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


S U M M A R Y


DIARY: September 26, 2001 10:10 AM Wednesday; Rod Welch

Letter to Jeff Conklin on alliance to advance KM.

1...Summary/Objective
2...Bright Stars Need Alliance for Progress in Knowledge Management
3...Conklin Supports POIMS Ideas on KM, Com Metrics, Another Bright Star
4...Intelligence Converts Information into Useful Knowledge
5...SDS and Com Metrics Effective Support for Organizational Memory
.....Dialog and Documents Integration Key to KM
.....Plan Perform Report Theory Cognition Conflicts Recent Thinking
.....Jeff Starting New Business Very Busy
.....Conference Can Focus Bright Stars to Advance KM
.....Bright Stars Coherent Effort Elusive, Frustrating, Need Focus
............Preparing for Peace and Prosperity in War and Recession


..............
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CONTACTS 
0201 - CogNexus Institute                   410 798 4495
020101 - Dr. Jeff Conklin
020102 - jeff.conklin@verizon.net

SUBJECTS
Conklin, Jeff Groupware and Computer-Supported Cooperative Work
Bright Stars Disciples, Ambassadors for Change
POIMS SDS Jeff's Work Supports KM Theory
Alliances Empower Bright Stars to Develop KM Through Open Source, Dou
Peer Review on Defining KM in POIMS, Submitted
Alliance with Jeff Review POIMS, SDS
Conklin, Jeff Peer Review

1409 -    ..
1410 - Summary/Objective
1411 -
141101 - Follow up ref SDS 98 JY4O, ref SDS 96 0001.
141102 -
141103 - Submitted letter to Jeff Conklin whose work appears to compliment Com
141104 - Metrics and SDS, based on writings of OHS/DKR project.  Explained
141105 - objective to form alliance to focus talents many bright stars for
141106 - advancing KM.  Jeff replied with a thoughtful and supportive ideas,
141107 - including a holding conference.
141108 -
141109 -      [On 011031 submitted letter thanking Jeff for his letter and
141110 -      responding to his idea for a conference. ref SDS B4 0001
141111 -
141112 -
141113 -
141114 -  ..
1412 -
1413 -
1414 - Progress
1415 -
141501 -  ..
141502 - Bright Stars Need Alliance for Progress in Knowledge Management
141503 - Conklin Supports POIMS Ideas on KM, Com Metrics, Another Bright Star
141504 -
141505 - Received a letter today from Jeff Conklin to the OHS/DKR team on
141506 - something related to organizing the record.
141507 -
141508 - This letter provided an email address for Jeff, so I sent a letter
141509 - linked to the record on 010420 reviewing Jeff's work.
141510 -
141511 - Submitted ref DIT 1 0001 with link to the record on 010420 reviewing
141512 - some of Jeff's work on organizational memory. ref SDS 98 JY4O
141513 -
141514 -     While many people have become discouraged about creating effective
141515 -     KM, reported for example a few days later by Pat Lincoln at SRI on
141516 -     010426. ref SDS A0 657O
141517 -
141518 -     ....a number of "bright stars" are showing useful intelligence can
141519 -     be derived by connecting organizational memory in particular ways,
141520 -     see for example POIMS. ref OF 1 1104 Jeff's work on organizational
141521 -     memory shows this potential, from review on 010420. ref SDS 98
141522 -     JY4O
141523 -
141524 -         [...below, Jeff proposes conference to focus talents.
141525 -         ref SDS 0 3M8I
141526 -     ..
141527 -     Recent events on 010911 have elevated the need for
141528 -     intelligence. ref SDS A6 UP5K  Possibly your work can contribute
141529 -     by forming an alliance to bring this capability to bear on meeting
141530 -     this need, per recent letter to DCMA, ref DIP 6 447F, on 100920.
141531 -     ref SDS A9 0001
141532 -
141533 -
141534 -
141535 -
141536 -
1416 -

SUBJECTS
Awed Overwhelmed by SDS Review POIMS
KM Bridges Documents and Dialog Meetings
Conklin, Jeff Awed Overwhelmed by SDS POIMS Paper
CogNexus Institute Jeff Conklin Awed Overwhelmed SDS POIMS

