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: August 4, 2003 10:09 AM Monday; Rod Welch

Gary follows up with meeting on "2nd Act" to explain SDS.

1...Summary/Objective
2...Planning 2nd Act Showing Correlation Between CFISR and SDS
3...Intranet Knowledge Repository for SDS Solution May be Possible
4...Links Demand for Access to SDS Growing; Making Progress on Intranet
5...Draft Letter to Nancy -- Suggestions
6...Draft Letter Notifying Management of Nancy's Interest in SDS
7...Gary's draft letter to Nancy...

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

1...Gary might consider sending a preliminary letter to his boss in order
2...Gary submitted a first draft of a follow up letter to Nancy....

CONTACTS 

SUBJECTS
SDS Sales Strategy Educate Teach Gary Prepared Special Word V
Circle of Advocates for Transformation to SDS Strategy Build Experien
Plan Teach Educate Nancy ****** Gary Prepared Special Word Ve
Attitudes Change Experience SDS Demonstrate Memory Better than Most,
Management 21st Century Requires Dedicated Scribe to Capture Organiza
SDS Demonstrate Nancy ****** Planning Demonstrate SDS Because She See
Gets It For the Moment that Management in 21st Century Requires Dedic
Attitudes Change Experience SDS Demonstrate Memory Better than Most,
CFISR Enabled by SDS Command Control Organizational Memory Intelligen
Command Control Follow Up Letter SDS Demonstration Confirm Understand
Attitudes Change Experience SDS Demonstrate Memory Better than Most,
Letter Follow Up SDS Demonstration Confirm Understanding SDS Supports

1614 -
1614 -    ..
1615 - Summary/Objective
1616 -
161601 - Follow up ref SDS 28 TN72, ref SDS 25 WG54.
161602 -
161603 - Gary's record on 030801 reports meeting with Nancy to review SDS for
161604 - distribution of work product to enable CFISR on the project,
161605 - ref SDS 30 0001, which was raised on 030626 when Gary got approval
161606 - from Nancy for sending SDS work product modified by Microsoft Word
161607 - that omits support for "intelligence." ref SDS 23 ZG51  In a call,
161608 - Gary mentioned making progress on restoring "intelligence" support
161609 - because demand is building among staff for for access to the links in
161610 - SDS records, and, also, he has developed a new contact who may be able
161611 - to solve the problem of access to an intranet for distributing
161612 - anytime, anywhere intelligence. ref SDS 0 6P3F  This is slow progress
161613 - taking one step back and two steps forward, but that is the price of
161614 - transformation from information to a culture of knowledge.
161616 -  ..
161617 - Gary submitted a draft letter to Nancy explaining SDS support for
161618 - CFISR.  Developed comments and submitted an email linked to this
161619 - record. ref SDS 0 O25G
161620 -
161621 -
161622 -
161623 -
161625 -  ..
1617 -
1618 -
1619 - Progress
1620 -
162001 - Planning 2nd Act Showing Correlation Between CFISR and SDS
162002 -
162003 - Follow up ref SDS 28 TN72.
162004 -
162005 - A week ago on 030729, we discussed meeting with Nancy to demonstrate
162006 - how conventional IT using Microsoft Word and Outlook are "killer"
162007 - applications that "kill" productivity, ref SDS 28 TN8I, because trying
162008 - to do knowledge management is a lot of hard work that nobody has time
162009 - to perform, as related in the record on.....
162010 -
162011 -         Knowledge management hard work
162012 -         using information technology....... 000307, ref SDS 8 5182
162014 -          ..
162015 -         KM needs research because
162016 -         everybody has given up............. 020608, ref SDS 17 QV5G
162018 -          ..
162019 -         Nobody can find anything........... 010916, ref SDS 12 KA6H
162021 -          ..
162022 -         Productivity paralyzed............. 011003, ref SDS 13 EC5N
162024 -          ..
162025 -         Projects fouled up fast and easy
162026 -         using conventional methods......... 011006, ref SDS 14 O99K
162028 -          ..
162029 -         Everyone having problem that
162030 -         nobody can find anything using
162031 -         information technology............. 960406, ref SDS 5 4249
162033 -          ..
