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 12, 2003 10:27 PM Monday; Rod Welch

Gary got feedback on record for CS Staff meeting last week on 030508.

1...Summary/Objective
2...Command and Control Must Transform from Information to Knowledge
3...Traditional Manual Notebook Fast Easy to Learn Leads to Entropy
4...Manual Notebooks Binders Pervasive in DOD Needs 3-layer Architecture
5...Information and Knowledge Management Sailing in Opposite Directions
6...Printed Documents Kill KM, Links Kill Information Management
7...2 Worlds Bridging Gap Between Information and Knowledge Management
8...Management by Walking Around Follow Up Feedback Makes Record Useful
9...3-layer Architecture Path for Transformation to Culture of Knowledge
10...Command and Control Enabled by Line Numbers for Knowledge Management
11...Line Numbers Enable Command and Control in a Spreadsheet for Knowledge


..............
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CONTACTS 
0201 - Boeing                                                                                                                                                             O-00000816 0505
020101 - Mr. Garold L. Johnson
020103 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
CS Staff Meeting Organizational Memory Notes Records Knowledge Reposi
Meeting Notes Feedback Organizational Memory Notes Records Knowledge
Feedback CS Staff Meeting Notes Prepared by Gary
Dilemma Information Management Print Everything Link Nothing Because
CS Staff Meeting Organizational Memory Notes Records Knowledge Reposi
Knowledge Culture from Information Change Takes Courage Leadership
KM Dilemma Links Rejected Complex, Ignorance Avoids Accountability
Print Preferred Fear Responsibility Notice Burden of Knowledge
Links Fear Responsibility Notice Burden of Knowledge
Information Management in Manual World Requires Printing Avoid Links
2 Worlds Bridge Gap IT Makes Documents Look Good But Need Structure f
Print Forced Incentive Information Technology Forced to Rely on Paper
Johnson, Gary  combat Project Feedback Shows Incentives to Print for In
2 Worlds Incentives Print for Information Management Opposite from In

4116 -
4116 -    ..
4117 - Summary/Objective
4118 -
411801 - Follow up ref SDS 33 0000, ref SDS 31 0000.
411802 -
411803 - Gary got feedback today showing that transformation from information
411804 - technology (IT) to a culture of knowledge is difficult because links
411805 - needed for KM greatly increase the burden on people who are stuck
411806 - using information management. ref SDS 0 ZT54  This developed ideas for
411807 - modifying the draft endorsement by SRI. ref SDS 0 RW69  The 2 worlds
411808 - analogy was also expanded, ref SDS 0 RX5O, leading to the evident
411809 - conclusion that people will have to change their tool sets in order to
411810 - accomplish KM. ref SDS 0 BK6N  The 3-layer architecture suggests that
411811 - given cultural inertia of present practice printing documents, a
411812 - solution to people being overwhelmed by links is simply to print the
411813 - record and forget about links for awhile, except for the Com Manager.
411814 - ref SDS 0 ES4L  Questions about line numbers are common, and hopefully
411815 - can be effectively addressed by explaining need for flexible structure
411816 - for command and control of the record. ref SDS 0 PRSP
411817 -
411818 -     [On 030816 example of reliance on printed documents advocated by
411819 -     Microsoft that slows progress toward a culture of knowledge that
411820 -     relies on a paperless office. ref SDS 39 SR30
411821 -
411822 -
411823 -
411825 -  ..
4119 -
4120 -
4121 - Progress
4122 -
412201 - Command and Control Must Transform from Information to Knowledge
412202 -
412203 - Received ref DRT 1 0001 from Gary reporting feedback on the record he
412204 - prepared for a CS Staff meeting last week, ref SDS 32 0001, and
412205 - reported in the record on 030508. ref SDS 33 0001
412207 -  ..
412208 - Comments Gary received.....
412209 -
412210 -       Some of the hyperlinks are to files on your c: drive.
412211 -       ref DRT 1 0U5N
412213 -  ..
412214 - Gary notes in his letter that we know about this issue, and he is
412215 - working on finding a way to store the record on a server that will
412216 - make the links accessible.
412218 -  ..
412219 - Analysis of SDS Records by Aerospace company engineer continues....
412220 -
412221 -       I like hypertext also, but in this context it doesn't solve the
412222 -       main problem I have with meeting notes. ref DRT 1 8U6F
412224 -        ..
