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: January 7, 1997 07:46 AM Tuesday; Rod Welch

Reviewed Dutra's submissions on NSL UPRR Crossing.

1...Summary/Objective
2...Communication Metrics Faster, Better, Cheaper than Paperwork
3...Leadership Enabling Force for Transformation to Intelligence Support
4...Paperwork Can't Catch up to Real Work Using Information Technologies


..............
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CONTACTS 
0201 - Dutra Dredging Company                                                                                                                                             O-00000644 0101
020101 - Mr. Robert D. Johnston; President
0202 - Corps of Engineers, Sausalito                                                                                                                                      O-00000645 0201
020201 - Mr. Leonard SooHoo, P.E.; Chief; Construction Service Branch
0203 - Corps of Engineers, SFD                                                                                                                                            O-00000632 0203
020301 - Mr. Marc McGovern; Construction Manager
020302 - Construction Operations Division

SUBJECTS
Navy Sewer Line, 961204
Sewer Line Installation
Navy Sewer Line Open Cut Method, 951227

0505 -
0505 -    ..
0506 - Summary/Objective
0507 -
050701 - Follow up ref SDS 25 0000, ref SDS 24 0000.
050702 -
050703 - Called Leonard and determined that he has Dutra's Open Cut submittal.
050704 - He has not yet received the resubmission for the Contract Design
050705 - method; advised it should come in today.  Called Dutra to make sure
050706 - they take the thing to Leonard's office.  Contacted UPRR and scheduled
050707 - meeting at project site to coordinate with plant management details to
050708 - accomplish Dutra's open cut solution.  Notified Marc of status.
050710 -  ..
050711 - Confirmed understandings via ref DIT 1.
050712 -
050713 -
050715 -  ..
0508 -
0509 -
0510 - Progress
0511 -
051101 - Jim Galli advised that Dutra's Open Cut construction method for the
051102 - NSL was delivered to Tom White at the Oakland Project office last
051103 - Friday, 970103, and so it should be available today for review, per
051104 - our telecon on 970103. ref SDS 25 0240.
051106 -  ..
051107 - Dutra's resubmission of the Contract Design method is also due today,
051108 - per the letter to Dutra dated 970103. ref DIP 6 9053
051109 -
051111 -  ..
0512 -
0513 -
0514 - 0742 called Kevin Ehrenreich at UPRR          402 271 6669
0515 -
051501 - Kevin has received the Open Cut submission from Dutra but has not
051502 - examined it because COE's serial letter #0129 dated 970103, ref DIP 7,
051503 - says the submittal is inadequate and is to be corrected and
051504 - re-submitted, per ref SDS 22 9693.  He has also received Dutra's Open
051505 - Cut submittal which is Dutra's transmittal #64 dated 961227, ref DRP
051506 - 10.
051508 -  ..
051509 - We considered having the meeting on 970115 in Don Adams' office so
051510 - Joel can come over from Stockton and we can call Kevin from Don's
051511 - office. This will permit everybody to see the job conditions and get a
051512 - feel for the area and how the work operation can be performed.  It
051513 - will get Joel and Don involved which could lead to more flexibility on
