CONTACTS 
0201 - SRI International                                                                                                                                                  O-00000103 0701
020101 - Mr. Pat Lincoln; Director
020103 - Computer Science Laboratory                                                                                                                                      O-00000103 0701
0202 - Intel Corporation                                                                                                                                                  O-00000704 0201
020201 - Mr. Morris E. Jones; Business Unit Manager
020203 - Cable Network Operation                                                                                                                                          O-00000704 0201

SUBJECTS
Meeting SDS Improve SRI Management Learn KM, Curt Carlson, Pat Lincoln
SDS Schedule Demonstration Letter to Curt Carlson Follow Up Meeting o
Too Many People Having Too Many Problems Competence Needs SDS to Impr
SRI Pilot Test SDS Meeting Planned for 010522 at SRI
Meeting 010522 Deferred Curt has Emergency Board Meeting
Lincoln, Pat to Discuss with Curt Carlson Using SDS at SRI
SDS Plans to Talk to Curt Carlson about Using SDS at SRI
Accountability Fear Reduces Demand for Knowledge Management Organizat
Organizational Memory SDS Demand Reduced by Fear Accountability
Partners Welch SRI Marketing Ideas to Use SDS Record
Strategic Partners Welch SRI
Fear Accountability Reduces Wiggle Room Deniability

2114 -
2114 -    ..
2115 - Summary/Objective
2116 -   ..
211601 - Follow up ref SDS 44 0000, ref SDS 41 0000,
211602 -
211603 -
211604 -
211605 -
211606 -
2117 -
2119 - ëE77I
2120 - Progress
212101 -  ..
212102 - Pat Will Talk to Curt about SDS
212103 -
212104 - Received ref DRT 1 0001 from Pat acknowledging phone message yesterday
212105 - that meeting with Curt scheduled for this morning was delayed.
212106 - ref SDS 46 0001
212107 -
212108 - Pat plans to speak with Curt about SDS.
212110 -  ..
212111 - He plans to be at the event for Doug this evening, so may see him
212112 - there.
212113 -
212114 -     [...below, visited with Pat about his discussion with Curt.
212115 -     ref SDS 0 017G
212117 -  ..
212118 - Sent email reply linked to discussion with Jo on difficulties being
212119 - encountered that cause delays and reduce productivity, and conflict
212120 - with recent report that Microsoft is trying to improve productivity.
212121 - ref SDS 46 954N  Noted similarity of problems SRI is experiencing with
212122 - problems that CEOs everywhere have, as reported by Forges in an
212123 - article on 990625. ref SDS 21 0460
212124 -
212125 -
212126 -
212128 -  ..
2122 -
2123 -
2124 - 1033
2125 -
212501 - Called Morris.
212502 -
212503 - He cannot attend the event for Ted Nelson this evening, because his
212504 - graduate students are taking finals tonight.
212505 -
212506 -
212507 -
2126 -
2128 - ëE75W
2129 - 1041
2130 -
213001 - Called Bill DeHart at PG&E
213002 -
213003 - We set a meeting for.....
213004 -
213006 -                           ..
213007 -                          010529 1100
213008 -
213009 -
213010 - ...for Bill to come by and see SDS demo on improvements, since he saw
213011 - SDS on 971210. ref SDS 13 0001
213012 -
213013 -      [On 010529 met with Bill. ref SDS 47 0001
213014 -
213015 -
213016 -
213018 -  ..
2131 -
2132 -
2133 - 1228
2134 -
213401 - SDS Solves Meaning Drift Improves Productivity, Earnings, Stocks
213402 -
213403 - Received ref DRT 2 0001 from Pat responding to the email this
213404 - morning indicating I will try to attend the event tonight for Ted
213405 - Nelson.
213407 -  ..
213408 - Pat comments on emergency board meetings occurring with greater
213409 - frequency these days due to a downturn in the economy.  He recognizes
213410 - that things can easily get out of control, because without accurate,
213411 - timely communciation meaning drifts, ref DRT 2 KV7L, causing endless
213412 - mistakes, crisis and calamity.
213414 -      ..
