CONTACTS 
0201 - Thelen, Marrin, Johnson & Bridges  415 392 6320
020101 - Mr. David Buoncristiani, Esq.

SUBJECTS
SDS Marketing, Sales, Educational Courses
Bounchristiani, Dave, TMJB

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Follow up ref SDS 26 0000, ref SDS 23 0000.
040602 -
040603 - David described ideas to support the Asilomar agenda of explaining the
040604 - meaning and application of Communication Metrics to improve leadership
040605 - with technology.
040606 -
040607 - It would be helpful to get David's outline/narrative by mid-April.
040608 -
040609 -    [See follow up at ref SDS 27 0000, and at ref SDS 28 0000.]
040610 -
040611 -
0407 -
0408 -
0409 - Discussion
0410 -
041001 -  ..
041002 - David's Contribution
041003 -
041004 - Reviewed the speaker slate, scope and structure concept from the
041005 - meeting with Morris Jones at Chips & Technologies, ref SDS 22 line 445
041006 - and analysis at ref SDS 24 line 113.
041007 -
041008 - Submitted notes of the meeting with Morris, to David, for background,
041009 - ref DIP 2 line 32.  David's experience as a trial lawyer can show
041010 - Asilomar attendees the impact time has on human memory, i.e., human
041011 - knowledge is fragile, ref SDS 6 line 139.  This point supports the
041012 - need for a new work role and new tools, i.e., a new management science
041013 - of Communication Metrics, to perform discovery prospectively, capture
041014 - and preserve knowledge so decisions and work reflect commitments,
041015 - obligations and reality in an age where things move faster on an
041016 - Information Highway.
041017 - ..
041018 - David's remarks would be delivered Jul 13, 1996, and he would
041019 - also sit on possibly two panels to query other speakers and answer
041020 - questions put by speakers and the audience on his remarks.
041021 -
041022 -
041023 -  ..
041024 - Possible Presentation Title
041025 -
041026 - The letter to David asking him to be a speaker, ref DIP 1 8500,
041027 - suggests a possible title for his remarks...
041028 -
041029 -
041030 -         Dialog, Documents and Human Memory, a Legal Perspective
041031 -
041032 -         "There wasn't enough time to check the contract, the CPM,
041033 -         the letter, the regulation, the submittal log..."
041034 -
041035 -    ...from record on ref SDS 20 5004.
041036 -
041037 -
041038 -  ..
041039 - Too Much Information Impairs Understanding
041040 -
041041 - David offered an insightful observation that a key challenge we face
041042 - in planning Asilomar is to avoid overwhelming the audience with too
041043 - many ideas in a short time span.  This would hamper the objective of
041044 - imparting that the solution to the New World Order challenge is a new
041045 - management science:  Communication Metrics.
041046 -
041047 -
041048 -      Panels, Dialog, Papers
041049 -
041050 -      The strategy under consideration to meet this challenge is
041051 -      shortening formal presentations and having speakers submit papers
041052 -      with extended remarks that fully make the points they feel
041053 -      support their conclusions.  This affords more time for the
041054 -      speakers to interact in dialog with one another through a panel
041055 -      format, and with the audience so the membership can engage the
041056 -      issues, i.e., use the language and formulate questions that shape
041057 -      their thinking in a new direction, per discussion with Morris at
041058 -      ref SDS 22 line 442.
041059 -
041060 -
041061 -       ..
041062 -      Multi-Discipline, Experts Overcome
041063 -      Ignorance, Fear and Denial
041064 -
041065 -      Since we are introducing a new management science that conflicts
041066 -      with traditional notions of leadership to rely on conversation
041067 -      and summary, ref SDS 22 line 764, a major hurdle is ignorance,
041068 -      fear and denial that such cultural change is necessary and cost
041069 -      effective.  The Asilomar event offers experts to show how
041070 -      experience from a variety of fields points to the need for a new
041071 -      work discipline to succeed in a new world order.
041072 -
041073 -            [See follow up at ref SDS 30 line 85.]
041074 -
041075 -      Like a lawsuit, these experts provide credible evidence that
041076 -      construct the case for change.  Conferees can come away with new
041077 -      vocabulary to describe what is happening in their daily work, and
041078 -      hope that something can be done to improve performance, reduce
041079 -      mistakes and thereby make more money for themselves and their
041080 -      organizations. They can learn to make the case for reengineering
041081 -      the practice of management, rather than suffer continual rounds
041082 -      of downsizing.
041083 -
041084 -
041085 -
0411 -

