CONTACTS 
0201 - CogNexus Institute
020101 - Dr. Jeff Conklin

SUBJECTS
Bright Stars Frustrated Cannot Focus Talent Interest to Advance KM
Conference Can Focus Talents to Advance KM
Conference on New Way of Working Facilitating Meetings Art or Technol
Facilitate Meetings Com Manager Comes Prepared
Conference Proposed to Focus Bright Stars, Proposed by Jeff Conklin
Workshop on New Work Role Facilitating Meetings with HTML, Jeff Conkl
Facilitator Improves Meetings Without Speaking Com Manager Prepares P

3109 -
3109 -    ..
3110 - Summary/Objective
3111 -
311101 - Follow up ref SDS C4 3M8I.
311102 -
311103 - Received ref DRT 1 0001 from Jeff submitting a notice to Doug's group
311104 - on the OHS/DKR project about a professional conference on 020611-12 at
311105 - the University of Maryland, in conjunction with two prominent
311106 - colleagues, reviewed below. ref SDS 0 H96J
311108 -  ..
311109 - Earlier, on 010926 Jeff proposed a professional conference to focus
311110 - "bright stars" on advancing KM. ref SDS C3 3M8I
311112 -  ..
311113 - A letter on 011031 supported Jeff's call for a conference, ref SDS C7
311114 - J34K, and proposed a scope....
311115 -
311116 -      [On 020703 letter to Jeff asks for results of conference.
311117 -      ref SDS D8 0001
311118 -
311120 -  ..
311121 -
311122 -          Preparing for Peace and Prosperity in War and Recession
311123 -
311124 -              New way of working for a new world order
311125 -
311126 -                  Adding Intelligence to Management
311127 -
311128 -
311129 - ....based on planning in the record that reviewed Jeff's proposal on
311130 - 000926, and noted that a Conference would only be useful if we avoid
311131 - the tech folks, ref SDS C3 T17H, in favor of people like Andy Grove to
311132 - come explain importance of organizational memory based on his book
311133 - calling for taking copious notes to avoid ambiguity of mental maps,
311134 - reviewed on 980207. ref SDS 40 4485
311136 -  ..
311137 - On 011105 Jeff proposed that a professional conference on adding
311138 - intelligence to management to improve the economy and national
311139 - security should wait until the economy improves. ref SDS C8 0001
311141 -  ..
311142 - On 011106 encouraged Jeff to proceed with a conference, because if we
311143 - wait until the economy improves, few people will feel improvement is
311144 - needed. ref SDS C9 5V3O
311146 -  ..
311147 - Jeff's letter today calls the workshop....
311148 -
311149 -
311150 -         Facilitating Hypertext-Augmented Collaborative Modeling
311151 -
311152 -
311153 - .... ref DRT 1 0001
311154 -
311155 - A "workshop" is a step toward education that builds a culture of
311156 - knowledge essential to prepare the market for a new way of working, a
311157 - new work role enabled by new technology needed to meet the challenge
311158 - of a new world order, as discussed with Doug Engelbart on 011210,
311159 - ref SDS D0 PL6O, and subsequent meeting with Terry Winograd at
311160 - Stanford on 011219. ref SDS D1 VD4M and ref SDS D1 3K3M
311162 -  ..
311163 - Need to improve meetings is shown by report on 960205 that people
311164 - waste 70% of the day in unproductive meetings. ref SDS 27 5222  The
311165 - magnitude of this problem reflects Jeff's analysis of organizational
311166 - memory, reported in the record on 010420. ref SDS A8 IE4M  Since then
311167 - the explosion of email, cell phones, and other IT "solutions" that
311168 - compound information overload and meaning drift has further collapsed
311169 - productivity, as warned by Drucker, reviewed on 931130, ref SDS 16
311170 - WO9M, and shown by the record on 011003. ref SDS C5 EC5N  Enron's
311171 - collapse into bankruptcy because board meetings failed is only the
311172 - lastest example of why Jeff's conference is timely and essential, as
311173 - reported on 020204. ref SDS D4 KM4F
311175 -       ..