412225 -       I constantly find myself flipping through pages in my notebook
412226 -       looking for occurrences of x, since I often remember that a
412227 -       certain topic was discussed at some meeting, and I might even
412228 -       have an idea how many weeks ago it was. ref DRT 1 5D6I
412230 -  ..
412231 - This is helpful feedback on two (2) worlds of Information Management
412232 - and Knowledge Management, which is a new way of working enabled by SDS
412233 - that requires a long period of transformation using the 3-layer
412234 - architecture developed on 020820. ref SDS 23 0001  Incorporated this
412235 - issue more explicitly in the draft endorsement for SRI, reported on
412236 - 020417. ref SDS 28 OU7G
412237 -
412238 -      [On 030521 Gary reports favorable feedback on using SDS action
412239 -      items. ref SDS 35 QX68
412240 -
412242 -  ..
412243 - Traditional Manual Notebook Fast Easy to Learn Leads to Entropy
412244 -
412245 - On 890809 Morris described common practices using a paper notebook for
412246 - daily management. ref SDS 2 HJ4J  This practice is useful on a big
412247 - project for about a month or so, then the size of the record becomes
412248 - unweildly and entropy takes over, as reported by the US Air Force on
412249 - 970707. ref SDS 16 0108  On 911123 Morris reported SDS enables a new
412250 - way of working for daily management from what everybody else is doing.
412251 - ref SDS 4 0477
412252 -
412253 -       [On 030718 Jerry Nord at CSG relates common practice to print
412254 -       SDS records and documents for information management that is
412255 -       commonly practiced. ref SDS 38 IE5N
412257 -        ..
412258 -       [On 030816 example of reliance on printed documents advocated by
412259 -       Microsoft that slows progress toward a culture of knowledge that
412260 -       relies on a paperless office. ref SDS 39 SR30
412261 -
412263 -  ..
412264 - Using a manual notebook aligns with Dave Vannier's report at Intel on
412265 - 950927 that people in technology have given up on using technology for
412266 - management, ref SDS 10 7732, planned 5 years earlier on 910418.
412267 - ref SDS 3 2744  Later on 970603 Dave recognized that SDS empowers
412268 - people to use good management practices, ref SDS 15 4528, listed, for
412269 - example, on 921205 reviewing Covey, that everybody is trying to
412270 - accomplish, ref SDS 5 2552, but are impossible using traditional
412271 - manual methods described today, per above. ref SDS 0 ZT54
412272 -
412274 -  ..
412275 - Manual Notebooks Binders Pervasive in DOD Needs 3-layer Architecture
412276 -
412277 - Follow up ref SDS 25 TW5F.
412278 -
412279 - The fact that the  combat project aims to strengthen command and control
412280 - appears conflicting with unease about reading a connected record
412281 - online.  A recent broadcast on CSPAN showed a meeting with the woman
412282 - who is the DOD communications director.  About 7 or 8 people are in
412283 - the meeting and they all have a binder open to various pages working
412284 - from that material.
412286 -  ..
412287 - This is the vast majority of the world that works from printed
412288 - documents, while trying to create a DKR.  Dave Snowden is an example
412289 - of someone promoting KM, but stuck in the manual world of printed
412290 - documents, reported on 020920. ref SDS 24 PS6O and ref SDS 24 UN6H
412292 -  ..
412293 - This dilemma was discussed with Gary on 020924 on sending him the SDS
412294 - program at a time when he was between assignments at Aerospace company.  This
412295 - provided time for Gary to "re-tool" without peer pressure that forces
412296 - reliance on familiar ways. ref SDS 25 TW5F.
412297 -
412299 -  ..
412300 - Information and Knowledge Management Sailing in Opposite Directions
412301 - Printed Documents Kill KM, Links Kill Information Management
412302 - 2 Worlds Bridging Gap Between Information and Knowledge Management
412303 -
412304 - On 030410 we discussed bridging the gap between the two worlds from
412305 - conventional practice to Knowledge Management. ref SDS 27 595O  There
412306 - are many different "two-worlds" to bridge.  Gary has helped bridge the
412307 - gap between the world of information technology using Microsoft
412308 - programs for Powerpoint, Outlook and Word. ref SDS 27 LC4L  There is
412309 - still a ways to go, but in the past few months progress has occurred
412310 - on reducing the time required for getting information into a form it
412311 - can be managed.