SUBJECTS
Leadership and Technology, Partnership for
Information Highway, Too Many Meetings, Faxes, E-mail,
Failed Communications, Anger, Frustrations,
Better Communication Saves Time, Improves
Making more money, Concurrent Discovery
Enlightenment in Religion, from Writing
Cost Benefit Scenario
New Realities of 21st Century, Technology
Legal Profession uses Aide to Collaborate
Executive Aid Ensures SDS Record Prepared

2213 -
221301 -       ..
221302 -      Simple, Direct Message:  How to improve Earnings
221303 -
221304 -      PMI members want to know how the extra step and cost of taking
221305 -      the time to write (a record like this one) in order to discover
221306 -      connections and align understandings, saves time and money?
221307 -
221308 -         [On 980307 Andy Grove's book "Only the Paranoid Survive" says
221309 -         managers need to take copious notes and ask questions to
221310 -         clarify meaning. ref SDS 41 3668]
221311 -
221312 -
221313 -       ..
221314 -      Continuous Knowledge Stream, Paradigm Shift from Documents
221315 -      Partnership Leadership Technology Investing Intellectual Capital
221316 -      Discovery, Religion, Intelligence:  Human Consciousness
221317 -
221318 -      Follow up ref SDS 19 1887, ref SDS 8 5830.
221319 -
221320 -      Asilomar can help forge a better partnership between leadership
221321 -      and technology, discussed on 950502, ref SDS 8 5830, showing that
221322 -      human progress derives from a single source:  the awesome power
221323 -      of investing intellectual capital to find the right connections
221324 -      so that we take the right path.  Since the risk of taking the
221325 -      wrong path is growing, we have to make a cultural adjustment by
221326 -      investing time to add metrics to daily communications.
221327 -
221328 -         [Below, Dave indicates support for this idea. ref SDS 0 2231]
221329 -
221330 -         [On 960715 no evident progress at Asilomar event on the theme
221331 -         of the event. ref SDS 39 0001
221332 -
221333 -       ..
221334 -      The solution is for technology to mainstream a specialized task
221335 -      of making connections between human memory and reality, called
221336 -      "discovery" in the law, "religion" in theology, ref OF 2 4723,
221337 -      and "intelligence" in the military, ref SDS 13 2036, and to
221338 -      mainstream the legal profession practice of using "para legals"
221339 -      for research, called "leadership aides" in the military.
221340 -
221341 -         [See incorporation into agenda, ref SDS 28 8849, and
221342 -         discussion with General Hatch on Vernon Walters model of
221343 -         leadership aide, ref SDS 31 3229 and ref SDS 31 4828, and on
221344 -         various descriptions of new role, ref SDS 31 5026.]
221345 -
221346 -         [On 960510 developed structure of human consciousness which
221347 -         has found expression as discovery, religion, intelligence, see
221348 -         ref SDS 33 2222.]
221349 -
221350 -         [On 960518 Landauer's paper on knowledge acquisition supports
221351 -         idea of continuous knowledge stream. ref SDS 35 0550]
221352 -
221353 -         [On 960620 prepared paper to explain concept of "knowledge
221354 -         space." ref SDS 38 3516.]
221355 -
221356 -         [On 991025 Peter Drucker called for technology to routinize
221357 -         use of good management practices that augment intelligence
221358 -         based on work in cognitive science.
221359 -
221360 -
221361 -       ..
221362 -      In sum, we simply want to alert managers to new realities:
221363 -
221364 -        •  A constant information stream from conversation, meetings,
221365 -           calls, fax, documents and email causes the mind to remember
221366 -           incorrectly while feeling confident of having remembered
221367 -           correctly, i.e., the malady of "false knowledge" developed
221368 -           on 940609, ref SDS 2 4671
221369 -
221370 -        •  Mental disconnects occur more often and are growing in scale
