THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: January 22, 2004 01:01 PM Thursday; Rod Welch

SDS project conference call review progress at Boeing and CSG.

1...Summary/Objective
....1...Attendance...
........Jerry Nord Accomplishments on SDS...
........Gary Johnson Accomplishments on SDS...
........Rod Welch Accomplishments on SDS...
........Productivity Improves by Working "Intelligently"
........Reporting Demonstrates Potential for Better Productivity
....2...Launch Plan and Estimate of Time 1 Hour on Job and Home Work
........Learning SDS First "Project" to Apply SDS and Com Metrics
........Benefits from Com Metrics Can Commence with Pro Bono Support
........Communication Daily for Learning SDS Reported in SDS Record
....3...Agreement Revisions on Time and Staff
........Install SDS on Jerry's Computers
........Strategic Vision
....2...Briding Gap Between IT and Knowledge Using SDS
........Marketing Materials and Opportunity to Tell the SDS Story
....3...SDS Foundational Documents
........Respond to Calls for Professional Papers


..............
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CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Boeing                                                                                                                                                             O-00000816 0505
020201 - Mr. Garold L. Johnson
020203 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Teleconference CSG SDS Project Launch
Project Launch Plan SDS at CSG Teleconference
Plan Launch SDS Project at CSG Teleconference
CSG Teleconference SDS Project Launch

1606 -
1606 -    ..
1607 - Summary/Objective
1608 -
160801 - Follow up ref SDS 92 0000. ref SDS 88 0000.
160802 -
160803 -
160805 -  ..
160806 - Gary's record on this conference call is shown on 040122, ref SDS 93
160807 - 0001, was reviewed on 040216. ref SDS 94 YV6G
160808 -
160809 -
160810 -
160812 -  ..
1609 -
1610 -
1611 - Discussion
1612 -
161201 - SDS Project Launch Meeting...
161202 -
161203 - This meeting continues prior work to enable CSG employees to use SDS
161204 - for the purpose of business evaluation called out in the Agreement,
161205 - ref OF 1 0001, signed on 030724.
161207 -         ..
161208 -    1.  Attendance...
161209 -
161210 -        Jerry Nord Accomplishments on SDS...
161211 -
161212 -           a.  SDS installed
161213 -
161214 -               This past week on 031215 the network connections on
161215 -               Jerry's laptop computer had some problems which
161216 -               prevented installing the updated SDS code. ref SDS 90
161217 -               0001
161219 -                ..
161220 -           b.  SDS records produced, discussed below.
161221 -
161222 -               This has been deferred while things get caught up at
161223 -               CSG, per discussion last week on 031203. ref SDS 82 WA4N
161224 -
161225 -                  [On 070429 Jerry writes to ask about SDS again.
161226 -                  ref SDS 95 YW5L
161227 -
161229 -                ..
161230 -               On Monday, 031215 Jerry called about feedback from
161231 -               Gregory Polak asking about the SDS design breakthrough
161232 -               noticed by Morris earlier on 940114.
161234 -                ..
161235 -           c.  Strategic vision, below. ref SDS 92 O76R
161236 -
161237 -
161239 -         ..
161240 -        Gary Johnson Accomplishments on SDS...
161241 -
161242 -           a.  Circle of Advocates, ref SDS 72 4284,
161243 -
161245 -                ..
161246 -           b.  Boeing Intranet, ref SDS 72 2I7N
161247 -
161249 -                ..
161250 -           c.  Action Item Review with Paul, ref SDS 72 427M,
161251 -
161252 -
161254 -                ..
161255 -           d.  David Allen, Franklin and Covey.
161256 -
161257 -
161259 -         ..
161260 -        Rod Welch Accomplishments on SDS...
161261 -
161262 -
161263 -
161264 -
161265 -
161266 -
161267 -
1613 -

SUBJECTS
Tom Submit Report on SDS Project Launch Teleconference Demon
Began Writing Reports on Meetings Acquired Ex-oficio Titl
Scribe Outdated Title for 21st Century Requirements to Perform Analys

1905 -
190601 -         ..
190602 -        Productivity Improves by Working "Intelligently"
190603 -        Reporting Demonstrates Potential for Better Productivity
190604 -
190605 -        Follow up ref SDS 92 WA4N, ref SDS 88 WA4N.
190606 -
190607 -
190608 -
190609 -
190610 -
1907 -

SUBJECTS
Time Estimate Learning Implementing SDS
1 Hour on Job for Learning SDS Requires Home Work Tom Gilbert

2304 -
230501 -         ..
230502 -    2.  Launch Plan and Estimate of Time 1 Hour on Job and Home Work
230503 -
230504 -        Follow up ref SDS 69 LG4H.
230505 -
230506 -
230507 -
230508 -
2306 -