051514 - providing the time needed to perform the work.
051515 - ..
051516 - Kevin is willing to arrange the telecon from Don Adams' office,
051517 - but he first wants to make sure that Dutra's submissions comply with
051518 - the understandings from our prior discussions.  Kevin is concerned
051519 - about spending a lot of time on the phone correcting prior
051520 - submissions, based on the record so far.  I indicated that COE will
051521 - follow up to accomplish this goal per letters to Dutra directing
051522 - performance of this work, ref DIP 6 line 26, and ref DIP 7 line 25.
051523 -
051525 -  ..
0516 -
0517 -
0518 - 0753 called Leonard SooHoo
0519 -
051901 - He has received the Open Cut transmittal from Tom, since Dutra took it
051902 - to the Oakland office last Friday.  He has not received Dutra's
051903 - submittal fo the Contract Design method.  I advised it should be
051904 - delivered to him later today.
051906 -  ..
051907 - Leonard asked about the follow up steps.
051909 -  ..
051910 - I related the current thinking to have a telecon with UPRR on 970115,
051911 - and if UPRR approves the Open Cut method, then COE will need to
051912 - approve it, so Dutra can perform procurement.  Advised of above
051913 - discussion with Kevin about meeting at UPRR on 970115 instead of at
051914 - Dutra's office.
051915 -
051917 -  ..
0520 -
0521 -
0522 - 0807 called Dutra
0523 -
052301 - Talked to Leona.  Jim Galli and Bob Johnston are not in the office.
052302 -
052303 - Advised Leona that Dutra is scheduled to submit today the correction
052304 - to the Contract Design method on the NSL.  Explained that this should
052305 - be made to Leonard SooHoo at the Sausalito office, rather than to Tom
052306 - White at the Oakland Project office, as was done incorrectly for the
052307 - Open Cut method.  Leona said she is familiar with this matter.  She
052308 - said Bob Johnston is on his way back to the office.  She will
052309 - investigate and have Bob or Jim call back to advise on the status.
052311 -  ..
052312 - I explained that I am leaving in a few minutes to visit Marc McGovern
052313 - at COE SFD.  Leona should have Bob and/or Jim coordinate with Marc.
052314 - Leona said she will do this.
052315 -
052317 -  ..
0524 -
0525 -
0526 - 0931 visited Marc
0527 -
052701 - Advised Marc of above understandings.
052702 -
052703 - Marc plans to visit Leonard's office later today to examine Dutra's
052704 - submissions, and if they are okay, he will notify Kevin to make the
052705 - arrangements for the meeting in Don Adams' office at the site of the
052706 - work in the UPRR yard.
052707 - ..
052708 - Marc will coordinate with Max on whether I should go with him to
052709 - Leonard's office to examine Dutra's submittals and assist in forming
052710 - follow up steps.
052711 -
052712 -
052714 -  ..
0528 -
0529 -
0530 - 1001 called Bob Johnston back
0531 -
053101 - Bob is having Rick Rhoades revise the Operations Plan per COE serial
053102 - letter #0128 dated 970103. ref DIP 6, citing the record on 961230
053103 - listing required corrections. ref SDS 22 9639
053105 -  ..
053106 - I advised that it would be helpful if Dutra can have the document
053107 - taken to Sausalito by 1300 today.
053109 -  ..
053110 - Bob said he will try to do that, and in any case intends to deliver
053111 - before COB today.
053112 -
0532 -

