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: May 8, 2003 11:22 PM Thursday; Rod Welch

Gary making good progress with Com Manager skills.

1...Summary/Objective
........Facilitate Meetings New Way Working Intelligently for Meetings
........SDS Adds Intelligence Facilitates to Make Meetings Productive


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

SUBJECTS
Linking Audit Trail Traceability to Original Sources in SDS Records G
Report 1st Step to Plan Next Step Intelligence Process Grow Expreienc
SDS Firepower Rich Record of Experience Organization Everything in Ri
Capture Greater Share of the Record Using SDS Gary Making Progress Wr
Writing Everything Down Capture Organizational Memory for Information
SDS Record CS Staff Meeting Notes Organizational Memory Shows Action
2 Birds Kill One Stone Com Metrics on  combat Pays Welch Improves SDS a
CS Staff Meeting Preparing SDS Records for Organizational Memory Acti
Technical Exchange Meetings Prepare Record for 030415 - 030417
CS Staff Meeting Preparing SDS Records for Organizational Memory Acti

4612 -
4612 -    ..
4613 - Summary/Objective
4614 -
461401 - Follow up ref SDS 8 KT5F.
461402 -
461403 - Gary's record today on the CS Staff meeting shows progress on
461404 - important objective of SDS work product. ref SDS 10 0001
461406 -  ..
461407 - Submitted ref DIT 1 0001 to Gary explaining....
461408 -
461409 -    1.  Your record today on the CS staff meeting has a solid tone that
461410 -        shows new information tied to objectives, requirements and
461411 -        commitments. ref SDS 10 0001  This produces helpful
461412 -        organizational memory, as explained in POIMS, ref OF 4 1101,
461413 -        and so is excellent Com Metrics practice. Somehow this same
461414 -        tone and comprehension of meaning does not come through on the
461415 -        TEM records, reported on 030423. ref SDS 7 Z64F  As we
461416 -        discussed, the TEM records have been a good learning exercise,
461417 -        that is paying off in subsequent work, like the meeting today.
461418 -
461419 -           [On 030512 feedback from CS staff on the record of the
461420 -           meeting illustrates gap to bridge between 2 worlds of
461421 -           information and knowledge management. ref SDS 11 M34F
461423 -         ..
461424 -    2.  Good to see more action items identified today for the CS staff
461425 -        meeting. ref DIT 1 PL6I  Before long the team will be needing
461426 -        action item review meetings. ref SDS 10 9C4H  An example is the
461427 -        record on 961126. ref SDS 3 0001
461428 -
461429 -           [On 030521 favorable response on SDS action item support by
461430 -           CS Staff meeting. ref SDS 12 QX68
461432 -            ..
461433 -           [On 030523 Gary transferred to provide increased support for
461434 -           Schedule and Budget. ref SDS 14 96HE
461436 -         ..
461437 -    3.  A few months ago on 030108, Morris mentioned frustration and
461438 -        worry when people game the action item system. ref SDS 5 PVWS
461439 -        Tasks are reported complete in order to avoid accountability
461440 -        for delay, then a new action is openned under a different name
461441 -        for the same thing.  This piles up a record showing stellar
461442 -        performance, when in fact things are not getting done, soon the
461443 -        job is a mess, as you related on 011006. ref SDS 4 O99K  Assume
461444 -        Aerospace company will have action item management programs similar to
461445 -        those available from Microsoft, Oracle, Primavera, et al.
461446 -        ref DIT 1 PL69
461448 -         ..
461449 -    4.  The character of your record today on the CS Staff meeting
461450 -        illustrates advantage of providing links to original context
461451 -        that makes people effective for getting things done.  Merely
461452 -        describing an action to be taken soon becomes useless verbiage.
461453 -        Without context, over time, people forget the scope and then
461454 -        the meaning, and so fail to perform, until a problem occurs,
461455 -        then cover mode gears up.  However, when the original sources
461456 -        has explanation of what is needed, why, where the resources are
461457 -        to do the work, and links to controlling authority, as you have
461458 -        done today, this becomes a powerful asset for helping people
461459 -        get things done.  Empowering people to get things done quickly
461460 -        and accurately brings satisfaction and credit for
461461 -        accomplishment that reduces fear and worry about being held
461462 -        accountability for failure to perform.  Consequently less time
461463 -        is invested "gaming" the system to avoid accountability, which
461464 -        in turn increases the time available for doing the work.  As
461465 -        discussed on 011006, this is why a little intelligence changes
461466 -        the dynamic on the job, ref SDS 4 W56K, from a spiral of defeat
461467 -        and entropy where people are overwhelmed by information, into
461468 -        into an engine of cascading productivity and confidence.
461469 -        ref DIT 1 PL85
461470 -
461471 -
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461473 -
4615 -

