provider and adopter of the knowledge to take time out to undertake the peer assist. The incentive for the host team is that they gain access to useful knowledge and experience. Generally the incentive for the visiting peers is that they are flattered to be asked! It is a recognition of their experience and it involves them, for a relatively short period of time, in a different challenge. In some organisations, peer assists are mandatory at the beginning of the bid process.

In Milton 2010,1 Linda Davies of Mars Inc. explains the use of peer assist as part of their global practice group (GPG) meetings:

One day of each meeting is spent working with the sales force in the market in which the meeting is being held. The day begins with a briefing on the local market and its structure, including the top three challenges which the business unit is currently facing. The GPG members spend a day working in smaller groups with an experienced local sales associate, looking at a broad range of retail outlets. At the end of the day the GPG reconvenes to give detailed feedback on what they see as working well in the market – how to build on the successes they see. They also give their top 10 ideas on how to address the challenges, based on lessons and experience from their own markets. In this way the host market receives positive confirmation of their success and how to build on it, plus around 30 ideas and improvement suggestions targeted at their key challenges, based on lessons from proven, practical experience elsewhere in the world.

Another organisation held a peer assist to support its management in one country that was struggling to develop market share. The peer assist was called by the senior manager and therefore was attended by senior managers from other markets (being his peers). Early in the meeting, one of the visiting peers asked to see a copy of the local five-year business plan and there was an embarrassed silence until the local manager admitted that he didn’t actually have one. Rather than criticise him for this omission, the visiting peers got together and helped him to build an excellent five-year plan that would get market share on track. One of the visiting peers, who had been taking copious notes in his notebook, commented as he left the meeting that he now had enough material to update the five-year business plan for his own market.

Knowledge exchange

The knowledge exchange process is frequently used where the organisation wants to compile best practice in a particular area by bringing together people from all over the organisation who work on that topic. A knowledge exchange is a meeting where people from several locations come together to pool what they know (in Mars, they are known as ‘Show and Tell’ meetings, see Chapter 9). Everybody is a provider of knowledge and everybody learns something as well. These can be very high-powered, creative meetings, often pivotal in the development of an organisation’s knowledge.

Some success factors for a large knowledge exchange process are as follows:

image Decide on the topic. A knowledge exchange addresses a ‘hot topic’. This may be a topic where teams in one area are known to have expertise that the others need; it may be a topic where all have expertise and where there is interest in seeing other good ideas; or it may be a topic where it is accepted that a more common approach would be beneficial.

image Assign an organisation team. A knowledge exchange can be quite a large event and needs at least two people, possibly more, to form an organisation team. People are needed to fill the following roles (although some members of the team could hold more than one of these roles):

– find a business sponsor for the event, to provide funding and business context – someone sufficiently high-level to give legitimacy to the event;

– an organiser to act as project manager for the knowledge exchange;

– appoint one or more facilitators;

– someone to handle logistics (travel, accommodation, etc.);

– someone to coordinate recording of the event;

– someone to package the knowledge afterwards.

image Choose an off-site location. At an office location, people will be distracted and may be called away to deal with urgent problems.

image Decide on scope and objectives. You have to be clear on the topic to be covered at the knowledge exchange. If the scope is not well defined, the event can expand out of control.

The knowledge exchange format is an exercise in organising dialogue between a large group of people. The best way to do this is to break up into smaller groups for discussion and to reconvene regularly for feedback and wider discussion. This pattern can be interspersed with group discussions for variety (especially later in the exchange, when people are comfortable with the process). The structure of the exchange itself might therefore contain the following elements:

image Introduction to the meeting – State the purpose of the knowledge exchange, the objectives and the ground rules, why it is important to the business, how it will be conducted, what the purpose of the recording is and what end product will be produced. Go through the agenda, discuss roles, make sure everyone understands what they are there to do.

image Message from the business sponsor – It can be useful to start the knowledge exchange with an introduction from the business sponsor, describing the importance of the exchange and the business need. If they cannot attend in person, ask them to record a short video message, which can be shown at the start.

image Identification of key issues associated with the topic – You need some way to divide up the entire topic under discussion into meaningful chunks. There are a number of ways to do this, such as dividing the process into its component parts as a flow chart or timeline, or brainstorming, grouping, sorting and ranking the key issues.

image Dialogue around some of the issues or some of the steps, often in small breakout groups, to identify good practices – Dialogue in one big group is possible and some of the issues can be covered this way, but you may get a more open dialogue in a smaller group. The smaller groups can discuss the same issue in parallel or you can divide the meeting into separate groups to discuss separate issues. Each issue will need a couple of hours’ dialogue and 15 to 20 minutes of feedback and discussion time. Give the groups clear tasks, such as ‘discuss the main learnings around this issue and what messages you would give to others based on your experience. Be prepared for one of your group to give a 10-minute flipchart-based summary of your learnings, back in the main room in two hours’ time.’ For each group, somebody needs to be appointed as facilitator and somebody needs to be appointed as recorder or ‘scribe’. The facilitator needs to get this dialogue going and steer it to delivering valuable output. However, most of the time the conversation takes off rapidly and barely pauses for breath. If conversation flags, the following questions may be useful:

– What have been the key success factors in this area?

– How was this success achieved?

– If you were doing it all over again, how would you approach it?

– What are the key challenges in this area?

– How have people tackled these challenges?

– Is there anything you wish you had done (with the benefit of hindsight)?

– Any anecdotes or war stories?

– What would be your 3 (5, 10) pieces of advice for other teams/sites?

image Validation of this knowledge by feeding it back to the main group – The groups reconvene in the main room and each group feeds back their findings for discussion in the wider group. The feedback sessions can usefully be recorded on audio or video. Also make sure you record the details of the discussion that follows, as much valuable knowledge may be exchanged.

image The next set of dialogue follows, around the next set of issues, until all issues have been discussed.

image Discuss ‘how do we continue this exchange when the meeting is over?’ The attendees at the knowledge exchange might have developed some close relationships that will form the foundation for a powerful community of practice. The attendees need to agree on the processes for keeping the community alive once the meeting is over. They will need to appoint a coordinator and other roles, choose a communication mechanism, determine a meetings schedule and begin a discussion on aims and objectives and ground rules. They will need to start up a membership list and develop a plan for enrolling other members.

image Closure of the meeting with thanks from senior manager.

image Follow-up to the knowledge exchange (building the community of practice, publishing the knowledge asset – see page 70 for further details on knowledge assets).