311176 -      [On 010310 submitted letter to Jeff supporting his call for a
311177 -      conference. ref SDS D6 0001
311179 -       ..
311180 -      [On 010316 ask about efforts to strengthen literacy that improves
311181 -      learning. ref SDS D7 6J4G
311183 -  ..
311184 - HACM is described as....
311185 -
311186 -      1.  a facilitator, ref DRT 1 PH7J,
311188 -           ..
311189 -      2.  hypertext software projected on a shared display screen, and
311190 -
311191 -             Need examples of software that Jeff has in mind for this,
311192 -             beyond a browser like IE, Netscape, etc.
311194 -           ..
311195 -      3.  one or more conceptual/modeling frameworks.
311196 -
311197 -             The SDS enables a unique "plan, perform, report" design
311198 -             explained in POIMS ref OF 1 6649, that implements a
311199 -             conceptual model for the architecture of human thought,
311200 -             ref OF 1 0367, which Jeff noted on 010926 conflicts with
311201 -             other sources he has encountered. ref SDS C3 004L
311202 -
311203 - ...where...
311205 -       ..
311206 -      The facilitator operates the software and works with the group to
311207 -      craft semi-formal models of the group's subject matter and
311208 -      discussion about it. The workshop will explore the practice of
311209 -      this art form, focusing on the core skills and distinctions
311210 -      required for such sessions to be successful. ref DRT 1 PH7J
311212 -  ..
311213 - Someone that operates technology to help others fits the model of a
311214 - Com Manager that operates SDS, like a pilot flies an airplane, as
311215 - explained in NWO. ref OF 4 6369
311217 -  ..
311218 - Need example to show what "semi-formal model of subject matter" means?
311220 -  ..
311221 - A facilitator for sessions seems like a good fit for the Technography
311222 - company who using experts to facilitate productivity of meetings,
311223 - reported on 000120. ref SDS 54 2300
311225 -  ..
311226 - "Subject matter" could relate to creating and maintaining organic
311227 - structures for subjects to improve human memory and expand span of
311228 - attention, as related on 890523. ref SDS 4 SQ5L
311230 -  ..
311231 - The notion of "art" may reflect the role of Communication Manager, or
311232 - "Analyst" that adds intelligence for converting information into
311233 - knowledge, which aligns with....
311234 -
311235 -    Art of management aided by technology......... POIMS, ref OF 1 6221
311236 -    Good management combines art and technology... POIMS, ref OF 1 8536
311237 -    Integrated tasks improve productivity through
311238 -    synergy from harmony of complementary action.. POIMS, ref OF 1 8559
311240 -  ..
311241 - Limiting this role to "facilitating sessions" limits effectiveness
311242 - because a critical mass of tasks must be integrated in order to
311243 - improve productivity, earnings and stock prices. see  POIMS,
311244 - ref OF 1 2688
311246 -  ..
311247 - Facilitator is one of the intellectual bridges from existing methods
311248 - to the new role of intelligence support, ref SDS B6 378F, enabled by
311249 - SDS that was discussed with Stuart Harrow at DCMA in the record on
311250 - 010730. ref SDS B6 LC5O
311252 -  ..
311253 - The call for papers invites 3 to 5 page position papers from people
311254 - who...
311255 -
311256 -     1. You are a practitioner: you've actually done some version of
311257 -        HACM with groups;, ref DRT 1 GP8J;
311258 -
311259 -          Would be helpful to see some work product to assess the
311260 -          scope, evolution and impact of the application of "HACM."
311262 -           ..
311263 -          Where has this been done, and with what results?
311265 -         ..
311266 -     2. Hypertext was really involved (not just lists or tables or
311267 -        pentagons);, ref DRT 1 UP9F;
311268 -
311269 -          Hypertext per se is not essential, so long as a case can be
311270 -          made for adding value to work product demonstrated in step 1.
311272 -           ..
311273 -          The critical ingredient is a connected web of "intelligence"
311274 -          that adds value to organizational memory, and improves upon
311275 -          traditional information management.
311277 -         ..
