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 11, 2001 10:03 AM Thursday; Rod Welch

Pat Lincoln responded about improving SRI management.

1...Summary/Objective
2...Slow Progress Improving Coordination and Collaboration
3...Communication Metrics Improves Coordination and Collaboration, KM


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CONTACTS 
0201 - SRI International                                                                                                                                                  O-00000103 0701
020101 - Mr. Pat Lincoln; Director
020103 - Computer Science Laboratory                                                                                                                                      O-00000103 0701
0202 - SRI International                                                                                                                                                  O-00000103 0805
020201 - Ms. Lori Truitt; Administrative Analyst
020203 - System Design Laboratory and                                                                                                                                     O-00000103 0805
020204 - Cambridge Research Center                                                                                                                                        O-00000103 0805

SUBJECTS
Stavridou, Vicky, Lincoln, Pat on Using SDS to Improve SRI Management
SRI Use SDS to Improve Management
Time Not Enough Review Research Proposals for Saving Time Improving M
Coordination and Collaboration SRI Needs Help

1506 -
1506 -    ..
1507 - Summary/Objective
1508 -
150801 - Follow up ref SDS 72 0000, ref SDS 68 0000.
150802 -
150803 - Received ref DRT 1 0001 responding to the letter submitted to Pat on
150804 - 010109, ref DIP 1 0001, confirming telecon message about preparing for
150805 - a meeting with Curt, ref SDS 71 JJ6H, and advising of Lori's plan to
150806 - coordinate with Pat on setting another meeting to improve SRI
150807 - management, revising Pat's planning on 001224. ref SDS 68 0001
150808 -
150809 -     Sent an email to Pat linked to this record for information.
150811 -          ..
150812 -         [On 010114 KM split between people skills and technologists
150813 -         who want tools that think. ref SDS 75 0001
150815 -          ..
150816 -         [On 010116 follow up letter to Pat. ref SDS 76 0001
150818 -          ..
150819 -         [On 010119 called Pat and Curt to follow up. ref SDS 77 0001
150821 -  ..
150822 - Pat says there may be some areas where SDS can help SRI immediately,
150823 - citing communication and coordination. ref DRT 1 EO5L  This aligns
150824 - with Pat's assessment on 000711 that SDS is an effective KM
150825 - capability, ref SDS 22 ZG7L, based on experience using SDS work
150826 - product, as listed in the record on 001017. ref SDS 34 1575
150828 -  ..
150829 - "Communication and coordination" are common ways people describe
150830 - support for collaboration, illustrated by planning with Pat's
150831 - colleague, Lori Truitt, to meet on improving SRI management; Lori
150832 - indicated on 010109 that she would collaborate with Pat to schedule
150833 - the meeting. ref SDS 72 5S6M
150834 -
150835 -     Below, Pat wants progress on coordination and collaboration; notes
150836 -     things are not moving rapidly at the moment using other methods.
150837 -     ref SDS 0 EF6M
150838 -
150839 -        [On 010411 Jo McKensie mentioned this. ref SDS 80 I43O
150841 -      ..
150842 -     The letter on 001222 explained KM requires tools, people and
150843 -     authority to direct the work. ref SDS 67 MO4G
150845 -  ..
150846 - Pat cites the telecon message on 010108, ref SDS 71 JJ6H, proposing
150847 - work to prepare for a productive meeting with Curt. ref DRT 1 005V
150849 -  ..
150850 - He does not cite the letter on 010109 which makes the same point, and
150851 - several others, which Pat restates in his letter today. This record
150852 - indicates Pat may not have had time to review the letter on 010109,
150853 - that clarifies the message on 010108. ref DIP 1 0001
150854 -
150855 -     [On 010116 follow up letter to Pat. ref SDS 76 0001
150857 -      ..
150858 -     [On 010119 called Pat and Curt to follow up. ref SDS 77 0001
150860 -  ..
150861 - Pat notes that since Vicky is on maternity leave, and Curt is out of
150862 - town, planning for a meeting on 010109 appears problematic, which he
150863 - indicates shows the potential for improving SRI management.
150864 - ref DRT 1 LZ6N
150865 -
150866 -     Since Pat proposed 010109 for a meeting, in his letter on 001224,
150867 -     and since Curt stated on 010104 that he would be available on
150868 -     010109 to meet, ref SDS 70 WZ4N, and since this was confirmed in
150869 -     a letter to Vicky with copies to Pat and Curt, it seems difficult
150870 -     to see how additional coordination can help.
150872 -      ..
150873 -     Curt may have scheduled something for 010109 after not hearing
