The session was co-hosted by Dgroups Foundation Associates Jessica Ball and Pier Andrea Pirani, with contributions from Rocío Sanz, Davide Piga, Simon Hearn, and Ivan Piseta, alongside participants joining from a wide range of organisations and regions.

The exchange was structured around four themes:

• Knowledge retention;
• The role of AI in knowledge management and collaboration; 
• How to understand and assess success in online collaboration and knowledge exchange; and 
• What it takes to sustain and grow engagement over time. 

These themes provided a shared frame for the conversation.

Why knowledge retention still matters

Rocío opened by emphasising that knowledge retention goes beyond documents and databases. While reports and systems capture part of what organisations know, much of the most valuable knowledge remains tacit, shaped by experience, context, and relationships.

Participants reflected on how short contracts, staff turnover, and fragmented ways of working often lead to the quiet loss of institutional memory. Knowing where organisations and communities come from is not about repeating the past, but being better equipped to respond to the future, informed by what has already been tried, learned, and adapted.

Simon added that communities of practice offer an important space for this kind of learning, bringing together participation (conversation and interaction) and reification (documents, tools, and artefacts) in ways that allow knowledge to be interpreted and reused, not just stored.

AI as a support, not a substitute

A second focus was on the roles of artificial intelligence in knowledge management and collaboration.

Davide shared practical examples from the recent relaunch of the KM4Dev Knowledge Sharing Toolkit, where AI is used to reduce barriers to contribution. Instead of asking contributors to produce polished written content, the toolkit allows people to talk through a method or experience, with AI helping to structure this into a first draft that follows agreed templates and style.

AI is also being used to support reflection, helping practitioners surface lessons learned from experience and link those insights to existing methods. This approach aimed to keep people at the centre while making contributions easier.

At the same time, speakers and participants were clear about limitations. AI produces fluent language without understanding context or truth, and can introduce unnecessary complexity if not used carefully. Several contributors stressed that AI should support thinking and reflection – not replace them – and that tacit knowledge still depends on human interaction.

Ivan added that, from a platform perspective, one promising direction is using AI to improve discoverability, helping users find relevant content more easily, rather than asking AI to generate new conclusions or advice.

Collaboration and knowledge exchange are not projects

The third theme was how to understand and assess “success” in online collaboration and knowledge exchange, particularly in settings where participation is voluntary, and outcomes are not easily reduced to metrics.

Simon offered a framing that resonated strongly: online collaboration spaces and communities cannot be treated in the same way as projects or programmes. Participants join for different reasons, and conveners, host organisations, and funders often bring their own expectations.

Simon distinguished between internal outcomes, such as changes in participation and collaboration practices, and external outcomes, where learning influences work beyond the collaboration space itself. He also noted that conventional evaluation tools, such as surveys, often struggle to gain traction in voluntary contexts.

Reflection and learning, he suggested, are more effective when embedded into activities that already matter to participants, supporting learning rather than accountability alone.

Onboarding, trust, and sustaining engagement

The final theme focused on sustaining and growing engagement over time, bringing the discussion back to fundamentals that cut across all four areas.

Rocío highlighted how the shift to online work has reduced informal spaces for connection and sense-making. Well-designed collaboration spaces can help recreate some of this, but only if people feel welcomed and safe to contribute.

Davide emphasised that onboarding is not a technical step but a relational one.

Clear expectations, shared values, and explicit norms help participants engage without fear of judgment or reputational risk. Several speakers noted that small, intentional practices (e.g., welcome messages, community charters, etc.) often have a decisive impact on engagement.

Simon offered a reminder that most participants will never post actively, and that this is not necessarily a problem.

By supporting a small group of active contributors, collaboration spaces can sustain energy while still creating value for quieter participants.

Shared value and looking ahead

Looking across the discussion threads, people highlighted the importance of shared value, not only among participants, but also between collaboration spaces and the organisations that support them. For engagement to be sustainable, participation needs to be meaningful for individuals and aligned with organisational priorities.

