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 19, 2003 00:14 AM Monday; Rod Welch

Summarizing SDS records practices and procedures.

1...Summary/Objective
........SRI Endorsement Build Circle of Advocates on combat at Aerospace company


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CONTACTS 

SUBJECTS
Best Practices Collaboration Communicate on Technical Support Learnin
Meetings Add Value Make Successful Regardless of What Said Analysis I
Tips Meeting Notes Organizational Memory Fast Easy SDS Has Firepower
Summary/Objective SDS Records Narrative Writing Meeting Notes Summari
TEM Summary/Objective Details Belong in Narrative Record of Meeting S
Organizational Memory Produtivite Meetings Facilitate Be Prepared Wri
Meetings Summarize Best Practices Summarize Purpose of Meeting in Rel
Meeting Notes Summarize Best Practices Summarize Purpose of Meeting i
Summary/Objective Incorrect Details Belong in Narrative for Respectiv
SDS Line Numbers Objected by  combat Staff Who Attended CS Meeting
TEM Distribution Late Behind Schedule Should Take No More than One We
SDS Line Numbers Objected by  combat Staff Who Attended CS Meeting
Summary/Objective SDS Records Details Belong in Narrative Record of M
SDS Line Numbers Objected by  combat Staff Who Attended CS Meeting

2116 -
2116 -    ..
2117 - Summary/Objective
2118 -
211801 - Follow up ref SDS 4 0000, ref SDS 3 0000.
211802 -
211803 - Reviewed Gary's record for TEM on 020516. ref SDS 2 0001
211805 -  ..
211806 - Submitted letter via email saying....
211807 -
211808 -    1.  Review of the record for TEM on 030415 shows excellent work
211809 -        fleshing out important details.  My sense is this material in
211810 -        the Summary/Objective section could be reported to tell the
211811 -        story of the meeting for each slide. ref SDS 2 SI9O
211812 -
211813 -           [On 030522 review of TEM on 030417 shows common method of
211814 -           summary. ref SDS 7 4K55
211816 -         ..
211817 -    2.  Executive summary is largely derived from headlines, explained
211818 -        on 001219, ref SDS 1 Y76G, covering three (3) elements...
211819 -
211820 -        a.  Purpose/objective of meeting in relation to purpose of
211821 -            project, i.e., the project objective is "x" and we are
211822 -            meeting today to get this part done.
211823 -
211824 -               [On 030522 Gary requests input on the summary of TEM for
211825 -               030417. ref SDS 7 0001
211827 -             ..
211828 -        b.  Major problems blocking progress and major goals achieved
211829 -            that advance progress or that show problems are being
211830 -            solved/addressed.
211832 -             ..
211833 -        c.  Major action to be taken and by whom (typically showing
211834 -            Aerospace company - your customer -- is waiting for something from the
211835 -            sponsor)
211837 -         ..
211838 -    3.  The summary should strive to develop those three points in a
211839 -        paragraph or two, at most -- sometimes this takes a long para.
211841 -         ..
211842 -    4.  Research on the Internet indicates CFISR is a core deliverable,
211843 -        per report on 030516....
211844 -
211845 -            http://www.welchco.com/sd/08/00101/02/03/05/16/083917.HTM#IZ4N
211846 -
211847 -        ...and at this stage the stuff you have been discussing on
211848 -        developing simulation software to model combat scenarios for
211849 -        system requirements is the first deliverable for CFISR.
211851 -         ..
211852 -    5.  Since, preparing the record on TEM has taken more than a month,
211853 -        for it to be valuable strive to frame big issues in a positive
211854 -        perspective.  You have probably developed some feedback from
211855 -        Bruce and others on their take about the results of the
211856 -        meetings.  I would cast the summary to state the perspective of
211857 -        key people at this stage, essentially preach to the choir.
211858 -        This means reverse engineering by asking people what they want
211859 -        to hear, and then crafting a balanced report with details and
211860 -        action items as necessary and a summary of "happy talk" so we
211861 -        can conclude this task, and move forward.  Since the meeting
211862 -        was not productive, add value to make the meeting productive by
211863 -        providing context showing relation to project objectives and
211864 -        requirements, as set out on 030508. ref SDS 3 PL44
211865 -
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2119 -

SUBJECTS
SRI Pat Lincoln Call to Encourage Endorsement Use for Circle of Advoc
Circle of Advocates at Aerospace company on combat, Gary Use Endorsemen  by
Slowly Explore Using SDS Com Metrics Quietly Slowly Gives People Time
Endorsement SDS by SRI Use for Circle of Advocates at Aerospace company  n  combat P

300601 -         ..
300602 -        SRI Endorsement Build Circle of Advocates on  combat at Aerospace company
300603 -
300604 -    6.  We talked on Friday about you calling Pat Lincoln to encourage
300605 -        action on the endorsement to build a circle of advocates.  This
300606 -        was also discussed with Pat, as shown in the record on 030516.
300607 -        ref SDS 5 4H6U and ref SDS 5 O14I
300609 -         ..
300610 -        Pat's number is...
300611 - //
300612 - //                         650 859 5454
300614 -         ..
300615 -        His email address is
300616 - //
300617 - //                        Lincoln@csl.sri.com
300619 -         ..
300620 -    7.  Maybe with a little encouragement, he will get the first task
300621 -        done to read through the draft endorsement and give us some
300622 -        feedback on corrections he wants.
300623 -
300624 -           [...in another record Gary called Pat, ref SDS 6 T46I; Pat
300625 -           commented on Gary's success using SDS shows other people can
300626 -           learn to perform KM. ref SDS 6 T46I
300628 -         ..
300629 -        Then we can work on the next steps.
300631 -         ..
300632 -        Thanks.
300634 -         ..
300635 -        Rod
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