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: September 25, 1988 01:45 PM .......; Rod Welch

Project status report to Jeff, DNRC, edits on meeting notes.

1...Summary/Objective
2...Report to Tudor Clarifying Scope of Welch Assignment
....Command & Control of the Record
....Confidentiality, Privacy, Security of the Record
....Documents Confidential Distributed by Mistake Don't Recall Withdraw
....Withdrawing Documents Distributed by Mistake Impossible Don't Try
....Tape Recordings & SDS - Contractor Stops Tape Meetings
....CPM Support Critical to Manage the Work


..............
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CONTACTS 

SUBJECTS
General Admin
Meeting Notes

0404 -
0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Follow up ref SDS 9 0000.
040602 -
040603 - Further edits to Notes.
040605 -  ..
040606 - Norm Barnard called and gave some edits he feels should be included
040607 - based on his notes.
040609 -  ..
040610 - Prepared project status report for Jeff on using SDS.
040611 -
040612 -
040613 -
040614 -
040615 -
040616 -
0407 -

SUBJECTS
Assignment Scope, Progress report
Command & Control of the Record
Change Orders, Contract Disputes
Meeting Notes, confirm understandings
Shared Meaning, Build and Maintain with Discover & Fix Mistakes
Notice Provisions, Tape Recordings
Command and Control of the Record
Tape Recording Meetings, Not as Useful as SDS "Meaning", Takes Time t
Command & Control of the Record Confidentiality
Capuring Record What Did We Say, Hear, See, What Does It mean, Conten
Contract Disputes Avoided by Control of Record with SDS
Good Management Define Practices Command Control of the Record Using
Tudor Engineers Letter Explains Command Control Record Define Good Ma
Documents Mistakenly Distributed Confidential Erroneous Information
Moving Hand Writes and Having Writ Moves On Omar Khayyam Withdraw Do