412313 -  ..
412314 - The gap between information and a culture of knowledge runs much
412315 - deeper, as developed in the draft endorsement for SRI, ref OF 1 466M,
412316 - which was issued to Pat Lincoln on 030417. ref SDS 28 OU7G  People who
412317 - use SDS, which as things stand are Rod and Gary, are delayed by
412318 - printed material.  Everything that is printed is a huge challenge to
412319 - get into a file that can be worked into the record for understanding
412320 - by adding "intelligence," using the steps in POIMS: organization,
412321 - analysis, alignment, summary and feedback, ref OF 2 0367, through the
412322 - cycle of plan, perform, report. ref OF 5 6649  The aim is always to
412323 - ask what has been written, how does it relate to objectives,
412324 - requirements and commitments.  What action must be entered in the
412325 - Schedule that is linked back to original sources.
412326 -
412327 -       [On 030516 discussed with Pat Lincoln at SRI on need for a
412328 -       foundation to light the way for transformation from information
412329 -       to a culture of knowledge. ref SDS 34 ME47
412331 -        ..
412332 -       [On 030528 evidence that people can learn to use explicit links
412333 -       for creating and applying a connected record offers a path for
412334 -       transformation from information to a culture of knowledge.
412335 -       ref SDS 37 0001
412337 -        ..
412338 -       [On 030718 Jerry Nord at CSG relates common practice to print
412339 -       SDS records and documents for information management that is
412340 -       commonly practiced. ref SDS 38 IE5N
412342 -  ..
412343 - Printed material is anathama to Knowledge Management because a huge
412344 - amount of time is required to create a computer file that is needed
412345 - for adding "intelligence" that converts information into knowledge.
412347 -  ..
412348 - Everybody else, however, is largely focused on how to print computer
412349 - files that creates a document they can put in a binder and use a
412350 - highlighter to identify important information, and put yellow postits
412351 - on the edge in time to be ready for the next meeting.  People don't
412352 - like links, because links to collateral sources increase the number of
412353 - pages to print, put in the binder, highlight and summarize with yellow
412354 - postits.  This takes a lot of time and fills an endless number of
412355 - binders, making the task to manage information impossible using
412356 - traditional methods described today, per above, ref SDS 0 ZT54, and
412357 - explained by Morris on 890809. ref SDS 2 HJ4J  That is why Knowledge
412358 - Mangement is a lot of hard work using traditional methods, reported on
412359 - 000307. ref SDS 18 5182
412361 -  ..
412362 - On 001126 Eugene Kim proposed steps to do Knowledge Management with
412363 - traditional methods. ref SDS 19 4E3X  At that time Grant Bowman noted
412364 - that the steps Eugene proposed are too difficult, and asked if people
412365 - should change their tools? ref SDS 19 X8PW
412367 -  ..
412368 - These two "ships," information and knowledge management, are sailing
412369 - in opposite directions, similar to the way that the conscious mind
412370 - uses a serial process, while subconscious processing occurs in
412371 - parallel, explained in POIMS. ref OF 3 8774
412373 -  ..
412374 - Traditional practice is sailing into the abyss of information overload
412375 - where entropy collapses productivity, reported on 970707, ref SDS 16
412376 - 0108, and more recently on 011003. ref SDS 21 EC5N
412378 -  ..
412379 - SDS is a new way of working that converts information into an
412380 - organizational memory of knowledge. Looking back, we can see the
412381 - direction of traditional practice, but those who use traditional
412382 - practice have no experience for seeing ahead to grasp the value of an
412383 - online connected record, except through shear speculation.  This makes
412384 - the gap between the 2 worlds of information and knowledge management
412385 - difficult to bridge, as related in the draft endorsement to SRI.
412386 - ref OF 1 PR8H
412387 -
412388 -
412389 -
412390 -
4124 -

SUBJECTS
Brief Remind Alert Clarify Explain Prepare People with Organizational
3-layer Architecture Transitions from IT to Culture of Knowledge Usin
Intelligence Briefing Remind Alert Clarify Explain Prepare People wit
Brief Before After Follow Up Productive Meetings Regardless of What i
Brief Staff for Effective Meeting by Com Manager

4707 -
470801 -  ..