311278 -     3. The sessions were about analysis, design, planning, or problem
311279 -        solving; (presentation, narrative, and brainstorming/
311280 -        categorizing being important but less interactive, and therefor
311281 -        less demanding, types of meetings). ref DRT 1 NP9I
311282 -
311283 -          Why is the focus on using technology to strengthen sessions,
311284 -          which roughly translates to meetings of one kind or another,
311285 -          rather than using technology to develop organizational memory
311286 -          in the ordinary course of all daily work that augments
311287 -          "intelligence" essential for improving productivity of
311288 -          meetings, and everything else?
311290 -           ..
311291 -          Suppose for example Technography or somebody facilitates a
311292 -          meeting using hypertext, as seems to be the aim of the
311293 -          conference.  The critical factor is how what transpires in
311294 -          the meeting enables people to carry out the actual work by
311295 -          taking complementary actions, as related in NWO. ref OF 4
311296 -          4077  Effective facilitating is communication that builds,
311297 -          maintains and refines understanding, using "triangulation"
311298 -          explained by Wayne on 010725, ref SDS B5 PO6N, because only
311299 -          consistent undertanding aligned with original sources enables
311300 -          timely, accurate, complementary follow up action hours, days,
311301 -          weeks, months and years later, as related in the record on
311302 -          890809. ref SDS 5 CJ9J
311304 -           ..
311305 -          Effective facilitating does not occur in "sessions" that
311306 -          makes people feel good in the moment with entertaining talk
311307 -          and pictures that is then commingled with entertainment from
311308 -          the next meeting, call, email and the next and the next that
311309 -          simply spread guess and gossip under the "telephone game"
311310 -          scenario that breed meaning drift, error, conflict, crisis
311311 -          and calamity, per POIMS. ref OF 1 3943
311313 -           ..
311314 -          A letter on 990225 from a program manager with DOD related
311315 -          that facilitating meetings can be aided by SDS that develops
311316 -          useful intelligence before and after meeting sessions, as
311317 -          further related on 020217. ref SDS D5 1332
311319 -  ..
311320 - The workshop will use the position papers as background to discuss
311321 -
311322 -     What is the format for this discussion?  Will the workshop be
311323 -     limited to the 4 or 5 folks who submit interesting position
311324 -     papers, or will there be an audience of managers and executives
311325 -     who can observe and query the panel on how HACM will improve
311326 -     productivity, earnings and stock prices?
311328 -      ..
311329 -     What will be the deliverable or work product of the conference?
311330 -     ..
311331 -     What follow up is planned?  What will be the disposition of
311332 -     the work product of the workshop?
311333 -
311334 - ....such issues as:
311336 -         ..
311337 -    1.  What is behind the criticism....
311338 -
311339 -                             "it's too hard"?
311340 -
311341 -        a. First, what is the "it"?
311342 -
311343 -           Is the criticism that facilitating a meeting is hard; or,
311344 -           that adding intelligence to information is too hard using
311345 -           tools that people like to use, as reported on 011003?
311346 -           ref SDS C5 EC5N
311348 -            ..
311349 -        b. Is the criticism that selling consulting time to facilitate
311350 -           meetings is hard, because people feel facilitating a meeting
311351 -           is easy, since most everybody hired these days feel they
311352 -           have good communication skills, so everybody feels capable
311353 -           to facilitate meetings without an expert?
311354 -           ..
311355 -        c. Is the criticism that using SDS is harder to learn, in
311356 -           order to add intelligence to management faster and easier
311357 -           than using other methods, than it is to fix all of the
311358 -           problems are having that reduce productivity, earnings and
311359 -           stock prices, reported on 001207, ref SDS 87 V54M, and
311360 -           threaten national security, reported on 010911? ref SDS B8
311361 -           UP5K
311363 -            ..
311364 -        d. Is the criticism that a connected web of intelligence
311365 -           showing the chronology of cause and effect boggles the mind,
311366 -           as reported on 000125, ref SDS 55 3867, and that knowledge
311367 -           brings responsibility, as reported on 991014, ref SDS 50
311368 -           3066, which people hate because it reduces wriggle room for
311369 -           deniability that enables avoiding accountability? see the
311370 -           record on 970830. ref SDS 38 8366
311371 -           ..
