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: June 26, 1995 12:01 PM Monday; Rod Welch

Improved Action Item system integrated with Subjects.

1...Summary/Objective
2...Goals to Improve Management of Action Items
.....Action Item Definition
3...Knowledge Management Dilemma Balance Summary and Details
4...SDS Control Field Concerns
5...Requirements
6...People want to know the status of Action Items from major meetings or
7...Action Items & Agendas
8...Problems of Prior System
9...SDS Limitation
10...Solution - Avoid Duplicate Listing
11...New Approach Uses Subject Context for Primary Control
12...Want to avoid Subjects for Action Items, and instead simply track
13...This is the POIMS concept of accomplishing organizational needs as a
14...Controlled Visibility
15...Function Index for Action Items
......Note
....Management Functions 0102 Action Items
16...Procedure
........................01020100
........................01020101
...................01020100 or 01020101
..........................01020100
17...Implementation & Evaluation
18...Morris Proposes Ideas on Action Item System
....Authority - Morris wants separate AI Program without Context
........Traditional Reporting Fails
........Context Needs Summary for Perspective to Absorb Details
........Linking Summary to Details Manages, Rather Than Hides, Context
........Controlled Visibility Path to Deeper Levels of Context
........A.major challenge in all of human affairs is deciding the level
....Priority
19...At this time I am not going to worry about priority and authority. The
20...We need a way to assemble the actual lines in the record that describe


..............
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CONTACTS 
0201 - Chips & Tech.                                                                                                                                                      O-00000039 0201
020101 - Mr. Morris E. Jones
020102 - Vice President
020103 - Advanced Products

SUBJECTS
Subjects, Action Items
Information Management, Meetings
Communications & Communication Metrics
Information Organization & Maintenance
Writing & Subject Indexing, 910418, 930118
Action Items, Controlled Visibility
Correlation to accepted practice and
Organize Complexity of Life/Management
Knowledge Management Dilemma Balance Summary and Details
Details Hidden by Summary, But Hide Perspective
Action Items in Subject Report, 06112

3413 -
3413 -    ..
3414 - Summary/Objective
3415 -
341501 - Follow up ref SDS 18 0000, ref SDS 10 0000.
341502 -
341503 - Used work for PMI Subject Index performed today, to extend development
341504 - of Action Item management, integrated with Subject Index, initially
341505 - created for the PG&E assignment on 940830. ref SDS 10  Used ideas from
341506 - discussion with Jeff at Seawest Company on 950621. ref SDS 17 8449.
341508 -  ..
341509 - This record considers ways to automate aspects of Action Items using
341510 - the Subject Index and SDS subject reporting, which is a complex craft,
341511 - per report in Byte at ref SDS 4 5584. Today, the work is to improve
341512 - the procedures used on the PG&E project on 940830. ref SDS 10 7864
341514 -  ..
341515 - Developed concepts and design considerations; began implementation in
341516 - another record today. ref SDS 18 0001
341517 -
341518 -     [On 950627 see "evaluation" for overview at ref SDS 19 9750.]
341519 -
341520 -     [On 950703 turned out we needed two new menu functions to apply
341521 -     the citation feature, ref SDS 22]
341523 -      ..
341524 -     [On 951126 used Special Control Field to manage Action Items in a
341525 -     record segment. ref SDS 28 0001
341527 -      ..
341528 -     [On 951209 system was improved and expanded. ref SDS 29 0001
341529 -
341531 -  ..
3416 -
3417 -
3418 - Progress
3419 -
341901 - Goals to Improve Management of Action Items
341902 -
341903 - Worked today on SDS record for PMI meeting on 950612, ref SDS 16 0001,
341904 - to apply ideas on 940830 from PG&E contract where each meeting was
341905 - segmented by agenda items. ref SDS 10 7864   The work today considers
341906 - how to set up a SI for PMI that applies the experience from PG&E on
341907 - the CDWR and Gold Hills projects, particularly with respect to "Action
341908 - Items" that expand span of attention for getting things done
341909 - correctly, on time and within budget.
