CONTACTS 
0201 - Maskery & Associates                                                                                                                                           O-00000805 0604
020101 - Mr. Ron Pinder                                                                                                                                                   O-00000805 0604

SUBJECTS
Amazing SDS Improves Memory, 000926 Henry van Eykan, 001116 Jack Park
Usefulness Com Metrics DKR Illustrated by SDS on the Web, 000716
Hentz, Joseph CEO Volitional Partners Called and Submitted Business P

0905 -
0905 -    ..
0906 - Summary/Objective
0907 -
090701 - Follow up ref SDS 32 0000, ref SDS 31 0000.
090702 -
090703 - Joseph Hentz is the CEO of a start up, Volitional Partners.  He seems
090704 - to have found SDS records on the Internet and over the past week has
090705 - called and written expressing interest in SDS and Com Metrics.  This
090706 - interest is based in part on language Volitional Partners uses to
090707 - describe products and services that is common in POIMS concerning
090708 - intellectual capital. ref SDS 0 KA5U  Joseph submitted some business
090709 - planning he is doing with IBM and requests a meeting. ref SDS 0 VN5L
090710 - Discussed Joseph's ideas with Morris, and then sent a letter to Joseph
090711 - explaining potential common interests, ref SDS 0 F98L, that might
090712 - support a meeting. ref SDS 0 VD57
090713 -
090714 -
090715 -
090716 -
090718 -  ..
0908 -
0909 -
0910 - Progress
0911 -
091101 - Attribution, Credit, Ownership New Way of Working
091102 - Intellectual Capital Proposed for Employee Ownership of IP
091103 - Software and Training for Employees to Own Intellectual Property
091104 -
091105 - A few days ago there was a message on the telephone service in San
091106 - Francisco from Joseph Hentz.  He is the CEO of Volitional Partners, a
091107 - start up company in Mountain View.
091108 -
091109 - Information from Joseph seems to indicate that Volitional recognizes
091110 - the importance of intellectual capital, ref SDS 0 GH4O, from a
091111 - perspective that is different from POIMS, though still quite useful.
091112 -
091113 -      [...below, sent letter to Joe suggesting he review POIMS for
091114 -      common ground on implementation of his ideas about intellectual
091115 -      capital, based on experience using the SDS program. ref SDS 0
091116 -      F39S
091118 -  ..
091119 - POIMS describes a concept of "investing" information from meetings,
091120 - calls and documents to create a body of knowledge for conducting daily
091121 - business that comprises "intellectual capital."  Some authorities call
091122 - this work "intelligence," others describe daily work history as
091123 - "organizational memory," or simply the "record." ref OF 1 1101  POIMS
091124 - presents a theory of investing that uses a plan, perform, report
091125 - process to achieve ROI of 10:1, because accuracy and "knowledge" of
091126 - cause and effect has predictive power that is far more valuable than
091127 - mere information, as reported by USACE on 971007. ref DRP 4 0001
091129 -  ..
091130 - Demand at the Department of Defense (DOD) for capturing intellectual
091131 - capital and adding intelligence to create knowledge for saving time
091132 - and money, was reviewed on 020217, ref SDS 24 1332, and reflects prior
091133 - comments by former Secretary of State, Henry Kissinger reported on
091134 - 940609. ref SDS 7 4238
091136 -  ..
091137 - Joseph's approach seems to be to vest employees with ownership rights
091138 - to work product and value derived from daily work. ref SDS 0 GH4O  The
091139 - aim is to increase productivity and earnings by drawing on powerful
091140 - self-interest dynamics of owning property. ref SDS 0 GA42 Volitional
091141 - Partners seems to be developing software to keep track of
091142 - entitlements. ref SDS 0 KC3I
091144 -  ..
091145 - In some respects it aligns with Joe's Palanza's ideas on network
091146 - bookkeeping for enterprise management, reviewed on 990716. ref SDS 12
091147 - LV4K  There may also be some alignment with objectives for attribution
091148 - discussed for work on a DKR, reviewed on 001224. ref SDS 17 ST9K
091150 -  ..
