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: January 16, 2004 01:21 PM Friday; Rod Welch

Gary called to report M&S group seeking approval to use SDS.

1...Summary/Objective
2...Communication Metrics Adds Intelligence to Management
3...Lesson Learned Communication Metrics Resisted by Management
4...Feedback Verify Accuracy Understandings Not Common Corporate Culture
5...Corporate Culture Feedback Verify Understandings Not Common Practice
6...SDS Request for Approval at Company
7...Lesson Learned Communication Metrics Saves Time Money Reduce Mistakes
8...Paradigm Shift from Resistance to Culture Support for New Way Working
9...Demand Grows for Working Intelligently Using Organizational Memory


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CONTACTS 

SUBJECTS
SDS Approve for Use at Aerospace company on Project
Visibility Distribute SDS Records on Company Intranet Gary Looking for
SDS Remove Non-Company Approved Software SDS Records are Not to Be Dis
Demand SDS Record Request Aerospace company Management Restore to Proje   Inform
Progress Aerospace company Management Requests Gary Restore SDS Records  ased In
Demand SDS Record Request Aerospace company Management Restore to Proje   Inform
Transformation from Information to Knowledge Tools Integrate Time and
Technology Changes Attitudes Everybody Willing to Invest Time for Goo
Attitudes Change Progress Aerospace company Management Requests Gary Re  ore SDS
Paradigm Shift Culture Resistance Reversed Relentless Pressure Conver
Culture Transformation SDS Records Demand Grows Disappointed Gary Del
Progress Aerospace company Management Requests Gary Restore SDS Records  ased In
Paradigm Shift Culture Resistance Reversed Relentless Pressure Conver
SDS Approval Initiative Launched Inquire about Using SDS on Project

0616 -
0616 -    ..
0617 - Summary/Objective
0618 -
061801 - Follow up ref SDS 14 0F4F.
061802 -
061803 - Gary advised that he met with his boss, Steve, and was told to remove
061804 - SDS from his company computer, following the meeting yesterday with
061805 - Bruce. ref SDS 14 0001  This action aligns with concerns on 030717
061806 - about trauma from a record encountered on the Internet. ref SDS 7
061807 - DG30
061809 -  ..
061810 - During the meeting today, Steve asked Gary to review an email on
061811 - Steve's computer, which Steve then sent to the person who asked the
061812 - M&S group to stop using SDS, confirming compliance with Bruce's and
061813 - Steve's interpretation of a telephone call yesterday. ref SDS 14 0F69
061814 - Action was based solely on conversation, without written instruction
061815 - showing findings, authority and reasoning in relation to objectives,
061816 - requirements and commitments, per analysis yesterday. ref SDS 14 FV6M
061817 -
061818 -        [On 040330 Gary receives "good to go" on resuming use of SDS
061819 -        and applying the record on the network. ref SDS 20 OP5I
061821 -  ..
061822 - As a result, after meeting with Steve, Gary deleted the SDS program
061823 - and all of the records on organizational memory created with SDS this
061824 - past year, noted by various team staff, reviewed recently on 010402.
061825 - ref SDS 12 UO6T
061826 -
061827 -        [...below, Steve clarifies intended guidance after work is
061828 -        performed. ref SDS 0 4L73
061830 -  ..
061831 - Gary did not indicate that Steve submitted a draft or a copy of the
061832 - letter to Gary for investing and hour or so to support management with
061833 - analysis of correllations, implications and nuance in relation to
061834 - project requirements and history, because company culture does not
061835 - support deliberative analysis, per review yesterday. ref SDS 14 0F69
061836 - The practice in the company is for people to spontaneously react on
061837 - impulse, based on momentary impressions, consistent with industry
061838 - practice, as set out in POIMS. ref OF 3 015M
061840 -  ..
061841 - Gary explained having interpreted Steve's request to remove software
061842 - from Gary's computer was limited to SDS, and did not include removing
061843 - all non-approved software, nor removing software from Gary's home
061844 - computer, which were concerns yesterday. ref SDS 14 0F69
061845 -
061846 -
061847 -
061848 -
0619 -

SUBJECTS
Culture Resists Good Management Unnecessary Overkill Intelligence Ana
Culture Change Steady Exposure to SDS Records Applies Theory of Trans
Transformation Using SDS According to the Design Enables Discovering
Culture of Knowledge Progress Transformation Steve Gary's Boss at Boe
Com Metrics Stiffled Fear Feedback Authority Intelligence Causes Subo

