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: November 13, 2003 01:00 PM Thursday; Rod Welch

SDS project conference call review progress.

1...Summary/Objective
............Application SDS to Commonly Accepted Management Methods
............Covey Franklin Allen Management Methods Supported by SDS
........Productivity Improves by Working "Intelligently"
........Reporting Demonstrates Potential for Better Productivity
....2...Launch Plan and Estimate of Time 1 Hour on Job and Home Work
........Learning SDS First "Project" to Apply SDS and Com Metrics
........Benefits from Com Metrics Can Commence with Pro Bono Support
........Communication Daily for Learning SDS Reported in SDS Record
....3...Agreement Revisions on Time and Staff
........Install SDS on Jerry's Computers
...........Transfer Batch File Revisions Needed
........Strategic Vision
....4...Briding Gap Between IT and Knowledge Using SDS
........Microsoft Program Data Extraction
........Address Book Extracted from Outlook
........Marketing Materials and Opportunity to Tell the SDS Story
....5...SDS Foundational Documents
........Respond to Calls for Professional Papers


..............
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CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord

SUBJECTS
Teleconference CSG SDS Project Launch
Project Launch Plan SDS at CSG Teleconference
Plan Launch SDS Project at CSG Teleconference
CSG Teleconference SDS Project Launch

1606 -
1606 -    ..
1607 - Summary/Objective
1608 -
160801 - Follow up ref SDS 56 0000. ref SDS 52 0000.
160802 -
160803 -
160804 -
160805 -
160806 -
160807 -
160808 -
160810 -  ..
1609 -
1610 -
1611 - Discussion
1612 -
161201 - SDS Project Launch Meeting...
161202 -
161203 - This meeting continues prior work to enable CSG employees to use SDS
161204 - for the purpose of business evaluation called out in the Agreement,
161205 - ref OF 1 0001, signed on 030724.
161206 -
161207 -    1.  Attendance...
161208 -
161209 -        Jerry Nord Accomplishments on SDS...
161210 -
161211 -        a.  SDS installed
161213 -             ..
161214 -        b.  SDS records produced
161216 -             ..
161217 -        c.  See strategic vision, below. ref SDS 56 O76R
161218 -
161220 -         ..
161221 -        Gary Accomplishments on SDS...
161222 -
161223 -        a.  Circle of Advocates, ref SDS 52 4284,
161224 -
161225 -            This was discussed several times the past week with Rod.
161226 -
161229 -             ..
161230 -        c.  Action Item Review with Paul Lowe, ref SDS 52 427M,
161231 -
161232 -            This has not occurred.
161233 -
161234 -
161235 -
161236 -
1613 -

SUBJECTS
Covey Franklin Gary Compared SDS to Steven Covey's Ideas Reported on
Application SDS to Support Commonly Accpeted Management Methods Covey
Best Practices Re-tool Learn SDS for Com Metrics Enables Good Managem
Covey Compare SDS to Steven Covey's Ideas in 7 Habits of Highly Succe
Good Management Supported by SDS Correlation with Other Technologies
Covey Compare SDS to Steven Covey's Ideas in 7 Habits of Highly Succe
7 Dilemmas Impede Good Management, 921205
Covey Franklin Gary Compared SDS to Steven Covey's Ideas Reported on
Covey Good Management Practices Habits Identified Difficult to Improv