A tremendous amount of knowledge is generated at a knowledge exchange. This knowledge needs to be captured and will form the basis for a knowledge asset. Capture the information using audio recording, which can be transcribed, and video recording of feedback sessions or presentations. Get copies of any documents or examples shown at the meeting and take photographs of any flipchart diagrams and of all the attendees.

We worked with one company to facilitate and record a knowledge exchange on ‘bidding to win private finance initiative (PFI) contracts’. The purpose of the knowledge exchange was to improve company success by identifying and compiling best practice in PFI bidding. We invited a total of 20 people involved in PFI contracts, either as members of bid teams or as members of teams delivering against PFI contracts, from Europe, the Middle East, New Zealand, Australia and America. Some of the 15 topics under discussion included building the market, knowing the customer, selling the benefits, selecting partners, structuring the bid organisation, the bid process, and negotiation and closing. There was some fantastic dialogue around these issues and we recorded the output as frequently asked questions (FAQs) and video summaries, then created a knowledge asset to summarise the best approaches in winning these bids.

SABMiller used processes similar to knowledge exchange when building their ‘Marketing Way’. ‘The process of compiling the Marketing Way showed the kind of collaborative learning that the group as a whole is working towards,’ they claim. ‘Instead of the corporate centre laying down the rules or trying to manage the local marketing process, we took the best ideas and expertise from around the world and distilled them into clear principles, an end-to-end process framework and a set of tools for businesses to apply as appropriate. In this way, each local team retains its autonomy but can benefit from the learning and insight of SABMiller as a whole.’2

Another organisation uses a knowledge exchange amongst senior marketers to review the historic results of marketing campaigns in order to draw out generic lessons. These lessons are then used by marketing teams around the world to guide their marketing strategies.

Knowledge market

A knowledge market is like a knowledge exchange, but it is focused on setting up small dialogues, almost mini-peer assists, between the participants, rather than facilitated whole-group discussions. During the early stages of the event or even before the event, you ask each participant to identify three knowledge offers and three knowledge wants:

image Knowledge offers – What knowledge do you bring to this? What are the areas within the identified topic where you feel you have a lot of knowledge and experience to offer? These need not be areas where your business has performed well – you may have learned the hard way! Choose three areas where you have knowledge to offer.

image What knowledge do you want to take away? What are the areas where you feel you have a lot to learn? Choose three areas of knowledge where you need knowledge.

People can write their wants and offers on Post-it notes, place them on the wall and begin to group them by themes. Where you can find matching wants and offers under a single theme – in other words where somebody is looking for knowledge that another person can supply – you can set up mini-peer assists to exchange the knowledge there and then. Alternatively, you can schedule follow-up meetings for longer peer assists.

Where there are multiple offers under a single theme – in other words where many people are offering good practice in the same area – you can continue along the lines of a normal knowledge exchange to develop a knowledge asset of current best practice.

Where there are multiple wants under a single theme but no offers – in other words where most of the people are looking for knowledge and guidance in an area – you can set up action learning sets (a process to actively seek new knowledge) or commission research to gain the knowledge.

In Chapter 9, Linda Davies of Mars describes ‘Show and Tell’ meetings, a type of knowledge market where dialogue sessions are based on ‘displays’ by various teams, which they use to exhibit a solution they recommend to other teams. These sessions invariably create a huge amount of discussion and it is common for people to leave the meeting with examples from other markets, to implement/use themselves when they get back home.

Retrospect

The retrospect is one of the most effective processes for capturing lessons after the end of a large piece of work. It is a meeting where the team members get together and discuss the history of the activity, the successes and challenges, and identify the learning points for the future. With a retrospect, you can bring out the key knowledge and experience developed by a project team and turn it into actions and resources for the benefit of future teams. By facilitating a dialogue within the whole team, you can highlight the knowledge that comes from the team interactions – knowledge that any one individual may be unaware of, but which the team as a whole knows. Retrospects are commonly used by bid teams at the end of bids or by a marketing team at the end of a marketing campaign or a product launch. One sales organisation calls these meetings ‘post-completion analysis meetings’. ‘Once a project is completed we’ll take a look and say, “Okay, what were the goals? Did we achieve them? How did we do against them? What lessons are there to be learned here? Should we repeat this or should we not?” ’

Retrospects are face-to-face meetings that take place as soon as possible after a project or activity is completed. The duration varies depending on the number of people, length and complexity of the project. They can last from 30 minutes to an hour for a short, simple project or four or more hours for a 10-person, six-month duration project. A general rule of thumb for working out how long to allow is to multiply the number of people on the team, or the number who will be attending the retrospect, by 30 minutes.

Retrospect set-up

It is important to schedule the retrospect close to the end of the project, before the team moves on to new work and while memories are fresh. It can be useful to combine the retrospect with an end-of-project celebration and treat it as a close-out exercise for the team. It is important that everybody on the team attends and somebody who was not part of the project team should facilitate the retrospect. The better the facilitator, the better the outcome of the retrospect will be. Find a good facilitator who has a clear idea of the retrospect process and of the purpose of the exercise. Retrospects are not complicated meetings, but they do need attention to purpose, attention to behaviours and, in particular, attention to the quality of the lessons that are identified. Understanding and following the process are key to a successful outcome.