4107 -
410801 -  ..
410802 - Communication Metrics Adds Intelligence to Management
410803 - Lesson Learned Communication Metrics Resisted by Management
410804 - Feedback Verify Accuracy Understandings Not Common Corporate Culture
410805 - Corporate Culture Feedback Verify Understandings Not Common Practice
410806 -
410807 - Gary advised that he did not submit a letter with analysis to Steve
410808 - and to Bruce confirming verbal instructions, per planning yesterday,
410809 - ref SDS 14 8X67, because feedback to verify understandings by showing
410810 - alignment with objectives, requirements and commitments, called out by
410811 - industry standards for good management, reported on 950721,
410812 - ref SDS 2 1740, is not a common practice in business, as set out in
410813 - POIMS, ref OF 4 5820, and confirmed on 951022. ref SDS 3 3245  Gary
410814 - noted that cultural imperatives require people to exedite by acting on
410815 - conversation under authority of the organization chart, and to rely on
410816 - results of actions to reveal alignment with understandings and
410817 - intentions, as related previously on 891027, ref SDS 1 9M6G  Based on
410818 - common sense management practice, Gary removed SDS from his office
410819 - computer, including the record of organizational memory, history and
410820 - knowledge maintained with SDS over the past year, which has seemingly
410821 - been relied upon by the project, as reported on 040102. ref SDS 13
410822 - UO6T
410824 -         ..
410825 -        [...below, Steve clarifies intended guidance after work is
410826 -        performed. ref SDS 0 4L73
410828 -         ..
410829 -        [On 030826 NASA chief administrator testifies before Congress
410830 -        that coporate culture resists improvement because people
410831 -        interpret requirements as suggestions rather than try to get
410832 -        approval for improvements. ref SDS 8 8K4G
410834 -         ..
410835 -        [On 040117 Gary plans to submit a letter to confirm
410836 -        understandings. ref SDS 15 MY5F
410838 -  ..
410839 - Without analysis to discover correlations, implications and nuance,
410840 - management is denied opportunity for Communication Metrics to refine
410841 - planning in relation to objectives under complex scenarios that
410842 - require balancing competing requirements, and this increases the risk
410843 - of error that leads to worry about second guessing, cited in NWO.
410844 - ref OF 11 BP4L  In this case, requirements for working intelligently
410845 - to get things done quickly and accurately based on accurate
410846 - understandings from the record, must be balanced against the benefits
410847 - of using approved software that paralyzes productivity because nobody
410848 - can find anything, reported on 011003. ref SDS 6 EC5N
410850 -  ..
410851 - Gary feels Communication Metrics using feedback for timely, accurate
410852 - understanding called out for effective intelligence in POIMS,
410853 - ref OF 6 16GB, is not practical on the job, when, as here, the boss
410854 - gives instructions in a meeting, cited in NWO, ref OF 13 2670, and
410855 - reflects explanation on 990527 that powerful cultural forces prevent
410856 - good management, ref SDS 5 1233, supported by the study reported on
410857 - 960205 showing people waste 70% of the day in unproductive meetings
410858 - due to erroneous understandings. ref SDS 4 5222
410860 -  ..
410861 - This could be another lesson learned, per below. ref SDS 0 4L73
410862 -
410863 -        [On 040117 Gary plans to submit a letter to confirm
410864 -        understandings. ref SDS 15 MY5F
410865 -
410866 -
410867 -
410868 -
4109 -

SUBJECTS
Approve SDS for Use at Aerospace company on Project
Attitudes Change Experience SDS Demonstrate Memory Better than Most,
Steady-as-she-goes 3-layer Architecture Strategy Build Experience Bas
Exposure Steady to SDS Records Applies Theory of Transformation in Bo
Approve SDS for Use at Aerospace company on Project
Review Aerospace company Policy Procedrues for Obtaining Approval of SD  Accept
SDS Pilot Test Compensation to Welch for Gary Using SDS He Cannot Int

7309 -
731001 -  ..
731002 - SDS Request for Approval at Company
731003 -
731004 - Follow up ref SDS 14 0F4F, ref SDS 11 PE5Y.
731005 -
731006 - Gary understands an M&S group staff person, Gill, has been assigned to
731007 - obtain requirements on submitting a request for approval to use SDS,
731008 - based on the history of use this past year, listed in part on 040102.
731009 - ref SDS 13 UO6T  This action supports plans for a 3-layer architecture
731010 - providing steady exposure to a new way of working "intelligently,"
731011 - explained in POIMS, ref OF 3 1X6G, and discussed with Gary recently on
731012 - 031211. ref SDS 11 PE5Y
731014 -  ..
731015 - Gary's not sure when Gil will complete the report on procedures for a
731016 - procurement on SDS.  He expects Bruce will prepare a request for
731017 - approval of software, and that it will include a wide range of
731018 - programs that people in the M&S group are using that are not approved
731019 - for use at the company.
731021 -  ..
731022 - Planning and issues for obtaining approval to use SDS on the job were
731023 - reviewed yesterday, on 040115. ref SDS 14 744L
731024 -
731025 -     [On 040120 Gary concurs with scope of Gil's assignment based on
731026 -     letter from Gil explaining issues being reviewed to get approval
731027 -     for using SDS. ref SDS 16 0001
731029 -      ..
731030 -     [On 040227 Gary reports alternate methods to generate
731031 -     organizational memory using other tools and more staff have not
731032 -     been effective to replace SDS. ref SDS 18 RH6K
731034 -      ..
731035 -     [On 040302 Aerospace company working on getting official approval to use SDS
731036 -     on the project. ref SDS 19 0001
731038 -      ..
731039 -     [On 040330 Gary receives "good to go" on resuming use of SDS and
731040 -     applying the record on the network. ref SDS 20 OP5I
731041 -
731042 -
731043 -
731044 -
731045 -
731046 -
7311 -