091151 - Contact information is shown as...
091152 -
091153 -                 Volitional Partners
091154 -                 590 Castro St. Suite B
091155 -                 Mountain View, CA  94041
091156 -                 Phone: 650.988.9922
091157 -
091158 -                 http://www.VolitionalPartners.com
091160 -  ..
091161 - Joseph's contact information is...
091162 -
091163 -                 Joseph M. Hentz, MBA
091164 -                 Joseph@volitionalpartners.com
091165 -                 Chief Operating Officer (CEO)
091166 -                 Volitional Partners
091167 -                 590 Castro St. Suite B
091168 -                 Mountain View, CA  94041
091169 -                 650 988 9922 x 22
091170 -
091171 -                 http://www.Entreployee.net
091173 -  ..
091174 - The difference between the two web sites is not yet clear.
091175 -
091176 - Joseph said he bumped into the Welch web site while doing research for
091177 - capabilities that match the products and services his company is
091178 - marketing.  He wants to talk about synergy and that type of thing.
091179 -
091180 - I called back and left a message.
091181 -
091183 -  ..
091184 - Meeting Requested to Explore Mutual Opportunities
091185 -
091186 - Later, on 020627 Joseph sent a letter with business planning ideas he
091187 - is pursuing with IBM, that says....
091188 -
091189 -     Rod
091190 -
091191 -     Thanks for the call back. This note to you is a carbon copy of a
091192 -     few letters to individuals at IBM VC; perhaps it will give you a
091193 -     good perspective. Would welcome a brief meeting to speak with you
091194 -     about the proprietary technology we have in development and the
091195 -     Silicon Valley entreployee's signing the Entreployee Declaration
091196 -     of Interdependence, a grass roots, bottom up strategy. I've
091197 -     included our exec. summary for you to read and would be happy to
091198 -     send you a detailed diagram of the Proprietary Platform? if you'd
091199 -     like; I'd prefer to present the business model in person. Thanks
091200 -     again Rod.
091201 -
091202 -          [...below, suggest that Joseph review POIMS, and then let us
091203 -          know if he wants to meet. ref SDS 0 VD57
091205 -  ..
091206 - There was additional information in Joseph's letter that seemed to be
091207 - extracted from sales material, or some other document....
091208 -
091209 -     This Proprietary Revolution is coming soon. It's not "if", it's
091210 -     "when" because all humans desire greater autonomy and control over
091211 -     their life and property. IBM and Volitional Partners are well
091212 -     positioned to make this desire a reality. Once this space is
091213 -     captured, it becomes as close to invincible as anything can be in
091214 -     the world of commerce. The fruits are unimaginably large: this is
091215 -     an "operating system" for all profitable human interaction! We
091216 -     want to build it with IBM.
091218 -  ..
091219 - An Internet address was given....
091220 -
091221 -     http://www.entreployee.net
091222 -
091223 - ...and then there is a list of 5 ideas and capabilities....
091225 -         ..
091226 -    1.  Tremendous Competitive Advantage for all Organizations who
091227 -        Embrace the Proprietary Platform?.
091228 -
091229 -    2.  Organizations will lose their best and brightest if they
091230 -        don't.........PAIN
091231 -
091232 -    3.  We have a tremendous value proposition for IBM, "The Louisiana
091233 -        Purchase."
091235 -         ..
091236 -    4.  We have choke-point control on this new industry....
091237 -
091238 -    5.  Entreployees OWN their IP, Entreployees CREATE more Wealth.
091239 -
091240 -  ** By IP we mean ideas, actions, knowledge, skills, relationships,
091241 -     integrity.
091242 -
091244 -  ..
091245 - IBM Marketing and Business Proposal Initiative
091246 -
091247 - Joseph attached a document dated 020627, ref DRT 1 0001, prepared with
091248 - Microsoft Word and marked confidential, so this part of the record
091249 - will be commented out....
091250 -
091251 - //
091252 - This document says in part....