SUBJECTS
Learn SDS 1st Project for Applying SDS at CSG for 2 Months

2503 -
250401 -         ..
250402 -        Learning SDS First "Project" to Apply SDS and Com Metrics
250403 -
250404 -        Follow up ref SDS 92 FI5G, ref SDS 88 FI5G.
250405 -
250406 -
250407 -
250408 -
250409 -
2505 -

SUBJECTS
CSG Wants Immediate Return Benefits Improve Management Rod Can Do Pro

2603 -
260401 -         ..
260402 -        Benefits from Com Metrics Can Commence with Pro Bono Support
260403 -
260404 -        Follow up ref SDS 92 WB36, ref SDS 88 WB36.
260405 -
260406 -        Did not discuss this opportunity.
260407 -
260408 -
260409 -
260410 -
260411 -
260412 -
2605 -

SUBJECTS
Meeting Daily Between Tom Gilbert and Jerry Nord and Rod Welch Avoid
Dark Avoid Maintain Frequent Daily Contact by Phone Email Communicati
Best Practices Communication Regular Avoid Going Dark Maintain Freque

3705 -
370601 -         ..
370602 -        Communication Daily for Learning SDS Reported in SDS Record
370603 -
370604 -        Follow up ref SDS 92 WB39, ref SDS 88 WB39.
370605 -
370606 -
370607 -
370608 -
3707 -

SUBJECTS
Dates Change Agreement that to Reflect Revised Starting Dates Agreeme
Gilbert, Tom Listed as Signature on Revised Agreement on SDS Review a
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem
Approved CSG Performing Agreement on Using SDS
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem

6407 -
640801 -         ..
640802 -    3.  Agreement Revisions on Time and Staff
640803 -
640804 -        Follow up ref SDS 69 VA4S.
640805 -
640806 -
640807 -
640808 -
640809 -
6409 -

SUBJECTS
SDS Installation for Jerry Nord Completed to Complement Tom Gilbert L
Nord, Jerry Install SDS on CSG Network to Learn and Use SDS
Teleconference CSG SDS Project Launch

6705 -
670601 -         ..
670602 -        Install SDS on Jerry's Computers
670603 -
670604 -        Follow up ref SDS 92 WA6P, ref SDS 88 WA6P.
670605 -
670606 -
670607 -
670608 -
6707 -

SUBJECTS
Medit Features for Programming Microsoft Outlook Express and Word to
Unique Novel Design Architecture Recipe Patent Copyright Telecon with
Trade Secrets NDA Agreement Dave Buoncristiani Considering Edits IP I
Research Shows SDS Unique Knolwedge Management Jerry Nord at CSG Repo

7106 -
710701 -         ..
710702 -        Strategic Vision
710703 -    2.  Briding Gap Between IT and Knowledge Using SDS
710704 -
710705 -        Follow up ref SDS 79 O76R, ref SDS 69 O76R.
710706 -
710707 -        Jerry related in the call last Thursday, that he sees CSG
710708 -        starting down the same path that led to a major loss of $150M a
710709 -        few months ago.  Trying to recover, they are downsizing, and
710710 -        this increases pressure to cut corners on good management in
710711 -        order for fewer people to do more work.  Mistakes escalate
710712 -        because Com Metrics are practiced, so the seeds of the next
710713 -        level of downsizing are being sown now.
710715 -         ..
710716 -        Talked to Jack Park last night and he related work in the AI
710717 -        group at SRI.  They are developing an outlook add on which Jack
710718 -        feels will be attractive in the market place.  Jack might be a
710719 -        good source for Jerry to collaborate about the add on he and
710720 -        Jonnathan have developed.  Last week, Jerry indicated part of
710721 -        the scope of their project is to provide a pop-up-type reminder
710722 -        to people about preparig an agenda for a meetings several hours
710723 -        ahead of the event, and then to provide several reminders to
710724 -        send the record of events to attendees.
710726 -         ..
710727 -        Today, Jerry asked about risks of notifying other people about
710728 -        publications on Communication Metrics.
710730 -         ..
710731 -        Gary reviewed the record showing that creating a program with
710732 -        SDS functionality is a major undertaking, which makes the risk
710733 -        in relation to Jerry's concern very low.
710734 -
710735 -
710736 -
710738 -         ..
710739 -        Marketing Materials and Opportunity to Tell the SDS Story
710740 -
710741 -        Follow up ref SDS 92 MC8L, ref SDS 88 MC8L.
710742 -
710743 -
710744 -
710746 -         ..
710747 -    3.  SDS Foundational Documents
710748 -        Respond to Calls for Professional Papers
710749 -
710750 -        Follow up ref SDS 92 GQ4L, ref SDS 88 GQ4L.
710751 -
710752 -        Reviewed opportunity for Gary and Jerry to engage colleagues
710753 -        and professional contacts, such as the WIKI web site Jerry
710754 -        cited in a recent letter.
710755 -
710756 -
710757 -
710758 -
710759 -
710760 -
710761 -
710762 -
710763 -
7108 -
Distribution. . . . See "CONTACTS"