213415 -     This is a big step recognizing that meaning drift, set out in
213416 -     POIMS, ref OF 2 TJ6I, causes mistakes and costs to escalate in
213417 -     medical practice,  reviewed on 990924, ref DIP 5 0001, and in the
213418 -     space program, reported on 991001, ref SDS 23 0001, and, in fact,
213419 -     causes problems in every sector, reported on 001207. ref SDS 30
213420 -     V54M
213421 -
213422 -          [On 020711 Pat discussed SDS and Com Metrics with his boss,
213423 -          Bill Mark, a VP. ref SDS 54 PO4J
213425 -      ..
213426 -     However, there is more to Communication Metrics, and to Knowledge
213427 -     Management, properly understood, see POIMS, ref OF 2 K84L, than
213428 -     putting things in "writing."  That objective can be accomplished
213429 -     by turning on a tape recorder and hiring a secretary to transcribe
213430 -     everything.  Writings alone are not effective for getting things
213431 -     done.
213433 -      ..
213434 -     The Communication Manager uses SDS to capture organizational
213435 -     memory that bears on objectives, requirements and commitments, and
213436 -     develops intelligence that moves the team forward getting things
213437 -     done, as discussed with Pat on 010517. ref SDS 45 UN4L
213438 -
213439 -
213440 -
213441 -
2135 -

SUBJECTS
Cost Savings ROI 10:1 Intelligence Saves Time and Money
Good Management SDS Pays for Itself Like Advertising
Leadership Image Threatened by Com Manager Speaking to Add Intelligen
Paradigm Shift of Millennium Communication Biggest Risk in Enterprise
Communication Biggest Risk Enterprise Too Many Problems Stock Market
Listening Analysis Understanding Follow Up Make Communication Getting
Information Overload New Reality Requires Operating System People Org
Scribe Com Manager Deliberates Organizational Memory Different Tasks
Flexibility Avoid Accountability Being Pinned Down Wriggle Room
Pinned Down Wiggle Room People Hate Accountability but Love Listening
Configentiality Accountability Fear Reduces Demand for Knowledge Man

8313 -
831401 -  ..
831402 - KM Dilemma -- Better Earnings Overwhelmed by Fear of Accountability
831403 - Fear of Accountability Reduces Demand for Organizational Memory
831404 -
831405 - Pat says research at SRI shows that in some cases a written record can
831406 - be used against an executive or organization in ways verbal
831407 - communications cannot.  He asks how SDS helps decisions on taking
831408 - action with accurate communications, cited above, ref SDS 0 785R, but
831409 - which might later be cause for legal action (no matter which way the
831410 - decision goes) where the decision making process is put under an
831411 - unfriendly microscope? ref DRT 2 W58F
831412 -
831413 -     Pat is asking about confidentiality and accountability, discussed
831414 -     during the meeting on 010517. ref SDS 45 WP8G
831415 -
831416 -          [...below, Pat cites reluctance to support organizational
831417 -          memory. ref SDS 0 E688
831419 -           ..
831420 -          [On 020711 Pat discussed SDS and Com Metrics with his boss,
831421 -          Bill Mark, a VP. ref SDS 54 PO4J
831423 -           ..
831424 -          [On 021129 reluctance to share information. ref SDS 55 EO6G
831426 -           ..
831427 -          [On 021228 example SDS saves time and money; request to keep
831428 -          up good work. ref SDS 56 0001
831430 -           ..
831431 -          [On 040315 Jack Park discusses dangers of clear, concise,
831432 -          complete, timely and accurate communication. ref SDS 58 NK8L
831434 -           ..
831435 -          [On 040505 at Paris peace conference in 1919 world leaders
831436 -          began holding meetings hoping to avoid keeping records, but
831437 -          found the top people in the world could not remember enough
831438 -          to perform daily work; eventually leadership yielded to an
831439 -          even stronger fear of accountable for failing to get anything
831440 -          done, and so a record of organizational memory was prepared
831441 -          and this change in management practice yielded results that
831442 -          expedited progress. ref SDS 59 MQ49
831443 -
831444 -
831446 -      ..
831447 -     Background Shows Long History of Worry About Accountability
831448 -
831449 -     SDS was designed in 1983 so that worry about accountability would
831450 -     not weaken management, reported on 000723. ref SDS 27 0008
831452 -      ..