150874 -     back from Vicky about a specific time and location on 010109.
150876 -      ..
150877 -     Vicky may have had difficulty coordinating with Lori Truitt to
150878 -     schedule the meeting on 010109, because of her maternity
150879 -     condition.
150880 -     ..
150881 -     Pat may have had difficulty coordinating with Curt and
150882 -     Vicky, because of his travel agenda.
150884 -      ..
150885 -     A Communication Manager can come up with a lot of reasons to
150886 -     explain the record, but the real benefit is to make things happen
150887 -     in a comprehensive, coordinated way by managing context.  This
150888 -     only works, however, with authority to direct the work.  Thus, Com
150889 -     Metrics works best where it is applied under color of authority.
150890 -     There is no point in sugar coating this reality. see for example
150891 -     discussion on 950705. ref SDS 4 8965
150892 -
150894 -  ..
150895 - Pat proposes a telecon to save travel time, rather than meeting at SRI
150896 - to prepare for a meeting with Curt, because Pat is overbooked for
150897 - meetings. ref DRT 1 005V
150898 -
150899 -     This aligns with the report on 970910 that executives, like Pat,
150900 -     do not have time to think, ref SDS 6 3479, citing Henry Kissinger
150901 -     worrying that senior management is an "Alice in Wonderland" of
150902 -     continual meetings that cause continual bumbling, reported
150903 -     originally on 940609. ref SDS 3 4238
150904 -
150905 -           [...in another record Doug Engelbart reported that Pat was
150906 -           in a meeting with Doug yesterday. ref SDS 74 0002
150908 -            ..
150909 -           [On 010119 Doug met with Pat again. ref SDS 77 FK8O
150911 -      ..
150912 -     On 001017 there was not enough time to review research proposals
150913 -     for saving time, ref SDS 33 0001, nor to comment on the Welch
150914 -     business plan, ref SDS 33 OL9N, which Pat had previously planned
150915 -     on 000829. ref SDS 27 0050
150916 -
150917 -           [On 010122 met with Pat and Curt without meeting to prepare.
150918 -           ref SDS 79 V73N
150920 -            ..
150921 -           [On 010517 met with Pat to prepare for follow up meeting
150922 -           with Curt on 010522. ref SDS 82 0001
150924 -      ..
150925 -     On 001003 information was lost in the email system, and had to be
150926 -     resubmitted, which extended the time for review. ref SDS 30 0001
150928 -      ..
150929 -     The difficulty with a telephone meeting is that we want to map out
150930 -     some strategy on a range of issues, and sub-issues, per the letter
150931 -     to Vicky on 010104. ref DIP 2 TI7I  This can best be done on a
150932 -     blackboard.  We may need input from others about feasibility and
150933 -     background on what has been done, if anything, on proposed ideas.
150934 -     All of this works better in person.
150936 -      ..
150937 -     Pat can call anytime to coordinate.
150939 -  ..
150940 - Pat advises that Vicky plans to be in touch with people next week.
150941 - ref DRT 1 LZ6N
150942 -
150943 -       [On 010119 Jo McKenzie, Curt Carlson's admin assistant, reported
150944 -       that Vicky had a 9# boy, and may be in the office on 010122.
150945 -       ref SDS 77 WN8H
150947 -      ..
150948 -     If Pat has a lot of confidence that Vicky will make a strong
150949 -     effort, e.g., move heaven and earth, to accomplish instructions,
150950 -     then we can wait for Vicky.
150952 -      ..
150953 -     Ordinarily, maternity must take priority over most everything
150954 -     else, because it is a predicate to life.
150956 -      ..
150957 -     Therefore, it may be better to look for someone else to fill-in
150958 -     for Vicky.  Maybe there is an altogether different area of SRI
150959 -     that looks at business methods, productivity, work practices,
150960 -     ergonomics, policy and procedures.
150961 -
150962 -         [...later this evening, Doug Engelbart suggested discussing
150963 -         this initiative with a unit at SRI looking at Business
150964 -         Intelligence. ref SDS 74 P26L
150966 -      ..
150967 -     The key issue when everybody is busy, is resource leveling.  This
150968 -     entails finding someone at SRI, who is less busy than Pat, to
150969 -     investigate SDS and Com Metrics.  Assign someone in whom Pat has
150970 -     confidence for accomplishing effective staff level review to do
150971 -     these meetings on SDS and Com Metrics, for which Pat is too busy,
150972 -     and present a report that Pat can rely on for making a decision
150973 -     about using SDS for improving SRI management.
150975 -      ..
150976 -     If we can get started working with that person, then a record can
150977 -     be developed that will enable Vicky to step into the picture, when
150978 -     she is available.  It will also enable Curt, Pat and others to
150979 -     efficiently review the record.
150980 -
150981 -
150982 -
150983 -
150984 -
1510 -