SUBJECTS
New Way Working Augment Intellignece Thinking Through Writi   Concurr
Literacy Firepower SDS Fast Easy Organizational Memory Because Rich R
Gary Making Progress Learning to Capture a Greater Share of the Recor
Meeting Notes Procedures Tips Organizational Memory Fast Easy SDS Has
Best Practices SDS Records Narrative Not Verbatim Transcript Adds Int
Feedback Respond After Understanding Triangulation Common Story Align
Meetings Facilitator Needs Communication Metrics to Be Effective
Facilitate Meetings Productive Regardless of What is Actually Said
Productive Meetings Regardless of What Was Actually Said Build Shared

6711 -
671201 -         ..
671202 -        Facilitate Meetings New Way Working Intelligently for Meetings
671203 -        SDS Adds Intelligence Facilitates to Make Meetings Productive
671204 -
671205 -    5.  SDS records created using the eight (8) steps of Communication
671206 -        Metrics enable people to be prepared before a meeting, and then
671207 -        after the meeting people are empowered to get things done
671208 -        correctly and on time through accurate understanding and timely
671209 -        follow up.  This idea is summarized by the notion of
671210 -        "listening," reviewed on 890809, ref SDS 2 CJ9J, and yields a
671211 -        new and more comprehensive way of facilitating to make meetings
671212 -        productive, regardless of what actually transpires. ref DIT 1
671213 -        PL44
671214 -
671215 -           [On 030521 Gary walking around to brief people ensures
671216 -           common understanding and timely follow up on action items.
671217 -           ref SDS 12 QX68
671219 -         ..
671220 -        SDS is not designed to provide a verbatim transcript of what
671221 -        was said, as with traditional meeting minutes.  SDS enables a
671222 -        new way of working for an analyst to facilitate meetings with
671223 -        guidance and resources for getting the right things done on
671224 -        time and within budget by adding "intelligence" with analysis,
671225 -        organization, alignment, summary and feedback, explained in
671226 -        POIMS. ref OF 4 2300  Intelligence adds value to what is
671227 -        actually said, ref DIT 1 PL44, as set out in the record
671228 -        yesterday on 030507, ref SDS 9 BG6L, and previously on 030309.
671229 -        ref SDS 6 GJ47  This idea was reported on 880815 to explain SDS
671230 -        adds value to traditional methods for facilitating daily
671231 -        communication. ref SDS 1 RW5G
671232 -
671233 -           [On 030522 review shows TEM on 030417 largely a transcript,
671234 -           little "intelligence" added for making the meeting
671235 -           productive. ref SDS 13 5E4I
671237 -         ..
671238 -    6.  In the meantime, you might consider visiting with your boss
671239 -        about whether you should be following up action items, or how
671240 -        he wants to handle it? ref DIT 1 PL5Q
671242 -         ..
671243 -    7.  Your record on the CS Staff Meeting today shows a link at line
671244 -        091060 concerning Steve and Bruce, ref SDS 10 9D34, recall that
671245 -        links need dates.  Entering the date for every link as a
671246 -        discipline does lots of good things for the writer and the
671247 -        reader, and it only takes a second or two. ref DIT 1 PL5V
671248 -
671249 -           [On 030512 feedback from CS staff on the record of the
671250 -           meeting illustrates gap to bridge between 2 worlds of
671251 -           information that avoids links, and knowledge management,
671252 -           which requires links. ref SDS 11 RX68
671254 -         ..
671255 -    8.  We also need some headlines and record segments, as noted on
671256 -        030423, ref SDS 7 PZ5M, -- but, again, the narrative is
671257 -        excellent. ref DIT 1 AJ6J
671258 -
671259 -            [On 040102 Gary making progress adding headlines, and
671260 -            working on integrating record segments into his work
671261 -            practice using SDS for Communication Metrics. ref SDS 15
671262 -            UM5I
671264 -         ..
671265 -        For example, a lot of problems are identified in the record,
671266 -        but not attributed to anyone.  This raises issues without
671267 -        raising temepratures.  You do attribute interesting questions
671268 -        and comments to a wide range of attendees.  That is another
671269 -        task for the Com Manager -- get everybody involved and
671270 -        contributing "intelligent" comments.  This encourages
671271 -        constructive feedback to clarify the record, rather than
671272 -        emotional attacks and retribution. ref DIT 1 PL6U
671274 -         ..
671275 -    9.  Your record today provides the kind of common story of daily
671276 -        work that people hunger for; they become curious about what
671277 -        good things they will be saying at the next meeting, and are
671278 -        pleased that there is record of their good work for everyone to
671279 -        see.  Soon they will want to come and talk to you, because they
671280 -        will have discovered that talking to Gary gets in the record,
671281 -        and the record adds value to whatever is said by triangulation
671282 -        with organizational memory, so that there is an ongoing
671283 -        comprehensive story that empowers everyone to take
671284 -        complementary action.  Distributing SDS records enables people
671285 -        to, in turn, be prepared for doing the work and attending the
671286 -        next meeting, where they can spread "intelligence" rather than
671287 -        spread guess and gossip.  This is a powerful new way of working
671288 -        to "facilitate" a meeting. ref DIT 1 PM3T
671290 -         ..
671291 -   10.  I guess you can see I liked these notes. ref DIT 1 RL4O
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6714 -