831453 -     Worry about paying damages for mistakes discovered by others is
831454 -     balanced by worry about failing to discover mistakes in time to
831455 -     avoid damages, and by failure to discover opportunities in time to
831456 -     benefit everyone.  These deep binary tensions reflect common
831457 -     issues that divide internal and external management, reviewed on
831458 -     890809. ref SDS 2 8492  People demand powerful controls to pin
831459 -     down the contractor for accountability; yet, avoid the same
831460 -     controls for themselves, even though legal traditions strongly
831461 -     favor balancing duties and rights, with the result that net
831462 -     benefits accrue from everyone using good management to avoid
831463 -     mistakes and increase creativity.
831465 -      ..
831466 -     Justice Stanley Mosk on the California Supreme Court discussed
831467 -     discovery and SDS, on 911130. ref SDS 3 0001
831469 -      ..
831470 -     More recently, fear of accountabiliy was reveiwed on 980405,
831471 -     ref SDS 17 5065, in relation to the fact that the essence of good
831472 -     management is accountability, shown by research on 970829.
831473 -     ref SDS 9 6666  Double entry bookkeeping is a process of accurate
831474 -     accountability that sustains the binary structure of existence,
831475 -     and so cannot be avoided.
831477 -      ..
831478 -     On 991021 fear of accountability caused industry-wide reaction in
831479 -     policies to destroy, rather than invest, intellectual capital.
831480 -     Destroying the record causes problems to cascade when people
831481 -     cannot find anything.  Loss of knowledge increases mistakes and
831482 -     decreases creativity, ref SDS 24 2695, shown by a report on 001207
831483 -     that too many people having too many problems reduces
831484 -     productivity, earnings and stock prices. ref SDS 30 V54M
831485 -
831486 -         [On 010916 Eric Armstrong reported that nobody can find
831487 -         anything. ref SDS 51 KA6H
831489 -          ..
831490 -         [On 011003 Eric Armstrong reported that inability to find
831491 -         information paralyzes productivity. ref SDS 53 EC5N
831493 -      ..
831494 -     Secrecy, confidentiality and privacy are reviewed in POIMS,
831495 -     ref OF 2 V8P1, and reflect the KM dilemma embodied by the legend
831496 -     of Prometheus reviewed on 991108. ref SDS 25 5368
831497 -
831499 -      ..
831500 -     Strategies for Organizational Memory Aid Accountability and Credit
831501 -
831502 -     Accountability for failed performance cannot be avoided, as seen
831503 -     by the record on 001207. ref SDS 30 V54M  Therefore, efforts
831504 -     should be directed at improving performance within the meaning of
831505 -     Doug's ABC theory of strengthening competence for handling complex
831506 -     problems. Communication Metrics does this with SDS based on POIMS
831507 -     technology.
831508 -
831509 -         [On 010911 failed intelligence caused national security
831510 -         disaster. ref SDS 50 0001
831512 -      ..
831513 -     Communication Manager role helps management to work intelligently.
831514 -     Some organizations are recognizing communication is the biggest
831515 -     risk in enterprise, and so are carving out a new role to aid the
831516 -     CEO, called a Chief Operating Officer (COO), as reported by Forbes
831517 -     on 990625. ref SDS 21 8183
831519 -      ..
831520 -     Part of this role is to craft a useful record that, also, protects
831521 -     the client.
831523 -      ..
831524 -     This is the best insurance to avoid accountability for problems,
831525 -     and get credit for improving performance, particularly at the
831526 -     executive level.  A record is produced that shows Curt and his
831527 -     team did everything right, and they will be positioned to make the
831528 -     right moves by virtue of having timely, effective intelligence. If
831529 -     a failure occurs, the record will show others failed to perform.
831530 -
831532 -  ..
831533 - Ignorance, Fear, Denial Risk Management Strategy to Avoid Knowledge
831534 -
831535 - Pat feels this may be true, but people believe that accountability for
831536 - mistakes can be avoided, and people who do not have experience with
831537 - SDS do not believe anyone can prepare effective intelligence to avoid
831538 - mistakes that does not create increased exposure for mistakes that
831539 - occur despite everyone's best efforts.  People believe instead that
831540 - creating a record of any kind increases the chances of accountability,
831541 - and they don't know that intelligence increases ability to avoid
831542 - problems proactively.
831544 -      ..
831545 -     This aligns with worries on 890809. ref SDS 2 0880
831547 -      ..