SUBJECTS
Coordination Collaboration Slow Progress on Improving Capabilities
Collaboration Desired Enterprise Management Using Internet
Collaboration Customer Requirement NIH, Others, Pat Lincoln
Collaboration Hope Solves Information Overload to Avoid Bumbling
Coordination Needs Shared Meaning

2107 -
210801 -  ..
210802 - Slow Progress Improving Coordination and Collaboration
210803 - Communication Metrics Improves Coordination and Collaboration, KM
210804 -
210805 - Pat is hoping this is the year something happens at SRI, Oracle,
210806 - Microsoft, IBM, and other big organizations to emulate SDS support for
210807 - collaboration and coordination (see scope of Communication Metrics for
210808 - "intelligence support" in NWO, ref OF 2 436M), which he cited on
210809 - 000725. ref SDS 25 0050  Pat is worried today that things do not seem
210810 - to be moving very rapidly right now. ref DRT 1 5U8G
210811 -
210812 -           [On 010924 Morris explained why other firms have not
210813 -           developed effective technology to support daily management
210814 -           practices. ref SDS 86 NK4J and ref SDS 86 XT5F
210816 -            ..
210817 -           [On 021108 Bill Gates announced plans for a project to
210818 -           integrate Microsoft commands and improve finding
210819 -           information. ref SDS 87 EFBE
210821 -      ..
210822 -     This reflects Pat's concern that SRI needs help for coordination
210823 -     and collaboration. see above, ref SDS 0 OE8H  On 991222 Doug
210824 -     Engelbart calls for new way of thinking and working, ref SDS 11
210825 -     3696, which is enabled by SDS, per meeting with Pat on 000711.
210826 -     ref SDS 22 ZG7L  Earlier, on 000120 contributors were not sure
210827 -     what a new way working would look like. ref SDS 13 3002  Later on
210828 -     000424 there was a complaint that contributors are not listening
210829 -     to Doug, ref SDS 17 R56N, and on 000615 OHS/DKR team gave up
210830 -     trying to understand KM, ref SDS 20 6271, showing it is not easy
210831 -     to create an SDS capability that provides an effective new way of
210832 -     thinking and working.
210834 -            ..
210835 -           [...in another record Doug Engelbart cited delays getting
210836 -           architecture started for Hyperscope. ref SDS 74 0001
210838 -            ..
210839 -           [On 010116 follow up letter to Pat. ref SDS 76 0001
210841 -            ..
210842 -           [On 010119 called Pat and Curt to follow up. ref SDS 77 0001
210844 -            ..
210845 -           [On 010122 Curt Carlson noted that information overload is a
210846 -           problem that needs a solution. ref SDS 79 ZF4G
210848 -            ..
210849 -           [On 010430 Jo McKensie explained problems. ref SDS 81 0001
210851 -            ..
210852 -           [On 010521 Steve Balmer, CEO, Microsoft expects XML to
210853 -           enable Microsoft products to improve productivity.
210854 -           ref SDS 83 3T5O
210856 -            ..
210857 -           [On 010521 Jo had more computer problems. ref SDS 83 JK8M
210859 -            ..
210860 -           [On 010920 delays advancing SDS at SRI. ref SDS 85 0Z9G
210862 -            ..
210863 -           [On 030520 Pat considering endorsement of SDS to expedite
210864 -           progress on improving collaboration. ref SDS 88 OH73
210865 -
210867 -      ..
210868 -     It is only 010111, so this is a good time to make improvements to
210869 -     save 2001.
210871 -      ..
210872 -     Everybody is having the same problems SRI faces:  Microsoft, PG&E,
210873 -     HP, Intel, GE, Cisco, GM.  Xerox is practically bankrupt.  SRI's
210874 -     customer NIH needs the same help, which Pat cited on 001017.
210875 -     ref SDS 34 014M
210876 -
210877 -         Too many people having too many problems, entire economy on
210878 -         decline, reported on 001207. ref SDS 59 V54M
210880 -          ..
210881 -         On 000822 Intel CEO reports that poor earnings are due to poor
210882 -         management, i.e., Intel "dropped the ball." ref SDS 26 019R
210884 -          ..
210885 -         Analysis shows failure of IT to improve productivity leads to
210886 -         reduced earnings, stock prices, which requires a different
210887 -         kind of technology -- KM. ref SDS 59 MZ7G
210888 -