221371 -           in the modern era of the Information Highway, where there
221372 -           isn't enough time to think, investigate, deliberate. ref SDS
221373 -           7 0023, ref SDS 11 2313
221374 -
221375 -        •  The malady of false knowledge causes stress, defective work,
221376 -           losses, failure, hurt feelings, lawsuits, downsizing, career
221377 -           disruption, recessions, war. It eviscerates leadership, as
221378 -           communication devolves into daily squabbles. ref SDS 11 5500
221379 -
221380 -        •  <9N42 The growing risk of error from conventional leadership
221381 -           practice to rely on conversation, ref SDS 22 2004, warrants
221382 -           attention under risk management precepts ref SDS 12 4433, by
221383 -           wider use of discovery and briefing methods used in the law,
221384 -           supplemented by technology that integrates time,
221385 -           information, people, documents and meaning.  In short, it is
221386 -           called Communication Metrics.
221387 -
221388 -        •  Since, like lawyers, executives do not have enough time to
221389 -           personally align daily communications, we need a new role to
221390 -           ensure the connections are made and management is notified
221391 -           in a timely manner of the errors it makes and opportunities
221392 -           it overlooks each day in the rush to get to the next meeting
221393 -           and take the next call.  A "para manager" or "Communication
221394 -           Manager" ensures decisions are adequatley grounded, ref SDS
221395 -           22 5772, and DEC ref SDS 15 6683.
221396 -      ..
221397 -      Combining technology and a new skill role to convert
221398 -      information into knowledge by creating connections, which
221399 -      previously was the exclusive province of religion and the law,
221400 -      makes leadership more effective at improving earnings, which is
221401 -      what the membership wants to know about, i.e., how to make more
221402 -      money, especially for those nearing 50 and over who are being
221403 -      early retired.
221404 -
221405 -
221406 -       ..
221407 -      Concurrent Discovery
221408 -
221409 -      This process can be called "concurrent discovery" as an alternate
221410 -      way to describe "Communication Metrics." ref SDS 7 8839.
221411 -
221412 -      Per analysis on 960212. ref SDS 16 9562
221413 -
221414 -         [Later applied in discussions with Fluor Daniel, ref SDS 32
221415 -         4926, Turner, ref SDS 34 7381.]
221416 -
221417 -         [On 960620 formalized ideas in a paper. ref SDS 38 1101]
221418 -
221419 -
221420 -
2215 -

SUBJECTS
Too Many Meetings, Faxes, E-mail,
Failed Communications, Anger, Frustrations,
Leadership is Imploding
Technology & Leadership Today
Hand Written Notes, Improve
Meeting Notes, confirm understandings

2809 -
280901 -  ..
280902 - Conventional Leadership Practice Failing, e.g., 20 - 80
280903 -
280904 - David suggested presenting various methods managers have evolved to
280905 - deal with the information glut, such as "20-80" taught in MBA programs
280906 - and executive seminars.  We considered discussions with Morris Jones
280907 - at Chips & Technologies last week on this point at ref SDS 22 3003,
280908 - showing the Information Highway now renders this practice ineffective.
280909 -
280910 - We looked at an example of conventional note-taking that is no longer
280911 - tenable for the reasons set out in the New World Order paper,
280912 - ref OF 1 line 140, which came into the record at ref SDS 9 5509.
280913 - David can support this point from his experience in discovery and
280914 - examining witnesses at trial.  As time passes, we cannot remember what
280915 - hand-written notes mean without extended study and cross-examination,
280916 - comparing with other materials.  So hand written notes are no longer
280917 - effective for daily management because there isn't enough time to do
280918 - the discovery required to re-construct connections that give them
280919 - meaning in time to make decisions.
280920 -
280921 -
280922 -
2810 -