311372 -        e. Is the criticism that people getting by on style and
311373 -           image, because there is not enough time to understand
311374 -           content using technology everybody likes, reported on
311375 -           960103, ref SDS 26 8409, want to avoid the effort to learn
311376 -           how intelligence is added to management that improves
311377 -           productivity, earnings and stock prices?  To improve
311378 -           knowledge work initially requires learning literacy that
311379 -           strengthens orality, which is acquired from age 0 to about
311380 -           age 5 pretty much on automatic pilot.  There is no pressure
311381 -           to learn anything. Culture then helps people acquire
311382 -           literacy skills using facilitators, called "teachers," from
311383 -           about age 5 to 18 at a time when there is nothing else to do
311384 -           except play, watch television and go to the beach.  Adults,
311385 -           however, have to earn a living using the literacy skills
311386 -           acquired over a 12 year period. Software programs like
311387 -           wordprocessing and spreadsheets extend traditional literacy
311388 -           skills and so can learned by many people without
311389 -           facilitators and incidental to the primary role of making a
311390 -           living using traditional literacy skills. These bring
311391 -           marginal gains in productivity.
311392 -           ..
311393 -        f. Improving traditional literacy requires integrating a
311394 -           critical mass of tasks, explained in POIMS. ref OF 1 2688
311395 -           Integrated tasks are complex.  Complex tools are harder to
311396 -           learn than simple ones. As reported on 890809, people don't
311397 -           want to do this, so long as they can get by without making
311398 -           the effort. ref SDS 5 2079  Andy Grove says people prefer to
311399 -           work on familiar things in familiar ways, reviewed on
311400 -           980307. ref SDS 40 1660
311402 -            ..
311403 -        g. Is the criticism that good management is overkill because
311404 -           rewards for converting information into knowledge are
311405 -           deferred so there is no proof that proactive intelligence
311406 -           saves more time and money than to avoid investing time for
311407 -           deliberation that strengthens listening to understand and
311408 -           follow up, as explained in POIMS. ref OF 1 MQ6J
311409 -           ..
311410 -        h. Is the criticism that investing time for intelligence
311411 -           is overkill to discover little deviations that enable
311412 -           proactive management to solve problems when they are small
311413 -           so that the time and expense is manageable to prevent
311414 -           crisis, conflict and calamity, noted by Aristotle in 400 BC,
311415 -           but people feel they are too busy fixing the big problems
311416 -           that were ignored and covered up when they were small?
311418 -            ..
311419 -        i. Is the criticism that intelligence using SDS exposes a lot
311420 -           of little deviations that present a psychological burden
311421 -           because the human mind is wired to filter out small problems
311422 -           and so people don't want to hear about it or take action?
311424 -         ..
311425 -        Therefore, transition to a culture of knowledge requires a new
311426 -        role because improving information technology is too hard for
311427 -        people to learn and implement while carrying out what they
311428 -        already know.
311429 -
311431 -  ..
311432 -
311433 -    2.  Is this kind of facilitation more a talent, like being a jazz
311434 -        musician, or a learned skill, like automobile repair?
311435 -
311436 -           SDS leverages the art of management through synergy between
311437 -           talent and learning. see POIMS, ref OF 1 6221,
311439 -            ..
311440 -           Facilitating good management in meetings, calls, email and
311441 -           for deliberative analysis in carrying out the work is a
311442 -           talent like being a mechanic or a doctor that is learned in
311443 -           school; and, it is an art that people can individualize to
311444 -           fit personal preference and life experience.
311446 -            ..
311447 -           A Jazz musician must learn skills using tools or writing
311448 -           music, and then experiment to apply that skill in new ways
311449 -           using new tools.
311450 -           ..
311451 -           Similarly, a mechanic, like a doctor, truck driver, or
311452 -           software engineer learns skills for using tools of the
311453 -           profession in relation to the design of automobiles or the
311454 -           human body, etc., then uses experience to recognize when to
311455 -           apply tools, in what degree and combination, and identifies
311456 -           needs and design for new tools to solve more difficult and
311457 -           complex problems.
