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: June 12, 2003 11:41 AM Thursday; Rod Welch

Jerry called on proposal to participate in SDS project.

1...Summary/Objective
2...CSG Proposal to Evaluate SDS for Commercial Product Development
3...Gives and Gets Starting on Positive Foot with Focus on Value Added
4...SDS Technology Transfer Clarified with List of Trade Secrets
5...Implement SDS at CSG with Training Program for Software Developers
................Termination on 031231
................CSG Insulated from SDS Until Decision to Buy
................Pilot Project to 031231 Go or No Go Decision
................Training Implementation Manual Sales Platform
................Marketing Opportunity from SDS Training Documentation
................Com Metrics "Solution" Derivative of Training Manual
................Solution Derivative of Training Deliverable to Sell SDS
6...Diary Showing History Using System to Build the System
7...Business Plan Support Key Ingredient Timing and Correlation with CSG
8...Extreme Programming Expedites Taking SDS to the Next Level
9...Taking SDS to Next Step Requires First Step to Learn KM by Doing KM
.....Learning SDS First Priority Re-tool Skills Takes Time and Support
.....Jerry Understands Learning SDS Requires Support and Training
.....Gary's Experience Learning SDS Available in Rod's Records
.....Memory Medit Program Initial Task for Learning SDS
.....Learn SDS by Using SDS for Discrete Tasks Like Memory Project
.....Re-tool Skills Using SDS for Learning SDS and Fixing SDS Memory
10...Agreement Will be Drafted Over Weekend by Jerry
........Schedule considerations......................Time....Discussion

ACTION ITEMS.................. Click here to comment!

1...Accordingly, the agreement should recognize planning on 030611.
2...We discussed ideas to clarify this section concerning submitting the
3...Discussed mechanics of "reaching agreement that SDS is a viable
4...We discussed incorporating into the schedule, which Jerry will

CONTACTS 
0201 - CSG Systems Inc.
020101 - Mr. Jerry J. Nord

SUBJECTS
Agreement on Using SDS and Participating in SDS Project Requires Memo
Gives Gets on Agreement for Jerry to Participate in SDS
Transfer Technology to CSG SDS IP Protection for Welch Gives and Gets
CSG Technology Transfer SDS IP Protection for Welch Gives and Gets Bas
Nord, Jerry Trade Secrets Welch IP Protection Royalties Gives and Get
Nord, Jerry Will Develop Proposal for Protecting Welch IP
Proposal Language Submitted for SDS Project Protects Welch IP Rights
Proposal Received from Jerry on Participating in SDS Development
Technology Transfer SDS Trade Secrets Can Only Be Accomplished Throug

