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: September 7, 2005 09:52 AM Wednesday; Rod Welch

Examples of intelligence support to facilitate meetings sent to Gary.

1...Summary/Objective


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2013 -
2013 -    ..
2014 - Summary/Objective
2015 -
201501 - Follow up ref SDS 4 0000.
201502 -
201503 -
201504 -
201505 -
201506 -
201507 -
201508 -
201510 -  ..
2016 -
2017 -
2018 - Progress
2019 -
201901 - Talked to Gary yesterday.  He asked about procedures for capturing
201902 - organizational memory on closely related events.  The discussion
201903 - indicated Gary is developing practices for applying SDS features for
201904 - intelligence support, discussed a few months ago on 050702.
201905 - ref SDS 4 O65H
201907 -  ..
201908 - Today, submitted ref DIT 1 0001 confirming discussions yesterday, and
201909 - saying...
201910 -
201911 -    1.  Yesterday, you explained efforts using SDS to track closely
201912 -        related multiple events on the same day.  I think that
201913 -        separating events into multiple records is generally the best
201914 -        approach.  If you do a simple diary search on my records during
201915 -        Sep - Dec 1988, Sep - Dec in 1994, and same for 1996 you can
201916 -        see application of this practice.  Some days there are 10 - 15
201917 -        separate tasks. ref DIT 1 0001
201919 -         ..
201920 -    2.  Also, however, on Broadwater Dam a wide variety of tasks got
201921 -        reported in a single record, ref DIT 1 HW6I, of visiting a job
201922 -        site, e.g., on 880919. ref SDS 1 0001
201924 -         ..
201925 -    3.  More recently, an example of setting up a template record for
201926 -        major meetings, ref DIT 1 IW7F, is shown in the record on
201927 -        050329. ref SDS 2 0000
201929 -         ..
201930 -    4.  In the record on 050329 several subjects were not discussed,
201931 -        ref SDS 2 RZ4I, yet useful intelligence is presented, and the
201932 -        template is maintained as a due diligence checklist for the
201933 -        next meeting, along with an audit trail automatically generated
201934 -        by SDS that provides precision access. ref DIT 1 VY7J
201936 -  ..
201937 - Talked to Gary later in the afternoon, and he indicated these examples
201938 - were helpful for configuring an SDS record template to report on his
201939 - work.
201941 -  ..
201942 - Letter to Gary continues...
201943 -
201944 -    5.  Also, if time permits, take a moment to compare notes of
201945 -        initial impressions, ref DIT 1 SI8I, for the meeting on 050329.
201946 -        ref SDS 3 0001
201948 -         ..
201949 -    6.  These first impression "rough notes" provide a guide to prepare
201950 -        the actual record.  Typically, I don't create a separate record
201951 -        with rough notes; but instead put first impressions in the
201952 -        actual record, then refine the work with the 8 steps of Com
201953 -        Metrics. ref DIT 1 EJ8O  In this case, I saved the "rough
201954 -        notes" for training that illustrates adding "intelligence" to
201955 -        "information" in traditional "meeting minutes." Please let me
201956 -        know if this is helpful to illustrated added value using SDS.
201958 -         ..
201959 -    7.  Another training record is the case study on 050812 showing
201960 -        patient history, ref DIT 1 PJ9O, prepared to support 2nd
201961 -        opinion review. ref SDS 5 0000
201963 -         ..
201964 -    8.  As shown by the record description....
201965 -
201966 -              "Case study meetings communication document health care
201967 -              medical practice."
201968 -
201969 -        ...this record illustrates consistent use of intelligence
201970 -        support for making meetings productive. ref DIT 1 GK4I  Mil and
201971 -        I met recently with a doctor for a 2nd opinion and got the
201972 -        doctor to bookmark the case study for reviewing patient
201973 -        history. ref SDS 6 R445
201975 -         ..
201976 -    9.  This illustrates the objective of producing work product that
201977 -        helps other people perform their work quickly and accurately.
201978 -        We have 3 more meetings on the 2nd opinion project, so we will
201979 -        see if professional people can take advantage of this approach.
201980 -        ref DIT 1 SM5O
201981 -
201982 -
201983 -
201984 -
201985 -
201986 -
201987 -
201988 -
201989 -
201990 -
201991 -
201992 -
201993 -
2020 -