WHAT IS LEARNING AND IDEA
TCAPTURE? his is particularly important in the insurance industry because you will need to help clients understand their insurance needs, explain their options to them and hopefully help them purchase appropriate insurance policies. You could work in a variety of areas in insurance, such as an underwriter, a sales representative, an asset manager, a customer service representative or an actuary. A theme that is constantly emphasised by insurance professionals is that the industry is ultimately about helping people when they need it the most.
WHY USE THIS TOOL?
Many organisations would like their people to be more creative, generate more ideas, learn faster and turn their new learning into better knowledge to share, apply and exploit. However, if you observe individuals and teams in most organisations, you will readily see that they are continually coming up with new learning and new ideas most of the time, especially in team conversations and collaborative work. 'The problem is not a shortage of new learning and ideas, but we do not effectively capture these learning and ideas — and systematically do anything with them!' We need to find better methods, tools and techniques to do this collectively and systematically. Imagine two organisations in the same competitive business, say in the insurance industry. One organisation does not capture learning and ideas, as they happen in the workplace — collectively and systematically — but does this 'episodically' from time to time. We know this is ineffective because most of the best new learning and ideas occur at
20% OF THE WORKING POPULATION LIKES CAPTURING LEARNING AND IDEAS — SYSTEMATICALLY AND COLLECTIVELY
the beginning of projects, and then become forgotten over time. The other organisation collects learning and ideas as they happen in the workplace — 'continuously' — and submit them to people who are able to appraise them and turn them into better applicable knowledge each month. It does not require much imagination to see that the second organisation will definitely learn faster, make smarter decisions and create new innovative products and services faster. The other key reason for capturing learning and ideas is also very powerful. 'The very process of writing down explicitly what you think you have learned, or a new idea, is a fundamental process of knowledge organisation that will develop further and refine the tacit knowledge in the individual to the next higher level.' If you have written a book or article/paper yourself, you will know intuitively that you are not just merely 'dumping what you know' on paper. The very process of writing is a creative process that forces and disciplines the individual to develop and organise his/her knowledge faster. So there is a very good reason why every individual knowledge worker needs to learn how to better capture new learning and ideas. You can also capture lesson-learned each day while doing your work.
HOW TO USE LEARNING AND IDEA CAPTURE
There are many ways to capture new learning, ideas, and insights. As new technologies emerge, even more possibilities will exist. For example:
Personal capture tools
• Own memory (vulnerable as the only method)
• Notepad (useful but can be fragmented)