THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: August 5, 2003 09:24 AM Tuesday;
Called Pat about progress introducing SDS at SRI.
....d...Identify another person at SRI who can be the chief learner and
....e...Legal department review Agreement with Jerry Nord on SDS for
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0201 - SRI International O-00000103 0701
020101 - Mr. Pat Lincoln; Director
020103 - Computer Science Laboratory O-00000103 0701
Endorse SDS Pat Write Letter to Curt Carlson Recommending Research an
Endorse SDS Pilot Test Loan C13 for Pat to Experiment So He Can Make
SRI Meeting Pat Lincoln Endorse SDS for Research Review Opportunities
Mechanics Transformation to KM Resisted People Prefer Print Informati
KM Secret of SDS Based on Evidence Following Meeting on 020729 Submit
KM Failed Secret of SDS Only KM Capability Based on Evidence Followin
1908 - ..
1909 - Summary/Objective
191001 - Follow up ref SDS 48 0000. ref SDS 46 0000.
191003 - Pat seemed pleased with progress introducing SDS at Aerospace company and at CSG
191004 - based on copies of communication he gets with Gary and with Jerry. He
191005 - indicated again this morning that he has not reviewed links showing
191006 - details of these communications.
191008 - ..
191009 - Advised that in the next day or so I will send Jerry a CD with the SDS
191010 - program and will begin supporting his work at CSG, similar to support
191011 - for Gary at Aerospace company.
191013 - ..
191014 - We recalled plans from our meeting on 030527 for Pat to submit some
191015 - writings on POIMS to demonstrate awareness of how SDS enables KM,
191016 - ref SDS 46 YS4N, and is, therefore, a new way of working
191017 - "intelligently," as set out in POIMS. ref OF 2 1X6G
191019 - An example is the record on 030708 where Jerry Nord submitted
191020 - analysis of POIMS. ref SDS 50 0001
191022 - ..
191023 - Gary at Aerospace company submitted similar analysis....
191025 - Review POIMS and other
191026 - foundational documents........... 020618, ref SDS 18 K93H
191028 - Further review NWO and
191029 - asks about record structure...... 020714, ref SDS 19 5Y4L
191031 - ..
191032 - SRS submitted based on
191033 - SDS foundational docs............ 020722, ref SDS 20 0001
191035 - ..
191036 - Writing about SDS based on POIMS and other foundational docs in
191037 - the bibliography listed on 030629, ref SDS 49 QD5I, grows a
191038 - circle of advocates proposed by Don Rumsfeld as critical for
191039 - transformation, reported on 020131. ref SDS 16 6L5K
191041 - ..
191042 - In Pat's case, an effort has been made to aid understanding SDS
191043 - by using the draft endorsement, ref OF 11 0001, So far, work on
191044 - 020520 indicates that Pat has invested maybe an hour reading the
191045 - draft endorsement, ref OF 11 0001, and concluded the claims are
191046 - not supported by the record. ref SDS 43 OF4F
191048 - ..
191049 - Our meeting on 030527 sets two (2) tasks for moving ahead on
191050 - endorsing SDS. ref SDS 46 4N9M
191052 - ..
191053 - We reviewed this morning Jerry Nord's experience where he has
191054 - had a number of meetings at CSG to explain SDS for approval of
191055 - the project, illustrated by the record on 030709. ref SDS 51
191056 - NN8F Gaining experience explaining SDS in writing and verbally
191057 - to others in meetings helps educate everyone, as shown in the
191058 - record on 030718. ref SDS 52 A53L
191060 - ..
191061 - The Agreement with Jerry Nord, ref OF 1 0001, signed recently on
191062 - 030724, ref SDS 53 6O5I, provides another opportunity for Pat to
191063 - engage people at SRI on reading, writing, meeting and discussing
191064 - SDS to learn about KM, as set out in Appendix A of the
191065 - Agreement. ref OF 1 0002
191068 - ..
191069 - On 030625 we discussed the importance of SRI having a lab doing KM
191070 - work and doing research on KM listed in the draft endorsement,
191071 - ref OF 11 UQ6V, rather than merely trying to sell it to others.
191072 - ref SDS 48 J86F If nobody is doing KM, there is no work product to
191073 - help people at SRI improve the work, and so there is no reason to gain
191074 - confidence in a mere idea.
191076 - On 030624 discussions with Aerospace company illustrate challenge of helping
191077 - people understand knowledge management. ref SDS 47 0001
191079 - ..
