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 23, 2003 07:41 AM Friday; Rod Welch

Call Gary about summary for day 3 of TEM on combat project at Aerospace company.

1...Summary/Objective
2...Schedules Budgets Gary's Assignment Changed Moved from Requirements


..............
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CONTACTS 
0201 - Boeing                                                                                                                                                             O-00000816 0505
020101 - Mr. Garold L. Johnson
020103 - Modeling and Simulation                                                                                                                                          O-00000816 0505
0202 -/Boeing                                                                                                                                                             O-00000816 0507
020201 - Mr. Bruce P. Mamont                                                                                                                                              O-00000816 0507
020202 - M&S Manager
020204/- Modeling and Simulation                                                                                                                                          O-00000816 0507

SUBJECTS
Technical Exchange Meeting (TEM)
Architecture and Requirements
Summary Gary Requests Comments and Suggestions on Summarizing

0505 -
0505 -    ..
0506 - Summary/Objective
0507 -
050701 - Follow up ref SDS 26 0000. ref SDS 19 0000.
050702 -
050703 - Gary will send a spreadsheet of acronymns to solve the problem
050704 - described yesterday. ref SDS 26 YI9I
050706 -  ..
050707 - Gary agreed with analysis of the meeting on 030417 that...
050708 -
050709 -      •  Transcript rather than typical SDS record with analysis to
050710 -         guide the work.
050712 -          ..
050713 -      •  No assignment of responsibilities; no one committed to do
050714 -         anything, and no coordination.
050716 -          ..
050717 -      •  Many notices are needed to other organizations and people but
050718 -         no one was assigned to give notice, and no one seemed to
050719 -         volunteer to notify and follow up.
050721 -  ..
050722 - Gary explained there are fewer headlines in the record for 030417
050723 - because the basis for headlines in records of the first 2 days was
050724 - Powerpoint slides, and on day 3, Powerpoint slides were only used
050725 - briefly at the beginning of the meeting, and then discussion was open
050726 - for general comments, as Bruce noted. ref SDS 19 559I
050728 -  ..
050729 - Gary seemed to indicate headlines can be added to classify discussion
050730 - based on project objectives and general understanding of broad
050731 - requirements, per review last night. ref SDS 26 5E51  Creating
050732 - headlines facilitates preparing a narrative summary per discussion on
050733 - 030519, ref SDS 24 XT9F, per Com Metrics steps reported on 001219.
050734 - ref SDS 5 4W4L
050736 -  ..
050737 - Gary explained there are few controlling documents for aligning the
050738 - record of the meeting with authority of contracts, commitments or
050739 - planning from prior records, guidance from users, policy, procedures;
050740 - everything seems ad hoc.
050741 -
050742 -
050743 -
050744 -
050745 -
0508 -

SUBJECTS
Assignment Changed Gary Has been Moved from Working on Requirements t
Expertise in Supporting Schedules Budgets Assisting People with Actio
Johnson, Gary Job Change Assignment from Requirements to Schedules Bu
Assignment Changed Gary Mad Moved from Requirements to Schedule Budge
Evaluation SDS Action Item Support for Schedules Budgets Assisting Pe
Assignment Changed Gary Has been Moved from Working on Requirements t
Johnson, Gary Aerospace company  combat Project Assignment Changed to S  port Schedu
Limitless Demand Grows for SDS Com Metrics Support Among People Who R
Demand SDS Com Metrics Grows Command Control on  combat May be Lost if