4417 -
441801 -  ..
441802 - Report to Tudor Clarifying Scope of Welch Assignment
441803 -
441804 - Prepared ref DIT 1 0001 to Jeff on scope of Welch assignment, progress
441805 - and recommendations to ensure the project benefits from SDS.
441806 -
441807 - Discussion with Clyde on 880921, ref SDS 7 8526, showed resistance to
441808 - follow advice on "fixing" the project, contrary to our agreement on
441809 - 880815. ref SDS 1 0770  We need to clarify Welch assignment, so that
441810 - Tudor and DNRC can decide if they really want the Welch method,
441811 - because if advice is not followed, we cannot fix the project.
441812 -
441813 -         [On 881007 Tudor requested less contact between Welch and
441814 -         DNRC. ref SDS 14 0951]
441816 -          ..
441817 -         [... Tudor concerned about discovrey. ref SDS 14 3976
441819 -          ..
441820 -         [On 890324 DNRC ended the Welch assignment. ref SDS 16 6399]
441822 -          ..
441823 -         [On 911123 Welch management method defined. ref SDS 18 4930]
441825 -          ..
441826 -         [On 911123 "feel good" management defined. ref SDS 18 1331]
441827 -
441828 -
441830 -     ..
441831 -    Command & Control of the Record
441832 -    Confidentiality, Privacy, Security of the Record
441833 -
441834 -    Jeff is concerned about how SDS is used to control the record on
441835 -    the project, ref DIT 1 7404. e.g., on
441836 -
441837 -        880908, ref SDS 5 4920,
441839 -         ..
441840 -        880922, Jeff objected to distribution of the record and
441841 -        requested that the Contractor return it. ref SDS 8 0001
441843 -     ..
441844 -    Concern was heightened on 880907 by contractor objections to using
441845 -    the SDS record for progress meetings, ref SDS 3 3402.  On 880908
441846 -    Jeff concurred with the contractor's objections. ref SDS 5 4920
441848 -     ..
441849 -    Therefore, it is necessary to clarify the purpose and methodology
441850 -    of SDS, and confirm approval that was initially granted by VP Clyde
441851 -    Earnest on 880815 in making the Welch assignment, ref SDS 2 0770
441852 -    and particularly ref SDS 2 0630
441854 -     ..
441855 -    The basic problem is that engineers typically are assigned to
441856 -    manage engineering projects that use contracts to obtain services
441857 -    for design tasks and constructing the work.  So the job of Project
441858 -    Engineer, which Jeff has, requires contract management skills,
441859 -    which are different from engineering skills.  A major role of the
441860 -    architect or engineer on a project during construction, is to
441861 -    ensure the work conforms with design requirements.  However,
441862 -    accomplishing this requires contract management which entails a lot
441863 -    of tasks outside the skill set of an engineer.
441865 -     ..
441866 -    The letter today explains contract management using notice
441867 -    provisions to guide the work. ref DIT 1 0550.
441868 -
441869 -
441871 -     ..
441872 -    Documents Confidential Distributed by Mistake Don't Recall Withdraw
441873 -    Withdrawing Documents Distributed by Mistake Impossible Don't Try
441874 -
441875 -    Withdrawing information, as Jeff tried on 880922, ref SDS 8 0001,
441876 -    is bad strategy for confidentiality, because it draws attention to
441877 -    matters that are desired to be confidential, and because copying
441878 -    and distribution technologies, make it difficult to fully withdraw,
441879 -    retrieve or recall information. ref DIT 1 3622
441881 -     ..
441882 -    There is a powerful poem that says....
441883 -
441884 -               The Moving Hand writes, and having writ,
441885 -               Moves on; not all thy Piety nor Wit
441886 -               Shall lure it back to cancel half a line,
441887 -               Nor all thy Tears wash out a Word of it.
441888 -
441889 -                                      Omar Khayyam
441891 -     ..
441892 -    This common sense rule suggests that rather than attempt to recall
441893 -    documents, once issued, submit a corrected version, and if it is
441894 -    desired to avoid disclosure of important information, then bury
441895 -    that information in subsequent versions without drawing attention
441896 -    to the sensitive information. ref DIT 1 3622
441897 -
441899 -         ..
441900 -        [On 881007 Tudor worried about discovrey, wanted Engineer to
441901 -        have flexibility. ref SDS 14 3976
441903 -         ..
441904 -        [On 990711 distinguishing public and private information.
441905 -        ref SDS 20 9680
441907 -         ..
441908 -        [On 980405 reviewed fear of accountability. ref SDS 19 5065
441910 -         ..
441911 -        [On 991021 "Out, Out Damn Spot!" clensing the record has never
441912 -        worked. ref SDS 21 5304]
441914 -     ..
441915 -    Offering payment to the contractor as an incentive to supplement
441916 -    contract notice provisions on performing requirements, and which
441917 -    Jeff cited on 880908, is explained at ref DIT 1 0550.
441918 -
441919 -        [Implementation was developed  at ref SDS 13 5083.]
441920 -
441921 -        [Another example from EBMD at ref SDS 17 8493.]
441922 -
441923 -
441925 -     ..
441926 -    Tape Recordings & SDS - Contractor Stops Tape Meetings
441927 -
441928 -    The use of tape recordings is discussed at ref DIT 1 4885.
441929 -
441930 -    Sletten requested this practice in order to intimidate the State
441931 -    and the Engineer into stopping the use of the SDS Diary,
441932 -    ref SDS 3 3402, which was expected when I took this assignment,
441933 -    ref SDS 2 3089.
441935 -     ..
441936 -    The Contractor's decision to discontinue tape recordings is
441937 -    anticipated in the letter to Jeff at ref DIT 1 4885, as discussed
441938 -    with Wayne on 880907. ref SDS 4 4554.  This seems to be coming to
441939 -    pass from the last progress meeting when Sletten requested to turn
441940 -    the tape recorder off. ref SDS 9 8538
441941 -
441942 -         [See meeting on 880928 where Sletten stopped tape recording
441943 -         meetings, altogether. ref SDS 12 0000]
441945 -          ..
441946 -         [On 881102 Sletten voiced opposition to tape recording a
441947 -         meeting so that it could criticize the Engineer and the State
441948 -         without the burden of offering evidence of error. ref SDS 15
441949 -         0629]
441950 -
441952 -     ..
441953 -    CPM Support Critical to Manage the Work
441954 -
441955 -    Explain the need to follow through on getting adequate schedule
441956 -    support as recommended in the draft on 880921. ref SDS 6 8391
441957 -
441958 -    Voith needs this oversight as well as Sletten. ref SDS 7 8526
441960 -     ..
441961 -    This is discussed at ref DIT 1 3168.
441962 -
441963 -
441964 -
441965 -
441966 -
441967 -
441968 -
441969 -
441970 -
4420 -