KE Process and Documentation Planning

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Contents

Roles & ToRs

KE Team

  • anyone having expressed an interest in taking part in the KE project working session
  • interested and keen; no experience necessary

Process Team

  • develops a process that can be used to elicit stories
  • need one person within the KE team who is willing to talk about their experience related to one of the eight themes

Documentation Team

  • The Documentation team develops a general plan on how the stories will be captured
  • Define documentation team; Establish some principles of what documentation should and should not record.
  • How best to make stories travel separate from the person who experienced them? What is the process, which takes the richest and best raw materials and repositions it to be available for the furthest reach?

Buddy Pairs

  • Buddy Pairs undertake knowledge expeditions
  • One person focuses on the process, the other on the subject matter
  • To be identified on Day One


Day One

Time and Duration
Goal Buddy pairs feel comfortable conducting elicitation interviews
Outcomes
Methodology

Broad Methodology

  • take a person through a knowledge expedition process
  • we would then go out and duplicate the process with other
  • process team would develop process to elicit stories

Detailed Methodology

  • Introductions and creating conditions
    • introductions and a question (process may answer, come back and revisit)
    • overview of the 3 day process
    • history of the KE
    • discussion and agreement on working conditions (being present, suspend disbelief, fully engaged, honouring the continuity of the process, supporting those who come and go)
  • Roles (10 mins)
    • 5 process people, 5 content people
    • Documentation
  • First Interview (15 mins)
    • Encourage recollection of key moments to bring it to life: give him/her some time to scribble a few notes by trigger questions and then put them aside and speak from memory. Encourage the teller to place him or herself briefly autobiographically in relation to the material. Set it up so that there is a sense that there is an individual to whom they are telling the story so that it feels like it's individual to individual, personal, even if other people are in the room.
    • Process people watching the elicitation technique, interviewer
    • Content people identifying things that they would need to know to understand the theme better,
    • note-taking by content person pair
    • not recording (maybe clip recorded later)
  • Break-out Group discussions (20 mins)
    • Three groups - content, process and documentation
    • Improve elicitation technique
  • Group report back (15 mins)
  • Rehearsal & reflection on rehearsal (45 mins)
Documentation Plan
Expected Outputs
Materials Needed
To Do
  • generate set of questions
  • draft briefing notes, tips and hints on interviewing
  • notes on the documentation process (what and how)


Day One (in plenary and before Day Two Project Session)

Time and Duration
Goal
Outcomes
Methodology
  • In plenary at end of day all workshop participants are asked to identify/choose one of the 8 KS themes in which they have had experience.
  • The two 'most popular' themes are chosen. (Method to be determine)
  • The KE team asks for volunteers with experiences in one or both of those themes to contribute to the KE's work by telling their stories and having them recorded during the end of the day
Documentation Plan

Consider time limits and condensedness to make the burden of the documentation more manageable. Do both record and ask people to take notes into a template (see template provided by Victoria in KE Dgroups resources: [1] Each voice recording could have a word document template associated with it which will make the documentation easier to draw on later. Stories to be told not to a plenary as a performance but set it up so it feels like one individual telling it to another.

Expected Outputs
  • written journal notes
  • pieces of recordings
Materials Needed
To Do


Day Two

Time and Duration
Goal
Outcomes
Methodology
  • A third party retell some of the chosen materials at the beginning to have a sense of carrying the actual raw materials through and reincorporating them into the day.
  • KE Team exchanges ideas on the interview process
  • KE team exchanges content looking for common threads, approaches or tools in addressing the challenges
  • Linkages to the KS curriculum project are made
Documentation Plan
Expected Outputs
Materials Needed
To Do


Day Three

Time and Duration
Goal
Outcomes
Methodology
  • Documenters present the rough outline of the KE product
  • Discussion on how we can learn better from experiences and stories of others and specifically on how we bring in the stories into our own organisations or networks
  • Conceptualisation of KE beyond KM4Dev 2007
Documentation Plan
Expected Outputs
Materials Needed
To Do


Additional Notes/Ideas

  • Spend some time around meaning for the words: A story in a word exercise by Madelyne Blair: Ask participants to make a selection of words from the theme list. Give individual participants a few minutes to think of their own experience of this word in action in the organization. Invite individuals to share their story with a partner and to reflect jointly on what this has told them about the meaning of the word.

Invite volunteers to offer their words and stories to plenary. There can be a discussion following this, appreciating the different qualities that now seem to exist in a word.


Resources and References to help plan the session are based on the pre-workshop conversations on the knowledge-expedition dgroup

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