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: April 28, 1995 12:08 PM Friday; Rod Welch

Visited with Jake re using SDS at Sandia Labs.

1...Summary/Objective
2...SDS Implementation Ideas
3...SDS Uses Writing to Improve Reading and Listening
4...Application Scenario Lifts Capacity to Think, Rememeber
5...Management Cycle and Continual Learning
.....Benefits - Improved Earnings; ROI
.....Lift Capacity to Think - Investing Intellectual Capital
6...Life Style Change - Empowerment
.....SDS empowers us to grow more knowledge rather than rely on hunch
.....Driving an automobile is a change in life style that leverages our
.....Farming is a change in life style to invest time planting rather
7...Need Better Communications
.....Empowerment


..............
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CONTACTS 
0201 - Sandia National Laboratories                                                                                                                                       O-00000543 0401
020101 - Mr. T. Michal Dyer; Director
020102 - Technology Transfer Program

SUBJECTS
SDS Marketing, Evaluation, Studies
Surveys

0504 -
0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 12 0000, ref SDS 9 0000.
050602 -
050603 - Met Jake at the PMI seminar on estimating IT projects, ref SDS 16
050604 - 0000.  He advised of results from meeting on doing a research project
050605 - to evaluate SDS, per ref SDS 11 0000. Jake requested more information
050606 - about using SDS and the phone numbers of Bill DeHart and Wayne Wetzel
050607 - to follow up for reference.
050608 -
050609 -
050611 -  ..
0507 -
0508 -
0509 - Discussion
0510 -   ..
051001 - Jake said they had a good discussion about doing a research
051002 - project to evaluate SDS, ref SDS 9 line 58, but determined that it may
051003 - not fit the profile of their technology transfer projects.  He is
051004 - unsure about the criteria, and so asked me to contact Mike Birnbaum
051005 - for the reasoning.
051006 -
051007 -      [Did this at ref SDS 17 line 68.]
051009 -  ..
051010 - I explained the need for research to determine the role of POIMS
051011 - technology and the subsidiary concept of "communication metrics", and
051012 - whether this can lift the capacity to think, remember and communi-
051013 - cate.
051015 -  ..
051016 - Jake seemed to indicate he plans to seek budget authority to try SDS
051017 - next year in his department.
051018 -
051019 -      [Later discussion with Mike Birnbaum indicated Jake is the best
051020 -      avenue to evaluate SDS at Sandia, ref SDS 17 line 101.]
051021 -
051022 -
051023 -
0511 -

SUBJECTS
Welch Management Method, Continual Learning
Management Cycle/Learning Cycle, Metrics
Communication Engineer/Manager
Writing, Reading, Expedited by SDS
Lift Capacity to Think, Remember,
Making more money
Productivity of Management
ROI, Return on Investment
Metrics, Measuring Understanding with
Understanding aided by Technology
Reengineer Management Com Manager Adds Intelligence to Information Im
Com Manager Deliberates Organizational Memory Different Tasks from Tr