341911 -      ..
341912 -     Action Item Definition
341913 -
341914 -     An "Action Item" mainly tracks understandings and/or commitments
341915 -     for specific individuals to take action needed to accomplish a
341916 -     larger body of work identified by a Control System, such as a CPM
341917 -     activity, the SDS Subject Index, list of goals and/or objectives,
341918 -     a meeting agenda item, etc. (see also "Requirements" below,
341919 -     ref SDS 0 6301)
341921 -      ..
341922 -     See example of Action Item system reported on 941012.
341923 -     ref SDS 11 4881.
341924 -
341926 -  ..
341927 - Knowledge Management Dilemma Balance Summary and Details
341928 -
341929 - There are two competing considerations re the Subject Index:
341930 -
341931 -  •  Managing and using organic subject structure needs to be fast and
341932 -     easy to use in order to enhance the chance that it will be applied
341933 -     regularly.  If people don't use it, no benefit can be realized.
341934 -     This goal is frustrated by a complicated structure that takes time
341935 -     to understand and apply.
341937 -      ..
341938 -  •  The world is complex, and the practice of management is becoming
341939 -     more so due to the Information Highway of more meetings, calls,
341940 -     documents and regulations, as noted by Peter Drucker, reviewed on
341941 -     931130. ref SDS 8 1855  On 890523 the challenge of organizing an
341942 -     effective record with organic structure was reviewed. ref SDS 1
341943 -     SQ5L The SDS solution is to strike a simple balance between
341944 -     summary and detail that is fast and easy to implement.
341946 -  ..
341947 - Balancing summary and detail is a knowledge management dilemma, set
341948 - out in POIMS. ref OF 1 8774
341949 -
341950 -         [On 960322 subject index also helps balance summary for
341951 -         perspective on the "big picture," with command and control of
341952 -         details in the microcosm for getting things done. ref SDS 30
341953 -         7749
341955 -  ..
341956 - Success requires "understanding" complex relationships, i.e., context;
341957 - so, we don't want details to overwhelm the conscious span of
341958 - attention, which requires perspective, and we, also, don't want
341959 - summary (i.e., perspective) to hide or mask the need for careful
341960 - analysis by over simplifying reality, see also below under "Controlled
341961 - Visibility." see, ref SDS 0 1337
341962 -
341963 -        [On 970116 discussed with Morris. ref SDS 34 1732.]
341965 -         ..
341966 -        [On 000524 Paul Fernhout developed information storage
341967 -        architecture that is fast and flexible in storing records.
341968 -        ref SDS 35 1972
341970 -  ..
341971 - The Subject Index can meet these objectives by managing complexity
341972 - through an...
341973 -
341974 -                          organic structure
341975 -
341976 - ...based on hierarchical and relational methods, similar to Work
341977 - Breakdown Structure (WBS) practices.
341979 -  ..
341980 - This design enables complexity to be understood and applied as an
341981 - asset rather than a liability, per analysis on 930326. ref SDS 6 3345
341982 - Supressing complexity through sole reliance on summary, causes
341983 - mistakes under "Murphy's Law." ref OF 1 1102, which was reviewed at
341984 - the Asilomar Conference on 940612. ref SDS 9 5882
341986 -  ..
341987 - I would like to have in the Subject Index an entry for each Action
341988 - item, but this amounts to a lot of additional work in creating the
341989 - record, and greatly increases the size of the Subject Index. Since we
341990 - are defining "Action Items" above as a lower level of detail, it makes
341991 - sense not to include them in the SI.
341992 -
341993 -      [See later analysis of Internet directories, ref SDS 33 5555.]
341995 -       ..
341996 -      [On 970116 discussed with Morris. ref SDS 34 3109.]
341997 -
341999 -  ..