162034 -         Microsoft planning to make IT
162035 -         work better for finding things
162036 -         quickly when needed - may take
162037 -         5 - 10 years....................... 021108, ref SDS 20 EF5I
162038 -
162040 -  ..
162041 - Gary's record on 030801 demonstrating SDS, ref SDS 30 0001, can be
162042 - supported with a letter to Nancy confirming understandings that prior
162043 - objections to the SDS format are resolved and so permit general
162044 - distribution because "intelligence" support....
162045 -
162046 -         Requires flexible structure........ 890523, ref SDS 1 P13O
162048 -          ..
162049 -         So everything is the right
162050 -         place at the right time............ 010425, ref SDS 10 EP7F
162052 -          ..
162053 -         So people can find things
162054 -         on time when needed because
162055 -         SDS has amazing memory............. 010916, ref SDS 11 0001
162057 -          ..
162058 -         People on the project notice
162059 -         that SDS improves memory........... 030527, ref SDS 21 0001
162061 -          ..
162062 -         Nancy noticed Gary remembered
162063 -         better than most with everything
162064 -         captured and more.................. 030702, ref SDS 24 IX8L
162066 -          ..
162067 -         Better productivity requires
162068 -         slight compromise on appearance
162069 -         to work with the flexible
162070 -         structure of SDS to enable
162071 -         Communication Metrics.............. 890523, ref SDS 1 QB8J
162073 -          ..
162074 -         General Hatch found that
162075 -         experience at the US Army Corps
162076 -         of Engineers showed Com Metrics
162077 -         using SDS enables "intelligence"
162078 -         support for daily management....... 970328, ref DRP 2 6172
162080 -          ..
162081 -         USACE reported Com Metrics
162082 -         saves time and money at the
162083 -         rate of 10:1....................... 971007, ref DRP 3 7401
162085 -          ..
162086 -         DOD program manager reports
162087 -         SDS provides stronger support
162088 -         for communication.................. 020217, ref SDS 15 1332
162089 -
162091 -  ..
162092 - Gary's record of meeting with Nancy on 030801 indicates SDS support
162093 - for "intelligence" to improve daily communications provides command
162094 - and control of the work, ref SDS 30 2K4G, as explained in POIMS.
162095 - ref OF 6 1113  These are express deliverables the project is charged
162096 - to accomplish under goals for CFISR.  Gary, also, cites several
162097 - sources listed above showing SDS support for requirements to manage
162098 - effectively. ref SDS 30 H29N
162100 -  ..
162101 - Communications, command and control and "intelligence" are key
162102 - components of project requirements to deliver CFISR, as discussed on
162103 - 030626. ref SDS 23 LC8N  Gary's record of the meeting with Nancy cites
162104 - this opportunity. ref SDS 30 PV34
162106 -  ..
162107 - Gary plans to submit follow up email to Nancy noting need for the
162108 - customer to support FAR requirements for good management that SDS
162109 - enables by meeting objectives of CFISR applied to daily management,
162110 - per review on 020504. ref SDS 16 XV7L
162111 -
162112 -      [...below, Gary submits draft of email, and requests comments,
162113 -      ref SDS 0 O25G
162114 -
162115 -
162116 -
162118 -  ..
162119 - Intranet Knowledge Repository for SDS Solution May be Possible
162120 - Links Demand for Access to SDS Growing; Making Progress on Intranet
162121 -
162122 - Gary mentioned today in a call that his boss has commented the SDS
162123 - records would be more useful with the links active.
162125 -  ..
162126 - This was one of our goals to generate grass roots support for making
162127 - links in SDS active for the project.
162129 -  ..
162130 - Sent an email to Gary linked to this record confirming understandings
162131 - and expressing appreciation for excellent work helping people "get it"
162132 - which Andy Grove says can seem even harder than building it. reported
162133 - on 980307. ref SDS 6 2648
162135 -  ..
162136 - Gary mentioned in a call today that his boss has asked about getting
162137 - links in SDS record active so that people can understand the context
162138 - supplied by citations in the record.  This aligns with planning for
162139 - introducing SDS capability incrementally, discussed on 030512.
162141 -  ..
162142 - Gary is making progress on this through a new contact who is working
162143 - out of the Seattle office.
