CONTACTS 
0201 - Calif. Dep Water Resources                                                                                                                                         O-00000557 0201
020101 - Ms. Lori Brown, E.E.
020102 - Project Manager PG&E Contract, Coastal Branch, Phase II
020103 - Power Contracts
020104 - Mr. Ed Hills;
020105 - Mr. Om Lakhotia;
020106 - Mr. Bon Nu;
0202 - PG&E Transm Sys Contracts                                                                                                                                      O-00000558 0201
020201 - Mr. Kevin Coffee                                                                                                                                                 O-00000557 0901
020202 - Electrical Engineer, Rm 2334 Mail Code B23A
020203 - Transmission Contracts
0203 - PG&E Proj Mngmnt Transm Sys                                                                                                                                    O-00000329 0201
020301 - Mr. Bill DeHart, PMP
020302 - Senior Project Manager, Room 1183B-V11C
020303 - Project Management Department                                                                                                                                    O-00000557 0901
0204 - The Welch Company                                                                                                                                                  O-00000040 0101
020401 - Mr. Rod Welch

SUBJECTS
Central Coast Aqueduct, PG&E
Meetings, 940901 Stockton with CDWR
Follow Up - Pay, Information Management

0505 -
0505 -    ..
0506 - Summary/Objective
0507 -
050701 - Follow up ref SDS 7 0000.
050702 -
050703 - PG&E reported on adjustments to Pay Estimate valuations and
050704 - procedures.  Understandings and Action Items were reviewed from the
050705 - progress meeting in Sacramento on Aug 18, 1994.  PG&E explained
050706 - procedures for managing project information and Action Items using the
050707 - Schedule Diary System (SDS).
050708 -
050710 -  ..
050711 - Follow Up
050712 -
050713 -   1.  PG&E will revise Cost Plan and first Pay Estimate to reflect
050714 -       internal accounting adjustment for feasibility study.
050715 -
050716 -       [This was done on Sep 22, at ref SDS 13 line 411.]
050717 -       ..
050718 -   2.  PG&E will submit to CDWR the notes of understandings from
050719 -       progress meeting with CDWR on Aug 18, 1994.
050721 -        ..
050722 -       [This was done at ref SDS 12 line 41.]
050724 -        ..
050725 -   3.  PG&E and CDWR will hold another progress meeting later in
050726 -       September; PG&E will submit understandings from these meetings
050727 -       to CDWR.
050728 -
050729 -
050730 -
050731 -
0508 -

SUBJECTS
Payment Procedures
Payment for August, 1994
Cost Plan for CDWR/Billing Estimate

1005 -
100601 -  ..
100602 - Bill submitted a Cost Plan showing the estimated amounts PG&E expects
100603 - to bill each month. ref DIT 1 0000
100604 -
100605 -      Bill plans to tie the monthly planned amounts to actuals, as the
100606 -      project progresses.
100608 -  ..
100609 - Reviewed PG&E's 1st pay estimate for the contract, ref DIT 2 0000.
100610 - Bill noted that CDWR has reimbursed PG&E $176K for project feasibility
100611 - study which is included in the todate actuals of $541K.
100613 -  ..
100614 - The Cost Plan will be revised to reflect this adjustment.
100616 -  ..
100617 - Bill indicated that the first billing will cover PG&E work through
100618 - July 1994.  The $541K amount will be reduced by $176K to reflect prior
100619 - payments for the study.
100620 -
100621 -       [This was done on Sep 22, at ref SDS 13 line 411.]
100622 -
100623 -
100624 -
1007 -

SUBJECTS
Control, Information, Meeting
Policy & Procedures, Meetings, Confirm Understandings
Objectives/scope
Meeting Notes, confirm understandings
Learning period/difficulty

2107 -
210801 -  ..
210802 - Welch Introduced to State Staff for Supporting CDWR Project Management
210803 -
210804 - Bill advised that PG&E is evaluating SDS and the Welch Company
210805 - for management support.  Some cost is being allocated to the CDWR
210806 - project within currently defined budgeting.
210807 -
210808 - Bill asked Rod Welch to explain SDS.
210809 -
210811 -  ..