342000 - SDS Control Field Concerns
342001 -
342002 - A physical restraint on the complexity of the SI is keeping the
342003 - subject string on the screen, rather than have it run off the right
342004 - edge.  This can be solved in part, if we adopt a different SDS design
342005 - of making the SI a separate line number field, so it starts in column
342006 - 10 instead of column 53.  Of course in SDS, since we use codes, our
342007 - subject strings are much shorter than other systems that spell out
342008 - the entire description of a subject.
342010 -  ..
342011 - The need for "deep leveled" subjects arises from the advantage of
342012 - tracking information by its organic level.  In this case it seems
342013 - useful to use a main project heading of "communication" because that
342014 - is a fundamental function of Project Management, like Controls, Scope,
342015 - Planning, and so on.  Within Communication, it seems helpful to track
342016 - Meetings like at PG&E
342018 -  ..
342019 - For now will not re-design control field.  Will use existing
342020 - structure.
342021 -
342023 -  ..
342024 - Requirements
342025 -
342026 - The Subject Index "Communication" account covers the procedures which
342027 - are the "Communication Management" stuff mentioned in the PMBOK
342028 - Section 10; and it also has specific elements like meetings, calls,
342029 - reports and action items that require "connections" to create the
342030 - "understanding" and follow up, per definition of Communication Metrics
342031 - on 950327. ref SDS 13 0000.
342032 -
342034 -  ..
342035 - People want to know the status of Action Items from major meetings or
342036 - as listed in reports.
342037 -
342038 -     It seems useful to keep track of meetings according to the agenda
342039 -     for the meeting, since it reflects the context and mental maps of
342040 -     attendees.
342042 -      ..
342043 -     This will reduce SI complexity by eliminating separate subjects
342044 -     for Action Items (this idea comes from the PG&E experience where
342045 -     we tracked Action Items and Agenda Items separately - see below).
342046 -
342048 -  ..
342049 - Tracking particular meetings, reports, and Action Items will occur,
342050 - plus the relationships between them and other "Subjects" like
342051 - Initiating, Feasibility, Risk, Planning, Controls, Resources, etc.
342053 -  ..
342054 - Action Items can be also be generated outside of meetings, but this is
342055 - the source of greatest felt need, because most of the world still does
342056 - not have SDS which is aimed entirely at tracking Action Items.
342057 -
342058 -     [See follow up on how it turned out at ref SDS 19 0000.]
342059 -
342061 -  ..
342062 - Action Items & Agendas
342063 -
342064 - At PG&E I tracked Action Items separately from meeting Agenda items,
342065 - (see record on 940830, ref SDS 10 0880)  This now seems incorrect, at
342066 - least with respect to the goal of not proliferating and complicating
342067 - the SI.  Creating a separate subject for every Action Item greatly
342068 - increases the data entry in the SI which in turn takes time to perform
342069 - and maintain.
342071 -  ..
342072 - To meet the requirement of quickly determining pending Action Items
342073 - and their status, we will associate Action Items by SI catagory and
342074 - flag them with the SDS highlight function.  This will reduce coding
342075 - and the learning curve, since these elements already exist in SDS.
342076 - May also need reports on when an Action Item is completed.
342078 -  ..
342079 - This will permit assembling Action Items in Summary for meeting notes,
342080 - and will show the line numbers where the Actions occur in the record.
342081 -
342082 -      [This was accomplished at ref SDS 19 0000.]
342083 -
342085 -  ..
342086 - Problems of Prior System
342087 -
342088 - Action Items were summarized in the notes of meetings on the PG&E
342089 - assignment per analysis at ref SDS 10 0880, but it made reports longer
342090 - by adding a summary at the top of the record, in addition to setting
342091 - out the details and context of origination under the appropriate
342092 - subject.  This method met the objective of "communication" by ensuring
342093 - "understanding," ref SDS 13 7777, but it took time to create and time
342094 - to maintain, and it invited errors because duplicate listing of Action
342095 - Items, meant follow up had to be posted in two places, and when this
342096 - was done in the Summary listing, it changed all of the citations to
342097 - the record.
342098 -
342100 -  ..