162144 -
162145 -
162147 -  ..
162148 - Draft Letter to Nancy -- Suggestions
162149 -
162150 - The next day, Gary submitted a draft of a proposed letter to Nancy
162151 - confirming the results of the meeting on 030801, when Nancy saw the
162152 - SDS program.  He later called and requested comments and input on
162153 - shaping the letter.  Gary's draft with additional thoughts is shown
162154 - below. ref SDS 0 N486
162156 -  ..
162157 - The objective is to engage Nancy in studying the correlation between
162158 - SDS and CFISR, at the same time, we do not want to overwhelm her time
162159 - and energy.  Gary's draft addresses this by cautioning against
162160 - following links too deeply. ref SDS 0 LX77
162162 -  ..
162163 - Some consideration should be made to avoid criticism for stepping
162164 - outside the chain of command and protocol on the project; a draft
162165 - notice to Gary's boss is proposed. ref SDS 0 N456
162167 -  ..
162168 - Here is a listing of basic points to cover....
162170 -          ..
162171 -     1.  Confirm understandings from the meeting on 030801. ref SDS 30
162172 -         0001
162174 -          ..
162175 -     2.  The mission of project is to develop CFISR systems that enable
162176 -         commanders to connect the dots during the fog of war faster
162177 -         and more accurately, increasing the chances of success by
162178 -         avoiding confusion and error on the battlefield of future
162179 -         combat.
162181 -          ..
162182 -     3.  During the interview with Bruce on 030121, we noticed that
162183 -         accomplishing the mission to develop CFISR for the battlefield
162184 -         requires applying CFISR objectives to managing the project as
162185 -         a prototype under the common rule that if people cannot work
162186 -         intelligently under controlled conditions in the office, there
162187 -         is no real hope of delivering a workable system to the field.
162189 -          ..
162190 -     4.  SDS enables a system of Communication Metrics that supports
162191 -         command and control of the record.  This provides a workable
162192 -         form of intelligence for connecting the dots of organizational
162193 -         memory. Support for these key components of CFISR draws
162194 -         attention
162196 -          ..
162197 -     5.  Better command and control of daily management requires a
162198 -         system of flexible structure for organizing communication.
162199 -         The project can demonstrate leadership and progress on CFISR
162200 -         by applying SDS, which offers a unique visible footprint that
162201 -         distinctively advances from conventional information
162202 -         technology to a new structure for connecting the dots of
162203 -         knowledge.  This is easily accomplished by distributing to the
162204 -         broader team SDS records now being distributed within the M&S
162205 -         group.  It should be expected that cultural resistance will
162206 -         occur, and this provides a basis for education and training on
162207 -         requirements for CFISR, which furthers the mission of the
162208 -         project under the common rule that improvement requires
162209 -         change.
162211 -          ..
162212 -     6.  Since the essence of "intelligence" is connecting the dots of
162213 -         cause and effect, the Army and LSI must work toward making the
162214 -         connections in SDS records available to people who receive the
162215 -         record of organizational memory.  This is easily accomplished
162216 -         by using SDS to deliver "intelligence" anytime, anywhere on
162217 -         the Internet.  A project intranet and/or other security
162218 -         measures can enable "intelligence," and, also, protect
162219 -         confidential communications.
162221 -          ..
162222 -     7.  During the meeting you noted the need for better management,
162223 -         and asked for an explanation of why SDS works better than
162224 -         other methods.  I first encountered SDS in 2000 while looking
162225 -         for tools to support knowledge management on a prior
162226 -         assignment with the ISS.  Given the dicey record of poor
162227 -         performance with KM, it took several years of working with SDS
162228 -         work product before asking to try the software.  Two things
162229 -         finally persuaded me to try SDS....
162231 -              ..
162232 -         a.  Lt. General Henry J. Hatch (Ret) former commander of the
162233 -             US Army Corps of Engineers, and now president of Fluor
162234 -             Daniel at nuclear disposal project in Hanford, Washington,
162235 -             found that experience by the Corps of Engineers showed
162236 -             that Com Metrics using SDS enables "intelligence" support
162237 -             for daily management. ref DRP 2 6172  This report seems
162238 -             compelling.
162240 -              ..