091253 -
091254 -                The Proprietary Platform and the Entreployee
091255 -
091256 -                The Universal Business Model: UBM
091257 -
091259 -       ..
091260 -      The business opportunity is an enormous emerging demand for
091261 -      individuals to work by interacting on a global scale while
091262 -      retaining a measurable proprietary interest in the intellectual
091263 -      property* they generate. Companies do this as a matter of course,
091264 -      individuals cannot. ref DRT 1 H66N
091266 -       ..
091267 -      This business opportunity is durable because it grows out of an
091268 -      innate human desire - self-determination. The opportunity is
091269 -      timely because technology now permits individuals to interact
091270 -      irrespective of geography or company affiliation. ref DRT 1 W67I
091272 -       ..
091273 -      When an individual invests his intellectual capital into a
091274 -      project or task, how is his investment monitored and measured?
091275 -      How does he measure his ROI? He cannot, because there is no
091276 -      infrastructure in place that permits interaction with the
091277 -      sophistication of measurement. ref DRT 1 3E7N
091279 -       ..
091280 -      The opportunity is to be the first to create that infrastructure
091281 -      - the Universal Business Model. ref DRT 1 DE8I
091282 -
091283 -      (* By "intellectual property" we mean: the ideas, actions,
091284 -      knowledge, skills and relationships provided by an individual.),
091285 -      ref DRT 1 DE8I
091287 -  ..
091288 - Solution offered by Volitional Partners...
091289 -
091290 -      Our solution is a software based integrated system that includes
091291 -      management consulting and training that enables companies to
091292 -      operate on a fully proprietary model. Projects and tasks are
091293 -      tracked throughout their lifetime and their value is calculated
091294 -      so the intellectual investors (including the company itself) can
091295 -      be compensated as a function of the durable value. ref DRT 1 VF9H
091297 -       ..
091298 -      As proprietary interest increases, so does innovation and
091299 -      creativity. This rising tide of innovation yields benefit to both
091300 -      the company and to the individual within the company. Our
091301 -      software also facilitates the interaction of all persons within
091302 -      the company and (if desired) with persons outside the company who
091303 -      wish to operate on the same Universal Business Model. ref DRT 1
091304 -      VF9O
091306 -       ..
091307 -      Ultimately, this model will be available to any person or company
091308 -      anywhere in the world through interaction on our Proprietary
091309 -      Platform. ref DRT 1 CG4L
091311 -  ..
091312 - Volitional Wants Strategic Relationship with IBM
091313 -
091314 -      We are interested in forming a strategic relationship that will
091315 -      build and implement the Proprietary PlatformT that creates the
091316 -      infrastructure of full proprietary interaction between
091317 -      individuals and companies. ref DRT 1 GH5H
091319 -  ..
091320 - IBM's Benefits....
091321 -
091322 -      IBM can expect to own a large part of  the "toll booth" that
091323 -      permits virtually all future innovation to manifest. By jointly
091324 -      owning the universal "operating system" that allows all
091325 -      individuals to interact in a collaborative way to create products
091326 -      and services of value - and to measure the ROI on them - IBM and
091327 -      Volitional Partners earns a fee proportionate to the value
091328 -      created by those products and services. (This is one of five
091329 -      sources of revenue.) This is a durable business concept
091330 -      innovation that will last as long as individuals have rational
091331 -      self-interest. ref DRT 1 6A5O
091332 -
091333 - //
091335 -  ..
091336 - Proprietary Notice:
091337 -
091338 -      The ideas in this article are those of the author(s). If you
091339 -      choose to act on these ideas it is a condition of the author(s)
091340 -      that you do so in a moral way; by communicating acknowledgement
091341 -      to the author(s) and to others. Moreover, these ideas offer only
091342 -      a hint of the further ideas and valuable products that flow from
091343 -      them. Those ideas and products will only be shared with parties
091344 -      who act morally. The author(s) steadfastly intend to always make
091345 -      it more profitable for anyone to use these ideas morally than to
091346 -      use them without acknowledgement. If you request permission to
091347 -      excerpt or reprint this article you will almost certainly receive
091348 -      it. ref DRT 1 LA6O
091349 -
091351 -  ..