210889 -           [...in another record today, spending is declining for IT,
210890 -           because IT does not improve productivity; need spending on
210891 -           KM. ref SDS 73 0001
210893 -            ..
210894 -           [...Doug says concensus needed to use SDS for improving
210895 -           management, which requires leadership with broader vision.
210896 -           ref SDS 74 KX5N
210897 -         ..
210898 -         A letter to Pat on 001222 explained KM requires tools,
210899 -         people and authority to direct the work. ref SDS 67 MO4G  All
210900 -         three (3) are missing in the work place.  SDS and Welch supply
210901 -         the first two, but each organization must commit the authority
210902 -         in order to improve coordination and collaboration.  This
210903 -         takes leadership with a broader vision cited in a discussion
210904 -         with Curt Carlson at SRI on 001220. ref SDS 64 KO4I
210905 -
210906 -            [On 010122 Curt discussed role of leadership helping people
210907 -            succeed by overcoming ignorance, fear and denial that
210908 -            working intelligently is essential to succeed in a new
210909 -            world order of growing complexity. ref SDS 79 2N8N
210911 -          ..
210912 -         The role of "authority" was reviewed on 950705. ref SDS 4
210913 -         8965
210915 -      ..
210916 -     If we wait until there is enough time to improve management, there
210917 -     will be nothing to manage, under the reasoning in the NWO...
210918 -     ref OF 2 4925
210920 -      ..
210921 -     Something has happened to improve coordination and collabortion.
210923 -      ..
210924 -     SRI has discovered that SDS and Communication Metrics improve
210925 -     coordination and collaboration, as Pat noted in the telecon on
210926 -     001017, ref SDS 33 VY4J, confirming prior work on 000725.
210927 -     ref SDS 25 0050
210928 -
210929 -         The record of meetings on the DKR project reported on 001017,
210930 -         show SDS supports KM. ref SDS 34 1575
210932 -          ..
210933 -         KM improves handling of daily working information for all
210934 -         disciplines, see review of Doug's definition of KM on 000327.
210935 -         ref SDS 16 3971  Coordination and collaboration are part of
210936 -         communication that SDS supports through Communication Metrics.
210937 -
210938 -            [On 010114 KM split between people skills and technologists
210939 -            who want tools that think. ref SDS 75 0001
210941 -          ..
210942 -         The letter to Vicky on 010104, citing a letter to Curt on
210943 -         001220, shows coordination and collaboration. ref DIP 2 0001
210944 -
210946 -      ..
210947 -     Having discovered SDS improves management, using SDS is the next
210948 -     thing to do.  This requires decisions on a scope and terms for
210949 -     using SDS at SRI, which is on the agenda for the meeting Pat
210950 -     scheduled for 010109, which got cancelled, due to coordination
210951 -     issues.
210952 -
210953 -         [On 030805 submitted Agreement with CSG as prototype to use
210954 -         SDS for product review. ref SDS 89 UQ76
210956 -      ..
210957 -     Schedule the meeting on using Communication Metrics, to move
210958 -     rapidly ahead on improving coordination and collaboration.
210959 -
210960 -         [On 010116 follow up letter. ref SDS 76 0001
210961 -
210962 -         [On 010119 called Pat to follow up. ref SDS 78 0001
210964 -          ..
210965 -         [On 010122 meeting with Pat and Curt Carlson. ref SDS 79 0001
210967 -          ..
210968 -         [On 010517 demonstrated SDS to Pat, discussed use at SRI,
210969 -         ref SDS 82 CF8K, and partnership to deploy. ref SDS 82 KH6O
210971 -          ..
210972 -         [On 010711 proposal to SRI on using SDS. ref SDS 84 4Z5I and
210973 -         in draft letter to Curt. ref SDS 84 418H
210974 -
210975 -
210976 -
210977 -
210979 -  ..
2110 -
2111 -
2112 - 1408 called Lori    650 859 3804
2113 -
211301 - Left message asking about progress on her plan to follow up the
211302 - telecon on 010109. ref SDS 72 0001
211303 -
211304 -
211305 -
211306 -
211307 -
211308 -
211309 -
211310 -
211311 -
211312 -
211313 -
211314 -
2114 -
Distribution. . . . See "CONTACTS"