470802 - Management by Walking Around Follow Up Feedback Makes Record Useful
470803 - 3-layer Architecture Path for Transformation to Culture of Knowledge
470804 -
470805 - There are several solutions under the concept of a 3-layer
470806 - architecture developed in the record on 020820. ref SDS 23 0001
470807 -
470808 -     1.  SDS was deployed originally with printed reports distributed
470809 -         to others by email, conventional mail and by hand, and this
470810 -         was effective, ref DRP 2 0001, as related in the memo issued
470811 -         by Bill DeHart on 941229, and received on 950110. ref SDS 7
470812 -         0001  Later, the report by USACE showed that adding
470813 -         "intelligence" to information for managing the context of
470814 -         knowledge is fairly easily recognized as adding value to the
470815 -         work. ref DRP 3 JY49 and ref DRP 3 J5AL  Regardless of how the
470816 -         record is distributed, direct personal follow up is helpful
470817 -         under Dave Packard's approach to MBO, which he calls
470818 -         "Management by Walking Around," reviewed on 950608.
470819 -         ref SDS 9 4376  See, for example, letters from USACE in the
470820 -         report on Com Metrics dated 970328 and received on 970418.
470821 -         ref SDS 14 SL41
470822 -
470823 -             [On 030521 Gary reports success distributing SDS records
470824 -             in printed format, and walking around to follow up with
470825 -             people responsible for action items. ref SDS 35 QX68
470827 -              ..
470828 -             [On 030523 Gary given new assignment to support Schedules
470829 -             and Budgets perhaps based on awareness that Gary has
470830 -             command and control of the record that helps get action
470831 -             items done. ref SDS 36 GF52
470833 -          ..
470834 -         More interestingly, perhaps are comments from a representative
470835 -         of the California Department of Water Resources (CDWR) in the
470836 -         record on 950123, commenting on the State's practice of
470837 -         distributing SDS records within CDWR, ref SDS 8 E69F, and
470838 -         citing a prior meeting on 941005. ref SDS 6 IZ52
470840 -          ..
470841 -         Wayne Wetzel, Deputy Director of the Department of
470842 -         Conservation and Natural Resources for the State of Montana,
470843 -         also, commented favorably on using SDS in a printed mode on
470844 -         the Broadwater Dam project, shown by his letter received on
470845 -         010725. ref SDS 20 WJ7L
470847 -          ..
470848 -         All these people at PG&E, CDWR, DNRC and many contractors and
470849 -         subcontractors, would have used a method similar to that
470850 -         described today of placing the record in a binder. ref SDS 0
470851 -         ZT54  Since the links were printed, they were not active, but
470852 -         people recognized that representations were backed up by the
470853 -         prior record.  They could use their highlighter and make
470854 -         notations easier with SDS records because there are dates for
470855 -         each link that tell them where to go find things, which is the
470856 -         common practice noted by the respondent above. ref SDS 0 5D6I
470857 -
470859 -          ..
470860 -     2.  Email provides a bridge between printing and electronic
470861 -         media.
470863 -          ..
470864 -         SDS records distributed on the Oakland Harbor project were
470865 -         distributed via email.  None of the links were active, because
470866 -         SDS was ported to the Interent beginning in late 971021,
470867 -         ref SDS 17 3636, and the work on this project was performed in
470868 -         1996. At that time, people who received SDS records found them
470869 -         very helpful, after a period when they got used to the idea
470870 -         that the work would be managed based on the record, and not on
470871 -         conversation.  This took leadership, reported on 960924.
470872 -         ref SDS 11 IJ7S
470874 -          ..
470875 -         After leadership was applied, everybody discovered that SDS
470876 -         delivered by email, and printed by people who receive the
470877 -         record, who then do traditional information management, works
470878 -         better than other methods, as related by a staunch opponent in
470879 -         a call on 970107. ref SDS 13 4953
470881 -          ..
470882 -         There is no reason this cannot happen now.
470884 -          ..
470885 -         A challenge, however, is lack of leadership, which means lack
470886 -         of authority supporting distribution of the record, as would
470887 -         occur if SDS records were issued by the Army's contracting
470888 -         officer.  That is one reason Stuart Harrow at DCMA was
470889 -         contacted.  Issuing SDS records from that platform would be of
470890 -         much greater help to Aerospace company and to the Army, because there is
470891 -         less liklihood the record will be ignored, and this increases
470892 -         the chances people will discover the power of knowledge.
470894 -          ..