342101 - SDS Limitation
342102 -
342103 - If we continue to list Action Items twice in a single SDS record, once
342104 - in the body context and again in a Summary, then we need a way to
342105 - create internal links within a single SDS record, so a summary list
342106 - can point to its place of origin elsewhere in the record.
342108 -  ..
342109 - I had this at one time, and then removed the feature because we never
342110 - encountered a situation, scenario or use case where the application
342111 - was actually applied, i.e., it was not useful based on the record it
342112 - was not used.  Now we don't have enough code space in the compiler for
342113 - e.exe to create this feature, because other stuff has replaced it.
342114 -
342116 -  ..
342117 - Solution - Avoid Duplicate Listing
342118 -
342119 - This new system will generate the Action Item summary automatically
342120 - from the detail of the SDS record for each subject.  This eliminates
342121 - the duplicate listing in the Summary of the former system, and so
342122 - saves time to assemble and maintain, and will not disturb citations
342123 - into the record.
342124 -
342126 -  ..
342127 - New Approach Uses Subject Context for Primary Control
342128 -
342129 - Consideration of action items began earlier today during development
342130 - of a Subject Index on Communication for the PMI account, reported on
342131 - 950626. ref SDS 18 0001  I needed to figure out how to structure the
342132 - SI so that there is a correlation between a Meeting Agenda and any
342133 - Action Items that might arise from an Agenda item.
342134 -
342136 -  ..
342137 - Want to avoid Subjects for Action Items, and instead simply track
342138 - actions based on subjects.
342140 -  ..
342141 - Separate Subjects for Action Items were used at PG&E.  This was hard
342142 - to implement because more time and attention is required to track
342143 - Action Items and Agenda items separately.  In that case, extra time
342144 - was invested to experiment on discovering an effective system.  Since
342145 - the system proved to be successful, I want to combine these steps so
342146 - there is less to think about and fewer steps to perform.  The goal is
342147 - to save time and reduce potential error, which in turn saves more
342148 - time.
342149 -
342151 -  ..
342152 - This is the POIMS concept of accomplishing organizational needs as a
342153 - by-product of doing personal work, ref OF 1 0858.
342155 -  ..
342156 - One approach would be to identify each Action Item as a sub-element of
342157 - a meeting Agenda.  This would let an SDS record for a meeting start
342158 - out with a set of subjects for the agenda.  Every meeting has an
342159 - agenda, stated or otherwise.  After the meeting occurs, we could
342160 - append to the Agenda SI item, a uniqueness identifier for any Action
342161 - that arises for that subject.
342163 -  ..
342164 - Turns out to be more practical to avoid the uniqueness identifier
342165 - method because it is an extra step after having figured out and
342166 - explained an Action Item.  Once the decision making process occurs,
342167 - SDS will make it simple to assemble a Summary of what has been
342168 - decided, without adding to the Subject Index.  Instead, rely solely on
342169 - the context of the record captured for each Agenda Item to show any
342170 - Action Items that were established.  This is supplemented by the SDS
342171 - Highlight function, which will serve to select particular contextual
342172 - lines as a summary description of the Action Item for reporting
342173 - purposes.
342174 -
342176 -  ..
342177 - Controlled Visibility
342178 -
342179 - This work began to track Action Items on major meetings, but can be
342180 - applied to any SDS record, say a phone call, or any task, like this
342181 - one of creating a new business system.
342183 -  ..
342184 - Need for controlled visibility is explained above. ref SDS 0 2882
342185 -
342186 -      The follow up produced a new SDS record function to assemble
342187 -      Action Items for a single record, ref SDS 20 8562, and another
342188 -      function for a Summary of subjects in an SDS record, ref SDS 21
342189 -      The single record Action Item list supplements the Subject Report
342190 -      version.  It and the Summary of Subjects, offer a faster way to
342191 -      find a part of an SDS record to use for a citation reference.
342193 -       ..
342194 -      [On 970116 discussed with Morris. ref SDS 34 1732.]
342195 -
342197 -  ..