It is very powerful if you can find somebody who will reuse the lessons – perhaps the project leader for the next bid project – and get them to attend the retrospect as an observer. Their presence will give the process a greater level of focus and legitimacy and they can help make sure that the lessons that come out of the retrospect are expressed as useful recommendations and advice. For example, one organisation we worked with had just won a bid for major construction work in a former Soviet country. They invited the bid manager from a neighbouring country to attend their post-bid retrospect. As he was in the process of compiling a bid himself, many of the lessons could be transferred immediately and he was able to probe for useful, specific actionable detail. This knowledge reuser should not facilitate the retrospect; they will have their own agenda, which should not be allowed to dominate the meeting, as they will not be the only users of this knowledge. The facilitator needs to make sure that all the knowledge from the project is captured, not just the knowledge that will be immediately reused in the next project.

The retrospect process is described below:

Introduction

The first step in a retrospect is to set the scene by discussing the purpose of the meeting, the process of the meeting and the ground rules for it. Make it clear that the meeting is held to capture the lessons, in order to help future teams (or the same team in the future). The purpose of the meeting is not to assign blame or to assign praise, but to make life easier for the next project. Also, make it clear what you will do with the output from the meeting, especially if you are recording the event. Once retrospects have become an established standard process, you don’t really need to set the scene, but where this is a new process you may need some careful set-up at the beginning of the meeting.

Project objectives

Next you need to review the objectives of the project itself. Ask the project leader to start off this section. If they can find the original terms of reference, this is good because it adds some ground truth and reminds everybody of what they set out to do in the beginning. It is worth reviewing whether these objectives have changed, whether there were any hidden objectives and whether people had any personal goals. No need to ask if these existed. Depending on the scale of the project, this may take between five minutes and 30 minutes to do this.

Project achievements

The next stage involves looking at what actually happened in the project and what was achieved at the end. Again, try to get to the ground truth. What was the actual expenditure compared with the budget? Were the deliverables ready when they were supposed to be? What response was received by the client? What was the uplift in sales? In a long or complicated project, you may need to draw a flowchart of what happened before you can start to analyse it.

Identification of issues

The next stage is the identification of the success factors and challenges that need to be analysed and from which lessons can be drawn. There are a number of ways to do this:

image You can ask people to identify successes and challenges before the event, so you have a shortlist before the retrospect itself. This is effective if you can get the team’s attention, but often people do not give it much thought. It may be the only way to identify success factors and challenges from people who cannot attend the event.

image You can ask the attendees to brainstorm their top three (for example) success factors and top three challenges and put them on individual Post-it notes, which can then be grouped into themes for analysis.

image You can map out the flow of the project, including the major tasks, activities and steps and then ask people to identify the activities that were particularly successful or challenging. Prioritise these areas for further discussion and analysis.

image Ask people in turn to identify their successes and then prioritise them. This method is difficult to facilitate as people will start discussing the items rather than just identifying them.

image Ask people in turn to identify their successes and discuss them in the group as each one is identified. This method ensures that everybody contributes, but it may be difficult to manage the time.

Discussion of issues and identification of learning points

Take the issues one by one, in order of priority, and hold a group dialogue on each one to find the root causes of the success (‘Everybody, why do you think this was successful? What did you do to ensure success?’); and continue the dialogue to ask how the success can be repeated in future (‘So what would you recommend to a team doing this in future, to repeat the success? If you were doing it again tomorrow, what would you put in place?’). I like to discuss the success factors in order of priority first and then discuss the challenges in order of priority. This section of the retrospect can take between 10 and 20 minutes for each person present (so if six people are present, it could take between one and two hours). The purpose of the discussion is to come up with good-quality lessons, namely specific, useful, actionable recommendations for future projects, which will allow them to reproduce the identified success. Good, firm facilitation may be needed here, otherwise the meeting can easily lapse into a discussion of what people liked about the project (or worse, into a blamestorming session) or can generate woolly and vague lessons. With firm facilitation, some very useful material can be developed for future teams.

During this process you may also identify procedures, documents or other artefacts that may be useful for future projects or teams. For example, if a success factor was the clear definition of roles at the start of bid preparation, you can ask for a copy of the role definition document, which can then be reused by future bid teams as a template or a starter for their own role definition document.

Occasionally, when reviewing a difficult project, conflict may arise. Different people at the retrospect may have different perceptions of what happened to cause a breakdown or failure in the project. Arguments can start, tempers can rise. The way to turn conflict into a positive outcome is to ask the question, ‘what should we do next time, in future projects, to ensure this breakdown or failure does not happen again?’ In many ways it does not matter precisely what happened this time or whose fault it was, so long as everybody is agreed on how to do it better next time. In fact, the question ‘what should we do next time?’ is the most powerful question to ask in retrospects. It is almost worth writing this question on a flipchart and sticking it on the wall. The whole purpose of the retrospect is finding lessons that can be reapplied next time or in the next project.

Offers for the next project

A further step can be to ask the project team what they can provide for the next project to help them perform. Obviously they can give them the results of the retrospect, but they may be able to offer them documentation, advice, templates, campaign material and boilerplate bid text.

Closure

As a closure exercise, at the end of the retrospect, I like to go round the room and ask people to rate their satisfaction with the project, as ‘marks out of 10’. Sometimes, if the project has delivered a great result through struggle and hardship, I ask them to rate their satisfaction first with the product they delivered and second, with the process they went through. This satisfaction rating exercise has three main purposes:

image It allows people to express their feelings about the project without having to use emotional words. Given that they have been reliving the project during the course of the retrospect, discussing the highs and lows, it is quite good to ‘even out’ with an overview statement of how they feel.

image It allows you to identify the outliers. If everybody was giving the project 8 out of 10, apart from one person who gave it 2 out of 10, then you need to understand why.

image It allows you to ask a supplementary question: What was missing from the project that would have allowed you to give it 10 out of 10?

Recording retrospects

Knowledge has credibility when it is expressed by credible people – people with experience. Knowledge captured in the form of quotes or soundbites from the project team can be seen as being the voice of experience and can be used in stories to add context to the identified lessons. If you are going to add context and credibility in this way, the retrospect needs to be recorded carefully – recording people’s own words as closely as possible, recording the stories that give context to the lessons and recording who said what. You either have to take very detailed notes (speed-writing) or, if possible, you should audio-record the event. Although some people may worry about having a tape recorder present, you can reassure them that it is only for transcription purposes, that any recordings will be destroyed after transcription and that nothing will be published without giving the retrospect attendees the opportunity to edit it first. However, the amount of learning that emerges during a retrospect is so huge that often audio-recording is the only practical way to capture it all.

