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: October 4, 1994 08:18 AM Tuesday; Rod Welch

Discussed SDS and continuing PG&E assignment, Sep billing.

1...Summary/Objective
2...Training
3...SDS Windows Version Faster Easier Learn and Use
4...PG&E Reports Good Results Using SDS
5...SDS is Different - Saves Time and Money
6...Like Hiring a New Executive SDS Improves Quality of Management


..............
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CONTACTS 
0201 - PG&E Proj Mngmnt Transm Sys                                                                                                                                        O-00000329 0201
020101 - Mr. Bill DeHart, PMP
020102 - Project Manager, Room 1183B-V11C
020103 - Project Management Group

SUBJECTS
Contract Terms; Period, Computer
Change Orders, Extend period and budget
Expand work on CDWR project
September 30, 1994
Billings & statements
Objectives/scope
Extend period and budget for another $10K.
Learning/Education
User Interface, Menus, Mouse, Speech

1211 -
1211 -    ..
1212 - Summary/Objective
1213 -
121301 - Follow up ref SDS 13 0000.
121302 -
121303 - Received approved CO #1, and letter of commendation on SDS.  Set
121304 - agenda for exending Welch contract and training Bill on its use.
121306 -  ..
121307 - Bill expressed appreciation for cost savings disclosed by using SDS.
121308 - ref SDS 0 8899
121309 -
121311 -  ..
1214 -
1215 -
1216 - 1030 Discussion
1217 -
121701 - Bill said the meeting with Chris to discuss CO #2, is next Monday, as
121702 - we discussed at ref SDS 13 line 87.
121704 -  ..
121705 - I will hold off on submitting a billing for Sep, until we meet with
121706 - Chris to decide on the future of SDS with PG&E.
121708 -  ..
121709 - Bill submitted CO #1 ref DRP 1 line 26, which has now been signed by
121710 - PG&E, per ref SDS 8 line 53.
121711 -
121712 -     Attached to Change Order #1, is a memo from Bill to Chris Snyder
121713 -     explaining the contribution of SDS and Welch, ref DRT 1 line 15,
121714 -     confirming discusisons at ref SDS 12 line 98 (see also below).
121715 -
121717 -  ..
121718 - Bill thinks he may want to drive to Sacramento together, so we can
121719 - consider strategies for presenting an SDS budget extension, per
121720 - ref SDS 13 line 87.
121721 -
121722 -      Later in the afternoon, we decided to drive back together to
121723 -      discuss it.  So I will drive to the meeting with Jivat as
121724 -      previously planned.
121726 -  ..
121727 - I need to draft some language for Bill to consider on this point.
121728 - Scheduled this for Thursday, 941006.
121729 -
121731 -  ..
1218 -
1219 -
1220 - 1143 Lunch
1221 -
122101 - While we waited for the CDWR schedule to plot, ref SDS 16 line 83,
122102 - went to lunch and discussed continuing SDS implementation at PG&E.
122104 -  ..
122105 - Bill said he has been able to download my records from the PG&E
122106 - network, for review at home.  I explained the need to find a way to
122107 - devote time to training, per our discussion at ref SDS 13 line 114.
122108 -
122110 -  ..
122111 - Training
122112 -
122113 - He wants to start doing more training on SDS because when he has
122114 - logged onto SDS he gets stuck conceptually, per ref SDS 13 line 123.
122115 - Bill said he has not had blocks of time to experiment with SDS as he
122116 - had hoped, because of his schedule. By the time he gets home and has
122117 - dinner, it is often 2000 - 2030, and he needs to be in bed by 2200,
122118 - in order to get up by 0550.
122120 -  ..
122121 - I offered to provide training on the weekend or in the evenings to
122122 - accomodate his schedule where he he out of the office a great deal of
122123 - the time.  He feels the best approach may be for him to stay after
122124 - work.  He has a relative in Oakland, where he could stay instead of
122125 - driving back to Antiock.
122126 -
122127 -    [Followed up at ref SDS 19 line 52.]
122128 -
122130 -  ..
122131 - SDS Windows Version Faster Easier Learn and Use
122132 -
122133 - Bill asked if we are considering making SDS a Windows application?
122134 -
122135 - He feels it would be easier for PG&E people to accept SDS on faith and
122136 - try it long enough to discover its strength, because they have faith
122137 - in Windows and Microsoft, as a result of growing public acceptance of
122138 - Windows as an effective use of technology for managers.
122140 -  ..
122141 - I explained the work Morris and I did on Sunday to begin work on a
122142 - Windows interface for SDS, ref SDS 15 3810.
122143 -
122144 -    [On 941114 Bill noted in the meeting with IBM that, ref SDS 20
122145 -    1917.]
122146 -
122147 -    [On 971105 began work to deliver "business intelligence" generated
122148 -    by SDS, to managers through Web browser technology using the
122149 -    Internet. ref SDS 27 1459]
122150 -
122151 -
122152 -
1222 -