SUBJECTS
Navy Sewer Line Open Cut Method, 951227
Rework Avoided by Using Intelligence
Span of Control Increased, Fewer Managers,
Management Details Meeting Notes Save Money
Intelligent Rather than Hard Work Avoids Mistakes
SDS Helps Contractors and USACE, Partnering
Empowerment to Use Good Management Practice Consistently
Build Maintain Shared Meaning
Follow Up, Turn Plans into Action
Helping Hand Welcomed, Fear Accountability
Information Overload Solved by SDS
Established Professionals Takes Time to
Direct Work with SDS Meeting Notes
Partnering Needs Communication Metrics to
Communication Manager Makes Technology Useful for Leadership

5017 -
501801 -  ..
501802 - Communication Metrics Faster, Better, Cheaper than Paperwork
501803 - Leadership Enabling Force for Transformation to Intelligence Support
501804 - Paperwork Can't Catch up to Real Work Using Information Technologies
501805 -
501806 - Bob said he had a question about revisions to the first submission on
501807 - the design for the Navy Sewer Line change.  He had intended to ask the
501808 - question at the meeting yesterday, but forgot to do so.  He said that,
501809 - as president of Dutra Engineering, it is uncomfortable admitting to
501810 - having forgotten critical details, so he hesitated about calling
501811 - attention to a lapse of memory.  This morning, after he got the phone
501812 - message reminding Dutra to submit a design proposal, per above,
501813 - ref SDS 0 9571, Bob read the record of the progress meeting on 961230,
501814 - and found instructions discussed and agreed upon for the Navy Sewer
501815 - Line construction. ref SDS 22 0869  Bob said that his review of the
501816 - record answered the question he had forgotten to ask, and it provided
501817 - additional guidance needed for moving the work forward, which he and
501818 - his team had also forgotten.  He feels he now understands what to do
501819 - on this matter.
501820 -
501821 -     Bob's experience using SDS fits the model of expediting reported
501822 -     on 920428, ref SDS 1 5864, by using "intelligence support" to
501823 -     improve "understanding" set out in the NWO... ref OF 3 4212
501825 -  ..
501826 - Bob said he checked the record of the meeting on 951230 after talking
501827 - to his Project Manager, Jim Galli, who related favorable experience a
501828 - few days ago on 970103 using SDS records for guidance on objectives,
501829 - requirements, and commitments. ref SDS 25 0240
501831 -  ..
501832 - Bob feels the example today illustrates a lesson learned for
501833 - leadership...
501835 -      ..
501836 -     The record of daily work created with eight (8) steps using SDS
501837 -     for "intelligence support" (see POIMS, ref OF 2 685K) is greatly
501838 -     resisted until people are empowered through leadership to read the
501839 -     record and discover that working intelligently saves time and
501840 -     money. (see again POIMS, ref OF 1 1X6G)
501842 -  ..
501843 - In this case, Dutra is mandated by contract to review writings under
501844 - notice provisions of the contract with the Corps of Engineers.  This
501845 - suggests the practice of notice in contracts can be an efficient form
501846 - of leadership.
501848 -  ..
501849 - Bob noted that he has not worked with business systems that use the
501850 - daily record for planning and managing the work, because the paperwork
501851 - is always way behind the decisions that drive progress.  He said SDS
501852 - has turned out to work better for expediting to get things done than
501853 - he initially thought when it was explained to the project team on
501854 - 961001. ref SDS 3 6654
501856 -  ..
501857 - Bob asked where SDS came from?
501859 -  ..
501860 - We reviewed the contract with the the Corps of Engineers to use SDS
501861 - for Communication Metrics, reported on 940901. ref SDS 2 2929
501862 -
501863 -       [On 000723 history of SDS was reported. ref SDS 35 0008
501865 -  ..
501866 - We did not review Dutra's history of complaining about SDS and Com
501867 - Metrics...
501868 -
501869 -       Bob complained SDS record inaccurate,
501870 -       incomplete, requests that USACE
501871 -       abandon Com Metrics.................... 961015, ref SDS 4 1217
501873 -        ..
501874 -       Bob complains about SDS record says
501875 -       Com Metrics not needed................. 961119. ref SDS 9 4822
501877 -        ..
501878 -       Bob says SDS record inaccurate......... 961126, ref SDS 10 0735
501879 -       offers to pay for stenographer to
501880 -       ensure accurate record rather than
