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: August 13, 2002 11:52 AM Tuesday; Rod Welch

Gary ready to start using SDS needs terms and conditions.

1...Summary/Objective
2...Experience Expands Understanding of POIMS, Com Metrics Theory
3...Learning Integrated Features and Complementary Data Bases Takes Time
4...Ready to Learn SDS, Gary Knows Takes Time to Learn New Way of Working
5...Terms and conditions for ownership


..............
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CONTACTS 

SUBJECTS
SDS Use to Gain Experience Learn KM to Design Improvements, Gary John
Experience Deployment SDS Enable People Discover Advantage of Working
SDS Gary Wants to Try Using SDS but Need Formula for Compensation He
10% Ownership Offered to Gary Ask Morris Jones for Opinion
Gary Use SDS Gain Experience Learn KM to Design Improvements
Johnson, Gary SRS Work Shows Need to Use SDS in Order to Understand a
Johnson, Gary Discuss Using SDS Terms and Conditions
Learn SDS Difficult Integrated Features Complementary Data Bases New

2210 -
2210 -    ..
2211 - Summary/Objective
2212 -
221201 - Follow up ref SDS 14 0000, ref SDS 13 0000.
221202 -
221203 - Sent a letter to Gary explaining opportunity to begin learning SDS
221204 - during the period between assigments with Aerospace company. ref SDS 0 O65L  An
221205 - example is when Morris did not having time to learn SDS while working
221206 - at Chips, ref SDS 0 4M6G, because there is a lot to learn in order to
221207 - use SDS. ref SDS 0 4N3G  Suggested contacting Bill DeHart and Wayne
221208 - Wetzel for an understanding about the effort required to learn SDS.
221209 - ref SDS 0 QW8J  If Gary can get up to speed, it will be great to have
221210 - another person creating SDS records and improving SDS. ref SDS 0 7Y9K
221211 - Gary responded that he is ready to start learning and using SDS and
221212 - soon as we can make it happen. ref SDS 0 M68M  Wrote a letter to
221213 - Morris about ideas for getting Gary started. ref SDS 0 1S6N
221214 -
221215 -     [On 020822 followed up with another letter to Morris. ref SDS 17
221216 -     1S6N
221217 -
221218 -
221219 -
221221 -  ..
2213 -
2214 -
2215 - Progress
2216 -
221601 - Experience Expands Understanding of POIMS, Com Metrics Theory
221602 - Learning Integrated Features and Complementary Data Bases Takes Time
221603 -
221604 - Follow up ref SDS 14 O65L, ref SDS 13 IG6K.
221605 -
221606 - Last night I sent an email to Gary explaining advantages for learning
221607 - to use SDS, as a result of not having a current assignment at Aerospace company.
221609 -  ..
221610 - Our goal is to have other people producing SDS records on the
221611 - Internet, as Gary noted on 011210. ref SDS 4 9H6H
221613 -  ..
221614 - This letter said....
221615 -
221616 -   1.  In our recent discussions Gary has commented that the current
221617 -       interim period between assignments with Aerospace company may not provide
221618 -       enough activity for pilot testing the SDS program. ref DIT 1
221619 -       0001
221621 -        ..
221622 -   2.  Experience over the years where others have learned SDS shows
221623 -       that time Gary currently has available between assignments with
221624 -       Aerospace company is ideal for starting to learn SDS, similar to taking a
221625 -       class to learn another software program, learn a new engineering
221626 -       discipline, or get an MBA degree. ref DIT 1 KX5O
221628 -        ..
221629 -   3.  If Gary was on the job, there would be no time to learn, because
221630 -       people are forced to rely on what they already know in order to
221631 -       get things done day-to-day. ref DIT 1 SY6J  The pressure to find
221632 -       time for learning SDS would be very frustrating, as occurred
221633 -       with Morris, indicated, for example, by the report on 920215.
221634 -       ref SDS 2 5820  These days it is a little easier to provide
221635 -       support from a distance, which was not available in 1992, as
221636 -       shown by the record on 020110, when Morris used Netmeeting to