431101 -  ..
431102 - Schedules Budgets Gary's Assignment Changed Moved from Requirements
431103 -
431104 - Follow up ref SDS 25 QX68, ref SDS 8 3J7I.
431105 -
431106 - Gary was notified this morning that his assignment on the  combat project
431107 - has been changed.  He is moving from the Requirements group, which is
431108 - a current priority, per TEM on 030417, ref SDS 19 563K and ref SDS 19
431109 - 8KM5, to now supporting schedules and budgets, which is a much
431110 - narrower scope of work and has reduced visibility and collaboration
431111 - than the current assignment.  This means less opportunity for advance.
431112 - There is also an issue of potential clash with management style on
431113 - Schedules and Budgets, given lack of experience with this scope of
431114 - work in relation to Gary's comfort zone making progress in the
431115 - Requirements group.
431117 -  ..
431118 - Input from Requirements is needed to develop meaningful work product
431119 - for Schedules and Budgets; so, this work cannot really be accomplished
431120 - until the Requirements work is further along, which makes the change
431121 - in assignment today seem counterproductive.
431123 -  ..
431124 - Gary's sense is that his work representing the Requirements group in
431125 - meetings to coordinate with Schedule and Budgets, led tangentially to
431126 - support for action items, as a result of using SDS to report on staff
431127 - meetings, as shown in the record on 020508. ref SDS 21 PL6I  Since
431128 - then, this minimal exposure and Gary's extra effort has enabled
431129 - discovery through experience that created awareness among a few Aerospace company
431130 - staff that SDS action item support is helpful, reported a few days ago
431131 - on 030521. ref SDS 25 QX68  Today, Gary was told about a meeting
431132 - yesterday attended by his boss for Requirements, where the manager for
431133 - Schedules and Budgets requested that Gary be transferred to his group,
431134 - and this change was approved at the next level by Bruce.
431135 -
431136 -          [On 030524 research shows growing awareness about importance
431137 -          of contiual review to build shared meaning. ref SDS 27 KO9V
431139 -           ..
431140 -          [On 030527 Gary received validation that SDS record provides
431141 -          amazing support for organizational memory that improves
431142 -          understanding. ref SDS 28 0001
431144 -        ..
431145 -       Earlier on 030420 Gary was asked to prepare the record on a
431146 -       series of Technical Exchange Meetings (TEM) beginning on
431147 -       030415-17, because he has better command and control of the
431148 -       record using SDS. ref SDS 15 0001
431150 -        ..
431151 -       On 030506 increased demand for Com Metrics support role was
431152 -       anticipated based on growing complexity of  combat project.
431153 -       ref SDS 20 Q57I and ref SDS 20 K64X  On 030512 difficulty
431154 -       distributing SDS record via Internet was reviewed and yielded a
431155 -       record of prior success distributing printed documents and
431156 -       personal follow up, ref SDS 22 ES4L, citing Dave Packard's
431157 -       experience at HP using his practice of MBA, reported on 950608,
431158 -       ref SDS 2 4376, and subsequent experience with SDS and Com
431159 -       Metrics at USACE, reported on 970418. ref SDS 3 SL41
431161 -        ..
431162 -       Demand pulling the SDS "scribe" in many directions aligns with
431163 -       prior experience at DNRC, PG&E and USACE.  At one level, where
431164 -       people have to get things done, everyone wants help.  There is a
431165 -       limitless demand for SDS and Com Metrics because the people
431166 -       doing the work discover SDS is effective, shown in the report by
431167 -       USACE dated 970328, ref DRP 3 6172, and specifically by Herb
431168 -       Cheong citing benefit of personal briefings. ref DRP 3 JY49  At
431169 -       higher levels, where people, due to inexperience, are unaware
431170 -       SDS helps gets things done correctly, those folks are more
431171 -       afraid of accountability for not getting things done correctly,
431172 -       and so are dirven to cut off resources for organizational memory
431173 -       to work quickly and accurately on the grounds that this is
431174 -       unnecessary overkill, as reported on 890324, ref SDS 1 8R97, and
431175 -       later at USACE on 970624, meeting with the District Engineer.
431176 -       ref SDS 4 7388  It's another KM dilemma that is still ahead of
431177 -       us on combat.
431179 -  ..
431180 - Increasing support for Schedules and Budgets aligns with the record on
431181 - 030515 reporting a letter by the program director, Jerry McElwee, that
431182 - notified  combat personnel that new authority for a budget to fund  combat has
431183 - been approved. ref SDS 23 0001  Approval creates immediate pressure
431184 - for Aerospace company to come up with schedule and budget targets for approval
431185 - under C/SCSC.  Even though a schedule and budget depend on getting
431186 - requirements from users, per above, ref SDS 0 GF4J, the current effort
431187 - needs help to come up with something in advance of getting
431188 - requirements, because user agencies are being slow to respond.  This
431189 - means a best effort on schedule and budgets will be developed without
431190 - input on Requirements.
431192 -  ..
431193 - Gary plans to let the matter rest for a day or so, then attempt
431194 - constructive review with management on how to accomplish support for
431195 - Schedules and Budget, while maintaining Gary's prior assignment in
431196 - Requirements.  Off-hand, if he is the representative for Requirements
431197 - in Schedule and Budgets, then he can continue to provide the same
431198 - level of support that led to this change, and this would benefit both
431199 - Requirements and Schedule and Budget, since these are closely related
431200 - functions.
431201 -
431202 -
431204 -  ..
4313 -
4314 -
4315 - 1721
4316 -
431601 - Gary called back.
431602 -
431603 - He indicated that he has been re-assigned to continue supporting part
431604 - of architecture, and has was asked by the manager of that group to
431605 - develop agenda's and produce a record of weeking progress meetings.
431607 -  ..
431608 - Would like to get an org chart with some explanation to clarify these
431609 - various groups.  For example, Gary seemed to indicate this afternoon
431610 - that there is no specific group working on Schedules and Budgets,
431611 - rather this is just an assemblage, or working group drawn from the
431612 - existing structure.
431613 -
431614 -     [On 030529 Gary developed organization for his part of combat.
431615 -     ref SDS 29 0001
431616 -
431617 -
431618 -
431619 -
431620 -
431621 -
431622 -
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