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Tools for Knowledge and Learning: A guide for development and humanitarian organisations
Ben Ramalingam, July 2006

' ... if all you have is a hammer, then every problem becomes a nail … '

Background
The idea of capturing, storing and sharing knowledge so as to learn lessons from the past and from elsewhere - overcoming the boundaries posed by time and space - is far from being a new one. In recent years, a growing movement has emphasised the improved application of knowledge and learning as a means to improve development and humanitarian work. The movement has led to the widespread adoption of learning and knowledge-based strategies among the range of agencies involved in such work, including donor agencies, multilaterals, NGOs, research institutes, and the plethora of institutions based in the South, including national governments, regional organisations, and indigenous NGOs (King, K. and S. McGrath, 2004).

This guide is aimed at staff working in all such organisations. There are 30 tools and techniques contained here, divided into five categories: i) Strategy Development; ii) Management Techniques; iii) Collaboration Mechanisms; iv) Knowledge Sharing and Learning Processes; and v) Knowledge Capture and Storage.

Many of these tools are simple and trying them out requires nothing more than the desire to try something new, and the drive to 'get on and do it'. Undertaking them effectively requires effective - sometimes advanced - facilitation and communication skills. Here, we have aimed to provide comprehensive accounts of how to apply such techniques, with a focus on the requirements of potential facilitators.

Other tools covered here are more complex, and call for significant planning and resources if they are to be delivered effectively. Here, we have attempted to provide an introduction and orientation to a broad subject, as well as suggestions for further resources that might prove useful for the reader.

There are a number of existing toolkits on knowledge and learning, some of which, such as the deservedly popular UK National Health Service knowledge management toolkit and the Learning to Fly books, have served as inspiration for the current volume.

The aim behind this toolkit is to present entry points and references to the wide range of tools and methods that have been used to facilitate improved knowledge and learning in the development and humanitarian sectors. It is hoped that our efforts here will go some way to ensuring that the quote starting this chapter does not become a truism: users will have access to more than just hammers, and the diverse problems faced in this important area of work will not have to be treated as just nails.

The RAPID programme
Knowledge and learning is at the heart of the Research and Policy in Development (RAPID) approach on which ODI has been working for the past five years. RAPID has worked hard to further understanding in this area of work, through efforts to deepen awareness of what works in practice, to explore new and innovative ways to apply this awareness, and to undertake action and theoretical research across a wide range of circumstances. Our interest has led us far and wide:

  • RAPID has undertaken reviews of knowledge and information approaches: a review of information systems in sustainable livelihoods, followed by a literature review of knowledge management and organisational learning and a case-study based investigation into the effectiveness of knowledge and learning.
  • Valuable lessons have been learned through developing and implementing the ODI strategy for knowledge and learning; RAPID has carried out similar activities for a range of other organisations, including bilateral donor agencies, multilaterals, Southern NGOs and governments.
  • RAPID has evaluated and suggested improvements to ongoing initiatives, and run training courses for recipient groups ranging from humanitarian workers to economic researchers.
  • Studies have been made of shifts in international policy on development and humanitarian issues, including examining the contribution of different forms of knowledge to these changes.
  • RAPID has consulted with civil society organisations across the world as to how they use knowledge to influence policy.
  • RAPID has facilitated energetic regional and national debates on how to build local capacities to utilise different kinds of knowledge for developmental ends.
  • The complementary RAPID toolkit on communication may also be helpful for those interested in knowledge and learning in the external environment.

In carrying out the above, we have stood on the shoulders of others, trying as hard as possible to practise what we preach. We have learned that, regardless of the institutional setting, organisational learning and knowledge management initiatives that are successful are those that focus on a number key of organisational competencies.

Why is this guide relevant?A holistic view of knowledge and learning tools
RAPID research has shown that knowledge and learning tools, if effectively applied, have the potential to transform the efficiency and effectiveness of development and humanitarian agencies. However, tools and techniques alone are not enough: a number of other factors need consideration. Findings have indicated in particular that where knowledge tools and processes, relationships and collaborations, organisational contextual factors and external factors are dealt with in an integrated and coherent manner, resulting strategies may prove more effective. Since undertaking this research, we have applied these principles in wide range of settings, learning more with each application.

Figure 1, developed as part of our research into this area, demonstrates the importance of using knowledge and learning tools as part of a holistic approach to organisational change. The diagram takes account of the specific environment and pressures faced by development and humanitarian agencies. The knowledge, relationships, contexts, external factors model is one that has since been used by RAPID to undertake research on existing initiatives and to develop new initiatives. And as the test of any such model is in the application, we have been gratified that it has proved useful in a range of settings.

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Last Modified: 10 October, 2006  
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