CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Intel Corporation                                                                                                                                                  O-00000704 0201
020201 - Mr. Morris E. Jones;
0203 - Boeing                                                                                                                                                             O-00000816 0505
020301 - Mr. Garold L. Johnson
020303 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Schedule Jerry Will Prepare Using MS Project Submit Initial Ideas
Agreement Jerry Will Draft and Submit for Comments
Letter to Jerry Transmitting Analysis of Proposal and Telecon on 0306

3405 -
3405 -    ..
3406 - Summary/Objective
3407 -
340701 - Follow up ref SDS 70 0000. ref SDS 69 0000.
340702 -
340703 - Jerry said the SDS record yesterday satisfactorily addresses issues in
340704 - his letter, ref SDS 70 YJ3N, and it further illustrates opportunity
340705 - for using SDS to help people understand and follow up complex issues
340706 - to get things done correctly, on time and within budget.  During the
340707 - discussion today, we reviewed concerns in his letter and agreed on the
340708 - approach to take in this initial evaluation agreement on the matter of
340709 - IP, ref SDS 0 6W4W, and on allocating Jerry's time by assigning
340710 - someone else to be the lead learner. ref SDS 0 HS9O  A major task of
340711 - the evaluation effort is to engage others at CSG in applying SDS for
340712 - explaining to others the vision of SDS by citing foundational
340713 - documents in writings to enable a culture of knowledge. ref SDS 0 5T7K
340715 -  ..
340716 - After our discussion, submitted this record via email to confirm
340717 - understandings.
340718 -
340719 -
340721 -  ..
3408 -
3409 -
3410 - Discussion
3411 -
341101 - IP Protected by Agreement to Guide Performance
341102 -
341103 - This morning we reviewed Morris' analysis on protecting intellectual
341104 - property, cited by Jerry in his letter yesterday. ref SDS 70 KU7L
341105 -
341106 -     Jerry will prepare a draft agreement based on the proposal dated
341107 -     030611 and our review on 030612, ref SDS 67 PPUQ, and incorporate
341108 -     provisions in the agreement to protect intellectual property, as
341109 -     listed in the record on 000831, ref SDS 15 IW5G, also, as
341110 -     discussed in the record on 030612. ref SDS 67 K37T
341112 -      ..
341113 -     This will demonstrate continuing conduct showing IP is recognized
341114 -     and that steps were taken to protect IP, as related in the record
341115 -     on 030126, ref SDS 44 TS5H, and discussed with Jerry on 030612.
341116 -     ref SDS 67 K38R  Listing SDS IP/trade secrets in the agreement,
341117 -     also discussed on 030612, ref SDS 67 UP4N, provides guidance for
341118 -     the project about what is important in SDS that justifies
341119 -     expending effort to learn, use and improve the product for wider
341120 -     use in the general market.
341122 -      ..
341123 -     Morris and Gary can offer input to strengthen the initial draft,
341124 -     as we conclude this initial agreement.
341125 -
341126 -
341127 -
341128 -
341129 -
3412 -

SUBJECTS
Business Plan and 7 Programmers Jerry Offers to Participate SDS Devel

3503 -
350401 -  ..
350402 - Many Hands Make Light Work
350403 - Com Manager - Scribe for Jerry to Implement SDS Initiative
350404 -
350405 - Follow up ref SDS 70 6I4R, ref SDS 67 Y16K.
350406 -
350407 - We discussed Gary's idea for Jerry to assign others on his
350408 - staff to be onsite Com Managers, i.e., the lead "scribe," who can
350409 - spend more time than Jerry has available for learning to use SDS and
350410 - to prepare the record, per considerations yesterday, ref SDS 70 6I60,
350411 - Ideally, several people can tackle this assignment, with the goal of
350412 - getting at least one person, although preferably 2 or 3, who has
350413 - Jerry's confidence to make a good faith effort that has a likely
350414 - chance of succeeding in supporting Jerry's use of SDS.
350416 -         ..
350417 -        [On 030716 Jerry relates that CSG legal staff suggests
350418 -        developing a license to use SDS, rather than rely on NDAs for
350419 -        each person at CSG who uses SDS. ref SDS 72 NW5M
350421 -         ..
350422 -        [On 030724 signed NDA and noted action item on developing
350423 -        confidentiality agreement with CSG staff in order to accomplish
350424 -        objective of limiting burden on Jerry to be the SDS "scribe,"
350425 -        but this may entail further work on a license. ref SDS 73 KN9G
350427 -         ..
350428 -        [On 030730 decided that Jerry will be primary person to learn
350429 -        SDS in the beginning, rather than CSG staff, because the
350430 -        mechanics, cost and time of separate NDAs and/or developing a
350431 -        site license for CSG staff to use SDS is too big an initial
350432 -        task. ref SDS 75 ES68
350434 -         ..
350435 -        [On 030926 Jerry assigned Tom Gilbert to be the first person to
350436 -        learn SDS. ref SDS 76 QU3L
350438 -  ..
350439 - Since Jerry is managing a department of 150+ people, he will have
350440 - limited time, as set out in the record yesterday. ref SDS 70 6I60
350441 - Jerry needs to be the leader, but not the chief learner and doer,
350442 - because he has too many other responsibilities that will cause
350443 - frustration, if he tries too hard.  For example, Morris started off
350444 - well on 910521, ref SDS 2 655O, but was unable to invest time needed
350445 - to learn SDS, because of his duties as an executive of Chips, reported
350446 - later on 920215. ref SDS 4 5820  Wayne Wetzel, on the other hand, had
350447 - executive responsibilities and he learned SDS, but, in that case, I
350448 - was on site, as shown by the record on 911205. ref SDS 3 8402  Today,
350449 - SDS has been refined and so is easier to learn, but is still a
350450 - formidable task.  If Jerry could take a vacation for a week or so, or
350451 - if I could spend some time onsite, this would be helpful.  The model
350452 - with Gary learning SDS by calling and writing regularly, and
350453 - sending SDS records to Rod for review and correction, will be used at
350454 - CSG, as we discussed on 030612. ref SDS 67 5Z6H
350455 -
350456 -
350457 -
350458 -
3505 -

