Dynamic Alternatives
http://www.dynalt.com/





Date: Sat, 22 Dec 2001 05:45:49 -0800


Mr. Rod Welch
rowelch@attglobal.net
The Welch Company
440 Davis Court #1602
San Francisco, CA 94111 2496
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Subject:   Comments on SDS documents

Rod,

This comes in a lump because that is how I read the documents – in a lump.

I don't intend for you to respond to everything, only those that seem to want further discussion.
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These are miscellaneous notes and comments from the pages about SDS.



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Plato, Aristotle, and the Bottom Line:

A definition of luck: where opportunity meets preparation.
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"key fundamentals are timeless"
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While this is true, there is phenomenon that is too often mistaken for timelessness -- the lesson was never learned nor applied. Gerald Weinberg commented that his book on the Psychology of Computer Programming continued to sell well after 12 years, which was disturbing since it indicated that the problems addressed by the book still existed, and that the existence of the book had little or no impact on them



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High Cost of Medical Mistakes

"Writers of history carefully track the chronology of cause and effect over time"
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Unfortunately, that perception of causation is often both shallow and linear. Compare the standard historical narrative with Edmund Burke's "Connections", and "The Day the Universe Changed"(?), which show how the relationships among apparently unrelated events interact to bring about new events in other fields.
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It is asserted that:

"The problem is not lack of knowledge about how to avoid mistakes."
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Given the dismal record, is there evidence that knowledge of how to avoid mistakes really exists? Do we have instances where the proposed means of avoiding mistakes have in fact been put into use? It seems to me that there are all sorts of efforts, some of them massive, to avoid mistakes and even in those cases, there are failures, often spectacular ones. So I ask, is there really knowledge of a workable means of avoiding mistakes that has in fact been demonstrated?
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"Therefore, improving medical care, and other enterprise, begin with commitment5 to personal improvement by requesting change to help everyone solve a common problem."
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Commitment to improvement of any sort, personal or otherwise, appears to me to be very rare. In my experience, there are a few people who are willing to learn and improve, but most will oppose any and all change no matter how much improvement it might offer, and improvement in the abstract is resisted hardest of all. Any attempt to simplify a task or improve productivity seems to be met with the (unconscious) belief that this is just an attempt to get more work out of people for the same money or to do the work with fewer people, which imperils jobs. The fact the BPR (Business Process Reengineering) was seldom more than an excuse and a means of downsizing tends to lend support to this belief.



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Asilomar Redux


"During Q&A, Mr. Koppelman said the project would have been more successful if he had hired project managers who tell the 'truth'."
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I continue to hear statements from management that are so outrageous that I have to ask myself repeatedly:

  1. Is my perception of reality so flawed that what he is saying could actually be true? I used to think this way, but years of observation have convinced me otherwise.
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  2. Does he know the truth and is lying to us about it for some reason?
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  3. Is he ignorant of the truth or in denial of it and so really believes what he is saying?


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This has become a pattern with pronouncements from upper management, even more so in recent years.
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I have severe doubts that "truth" is a desired commodity in management circles, otherwise there would not be such resistance to attempts to discover it. I feel that this is a major barrier to deployment of any mechanism that can actually reconstruct what happened, or will uncover defects earlier.
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Dialog, Documents, and Human Memory

The reference to "case law" brings up an objection I have to the legal profession’s approach to documentation, which is carried over in many other settings: There is never an update or reference to the original work. The originating documents are never refactored. The result is that the only way to know the current state is to start at the beginning and retrace the entire history. I have seen corporate policy manuals that were handled this way: never issue an update to a policy, just add changes as needed. Often there is no single source of policy information and retracing the history or consulting the oral tradition is the only way to know what the current state is.
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"The legal record of a case is organized by a structure to facilitate access, so that participants can find relations and correlations quickly."
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I accept that the record is organized, but doubt that this supports finding relations and correlations quickly. The ability to organize the record and records pertaining to a case are on of the major uses of outliners such as MaxThink and Ecco in the legal profession. Specialized tools such as CaseMap and its related products (www.casesoft.com) are an attempt to meet the need for a means of organizing the material if not the record of a case.
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Is the PMBOK accessible online anywhere, or is this an PMI members only document?
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Executive Mindset, Solving Obstacle to Leadership