1811 -
1811 -    ..
1812 - Summary/Objective
1813 -
181301 - Follow up ref SDS 65 0000, ref SDS 64 0000.
181302 -
181303 - Made progress exploring issues and clarifying understandings toward
181304 - completing agreement. ref SDS 0 PPUQ  Over the weekend, Jerry will
181305 - draft a formal agreement to formalize these understandings, and will
181306 - submit on Monday or Tuesday of next week. ref SDS 0 EY4S  The list of
181307 - SDS "trade secrets" will be incorporated to clarify technology
181308 - transfer issues. ref SDS 0 K38R  IP will be protected with a
181309 - confidentiality agreement by CSG staff working with SDS. ref SDS 0
181310 - K38V  The training and deployment plan Jerry will develop for using
181311 - SDS presents an opportunity to propose a sale to Aerospace company on the  combat
181312 - project to complement Aerospace company's deliverable on its contract with the US
181313 - Army. ref SDS 0 01WR  If a staff of people can be developed at CSG who
181314 - are competent with SDS, this would provide crucial resources for
181315 - pitching the Com Metrics "solution" to many other large organizations
181316 - who need this help.  One approach to transition into using SDS for
181317 - daily work is to identify discrete tasks for SDS; an example would be
181318 - to work on improving memory for SDS. ref SDS 0 Y16K
181319 -
181320 -     [On 030616 submitted letter confirming these understandings to
181321 -     support Jerry's work preparing a draft agreement. ref SDS 69 0001
181323 -      ..
181324 -     [On 030617 Jerry reported delays due to problems finding
181325 -     information on another matter; target date for getting agreement
181326 -     is 030619. ref SDS 70 154H
181327 -
181328 -
181329 -
181331 -  ..
1814 -
1815 -
1816 - Progress
1817 -
181701 - CSG Proposal to Evaluate SDS for Commercial Product Development
181702 - Gives and Gets Starting on Positive Foot with Focus on Value Added
181703 -
181704 - Follow up ref SDS 66 PPUQ, ref SDS 65 PPUQ.
181705 -
181706 - Per planning on 030611, ref SDS 66 EY4Y, we reviewed Jerry's proposal,
181707 - ref DRP 5 0001, received on 030611 and saying....
181708 -
181709 -    1.  From our discussion on Monday, June 9th, ref SDS 65 FV7J, I
181710 -        would like to propose the following arrangement:
181712 -             ..
181713 -        1)  Rod Welch sends the development version of SDS (in its
181714 -            current configuration) and his database to Jerry Nord at
181715 -            CSG Systems. ref DRP 5 0001
181717 -  ..
181718 - This point is agreed, per telecon with Jerry and planning on 030609
181719 - for installing SDS on Jerry's computers....
181720 -
181721 -              a.  System requirements................. ref SDS 65 LD8H
181722 -              b.  Routine for transferring code
181723 -                  and work files from home to
181724 -                  work station computers.............. ref SDS 65 6K6F
181725 -              c.  Rod's SDS records will be
181726 -                  transferred and maintained on
181727 -                  Jerry's computer for training
181728 -                  and collaboration................... ref SDS 65 ZP6L
181730 -       ..
181731 -      [...see below on using SDS diary of daily work. ref SDS 0 H45F
181733 -       ..
181734 -      [On 030620 agreed on keeping up regular communication to maintain
181735 -      progress by not "going dark." ref SDS 72 6W51
181737 -  ..
181738 - Schedule and planning for mobilization...
181739 -
181740 -     Considering a week (7 calendar days) after signing the agreement
181741 -     for Welch to prepare a CD and transport to CSG.
181743 -      ..
181744 -     Allow 2 weeks for installation and configuration on Jerry's three
181745 -     (3) computers to mobilize by solving inevitable snafus, including
181746 -     getting transfer ops up and running, which are discussed in the
181747 -     record on 030609. ref SDS 65 LD8H  This might be done in only a
181748 -     day or two, but experience suggests prudence, so we don't start
181749 -     out behind schedule the first week.
181750 -
181751 -         [...below, schedule allows 3 weeks to mobilize after signing
181752 -         Agreement. ref SDS 0 4R6J
181753 -
181755 -  ..
181756 - We further discussed Jerry's proposal on 030611 saying...
181757 -
181758 -        2)  In return, Jerry Nord affirms the following conditions:
181759 -
181760 -            A.  All copyright, patentable, and "intellectual" property
181761 -                relating to SDS created by Rod Welch and designated
181762 -                partners belongs to Rod Welch and partners he
181763 -                designates. ref DRP 5 0PSQ
181765 -  ..
181766 - We reviewed analysis yesterday of Jerry's proposal on 030611,
181767 - ref SDS 66 K37T, and our discussion on 030609 mutually recognizing SDS
181768 - technology transfer will occur from experience using SDS. ref SDS 65
181769 - NG56
181770 -
181771 -       [On 030627 Jerry plans to include SDS on a confidentiality
181772 -       agreement he has with CSG. ref SDS 75 V09O
181774 -  ..