Despite different roles and contexts, participants described similar challenges and lessons. Technologies will continue to evolve, and funding environments will remain uncertain. Yet many fundamentals remain constant:

If you have feedback on the Exchange, or ideas for future Knowledge & Learning Exchanges, we’d be glad to hear from you – drop a comment below or get in touch with us

The session explored how Monitoring, Evaluation, and Learning (MEL) systems can move beyond compliance and reporting to foster shared reflection, adaptation, and collaboration across research programmes. Drawing on examples from CLARE, AQUADAPT, and KIX – three initiatives supported by the International Development Research Centre (IDRC) – we discussed what it takes to design MEL systems that are both practical and learning-oriented.

The presentation highlighted several key considerations that guided the development of MEL systems alongside investment in KM platforms:

• Every programme is unique – systems must fit their specific context. 
• Use outcome-focused and actor-centred approaches – and provide the support needed to make them work.
• Start from MEL users’ needs – including both donors and grantees.
• Facilitate learning loops and collective sense-making, not just data reporting.
• Encourage openness, shared ownership, and responsibility in how data is managed and used.
• Set up integrated, bespoke systems that automate routine processes while staying adaptable to change.

Together, the AQUADAPT, KIX, and CLARE experiences illustrated how tailored, integrated MEL systems can help bridge the gap between research and practice – turning data into dialogue and learning into action.

This 90-minute interactive session will bring together online facilitators, knowledge managers, and practitioners from across international development, humanitarian, and social justice networks to explore how online collaboration can become more effective and engaging.

Under the theme “Collaboration Futures: Strengthening online communities and practices,” this year’s Exchange will draw on experiences and lessons from Dgroups partners and collaborators. Through short conversations, breakout discussions, and shared reflections, we will explore:

• Using AI in knowledge management and sharing – Lessons from the KS Toolkit
  
• Measuring online collaboration and knowledge exchange
  
• Knowledge retention and continuity – why it matters and how to do it
  
• Sustaining, growing and enhancing online engagement

Join us and guest speakers Davide Piga, Rocio Sanz and Simon Hearn.

The session is open to anyone interested in strengthening online communities, facilitating knowledge exchange, or improving collaboration across projects and organisations. It offers a chance to connect with peers, hear practical examples, and take away ideas that can be applied in everyday work.

📅 Date: Thursday 20 November 2025
🕒 Time: 14:00–15:30 CET (13:00–14:30 UTC)
💻 Format: Online (Zoom)
🔗 Register here: Link 

Please feel free to share the invitation with colleagues who might be interested.

We look forward to connecting with you in November!

The presentation, “Bridging Communities and Content: Integrated KM for Climate Research Collaboration”, showcased how the Dgroups Foundation supported CLARE in designing and building a modular knowledge management platform that connects people, content, and learning across more than 30 research projects worldwide.

Instead of purchasing a single off-the-shelf solution, the CLARE programme design team agreed with the Foundation team’s recommendation to “buy smart, build light, and stay adaptable.”

The resulting platform integrates familiar tools – WordPress for web and integration with the DSpace repository, Groups.io for collaboration, and ODK for monitoring and learning – into one connected environment. At the core of the collaboration module is email, still the most inclusive and accessible medium for the Programme’s collaborators.

Following the Principles for Digital Development, the platform was co-designed through consultation with Programme partners and built for flexibility, sustainability, and ease of use. It enables CLARE collaborations to share outputs openly, connect through communities of practice, and link evidence to programme-wide learning.

Key takeaways from this specific experience include:

• User voices matter more than assumptions – designing with people, not for them, ensures relevance and adoption.
  
• Buy smart, build light, stay adaptable – combine proven tools rather than reinventing new ones, keeping systems lean and flexible.
  
• Invest early, save later – time spent on consultation, research, and integration upfront reduces long-term recurring costs.
  
• Email remains the most accessible tool for interaction – it continues to be the simplest, most inclusive way to collaborate across contexts.
  
• Visibility of data encourages contributions – when users see how information is used, they are more motivated to share and update it.
  
• Plan for and provide ongoing facilitation and support – platforms thrive when there are people who nurture engagement and connection.

This collaboration demonstrated how an integrated, fit-for-purpose approach can achieve value for money and technically sound systems that are affordable to maintain, adaptable over time, and supportive of user needs.