831548 -     Counsel at trial in 1980 made the same point Pat describes today.
831549 -     ref SDS 27 WLGH
831551 -      ..
831552 -     The alternative to SDS is to avoid a record, and in that case,
831553 -     allow others to control the fate of SRI and its executive team by
831554 -     making any claim, and backing it up with a highly selective record
831555 -     chosen by the enemy.   SDS supports command and control of the
831556 -     record, explained in POIMS. ref OF 2 1113
831558 -      ..
831559 -     The SDS record belongs to and is controlled by the client.  Before
831560 -     anything is published generally, the customer makes review and can
831561 -     suppress sensitive information.
831562 -
831563 -
831564 -
8316 -

SUBJECTS
Partners Welch SRI Marketing Ideas to Use SDS Record
Marketing Alliance Partnership Strategic Market SDS and Grow Technolo

8504 -
850501 -  ..
850502 - Knowledge Management Applied at Big Organizations, HP, GE
850503 -
850504 - Pat has been thinking recently, and suggests going after larger
850505 - organizations, like government agencies and places like HP and GE. He
850506 - asks if we have tried to introduce SDS into those kinds of
850507 - environments?
850509 -  ..
850510 - How have you fared?
850511 -
850512 -      SDS has been used at big organizations like.....
850513 -
850514 -           State of Montana, DNRC
850515 -
850516 -           PG&E
850518 -            ..
850519 -           USACE
850521 -       ..
850522 -      The record of use at these organizations shows Pat's feeling is
850523 -      correct, that SDS is helpful in settings where a lot of
850524 -      communication occurs, that increases the risk of meaning drift,
850525 -      with consequent loss and conflict.
850527 -       ..
850528 -      SDS has been pitched at....
850529 -
850530 -           IBM
850531 -
850532 -               On 941114 IBM planned to do an SDS project to implement
850533 -               POIMS and Com Metrics. ref SDS 5 5380  IBM purchased LN
850534 -               for $4B hoping it could do Knowledge Management, like
850535 -               SDS, reported on 950607, ref SDS 7 6006, but determined
850536 -               on 001130 that LN cannot do this. ref SDS 29 F26K
850537 -
850539 -            ..
850540 -           State of California, Caltrans
850541 -
850542 -               Government has precise objectives and requirements that
850543 -               SDS supports, reported on 970926, ref SDS 11 PS4H, in
850544 -               order to manage highly complex transportation
850545 -               improvements, including new span of Oakland Bay bridge,
850546 -               but managers afraid of accountability. reported 970926.
850547 -               ref SDS 12 3594
850549 -            ..
850550 -           Intel
850551 -
850552 -               On 970603 Intel explained requirements for improving
850553 -               daily management, which SDS supports. ref SDS 8 5803
850555 -  ..
850556 - The common challenge where SDS has been deployed and promoted is fear
850557 - of accountability, which Pat raises today. ref SDS 0 785R
850559 -  ..
850560 - SDS and POIMS strive to deploy ideas many people share about using
850561 - technology for augmenting intelligence and improving collaboration.
850562 - For example Lee Iverson has recently requested feedback on a paper
850563 - about improving collaboration.  In our meeting on 010517 Pat indicated
850564 - SRI, and many of its clients, would like scalable knowledge to improve
850565 - productivity on solving problems.  As demonstrated, SDS accomplishes
850566 - these requirements, or at the very least is a major step that enables
850567 - people to accomplish a large part of these goals, faster, better and
850568 - cheaper than anyone can else. ref SDS 45 4Q5I
850570 -  ..
850571 - The challege is not whether other folks are interested in Rod's ideas,
850572 - but whether better management can be deployed in a manner that the
850573 - people working on big problems will accept, relative to fear of
850574 - accountability, discussed above. ref SDS 0 PV6G
850575 -
850576 -     [...below, considered this again. ref SDS 0 017G
850578 -  ..
850579 - We are visiting with SRI because SRI does research.  We need research
850580 - to develop modalities for deploying Knowledge Management that overcome
850581 - strong social pressures, cited at Intel on 990527, ref SDS 20 1233,
850582 - and which Pat cites above, ref SDS 0 PV6G, that prevent improving
850583 - management, which is essential to solve big problems, like energy and
850584 - the environment.
