THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: October 11, 1991 11:28 AM Friday;
Meeting with Wayne re Welch contract scope.
2...I explained trying to avoid causing DNRC staff to feel uncomfortable
3...Survey Journal Supplements Engineering Records to Clarify Meaning
4...SDS Enables New Way of Working with "Intelligence"
5...Litigation and Cliams Management Aided by SDS Support
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0201 - Department of Natural Resources O-00000395 0102
020101 - Mr. Wayne Wetzel
Voith Contract, Close out of contract
Status, Evaluation, Management Assistance Broadwater
Feel Good Management - Social Constraints
Welch Management Method
Case Study Broadwater Journal Diary
Surveyor's Journal/Diary Enterss Figures and Context of Daily Work
Com Metrics SDS Enables Special Skills Meeting Wayne Wetzel to Thank
Meeting Thank Wayne Wetzel on Scope of Assignment and Review Scope o
2110 - ..
2111 - Summary/Objective
211201 - Follow up ref SDS 5 0000, ref SDS 3 0000.
211203 - Thanked Wayne for his confidence in hiring Welch again. I also
211204 - expressed appreciation for expending some political capital to push
211205 - through the contract amendment for another computer. ref SDS 4 0001
211209 - ..
211210 - I explained trying to avoid causing DNRC staff to feel uncomfortable
211211 - working with the SDS methods that show alignment in greater detail
211212 - than people normally encounter. This can seem psychologically
211213 - debilitating in the beginning before people get used to the idea of
211214 - "intelligence" on the job.
211216 - ..
211217 - Wayne said that Walt Anderson, DNRC's hydro power supervisor, has
211218 - expressed concern about getting SDS memos showing what everyone has
211219 - said, along with detailed understandings and follow up.
211221 - ..
211222 - He has asked Wayne how Welch does this without taking notes during the
211223 - meetings, like everybody else does.
211225 - [On 920128 SDS pressures people to use good management practice.
211226 - ref SDS 6 3862
211228 - ..
211229 - Wayne asked Walt if he has seen any errors in the SDS record, and Walt
211230 - said he has not seen anything siginficant, but it seems risky to write
211231 - a lot of details, rather than a summary of action items, as everybody
211232 - else does.
211234 - This aligns with Tudor's analysis on 890324. ref SDS 1 4484
211236 - ..
211237 - Wayne related having asked Walt to go get his notes or summary of a
211238 - meeting they had yesterday, and for other meetings the past few weeks.
211239 - Walt responded that he doesn't have notes for those meetings, because
211240 - he did his action items, or is working on them, so he didn't make many
211241 - notes and whatever he may have written down as reminders of things to
211242 - do have been discarded to avoid keeping unnecessary paperwork.
211246 - ..
211247 - Survey Journal Supplements Engineering Records to Clarify Meaning
211249 - Wayne pointed out that everybody doing office work tries to jot down
211250 - important things to remember, and then collaborates through follow up
211251 - discussion to expedite getting things done, based on recalling daily
211252 - communications. Wayne related that Walt keeps a good diary of survey
211253 - notes. He asked Walt why surveyors take the time to write things
211254 - down carefully in their journal?
211256 - ..
211257 - Walt said that survey notes show the context of measurements that
211258 - impact the design of new facilities and other applications of the
211259 - numbers. There is a tradition for engineers to make careful notes in
211260 - their journal of the work that is performed because a lot times small
211261 - details about conditions and circumstances are critical for clarifying
211262 - the meaning of the numbers recorded in the survey. People need to
211263 - understand the context of the situation in order to apply the numbers
211264 - correctly in designing a project, so the surveyor's journal is an
211265 - important part of engineering work, otherwise there would be a lot of
211266 - mistakes using just the figures in the survey.
211268 - ..
211269 - Wayne explained that Welch uses SDS to do the same thing, plus connect
211270 - related history so there is a record of cause and effect in relation
211271 - to objectives, requirements and commitments.
211273 - ..
211274 - Walt said his survey journal does not show anything about contracts
211275 - and meetings; it just shows figures and explains the conditions and
211276 - methods of performing measurements, so that others can make informed
211277 - judgements about the accuracy and application of the figures.