2211 -
221201 -             ..
221202 -            Application SDS to Commonly Accepted Management Methods
221203 -            Covey Franklin Allen Management Methods Supported by SDS
221204 -
221205 -
221206 -        d.  Gary reviewed work by David Allen, Franklin and Covey for
221207 -            ideas on tools and methods to improve management, reported
221208 -            on 031108. ref SDS 57 0001
221210 -             ..
221211 -            On 031109 Gary's SDS record compares Allen, Franklin and
221212 -            Covey with SDS and Com Metrics, ref SDS 58 1W5W, based on a
221213 -            prior review reported 921205. ref SDS 4 4080  This provides
221214 -            background to perform the action item on 031008 to respond
221215 -            to Morris' interest in Covey's ideas. ref SDS 44 KR6S
221216 -
221217 -             1.  Covey's objectives for getting
221218 -                 understanding are enabled
221219 -                 by SDS.............................. ref SDS 58 1X80
221221 -                  ..
221222 -             2.  SDS support for communication
221223 -                 implements Covey's call for
221224 -                 sharpening saw of interpersonal
221225 -                 skills............................... ref SDS 58 1X63
221227 -                  ..
221228 -             3.  Covey's ideas on keeping a
221229 -                 journal are supported by
221230 -                 enhanced by SDS...................... ref SDS 58 SE4H
221232 -                  ..
221233 -             4.  Covey's point to begin with
221234 -                 the end in mind by understanding
221235 -                 core principles and objectives
221236 -                 is enabled by SDS design............. ref SDS 58 1Y77
221238 -                  ..
221239 -             5.  SDS strengthen's Covey's vision
221240 -                 of leadership by mastering the
221241 -                 "devil" in the details to avoid
221242 -                 being taken in by sweet sound
221243 -                 of the Pied Piper.................... ref SDS 58 1Y53
221245 -                  ..
221246 -             6.  David Allen has developed
221247 -                 software features that may
221248 -                 enhance SDS.......................... ref SDS 58 1Y66
221250 -                  ..
221251 -             7.  SDS is the only technology
221252 -                 that directly supports the
221253 -                 management process by augmenting
221254 -                 intelligence; other computer
221255 -                 support has failed management........ ref SDS 58 RQ5N
221257 -                  ..
221258 -             8.  Linking support in SDS is
221259 -                 unique and essential for
221260 -                 technology to aid thinking........... ref SDS 58 1Z71
221262 -                  ..
221263 -             9.  SDS design complements innate
221264 -                 natural habits by making
221265 -                 good management practices
221266 -                 fast and easy so good habits
221267 -                 are easier to form................... ref SDS 58 0555
221269 -                  ..
221270 -            10.  SDS design enables a new paradigm
221271 -                 transforming time from an enemy
221272 -                 into an asset of good
221273 -                 management........................... ref SDS 58 P65O
221275 -                  ..
221276 -            11.  SDS support for integrating
221277 -                 tasks and proceses to organize,
221278 -                 analyse, align, summarize and
221279 -                 follow up with feedback to refine
221280 -                 accuracy leverages ability to
221281 -                 work intelligently that
221282 -                 accomplishes goals of Covey,
221283 -                 Allen and Franklin, et al............ ref SDS 58 OR8F
221284 -
221286 -             ..
221287 -            Jerry related experience testing David Allen's software.
221288 -            He commended Allen for progress on proposing technology to
221289 -            help people use good management practices, and noted
221290 -            experience working with Allen's software shows technology
221291 -            must improve a range of practices in order to improve daily
221292 -            management productivity and earnings.
221293 -
221295 -         ..
221296 -        Rod Welch Accomplishments on SDS...
221297 -
221298 -        a.  Launch other programs. ref SDS 50 0001
221299 -
221300 -            Seems to be working.
221302 -             ..
221303 -        b.  Menu system improved. ref SDS 51 0001
221304 -
221305 -            No problems reported so far.
221307 -             ..
221308 -        c.  Subject report improved memory. ref SDS 55 9K5M
221309 -
221310 -
221311 -
221312 -
221313 -
221314 -
2214 -

SUBJECTS
Tom Submit Report on SDS Project Launch Teleconference Demon
Began Writing Reports on Meetings Acquired Ex-oficio Titl
Scribe Outdated Title for 21st Century Requirements to Perform Analys

2505 -
250601 -         ..
250602 -        Productivity Improves by Working "Intelligently"
250603 -        Reporting Demonstrates Potential for Better Productivity
250604 -
250605 -        Follow up ref SDS 56 WA4N, ref SDS 52 WA4N.
250606 -
250607 -        Jerry is getting up to speed using SDS, so he can use SDS to
250608 -        plan, perform and report on the work.
250609 -
250610 -
250611 -
250612 -
250613 -
250614 -
250615 -
2507 -

SUBJECTS
Time Estimate Learning Implementing SDS
1 Hour on Job for Learning SDS Requires Home Work Tom Gilbert