850586 -  ..
850587 - If we are stopped from capturing organizational memory, then there is
850588 - no hope to improve the ability to solve complex problems, because, as
850589 - Doug points out the challenge is to increase competence to handle
850590 - expanding complexity.  This requires strengthening understanding and
850591 - follow up, i.e., listening. see discussion on 890809. ref SDS 2 CJ9J
850592 -
850593 -
850595 -  ..
8506 -
8507 -
8508 - 1515
8509 -
850901 - Sent Pat an email with a link to this record, showing
850902 - preliminary analysis of his feedback on discussion with Curt, and on
850903 - the confidentiality issue.
850904 -
850905 -
850907 -  ..
8510 -
8511 -
8512 - 1943
8513 -
851301 - Visited with Pat at Doug's event honoring Ted Nelson.....
851302 -
851307 -
851308 -
851309 -
851310 -
8514 -

SUBJECTS
Research Study Experiment New Methods Reduce Costs Improve Earnings C
Fear Accountability Organizational Memory Disrupts Trust Working Rela
Budget Overkill No Time No Budget Front-end Investment to Save Time C
Who Pays Experiment New Methods
Accountability Fear Reduces Demand for Knowledge Management Organizat
SRI Use SDS Improve Management Pilot Test
Fear Accountability Reduces Demand for Knowledge Management Organizat
Fear Accountability Organizational Memory Resist Get Mad Angry Com Ma
Employees Learn to Accepts Com Manager Role Depend on Getting Common

AO11 -
AO1201 -  ..
AO1202 - Pat spoke to Curt about SDS, per above. ref SDS 0 5K5I
AO1204 -  ..
AO1205 - Curt feels SRI cannot afford to pilot test SDS for saving time and
AO1206 - money, and indicated that the executive team is not ready to begin
AO1207 - adding "intelligence" to daily management, called out in POIMS.
AO1208 - ref OF 2 1104  Curt is worried that using SDS to build shared meaning
AO1209 - at SRI for reducing mistakes to improve earnings, as explained in NWO,
AO1210 - ref OF 12 4077, would cause the entire executive team to revolt, for
AO1211 - the reasons Pat set out earlier this morning, per above. ref SDS 0
AO1212 - PV6G  The light of knowledge is feared more than the darkenss of
AO1213 - ignorance, echoing Andy Grove's concern that top executives "just
AO1214 - don't get it," reported on 980307. ref SDS 16 1657  While Grove urges
AO1215 - pilot testing to break out of the innovation loop that prevents
AO1216 - improvement, this takes leadership with a broader vision, ref SDS 15
AO1217 - 3416, explained in NWO. ref OF 11 02CV
AO1218 -
AO1219 -     So, we have the cultural problem discussed above, ref SDS 0 NC6H,
AO1220 -     that flows from fear of accountability, also, above, ref SDS 0
AO1221 -     PV6G, and discussed previously on 010517. ref SDS 45 WP8G
AO1222 -
AO1223 -         [On 010920 Pat spoke to Curt again on this matter. ref SDS 52
AO1224 -         0001
AO1226 -          ..
AO1227 -         [On 020711 Pat discussed SDS and Com Metrics with his boss,
AO1228 -         Bill Mark, a VP. ref SDS 54 PO4J
AO1230 -          ..
AO1231 -         [On 030527 Pat related that Curt's worry was based on an
AO1232 -         incorrect understanding that SDS records are produced on the
AO1233 -         Internet and so inherently present a risk to confidentiality.
AO1234 -         ref SDS 57 ZU3G
AO1236 -          ..
AO1237 -         [On 040505 Paris peace conference in 1919 heads of state began
AO1238 -         holding meetings hoping to avoid keeping records, but found
AO1239 -         the top people in the world could not remember enough to
AO1240 -         perform daily work; eventually leadership yielded to an even
AO1241 -         stronger fear of accountable for failing to get anything done,
AO1242 -         and so a record of organizational memory was prepared and this
AO1243 -         change in management practice yielded results that expedited
AO1244 -         progress. ref SDS 59 MQ49
AO1246 -      ..