SUBJECTS
Communication Manager
Reengineering Communications
Too Many Meetings, Faxes, E-mail,
Communication Manager Ensures Time is
Time Not Enough to Think about
Knowledge Worker Communication Manager
Management Evolution of Practices
Para Manager Aide to Collaborate Research Prepare Case

4011 -
401101 -  ..
401102 - Para Legal to Communication Manager
401103 -
401104 - Bill mentioned that he used me as a communication manager at PG&E
401105 - because there wasn't enough time for him to construct the record and
401106 - make the connections embodied in Communication Metrics that supplement
401107 - conventional leadership practice of relying on conversation.  He was
401108 - attending constant meetings, often at disparate locations throughout
401109 - the state, so there wasn't enough time for him to develop skill with
401110 - the tools for applying Communication Metrics.  We explained how this
401111 - new role was effective in converting a serious problem project with
401112 - CDWR into a success for PG&E and for Bill in closing his career at
401113 - PG&E, ref SDS 5 5555, ref SDS 4 1183 and on 940901 where CDWR manager
401114 - said SDS notes were exactly what the project needs. ref SDS 3 4920.
401115 - ..
401116 - David can explain how the extra time and expense of a para legal
401117 - saves TMJ&B clients money and reduces the time required to resolve
401118 - contract disputes which arise from miss-communication, ref SDS 21 line
401119 - 98.  I mentioned recent discussions with Morris at Chips &
401120 - Technologies on using legal discovery in advance of major initiatives.
401121 - ref SDS 18 7219
401122 -
401123 -
401124 -
4012 -

SUBJECTS
Mistakes & Coverups
Slippery Slope Ignoring Little Deviations,

4505 -
450501 -  ..
450502 - Official View of Reality Impairs Dispute Resolution
450503 -
450504 - David set out a common impediment to effective communications that
450505 - occurs when individuals are forced by past mistakes into supporting
450506 - organizational aims to recover claimed damages.  He can show how
450507 - otherwise honest, dedicated managers, who love their families, attend
450508 - church, help the Boy Scouts, and contribute to worthy causes, are
450509 - forced by the slippery slope of organizational culture, commonaly
450510 - called "being a team player," down the gradual path of ignore,
450511 - cover-up, and denial that wastes precious hours and personal emotional
450512 - capital in order to sustain positions that conflict with the record.
450513 -
450514 - Deleting records is a seemingly innocent beginning step, discussed on
450515 - 911212. ref SDS 1 8492
450516 -
450517 -    [On 960327 correleation with need for psychologists to improve
450518 -    communications, ref SDS 30 0650.]
450519 -
450520 -    [On 960612 Dave's paper for Asilimar does not seem to make this
450521 -    point. ref SDS 37 2963]
450522 -
450523 -
450524 -
450525 -
4506 -

SUBJECTS
Discovery, Metrics
Legal Briefing Improve Understanding
Concurrent Discovery, Law