162241 -         b.  Roy Robuck, a DOD program manager, trainer and
162242 -             communication facilitator, commented favorably in a letter
162243 -             saying that meetings are the fundamental process of
162244 -             management, ref SDS 15 1332, and are, also, the weak link
162245 -             in productivity because there is command and control of
162246 -             the record. ref SDS 15 9360  Roy found that SDS has the
162247 -             right design of flexible structure for command and control
162248 -             of the record, reported on 020217. ref SDS 15 3105
162250 -          ..
162251 -         Having used SDS on the project among the group now at
162252 -         Huntington Beach, our experience appears to validate General
162253 -         Hatch's explanation that SDS enables "intelligence" for daily
162254 -         management, and, also, Roy Roebuck's analysis that SDS
162255 -         improves command and control.  As a result, this record draws
162256 -         attention for investigation to assess support for CFISR.
162258 -          ..
162259 -         SDS support for command and control that creates timely and
162260 -         effective "intelligence" needed for CFISR is explained in
162261 -         POIMS. ref OF 6 1113
162263 -          ..
162264 -         At this time, progress does not require expending a lot of
162265 -         time and energy and political capital getting approval of SDS
162266 -         as "the solution."  The first step is merely to permit wider
162267 -         distribution of SDS work product by way of introducing project
162268 -         personnel to a new way of working, under a simple rationale
162269 -         that improvement requires change, and the project is
162270 -         experimenting with a change to apply CFISR for improving the
162271 -         work on the project in order to develop comparable support for
162272 -         the battlefield.
162273 -
162274 -
162276 -  ..
162277 - Draft Letter Notifying Management of Nancy's Interest in SDS
162278 -
162279 - Gary might consider sending a preliminary letter to his boss in order
162280 - to demonstrate adherence to chain of command....
162281 -
162282 -      Steve,
162284 -       ..
162285 -      A few weeks ago Nancy ***** asked for some reformatting of SDS
162286 -      work product on TEMs last April.  I took the extra time to
162287 -      accommodate her request, as an important liaison for the customer.
162288 -
162289 -            [On 031201 Gary follows up discussing organizational memory
162290 -            on company intranet with Paul. ref SDS 31 HV5L
162292 -       ..
162293 -      Nancy wrote back crediting the project, and noted that the record
162294 -      shows a good memory.  I took some credit for good memory, and
162295 -      mentioned that SDS helps.  A few days ago Nancy was in the office
162296 -      and stopped by to say hello.  She asked to see the SDS program,
162297 -      so I showed how we are tracking history of organizational memory
162298 -      and that the flexible structure of SDS makes finding information
162299 -      fast and easy.  Nancy asked for some follow up on how this
162300 -      relates to CFISR.  My draft addresses this issue.
162302 -       ..
162303 -      Before pressing the "send" button, thought you and possibly
162304 -      Bruce might want to know of Nancy's interest, and let me know of
162305 -      any changes you wish to make in the draft.
162307 -       ..
162308 -      Thanks.
162310 -       ..
162311 -      Gary
162312 -
162313 -
162315 -  ..
162316 - Gary's draft letter to Nancy...
162317 -
162318 - Gary submitted a first draft of a follow up letter to Nancy....
162319 -
162320 -      Nancy,
162322 -       ..
162323 -      I wanted to follow up a bit on our conversation about keeping
162324 -      better control of the record of meetings and decisions than we
162325 -      have been doing, and about the role that the Schedule Diary
162326 -      System (SDS) might be able to play.
162327 -
162328 -            [On 031201 Gary follows up discussing organizational memory
162329 -            on company intranet with Paul. ref SDS 31 HV5L
162331 -          ..
162332 -         An alternate approach might be....
162334 -          ..
162335 -         Confirming our discussion on 030801, here is some feedback on
162336 -         how SDS supports key parts of CFISR for command and control,
162337 -         and so demonstrates progress on a core deliverable.
162338 -
162339 -            ...see also the sample draft above. ref SDS 0 RA5N
162341 -  ..
162342 - Gary's draft continues...
162343 -
162344 -      The links below point to original sources and quotes. They are
162345 -      different from most web links in that they provide supporting
162346 -      information amounting to a few paragraphs within a document
162347 -      rather than entire documents. Following every link is generally
162348 -      not required.