342198 - Function Index for Action Items
342199 -
342200 - To avoid making another Subject Index for Action Items, we will create
342201 - a new class of Management Functions as follows:
342202 -
342203 -      Note
342204 -      ----
342205 -      I thought about using the "Controls" function in section 13 but
342206 -      Action Items are more closely aligned with "managing" in a
342207 -      general way.
342208 -
342210 -     ..
342211 -    Management Functions 0102 Action Items
342212 -
342213 -    010201   Plan              Original entry
342214 -    01020100       Pending  (see "Procedure" below)
342215 -    01020101       Complete
342216 -    010202   Perform           Work done on action item
342217 -    010203   Report            Report on action item
342218 -    010204   Complete          Final entry
342220 -               ..
342221 -           •  Need to automatically change the Function Code from an
342222 -              "initiate" status to a "work" status when a new follow up
342223 -              task is created, so that each Action Item has only a
342224 -              single point of origination.
342225 -
342226 -                  [Did this at ref SDS 20 0660.]
342228 -               ..
342229 -           •  Note that there can be records of work on a completed
342230 -              action item after it is reported as complete.
342232 -               ..
342233 -              We just want a simple way to enter in the record when it
342234 -              appears that an action is complete.  This will also be
342235 -              shown by the SDS linking tools.  The status of Pending
342236 -              and Complete on the original entry will further indicate
342237 -              this.
342239 -               ..
342240 -           •  We will have to manually change the Function code in the
342241 -              original entry of an Action item from ....00 to ...01.
342242 -              This requires going back and changing the Function code
342243 -              of the orginial entry from pending to non-pending when
342244 -              the task occurs that results in flagging an Action Item
342245 -              as complete
342247 -               ..
342248 -           •  We can assemble a report on all action items entered for
342249 -              the first time by capturing at the 010201 code level.
342250 -              This requires modifying SDS macro 061123 so it does not
342251 -              use a fixed length of the entire Function code field.
342252 -
342253 -                [Did this at ref SDS 19 line 39 for Subject reports,
342254 -                and at ref SDS 20 line 108.
342255 -
342256 -
342257 -
342259 -  ..
342260 - Procedure
342261 -
342262 - Let's make "Pending" be "00" at the end of the string, thus:
342263 -
342264 -                        01020100
342265 -                              --
342267 -  ..
342268 - When we change it to "01" the status will be "not pending."
342269 -
342270 -                        01020101
342271 -                              --
342272 -
342274 -  ..
342275 - This change is only a one-time event in the life of each action item.
342276 - ..
342277 - We will adopt a somewhat curious approach of selecting from the
342278 - SI the following to get all Action Items;
342279 -
342280 -                        010201.....
342282 -  ..
342283 - The SDS code will then select from the SDS diary data base all
342284 - records that have;
342285 -
342286 -                   01020100 or 01020101
342287 -                         --          --
342289 -  ..
342290 - To get only PENDING Action Items, we will select from the SI:
342291 -
342292 -                          01020100
342293 -                                --
342294 -      ..
342295 -      There is NEVER an occassion to select on 01020101.  It is
342296 -      just a way to avoid getting non-pending Action Items when we
342297 -      select 01020100.
342298 -
342299 -
342300 -         [Had to modigy this approach, essentially eliminating the
342301 -         distinction between Pending and non-Pending described above,
342302 -         per ref SDS 27 line 52.]
342303 -
342305 -  ..
342306 - Implementation & Evaluation
342307 -
342308 - This seems to permit assigning Action Items to any subject whether it
342309 - is a meeting or not.
342310 -
342311 - However our primary target is Action Items from major meetings.
342313 -  ..
342314 - Meeting "Agenda Items" can have associated Action Items.
342315 -
342316 -     The User has the option of creating specific Action Items in the
342317 -     SI under an Agenda Item, or simply tracking it using the Agenda
342318 -     description.  The latter is adequate if there is only a single
342319 -     action for an Agenda Item, but if there are several or if there is
342320 -     a major Action Item, it can be worthwhile to give it more
342321 -     visibility with a unique SI description.
342322 -     ..