5106 -
510601 -  ..
510602 - Communication Metrics - Discovery
510603 -
510604 - David seemed to indicate he can support the call in the New World
510605 - Order paper to apply "metrics" through the course of daily work that
510606 - permit "discovery" of deviations from contracts, commitments, and
510607 - prior understandings, that cause losses, failures and litigation which
510608 - forces people into emotional trauma.
510609 -
510610 - Adding metrics to communication supports PMI standards in the PMBOK to
510611 - use business metrics for management processes that align current
510612 - understandngs through traceability to original sources. ref SDS 10
510613 - 1740
510614 -
510615 -      [On 960620 prepared paper to explain ideas on Concurrent
510616 -      Discovery ref SDS 38 1101.]
510617 - ..
510618 - He concurred with the NWO paper model of litigation as an
510619 - application of "metrics." ref OF 1 9555  The Asilomar event says that
510620 - a form of the work David does in comparing documents with testimony
510621 - and comparing testimony from various sources at various times, can be
510622 - applied through automation and a new kind of worker, to help people
510623 - every day, all day long, see the connections (i.e., mistakes,
510624 - deviations, and missed opportunities) that David's skills expose
510625 - through long, arduous and expensive litigation, per definition of
510626 - Communication Metrics at ref SDS 7 0023, ref SDS 7 8839
510627 - ..
510628 - David can explain how legal briefing methods help the writer
510629 - discover understandings by forcing consideration of all of the
510630 - evidence.  He can explain the advantage of using headings that
510631 - summarize meaning and citations that align decisions and current
510632 - perspectives with standards and the record.  People who do not have
510633 - his experience feel it is faster and more productive to expedite by
510634 - ignoring the record and relying on conversation.  David can show how
510635 - PMBOK risk management requirements to align communications are met by
510636 - linking conversation up, per discussion with Jack Farless at Corps of
510637 - Engineers, ref SDS 14 1003, submitted to David via ref DIP 1 9444, at
510638 - ref SDS 16 0560.  Automation makes this a practical daily exercise to
510639 - create and preserve more knowledge in the age of the Information
510640 - Highway.
510641 -
510642 -
510643 -
510644 -
5107 -

SUBJECTS
TMJ&B
Benefits to Contributors

5305 -
530501 -  ..
530502 - Financing Next Step in Civilization
530503 -
530504 - We considered sponsorship objectives to finance appropriate speakers,
530505 - including Bill Walsh, per ref SDS 19 line 95, ref SDS 25 line 231 and
530506 - discussions with David at ref SDS 26 line 77.  David indicated he is
530507 - inquiring within TMJ&B on this point.
530508 -
530509 - David asked about attendance.  Bill said in the past we have had 80 to
530510 - 100 people attend this event which indicates the level of interest
530511 - that might be attributed to the ideas of the event.  There have been
530512 - discussions of aiming to increase attendance to 200 or more in order
530513 - to finance the speaker slate, and to give the ideas wider exposure
530514 - commensurate with launching a new management science to support the
530515 - next step in the march of civilization.  The feasibility of these aims
530516 - are interdependent.  To move forward meaningfully, requires meaningful
530517 - thought, energy and support.  This can produce meaningful results for
530518 - publication by PMI Communications that offers distribution to our
530519 - membership world wide, and thereby extend the dialog on the New World
530520 - Order paper, being published in May.
530521 -
530522 -     [See follow up at ref SDS 30 line 76.]
530523 -
530524 -
530525 -
530526 -
5306 -

SUBJECTS
Event Binders
TMJ&B

5505 -
550501 -  ..
550502 - Follow Up - Scheduling Review of David's Outline
550503 -
550504 - We did not discuss this point today, but it would be helpful to get an
550505 - outline and/or a draft paper for coordination with other speakers, and
550506 - have a review meeting before mid-April.
550507 -
550508 -      [See follow up at ref SDS 29 0000.]
550509 -
550510 - This should be adequate to meet the objective for David to speak on
550511 - Jul 13.  We still need to figure out the sequence of the
550512 - presentations, per discussion with Morris at ref SDS 22 line 552.
550513 -
550514 -
550515 -  ..
550516 - Event Binder Papers
550517 -
550518 - Our aim is to get papers from speakers for inclusion in event binders
550519 - for attendees that will set out the ideas in detail that will be
550520 - delivered by the speakers.  Papers can set out questions to alert
550521 - members we don't have all the answers, and to encourage attendees to
550522 - ask other speakers about points that require clarification.
550523 -
550524 -      [See follow up at ref SDS 36 line 82.]
550525 -
550526 -
5506 -