210812 - SDS Enables POIMS Technology and Communication Metrics
210813 -
210814 - Communication Metrics is a management science that uses a new work
210815 - role and the SDS program to improve daily management, as explained on
210816 - the web....
210817 -
210818 -            http://www.welchco.com/00302.HTM
210820 -  ..
210821 - The need for this new role set out in the NWO paper. ref OF 4 6369
210823 -  ..
210824 - SDS is a software program that implements a technology called POIMS in
210825 - the same way that MS Word implements wordprocessing technology.
210827 -  ..
210828 - SDS means the...
210829 -
210830 -                      Schedule Diary System
210831 -
210832 -     ...software program that combines a Schedule for planning with a
210833 -     related Diary that is organized by subject, people, organizations,
210834 -     documents, cost and schedule to enable capture of daily work in a
210835 -     record of organizational memory, explained in POIMS. ref OF 1 2300
210836 -     Continual synergy between planning to take action and reporting on
210837 -     what action to take improves management.
210839 -      ..
210840 -     Schematic of SDS listing features and benefits. see ref OF 2 3385
210842 -      ..
210843 -     Diagram of SDS record structure is also shown. ref OF 2 8558
210845 -      ..
210846 -     SDS enables a new way of working that produces "intelligence," as
210847 -     defined in POIMS, ref OF 1 0561, to improve traditional work
210848 -     practices, as explained on 930726. ref SDS 2 0001
210850 -      ..
210851 -     This record is an example of how the diary is used to capture the
210852 -     record and analyse results of meetings and other events.  The SDS
210853 -     typical day scenario provides other examples of daily uses for the
210854 -     SDS program. ref OF 3 0001
210856 -      ..
210857 -     Intelligence can be retrieved on particular subjects, people,
210858 -     documents, and other objects quickly, so that organizational
210859 -     memory can be used routinely to support action, with less reliance
210860 -     on personal recall.
210861 -
210862 -         [On 990202 showed Subject Index to USACE. ref SDS 24 5325]
210864 -          ..
210865 -         [On 970107 example. ref SDS 20 4953]
210867 -          ..
210868 -         [On 010730 "bridge concepts" help understand SDS. ref SDS 27
210869 -         LC5O
210871 -          ..
210872 -         [On 011011 explained SDS and Com Metrics. ref SDS 28 VF4K
210874 -      ..
210875 -     Scheduling
210876 -
210877 -     After a Diary report is prepared, it can be used to schedule
210878 -     follow up actions.  Scheduled tasks are linked to the diary
210879 -     records that preceeded them, resulting in ordered chains of
210880 -     related events, emulating human memory.
210882 -      ..
210883 -     SDS is a micro "scheduling" process for individual tasks to create
210884 -     and carry out traditional macro planning using CPM and other
210885 -     workflow management methodologies.  The diary yields an audit
210886 -     trail showing what was done, why and planning follow up to ensure
210887 -     objectives for time and cost are met.
210889 -      ..
210890 -     Integration of the Schedule and Diary (time and information),
210891 -     leads to the program name:  Schedule Diary System.
210892 -
210894 -      ..
210895 -     POIMS Technology
210896 -
210897 -     SDS emanated from Rod's experience in General Contracting.
210898 -
210899 -         [On 000723 history of SDS was reviewed. ref SDS 26 0001
210901 -      ..
210902 -     SDS enables people to consistently use good management by reducing
210903 -     the time required to perform POIMS....
210904 -
210905 -
210906 -                 Plan, Organize, Integrate & Measure
210907 -
210909 -      ..
210910 -     SDS architecture enables collaboration to build shared meaning
210911 -     that leverages personal talent and organizational resources
210912 -     through complementary efforts that improve productivity, so POIMS
210913 -     also means...
210914 -
210915 -         Personal and Organizational Integrated Management Support
210916 -
210917 -     ...that integrates people, process and time. ref OF 1 015M
210918 -
210919 -     The basic concept is to "Plan the work; and work the plan" using a
210920 -     simple management cycle:
210921 -
210923 -                 ..
210924 -                Plan                     Perform
210925 -
210926 -
210927 -
210928 -                            Report
210929 -
210930 -     ..
210931 -     See POIMS on the power of integration. ref OF 1 8951
210933 -  ..