The characterization of the functions of leadership are good. I think that one problem we have is that management functions are poorly understood: a major function of management should be to remove barriers to production, but that does not seem to be understood.
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"Clearly, when people speak there is always an intent to lead the listener toward some understanding that is usually aimed at achieving specific follow up action."
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Terry Winograd terms this "CfA (Communication for Action)" and states, correctly, that it is only one type of communication that is important in the analysis of systems. His work on language / action is interesting. He built a computer program to manage such communications (much as IBIS does for argumentation, but the state diagram is more rigid). I don't know how well that worked and where he stands today. His web site has some interesting papers. He is currently at Stanford, I believe.
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I will save for a fuller discussion my ideas on "Communication is Understanding". Briefly, however:
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A permanent record does not equate directly to understanding although it does reduce drift substantially. While correct follow up action is the ultimate indication of understanding, we need short cycle feedback as well. Correct paraphrasing is one method that has proven successful ("let me see if I understood what you said ..."). There is also a concept called an "Admin (administration) Scale that sets out the hierarchy of priorities from vision down to orders and how they need to align for an organization actually to do what it claims it is doing. There is a whole treatise to be written on this topic. This was sparked by the introduction of "organic structure" as the Admin Scale is a major (essentially unknown) one.
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"'Understanding' is so critical in construction that specialists are used, called "architects," to figure out the right connections, and they inspect the actual work against original objectives set out in a data base, called "plans and specifications," to ensure those connections are correct so that the building will stand up under the loads it will encounter."
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This statement is, unfortunately, utopian. What is the reality? Based on my experience this view of building is not a whole lot more accurate in practice than is "process" in software development -- hardly anything ever gets done the way the theory says that it should.
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I suggest that the term "metrics" has a more precise definition than the on you are using in many contexts. In process and software a "metric" is a countable event, not just a means of gauging progress.
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"Dr. Landauer describes a study showing human mental 'understanding' changes as a function of new information."
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This is a major reason for refactoring and for attaching new insights to original ideas. There is often a fine line between new insight and memory drift.
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"This leads to the third key ingredient in communication: a system of 'follow up' linked to original understandings that ensures desired action is taken, because if needed action is not taken, leadership fails. How is 'follow up' accomplished?"
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The correct pattern, hardly ever used is that the person giving the order or direction receives the follow up with supporting evidence of what was done so that the result of the action can be compared to the intent of the directive.
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"Therefore, technology that improves understanding and follow up, makes it easier to motivate people to accomplish difficult objectives."
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True, but there are often other, more powerful incentives at work in the culture. Witness what happens, for example, when productivity improvements are perceived as a threat by unions, or the behavior on a "cost plus fee" contract. The cultural incentives can totally overwhelm personal incentives, and do so in many if not most cases.
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Disincentive often comes in the form "what you do speaks so loudly that I can't hear a word you say," as when management speaks about quality while ardently resisting even the smallest of changes which might make it possible to improve quality.
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Do this often enough and there is simply no credibility left.
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With regard to disconnection in time making it difficult to perceive the value of capturing the record: humans have a difficult time associating cause with effect the further separated they are in time. The immediate accessibility of the original "cause" helps to reduce the perceived span of time and helps associate cause and effect.
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Typical Day Scenario using the SDS Program

"The record shows that Wendy said people want to do a better job, they want to make more money, they believe that lifting the capacity to think, remember and communicate is the answer, but they need faith to sustain them in taking up SDS because this is really using a new craft: Communication Metrics."
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I really would like to believe any part of this statement, but it runs completely counter to most of my experience. I have witnessed parts of this at some times in some individuals, but the proportion is too small to be called anything other than exceptions.
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POIMS

"This biological drive to transfer momentary common sense by telling others what we believe we 'know,' ..." Look at the book "Virus of the Mind : The New Science of the Meme" by Richard Brodie (Hardcover - September 1995). I got it because it addresses such knowledge transfer, but I haven't read it yet.
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In the section on "Management Details" there is no place for the relationships and connections among the various sorts of details that confront the manager.
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"In the vernacular: the paperwork never catches up with the real work!"
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In a schedule driven organization such as the Space Station Project at Boeing, often the paperwork is not even started until the work is (purportedly) nearly done. What passes for documentation is in a continual state of near disaster, and there is no easy way to determine what is current and what isn't. Determining that a document is complete is essentially impossible, so we rely on human memory and personal archives for much of our validation. Determining cross-document consistency is effectively impossible.
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I am convinced that there are problems of this sort that are inherent in the way in which we structure hierarchical organization. This is one of my current areas of research.
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"Implementation of POIMS technology starts as a personal schedule, ..."
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One of the problems I have with all task management systems is that planning and tracking are not separate. I want to be able to do a fairly complete breakdown of a plan into tasks. These tasks have interdependencies that mean that some things cannot be done until their predecessors are complete. Some plans are only plans, they are not active until I decide to start on them.
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I want a task management system that will show me only things that are of interest -- if it can't be done because required predecessors are not completed, I don't want to hear about it. If the project is not active or is not in the area of my current focus, I don't want to be bothered with any of it. No system I have ever seen will do this, and I have been threatening to build one for too long.
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"As problems mount, crisis management results in endless cycles of correcting mistakes, called rework, ..."
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Fear limits focus, making it harder to maintain perspective and an insight into the "bigger picture". There is also the phenomenon of trying to take shortcuts under time pressure, and to do what is easy -- to "look under the streetlight" because there is light there rather than looking in the dark alley where you lost the keys for which you are looking.
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"The problem with keeping a list of "things-to-do" is that the dynamics of daily management result in there not being enough time to maintain a useful list."
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Having attempted this several times, there are a number of problems that contribute to this:


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  1. Varying size of the "task" -- "get milk" and "solve the problem rld peace" are both tasks.
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  2. With no means to control visibility, everything is in front of you all at once. Too many systems won't allow you to start seeing a task at some point in the future -- if it is on the list it is on the list. This visibility includes my earlier comments on predecessors and current focus.
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  3. Systems which are strictly date or time based lack needed flexibility. I have some things to do that can be done any time in the next week or the next month, not on a specific date.
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  4. Granularity. I want to be able to handle appointments (date and time), birthdays (a day), secretary's week, the year of the rat, the decade of decision, etc. easily and naturally
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  5. Not everything is a commitment. Some entries are for information only, so the fact that they overlap with a commitment shouldn't cause a scheduling conflict.


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"Managers must likewise 'debug' their work product before disaster strikes by constantly asking... "
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Perhaps access to specialized tools (CPM, state charts, decision tables, Analytic Hierarchy Process) for some of this would help.

Thanks,

Sincerely,

Dynamic Alternatives



Garold L. Johnson
dynalt@dynalt.com
http://www.dynalt.com/