181775 - As a result, we decided today to include in the agreement a list of
181776 - unique and useful SDS technology that will be transferred to Jerry and
181777 - CSG, based on the explanation in POIMS and the review of SDS "trade
181778 - secrets" shown in the record on 000831, ref SDS 12 G8E3, to give
181779 - examples of copyright, patentable, and "intellectual" property that
181780 - belongs to Rod Welch and partners.
181781 -
181782 -       [On 030620 agreed to list SDS trade secrets in the agreement.
181783 -       ref SDS 72 6W4W
181785 -        ..
181786 -       [On 030708 developed Appendix A to Agreement listing SDS
181787 -       intellectual property. ref SDS 77 NY6K
181788 -
181790 -  ..
181791 - We further reviewed the record on 030611, and decided to include the
181792 - following language...
181794 -                     ..
181795 -                    SDS technology transfer of software, training and
181796 -                    support are provided by Welch to Jerry Nord and to
181797 -                    CSG for purposes of evaluation, and that the design
181798 -                    and architecture of SDS "trade secrets" listed in
181799 -                    the record on 000831, ref SDS 12 G8E3 are known and
181800 -                    owned only by Welch prior to conveyance, and is not
181801 -                    for commercial enterprise, except as agreed by
181802 -                    Welch.
181804 -          ..
181805 -         [On 030619 Jerry asked questions on IP. ref SDS 71 KU7L
181807 -          ..
181808 -         [On 030620 decided to address IP in the agreement. ref SDS 72
181809 -         6W4W
181811 -          ..
181812 -         [On 030627 Jerry plans to include SDS on a confidentiality
181813 -         agreement he has with CSG. ref SDS 75 V09O
181815 -          ..
181816 -         [On 030708 language in Section 2 and 5 of the Agreement
181817 -         accomplishes this purpose. ref SDS 77 WT7U and ref SDS 77 WT4R
181818 -
181819 -
181821 -  ..
181822 - SDS Technology Transfer Clarified with List of Trade Secrets
181823 -
181824 - We further discussed Jerry's proposal on 030611 saying...
181825 -
181826 -            B.  Terms and conditions outlined in SDS on 030126,
181827 -                ref SDS 45 KG9L will be adhered to by Jerry Nord.
181828 -                ref DRP 5 XW6N
181830 -  ..
181831 - We reviewed issues raised by Morris Jones in his letter received
181832 - earlier today. ref SDS 68 TS6O
181834 -  ..
181835 - Jerry will reference the record on 030126 in drafting the agreement,
181836 - as he did in the proposal yesterday, ref SDS 66 K38R, and he will use
181837 - some express language from the record on 030126 to incorporate in the
181838 - agreement, where clarity is needed.
181839 -
181840 -         [On 030620 decided to address IP in the agreement. ref SDS 72
181841 -         6W4W
181843 -          ..
181844 -         [On 030627 Jerry plans to include SDS on a confidentiality
181845 -         agreement he has with CSG. ref SDS 75 V09O
181847 -  ..
181848 - Per analysis on 030611, primary objective and intent of the agreement
181849 - is to give CSG the opportunity to benefit from SDS technology transfer
181850 - to the extent, and only to the extent, this results in commensurate
181851 - benefit to Welch, ref SDS 66 K38R, and further to prevent financial
181852 - gain from SDS technology transfer independently from Welch, as
181853 - contemplated under the plan to add the language discussed above.
181854 - ref SDS 0 SF85
181856 -        ..
181857 -       [On 030708 developed Appendix A to Agreement listing SDS
181858 -       intellectual property that is protected as a result of
181859 -       technology transfer. ref SDS 77 NY6K
181861 -  ..
181862 - To the extent that CSG incurs expense for salaries and other costs
181863 - arising from work with SDS, then all such expense is agreed to be
181864 - compensated by the corollary benefit to investigate SDS for the
181865 - purpose of entering a future agreement with Welch for joint
181866 - development of a new product to earn income, as specified in para 2)D,
181867 - below, ref SDS 0 K39Q, and secondly CSG costs are agreed to be
181868 - compensated by the savings CSG will achieve by using SDS during the
181869 - project, based on the report by USACE dated 971007 showing ROI of
181870 - 10:1. ref DRP 4 0001
181872 -  ..
181873 - To the extent that Welch is conveying a monetary benefit to CSG and to
181874 - Jerry Nord for the right to use SDS and for training and support under
181875 - this product evaluation agreement, Welch waives any right to
181876 - compensation during the period of the agreement, as specified in para
181877 - 2)D, ref SDS 0 K39Q, in exchange for good faith performance of agreed
181878 - tasks.
181880 -  ..
181881 - In both cases, each party recognizes any all expenses incurred are for
181882 - purposes of marketing, and thus are agreed to be compensated fully
181883 - with no residual claims of entitlement upon termination under the
181884 - terms of the agreement.
181885 -
181886 -
181887 -
181888 -
181889 -
181890 -
181891 -
181892 -
1819 -