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
Communication Collaboration Avoid Going Dark Maintain Frequent Daily
Avoid Going Dark Maintain Frequent Daily Contact by Phone Email Commu
Regular Communication Avoid Going Dark Maintain Frequent Daily Contac

4907 -
490801 -  ..
490802 - Regular Communication Maintains Progress -- Avoid "Going Dark"
490803 -
490804 - Jerry said that frequent communication is critical for success of the
490805 - SDS project at CSG.
490807 -  ..
490808 - We decided to include in the agreement that Jerry will call regularly
490809 - to get help and discuss progress, per planning on 030612. ref SDS 67
490810 - GP4G  Jerry noted that when communication "goes dark," by becoming
490811 - less frequent, then stopping, this means people are losing focus and
490812 - energy that leads to a failed effort.  Therefore, the agreement will
490813 - have express language to maintain regular communication for help and
490814 - to report progress.
490815 -
490816 -         [On 030621 called Jerry at home, he is working on draft
490817 -         agreement. ref SDS 71 QM57
490819 -          ..
490820 -         [On 031002 SDS project Launch telecon plan for Tom Gilbert to
490821 -         communicate regularly with Jerry, Rod and Gary. ref SDS 77
490822 -         SE4N
490824 -          ..
490825 -         [On 031023 Jerry plans increased communication to avoid going
490826 -         dark. ref SDS 78 WB39
490828 -      ..
490829 -     This issue is addressed with requirements in para 11 of the record
490830 -     on 030126 calling for transfer of SDS records daily, and at least
490831 -     once a week to show activity and progress. ref SDS 44 HF6N  On
490832 -     030612 we agreed on this planning, ref SDS 67 H45F; and, we, also,
490833 -     discussed on 030612 incorporating the record on 030126 into the
490834 -     agreement by reference. ref SDS 67 K38R  We further discussed
490835 -     setting a provision in the agreement on using the SDS program to
490836 -     create a record of the tasks performed to learn and develop SDS.
490837 -     ref SDS 67 H45F  As a result, setting tasks for regular
490838 -     communication to avoid "going dark," suggested by Jerry this
490839 -     morning, is a good idea shown by prior experience.
490840 -
490841 -         [On 030725 Dave Buoncristiani discussed keeping records on use
490842 -         of SDS at CSG. ref SDS 74 7140
490843 -
490844 -
490845 -
490846 -
490847 -
490848 -
490849 -
490850 -
4909 -

SUBJECTS
Vision Grand Architect Rod Design Cathedral
Agreement Delayed a Few Days by New Problems at CSG
First Draft Prepared by Jerry OB 020624
Agreement Initial Draft Jerry Will Prepare and Submit OA 030617
Schedule Initial Planning Will be Included with Agreement Initial Dra

5407 -
540801 -  ..
540802 - Vision Requires Clarity on Success and Implemention
540803 - Implemention Requires Cultural Foundation for New Way Working
540804 - Foundation for Culture of Knowledge Spread the Word Wide as the Waters
540805 -
540806 - Follow up ref SDS 70 LH77.
540807 -
540808 - Jerry feels the record yesterday on 030619 sets a clear vision and
540809 - steps for making meaningful progress, responding to his request for
540810 - clarification on purpose of the project. ref SDS 70 LH77
540812 -  ..
540813 - We need to give the vision and design using SDS for a new way of
540814 - working, set out in practices of Com Metrics listed on 001219,
540815 - ref SDS 18 4W4L, a life of its own, apart from Rod, by engaging others
540816 - to spread the work linked to the foundational documents, as discussed
540817 - yesterday. ref SDS 70 L153
540819 -  ..
540820 - Jerry's willingness to do this project offers an opportunity to
540821 - experiment in discovering the level of effort and steps required for a
540822 - medium sized company (CSG has about 3K people) to transition into
540823 - using SDS for Com Metrics.
540825 -  ..
540826 - This is the model for selling a viable, credible KM "solution" to
540827 - other big companies based on the training and deployment deliverable
540828 - Jerry has set, as discussed on 030612. ref SDS 67 01WR  Exposing more
540829 - people to the power of SDS both on the job and through more SDS
540830 - records on the Internet, increases awareness about the benefits of
540831 - working "intelligently" as explained in POIMS. ref OF 2 1X6G  Jerry's
540832 - deliverable of training and deployment plan supports this vision with
540833 - concrete enabling steps for sales to major projects, like the project
540834 - at Aerospace company, discussed on 030611. ref SDS 64 SG6V
540836 -  ..
540837 - At this time, we are proceeding on tasks set yesterday, ref SDS 70
540838 - OJ9O, and so have one action item...
540840 -      ..
540841 -     Jerry will draft an agreement over the weekend based on his
540842 -     proposal and discussions on 030612, ref SDS 67 K36O, including an
540843 -     initial look at a schedule, also listed on 030612, ref SDS 67
540844 -     CF3K, and this will be submitted the first part of next week for
540845 -     review and comment.
540846 -
540847 -        [On 030621 Jerry is working on the agreement. ref SDS 71 XN6K
540848 -
540849 -
540850 -
540851 -
540852 -
540853 -
540854 -
540855 -
540856 -
540857 -
5409 -