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EXPERT
KNOWLEDGE
TRANSFER
Reflections & Panel Discussion
Cayly Dixon
November 23, 2021
Today’s Agenda
◦ Expert Knowledge Transfer
◦ The Journey So Far
◦ The Leonard-Barton Group
◦ Example Engagements
◦ Key Observations
◦ Panel Discussion with Kate Pugh, Madelyn Blair, and John Hovell
EXPERT KNOWLEDGE
TRANSFER
Active Learning
Passive Reception
Increasing Growth of
Deep Smarts ®
Knowledge-sharing Solutions
• Learning by Doing
Guided Experience (OPPTY™ Activities):
• Observation
• Practice
• Partnering (including Joint Problem-solving)
• Taking ResponsibilitY
• Discovery (Cases, scenarios, problem sets)
• Smart Questioning (Knowledge Elicitation & capture)
• Stories with relevance (Examples; lessons learned)
• Presentations/Lectures (Used almost not at all in
this program)
Modes of Knowledge Transfer
Mostly
Tacit
Explicit
Knowledge
Sources &
Interviews
Nature of
knowledge
to be
transferred
Knowledge-sharing Solutions
Selecting Knowledge Sharing Techniques
Mostly
Explicit
Mostly
Implicit
Multiple Knowledge
Elicitation Sessions
(and K. 360s)
Discovery
OPPTY:
Structured
Knowledge
Mentoring
None or
Little Time
Months/
Years
Overlap Time for Experts & Receivers
ALPHA ENGINEERING
SMALL CITY UTILITY
EXECUTIVE MANAGER
Key Observations
◦ It’s important when it’s personal
◦ It’s usually too late
◦ The emotional and it’s often tied up with legacy and the emotions of letting go
◦ Organizations need perspective and tools to move this type of knowledge transfer earlier in the value chain
Mostly
Tacit
Explicit
Knowledge
Sources &
Interviews
Nature of
knowledge
to be
transferred
Knowledge-sharing Solutions
Selecting Knowledge Sharing Techniques
Mostly
Explicit
Mostly
Implicit
Multiple Knowledge
Elicitation Sessions
(and K. 360s)
Discovery
OPPTY:
Structured
Knowledge
Mentoring
None or
Little Time
Months/
Years
Overlap Time for Experts & Receivers
PANEL DISCUSSION
Panel
Kate Pugh
President, AlignConsulting
Faculty, Columbia University
01
Madelyn Blair,PHD
Author, Speaker, Resilience
Advisor
02
John Hovell
Managing Director &
Co-Founder,
Stratactical
03

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Expert Knowledge Transfer - Reflections and Panel Discussion