SUBJECTS
Meeting Notes, confirm understandings
Remembering (linked records)
Management productivity & Teamwork
Executive Support, Between CDWR & PG&E
Confirm Understandings, Evaluation
Confirm understandings, avoid mistakes,
SDS/POIMS are difficult to Explain
Experience SDS/Communication Metrics Only
SDS Successful Bill's First Report to PG&E
Experience Discovered SDS Worked Differently than Expected Based on
Experience Discovered SDS Worked Differently than Expected Based on
Welch Management Method Plan Perform Report Intelligence Cycle Givin
Experience Discovered SDS Worked Differently than Expected Based on

3415 -
341601 -  ..
341602 - PG&E Reports Good Results Using SDS
341603 -
341604 - Received ref DRT 1 0001 which is a memo from Bill DeHart to Chris
341605 - Snyder, Director of Project Management in Transmission System.
341607 -  ..
341608 - Bill says SDS has "greatly improved communication with CDWR,"
341609 - ref DRT 1 0001  It is providing a clear "trail" for decisions and a
341610 - very efficient means for tracking follow-up actions.  CDWR, has found
341611 - SDS very useful and has requested that we continue its use on the
341612 - project. ref DRT 1 0001
341613 -
341614 -      [On 941010 met with Chris Snyder to review progress using SDS and
341615 -      plan change order to increase use. ref SDS 17 0000 and ref SDS 17
341616 -      7777]
341618 -  ..
341619 - We visited briefly in the afternoon, and I thanked him for the
341620 - positive comments.
341621 -
341623 -  ..
341624 - SDS is Different - Saves Time and Money
341625 - Like Hiring a New Executive SDS Improves Quality of Management
341626 -
341627 - Bill said he has been involved in most of the major efforts to improve
341628 - management at PG&E over the past 30 years, but has never seen anything
341629 - have the positive impact of SDS.
341631 -  ..
341632 - Bill feels the analysis on 940928 that discovered $100K cost savings
341633 - shows the advantage of SDS to support a broader range of management
341634 - than he originally expected. ref SDS 14 0000
341635 -
341636 -     [On 941209 analysis of SDS cost savings from avoiding mistakes
341637 -     caused by the complexity of communications which are not evident
341638 -     to managers on a day-to-day basis. see ref SDS 21 8854]
341640 -      ..
341641 -     [On 941211 example of significant savings in time and cost using
341642 -     SDS. ref SDS 22 0000]
341644 -      ..
341645 -     [On 971008 Corps of Engineers reported cost savings using SDS for
341646 -     Communication Metrics to avoid "rework". ref SDS 26 1273]
341648 -      ..
341649 -     [On 970523 cost saving potential at other organizations. see the
341650 -     record at ref SDS 25 7592]
341652 -      ..
341653 -     [On 980810 Welch Web site explains Communication Metrics saves
341654 -     money. ref SDS 28 7412]
341656 -  ..
341657 - Bill said SDS is much different from what he expected even after he
341658 - saw the demonstration on 940628, and in his discussions with Chris to
341659 - gain approval for trying SDS.  He recalled being worried it would be
341660 - necessary to enter a lot of past history and data in order for SDS to
341661 - be useful.  Bill said he has been amazed this turned out not to be
341662 - necessary, despite the initial assurances it would not have to be
341663 - done. ref SDS 2 9052.
341664 -
341665 -     [This came up again on 941010, ref SDS 18 5581, and in explaining
341666 -     SDS to IBM on 941114, ref SDS 20 3820, another example on 950427.
341667 -     ref SDS 23 9558
341669 -      ..
341670 -     [On 961101 similar experience at COE discovering Communication
341671 -     Metrics, i.e., using SDS, is different from what was expected...
341672 -     ref SDS 24 8888
341674 -      ..
341675 -     [On 001129 Bill mentioned this again. ref SDS 30 6M4J
341677 -      ..
341678 -     [On 040615 experience at aerospace company shows people need
341679 -     assistance over a period of time to get experience for discovering
341680 -     SDS supports preparing technical documents in ways that improve
341681 -     the work, which are not commonly available with other methods.
341682 -     ref SDS 31 6X5J
341684 -      ..
341685 -     [On 040915 people not aware SDS supports root cause analysis from
341686 -     reading product literature descriging support; need experience in
341687 -     order to discover scope of SDS application. ref SDS 32 Z47N
341689 -  ..
341690 - Bill feels that SDS is more like hiring a new executive than buying a
341691 - software program, because, like hiring new people, relevant history is
341692 - added to the record when needed.  The main difference between SDS and
341693 - other management improvement tools is that SDS improves a lot of
341694 - routine tasks as an integrated whole.  SDS enables doing tasks faster
341695 - so that each supports the other.  Since time is the enemy of applying
341696 - good management practices, SDS improves performance because it
341697 - empowers people to use good management practices consistently,
341698 - explained in POIMS,
341699 - the review of Stephen Covey's work. ref SDS 1 4803
341701 -  ..
341702 - The benefit of SDS is not in having a lot of history, but in being
341703 - able to create connections of cause and effect, add analysis,
341704 - organization and alignment that improves the quality of infomation for
341705 - making decisions.
341706 -
341707 -     [On 991015 same point was made. ref SDS 29 WQ8L
341708 -
341709 -
341710 -
341711 -
341712 -
341713 -
3418 -
Distribution. . . . See "CONTACTS"