SUBJECTS
Implement SDS at CSG with 7 Programmers Jerry Offers to Participate S
Training Manual Program for Software Engineers to Learn and Implement
Nord, Jerry at CSG Offers to Design Write Training Regimen
Pilot Test Early Adopters Discover Demand for SDS KM
7 Programmers Jerry Offers to Participate SDS Development Marketing B

3307 -
330801 -  ..
330802 - Implement SDS at CSG with Training Program for Software Developers
330803 -
330804 - Follow up ref SDS 66 K38V, ref SDS 65 XO60.
330805 -
330806 - We further discussed Jerry's proposal on 030611 saying...
330807 -
330808 -            C.  All active users of the SDS product at CSG will be
330809 -                asked to sign a confidentiality agreement to protect
330810 -                the intellectual property of SDS. ref DRP 5 EX7F
330812 -  ..
330813 - Jerry said a copy of the confidentiality agreement will be included
330814 - with the primary agreement, and Welch will receive copies of actual
330815 - confidentiality agreements for each active user of SDS assigned by
330816 - Jerry during the duration of the agreement.
330817 -
330818 -      [On 030620 discussed having CSG staff do most of the learning and
330819 -      be assigned as primary "scribe" to avoid Jerry being spread too
330820 -      thin trying to learn and use SDS while also managing software
330821 -      operations. ref SDS 72 HS9O
330823 -       ..
330824 -      [On 030708 this objective is implemented in Section 3 of the
330825 -      Agreement. ref SDS 77 WT83
330827 -       ..
330828 -      [On 030716 Jerry reports that CSG legal proposes developing a
330829 -      license to accomplish this objective, perhaps in lieu of the plan
330830 -      today for individual NDAs with individual employees. ref SDS 79
330831 -      KY9F
330833 -       ..
330834 -      [On 030724 planning to implement this provision. ref SDS 82 KN9G
330835 -
330837 -                 ..
330838 -                Termination on 031231
330839 -                CSG Insulated from SDS Until Decision to Buy
330840 -                Pilot Project to 031231 Go or No Go Decision
330841 -
330842 -                Follow up ref SDS 66 K39Q.
330844 -  ..
330845 - We further discussed Jerry's proposal on 030611 saying...
330846 -
330847 -            D.  The pilot project Jerry Nord will conduct at CSG will
330848 -                last through December 31, 2003, after which a decision
330849 -                will be made if it is to continue, CSG is approached to
330850 -                purchase the SDS system, or the pilot project is
330851 -                terminated.  This decision will be made by Rod Welch
330852 -                and partners.  If the decision is made to terminate the
330853 -                project, all software, written material, and any
330854 -                modified or newly developed application code and
330855 -                documentation will be returned to Rod Welch.
330856 -                ref DRP 5 ZX7J
330858 -  ..
330859 - We agreed that if the parties decide to terminate, then CSG will have
330860 - no residual claim against Welch and/or any subsequent revenue
330861 - generated by SDS.
330863 -  ..
330864 - We further discussed Jerry's proposal on 030611 saying...
330865 -
330866 -        3)  Jerry Nord will provide the following:
330867 -
330869 -                 ..
330870 -                Training Implementation Manual Sales Platform
330871 -                Marketing Opportunity from SDS Training Documentation
330872 -                Com Metrics "Solution" Derivative of Training Manual
330873 -                Solution Derivative of Training Deliverable to Sell SDS
330874 -
330875 -                Follow up ref SDS 66 03AU.
330876 -
330877 -            A.  A documented training method for SDS.  This method will
330878 -                incorporate the use of seminars, written technical and
330879 -                business documentation, and training procedures needed
330880 -                to educate business owners (decision makers) and end
330881 -                users. ref DRP 5 EY8E
330883 -  ..
330884 - We noted today that this deliverable aligns with review of Jerry's
330885 - letter on 030604, ref SDS 63 XO4V, which further lists foundational
330886 - documents to support training. ref SDS 63 QX4X  An example of content
330887 - for training and deployment is Gary's report on 030604 that he posted
330888 - the eight (8) steps for using SDS to perform Communication Metrics, on
330889 - the wall at Aerospace company. ref SDS 62 0001
330890 -
330891 -     [On 030723 Jerry's work is applications software customer support,
330892 -     which provides the expertise and experience needed to accomplish
330893 -     the assignment Jerry proposes taking on; and moreover, the
330894 -     customer support industry is a major application for SDS
330895 -     capabilities; this combination creates a lot of potential for
330896 -     positive synergy between learning, developing and applying SDS and
330897 -     Com Metrics. ref SDS 81 ZQ97
330899 -  ..
330900 - Experience at CSG learning SDS, per below, ref SDS 0 GZ6K, provides
330901 - input for developing training and deployment under this provision.
330903 -  ..
330904 - Planning in the record on 030611 shows Jerry's proposal supports a
330905 - terrific sales platform for "solutions" on big projects like  combat at
330906 - Aerospace company, where Gary is working and currently using SDS for
330907 - Communication Metrics. ref SDS 66 SG6V  Jerry feels that SDS is
330908 - definitely a business "solution" rather than an "off-the-shelf product
330909 - for individual consumers.
330911 -  ..
330912 - Accordingly, the agreement should recognize planning on 030611.
330913 - ref SDS 66 SG6V
330914 -
330915 -        [On 030620 reviewed vision for SDS and opportunity to implement
330916 -        on major projects. ref SDS 72 5T7K
330918 -  ..
330919 - Jerry advised that his background and CSG have not typically pursued
330920 - sales to the government and to government contractors, like the Aerospace company
330921 -  combat project, however, work on the SDS may show that this is a viable
330922 - opportunity to fund work on SDS development, as further explained in
330923 - the record on 030611. ref SDS 66 SG79
330925 -  ..
330926 - Many organizations are looking for SDS-type capability to solve
330927 - problems exposed by events on 010911, ref SDS 21 YNGH, and later on
330928 - 030304. ref SDS 46 KV6K  Many organizations are competing for this
330929 - business who are selling information managment, or offering to develop
330930 - capability for Knowledge Mangaement.  SDS can improve management at
330931 - every organzation immediately.   combat is a particularly inviting target
330932 - because it is a big project, well funded that is largely research, and
330933 - some aspects are expressly seeking KM.
330934 -
330935 -
330936 -
330937 -
330938 -
3310 -

SUBJECTS
Diary Prepared on Using SDS for Learning and Developing SDS by Using
Proposal from Jerry Calls for Maintaining a Diary of Work Performed L
Nord, Jerry Proposal to Participate in SDS Development Initially Eval
Diary Use SDS for Learning and Building New SDS System
Diary Record Archive History Experience Organizational Memory Backgro
Experience Using SDS Diary Accumulates Guidance for Improving SDS
Experience History Record Organizational Memory Diary Journal Knowled
Using SDS Developed Diary of Experience that Guided Continual Improve