SUBJECTS
Management Disappointed Gary Deleted SDS Records Based Interpreting S
Progress Management Requests Gary Restore SDS Records Based In
Acceptance Selling SDS Steady Exposure to SDS Records Applies Theory
Demand SDS Record Request Aerospace company Management Restore to Proje   Inform
Paradigm Shift Attitudes Change Progress Management Requests G
Management Aerospace company Requests Gary Restore SDS Records Based In  rpretin
Attitudes Change Steve Gary's Boss Wants History Button to Press for
3-layer Architecture Explicit Links Learned Without Tranining Brick i
Transformation Culture SDS Records Demand Grows Disappointed Gary Del
Attitudes Changed by Technology SDS Record on Internet Inspiring Wish
Experience Best Teacher New Way of Working Improve Existing Methods B
Experience Needed to Acquire Knowledge Discover Advantage of New Meth
Intelligence Experience SDS Transforms Power of Culture from Resistin

BS15 -
BS16 - 1725
BS1701 -  ..
BS1702 - Lesson Learned Communication Metrics Saves Time Money Reduce Mistakes
BS1703 - Paradigm Shift from Resistance to Culture Support for New Way Working
BS1704 - Demand Grows for Working Intelligently Using Organizational Memory
BS1705 -
BS1706 - Gary called back and advised that after he deleted the SDS program and
BS1707 - the project record from his computer, Steve came by to clairfy what he
BS1708 - intended, per above. ref SDS 0 0001  Steve seemed disappointed that
BS1709 - the project record of organizational memory on work history, planning
BS1710 - and analysis from daily meetings has now been deleted, per his
BS1711 - instructions above. ref SDS 0 J45I  This may relate to the report
BS1712 - yesterday that Steve announced during a project staff meeting that the
BS1713 - record would be transferred to the company intranet for timely,
BS1714 - uniform access to the record of project knowledge. ref SDS 14 8Y5Y
BS1715 - Earlier on 030828 the customer requested access to the project record,
BS1716 - and at that time Steve agreed to meet this request. ref SDS 9 SE9S
BS1717 -
BS1718 -     [On 040117 Gary makes plans to install SDS record on his computer
BS1719 -     but not the SDS program, and to develop another program for using
BS1720 -     the record. ref SDS 15 MY5F
BS1722 -      ..
BS1723 -     [On 040203 Gary planning to create tools for producing work
BS1724 -     product in SDS format using software from Microsoft and other
BS1725 -     approved vendors. ref SDS 17 FJ95
BS1727 -      ..
BS1728 -     [On 040227 Gary reported that new tools and additional staff were
BS1729 -     not sufficient to replace SDS support for productivity.
BS1730 -     ref SDS 18 RH77
BS1732 -  ..
BS1733 - Gary indicated that Paul came by later and was, also, disappointed
BS1734 - that the SDS record has been deleted from Gary's office computer.
BS1735 - Earlier on 031205 Paul discussed putting SDS records on the company
BS1736 - intranet, ref SDS 10 RS6W, which was supported a few days later on
BS1737 - 031211 when Steve asked about turning on the lights for working
BS1738 - intelligently by providing access to SDS links on the company
BS1739 - intranet. ref SDS 11 5U6J
BS1741 -  ..
BS1742 - Gary evidently indicated that rework can be performed to restore the
BS1743 - record, if needed.  This suggests a lesson learned that feedback for
BS1744 - Communication Metrics, which management stifles, per above,
BS1745 - ref SDS 0 4L5J, refines accuracy of understanding to save lives, time
BS1746 - and money by reducing mistakes, cited in USACE report dated 971007.
BS1747 - ref DRP 4 4172
BS1749 -  ..
BS1750 - The record of people on the job objecting to deleting SDS records on
BS1751 - organizational memory, suggests possible progress on transformation,
BS1752 - continuing the record reported on 040102. ref SDS 13 UO6T
BS1753 -
BS1754 -
BS1755 -
BS1756 -
BS1757 -
BS1758 -
BS1759 -
BS1760 -
BS1761 -
BS18 -