162349 -
162350 -         An alternate approach might be....
162352 -          ..
162353 -         Please note that links in this email strive to demonstrate
162354 -         some of the power of SDS for delivering "intelligence"
162355 -         anytime, anywhere.  Links in SDS are not to open "documents,"
162356 -         but rather provide relevant context to verify accuracy of
162357 -         specific representations, which is a big part of augmenting
162358 -         intelligence, i.e., accurate understanding of cause and
162359 -         effect.  Therefore when opening a link, read only a few
162360 -         sentences, or at most a paragraph or two, then click back to
162361 -         continue the original source.  When I first started using SDS
162362 -         I got lost, because SDS links emulate human memory and, as you
162363 -         know, our memories are endlessly linked.  We control access to
162364 -         our memory by focusing on relevance, and so this is a caution
162365 -         to use the same rule in clicking links.
162367 -  ..
162368 - Gary's draft continues...
162369 -
162370 -      On 2003-May-12, Army Chief Information Officer Lt. Gen.  Peter
162371 -      Cuviello noted that CFISR is a project core deliverable:
162373 -       ..
162374 -      Army Chief Information Officer Lt. Gen. Peter Cuviello said the
162375 -      most important part of the project is not the weaponry but the
162376 -      advanced command, control, communications, computers,
162377 -      intelligence, surveillance and reconnaissance technologies it
162378 -      will use.
162380 -       ..
162381 -      "It's not about new tanks, new Bradley [fighting vehicles], new
162382 -      aircraft. It's about the CFISR," Cuviello said at the Software
162383 -      Technology Conference this week. "That's what's going to make
162384 -      this thing really work. This is all being done through the
162385 -      miracle of technology."
162387 -         ..
162388 -        http://www.washingtontechnology.com/news/17_27/datastream/20678-1.html
162390 -       ..
162391 -      The idea of CFISR to the extent envisioned for future combat
162392 -      capabilities is an area of research. Nobody really understands
162393 -      how having the amount of information we envision will impact the
162394 -      course of an engagement. We do know that turning the information
162395 -      into knowledge that commanders can use is a major issue within
162396 -      CFISR. This discipline is termed "Knowledge Management".
162397 -      Knowledge Management is an industry buzzword -- lots of people
162398 -      talk about it, but hardly anyone knows how to do it.
162399 -
162400 -         An alternate approach might be....
162402 -          ..
162403 -         SDS provides a working model of KM that has a history of
162404 -         implementation.  Everybody has given up on KM, and so to
162405 -         deliver on the goal of CFISR, some research and experimenting
162406 -         to study what works, per history reported on 020608.
162407 -         ref SDS 17 QV5G
162409 -  ..
162410 - Gary's draft continues...
162411 -
162412 -      Just as CFISR on the battlefield is needed to support decision
162413 -      making in the "fog of war," the same support is needed to manage
162414 -      the project.  We would like to provide management at all levels
162415 -      with "situational awareness" that they need, in the same way we
162416 -      hope to do for commanders on the battlefield.
162417 -
162418 -         An alternate approach might be....
162420 -          ..
162421 -         Just as CFISR is charged to help commanders navigate through
162422 -         the "fog of war," similar support is needed to manage the
162423 -         project.  Managers need "situational awareness" to overcome
162424 -         limited span of attention by finding the right information at
162425 -         the right time in the same way that we hope to provide for
162426 -         commanders on the battlefield.  This requires "intelligence"
162427 -         support for management, similar to intelligence that helps
162428 -         commanders connect the dots of cause and effect to order to be
162429 -         proactive in meeting threats and applying forces with the
162430 -         greatest effect.
162432 -  ..
162433 - Gary's draft continues...
162434 -
162435 -      Roebuck, a DOD program manager, called good meetings critical,
162436 -      and explained advantages of using SDS for Com Metrics in relation
162437 -      to DOD management requirements.
162439 -       ..
162440 -      I have a strong interest in the "record" of meetings, and
162441 -      references to that record in the "meeting minutes" and subsequent
162442 -      actions and decisions. (Especially since a "meeting", whether
162443 -      formal or informal, written or audible, is the fundamental team
162444 -      process.) This is analogous to some of the stated criteria for
162445 -      "requirements management and traceability" common in outsourcing,
162446 -      system/software development, and other types of projects.