4710 -
471101 -  ..
471102 - Diary Showing History Using System to Build the System
471103 -
471104 - Follow up ref SDS 66 H45F
471105 -
471106 - We further discussed Jerry's proposal on 030611 saying...
471107 -
471108 -            B.  A diary of the pilot using SDS. ref DRP 5 XI9F
471110 -  ..
471111 - Jerry recognizes that using the diary for reporting on work performed
471112 - under this agreement aligns with provisions on 030126 to use SDS for
471113 - documenting daily work and collaboration on development and for
471114 - training and support by Welch, and further that this requirement is to
471115 - transfer the SDS record to Welch generally once a day, and no less
471116 - than once a week for the duration of the project, ref SDS 45 HF6N,
471117 - also discussed above. ref SDS 0 YC8J
471119 -  ..
471120 - We discussed the history of SDS development implemented by this
471121 - provision for applying the work methodology that created SDS by using
471122 - the SDS system to build a better system, cited by Morris Jones at
471123 - Intel on 010924. ref SDS 22 NK4J
471124 -
471125 -      [On 030620 agreed on keeping up regular communication to avoid
471126 -      going dark in order to maintain progress. ref SDS 72 6W51
471128 -       ..
471129 -      [On 030725 Dave Buoncristiani discussed keeping records on use of
471130 -      SDS at CSG. ref SDS 83 C49H
471131 -
471132 -
471133 -
471134 -
471135 -
4712 -

SUBJECTS
Marketing Business Plan and 7 Programmers Jerry Offers to Participate
Disruptive Technology Business Plan Must Recognize SDS for Com Metric
Nord, Jerry Offers to Help Prepare Business Plan Help Take SDS to Mar
Jerry Nord Offers to Help Develop Business Plan
Proposal Participate in SDS Development and Marketing with Business P
Nord, Jerry at CSG Offers to Help Prepare Business Plan
Marketing Business Plan and 7 Programmers Jerry Offers to Participate

5309 -
531001 -  ..
531002 - Business Plan Support Key Ingredient Timing and Correlation with CSG
531003 -
531004 - Follow up ref SDS 66 AM4M, ref SDS 65 AM4M.
531005 -
531006 - We further discussed Jerry's proposal on 030611 saying...
531007 -
531008 -            C.  A business plan that can be used to take SDS to market.
531009 -                Delivery of this plan can be expected within 90 days of
531010 -                reaching agreement that SDS is a viable product and can
531011 -                be marketed. ref DRP 5 EY9I
531013 -  ..
531014 - We discussed ideas to clarify this section concerning submitting the
531015 - business plan to CSG and/or to other investors.  Is the thought to
531016 - partner with CSG for presentation to VC investors? This area will get
531017 - more thought by both parties in finalizing the agreement.
531019 -  ..
531020 - Jerry was familiar with analysis on 030604 of prior work on developing
531021 - a business plan, ref SDS 63 GY7F, citing the record on 000802,
531022 - ref SDS 11 0001, and issues of "disruptive technology" also set out on
531023 - 030504. ref SDS 63 GY7V
531025 -  ..
531026 - Recently, on 030530 the potential for using the SDS record as an
531027 - advertising medium was reviewed, ref SDS 59 0001, which complements
531028 - analysis on 000802. ref SDS 11 4800
531030 -  ..
531031 - Discussed mechanics of "reaching agreement that SDS is a viable
531032 - product and can be marketed."  Considered whether the date 031231 is a
531033 - target date for this, or will a set of steps and deliverables be
531034 - proposed and a schedule for "reaching agreement" on this project
531035 - milestone?
531036 -
531037 -
531038 -
531039 -
531040 -
531041 -
531042 -
5311 -

SUBJECTS
Extreme Programming Approach Expedites Taking SDS to the Next Level
First Step Taking SDS to the Next Level Windows Version for Marketing
Learn 2 Months Understand SDS Flexible Structures Realize Benefits Ne
Learn Current SDS to Develop KM by Doing KM
Com Metrics 8 Steps Using SDS Post on Wall to Remind First Step Take
Take SDS to Next Level Using Extreme Programming Approach is to Learn
Nord, Jerry at CSG Offers to Use Extreme Programming Method to Take S