211279 - [On 951221 software engineering requires "contemporaneous
211280 - documentation" similar to a diary. ref SDS 9 0966
211282 - ..
211283 - [On 961017 Corps of Engineers uses survey journal. ref SDS 10
211284 - 2863
211286 - ..
211287 - [On 990525 some engineers don't like to write, they are in love
211288 - with technology and just want to that rather than write things
211289 - down. ref SDS 11 0966
211291 - ..
211292 - Wayne explained that, during construction of Broadwater Dam in 1988,
211293 - DNRC discovered that SDS was effective for getting the work done
211294 - according to requirements by capturing the context of daily
211295 - communications. It turned out that a lot of details became important
211296 - later that didn't seem important at the time people throw things away,
211297 - or elect to avoid writing things down.
211299 - ..
211300 - Wayne explained that Walt was not favorably impressed by this
211301 - explanation of using SDS on the job.
211303 - ..
211304 - Walt feels SDS is creating a lot of unnecessary paperwork, and that
211305 - Welch should focus on preparing the State's claims against Voith and
211306 - Tudor based on all the documents in DNRC files, and so should not be
211307 - involved in details going on now.
211309 - ..
211310 - Wayne indicated that successful claims require details in relation to
211311 - contract provisions, and these are in the SDS record from 1988, which
211312 - is why DNRC called Welch back.
211314 - ..
211315 - Walt wants Welch to get what ever is needed from the job record, and
211316 - leave current management alone.
211318 - ..
211319 - Wayne explained that for DNRC to be successful, continuing conduct is
211320 - a major factor. SDS ensures a record showing DNRC followed the
211321 - contract, and that others did not.
211323 - ..
211324 - Wayne indicated that Walt feels DNRC is doing a good job, but Voith
211325 - and Tudor are hampering progress. He believes SDS paperwork is
211326 - unnecessary, and noted that DNRC does not use SDS for anything else.
211328 - ..
211329 - I mentioned concern that only Wayne and Sarah know how SDS works, and
211330 - that this can seem in the beginning strange, intimidating and
211331 - unnecessary, as Walt has evidently complained to Wayne.
211335 - ..
211336 - SDS Enables New Way of Working with "Intelligence"
211337 - Litigation and Cliams Management Aided by SDS Support
211339 - Wayne said he has advised Walt and everybody at DNRC that Welch uses
211340 - SDS to provides a special kind of work, which DNRC needs to close out
211341 - the Broadwater Dam project.
211343 - ..
211344 - SDS is used to capture the record of daily work, similar to Walt's
211345 - practice of keeping good survey notes, per above. ref SDS 0 RV7M SDS
211346 - enables analysis to discover correlations and implications in relation
211347 - to project history and objectives that people often overlook, causing
211348 - misunderstanding, disputes, conflict, loss and emotional anguish. The
211349 - SDS record guide decisions to reduce costs and expedite completion by
211350 - getting things done correctly. This helps avoid litigation by helping
211351 - everybody (contractor, engineer, State) keep daily work lined up. If
211352 - litigation becomes necessary, then the record supports recovery at
211353 - minimum cost because discovery and the connections to relevant
211354 - authority are already largely accomplished.
211356 - [On 920128 this did not work as well as we hoped. ref SDS 6 3354]
211358 - ..
211359 - [On 920210 DNRC staff reject SDS. ref SDS 7 1194]
211361 - ..
211362 - [On 920714 Wayne reports DNRC feels Welch did not perform agreed
211363 - services. ref SDS 8 9727]
211365 - ..
211366 - [On 010725 Wayne submits evaluation of SDS based on 10 year
211367 - experience. ref SDS 12 WJ7L Comments on skills and
211368 - implementation issues. ref SDS 12 03M6
Voith Contract Closeout
Schedule for Closeout, General
Contract, 910915 (DNRC
2407 - Objective
240801 - ..
240802 - Mentioned my memo to Sarah on having a planning meeting for closing
240803 - out the Voith contract, and that I would like him to participate for
240804 - the reasons at ref SDS 3 line 69.
240806 - ..
240807 - Wayne said he would be willing to do this; we just have to fit it
240808 - around his schedule.
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