It can also be useful to summarise some of the key retrospect lessons and stories on video. At the end of the retrospect, when the lessons have been identified and discussed, ask a few of the more eloquent speakers to summarise what has been learned and what they would recommend to future projects based on that learning. These small video summaries can be a good and engaging way of recording some of the key lessons. They are frequently stored as part of the knowledge asset on the topic.

Retrospects (with some individual interviews) were the tool of choice for one organisation that we worked with to collect and collate their knowledge on ‘winning work’. This was compiled from the knowledge of their bid teams and covered elements such as business development, partnering, prequalification, building the bid team, bid preparation, document preparation, pricing, customer relationships and negotiation. It is no surprise that many of these themes are the same as those from the PFI knowledge exchange described above, as these are part of the standard steps of preparing any bid and elements that each bidding organisation has to perfect.

Mini-knowledge exchange and peer assist at team meetings

The sections above describe knowledge exchange and peer assist as specific events held for members of a community of practice or members of a single discipline to exchange knowledge about a topic. However, knowledge exchange can also take place on a much smaller scale and with much less formality, during normal meetings. For example, members of a dispersed regional sales team, working individually most of the time, will frequently get together for team meetings on a weekly or even monthly basis. This is a good opportunity to share knowledge with each other, ask for help and advice and share best practice.

The manager of such a team needs to set not only the culture that allows such exchange of knowledge, but also the expectations, and to provide a structure that ensures exchange of knowledge. The following quotes are from a survey we ran of sales managers and sales reps. They do not only show the value of exchanging knowledge in team meetings and team conference calls, but also reflect the influence of the manager in driving this behaviour.

We are each other’s only resource. Somebody will figure something out when they’re doing their work and then, whenever it comes up as a question for somebody else, we all just have to work together and share our learnings and pass it on, to speed things along on the learning curve. Our boss doesn’t know our system as well as we do and we can teach each other. Whenever we have questions, we usually go to each other before we take it anywhere else.

There’s a lot of sharing that goes on within the team and before that we were pretty much just silos. There’s probably something that comes out of every meeting where someone is saying, ‘Does anybody know how I can get past this roadblock?’ or ‘Is there something that I could do to help facilitate this?’ And there’s been a lot of times where someone else on the team said, ‘Here’s how I’ve been able to accomplish that.’ Or ‘Have you thought about talking to this person in this department?’ It’ll be surfaced at the team meeting if somebody is having an issue with something and most of the time somebody within the team can propose a solution.

You need to take all of these opportunities and make them learning opportunities to try to make the team better. Really look for best practices. It’s not just ‘Look at that (sales) number, you’re down, you’re here, you’re whatever.’ It’s ‘Hey Jim, it looks as though you were at 125 a year ago, what do you attribute your success to? Why do you think you’re doing so well?’ And do that in a group conversation. And then if somebody’s down, ‘What are the issues that you are facing right now? Is there anything that we can help you with?’ On paper it looks like this guy isn’t pulling their own weight. But in the meanwhile they may be pulling their weight, once you understand exactly what the root problem is.

(Our sales manager) is always looking for successes that one person has and trying to find ways that those successes can be transferred to other accounts. He doesn’t just go into one area and say, ‘Well, so and so did this and I want you to try it,’ instead, he’s really good at facilitating the communication between the various field managers so that they’re sharing the successes and working on solutions together for each other’s accounts.

Don’t be afraid to ask your peers questions (in these meetings). ‘I’m a new account manager, new to the channel or new to the business,’ don’t be afraid to ask questions. Pick the brains of the sales reps that are currently on the team.

When you identify some of the key learnings someone else on the team will say, ‘Hey, you know what, I had that same experience, this is what I did which was better and different and you should try that approach’. Or, ‘Hey, have you tried to ask so-and-so in the national office for resources to help get that project completed?’ So you review it as a team, you talk about the key learnings, you talk about some shortfalls or the misses, then you know other people can share experiences and it literally will help that person or will help the entire team.

I think it’s great because I worked previously in a world basically where I was kind of out on my own in a very unique group and so did not have a lot of that sharing that took place amongst my fellow peers. And coming to this new group, it is quite the opposite. We have this information and it flows freely and I just think it’s great because you can feel comfortable saying, ‘I have to work on a presentation coming up; I’m getting ready for this certain project, does anybody have anything that may help me here?’ And people send information; I think that’s a very positive thing about our team.

These seven quotes from different teams show the sort of informal knowledge-sharing that can be promoted within a sales team. It is the manager’s job to build this open culture, where people are willing to share lessons and ask each other for advice (for more details see Chapter 8). Some useful questions the manager can ask in a team meeting to promote this behaviour are:

image ‘Susie, you’ve had a very successful month, can you share with us what you did and what you can recommend to others?’

image ‘John has some big challenges on his account. Can anybody think of things that he could do to turn the situation around?’

image ‘Guys, it looks like we are all facing a challenge on this particular brand, can we put our heads together and pool what we know to decide the best way to tackle it?’

After action review (AAR)

After action reviews (AARs) are short conversations about learning, which can be conducted on a regular basis. They allow a team or individual to consciously express what they’ve learned, for others to hear this and learn from it and for teams to change and improve their processes depending on what’s been learned. AARs are particularly suited to the sales and marketing environment as they are simple to conduct and have immediate benefit. They could for example be routinely used to capture what has happened during a sales visit, by conducting them immediately after the visit, often in a coffee shop or sitting in a car in the client’s car park. In many ways AARs can be thought of as ‘learning how we performed today so we can perform better tomorrow’.

The AAR process was developed by the US Army, which uses it as their main knowledge-gathering process. It does not go into very great analytical depth and so is useful for reviewing short-turnaround activity or single actions. It is short and focused enough to do on a weekly or daily basis, perhaps during weekly team meetings. As one sales team reports, ‘On our conference calls we’ll go over the numbers and spend some time talking about what drove the numbers. Why did we have the successes that we did, why do we have the disappointments, what are we going to do differently in the new year?’