470895 -         In this case, we have to win the hearts and minds of people
470896 -         entirely through the quality of work, where people are free to
470897 -         look away on any whim of the moment that stikes their fancy.
470898 -         In other words, the work can be of very high quality, and
470899 -         people can complain simply because of variablity in
470900 -         personality.  In a contract setting, where SDS records are
470901 -         mandated, people are forced to deal with the record over a
470902 -         period of time, and this empowers them to overcome unfounded
470903 -         whimsical objections to discover the power of adding
470904 -         intelligence to information.
470906 -          ..
470907 -         Gary's progress developing Com Manager skills for preparing an
470908 -         effective record reported on 030511, ref SDS 33 0001, helps
470909 -         meet this challenge, but we need be under no illusions that in
470910 -         the absence of a mandate of some kind that forces people to
470911 -         deal with the record, the chances of people breaking through
470912 -         the barriers of information to discover the meaning of
470913 -         knowledge are greatly diminished.
470915 -          ..
470916 -         A big risk even apart from the narrative, is slow progress on
470917 -         the organic subject structure.  This is a big job, and is
470918 -         critical to making the record useful to Gary for creating a
470919 -         connected record.  Since my progress is slow on this for
470920 -         reasons reported on 030503, ref SDS 30 XJ4L, it could wind up
470921 -         being an achilles heel.
470922 -
470924 -          ..
470925 -     3.  Distribution on a server provides full capability of all
470926 -         links active.
470928 -          ..
470929 -         Conceivably, for another few years, this may only be of value
470930 -         to people who don't really need it.  Gary and I can
470931 -         communicate between ourselves using our own records, and this
470932 -         is even better than having the records on the Internet.
470934 -          ..
470935 -         If people are simply going to print things, there does not
470936 -         seem to be a great need for rushing to put things on a server.
470937 -         Since there is actually a lot of benefit to enable clear,
470938 -         concise, complete communication anytime, anywhere on the
470939 -         Internet, we should be working on the problem, but given the
470940 -         common practices under para 1, the more urgent task is to
470941 -         ensure we produce a useful product, and that people can print
470942 -         it, as they wish.  Printing from a Web browser should be
470943 -         adequate.
470945 -          ..
470946 -         This strategy defers questions about people getting
470947 -         overwhelmed by links.
470948 -
470949 -
470950 -
470951 -
470952 -
4710 -

SUBJECTS
Line Numbers in SDS Objected by  combat Staff Who Attended CS Meeting
Line Numbers Come from Legal Practice Locating Information in Knowled
Command Control SDS Context Avoids Overwhelming Links Boggle Mind Pre
Line Numbers Look Complex, Shocking to see Knowledge Space
CS Meeting Notes Line Numbers in SDS Objected by  combat Staff Who Atte
Command Control Enabled by Line Numbers Provide Spreadsheet for Knowl
Aerospace company  combat Project Command Control Enabled by Line Numbe   Provide Sp

7209 -
721001 -  ..
721002 - Command and Control Enabled by Line Numbers for Knowledge Management
721003 - Line Numbers Enable Command and Control in a Spreadsheet for Knowledge
721004 -
721005 - Analysis of SDS Records continues....
721006 -
721007 -       What's up with the line numbers?  Do they help me in some way I
721008 -       don't know? ref DRT 1 SU6O
721009 -
721010 -           [On 030521 Gary reports favorable feedback on using SDS
721011 -           action items. ref SDS 35 QX68
721013 -  ..
721014 - Line numbers provide a flexible structure to organize information into
721015 - a "spreadsheet for knowledge" that gives people command and control of
721016 - the record, explained on 890523. ref SDS 1 T1VQ   Command and control
721017 - is a primary deliverable of the  combat project, reported on 030506.
721018 - ref SDS 31 Q57I  SDS records enable command and control to transform
721019 - traditional information methods into effective intelligence support
721020 - for a culture of knowledge, explained in POIMS. ref OF 6 PR7G and
721021 - ref OF 3 079L  The draft endorsement for SRI explains line numbering
721022 - formats the structure of knowledge in a way that is readily
721023 - distinguishable from information in documents. ref OF 1 9Q4H
721024 -
721025 -
721026 -
721027 -
721028 -
721029 -
721030 -
721031 -
721032 -
721033 -
7211 -
Distribution. . . . See "CONTACTS"