091352 - Meeting Requested by Volitional Partners
091353 -
091354 - I called and then sent a letter to Morris saying....
091355 -
091356 -     Per our telecon, got another call this afternoon from Joseph
091357 -     Hentz. This one says he reviewed the Com Metrics home page, and
091358 -     wants to have a meeting on synergy and so on.
091360 -      ..
091361 -     Joseph sent a letter that includes a Word document on an
091362 -     initiative he is pursuing with IBM. ref SDS 0 TW58  At one level,
091363 -     his approach sounds like a complicated accounting chore. Perhaps
091364 -     that is what the software mentioned on their web site is intended
091365 -     to accomplish.  Also sounds like he wants IBM to help with
091366 -     development of the software.  Not sure, but my guess is that
091367 -     Joseph has a concept and is looking for funding to implement it.
091368 -
091370 -  ..
091371 - Marketing Interest in SDS and Com Metrics Growing from Internet
091372 - Internet Grows Marketing Interest in SDS and Com Metrics
091373 -
091374 - Joseph's interest in SDS and Com Metrics from reviewing the
091375 - Welch web site reflects other recent comments by...
091376 -
091377 -     Paul Robinson with Sletten............ 020426, ref SDS 26 XQ7I
091378 -     Ron Pinder with Maskery............... 020527, ref SDS 31 0001
091379 -     Jim Reeks with MeetingMaker........... 020521, ref SDS 29 0001
091380 -     Tom Jones an educator................. 020520, ref SDS 28 0001
091381 -     Jeff Gruszynski likes Com Metrics..... 020531, ref SDS 32 0001
091382 -
091384 -  ..
091385 - Submitted ref DIT 1 0001 responding to Joseph's letters and calls...
091386 -
091387 -   1.  Thanks for your letter today and for your call this past
091388 -       Thursday, per above, ref SDS 0 KA5U, following up some phone tag
091389 -       the past few days.
091391 -        ..
091392 -   2.  If you have time to look through POIMS, ref OF 1 6221, you will
091393 -       see some discussion on intellectual capital, which may relate to
091394 -       objectives in your initiative with IBM, ref OF 1 1101, and your
091395 -       business model. ref DIT 1 QA5N
091397 -        ..
091398 -   3.  The theory set out in POIMS explains architecture, objectives
091399 -       and benefits of a software program, the Schedule Diary System
091400 -       (SDS), which has been developed over the past 20 years to enable
091401 -       people and organizations to use good management practice
091402 -       consistently, i.e., 24 7.  In very simplistic terms, SDS
091403 -       accomplishes a large part of objectives for Enterprise
091404 -       Management, Knowledge Management and the Paperless/Virtual
091405 -       Office for using technology to lift the capacity to think,
091406 -       remember and communicate.  Research at SRI the past two years,
091407 -       reported on 000324, ref SDS 13 4877, and more recently reported
091408 -       by Dave Snowden at IBM on 020608, ref SDS 33 ZN6I, indicates
091409 -       that SDS is the only KM capability in use, and likely to remain
091410 -       so for the foreseeable future.
091412 -        ..
091413 -   4.  Some people have commented favorably on SDS to perform the new
091414 -       management science of Communication Metrics, as shown in the
091415 -       record on 010907, ref SDS 19 KX3L,
091416 -
091417 -   5.  In particular, USACE reported ROI of 10:1 based on experience
091418 -       using SDS for Com Metrics to improve daily management.
091419 -       ref DRP 4 0001
091420 -
091421 -   6.  Within the past year or so, enabling forces have begun to form
091422 -       that may build sufficient pressure for market success, as
091423 -       discussed with Doug Engelbart on 011120. ref SDS 22 H67I
091425 -        ..
091426 -   7.  If you have time to plow through some of this background, and
091427 -       feel there is potential synergy with your initiatives, please
091428 -       let me know, and we can schedule some time to visit. ref DIT 1
091429 -       FJ4J
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