311459 -            ..
311460 -           Facilitating meetings using a web browser as seems to be
311461 -           contemplated by HACM requires skill using a web browser and
311462 -           Microsoft programs, since most people only know about 5% of
311463 -           the features, reported on 020110. ref SDS D3 CK4K
311465 -            ..
311466 -           Adding intelligence to management that enables people to be
311467 -           prepared for facilitating a meeting, and then enables people
311468 -           who are facilitated to accurately understand context, build
311469 -           and maintain shared meaning, and take complementary action
311470 -           for effective follow up is mostly skill using SDS combined
311471 -           with art in handling people.
311473 -  ..
311474 -
311475 -    3.  What is the core orientation of this facilitation?
311476 -
311477 -           Drucker points out that information from meetings, calls,
311478 -           email, etc., must be processed by the human mind in order to
311479 -           create knowledge needed for daily work. see review on
311480 -           931130. ref SDS 16 WO9M
311482 -            ..
311483 -           Information technology (IT) creates a world for which the
311484 -           mind is not well suited, and therefore requires transition
311485 -           to a culture of knowledge. see NWO, ref OF 4 7501
311487 -            ..
311488 -           Human cognition inherently recodes information to improve
311489 -           understanding, but information overload accelerates recoding
311490 -           faster than human intelligence can process information into
311491 -           knowledge.  This causes continual meaning drift, rather than
311492 -           better understanding, which means continual bumbling rather
311493 -           than continual learning, as set out in NWO. ref OF 4 14FG
311494 -           ..
311495 -           As a result....
311497 -            ..
311498 -           Communication is biggest risk in enterprise because every
311499 -           meeting, every call and every email sows the seeds of error,
311500 -           conflict, crisis and calamity. see POIMS, ref OF 1 R69H and
311501 -           NWO, ref OF 4 4077
311503 -            ..
311504 -           SDS used according to the design develops organizational
311505 -           memory and adds intelligence to help people use good
311506 -           management consistently for saving time and money, as set
311507 -           out in POIMS, ref OF 2 6649, and shown by the record on
311508 -           910520 when Morris started using SDS. ref SDS 9 JE6M  This
311509 -           is accomplished by adding a "metric" to communication that
311510 -           proactively maintains alignment using an audit trail from
311511 -           daily work to objectives, requirements and commitments, as
311512 -           set out in the record on 001219, ref SDS 88 FO5M, and
311513 -           explained in POIMS. ref OF 1 0859
311514 -
311515 -               [On 030416 Gary Johnson demonstrating that experience
311516 -               using SDS changes attitudes by enabling transformation
311517 -               so that people can use good management consistently.
311518 -               ref SDS D9 424O
311520 -            ..
311521 -           At the conclusion of a meeting, the boss or facilitator
311522 -           needs to say....
311523 -
311524 -               "Terrific meeting.  This all sounds great.
311526 -                ..
311527 -               How soon can we get this into SDS to get everything
311528 -               lined up and identify correlations, implications and
311529 -               nuance?"
311530 -
311532 -         ..
311533 -    4.  What are the crucial distinctions? Skills?
311534 -
311535 -           Using SDS is the key skill for integrating time and
311536 -           information management.
311537 -
311538 -           Clicking on links using judicious review explained on 990419
311539 -           is a core competency, ref SDS 45 2320, that distinguishes IT
311540 -           where people forage all day on endless information, from a
311541 -           culture of knowledge where people use proactive management
311542 -           to discover cause and effect in relation to context of
311543 -           history, objectives, requirements and commitments.  The
311544 -           conference can help people work through emotional fear of
311545 -           responsibility that prefers the darkness of ignorance to the
311546 -           light of knowledge, as discussed on 991014. ref SDS 50 3066
311548 -            ..
311549 -           Understanding and managing organic structure is another
311550 -           skill that is not well understood in daily life.
311552 -            ..
311553 -           Crafting a record that is useful by raising issues without
311554 -           raising temperatures is a critical skill.
311556 -            ..