6109 -
611001 -  ..
611002 - Extreme Programming Expedites Taking SDS to the Next Level
611003 - Taking SDS to Next Step Requires First Step to Learn KM by Doing KM
611004 -
611005 - Follow up ref SDS 66 XO5L, ref SDS 65 XO5L.
611006 -
611007 - We further discussed Jerry's proposal on 030611 saying...
611009 -             ..
611010 -        4)  Jerry Nord will act as customer (extreme programming
611011 -            terminology) for evolution of SDS.  Jerry will provide
611012 -            input into appearance and functionality (UI) of product.
611013 -            Jerry will provide testing scenarios and test the SDS model
611014 -            as appropriate. ref DRP 5 0158
611015 -
611016 -
611018 -      ..
611019 -     Learning SDS First Priority Re-tool Skills Takes Time and Support
611020 -
611021 -     Follow up ref SDS 65 XO5L, ref SDS 63 AZ5L.
611022 -
611023 -     We discussed incorporating into the schedule, which Jerry will
611024 -     deliver under para 2, below, ref SDS 0 EY4S, time at work for
611025 -     learning SDS on the job, prior to programming, per analysis on
611026 -     030604, ref SDS 63 KJ4I, and review of Jerry's proposal on 030611.
611027 -     ref SDS 66 BY8M
611028 -
611029 -          [On 030620 discussed Jerry consider selecting someone to be
611030 -          the primary learner and user of SDS, and to become his onsite
611031 -          Com Manager, i.e., scribe, to avoid Jerry getting spread too
611032 -          thin, since his leadership and commitment is the primary
611033 -          driving force that is needed for success. ref SDS 72 HS9O
611035 -           ..
611036 -          [On 030926 Jerry assigned Tom Gilbert to be the first person
611037 -          to learn SDS. ref SDS 84 QU3L
611039 -      ..
611040 -     For example, analysis on 950803 considers adding graphics to SDS,
611041 -     which seems appealing for UI, but the record also helps understand
611042 -     subtle objectives improving "knowledge" work, and so illustrates
611043 -     the need to gain experience using SDS that guides work on
611044 -     improvements. ref SDS 4 0990,
611046 -      ..
611047 -     Today, we discussed Gary's experience learning SDS.  A
611048 -     major factor is limited time due to the press of regular duties on
611049 -     the job.  Gary overcame difficulties re-tooling skills by learning
611050 -     SDS between assignments at Aerospace company.  This reduced frustrations
611051 -     learning to push new buttons and a critical mass of new tasks in
611052 -     order to be effective using SDS, as reported on 030609.
611053 -     ref SDS 65 QH4I  Others have not been successful traveling the
611054 -     learning curve, due to reasons reported on 890809. ref SDS 1 6162
611055 -
611056 -          [...below, discuss identifying descrete tasks that don't have
611057 -          to meet a deadline so there is time to experiment and make
611058 -          mistakes while learning. ref SDS 0 Y16K
611060 -           ..
611061 -          [On 030616 example of challenge learning SDS while using
611062 -          existing skills to perform regular duties. ref SDS 70 154H
611064 -           ..
611065 -          [On 030716 reviewed need for Jerry to invest time learning
611066 -          SDS. ref SDS 79 8552
611067 -
611069 -      ..
611070 -     One reason Gary stuck with learning SDS long enough to succeed may
611071 -     be, in part, because he invested time to review foundational
611072 -     documents, per above, ref SDS 0 SU5O, for preparing a software
611073 -     requirements spec (SRS), reported in the record on 020618.
611074 -     ref SDS 30 K93H  Understanding rationale for SDS and Com Metrics
611075 -     explained in POIMS, NWO, TDS, etc., strengthens resolve.  While
611076 -     Jerry has done some of this already in his letter on 011210,
611077 -     ref SDS 25 0001, it might help for his team to begin reviewing
611078 -     POIMS, as soon as possible, rather than wait for the ink to dry on
611079 -     a formal agreement.
611080 -
611081 -           [On 030630 Jerry requests bibliography to begin review of
611082 -           SDS foundational documents. ref SDS 76 YJ6N
611084 -            ..
611085 -           [On 030708 Jerry submits analysis of SDS foundational
611086 -           documents, beginning with POIMS. ref SDS 78 7L6J
611088 -      ..
611089 -     We also discussed today Gary's comments about the risk that people
611090 -     may not "get it" to accomplish our goal of technology transfer.
611091 -     ref SDS 67 PO5I  SDS methodology is counterintuitive, which means
611092 -     that going to work everyday in a manual world using email, the
611093 -     telephone, Powerpoint, meetings, wordprocessing, weblogs, Palm
611094 -     Pilot, and so on conceals the secret of Knowledge Management.
611095 -     Cultural inertia favoring information technology (IT) makes
611096 -     discovering the secret of KM difficult for people who expect to
611097 -     use SDS the way they use other tools, shown by the example in the
611098 -     record on 920215. ref SDS 2 5820  This was discussed recently on
611099 -     030407 when Gary submitted a list of tools he, and most software
611100 -     professionals, have learned to use for handling daily working
611101 -     information prior to getting SDS. ref SDS 49 R24N
611103 -      ..
611104 -     Calls and email asking for help was effective for Gary learning
611105 -     SDS.  While he railed against the editor and other things that
611106 -     seemed "dumb" in the beginning, he called and wrote email often to
611107 -     get help, and in a few months, he became comfortable creating SDS
611108 -     records, as shown by the record....
611109 -
611110 -              [On 030620 Jerry plans regular communication to maintain
611111 -              progress by avoiding "going dark." ref SDS 72 6W51
611113 -           ..
611114 -          SDS sent to Gary; goal for
611115 -          Gary to publish SDS records on
611116 -          Internet............................ 020924, ref SDS 37 0001
611118 -           ..
611119 -          New way of working takes 2
611120 -          months to re-tool skills............ 021109, ref SDS 38 5Z4P
611122 -           ..
611123 -          Example of training and support
611124 -          for creating links.................. 021120, ref SDS 39 SF6J
611126 -           ..
611127 -          Gary published SDS record on
611128 -          Internet, major milestone........... 021122, ref SDS 40 0001
611130 -           ..
611131 -          Gary asks to join team to
611132 -          contribute to SDS development....... 021125, ref SDS 41 YF35
611133 -
611134 -
611136 -      ..
611137 -     Jerry Understands Learning SDS Requires Support and Training
611138 -     Gary's Experience Learning SDS Available in Rod's Records
611139 -
611140 -     Jerry commented during the call that he expects to be proactive
611141 -     seeking help in order to get through the learning curve for SDS.
611142 -
611143 -              [On 030620 Jerry plans regular communication to maintain
611144 -              progress by avoiding "going dark." ref SDS 72 6W51
611146 -               ..
611147 -              [On 030926 Jerry assigned Tom Gilbert to be the first
611148 -              person to learn SDS. ref SDS 84 QU3L
611150 -      ..
611151 -     I explained that collaboration with Gary may be helpful,
611152 -     since Gary has background as a senior software engineer who has a
611153 -     work practice that is foreign to SDS.  Gary has limited time for
611154 -     support because of his assignment at Aerospace company, but has been very
611155 -     generous with his insights and ideas.  He has offered to help
611156 -     Jerry and his team within time available.  One approach is to make
611157 -     a review of the record helping Gary learn SDS.  This record is
611158 -     accessible through the Subject Index for my SDS records, which
611159 -     Jerry will receive, under para 1), per above. ref SDS 0 K36O
611160 -
611161 -              [On 030926 Gary preparing ideas for learning SDS
611162 -              for Tom Gilbert to be the first person to learn SDS.
611163 -              ref SDS 84 965P
611165 -      ..
611166 -     Experience at CSG by Jerry and his team learning SDS will provide
611167 -     input to the training and deployment program under Jerry's task in
611168 -     para 3)A, per above. ref SDS 0 03AU
611169 -
611170 -
611171 -
611172 -
611173 -
6112 -

