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Title: Developing a KM Strategy

Initiator: Jessica Lustbader

Participants: Daniel Cooney, Sophie Alvarez, Natalie Campbell, Zachary Baquet, Daniel Cooney, Grace Gabala-Masse, Jenny Lah, Carolina Ravinskas, Jessica Silverthorne, Ralene Simmons

Main Points: What is the process for DESIGNING an effective KM strategy? • Identify key stakeholders • Development of organizational strategy • Get buy-in of stakeholders / communicate process and progress • Vision o WHY? What’s the reason behind the strategy • Taking Stock of where we are at with knowledge management • Knowledge Audit o Needs assessment – what is the problem you are trying to solve?  Understand demand / landscape  Needs assessment for KM – what are the pain points? • Participatory development of plan o Theory of change – who needs what to achieve outcomes (clear, shared outcomes & clear expectations / visions) o Anticipating questions that others could have • Circle back with key stakeholders o Validate / get feedback on draft • Sharing / Dissemination

KEY ELEMENTS OF KM STRATEGY: Executive Summary Purpose/Vision • Value Proposition • How does KM contribute to the organization’s goals? • KM vision for the organization • To what purpose and what impact Review of KM Status Methodology to develop the strategy Framework Action Plans (who, what, when) • Selection of tools and methodologies for knowledge sharing • Roles and responsibilities Limitation & Mitigation plan Process for iterative modification and adaptation Metrics

Notes: Aimee Maron