221637 -       demonstrate Microsoft Word and Outlook. ref SDS 9 5H4G
221639 -        ..
221640 -   4.  However, there is a lot to learn in SDS, shown by the list of
221641 -       features for the Schedule Diary System, ref OF 1 008M, which was
221642 -       submitted to Gary on 020104, ref SDS 8 QY4F, following his
221643 -       request on 011222. ref SDS 7 BF6K  Getting oriented, familiar
221644 -       and fluent with SDS integrated design and functions that save
221645 -       time and money, ref DIT 1 4N3G, takes a block of time, as Morris
221646 -       noted earlier on 890809, ref SDS 1 2079, and again on 920215.
221647 -       ref SDS 2 TR4O
221649 -        ..
221650 -   5.  How do we write a letter in SDS?  How do we get a letter
221651 -       received from someone into SDS so it can be managed?  How do we
221652 -       schedule a task? ref DIT 1 00HM  How do we use SDS flexible
221653 -       record structures?  How do we create subjects? How do we look up
221654 -       a subject to find a record or assemble a report? What about
221655 -       contacts?  How are publications managed? How do we create a
221656 -       "dynamic knowledge repository" (DKR) on the Internet to
221657 -       distribute anytime, anywhere intel?  These things take time to
221658 -       learn.
221660 -        ..
221661 -   6.  So, this is another chicken and egg issue.  My feeling is that
221662 -       having a block of time to experiment, get frustrated, make
221663 -       mistakes that don't matter, don't hold anyone up, when you have
221664 -       time to call for help -- is all ideal for starting to work with
221665 -       SDS. ref DIT 1 018L
221666 -
221667 -          [On 021122 Gary reports progress learning SDS. ref SDS 20
221668 -          EVKF
221670 -        ..
221671 -   7.  Bill DeHart and Wayne Wetzel are good sources for information on
221672 -       the learning curve.  They can be reached at the address shown
221673 -       above. ref DIT 1 I84M
221675 -        ..
221676 -   8.  I am not a good source on the learning curve, because having
221677 -       created the stuff, it has grown with me as the need arises.
221678 -       ref DIT 1 019U
221680 -        ..
221681 -   9.  It would be great to have another person who can see new needs
221682 -       and develop new solutions. ref DIT 1 Y85I
221683 -
221685 -  ..
221686 - Ready to Learn SDS, Gary Knows Takes Time to Learn New Way of Working
221687 -
221688 -
221689 - Received ref DRT 1 0001 from Gary responding to ref DIT 1 0001, per
221690 - above, ref SDS 0 O65L, and saying he understands the effort entailed
221691 - to learn a new software program.
221693 -  ..
221694 - Gary says...
221695 -
221696 -     I have no problem with starting to learn SDS as soon as we can
221697 -     make that happen. I cannot likely provide a good test of SDS, but
221698 -     by tracking the sorts of questions and issues that I run into,
221699 -     perhaps we can get some idea of how best to present SDS features
221700 -     to people who have never used it before.  Every new user has only
221701 -     one shot at being totally new to a tool, and that one shot can
221702 -     provide valuable information about the problems experienced in
221703 -     learning. ref DRT 1 KD6K
221705 -  ..
221706 - On 020723 we discussed ideas for Gary to start using SDS, and at that
221707 - time he planned to give some thought to terms and conditions for
221708 - protecting IP. ref SDS 14 H082
221709 -
221710 -     [...below, follow up with letter to Morris. ref SDS 0 1S6N
221711 -
221712 -     [On 020822 followed up with another letter to Morris. ref SDS 17
221713 -     1S6N
221715 -      ..
221716 -     [On 020919 Morris offers suggestions for for Gary to evaluate SDS
221717 -     and then consider ways he can contribute and become an owner.
221718 -     ref SDS 18 0001
221720 -      ..
221721 -     [On 020924 sent CD with SDS program code and work files to Gary
221722 -     for evaluation. ref SDS 19 0001
221723 -
221724 -
221725 - //
221726 -
221727 -
221728 -
221729 -
221730 -
2218 -