SUBJECTS
Fragmented Memroy Recover Morris Improved Medit to Try and   lve this
Medit C Version Upgrade to Run SDS on Windows
Jones, Morris Submits Questions to Brandon and Brenda at Microsoft on
Time to Learn Integrated Features Complementary Data Bases Period Bet
Nord, Jerry CSG Discrete Tasks for Learning SDS Can Start with Learni
Discrete Tasks for Learning SDS Can Start with Learning SDS and Impro
Time Learning SDS Need Discreet Tasks That Don't Have to Get Done and
Agreement Jerry Nord Will Draft Agreement Based on Proposal Dated 030
Nord, Jerry CSG Discrete Tasks for Learning SDS Can Start with Learni
Discrete Tasks for Learning SDS Can Start with Learning SDS and Impro

8112 -
811301 -      ..
811302 -     Memory Medit Program Initial Task for Learning SDS
811303 -     Learn SDS by Using SDS for Discrete Tasks Like Memory Project
811304 -     Re-tool Skills Using SDS for Learning SDS and Fixing SDS Memory
811305 -
811306 -     A challenge learning SDS on the job is doing daily tasks with a
811307 -     new way of working.  It takes time to build up a data base of
811308 -     existing work that can be used to experiment for learning SDS
811309 -     functionality, including making mistakes and starting over.  This
811310 -     is addressed in part by providing Rod's records, per above
811311 -     discussing para 1) of the proposed agreement. ref SDS 0 K36O  But,
811312 -     additionally, extra time for learning causes frustrations and so
811313 -     encourages people to use existing skills, both to meet deadlines,
811314 -     and to avoid the trauma (uncertainty and struggle) of learning
811315 -     that takes more than 20 minutes or so.  This psychological tension
811316 -     creates a negative synergy that blocks learning the eight (8)
811317 -     steps for using SDS listed in the record on 001219, ref SDS 15
811318 -     4W4L, because people are forced to use skills they already have to
811319 -     make a living.
811320 -
811321 -           [On 030621 Jerry printed SDS records with information on
811322 -           drafting the agreement, and he plans to write and dictate
811323 -           the agreement during a trip in the car with his wife
811324 -           driving. ref SDS 73 XN6K
811326 -      ..
811327 -     As noted above, Gary, now at Aerospace company, learned SDS last year
811328 -     while between assignments, and so he was not pressured each day to
811329 -     get things done using existing skills, as further discussed on
811330 -     030609. ref SDS 65 QH4I
811331 -
811332 -           [On 030617 discussed with Gary. ref SDS 70 R279
811334 -      ..
811335 -     Transformation presents a challenge of how to find discrete tasks
811336 -     on the job at CSG that can be worked with SDS to re-tool personal
811337 -     skills under a regimen of "learn by doing," while continuing to
811338 -     rely on existing skills for mission critical job tasks.
811340 -      ..
811341 -     Two tasks fit the model of CSG daily work....
811342 -
811343 -         1.  Learning SDS.
811344 -
811345 -             SDS starts new User's off with several learning lessons.
811346 -             So creating tasks for these, and continuing them forward,
811347 -             provides a way to build a personal data base on relevant
811348 -             tasks.
811350 -              ..
811351 -         2.  Fixing SDS memory problem
811352 -
811353 -             Basic issue -- SDS is a DOS app with 640K limitation;
811354 -             background and discussions with Microsoft last year
811355 -             explain possible areas where CSG programming can
811356 -             contribute....
811358 -              ..
811359 -             Questions to Microsoft.......... 020613, ref SDS 29 NQ7O
811360 -             Planning and ideas.............. 010205, ref SDS 16 0001
811361 -             Fragmented memory issue......... 940808, ref SDS 3 PPYX
811362 -
811364 -      ..
811365 -     Today, we discussed working on improving memory of current version
811366 -     of SDS for both a deliverable and a learning exercise, per telecon
811367 -     with Gary yesterday on 030611. ref SDS 67 FR8K
811369 -      ..
811370 -     This task has no time burdens, which is conducive to experimenting
811371 -     with SDS by taking as along as needed to capture and organize the
811372 -     record.  There is an existing data base to experiment with links,
811373 -     and that demonstrate various formats that can be learned in SDS,
811374 -     including segmenting the record, as shown in this record.
811375 -
811376 -
811377 -
811378 -
811379 -
811380 -
811381 -
811382 -
8114 -