2614 -
2615 - Summary/Objective
261601 -  ..
261602 - SDS Implementation Ideas
261603 -
261604 - During lunch Jake asked how I use SDS.
261605 -
261606 -     I suggested he contact
261607 -
261608 -         •  Bill DeHart       510 757 7976 page 503 1360
261609 -         •  Wayne Wetzel      406 444 6722
261610 -
261611 -     ...because they are better positioned to convey how SDS is used by
261612 -     someone in Jake's position, contemplating how it will impact his
261613 -     project team.
261614 -
261616 -  ..
261617 - SDS Uses Writing to Improve Reading and Listening
261618 - Application Scenario Lifts Capacity to Think, Rememeber
261619 - Management Cycle and Continual Learning
261620 -
261621 - Jake asked how I am going to use SDS to understand PMI's workshop
261622 - today, and then follow up to implement anything useful that was
261623 - presented? ref SDS 16 0440.
261624 -
261625 -        [On 980307 reviewed Andy Grove's book "Only the Paranoid
261626 -        Survive" describes value of managers taking "copious notes."
261627 -        ref SDS 23 3101]
261629 -      ..
261630 -     I explained that, when I get home, I am going to use Covey's ideas
261631 -     reviewed on 921205 about listening, by measuring my understanding,
261632 -     ref SDS 1 1558, I will write down, organize and link up, what
261633 -     transpired today, with:
261634 -
261635 -       •  <T443 My objectives in attending the conference from the
261636 -          agenda in the scheduled task, the SDS "Plan."
261637 -
261638 -       •  Understandings from prior events at which information and
261639 -          ideas were developed on the points made today, i.e., I will
261640 -          relate what was presented today, with my experience.
261641 -
261642 -       •  Organizational objectives from the subject index, i.e.,
261643 -          assign "meaning" that permits associating and evaluating
261644 -          prior associations of information.
261645 -
261647 -      ..
261648 -     My goal is to:
261649 -
261650 -       •  Integrate new information by connecting it up and aligning
261651 -          with prior knowledge.
261652 -
261653 -       •  <T460 Discover if anything adds to or conflicts with what is
261654 -          already known and so warrants further consideration, i.e.,
261655 -          grow my knowledge.
261656 -
261657 -       •  Plan and follow up -- schedule actions warranted by new
261658 -          commitments, opportunities, knowledge or questions that need
261659 -          investigation, and link them to the source so that when the
261660 -          work is performed, the needed background and source material
261661 -          is instantly available.  This "scheduling" and linking
261662 -          function takes from 1 second to possibly a few minutes if
261663 -          there are any custom links to create.
261664 -
261666 -     ..
261667 -    See later review of ISO 10006 on Continual Learning, ref SDS 19
261668 -    2846.
261670 -      ..
261671 -     Benefits - Improved Earnings; ROI
261672 -     Lift Capacity to Think - Investing Intellectual Capital
261673 -
261674 -     Most attendees to events like today can only the remember the gist
261675 -     of communiation that applies about 1% - 2% of what is presented
261676 -     because they do not have a ready way to analyse, integrate and
261677 -     schedule follow up.  This is not much ROI on a day away from the
261678 -     office.  Using SDS in the way it is intended can raise this ROI by
261679 -     a factor of 10 - 20.  Depending upon the number of people who
261680 -     attend from a particular organization, this is a big improvement.
261681 -     That is why Bill DeHart reported SDS improved management at PG&E
261682 -     better than anything they tried in the past 30 years, ref DRP 1
261683 -     line 25.
261684 -
261685 -         [On 000307 Henry van Eykan noted that people remember the gist
261686 -         of 5% - 10% of what they read in a book. ref SDS 27 1122
261688 -          ..
261689 -         [On 000926 Henry submits research showing people only
261690 -         remember the gist of things.
261691 -
261692 -
261693 -
261694 -
261695 -
261696 -
2617 -

SUBJECTS
Quantum Leap, Farming - Investing Saves Time
Time - Too Busy Being Busy
Cost/Benefit, Fear, Faith
Conflict with Existing Methods
Empowerment to Create New Knowledge
Automobile Leverages Muscles; Computer
Farming model for Investing, Paradigm Shifts
Managers Talk Not use Computer for Writing
Quantum Leap Needs Ambassadors of Change,
Farming model for Investing