210934 - The "plan" for the meeting with CDWR on Aug 18, was the agenda
210935 - prepared by CDWR and the issues raised by PG&E.  CDWR and PG&E
210936 - "performed" the meeting.  Rod did a "report."  Today, we "measure" and
210937 - correct understanding by reviewing the notes, which will then be
210938 - rolled over into "Controllable Action Items" for follow up.
210939 -
210941 -  ..
210942 - SDS Design Improves Management
210943 -
210944 - Lori ask for an explanation of the SDS "Diary" format.
210945 -
210946 - The Diary provides a chronological organizing scheme that shows cause
210947 - and effect of events and decisions segmented according to objectives,
210948 - requirements and commitments. ref SDS 0 2929  Automated and custom
210949 - links let people get information quickly, and alert to issues that
210950 - need attention.  The unique integration of Diary with Schedule helps
210951 - managers plan and be prepared in less time because Schedule tasks have
210952 - instant access to relevant background in the Diary
210953 -
210955 -      ..
210956 -     Line Numbers
210957 -
210958 -     Line numbers in the left margin have two related functions:
210959 -
210960 -     1.  Provide a flexible structure for identifying information,
210961 -         explained on 890523, ref SDS 1 P13O, that is segmented by
210962 -         context based on objectives, requirements and commitements so
210963 -         that citations and references can be specific and enduring,
210964 -         essential for an effective Knowledge Space, explained in
210965 -         POIMS. ref OF 1 034J
210966 -
210967 -            [On 020504 SDS strengthens guidance for drafting Federal
210968 -            Acquisition Regulations using a numbering system for all
210969 -            paragraphs. ref SDS 30 FA6N
210971 -          ..
210972 -     2.  The numbering scheme identifies the kind of information that
210973 -         is on the line:
210975 -          ..
210976 -         01 - Description of record, i.e., its "subject"
210977 -         02 - Contacts are people and organizations involved in event.
210978 -         03 - References to external information (see below)
210979 -         04+  Narrative description of what happened.
210981 -          ..
210982 -         An SDS record is a "chunk" of human memory that provides a
210983 -         place to organize information with links showing cause and
210984 -         effect (analysis).  Line numbering facilitates this objective
210985 -         to convert information into useful knowledge.
210986 -
210987 -              [On 990303 work in cognitive science supports SDS design
210988 -              for Knowledge Space. ref SDS 25 2838
210989 -
210991 -      ..
210992 -     Diary Report
210993 -
210994 -     This is the DATE of the event being reported, as opposed to the
210995 -     date of the document.  The former is constant, whereas the
210996 -     document date is whenever a diary is printed.
210997 -
210998 -     "Subject" is a short explanation of the event.
210999 -
211000 -         An "event" can be a meeting, phone call, inspection, analysing
211001 -         a report, writing a letter, designing a circuit, scheduling a
211002 -         job, reviewing a legal opinion, a heart operation, baking a
211003 -         cake, --- anything the user wishes to think about and track.
211005 -      ..
211006 -     Contacts
211007 -
211008 -     This is a list of organizations and people involved in an event.
211009 -
211011 -      ..
211012 -     References
211013 -
211014 -     These are chronological lists of related information referred to
211015 -     or used during the event.  There are three types of References:
211017 -             ..
211018 -            SDS records
211019 -
211020 -            These are diaries of prior related events that led up to
211021 -            the current diary.  The number preceeding the diary de-
211022 -            scription is its date, thus: 940818 means Aug 18, 1994.
211023 -
211025 -             ..
211026 -            Documents
211027 -
211028 -            Formal correspondence (e.g. E-mail) that relates to the
211029 -            event, segmented according to Received or Issued.
211031 -             ..
211032 -            Other Files
211033 -
211034 -            These are computer files like a Schedule, budget, a
211035 -            contract, specification, magazine article, book, or other
211036 -            publication that might be referred to during the event.
211037 -
211039 -         ..
211040 -        On-Line Access
211041 -
211042 -        The program opens collateral sources by clicking the mouse or
211043 -        pressing Enter on a listed reference.
211044 -
211046 -         ..