162447 -      "Working Group" minutes from a particular subject domain are
162448 -      often the only basis for establishing initial SOW [scope of work]
162449 -      and for formalizing modifications to contracts and/or contract
162450 -      deliverables. ...
162452 -       ..
162453 -      As a proposal/project manager and proposal/project management
162454 -      trainer, I am constantly emphasizing to staff, clients, and
162455 -      support personnel to "record" and share their ideas, comments,
162456 -      corrections, etc., so this record may become part of the
162457 -      "proposal/project history and knowledge base".
162459 -       ..
162460 -      http://www.welchco.com/sd/08/00101/02/02/02/17/171709.HTM#1332
162461 -
162462 -         I like this treatment of Roebuck; this might be supplemented
162463 -         with a complimentary support by General Hatch, shown above.
162464 -         ref SDS 0 O24T
162466 -  ..
162467 - Gary's draft continues...
162468 -
162469 -      Some of the philosophy of how SDS provides Command and Control of
162470 -      the historical record can be found in a single section at
162472 -       ..
162473 -      http://www.welchco.com/03/00050/01/09/01/02/00030.HTM#1113
162475 -       ..
162476 -      This is part of a far larger document, which I don't suggest you
162477 -      try reading. If you are interested, the section to the next
162478 -      centered headline is relevant.
162479 -
162480 -         This part seems vague.
162481 -
162482 -         An alternate approach might be as shown above. ref SDS 0 NG4G
162484 -  ..
162485 - Gary's draft continues...
162486 -
162487 -      Management entails a broad cast of evolving people,
162488 -      organizations, subjects and other variables that require constant
162489 -      decisions and communication. This work produces a large, complex
162490 -      written and verbal record that presents a continuing challenge
162491 -      characterized by the fog of war.
162493 -       ..
162494 -      The aim of the Personal and Organizational Management System
162495 -      (POIMS) which forms the basis of SDS is Automated integration of
162496 -      information.
162497 -
162498 -         An alternate approach might be....
162499 -
162500 -         POIMS sets a powerful vision that complements the mission of
162501 -         CFISR by calling for....
162502 -
162503 -               Personal and Organizational Integrated Management
162504 -               Support
162506 -          ..
162507 -         SDS implements this vision by providing a technology for an
162508 -         "intelligence" process that integrates time and information,
162509 -         the components of knowledge under the common sense idea that
162510 -         experience is the best source for knowledge.
162512 -  ..
162513 - Gary's draft continues...
162514 -
162515 -      This vision of automated integration to replace manual
162516 -
162517 -      <http://www.welchco.com/sd/08/00101/02/93/07/26/224639.HTM#6883>
162519 -       ..
162520 -      methods empowers people to accomplish tasks that are helpful to
162521 -      others, as a by-product of doing self-interest tasks for
162522 -      themselves.  The incentive and timeliness of personal objectives,
162523 -      creates synergy that leverages knowledge and ideas throughout an
162524 -      organization, hence POIMS.
162526 -       ..
162527 -      http://www.welchco.com/03/00050/01/09/01/02/00030.HTM#1731
162529 -       ..
162530 -      In order for Knowledge Management to become a reality, any
162531 -      support system requires a flexible structure for information.
162533 -       ..
162534 -      Flexible structure enables natural, free flowing narrative,
162535 -      described above, within a spreadsheet-like format that enables
162536 -      command and control for making useful connections, also explained
162537 -      above.  A minimal, baseline structure is maintained without
162538 -      investing any time, and so does not interfere with traditional
162539 -      practice of creative writing.  People can write as much as needed
162540 -      without encumbrance and limitations of a form.  SDS automatically
162541 -
162542 -         An alternate approach might be to end the letter with some
162543 -         form of construction shown above. ref SDS 0 HH4K
162545 -  ..
162546 - Gary's draft continues...
162547 -
162548 -      Thanks,
162550 -       ..
162551 -      Gary
162552 -      x 6-2106
162553 -
162554 -
162555 -
162556 -
162557 -
162558 -
162559 -
162560 -
162561 -
162562 -
1626 -