342323 -     Typically, "major Action Items" are identified in a variety
342324 -     of other ways throughout the SI, for example in the Schedule or
342325 -     Budget.
342326 -
342328 -  ..
342329 - This accomplishes the objective of avoiding proliferation of SI codes
342330 - as began to occur on the CDWR job, ref SDS 10 line 108.
342331 -
342332 -
342333 -
342334 -
342335 -
3424 -

SUBJECTS
Morris Ideas on Action Item System
Major Revision to Concept and Implementation
Action Items Ideas for SDS System

3905 -
3906 - 2127
390701 -  ..
390702 - Morris Proposes Ideas on Action Item System
390703 -
390704 - Called Morris.  He feels the following two issues should be considered
390705 - (discussed a week later in another context, ref SDS 23 5839):
390706 -
390707 -         •  Authority
390708 -         •  Priority, ref SDS 0 0510
390710 -               ..
390711 -              [On 950710 article on this subject. ref SDS 25 0001]
390712 -
390714 -     ..
390715 -    Authority - Morris wants separate AI Program without Context
390716 -
390717 -    Morris wants to track authority and responsibility passed to
390718 -    accomplish the actual work.  Often from the date of inception
390719 -    several people will be assigned portions of work to accomplish an
390720 -    agreed action item.
390722 -     ..
390723 -    He would like a report that shows who asked whom to do what and
390724 -    when they will do it.
390725 -
390726 -        SDS tracks this using the Subject Index and other control
390727 -        criteria.
390729 -         ..
390730 -        Morris wants Action Item support in a separate report, without
390731 -        the context in SDS records, so people don't have to learn and
390732 -        use SDS to accomplish the objective.  He recalled SDS was hard
390733 -        to learn, reported on 920215. ref SDS 5 5820
390735 -         ..
390736 -        We reviewed difficulties caused by error setting responsibility
390737 -        without context.  Delegation requires context to understand and
390738 -        follow up on performing the work, which requires effective
390739 -        "listening," noted by Morris on 890809. ref SDS 3 CJ9J
390740 -
390741 -            [On 010720 Morris is using a Microsoft program to manage
390742 -            action items. ref SDS 36 0001
390743 -
390745 -         ..
390746 -        Traditional Reporting Fails
390747 -
390748 -        I commented that simply providing a TQM report screen would be
390749 -        a lot of busy work that takes time to fill out.  People will
390750 -        ignore it or learn to "work the system."  The system Morris
390751 -        envisions would require everyone to use it in order for anyone
390752 -        to benefit.  People will complain about it, and time will be
390753 -        lost when reports are outdated, incorrect and/or misleading.
390755 -         ..
390756 -        On the other hand, a key objective of this entire exercise is
390757 -        to be able to answer the question:
390758 -
390759 -                    What are the pending Action Items?
390760 -
390762 -         ..
390763 -        Context Needs Summary for Perspective to Absorb Details
390764 -        Linking Summary to Details Manages, Rather Than Hides, Context
390765 -        Controlled Visibility Path to Deeper Levels of Context
390766 -
390767 -        Summary should not hide context of cause and effect provided by
390768 -        details, and context should not mask perspective which is the
390769 -        goal of summary, as stated above. ref SDS 0 2882
390771 -         ..
390772 -        We want to dig out of the details an adequate representative
390773 -        summary in order to work efficiently, yet be able to instantly
390774 -        step back into the details to verify context of cause and
390775 -        effect when needed to make correct decisions.
390776 -
390777 -             [On 960326 discussed connecting summary to details in a
390778 -             meeting with Intel, ref SDS 31 9008,
390780 -              ..
390781 -             [On 960410 described Power of Microcosm in meeting with
390782 -             General Hatch. ref SDS 32 0400]
390784 -              ..
390785 -             [On 970116 discussed with Morris. ref SDS 34 3109.]
390787 -         ..