SUBJECTS
25% of SDS Owned by Morris 75% Owned by Rod
Johnson, Gary Offered 10% Ownership with 5% Coming from Morris and 5%
10% Ownership Offered to Gary Ask Morris Jones for Opinion
Ownership SDS Morris Has 25% Rod Has 75%
Johnson, Gary Given 10% Interest in SDS to Work on SDS and Intellectu

2707 -
270801 -  ..
270802 - Terms and conditions for ownership
270803 -
270804 - Follow up ref SDS 14 1S6N.
270805 -
270806 - Morris has been on vacation, but should be back today.  I sent the
270807 - following letter to him....
270808 -
270809 -   1.  Gary discusses in his letter today investing some time to learn
270810 -       SDS "as soon as we can make that happen." ref SDS 0 5J4H
270812 -        ..
270813 -   2.  On 020723 ways to protect intellectual property were considered,
270814 -       ref SDS 14 616L, and I asked you about some scenarios, saying...
270815 -
270816 -       ...we come up with an agreement to protect IP by granting Gary
270817 -       some ownership in SDS.  I want to structure an agreement based
270818 -       on Gary producing deliverables that contribute toward a
270819 -       commercial product, for example an SRS, and I want to create
270820 -       contractual terms that vest him with entitlements as well as
270821 -       prevent selling or otherwise giving over the SDS design to
270822 -       others. ref DIP 2 OZ8J
270823 -
270824 -       "Initially, I am thinking of 10% ownership for Gary. ref DIP 2
270825 -       ZI9G
270826 -
270827 -       "As I have mentioned previously, for similar potential deals
270828 -       that never materialized, I have represented that you are 25%
270829 -       vested in SDS and I have 75%.  Giving Gary 10% would change this
270830 -       to 20% and 70%." ref DIP 2 4K9I
270831 -       ..
270832 -   3.  There are advantages to having Gary use SDS which
270833 -       compensate for granting him ownership, ref DIT 1 ON8I, as shown
270834 -       in the record on 020723. ref SDS 14 GQ5G
270836 -        ..
270837 -   4.  It will test out the level of effort to learn SDS.  It expands
270838 -       the pool of SDS records on the Internet, which increases the
270839 -       hits we get that exposes the product.  Demonstrates anybody can
270840 -       do it, or at least someone with Gary's background and level of
270841 -       interest.  It gives SDS skills to someone who works in a big
270842 -       mainstream organization on things where it might be conducive to
270843 -       promote SDS from within.  Gary has indicated willingness to do
270844 -       this.  Gary is working on an SRS for SDS, so actually using the
270845 -       program facilitates this process, and that can lead to
270846 -       improvements, including a Windows version down the road.
270847 -       ..
270848 -   5.  Incidentally, does the Microsoft announcement on August 5
270849 -       that Windows code will be released. ref SDS 15 0001, suggest
270850 -       this might yield information you need to solve the Medit memory
270851 -       problem we have been discussing? ref DIT 1 QO9L
270852 -       ..
270853 -   6.  Let me know what you think, maybe we can discuss by phone.
270854 -       I am in San Francisco this week.  Give me a call when you get
270855 -       back from Yosemite and have a chance to mull this stuff over.
270856 -
270858 -      ..
270859 -     [On 020822 followed up with another letter to Morris. ref SDS 17
270860 -     1S6N
270862 -      ..
270863 -     [On 020919 Morris offers suggestions for for Gary to evaluate SDS
270864 -     and then consider ways he can contribute and become an owner.
270865 -     ref SDS 18 0001
270866 -
270867 -
270868 - //
270869 -
270870 -
270871 -
270872 -
270873 -
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270876 -
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270878 -
270879 -
270880 -
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270886 -
270887 -