4512 -
451301 -  ..
451302 - Life Style Change - Empowerment
451303 -
451304 - Jake asked if using SDS entails a change in life style, follow up his
451305 - concerns last year on 940706. ref SDS 2 0001
451306 -
451307 -     SDS empowers us to grow more knowledge rather than rely on hunch
451308 -     and hope, guess and gossip.
451309 -
451310 -     "Writing" is a change in life style that improves our ability to
451311 -     think, remember, and communicate by capturing, organizing and
451312 -     linking, so we can use information effectively.  Even today we can
451313 -     still visit places on the planet where "writing" is not a life
451314 -     style standard to see the benefits from this change. SDS magnifies
451315 -     the benefits of writing, and it integrates information with time.
451316 -     These dynamics improve personal and organizational effectiveness,
451317 -     and so are a significant life style change, as reported by PG&E,
451318 -     ref DRP 1 line 25.
451319 -
451321 -      ..
451322 -     Driving an automobile is a change in life style that leverages our
451323 -     ability to carry groceries from the store farther and faster.
451324 -
451325 -         [On 960304 used analogy of leveraging human strength with an
451326 -         automobile to show advantage of SDS, in analysing article on
451327 -         chip industry, ref SDS 20 8583
451329 -          ..
451330 -         [On 960421 leveraging power of microcosm explained in proposal
451331 -         to Intel. ref SDS 21 5822
451333 -  ..
451334 - Expanding on analysis from meeting on 950426, ref SDS 14 4404, to
451335 - improve executive training...
451336 -
451338 -      ..
451339 -     Farming is a change in life style to invest time planting rather
451340 -     than grabbing whatever pops up on the landscape, commonly
451341 -     called....
451342 -
451343 -                   •  foraging
451344 -                   •  grazing
451345 -                   •  hunting/gathering
451346 -                   •  stealing and plundering
451348 -      ..
451349 -     Like SDS, rewards from farming are deferred. i.e., cultivating the
451350 -     land seems to take a lot more time than if people just take what
451351 -     they want from the land or from others.  But it turns out
451352 -     paradoxically that investing time in farming gives everyone more
451353 -     time to attend conferences, hold meetings, make phone calls, send
451354 -     email and look at Powerpoint pictures than if that time was not
451355 -     invested, as seen from analysis on 950426, ref SDS 14 4404 and
451356 -     yesterday, on 950427. ref SDS 15 T37F  SDS applies the farming
451357 -     model of investing to give everyone more time by using technology
451358 -     to leverage intelligence that converts mere information into
451359 -     useful knowledge.
451360 -
451361 -         [On 960423 developed life style changes as changing major
451362 -         paradigms like changing from horses to tractors. ref SDS 22
451363 -         0001
451365 -          ..
451366 -         [On 990527 strong cultural forces resist converting
451367 -         information into knowledge, under hunter/gather perspective to
451368 -         forage for immediate benefits. ref SDS 24 1233
451370 -          ..
451371 -         [On 991217 KMCI event explained civilization shows benefits
451372 -         of strategy to invest intellectual captial to grow knowledge.
451373 -         ref SDS 25 0320
451375 -          ..
451376 -         [On 000227 cited farming analogy for Colloquium at Stanford
451377 -         on frustrations for time needed to change paradigm.
451378 -         ref SDS 26 4934
451380 -          ..
451381 -         [On 000315 farming analogy on same point. ref SDS 28 7426
451383 -          ..
451384 -         [On 000604 Garden of Eden posits people grazing contentedly
451385 -         on bountiful land, today; executives gorge themselves on
451386 -         endless information. ref SDS 29 5893
451388 -          ..
451389 -         [On 001102 submitted letter on investing intellectual capital
451390 -         based on farming model to project developing knowledge
451391 -         management capability. ref SDS 30 FG6O
451393 -          ..
451394 -         [On 060905 farming analogy distinguishes manual processing
451395 -         from artificial intelligence, where SDS leverages mental
451396 -         strength for growing a garden of knowledge, like equipment
451397 -         leverages physical strength to enable a farmer to raise a lot
451398 -         of crops. ref SDS 31 UV5L
451400 -      ..
451401 -     SDS support for continual learning changes the common "management"
451402 -     life style from a nomadic hunter/gatherer strategy of daily
451403 -     foraging on information, into a model of proactive investing
451404 -     intellectual capital that continually grows new knowledge and
451405 -     ideas. ref SDS 14 4404   We invest a little in our "bank" of
451406 -     knowledge each day, and soon a rich harvest of progress rises on
451407 -     the landscape from compounding intellectual capital.
451409 -      ..
451410 -     Since SDS is the first tool to leverage mental capacity, people
451411 -     have more difficulty visualizing the benefits of technology for
451412 -     growing knowledge that yields deferred rewards, than understanding
451413 -     the value of tools like telephones, pictures and email that bring
451414 -     information for immediate use.  People can see, hear, smell and
451415 -     feel information through the biological senses.  Knolwedge comes
451416 -     from making mental connections in the subconscious over time that
451417 -     link information into chronologies of cause and effect that guide
451418 -     action.  We never "see" or "hear" knowledge, because it is a
451419 -     biological process. Therefore the words, sentences and paragraphs
451420 -     explaining knowledge are not readily available to explain it to
451421 -     ourselves or our bosses.  We can only look at where it is has been
451422 -     tried and say it works.  We can break it down into components, but
451423 -     SDS is more powerful than the sum of its parts. That power is the
451424 -     synergy derived from automated integration of sound management
451425 -     practices, explained in the POIMS paper, ref OF 1 line 23.
451427 -      ..
451428 -     The aim in approaching Sandia Labs is to find a way to give them
451429 -     the experience of SDS, so they can make an informed judgement like
451430 -     Bill DeHart did at PG&E and Wayne Wetzel at DNRC.
451431 -
451432 -
451434 -  ..
451435 - Jake asked for Bill's home number, and Wayne Wetzel's number at DNRC,
451436 - so he can discuss their experience.  I booted up SDS, and got their
451437 - numbers from the Contacts.
451438 -
451439 -
451440 -
4515 -