390788 -        Communication Metrics holds that you cannot rely on a computer
390789 -        report to show who is actually doing the work. You have to talk
390790 -        to the person about their understanding of scope, deliverable,
390791 -        time, quality and so on, that cannot be adequately represented
390792 -        in a computer screen.  Someone describes work as "xyz," someone
390793 -        else calls it "xyw" and you think of it as "xwv," per
390794 -        considerations for risk management on 960322. ref SDS 30 7749
390795 -
390796 -             [On 970116 Morris seems to call this "fractionalized
390797 -             subjects. ref SDS 34 1732]
390799 -         ..
390800 -        SDS seems to help solve this problem by showing the person's
390801 -        thinking.  However, you, also, have to check the actual work
390802 -        from time to time to ensure that what seemed like an
390803 -        understanding is supported by action.  SDS supports both of
390804 -        these requirements by enabling the manager to quickly see what
390805 -        is pending, they can open the SDS record to see who was
390806 -        assigned, and they can check that person's SDS Schedule and
390807 -        Diary to see what, if any, work has been done, what is schedule
390808 -        and what problems have been encountered.
390809 -        ..
390810 -        These steps are necessary whether the Action Item is
390811 -        being done by Tom across the hall to plan a Christmas Party, or
390812 -        for Hans to build a generator in Germany.
390814 -  ..
390815 -
390816 -        A major challenge in all of human affairs is deciding the level
390817 -        of detail to identify and track.  Existence is organic and so
390818 -        it is always possible to break down a task into smaller parts
390819 -        of work and responsibility.  The question becomes what level of
390820 -        detail needs to be tracked in order to get things done, as well
390821 -        as to determine who did what, when and with what result. Indeed
390822 -        this is the purpose of SDS.
390824 -     ..
390825 -    Priority
390826 -
390827 -    Morris wants a way to assign a priority level to an action item so
390828 -    if a higher priority action comes in, all other action items are
390829 -    pushed back.
390830 -
390831 -           [On 950710 article on this subject. ref SDS 25 0001]
390833 -         ..
390834 -        I explained my concern about using automation to exercise
390835 -        judgement.
390837 -         ..
390838 -        People can look at their Schedule and if it shows everything
390839 -        that needs to be done, then the assigned dates of action set
390840 -        the priority.
390842 -     ..
390843 -    [See later review of managing priority at ref SDS 25 line 58.  The
390844 -    main problem is organizational drift, later applied to the NWO
390845 -    paper, ref SDS 26 line 49.  Not keeping on course is the problem
390846 -    Morris feels SDS solves, illustrated by a Project Manager sitting
390847 -    on an arrowhead being blown off course by cross winds, ref SDS 12
390848 -    line 222.]
390849 -    ..
390850 -    The drift problem comes from not being able to identify real
390851 -    priority when daily crisis come and go.  SDS solves this.
390853 -  ..
3909 -
3910 -
3911 - Analysis
3913 -    ..
3914 -
391401 - At this time I am not going to worry about priority and authority. The
391402 - latter is shown in the SDS record in the ordinary course. Priority is
391403 - also shown in the SDS record by placement in the Schedule. The big
391404 - concern is visibility.  When that rush job comes in managers are
391405 - unable to intelligently decide what to do and when to do it, because
391406 - everything they are working on is not visible.  Most of their Action
391407 - Items are hidden under paper or crowded out by the constant stream of
391408 - new activity.
391410 -  ..
391412 -  ..
391413 - We need a way to assemble the actual lines in the record that describe
391414 - each particular Action Item.  I had in mind entering these in the SI,
391415 - but this may be too much busy work.  An alternate method is to
391416 - identify them with an SDS highlight flag.
391417 -
391418 - The problem with this is it may be too loose.  Someone may forget to
391419 - create the flag.  I think the ease of creating the thing is the most
391420 - critical.  All it takes is simple volition.  We don't people filling
391421 - out reports all day long.  We want them thinking about their work so
391422 - they can decide whether an action is needed.
391423 -
391424 -    [See follow up on ideas at ref SDS 24 line 55.]
391425 -
391426 -
391427 -
3915 -
Distribution. . . . See "CONTACTS"