The structure of an AAR is very simple. It consists of asking five questions – the five listed below. The questions are answered through dialogue within the team:

image What was supposed to happen? The first question is asked about the objective of the activity and the target performance. We have often found that the first few times you ask this question, people may turn out to have been confused about the objective or the target or else no clear objective was set. One of the by-products of AARs is that they promote objective-setting.

image What actually happened? The second question looks at actual performance. If you are conducting an AAR, you need to establish ‘ground truth’ with this question. You are looking to determine reality, rather than opinion. This is where you have to ensure that you avoid opinion and emotion. It is very easy for the discussion to become heated at this point. Try to avoid that by always coming back to ‘ground truth’ – what actually happened and what is the evidence to support it (sales figures, for example, or customer comments)?

image Why was there a difference? The third question seeks to understand why a particular result was achieved. Perhaps you did better than expected; perhaps you did worse than expected; perhaps you met your target. What were the factors that determined the result? Another way to ask this question, if the first way doesn’t work, is ‘What went well and what did not go so well?’

image What have we learned? The fourth question asks about the learning and should be expressed in terms of what will be done differently in future (or, in cases of over-performance, what should be repeated in future).

image What action needs to be taken? Here you move from analysis of the activity to ‘what are we going to do about it?’ Now you need to assign the action to ensure it gets done. Much of the time the action lies with the team. If the team cannot fix the action, there needs to be an escalation route.

In many textbooks the AAR process is illustrated by using four questions. We prefer five to highlight the move from lesson identification to lesson learned.

The answers to these questions can usefully be recorded on a one-page pro forma or a marked-up flipchart, which can be collected for future reference.

The after action review process works well in an open, blame-free, inclusive environment. You need to set the ground rules for after-action reviews, and some of the rules are as follows:

image Aim for openness, not hiding any mistakes.

image There should be no hierarchy – everyone’s input is equally valid.

image The focus of the exercise is learning, not blame or evaluation.

image Everyone who was involved in the activity should take part in the AAR.

image No outsiders should be present; nobody should be there to ‘audit performance’.

image Deal with the significant issues and the significant objectives, not trivia.

One organisation that made powerful use of after action review in sales was Buckman Laboratories. As M. Sheldon Ellis and Melissie Rumizen tell us:3

The After Action Review met most of our standards for business processes. Additionally, it was a natural companion to another business process for planning. However, it failed to meet our requirement for a visual representation. So we created our own, one that in the words of our Manager of Instructional Design, Catherine Walker, ‘can be drawn in the dust on the hood of a sales associate’s pick-up truck’. With our adaptation of the AAR, we ‘Buckmanized’ it by naming it the Buckman After Action Review (BAAR). Overall, since the inception of our knowledge sharing system,4 we’ve experienced a 50 percent rise in sales from new products, which indicates a dramatic rise in profitability from innovation. Sales per associate have increased 51 percent, while operating profit per associate has gone up 93 percent. The payoff is clear.

Training, coaching and mentoring

Training, coaching and mentoring also play a role in transferring knowledge, particularly within a team of sales staff who work alone much of the time. The training needs to be personalised to the skills needs of the individual, and the ideal approach is to provide just-in-time training.

One sales manager we interviewed creates individual personalised training programmes for each team member, taking into account their personal motivation, their competences, where they want to develop and how they want to organise their learning. He draws up a training programme with them, helps with the programme and has regular sessions with them to monitor their progress. Some of the training might be preparing in advance for a meeting with the customer, for example, so the salesperson knows what to do, and then afterwards the manager will discuss how the meeting went and so prepare the salesperson for the future. This way, he provides a combination of just-in-time training and ongoing coaching.

When a manager provides the coaching, he can also act as a conduit for learning within the team. As one salesperson reported, ‘Our manager makes a point of visiting everybody on the team and spending individual time with them. Those lessons are shared with the group when we are all together – “this is what this person did and it worked, try it, think about how it will fit”. And vice versa.’

Coaching is a key managerial skill and a skill that can be learned by the manager. Part of the skill lies in drawing the answers out of the staff, rather than giving them the answers yourself. According to one regional sales manager,

They might come to me and say ‘I am not sure what to do.’ Instead of giving the answer, I get them talking. ‘Well, tell me what could you do?’ And then we talk about it and they might realise they have already got the answer. Often my role is to give them the confidence in their own answer. I might say, ‘You know this account far better than I, what is your gut feel?’ Of course this depends on the situation and if somebody came to me in their first week and I started giving them coaching, we would be there all day!

The manager can also link up experienced sales people with younger inexperienced staff and ask them to act as mentors, to keep an eye on them and to reach out to them on a regular basis to talk about issues, problems and opportunities. Then if the young and inexperienced person has a question or a problem, they feel that there’s always somebody there who can help them and someone who is open to answering even the ‘dumb questions’. Sales people are often gregarious and many welcome this mentoring role. One of the coaches explained to us, ‘I like being able to help someone through a difficult phase in their career or something like that, walking them through it, training them on the tools. That makes me feel good that I’ve helped somebody else.’

Role-play can be a very powerful training tool for sales staff. For instance, you might train sales people by having two people act out a sale between the buyer and the sales representative. The manager and/or other trainees watch the role-play and debrief it afterwards. Then you can draw out any generic learnings from the role-play (perhaps using the after action review as a framework for debriefing), as well as identifying strengths and areas for development for individual staff. Then you can replay the session, incorporating the learnings. Let the staff experience the changes and the improvement, instead of just imagining what might happen. The use of role-play will vary from one company to another; in some companies it is viewed as ‘staged and artificial’ while in others it is a vital training tool.