191080 - Confidence in SDS rests on a 20 year record of daily work. A record
191081 - of performance at SRI, with unique work product listed in the record
191082 - on 001017, ref SDS 8 1575, experience at Aerospace company, and now the project
191083 - at CSG. This is at least grounds to have a good discussion about the
191084 - opportunity to improve results at SRI by saving time and money getting
191085 - things done correctly to strengthen innovation, as Pat noted in a
191086 - letter on 010111. ref SDS 10 3X4I
191088 - ..
191089 - On 030625 we discussed tasks Pat can do to garner support for an
191090 - agreement between SRI and Welch on Pat and others using SDS, and for a
191091 - KM lab....
191093 - a. Informally visit with someone in SRI's legal department to
191094 - consider ways for supporting SRI's mission to perform basic
191095 - research that advances the nation and civiliation by
191096 - participating in SDS under terms that protect IP issues.
191098 - ..
191099 - b. Identify another person or two at SRI in whom the CEO, Curt
191100 - Carlson has confidence, and work on building a circle of
191101 - advocates, recommended by Don Rumsfeld at DOD, reviewed on
191102 - 020131. ref SDS 16 6L5K
191104 - [On 030808 Pat reports slow progress finding people at SRI
191105 - who grasp SDS. ref SDS 54 S67H
191107 - ..
191108 - c. Ask for a meeting with Curt where Pat and the other advocates
191109 - can explain that Curt's prior concern about disclosing
191110 - confidential information on the Internet was a mistake, as
191111 - discussed with Pat at SRI during the meeting on 030527.
191112 - ref SDS 46 ZU3G
191114 - ..
191115 - Pat emphasized again today that Curt's objective is to improve
191116 - accuracy of understandings so that things get done correctly
191117 - and on time, but also retain control over what is disclosed.
191118 - Since accuracy by definition requires feedback loops, there is
191119 - an inherrent conflict between excessive control that prevents
191120 - feedback for avoiding mistakes. None-the-less, this is an
191121 - ancient tension, which SDS supports better than other methods.
191123 - ..
191124 - We reviewed Com Metrics practice that the "record" belongs to
191125 - the person in charge. So, in Curt's case, he controls what is
191126 - published and/or distributed to others, not the Com Manager.
191127 - Pat observed that this requires a level of trust and confidence
191128 - in the Com Manager. That is always the case, which may be why
191129 - Pat discussed on 030527 that he might perform this role for
191130 - Curt. ref SDS 46 QE9O
191132 - ..
191133 - Today, we considered that making progress with SDS does not
191134 - require only support for the executive team, which was resisted
191135 - on 010522. ref SDS 12 E688 Every project at SRI can benefit
191136 - from working "intelligently," as related in POIMS. ref OF 6
191137 - V47F Using SDS at the executive level increases effectiveness,
191138 - because the record has the weight of authority, which
191139 - encourages action, as in a contract setting. Since most
191140 - activity in every oganization occurs outside the immediate
191141 - purview of top authority, this leaves a lot of opportunity for
191142 - using SDS in settings below the executive level.
191145 - ..
191146 - Today, we considered additional ideas....
191148 - ..
191149 - d. Identify another person at SRI who can be the chief learner and
191150 - experimenter of SDS, so that the burden does not fall entirely
191151 - on Pat. His duties as a director and having to travel
191152 - constantly, make finding time for learning a big challenge.
191153 - Pat should be the chief leader, not the primary learner.
191155 - ..
191156 - e. Legal department review Agreement with Jerry Nord on SDS for
191157 - developing similar arrangements with SRI to use SDS,
191158 - ref OF 1 0001, per planning on 010111, ref SDS 10 VT5N, and
191159 - discussed with Pat on 030527. ref SDS 46 QE9O
191161 - [On 030808 Pat plans to submit the proposed Agreement on
191162 - using SDS at SRI to the legal department. ref SDS 54 0001
191164 - ..
191165 - The aim is to introduce SDS and Com Metrics as terms which
191166 - people begin to grapple with for understanding the difference
191167 - between IT and KM. This is an education process, as discussed
191168 - with Jerry on 030709. ref SDS 51 NN8F
191170 - ..
191171 - Pat asked for a letter with a link to the Agreement, and he will
191172 - submit to SRI legal for comment on our objective.
191174 - ..
191175 - Would help, if Pat can get one or two others at SRI to buy-in to the
191176 - idea of trying SDS, so that legal doesn't feel it can brush off the
191177 - effort as an "errant missile" from one person.
191179 - ..
191180 - Sent an email linked to this record and to the Agreement with Jerry
191181 - Nord, ref OF 1 0001, per Pat's request.
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