AO1247 -     On 001220 Curt seemed to recognize the benefit of improving
AO1248 -     management. ref SDS 31 B8RW  Similarly, DARPA issues an RFP for KM
AO1249 -     support, reported on 010425, ref SDS 42 UV6H, but when given the
AO1250 -     opportunity to deploy, there is concern about accountability,
AO1251 -     reported at Intel on 990527. ref SDS 20 1233
AO1253 -      ..
AO1254 -     We discussed today that, rather than introduce SDS at the
AO1255 -     executive level at SRI, a project or department might be
AO1256 -     identified at SRI that needs support.
AO1258 -      ..
AO1259 -     Pat said everything at SRI needs management support provided by
AO1260 -     SDS, reflecting the letter on 010111. ref SDS 32 OE8H, and Jo's
AO1261 -     analysis on 010521. ref SDS 46 954N  The record on 950327 shows
AO1262 -     that the need for better management is widespread in the economy.
AO1263 -     ref SDS 6 0200  SRI is one of the better managed organizations;
AO1264 -     however, people everywhere are having too many problems, causing
AO1265 -     earnings and stock prices to fall, reported on 001207. ref SDS 30
AO1266 -     V54M
AO1267 -
AO1269 -      ..
AO1270 -     SRI Marketing Supported by SDS
AO1271 -
AO1272 -     SRI's marketing to sell research and planning services to improve
AO1273 -     management for clients, can be aided by using Pat's experience
AO1274 -     with SDS to demonstrate SRI can perform, where competitors can
AO1275 -     only promise.  The ability to perform, and to show work product
AO1276 -     that demonstrates daily use of KM, is a significant competitive
AO1277 -     advantage, under analysis of Pat's letter on 010426 setting out
AO1278 -     resistance to KM at DARPA. ref SDS 43 657O
AO1279 -     ..
AO1280 -     Pat feels that, if SRI promotes KM to clients, the first
AO1281 -     thing the clients will ask is how SDS is being used at SRI to save
AO1282 -     time and money?
AO1284 -      ..
AO1285 -     Partnering between Welch and SRI leverages mutual assets, where
AO1286 -     Welch brings SDS and a record of performance showing application
AO1287 -     on the SRI project to develop OHS/DKR.  SRI provides customer
AO1288 -     contacts, and deployment support to customize a solution, with
AO1289 -     follow on research to validate results through publication
AO1290 -     channels.
AO1291 -
AO1292 -        [On 010605 discussed with Pat again at SRI. ref SDS 48 0001
AO1294 -         ..
AO1295 -        [On 010608 submitted specific proposal. ref SDS 49 0001
AO1296 -     ..
AO1297 -     Pat indicated this arrangement can be pursued without
AO1298 -     further involvement of Curt.
AO1300 -      ..
AO1301 -     We decided to proceed with meeting Curt in order to avoid prior
AO1302 -     problems where the team gets too far ahead of leadership.  Right
AO1303 -     now, Pat is roughly in the same position with Tom Keesling was at
AO1304 -     USACE, Bill DeHart at PG&E, and Wayne Wetzel at DNRC.  Pat has
AO1305 -     seen directly that adding what initially sounds and looks like
AO1306 -     more "paperwork" of SDS, improves the work by getting things done
AO1307 -     faster, cheaper and better.  He has faith based on his direct
AO1308 -     experience that SDS will save time and money by improving
AO1309 -     collaboration at SRI.  Curt has not directly seen this.  He only
AO1310 -     has rosy reports from Pat at the front lines.  Curt knows that the
AO1311 -     paperwork he gets seems to waste time, and so no amount of
AO1312 -     favorable reporting can overcome visceral fear about delay and
AO1313 -     accountability.  Therefore, is there is not initial buy-in at the
AO1314 -     top that approves of any initiative Pat might wish to pursue vis a
AO1315 -     vis SDS, we will run the same risk that occurred at prior
AO1316 -     applications of SDS.  The people directly involved discover how to
AO1317 -     save time and money, but the guy at the top says no, because he
AO1318 -     doesn't get it.
AO1319 -
AO1320 -
AO1321 -
AO1322 -
AO1323 -
AO1324 -
AO1325 -
AO1326 -
AO1327 -
AO1328 -
AO1329 -
AO1330 -
AO1331 -
AO1332 -
AO1333 -
AO1334 -
AO1335 -
AO1336 -
AO1337 -
AO1338 -
AO1339 -
AO14 -