THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: September 29, 2003 11:11 AM Monday;
Called Jerry on getting started using SDS.
2...Good Candidate to Learn SDS Scribe Takes Initiative
3...Young People Taking Up POIMS, SDS and Com Metrics Path to Future
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0201 - CSG Systems Inc. O-00000795 0404
020101 - Mr. Jerry J. Nord
CD Copy Files to Corresponding Directories on the Disk
Files Removed from CSG and Jerry's Laptop Computer Improper Files on
SDS CD Improper Files Discovered by CSG Notified by Jerry
CSG Terminates SDS Pilot Test Subject to Review After 030901
Terminate CSG SDS Pilot Test Subject to Review After 030901
Time Not Enough to Learn SDS Letter to Jerry Terminate SDS at CSG Bec
Section 4 Termination 6 Month Evaluation Period for Technology Transf
Letter to Jerry Terminate SDS at CSG Because CSG Has Terminated Work
Cultural Resistance How Hard to Push Visiblity CSG Management Aware S
Time Allocate to Re-tool Skills SDS for Com Metrics Skills to Accompl
Approved CSG Performing Agreement on Using SDS
4913 - ..
4914 - Summary/Objective
491501 - Follow up ref SDS 28 0000. ref SDS 25 0000.
491503 - Called and left a message for Jerry to call back when time permits on
491504 - the agenda developed last week in correspondence, ref SDS 28 VH4V, and
491505 - shown below.
491509 - ..
4918 - 1703
491901 - Received a letter from Jerry saying....
491903 - 1. Subject: SDS Program Installation
491904 - Date: Mon, 29 Sep 2003 14:00:00 -0500
491905 - From: "Nord, Jerry"
491906 - To: "Rod Welch"
491908 - ..
491909 - 2. Rod,
491911 - ..
491912 - I am putting together a tentative time-line for starting SDS.
491913 - I have asked Tom Gilbert to review SDS/POIMS, based on the
491914 - biblography submitted to me in the record on 030630,
491915 - ref SDS 11 EL7N, which he will do this week to make sure he is
491916 - onboard with taking on the work for my team.
491918 - ..
491919 - 3. First call - Thurs Oct 2nd (afternoon - Rod will set time)
491921 - ..
491922 - Sent a letter setting 1400 Jerry's time, which will be 1200 our time,
491923 - so that Gary will have a good liklihood of being free.
491925 - ..
491926 - 4. Update work agreement docs - first draft from Rod Welch Tues
491927 - Oct 7th.
491929 - ..
491930 - This aligns with the letter to Jerry on Friday. ref SDS 28 958U and
491931 - ref SDS 28 VA4S
491933 - [On 031006 notified Jerry that draft updating the Agreement
491934 - will be submitted OA 031010. ref SDS 29 ZR53
491936 - ..
491937 - 5. Load application on Tom's machine - Week of Oct 6th.
491939 - ..
491940 - This provides time for more testing to identify and correct any
491941 - problems.
491943 - ..
491944 - 6. Choose project/task to use SDS with at CSG - Week of Oct 6th
491945 - (looking for input on how big a project we should "bite off")
491947 - ..
491948 - JerryN
491951 - ..
491952 - Submitted letter responding to Jerry with a copy to Gary, saying...
491954 - 1. Date: Mon, 29 Sep 2003 17:30:02 -0700 (PDT)
491955 - From: Rod Welch
491956 - Subject: RE: SDS Program Update
491957 - To: "Nord, Jerry"
491958 - CC: firstname.lastname@example.org
491960 - ..
491961 - 2. Jerry,
491963 - Your letter shown below suggesting a call on Thursday sounds
491964 - fine. I would like to have a call with you to explore some
491965 - ideas prior to bringing Tom in. If you are thinking of a
491966 - conference call on Thursday that will be great. I suggest 2pm
491967 - your time if that is 1200 our time, because Gary will likely be
491968 - available, as well. By copy I asking Gary to confirm the best
491969 - time for Gary to take a call.
491971 - ..
491972 - Later talked to Gary and he said 1400 on Thursday is a good time.
491973 - Talked to Jerry this evening at home, and he said Thursday at 1400 his
491974 - time is okay. He will initiate a conference call to Gary and I.
491976 - ..
491977 - 3. On reading foundational docs, the objective is not so much to
491978 - just read and come back wtih "Yeay, I'm on board." Would like
491979 - Tom to do what you did and engage the language by writing
491980 - analysis, as shown by your letter on 020415, ref SDS 6 MQGC,
491981 - and Jerry's recent letter on 030708 reviewing POIMS.
491982 - ref SDS 13 0001 Point out to him your experience with your son
491983 - where you found that reading on line turned out to be helpful,
491984 - rather than print POIMS, NWO, etc.
491986 - ..
491987 - 4. Tomorrow Gary will submit some input on his experience learning
491988 - SDS, which will feed your planning. Gary and I have discussed
491989 - this and note that one approach, although not necessarily the
491990 - best approach, would be to initially limit Tom's requirement to
491991 - use SDS for a "project" to the project of learning SDS. If he
491992 - gains skills to produce work
491994 - ..
491995 - 5. If Tom's initial assignment to learn to produce work product on
491996 - learning and using SDS, this will not impact performance on
491997 - anthing that matters. He will still get frustrated, but we can
491998 - help with that without adverse impacts on others.
492000 - ..
492001 - 6. Just a thought. We can talk this over further.