SUBJECTS
Communication Skills
Empowerment
Truth is a Moving Target
Communication Main Factor Management Productivity Success 90% of Time

4906 -
490701 -  ..
490702 - Need Better Communications
490703 -
490704 - I asked Jake about his impressions of Joel Koppleman's discussion of
490705 - Magic Dates during the PMI meeting on 950412? ref SDS 11 3920
490706 -
490707 - Jake had earlier asked Gopal Kapur about the impact on accuracy of
490708 - estimating high tech engineering projects in light of the problems
490709 - getting the "truth" from daily communications, which Joel explained on
490710 - 950412. ref SDS 11 4543
490712 -  ..
490713 - Gopal indicated communication is the weak link in daily management,
490714 - because there often is not enough time for everyone to understand with
490715 - shared meaning, and this causes a lot of problems with people work in
490716 - conflicting ways.  Since communication takes up most of time in daily
490717 - work, Gopal indicated this is a big opportunity to improve
490718 - productivity, if a way can be found to improve communication.
490719 - ..
490720 - Jake recalled feeling there was something lacking in Joel's
490721 - solution of "hiring employees who tell the truth." ref SDS 11 4543
490723 -      ..
490724 -     Empowerment
490725 -
490726 -     This goes to the Jake's question about life style changes.  We
490727 -     cannot change people to buck the pressures of deadlines and
490728 -     hierarchy.  We can, however, empower them to do a better job so
490729 -     they can meet deadlines and as a result will not face the pressure
490730 -     to cover up bad news. That may be a life style change worth
490731 -     making.
490732 -
490733 -
490734 -
490735 -
490736 -
490737 -
4908 -

SUBJECTS
PMI, Senior Council

5003 -
5004 - Summary/Objective
500501 -  ..
500502 - Think I mentioned to Jake discussions with Rosanne Sykes and others
500503 - the idea of a Senior Board, or Council to ensure involvement of senior
500504 - PMI members in our chapter.
500506 -  ..
500507 - Need to follow up to get his ideas on this per ref SDS 13 line 89.
500508 -
500509 -
500510 -
5006 -
Distribution. . . . See "CONTACTS"