1907 - 2207
1908 -
190801 -  ..
190802 - Intelligence Converts Information into Useful Knowledge
190803 - SDS and Com Metrics Effective Support for Organizational Memory
190804 -
190805 - Received ref DRT 1 0001 from Jeff saying.....
190806 -
190807 -     I've just spent over an hour awed and overwhelmed as I read
190808 -     through the documents you sent links to.  There's a lot to digest
190809 -     here.  I still don't know what "SDS" means, and it took quite a
190810 -     while to make sense of the some of the other acronyms (e.g.
190811 -     POIMS).
190812 -
190813 -          SDS, POIMS and Com Metrics are explained in the record on
190814 -          011011. ref SDS B3 VF4K
190815 -     ..
190816 -     I was/am most impressed by the analysis and criticism of the
190817 -     Designing Organizational Memory paper, ref DRT 1 5O5N, in the
190818 -     record on 010420. ref SDS 98 IE4M
190819 -
190820 -          [On 011031 submitted letter thanking Jeff for taking the time
190821 -          to review SDS and to comment favorably. ref SDS B4 0001
190822 -
190823 -          [On 011105 Jeff commends SDS for enabling people to perform
190824 -          KM by capturing and using organizational memory. ref SDS B5
190825 -          4S6H
190826 -
190827 -
190828 -      ..
190829 -     Dialog and Documents Integration Key to KM
190830 -
190831 -
190832 - Jeff points out...
190833 -
190834 -     KM bottleneck is disconnect between KM systems, which are document
190835 -     oriented, and meetings, which are conversation-oriented where
190836 -     thinking and learning occur.  STM metaphor is the focus of Jeff's
190837 -     Dialog Mapping approach and Verizon's Compendium approach:
190838 -     building a bridge between the two environments. ref DRT 1 RP7N
190839 -
190840 -            [On 011105 Jeff reports that SDS is a tremendous step in
190841 -            the right direction. ref SDS B5 6T6O
190842 -         ..
190843 -         This is a strong point that reflects SDS capability for
190844 -         investing intellectual capital from documents, communication
190845 -         and all other sources, as explained in POIMS. ref OF 1 1101
190846 -         SDS is a KM capability that is not document oriented, but
190847 -         rather strives to advance the traditional role of documents
190848 -         with Knowledge Space. see POIMS, ref OF 1 1107
190849 -
190850 -         The paper Dialog, Documents and Human Memory discusses some
190851 -         details on using SDS for integrating understandings from all
190852 -         sources into organizational memory. ref OF 4 2117
190853 -
190854 -         Examples of work product showing capture of meeting, as Jeff
190855 -         seems to have in mind, is shown in the record on 011017 that
190856 -         lists meetings at SRI during last year. ref SDS 66 1575
190857 -         ..
190858 -         The US Army Corps of Engineers published a report
190859 -         explaining how Communication Metrics implemented by SDS
190860 -         integrates documents and dialog to strengthen daily work.
190861 -         ref DRP 3 6172
190862 -
190863 -
190864 -
190865 -
190866 -
190867 -
190868 -
1909 -

SUBJECTS
Plan Perform Report Theory Cognition Conflicts Recent Thinking
Management Cycle, Automate & Integrate to Lift Productivity
Good Management Consistently Fast and Easy

2106 -
210601 -      ..
210602 -     Plan Perform Report Theory Cognition Conflicts Recent Thinking
210603 -
210604 -
210605 - Jeff explains....
210606 -
210607 -     On a side note, the analysis of work as Plan-Perform-Report, or
210608 -     any similar linear sequence, does not square with much recent
210609 -     thinking about situated cognition and the reflective practitioner.
210610 -     I can't tell from the POIMS document if the idea is to support the
210611 -     linear model or to transport the manager beyond it with
210612 -     appropriate tools. ref DRT 1 004L
210613 -
210614 -            [On 011222 Gary Johnson comments that understanding
210615 -            causation from history is often shallow and linear.
210616 -            ref SDS B6 4V9G
210617 -         ..
210618 -         Plan, perform, report management cycle summarizes a very
210619 -         complex issue so people can consistently capture a larger
210620 -         share of organizational memory, add "intelligence," and build
210621 -         and maintain shared meaning, explained in POIMS. ref OF 1 6649
210622 -         see also Deming, ref OF 1 0336
210623 -
210624 -            [On 011105 Jeff commended SDS for enabling people to
210625 -            capture organizational memory that is possible with other
210626 -            methods. ref SDS B5 4S6H
210627 -         ..
210628 -         The SDS design recognizes that while life is an
210629 -         extremely complex, parallel environment, subconscious parallel
210630 -         processing to handle this complexity occurs in the background,
210631 -         essentially hidden from the minds eye that sees and reacts to
210632 -         the world moment to moment. Thus, the conscious span of
210633 -         attention works primarily in a sequential mode doing one thing
210634 -         at a time.  This necessarily creates enormous tension that
210635 -         boils up into outbursts like....
210636 -
210637 -                      I don't have time to think.
210638 -
210639 -                      I can't do eveything at once.
210640 -
210641 -                      Why is this always happening to me?
210642 -         ..
210643 -         How can we leverage the strengthes of subconscious
210644 -         parallel processing for better performance doing one thing at
210645 -         a time?  SDS strives to help people balance these innate
210646 -         tensions that arise from being forced to work sequentially in
210647 -         a parallel world, by expanding span of attention. see again
210648 -         POIMS, ref OF 1 8774
210649 -
210650 -         Detailed steps of implementation are set out on 001219.
210651 -         ref SDS 78 FO5M  This record is an example.
210652 -         ..
210653 -         Span of attention has been reviewed extensively on three
210654 -         (3) occassions....
210655 -
210656 -           • people can maintain alignment for a minute, analysis on
210657 -             950204. ref SDS 16 QQ3F
210658 -
210659 -           • Professor George Miller's paper on span of attention,
210660 -             Magical Number Seven, reviewed 990303. ref SDS 38 6120
210661 -
210662 -           • Business text recognizes limited span of attention central
210663 -             to communication challenge, reviewed on 970829.
210664 -             ref SDS 32 7721
210665 -
210666 -         SDS design that implements plan perform report has proven
210667 -         effective for about 20 years, reported recently on 010916.
210668 -         ref SDS A7 0001
210669 -         ..
210670 -         Research at SRI the past several years indicates no
210671 -         other methods have come forward that work, as recently
210672 -         reviewed on 010916. ref SDS A8 4J4J
210673 -
210674 -             [On 011003 further listing of SDS support for KM.
210675 -             ref SDS B2 PS7I
210676 -
210677 -
210678 -
210679 -
210680 -
210681 -
2107 -