211047 -        Citations & Knowledge
211048 -
211049 -        Links can be created between written analysis in SDS records
211050 -        (THIS is an an SDS record), and external material listed under
211051 -        References.  This reduces the amount of writing and time needed
211052 -        to apply information, since everything can be entered and
211053 -        opened by pressing Enter or clicking the mouse (as on the
211054 -        underlined portion of the next line).
211055 -                                  ..
211056 -        A citation can appear as ref SDS 6 8865.
211057 -                                 ---------------
211058 -
211059 -            ...which means the 4th line below the line "SDS
211060 -            References," and to a line within that record that has the
211061 -            unique anchor "8865."
211062 -        ..
211063 -        Similarly we could cite ref DIT 2 0000 which is the 2nd
211064 -        entry under Documents Issued Today shown above on line 030402.
211065 -        Clicking on that entry opens the document at the top because
211066 -        "0000" is a default value that identifies the top of a file.
211068 -         ..
211069 -        SDS linking, citation and organizing features accomplish the
211070 -        POIMS objective to convert information (meetings, calls,
211071 -        documents, etc.) into "knowledge."
211072 -
211074 -      ..
211075 -     Control Fields Segment Information into Organic Subject Structure
211076 -
211077 -     Narrative can be segmented according to context based on an
211078 -     organic subject structure for objects and functions.
211079 -
211080 -     Objects are both phyical, such as a truck, an employee, a project,
211081 -     etc., and classifications of objectives like marketing, meetings,
211082 -     CPM schedule activities, etc.
211084 -      ..
211085 -     Functions are usually cost accounts for tracking activity on the
211086 -     objects of subject classification.
211088 -      ..
211089 -     Time and cost can assigned to a control field, so the process
211090 -     comprises a giant time card that associates cost and schedule with
211091 -     an explanation of what happened.
211092 -
211093 -
211094 -
211095 -
211096 -
211097 -
2111 -

SUBJECTS
Report on Meetings/Understandings
940818 CDWR in Sacramento, Progress Meeting
Policy & Procedures, Meetings, Confirm Understandings
Action Items, SDS Meeting Notes
Meeting Notes, Formal Events Omit Analysis
Shocking to Observe Complexity of
70% of Day Wasted in Meetings, Only 10% of
CDWR PG&E Project SDS Com Metrics Needed to Make Meetings Productiv
New Way of Working SDS Technology Applies Practices in Legal Analysis

4511 -
451201 -  ..
451202 - Followed up PG&E internal review at ref SDS 6 0000.
451204 -  ..
451205 - Reviewed with CDWR notes of meeting in Sacramento on Aug 18.
451206 - ref SDS 4 0000  PG&E will submit notes to CDWR per action plan on
451207 - 940829. ref SDS 6 9G6F  Discussed scheduling next general progress
451208 - meeting.
451209 -
451211 -  ..
451212 - Attendance at Aug 18 Meeting
451213 -
451214 - Bill requested a copy of the attendance list from the meeting, per the
451215 - record at ref SDS 6 0000.
451216 -
451217 - Lori will submit this to PG&E.
451218 -
451219 -     [This was received at ref SDS 9 7777 - still have questions]
451220 -
451222 -  ..
451223 - Record of Communication and Worked Performed Enable Effective Planning
451224 -
451225 - After Rod explained SDS methodology, above, ref SDS 0 9009, Lori
451226 - provided feedback to correct several understandings in the notes for
451227 - the Aug 18 meeting, ref SDS 4 RZ8G, and she requested a copy for CDWR.
451229 -  ..
451230 - Bill said that he does not fully understand SDS design and use, but
451231 - work product accomplishes communication and documentation requirements
451232 - for project management, which other methods can't meet without hiring
451233 - a lot more people.  With SDS one person tracks things and "connects
451234 - the dots" for effective coordination to get things done on time and
451235 - within budget.
451237 -  ..
451238 - Lori said this is exactly what the Department needs.
451239 -
451240 -     [On 950123 Lori explains why SDS works better than standard
451241 -     management methods. ref SDS 18 7XFC
451243 -      ..
451244 -     [On 970908 PG&E management wants to improve communication.
451245 -     ref SDS 22 8572
451247 -  ..