2904 -
290501 -         ..
290502 -    2.  Launch Plan and Estimate of Time 1 Hour on Job and Home Work
290503 -
290504 -        Follow up ref SDS 49 LG4H.
290505 -
290506 -        Jerry will call next Tuesday afternoon for help with learning
290507 -        SDS.
290508 -
290509 -
290510 -
290511 -
290512 -
2906 -

SUBJECTS
Learn SDS 1st Project for Applying SDS at CSG for 2 Months

3103 -
310401 -         ..
310402 -        Learning SDS First "Project" to Apply SDS and Com Metrics
310403 -
310404 -        Follow up ref SDS 56 FI5G, ref SDS 52 FI5G.
310405 -
310406 -        When things settle down, Jerry plans on daily contact with Rod
310407 -        on using SDS.  This will expedite the learning curve.
310409 -         ..
310410 -        Jonathan will be home this weekend, and he may call Rod for
310411 -        help learning SDS.  Work on refining the Microsoft application
310412 -        that Jerry and Jonathan have developed naturally creates a
310413 -        demand on time available for doing other things.
310414 -
310415 -
310416 -
310417 -
310418 -
310419 -
310420 -
310421 -
3105 -

SUBJECTS
CSG Wants Immediate Return Benefits Improve Management Rod Can Do Pro

3203 -
320401 -         ..
320402 -        Benefits from Com Metrics Can Commence with Pro Bono Support
320403 -
320404 -        Follow up ref SDS 56 WB36, ref SDS 52 WB36.
320405 -
320406 -
320407 -
320408 -
320409 -
320410 -
3205 -

SUBJECTS
Meeting Daily Between Tom Gilbert and Jerry Nord and Rod Welch Avoid
Dark Avoid Maintain Frequent Daily Contact by Phone Email Communicati
Best Practices Communication Regular Avoid Going Dark Maintain Freque

4305 -
430601 -         ..
430602 -        Communication Daily for Learning SDS Reported in SDS Record
430603 -
430604 -        Follow up ref SDS 56 WB39, ref SDS 52 WB39.
430605 -
430606 -        Daily communication to help Jerry learn SDS has been slowed by
430607 -        recent events at CSG causing possible staff changes.
430609 -         ..
430610 -        Jerry explained plans for increased communication on SDS, per
430611 -        above. ref SDS 52 RN4J
430612 -
430613 -
430614 -
430615 -
430616 -
430617 -
430618 -
4307 -

SUBJECTS
Dates Change Agreement that to Reflect Revised Starting Dates Agreeme
Gilbert, Tom Listed as Signature on Revised Agreement on SDS Review a
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem
Approved CSG Performing Agreement on Using SDS
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem

7007 -
700801 -         ..
700802 -    3.  Agreement Revisions on Time and Staff
700803 -
700804 -        Follow up ref SDS 49 VA4S.
700805 -
700806 -        Rod is behind schedule on amending the Agreement, planned to
700807 -        have been submitted on 031020. ref SDS 49 8W9Q
700809 -         ..
700810 -        This delay is not critical, because the Contract can be amended
700811 -        anytime prior to the expiration next February, 2004. ref OF 1
700812 -        0449
700814 -         ..
700815 -        None-the-less it is helpful for everyone to work on the
700816 -        Amendment in order to maintain focus on scope and accomplishing
700817 -        goals.
700818 -
700819 -
700820 -
700821 -
700822 -
7009 -

SUBJECTS
SDS Installation for Jerry Nord Completed to Complement Tom Gilbert L
Nord, Jerry Install SDS on CSG Network to Learn and Use SDS
Teleconference CSG SDS Project Launch

7305 -
730601 -         ..
730602 -        Install SDS on Jerry's Computers
730603 -
730604 -        Follow up ref SDS 56 WA6P, ref SDS 52 WA6P.
730605 -
730606 -        This has been accomplished, per Jerry's report on 031016.
730607 -        ref SDS 49 WA4N
730609 -         ..
730610 -        Jerry related today that FTP is up and running now on his home
730611 -        computer.
730612 -
730613 -           We need to do some testing to verify everything is working.
730614 -
730616 -            ..
730617 -           Transfer Batch File Revisions Needed
730618 -
730619 -           Follow up ref SDS 56 TY4M, ref SDS 52 TY4M.
730620 -
730621 -           Discussed today recent discovery that to maintain SDS
730622 -           program code when updates are sumbitted, the standard pkzip
730623 -           command string in the file...
730625 -                      ..
730626 -                     c: 01 02 rcv.bat
730627 -
730628 -           ...has to be modified by removing the -n param. ref OF 16
730629 -           4T4I
730630 -
730631 -
730632 -
730633 -
730634 -
730635 -
7307 -