SUBJECTS
Bright Stars Frustrated Cannot Focus Talent Interest to Advance KM
Conference Can Focus Talents to Advance KM
Conference Proposed to Focus Bright Stars, Proposed by Jeff Conklin
Focus with Conference Proposed by Jeff Conklin

2707 -
270701 -      ..
270702 -     Jeff Starting New Business Very Busy
270703 -     Conference Can Focus Bright Stars to Advance KM
270704 -     Bright Stars Coherent Effort Elusive, Frustrating, Need Focus
270705 -
270706 -
270707 - Jeff continues...
270708 -
270709 -     I share your frustration that there are all these "bright lights"
270710 -     with similar ideas and commitments and yet a coherent project is
270711 -     slow in gelling.  Perhaps we need a conference or workshop (or
270712 -     several) to focus and galvanize us into a community of action and
270713 -     a funded  project.  I don't know. ref DRT 1 9G9J
270714 -
270715 -         Jeff seems to have reviewed the record on 010420 explaining
270716 -         challenge of focusing bright stars, ref SDS 98 YY5J; so Jeff
270717 -         is responding to the letter on this point, ref DIT 1 G56I,
270718 -         submitted today, per above. ref SDS 0 JY4O
270719 -
270720 - ..
270721 - Jeff continues...
270722 -
270723 -     I am, alas, mostly absorbed with getting my own business going
270724 -     these days, so even email exchanges like this are a luxury.
270725 -     ref DRT 1 UN4G
270726 -
270727 -         With Jeff starting a new business he will have little time to
270728 -         think carefully about new ideas and to contribute in moving a
270729 -         conference forward.
270730 -
270731 -             [On 011031 submitted letter responding to idea for a
270732 -             conference. ref SDS B4 0001
270733 -
270734 -             [On 020301 Jeff sends call for papers on a workshop to
270735 -             facilitate meetings using hypertext. ref SDS B7 0001
270736 -
270737 -             [On 020703 ask about getting report on results of
270738 -             conference held in June. ref SDS B8 0001
270739 -         ..
270740 -         If he has a lieutenant that can be assigned in whom he
270741 -         has a lot of trust, then it might be possible to proceed with
270742 -         a conference, as follows....
270743 -
270744 -          ..
270745 -         Conference title might be.....
270746 -
270747 -            Preparing for Peace and Prosperity in War and Recession
270748 -
270749 -               New way of working for a new world order
270750 -               Adding Intelligence to Management
270751 -
270752 -         Conference would only be useful if we avoid the tech folks in
270753 -         favor of people like Andy Grove to come explain importance of
270754 -         organizational memory based on his book calling for taking
270755 -         copious notes to avoid ambiguity of mental maps, reviewed on
270756 -         980307. ref SDS 34 4485
270757 -
270758 -         Two other people who would be helpful for such a conference
270759 -         would be Henry Kissinger and George Shultz, based on their
270760 -         recognition that "intelligence" for national security requires
270761 -         support for anlaysis, from review on 940609. ref SDS 14 4238
270762 -         ..
270763 -         SRI could present findings from research past two years
270764 -         that indicates SDS is a capability that works, as reported on
270765 -         010916. ref SDS A8 UF9M  Endorsement letter Pat Lincoln is
270766 -         working on from the record on 010711, ref SDS A3 0001, could
270767 -         be presented, per telecon with Pat on 010920. ref SDS B0 0001
270768 -
270769 -         Recent event on 010911 elevate awareness of this need.
270770 -         ref SDS A6 UP5K
270771 -
270772 -         If people with value at risk cannot come to believe in their
270773 -         own rhetoric enough to invest in pilot testing and deployment
270774 -         of Com Metrics, then CEOs will be the only people with
270775 -         authority to add intelligence to daily work, and since many
270776 -         CEOs don't want to do this, the economy and national security
270777 -         will continue to implode.
270778 -         ..
270779 -         A carefully prepared event as prepared for the Asilomar
270780 -         conference in 1996, as reported on 951114, ref SDS 21 0001,
270781 -         but which failed to to occur, reported on 960715, ref SDS 25
270782 -         0001, could be effect.  Without adequate participation and
270783 -         planning, another conference should not be considered.
270784 -
270785 -             [On 020703 ask about getting report on results of
270786 -             conference held in June. ref SDS B8 0001
270787 -
270788 -
270789 -
270790 -
270791 -
270792 -
270793 -
270794 -
270795 -
270796 -
270797 -
270798 -
Distribution. . . . See "CONTACTS"