492003 - ..
492004 - 7. I will call you at home this evening to follow up.
492006 - ..
492007 - Rod
492010 - ..
4923 - 1658
492401 - Called Jerry at home.
492403 - He had not received the letter sent earlier today, ref SDS 0 4L58,
492404 - responding to his letter this morning. ref SDS 0 Q46O
Learn Use SDS About 30 Good Scribe Takes Initiative Prese
CSG Users of SDS Will Sign Confidentiality Agreement to Protect Intel
Project Apply SDS to Learn and Use SDS Work Product Reports on Progre
Learn Use SDS Tom Gilbert About 30 Good Scribe Takes Initiative Prese
Schedule Jerry Will Prepare Initial Plan Offer Ideas for Consideratio
Front End Investment Time Learn SDS Jerry's Boss Approved Jerry Alloc
Time Not Enough to Learn SDS Letter to Jerry Terminate SDS at CSG Bec
Agreement CSG Users of SDS Will Sign Confidentiality Agreement to Pro
Discrete Tasks for Learning SDS Can Start with Learning SDS and Impro
Printed SDS Documents Plans to Write and Dictate Agreement While His
Gilbert, Tom Learn Use SDS Tom Gilbert About 30 Good Scribe Takes Ini
901401 - ..
901402 - Good Candidate to Learn SDS Scribe Takes Initiative
901404 - Jerry advised that Tom is around 30 and seems to have a good sense
901405 - about the importance of keeping good records. Whereas Jerry is
901406 - considered to be the "scribe" in the company, Jerry feels that when he
901407 - is not available to attend meetings, he can depend on Tom to prepare a
901408 - good record. Tom also seems to take the initiative in submitting new
901409 - ideas for consideration.
901411 - ..
901412 - Jerry said that he talked to Tom this morning about reviewing POIMS
901413 - and when he walked past Tom's office in the afternoon, Tom indicated
901414 - with a smile that he appreciated the ideas in POIMS.
901416 - ..
901417 - This evening, we discussed the idea in the letter to Jerry that he ask
901418 - Tom to prepare some written analysis on POIMS, per above, ref SDS 0
901419 - 4L6V, per above and that Jerry mention to Tom the importance of
901420 - reading POIMS and other foundational documents online, rather than
901421 - printing them, similar to the experience Jerry had with his son,
901422 - reported on 030722. ref SDS 14 443J
901424 - ..
901425 - We, also, discussed making the first SDS project to learn SDS and Com
901426 - Metrics for several months, per above, ref SDS 0 4M3R, and planning on
901427 - 030926. ref SDS 28 954T Jerry feels this will reduce the pressure on
901428 - Tom that causes frustrations trying to learn new things and meet
901429 - deadlines. If SDS is only applied to learning SDS in the beginning,
901430 - then if Tom feels delayed this will not impact other work.
Microsoft Programs Provide SDS Support for Good Management Jonahtan A
Reading POIMS Online Rather than Printing Jonathan, Jerry's Son Shows
Continual Learning Called Out by Tofflers Young People Encourage to W
POIMS Jonathan Encourage Young People to Work on POIMS Enables Contin
950701 - ..
950702 - Young People Taking Up POIMS, SDS and Com Metrics Path to Future
950704 - Jerry advised that his son, who has started college, recently
950705 - discussed SDS.
950707 - ..
950708 - I asked if the interest Jerry reported on 030722, ref SDS 14 443J,
950709 - indicates potential involvement by Jonathan, and noted the opportunity
950710 - to advance progress toward a culture of knowledge, where primary
950711 - education teaches the young how alphabet technology, used for creating
950712 - information, can be improved to support a more powerful cognitive
950713 - resource of "knowledge," as defined in POIMS. ref OF 3 0367 Enabling
950714 - young people to acquire skills for Com Metrics presents a direct path
950715 - to what the Tofflers' describe as a life of "continual learning,"
950716 - reported on 950911. ref SDS 1 2222
950718 - ..
950719 - Jerry explained how Jonathan has developed ideas for accomplishing SDS
950720 - functionality using Microsoft Word, Outlook and similar tools, based
950721 - on experience Jonathan has gained developing applications for these
950722 - systems.
950724 - ..
950725 - Supporting SDS capabilities with Microsoft programs aligns with
950726 - Morris' comments on 020110. ref SDS 4 S97L Later on 020217 Gary
950727 - Johnson concurred that some SDS capability could be accomplished with
950728 - Microsoft programs. ref SDS 5 J66M A year later on 030316, after
950729 - gaining experience using SDS at Aerospace company, Gary reported that emulating
950730 - SDS capability by modifying Microsoft programs is challenging.
950731 - ref SDS 8 EV4N A month later on 030413 Gary submitted additional
950732 - analysis explaining why accomplishing SDS support for Com Metrics with
950733 - Microsoft programs is problematic. ref SDS 9 0001
950735 - ..
950736 - In any case, working on tools for better management is a big step
950737 - forward, and often a first step toward understanding how SDS uniquely
950738 - improves alphabet technology.
950740 - ..
950741 - Jerry advised that Jonathan has developed some specific questions
950742 - about Medit which Morris may be able to answer, and this would help
950743 - Jonathan work on creating a Microsoft implementation to support Com
950744 - Metrics, like SDS does.
950746 - ..
950747 - Tomorrow, Jerry will submit a letter with questions he has on this
950748 - matter.
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