THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: April 30, 2001 09:54 AM Monday; Rod Welch

Called Jo about scheduling meeting with Curt on SDS.

1...Summary/Objective


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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 Proactive Discover Details Before Mistakes Occur Imp
Problems Too Many People Having Too Much Trouble Stock Prices Earning
SRI Pilot Test SDS Meeting Planned for 010522 at SRI

1811 -    ..
1812 - Summary/Objective
1813 -
181301 - Follow up ref SDS 16 0000, ref SDS 15 0000,
181302 -
181303 - Jo advises she didn't call on 010425 as planned to follow up reminder
181304 - letter, ref DIP 2 0001, submitted on 010424 and linked to the record
181305 - on 010411, ref SDS 15 T46F, because she encountered a problem with her
181306 - schedule program.
181307 -
181308 -     [On 010521 another problem with the computer. ref SDS 20 JK8M
181309 -
181310 - She went offline to investigate scheduling the meeting with Curt.
181311 -
181312 - Jo came back online about 5 minutes later.
181313 -
181314 - She needs to investigate further, and will call back later today.
181315 - ..
181316 - This follows up message for Jo McKensie about scheduling a
181317 - meeting with Curt per the letter, ref DIP 1 0001, linked to the
181318 - meeting on 010122. ref SDS 8 0001  This follows up telecon with Pat on
181319 - 010403. ref SDS 14 0001
181320 -
181321 - Curt planned to review POIMS, ref OF 1 0001, per the meeting on
181322 - 010122. ref SDS 8 458J
181323 -
181324 -      Urgency of using SDS ref DIP 1 SU7H, to strengthen follow up
181325 -      because "too many people are having too many problems," that
181326 -      reduce productivity, earnings and stock prices, reported on
181327 -      001207, ref SDS 4 V54M, and discussed with Curt on 010122.
181328 -      ref SDS 8 GZ5M  On 010111 Pat Lincoln cited objective to improve
181329 -      coordination and collaboration. ref SDS 6 EF6M
181330 -
181331 -      Examples of problems occurred today, reported in this record.
181332 -
181333 - Current objective is to schedule SDS demonstration proposed in the
181334 - letter on 010320, ref DIP 1 SU7H, based on Curt's idea to follow up
181335 - the meeting on 010122, ref SDS 8 GM5F, that discussed a value
181336 - proposition from using SDS at SRI. ref SDS 8 JS8J
181337 -
181338 -
181339 -  ..
1814 -
1815 -
1816 - 1726
1817 -
181701 - Jo said she sent a letter at 1314 today on scheduling a meeting with
181702 - Curt.
181703 -
181704 - Upon checking, she found there was another problem; she sent the
181705 - letter this morning to the wrong email address.  I suggested
181706 - correcting the address in the email system address book.
181707 -
181708 - Jo did that.
181709 -
181710 - Jo explained in our call that her letter says the earliest we can
181711 - meet with Curt is.....
181712 -
181713 -
181714 -                     010522  0900 1100
181715 -
181716 -
181717 - Curt is hiring a new VP, and has a series of off-site meetings that
181718 - have filled his calendar until the 010522 date.
181719 -
181720 - She set two hours for our meeting, because she was not certain how
181721 - long it will take.
181722 -
181723 - We decided that planning a meeting on 010522 will make it easier for
181724 - Pat Lincoln, and possibly others, to coordinate scheduling in order to
181725 - join the meeting.
181726 -
181727 - While we talked, Jo corrected her earlier letter and submitted it
181728 - again.
181729 -
181730 -
181731 -  ..
1818 -
1819 -
1820 - 1737
1821 -
182101 - Received ref DRT 1 0001 from Jo confirming telecon, per above.  While
182102 - we talked, I accepted the meeting date of.....
182103 -
182104 -                         010522
182105 -                         0900 - 1100
182106 -
182107 - This supports planning on 010122 for follow up meeting. ref SDS 8 458J
182108 -
182109 - Explained I need to talk to Curt by phone for a few minutes in advance
182110 - of our meeting, on confirming agenda, per above. ref SDS 0 3F6M
182111 -
182112 - Jo will try to have him call after his meeting today, which is
182113 - scheduled to end at 1800.  Otherwise, Jo will ask Curt to call in the
182114 - morning.
182115 -
182116 -     [On 010507 coordinated with Curt on the meeting. ref SDS 17 0001
182117 -
182118 - She noted the keyboard in the background of our call is a little
182119 - irritating, but it is okay.  She understands we are trying to keep up
182120 - with the flow of activity, and it is not an easy job.
182121 -
182122 - Submitted ref DIT 1 0001 linked to this record to confirm these
182123 - understandings.  Sent a copy to Pat Lincoln.
182124 -
182125 -     [On 010516 called Pat scheduled meeting to prepare for meeting
182126 -     with Curt. ref SDS 18 0001
182127 -
182128 -     [On 010517 met with Pat to prepare for meeting with Curt on
182129 -     010522. ref SDS 19 KQ3G
182130 -
182131 - Provided another link to POIMS, ref OF 1 0001, to facilitate Curt's
182132 - review.
182133 -
182134 -     Linked to meeting on 010122 showing Curt's plan to review POIMS,
182135 -     then meet to see a demonstration of SDS. ref SDS 8 458J
182136 -
182137 -     Pat Lincoln noted on 010111 that SDS can help SRI. ref SDS 6 OE8H
182138 -
182139 -     Using SDS will save SRI time and money, ref DIT 1 RU6J, cited in
182140 -     the record on 010122. ref SDS 8 JS8J
182141 -
182142 -     SRI can lead in transitioning world economy from IT to culture of
182143 -     knowledge, ref DIT 1 RU6J, proposed in the letter, ref DIP 3 0001,
182144 -     on 001011. ref SDS 3 0001
182145 -
182146 -     POIMS explains these ideas on transitioning from a culture of
182147 -     information to a culture of knowledge. ref OF 1 8774 and
182148 -     ref OF 1 K84L
182149 -
182150 -
182151 -
182152 -
182153 -
182154 -
182155 -
182156 -
182157 -
182158 -
Distribution. . . . See "CONTACTS"