Interviews

An interview is the most effective way to identify lessons from a single person, for example from a key account manager, your most successful marketing manager or your best sales staff. One sales company regularly conducts interviews with their top sales managers to identify their secrets of success, which are then compiled into a knowledge asset. Mars use interviews with staff around the world on strategic topics identified by the community steering team, such as selling to global supermarket chains or understanding the ‘impulse buyer’ (see Chapter 9 for more details). Interviewing is a skill that can be learned and developed through practice. A structure for interviewing is presented below. It can either be used as a checklist to verify that the trained facilitator/interviewer whom you have engaged to conduct the interview has a process that they will follow, or as an introductory guide to allow you to conduct the interview.

Preparation

Careful preparation will help you and the interviewee and will give a better end product. Allow at least an hour for a normal interview or several hours for an in-depth interview with a senior person such as a sales director or marketing vice president. Make sure the interviewee knows why you are interviewing them, who you are, what the process of the interview will be, how long it will take and what you will do with the output. Make sure you know who they are, why they are important and what their role was in the activity being reviewed. Do a bit of background reading so you understand some of the context and know some of the technical terms.

Explain the process

Be clear about the topic, purpose and ground rules of the interview. You are interviewing this person to identify their lessons, rather than to critique their performance or obtain a magazine article. You therefore need to make it clear to them at the start precisely what you are interviewing them about. For example, ‘I would like to interview you for about an hour on what you have learned about sharing knowledge in a dispersed sales team.’ You then need to explain what will happen to the output, who will write it up as lessons, what their role is in validating the lessons and how the lessons will be carried through into action. For example, ‘The purpose of this exercise is to help sales managers deliver the same degree of success as yours, by building on what you have learned. I will write up the lessons, ask you to review them in about a week’s time, and when you have approved them they will be passed to the senior sales directors, who will create some guidelines for the organisation.’

You will also need to explain the process that you will use, ask permission to record and reassure the interviewee that they will have the right to edit the output before it is published. We generally assure the interviewee that any recording (with the exception of video clips) will be for transcription purposes only and ask them to be as open as they like during the interview in the knowledge that they can go back and reword things later. Make sure they realise that their lessons will be attributed to them. These will not be anonymous lessons; the interviewee will be given full credit for their knowledge.

The interview process

During this process you will be helping the interviewee uncover the key bits of knowledge that they may not even realise they have (the unknown knowns). You as interviewer have dual responsibility – first to the interviewee (to help them become aware of what they have learned) and second to the ultimate audience (by making sure that the lessons you help the interviewee to identify will be specific, relevant and actionable). You must ask questions on behalf of the audience and manage the conversation so that useful answers emerge. You are looking for the secrets of this person’s success, what they have learned from their experiences and how others can repeat the success. You don’t know what these secrets are and the interviewee may not fully know either. So there is no point going into the interview with a list of questions and expecting simple answers – the questioning process is a process of exploration.

Keeping track of the structure

You need to keep good notes in order to follow the questioning structure. When I am conducting an interview, every time the interviewee mentions a new theme, success factor or challenge that will become a new ‘branch’ in the interview ‘tree’, I put a big asterisk against it in my notes. Then I can keep checking back and making sure all of these branches have been explored. For example, ‘Mr X, earlier you said that team learning had gone well – can we just explore that for a bit? Why do you think the teamwork was so good?’

Use your listening skills. Your role is to ask short questions to allow the interviewee to express what he knows. Make sure your listening/ speaking ratio is 80:20 or greater. Listening is not passive, however. You need to use ‘listening skills’. Some of the basic listening skills include:

image suspending judgement (not trying to analyse if what is being said is right or wrong or whether you agree with it);

image not interrupting (especially when you are recording the interview);

image paraphrasing (i.e. repeating back what someone has said to you using your own words and context, to check for understanding); and

image purpose-stating (saying why you are asking the question).

You need to keep the interview on track by finding a ‘nice way’ to move them on when they are rambling or going off track. If this happens you might need to ask them, ‘So what are the learnings?’ to bring them back to the topic being discussed.

Summing up

Once you have explored all the topics and identified all the lessons, a good way to sum up the interview is to ask the interviewee to summarise the top three or top five lessons. The following question is one that we find very useful in prompting a good summary:

As a summary of what we have been discussing (and this will probably be repeating some of the things we’ve been through), if you were speaking to somebody who was just about to start on a similar activity tomorrow, what would your key points of advice be?

This section of the interview can be a good one to capture on video or audio file. You may want to give them a couple of minutes’ preparation or thinking time before running the cameras.

Identifying the documents

As you go through the interview, make a note of any key documents that the interviewee mentions (for example, ‘Bill took photographs of the product displays, which we found very useful’). Ask whether you may have an electronic copy of these to include in the final product (‘Can you get me a copy of Bill’s photographs?’). Again, as you make notes during the interview, you can put a mark against your notes whenever a key document is mentioned. This allows you to refer back to them again at the end (‘You mentioned the following key documents – X, Y and Z – do you think you would be able to e-mail these to me by the end of the week?’). These documents may be very useful to attach to the lesson.

Recording

A vast amount of knowledge will come out from an interview. They are a rich source of guidance, anecdote, experience, advice and story and you need to capture this material in an equally rich way. You really need a complete verbatim transcript from which to work. You therefore should record the interview with a digital voice recorder. A simple pocket dictation machine will be sufficient and can sit fairly unobtrusively in front of the interviewee. Make sure whatever recording machine you use is compatible with the transcription service you will employ. Make sure the batteries are fresh and that you have spares. Ideally have a spare recorder. I was interviewing earlier this year and managed to tip a cup of tea over my digital recorder. However, I was prepared and I had a second recorder in my bag.

Take detailed notes as well. Speed-written notes are useful in two ways; as a non-technical backup to the recording equipment and also as a way for you to follow the structure of the interview as it branches. Detailed notes are also valuable as a backup if your recording equipment fails or if the recording is of poor quality. Speed-writing is a useful skill for the knowledge manager, but it is a tiring process. Make sure you have a large notebook and several sharp HB or B pencils. Buy a new notebook for each series of interviews.

It may be useful to take a photograph of the interviewee. Some organisations put the originator’s photograph in the lesson document.