501881 -       use SDS................................ 961126, ref SDS 10 4494
501883 -  ..
501884 - Bob said that over the past few months he and his team at Dutra have
501885 - had numerous experiences, like he reports today, where information
501886 - needed for key decisions to save time and money is in the SDS record,
501887 - per above. ref SDS 0 4953  It took everybody awhile to realize that an
501888 - accurate record showing alignment with relevant contract provisions,
501889 - prior commitments, and work history is helpful for avoiding mistakes
501890 - and delays.
501892 -  ..
501893 - This addresses Monti's concern on 961024 that because the Contractor
501894 - objected to getting an accurate record of the work, that this should
501895 - result in abandoning good management. ref SDS 7 7740
501897 -  ..
501898 - Today, we discussed the challenge of learning a new way of working
501899 - takes time for people to discover through experience that working with
501900 - "intelligence" in SDS records adds value to traditional paperwork and
501901 - documentation, as reported by the Corps of Engineers in a meeting with
501902 - Tom Keesling on 961101. ref SDS 8 8888 Earlier, on 961015 Marcus
501903 - Tikotsky in the Contracting Office made a similar point ref SDS 5
501904 - 1278, and again a few days later on 961017 commented on benefits of
501905 - Communication Metrics for helping everyone. ref SDS 6 1381
501907 -  ..
501908 - Bob said the way Dutra's claim on the Navy Sewer line problem turned
501909 - out positive for everyone, showed him a lot about how SDS helps
501910 - discover creative ways to use the record for solving problems to
501911 - everyone's advantage, rather than beating your head against the wall
501912 - trying to avoid contract performance.  He feels this is a new way of
501913 - working that is a lot more effective than he originally thought.
501914 -
501915 -     [On 9701028 USACE report mentions Navy Sewer Line solution shows
501916 -     Com Metrics adds value to management. ref SDS 27 5883
501918 -      ..
501919 -     [On 981104 manager with US Army Corps of Engineers reported that
501920 -     Communication Metrics on the Internet is pretty neat. ref SDS 28
501921 -     4320]
501923 -      ..
501924 -     [On 990328 submitted idea for Common Administration of contracts
501925 -     to Jim Lovo at HQUSACE. ref SDS 29 9641]
501927 -      ..
501928 -     [On 990331 asked Dave Buoncristiani about the idea of Common
501929 -     Administration of contracts. ref SDS 30]
501931 -      ..
501932 -     [On 990422 the Resident Engineer, Leonard SooHoo, reported that
501933 -     Navy Sewer Line initiative with Dutra and UPRR was successful.
501934 -     ref SDS 31 8582
501936 -      ..
501937 -     [On 990426 manager of computer Technical Support Department
501938 -     admires Communication Metrics for solving daily business problems.
501939 -     ref SDS 32 9400]
501941 -      ..
501942 -     [On 990506 Jim Lovo notifying partnering manager at HQUSACE about
501943 -     Communication Metrics. ref SDS 33 8820]
501945 -      ..
501946 -     [On 990802 medical manager reports Communication Metrics on the
501947 -     Internet is pretty neat. ref SDS 34 0406]
501949 -      ..
501950 -     [On 020315 procurement in areospace industry eschews documentation
501951 -     because always behind the actual work. ref SDS 36 FY5J
501953 -      ..
501954 -     [On 020530 technology engineer reported that experience using SDS
501955 -     work product shows better results than expected when objections
501956 -     were raised before having experience. ref SDS 37 Y89F
501957 -
501958 -
501959 -
501961 -  ..
5020 -
5021 -
5022 - 1010 submitted confirmations
5023 -
502301 - Sent ref DIT 1 0001 confirming these understandings.  Copies were sent
502302 - to Marc, Leoanrd (and to Max for information).
502303 -
502304 -
502306 -  ..
5024 -
5025 -
5026 - 1322 visited Marc
5027 -
502701 - Leonard SooHoo was in the office.  He was meeting with Marc, Max and
502702 - others on the Oakland project team.
502703 -
502704 -    [On 970110 Max wants record of meeting on 961213. ref SDS 26 2487]
502706 -  ..
502707 - Hopefully Leonard brought the submittals for the Navy Sewer Line.
502709 -  ..
502710 - Since they were in a meeting, I was unable to determine if this was
502711 - actually done.  Will follow up later.
502712 -
502713 -    [On 970110 Dutra's submittals seemed adequate. ref SDS 26 7462]
502714 -
502715 -
502716 -
502717 -
502718 -
502719 -
502720 -
502721 -
502722 -
502723 -
5028 -
Distribution. . . . See "CONTACTS"