SUBJECTS
Schedule Jerry Will Prepare Using MS Project Submit Initial Ideas
Agreement Jerry Will Draft and Submit for Comments
Schedule Jerry Will Prfepare Initial Plan Offer Ideas for Considerati
Trade Secrets and Remuneration Consider in Agreement Morris Jones Ide

A606 -
A60701 -  ..
A60702 - Agreement Will be Drafted Over Weekend by Jerry
A60703 -
A60704 -
A60705 - Jerry will draft an agreement based on these discussions today, per
A60706 - above, ref SDS 0 PPUQ, and the proposal Jerry submitted yesterday, on
A60707 - 030611. We will aim for finalizing the agreement by the end of the
A60708 - week, or the first of next week, OA 030624.
A60709 -
A60710 -        [On 030616 submitted letter confirming these understandings.
A60711 -        ref SDS 69 0001
A60713 -         ..
A60714 -        [On 020617 Jerry advised submission of draft agreement delayed
A60715 -        a few days due to new problems at CSG. ref SDS 70 154H
A60717 -         ..
A60718 -        [On 030624 received agreement from Jerry. ref SDS 74 0001
A60720 -         ..
A60721 -        [On 030708 submitted suggestion to use a standard
A60722 -        non-disclosure agreement, ref SDS 77 E76L, and prepared CD for
A60723 -        submission to Jerry. ref SDS 77 NP4Y
A60724 -
A60726 -  ..
A60727 - Agreement will include a first look at a schedule (using MS Project)
A60728 - to outline dates and milestones, as Jerry sees them and for delivery
A60729 - within 7 business days for review and discussion. ref SDS 66 EY4S
A60730 - Jerry expects have a draft for review by Monday or Tuesday, OB 020617.
A60731 -
A60733 -         ..
A60734 -        Schedule considerations......................Time....Discussion
A60735 -
A60736 -            a.  Mobilize........................3 WK, ref SDS 0 IU4O
A60737 -            b.  Orientation by Johnson..........1 WK, ref SDS 0 RW5G
A60738 -            c.  Learning SDS and Com Metrics....2 MO, ref SDS 0 GZ6K
A60739 -
A60740 -                   [On 030718 reviewed importance of allocating time
A60741 -                   for study and learning, without burden of using SDS
A60742 -                   for daily work. ref SDS 80 FT6I
A60744 -                 ..
A60745 -                This is continuous over a life
A60746 -                time, but allocate heavy work
A60747 -                for two months, i.e., it will
A60748 -                be two months before you are
A60749 -                using the diary to perform
A60750 -                daily work.
A60752 -                 ..
A60753 -            d.  SDS memory......................5 MO, ref SDS 0 Y16K
A60754 -
A60755 -                Can run concurrent with learning
A60756 -                as a learning exercise.
A60758 -                 ..
A60759 -            e.  Proposal to Aerospace company on
A60760 -                training & deployment of
A60761 -                SDS for  combat project.............2 MO, ref SDS 0 SG6V
A60762 -            f.  Evaluation go no go.............1 MO, ref SDS 0 K39Q
A60763 -            g.  Business plan...................2 MO, ref SDS 0 AM4M
A60764 -
A60766 -         ..
A60767 -        [On 030724 signed Agreement, note idea to develop non-binding
A60768 -        schedule. ref SDS 82 KN9N
A60770 -  ..
A60771 - Agreement should be cognizant of input from Morris Jones earlier
A60772 - today, concerning "trade secrets," ref SDS 68 TO8I, which we reviewed
A60773 - carefully, per above, ref SDS 0 K37T; and, also, the issue of
A60774 - remuneration raised by Morris, ref SDS 68 BY68, which we did not
A60775 - discuss at great length, but is covered by reference in the record on
A60776 - 030126, which Jerry plans to recognize in the agreement, per above.
A60777 - ref SDS 0 K38R
A60779 -        ..
A60780 -       [On 030708 suggest using standard non-disclosure agreement.
A60781 -       ref SDS 77 WS8G
A60782 -
A60783 -
A60784 -
A60785 -
A60786 -
A60787 -
A60788 -
A60789 -
A60790 -
A60791 -
A60792 -
A60793 -
A60794 -
A60795 -
A60796 -
A608 -
Distribution. . . . See "CONTACTS"