Telephone interviews

Sometimes it will just be impossible to conduct the interview face to face, for example if you are interviewing the members of a global team. You will then need to interview them by telephone. The process will be the same, but a telephone interview will require far more concentration than face to face. You may also need to spend additional time setting up the context and establishing rapport. It is not so easy to ‘break the ice’ in a telephone interview and you will need to go quite carefully through who you are, who commissioned the lessons identification and what you will do with the output. As you conduct the remote interview, be careful to explain what you’re doing in more detail than you would face to face. For example, ‘I would like to ask one or two context-setting questions and then we will go into more detail,’ or ‘Can I please follow up on that point, because I think this would be a very useful area to discuss further?’

Take care with recording. Often the best you can do is to place a tape recorder next to a speaker phone or video-conference loudspeaker. It is better to buy a splitter that takes an audio stream from a telephone handset socket. You should use a speakerphone or a telephone headset, so you have both your hands free for taking notes. Do not audio-tape a telephone conversation without the person at the other end being aware beforehand that you are going to tape the conversation.

Knowledge asset

The output from multiple interviews, from retrospects or from a knowledge exchange can be built into a knowledge asset. Knowledge assets consist of guidelines, set within a business context, enlivened by stories and quotes from experience and linked to people and documents for further investigation. The role of knowledge assets in knowledge management is to provide the means by which one team or person can transfer their know-how to many teams or people, separated in time and distance. Although the most effective mechanism for knowledge transfer is face to face, this is not always possible to arrange. Your knowledge management system should provide the means to transfer knowledge between people, even if the timespan between capture and use is years. A knowledge asset can usefully be hosted on a wiki or in a knowledge base.

Setting the context

You need to be very clear about the purpose of the knowledge asset and also who the user of the knowledge asset will be. The user will often help define the scope and purpose. Once you have purpose, scope and user, you need to make sure you have the resources needed to complete the exercise.

Capturing the knowledge

Processes for capturing knowledge have already been described in this chapter; they include after-action review, retrospect and individual interviews.

Distilling out the lessons

The analysis and distillation step consists of looking back at what happened and turning this into forward-looking advice for the future. Lessons can be presented as recommendations for the future or as questions that future users should ask themselves or, in the simplest case, as a checklist for future users to follow. Use the transcripts from the knowledge capture process to derive quotes that answer the questions (or illustrate the recommendations), which can then be grouped into themes. During a long knowledge capture process involving many people, analysis can be run in parallel with the later interviews.

Validating the lessons

Any lessons, recommendations or questions/answers derived during the distillation phase need to be validated with the team and with the wider community of practice.

Setting out the contents of the knowledge asset

A knowledge asset can be built from the experiences of a single project team or by collating know-how and experience from many teams. The contents of a knowledge asset may include some or all of the following:

image a history of the activity or projects (if the knowledge asset is compiled from project activity);

image guidance for future teams, based on the experience of the people who contributed to the knowledge asset, illustrated with verbatim attributed quotes. This guidance could be in the form of frequently asked questions or checklists or guidelines;

image contact details of the people who contributed to the knowledge asset;

image links to documents and other artefacts that future teams will find useful;

image metadata (data about the knowledge asset, such as author, date, etc.).

Choice of media

Different people learn in different ways and the richer the medium, the more easily knowledge is transferred. Although your knowledge asset will probably be text-based (unless you are creating a video), you should consider including pictures, audio and/or video, depending on your available bandwidth and technology. Multimedia wikis have huge value as a medium for storing a knowledge asset, as it can so easily be updated as new knowledge becomes available. Knowledge goes out of date if it is not kept fresh.

Publishing the knowledge asset

The knowledge asset needs to be placed somewhere that knowledge customers can find it in the future. Publish it in ‘community space’ and let the community of practice know that it has been published. The advantage of publishing it on a community wiki is that community members can then edit the asset further. Seek feedback on your knowledge asset, appoint a knowledge owner for the asset and make sure the asset is updated regularly.

Some of the knowledge assets that we have helped to create for sales and marketing organisations include the following topics (many of them mentioned above), which give some idea of the range of topics suitable for knowledge assets:

image winning work;

image bidding for PFI contracts;

image building an engaged sales workforce;

image marketing to the impulse buyer;

image selling to major accounts;

image partnering along the supply chain.

Best practice

The concept of ‘best practice’ is a contentious one in knowledge management circles. In the discussion groups, we hear people saying, ‘We don’t believe in best practice.’ Respected KM gurus say that ‘best practice harms effectiveness’. David Snowden, in his complexity model, believes that best practice will apply only to simple, repeatable, noncomplex problems. Certainly we have seen the concept of best practice used negatively and destructively in organisations. People can defend outmoded and inefficient ways of working by saying ‘we are following best practice’ or can force a solution on an inappropriate problem by saying ‘it must work – it’s best practice’. However, the allure of ‘best practice’ is strong and many companies aspire to developing and deploying best practices in a number of sales and marketing areas.

We believe that best practice is a very useful concept, provided you follow the rules below:

1. Best is temporary. There may be a current ‘best way’ to do something, but like ‘world champion’ or ‘world record’, it’s not going to stay the best for long.

2. Best is therefore a starting point. You should always look to improve on best, but without knowing the temporary best, you don’t know what you have to beat. Like a world record, best is there to be beaten – it’s a minimum accepted threshold.

3. Best is contextual. There may be no universal ‘best way’ to do something. The best way to market hair dye in Norway may not be the best way to market hair dye in Nigeria. However, in each context there will be a best practice; for example, a Scandinavian best practice, a West African best practice, etc.

4. In a new context, you cannot blindly apply ‘best’ from another context. However, you can learn from other ‘bests’ – no context is ever totally alien and there may be approaches that you can reuse and approaches you can use to inform your own approach.