311557 -           Obtaining feedback to refine the accuracy of the record is
311558 -           a critical skill, which is greatly resisted in traditional
311559 -           meeting management, per NWO. ref OF 4 2670
311561 -            ..
311562 -           SDS work product initially looks like paperwork that is
311563 -           hated because it seems to increase risk of accountability,
311564 -           so everybody wants to expedite by talking things out in
311565 -           meetings and sending email.  This orientation overlooks the
311566 -           difference between information in documents and intelligence
311567 -           that brings the knowledge needed to get things done on time
311568 -           and within budget.
311569 -           ..
311570 -           There is not enough time for investing intellectual
311571 -           capital.
311573 -            ..
311574 -           There is not enough time to work intelligently.
311576 -            ..
311577 -           There is not enough time for good management
311579 -  ..
311580 -
311581 -    5.  Abilities? What does it take to become masterful at it?
311582 -
311583 -           Learning SDS and experience using SDS according to the
311584 -           plan, perform, report design.
311585 -
311586 -           There is enormous emotional/psychological pressure to take
311587 -           short cuts on good management that prevent creating the
311588 -           record, which then prevents understanding and follow up,
311589 -           further and prevents using the record to aid future
311590 -           understanding.
311592 -            ..
311593 -           Scope of services prepared by USACE for Com Metrics set out
311594 -           qualifications. ref DRP 4 7412
311596 -            ..
311597 -           the record on 951117. ref SDS 25 5U5L
311598 -
311599 -
311600 -
311601 -
311603 -  ..
311604 -
311605 -    Albert M. Selvin
311606 -
311607 -        Senior Manager, Information Technology Group,
311608 -        Verizon Communications, ref DRT 1 6X6I
311609 -
311610 -        Al Selvin co-developed the Compendium methodology
311611 -
311612 -            http://www.CompendiumInstitute.org
311613 -
311614 -        ....and led application on more than 75 projects in commercial
311615 -        and non-profit settings.  At Verizon, he leads eBusiness,
311616 -        software development and business process redesign teams. He
311617 -        has published papers in the fields of computer-supported
311618 -        collaborative work, knowledge management, hypertext,
311619 -        organizational memory, and collaborative sensemaking.
311620 -       ..
311621 -    Simon Buckingham Shum
311622 -
311623 -        Senior Lecturer in Knowledge Media at the Open University, UK,
311624 -        ref DRT 1 EX7K
311625 -
311626 -        Simon Buckingham Shum
311627 -
311628 -            http://kmi.open.ac.uk/sbs
311629 -
311630 -        ...has been studying, and applying, graphical hypertext
311631 -        argumentation approaches since 1990, with specific interests in
311632 -        IBIS, design rationale, learning and knowledge management. For
311633 -        several years, he co-led tutorials at the UK HCI conference on
311634 -        QOC, an IBIS-related design rationale approach. He brings a
311635 -        background in cognitive psychology, ergonomics and
311636 -        human-computer interaction.
311637 -
311638 - ...are co-sponsors of Jeff's conference.
311639 -
311641 -     ..
311642 -    Jeff's background is shown as....
311643 -
311644 -        ...the designer of the gIBIS and QuestMap graphical hypertext
311645 -        argumentation tools and the creator of the Dialog Mapping
311646 -        technique. His CogNexus Institute....
311647 -
311648 -            http://CogNexus.org
311649 -
311650 -        ...offers Dialog Mapping training, facilitation, and consulting
311651 -        services. He is the author of several hypertext and
311652 -        collaboration technology papers, including a 1987 survey of
311653 -        hypertext which served as a standard reference on the subject
311654 -        for years. Dr. Conklin is also on the faculty of George Mason
311655 -        University. ref DRT 1 O55F
311656 - ..
311657 - On 010420 reviewed Jeff's paper on IBIS that is enabled by SDS.
311658 - ref SDS A8 OP6F
311659 -
311660 -
311661 -
311662 -
311663 -
311664 -
311665 -
311666 -
311667 -
311668 -
311669 -
311670 -
311671 -
311672 -
311673 -
311674 -
311675 -
311676 -
311677 -
311678 -
311679 -
311680 -
311681 -
311682 -
311683 -
311684 -