THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: April 11, 2001 03:22 PM Wednesday;
Rod Welch
Called Curt Carlson on meeting at SRI on pilot testing SDS.
1...Summary/Objective
2...Pandemic Bumbling in Medical Practice Growing
..............
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CONTACTS
0201 - SRI International 650 326 6200
020101 - Mr. Curtis R. Carlson; President and CEO =650 859 2878
020102 - curt.carlson@sri.com
020103 - Executive Offices
0202 - SRI International 650 326 6200
020201 - Ms. Joanne McKenzie; 650 859 2878
020202 - joanne.mckenzie@sri.com
020203 - Executive Offices
SUBJECTS
Report on Meeting
Meeting SDS Improve SRI Management Learn KM, Curt Carlson, Pat Lincoln
SDS Schedule Demonstration Letter to Curt Carlson Follow Up Meeting o
SDS Demonstration Proposed Solve Problem of Competence Shown by Falli
Stock Price Income Drop Builds Demand Better Management
Too Many People Having Too Many Problems Competence Needs SDS to Impr
Problem Handling
Problem Handling Proactive Discover Details Before Mistakes Occur Imp
Problems Too Many People Having Too Much Trouble Stock Prices Earning
1811 - ..
1812 - Summary/Objective
1813 -
181301 - Follow up ref SDS 13 0000, ref SDS 12 0000,
181302 -
181303 - Left another message for Curt about the letter, ref DIP 1 0001, sent
181304 - on 010320, ref SDS 12 0001, and linked to the meeting on 010122.
181305 - ref SDS 8 0001
181306 -
181307 - Asked again about Curt's progress reviewing POIMS. ref SDS 8 458J
181308 -
181309 - Urgency of developing KM, ref DIP 1 SU7H, for more powerful
181310 - solution of "too many people having too many problems," that
181311 - drives down earnings and stock prices, reported on 001207,
181312 - ref SDS 4 V54M, was discussed with Curt on 010122. ref SDS 8 GZ5M
181313 -
181314 - Requested Curt's thinking about the SDS demonstration proposed in the
181315 - letter. ref DIP 1 SU7H
181316 -
181317 -
181318 -
181319 - ..
1814 -
1815 -
1816 - 1743 Jo McKensie called
1817 -
181701 - Jo said Curt is out of the office for two (2) weeks.
181702 -
181703 - She will coordinate follow up with Curt for the meeting on 010122,
181704 - either through a call or another meeting; it will probably be the week
181705 - after Curt returns, so there is time to catch up on matters that are
181706 - backing up while he is traveling.
181707 -
181708 - Jo is aware of the voice mail to Curt on 010326, ref SDS 13 0001, that
181709 - asked about progress reviewing POIMS planned in the meeting on 010122,
181710 - ref SDS 8 458J, per the letter to Curt confirming understandings.
181711 - ref DIP 1 0001
181712 - ..
181713 - Jo suggested coordinating directly with her through telecon and
181714 - email to assist Curt with follow up. She said things are very hectic
181715 - right now, so coordination and follow up are a big challenge. This
181716 - has been a continuing problem, see, for example, similar issue at
181717 - Intel on 960223. ref SDS 1 4992
181718 -
181719 - More recently, Pat Lincoln made a similar point on 010111, noting that
181720 - SDS supports collaboration and follow up. ref SDS 6 OE8H This
181721 - challenge is not unique to SRI. It is actually pandemic. Too many
181722 - people are having too many problems everywhere, causing productivity,
181723 - earnings and stock prices to fall, reported on 001207. ref SDS 4 V54M
181724 - SDS was developed to strengthen the art of management, per POIMS.
181725 - ref OF 1 6221
181726 -
181727 - [On 010424 called Jo to follow up. ref SDS 14 0001
181728 -
181729 - Jo asked what SDS means?
181730 -
181731 - I explained SDS stands for "Schedule Diary System."
181732 -
181733 - She said there seems to be a lot of discussion around the office
181734 - about Knowledge Management (KM). She asked if SDS is related to
181735 - that?
181736 -
181737 - Explained basic idea related to Curt on 001220 at the SRI event
181738 - honoring Doug Engelbart. ref SDS 5 KM3E In simplest terms, KM
181739 - strives to help Jo with her work tracking commitments, objectives
181740 - and requirements from daily working information. That's the diary.
181741 - The schedule part of SDS follows up on Action Items and makes sure
181742 - things get done on time and correctly, based on the diary.
181743 -
181744 - Jo related this to project management (PM).
181745 -
181746 - SDS works at a lower level than PM, adding alignment and
181747 - organization to information. This reveals critical details
181748 - normally overlooked due to limited span of attention, and too much
181749 - information. Doug Engelbart's 1972 paper, referenced on 000327,
181750 - helps understand how SDS is used, ref SDS 3 3971 This record is an
181751 - example.
181752 -
181753 - The typical day scenario explains how SDS is used on the job.
181754 - ref OF 2 0001
181755 -
181756 -
181757 -
181758 -
181759 -
181760 -
1818 -
SUBJECTS
SRI SDS Initiative on Research, Education (Engelbart Scholarship) Usi
Meeting Use SDS for Research Improve Management at SRI, Scholarship C
Meeting Use SDS Research, Improve Management, Scholarship Competition
Medical Management Needs SDS
Mistakes in Medical Practice Reduced by Com Metrics
2208 -
220801 - ..
220802 - Pandemic Bumbling in Medical Practice Growing
220803 -
220804 - Follow up ref SDS 7 AW6I.
220805 -
220806 - I asked about Jo's progress with medical issues, from our discussion
220807 - on 010119? ref SDS 7 AW6I
220808 -
220809 - Jo related a series of incidents showing continued difficulties in
220810 - medical practice causing mistakes handling daily working
220811 - information that impacts the quality of care.
220812 -
220813 - [On 010427 another example of difficulties in medical
220814 - management. ref SDS 15 0001
220815 -
220816 - She feels a new doctor assigned recently is doing a better job, and
220817 - hopes this will help reduce the high cost of medical mistakes,
220818 - reported on 990912. ref SDS 2 0001
220819 -
220820 - SDS provides KM to help the doctor, the same SDS is designed to
220821 - help Curt and Pat improve the work at SRI. The basic problem
220822 - everyone faces is the same, and so requires a common solution,
220823 - which Doug Engelbart sums up as improving competence to deal with
220824 - complexity that comes with faster information and more population.
220825 -
220826 -
220827 -
220828 -
220829 -
220830 -
220831 -
220832 -
220833 -
220834 -
220835 -
220836 -
220837 -
Distribution. . . . See "CONTACTS"