5. Best practice does not have to be written down. It can live there in the community cloud of tacit knowledge. Usain Bolt’s ‘best way to run a sprint’ is probably not even conscious – it’s in his muscle memory. However, if it can be written down – in a wiki or a document or a knowledge asset – so much the better, so long as it is immediately updated every time it’s superseded and improved. The risk with documenting a best practice is that it goes out of date and there is no point in documenting without allowing for continual update. The risk with not documenting a best practice is that people can’t find it, can’t refer to it and so make up their own practice, which is frequently far from best. The answer is to record and continually update – through a wiki or through a constantly reviewed and updated knowledge asset.

If you apply these five caveats, there is little or no risk from the concept of best practice and instead it can be part of the engine that drives continual improvement. After all, the concept of best practice is simply the following thought process: ‘Here’s a problem. Has anyone seen anything like this before? What’s the best way they’ve found to deal with things like this? How can I build on/improve on that to tackle my problem? Hmm – that worked, I’d better let others know what I did.’

Best practices are a particularly valuable concept in organisations with global brands and a level of commonality between the different countries. Proctor & Gamble, for example, claim that their scale advantage is driven as much by knowledge-sharing, common systems and processes and best practices as it is by size and scope.5 Many organisations seek to develop internal best practices or ‘standard ways of working’ in areas such as sales and marketing and we have already mentioned the SABMiller Marketing Way. In their 2009 Annual Report, SABMiller describe the value of applying their Marketing Way in Colombia:

Colombia’s Pony Malta is a category-leading, non-alcoholic, malt beverage competing directly with carbonated soft drinks, juices and dairy beverages. Following the principles of SABMiller’s Marketing Way, the Colombian business continued the brand’s evolution in 2008 by positioning the product as a ‘natural balance between nutrition and refreshment’. The challenge, then, was to differentiate the brand from rival categories while appealing to audiences with different priorities – children and young people who mainly drink it for refreshment and their mothers who value its nutritional properties.

The resulting campaign mixed traditional advertising with point-of-sale merchandising, prize giveaways and multi-media promotions. Initiatives included the ‘Pony Futbol’ event involving more than 25,000 young footballers around the country. In the year to 31 March 2009, the brand increased its sales volumes by 3.4%. Having consolidated its position as number two in Colombia’s carbonated soft drink category, after Coca-Cola, Pony Malta is well placed to continue growing.

Best practices such as the Marketing Way need to be gathered through knowledge exchanges and interviews, fully described in a knowledge asset, owned by a knowledge owner (Chapter 6), spread throughout a community of practice (Chapter 4) and kept alive and up to date.

Storytelling and case histories

Even the clearest knowledge benefits from being illustrated with a story. The learning has been identified within a context and it helps to understand the context when reviewing the learning, so that the user can know whether it applies to them. Therefore a story can support a learning point through providing valuable background and context. Listening to a story is also a more natural way of learning than reading a piece of text. A story can include inflection and stress and emotion that otherwise is lacking. There is therefore a considerable amount of interest in storytelling in knowledge management circles and stories need to be included in knowledge assets to provide context, emotion and a human link.

Stories used for transferring knowledge need certain characteristics:

image They need to be true – There is no value in a made-up story; people will find out that it is not true and then you lose all credibility. Knowledge can be transferred through stories, if they are true.

image They need to be told by the people concerned – Stories lose their power when they come second-hand. They need to come from someone involved or someone with direct contact with the people involved. Obviously these people can’t be everywhere; they can’t go round telling their story to everyone, so record them on video. New Scientist magazine recently reported on a study in Benin, in the International Journal of Agricultural Sustainability. The study described how a team from the West Africa Rice Centre was attempting to transfer knowledge to women farmers in West Africa, on the topic of ‘how to parboil rice’. They tried a variety of ways to transfer the knowledge, including workshop demonstrations and video demonstrations. They found that firstly the video attracted more watchers than the conventional workshops (74 per cent of women in the villages, as opposed to 22 per cent) and secondly that the reuse of the knowledge by those who attended was much higher (72 per cent as opposed to 19 per cent). This was at least partly because the people telling the story in the video were women rice farmers from Africa, not Western scientists. This delivered a level of trust in the knowledge, as it was being demonstrated by peers and by the people concerned with rice preparation.

image They need a clear learning point – Not every form of storytelling is effective for sharing knowledge. We can tell stories for many reasons, such as interest and entertainment and scandal, without necessarily deriving lessons from them or sharing knowledge through them. Storytelling alone, with no learning points, is not an efficient way of learning and even a story that conveys learning benefits from clear identification of the learning and the recommendations arising. Without this, everybody listening to the story would need to draw their own conclusion. For experienced staff, this may be all right, but inexperienced staff may miss the learning points completely or draw the wrong conclusion. The most qualified person to draw the conclusion is the one who lived through the story. Why not let him or her share their conclusion as something that others can learn from? Stories are easiest to learn from when they carry a learning point that others can use to guide their action.

If you are capturing stories as part of your knowledge management programme, a digital video camera is a key part of your toolkit. When the camera is being used to create video clips for use in PowerPoint presentations or on your intranet, it doesn’t matter whether you choose a camera that records onto disc or one that records onto cassettes or onto flash memory, as the quality will be much the same when it is shrunk to broadcast size. We currently prefer flash memory for ease of file transfer.

Look for a camera that takes an external microphone. This is important! People will put up with a poor picture in a video, rather than poor sound. Modern digital video cameras have built-in microphones that are incredibly sensitive and can pick up noise from the cassette, from the spinning disc or from background noise such as air-conditioning or road noise. It is far better to use an external tie-clip microphone that you can attach to the person telling the story, so that the sound is as clear as possible. Then you need to invest in video editing software. There are many choices and all seem pretty good if your only aim is to record stories.


1.Milton, Nick (2010) The Lessons Learned Handbook. Oxford: Chandos Publishing.

2.http://www.sabmiller.com/files/reports/ar2008/6_strategic/priority4.html

3.M. Sheldon Ellis and Melissie Rumizen (2002) ‘The evolution of KM at Buckman Laboratories: How its KM program has developed with the new leadership’, KM Review, Vol 5, Issue 1, March/April.

4.This includes far more than just the BAAR.

5http://annualreport.pg.com/annualreport2009/letter/strength.shtml

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