451248 - Lori said it was shocking to see her comments in SDS, because while
451249 - she feels pretty confident of remembering what other people say during
451250 - long meetings, she cannot remember what she says.  Lori explained that
451251 - the State does not have any business proceedures nor people assigned
451252 - to help everyone understand the story that unfolds day-to-day based on
451253 - the context of objectives, requirements and commitments. as set out in
451254 - the SDS reports.  She feels the combination of history and analysis
451255 - showing correlations and implications between what is said during
451256 - meetings and occurs on the job, in calls and correspondence, email,
451257 - fax etc., helps everyone take timely action to avoid misunderstanding,
451258 - which otherwise causes mistakes, delay and extra cost.
451259 -
451260 -     [On 941005 Lori reported CDWR distributes SDS notes of meetings to
451261 -     create common understanding among CDWR staff, has found it saves
451262 -     time. ref SDS 14 0001
451264 -      ..
451265 -     [On 941010 Bill advised Chris Snyder about progress using SDS.
451266 -     ref SDS 16 7777]
451268 -      ..
451269 -     [On 941208 Lori requested PG&E continue using SDS for the CDWR
451270 -     project even after PG&E cancelled Welch contract. ref SDS 17 1183
451272 -      ..
451273 -     [On 950123 Lori proposed that SDS be presented for colleagues at
451274 -     CDWR during meeting with PG&E; management at PG&E rejected this
451275 -     proposal. ref SDS 18 7XFC
451277 -      ..
451278 -     [On 960920 Tom Keesling at USACE made similar point about need for
451279 -     better meeting management, ref SDS 19 4261.]
451281 -      ..
451282 -     [On 970418 USACE issued scope of services, deliverables for using
451283 -     SDS to support Communication Metrics. ref SDS 21 958L
451285 -      ..
451286 -     [On 980307 Andy Grove's book "Only the Paranoid Survive" describes
451287 -     how writing copious notes improves management and earnings at
451288 -     Intel. ref SDS 23 2189]
451290 -      ..
451291 -     [On 011210 about 50 years are needed for established culture to
451292 -     adopt a new way of working to save time and money. ref SDS 29 R66K
451293 -
451294 -
451296 -  ..
451297 - Transfer Trip Equipment Requirements
451298 -
451299 - Om said that CDWR has received from Jivat the dimensions,
451300 - drawings and power requirements for PG&E's transfer trip rack,
451301 - reported on 940824, ref SDS 5 HM8G, and which were requested during
451302 - the progress meeting last week on 940818. ref SDS 4 YQ8K
451303 -
451304 -     This accomplishes Follow Up item 14 from the progress meeting on
451305 -     940818. ref SDS 4 JQ5I
451306 -
451308 -  ..
451309 - Information Management - Action Items
451310 -
451311 - Lori said it would help CDWR to receive SDS notes on the meeting today
451312 - and on future meetings with PG&E.
451313 -
451314 -      [This was followed up at ref SDS 16 line 135, and at ref SDS 15
451315 -      line 61, where SDS became standard practice for CDWR.]
451316 -
451317 -
451319 -  ..
451321 -  ..
451322 - Next Progress Meeting
451323 -
451324 - Bill said PG&E wants to schedule another progress meeting with CDWR,
451325 - after PG&E has an internal team meeting, per understandings at the Aug
451326 - 18, meeting, ref SDS 4 line 733.  Lori indicated this can occur near
451327 - the end of the month.  They will coordinate on specific date/time.
451328 -
451329 -     [This was done at ref SDS 10 line 48.]
451330 -
451332 -  ..
451333 - Clarify Understandings on Induction
451334 - Study, from Aug 18, Meeting
451335 -
451336 - Need to check with Maria Ly on the induction for touch potential under
451337 - fault conditions.  There was not a good recollection today of the
451338 - values she presented at the meeting, ref SDS 4 line 818.
451339 -
451340 -     [Got answer from Maria at ref SDS 8 line 60, and posted to the
451341 -     meeting notes for Aug 18, 1994 at ref SDS 9 line 108, and more
451342 -     detail at ref SDS 11 line 62.]
451343 -
451344 -
451345 -
451346 -
451347 -
4514 -