SUBJECTS
Medit Features for Programming Microsoft Outlook Express and Word to

7403 -
740401 -         ..
740402 -        Strategic Vision
740403 -    4.  Briding Gap Between IT and Knowledge Using SDS
740404 -
740405 -        Follow up ref SDS 49 O76R.
740406 -
740407 -
740408 -
740409 -
740410 -
740411 -
740413 -         ..
740414 -        Microsoft Program Data Extraction
740415 -        Address Book Extracted from Outlook
740416 -
740417 -        Follow up ref SDS 56 R56O, ref SDS 52 R56O.
740418 -
740419 -        Gary asked about Jerry's experience extracting information from
740420 -        Microsoft programs?
740422 -         ..
740423 -        We need a list of addresses in Outlook and this has proven
740424 -        difficult to accomplish.
740426 -         ..
740427 -        Jerry will investigate this issue and submit feedback next
740428 -        week.
740429 -
740431 -         ..
740432 -        Marketing Materials and Opportunity to Tell the SDS Story
740433 -
740434 -        Follow up ref SDS 56 MC8L, ref SDS 52 MC8L.
740435 -
740436 -        Review of SDS powerpoint presentations...
740437 -
740438 -                f: 04 00067 00 ic cm.ppt
740439 -                f: 04 00067 00 ic rodx.ppt
740441 -                 ..
740442 -                http://www.welchco.com/03/00050/01/09/01/17/HTML/00104_files/frame.htm
740444 -         ..
740445 -        Analyis of SDS and Jerry's vision for the project he and
740446 -        Jonathan are developing to expand Outlook toward SDS
740447 -        capabilities, per Microsoft's recommendation noted by Jerry
740448 -        during the conference call last week on 031016. ref SDS 49 IR5M
740450 -         ..
740451 -        Whiteboard support for the Microsoft NetMeeting program.
740452 -
740454 -         ..
740455 -    5.  SDS Foundational Documents
740456 -        Respond to Calls for Professional Papers
740457 -
740458 -        Follow up ref SDS 56 GQ4L, ref SDS 52 GQ4L.
740459 -
740460 -            The 9th International Working Conference on the
740461 -            Language-Action Perspective
740462 -            on Communication
740463 -            Modelling (LAP 2004)
740465 -             ..
740466 -            Department of Communication
740467 -            School of Communication, Information, and Library Studies
740468 -            Rutgers University
740469 -            New Jersey, U.S.A
740470 -            June 2 - 3, 2004
740471 -
740472 -                http://collab.blueoxen.net/forums/yak/2003-10/msg00071.html
740474 -         ..
740475 -        Communication Metrics, review eight (8) steps for implementing
740476 -        SDS, listed on 001219. ref SDS 14 4W4L
740478 -         ..
740479 -        Review typical day scenario using SDS. ref OF 9 0001
740481 -         ..
740482 -        White papers based on foundational documents...
740483 -
740484 -           SDS enables Com Metrics to provide "intelligence" support
740485 -           that accomplishes goals for good management practice by
740486 -           experts like...
740487 -
740488 -           a.  Covey.......................... 921205, ref SDS 4 4080
740490 -                ..
740491 -           b.  Drucker, general............... 931130, ref SDS 5 4J4N
740492 -
740493 -               ...routinize good management... 991025, ref SDS 11 0785
740495 -                ..
740496 -           c.  Andy Grove at Intel............ 980307, ref SDS 9 3668
740498 -            ..
740499 -           See as well the list on Com Metrics website...
740500 -
740501 -              http://www.welchco.com/00501.HTM
740502 -
740503 -
740504 -
740505 -
740506 -
740507 -
740508 -
740509 -
740510 -
740511 -
740512 -
740513 -
7406 -
Distribution. . . . See "CONTACTS"