THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: February 4, 1993 07:51 AM Thursday; Rod Welch

Jim Wendling called re his Executive training program.

1...Summary/Objective
2...Defer SDS Demonstration
3...Distribute SDS Brochures
.....Executive Traing Appears Conflicted about Technology
4...Information Management
5...Covey Provides Limited Management Support
.....Praeto Practice to Improve Management
6...Synthesizing Good Practices Supported by SDS Automated Integration


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CONTACTS 
0201 - The Wendling Group                 916 965 4933
020101 - Mr. Jim Wendling; Managing Partner

SUBJECTS
SDS Marketing Sales Contacts
Seminars/speeches as sales presentation
Developing Leads, Executive Trainers
SDS Brochures,
Response to quality of publication, 900710
Poster, 921110
Correlation to accepted practice and
SDS Theory
Computers not used for management
Covey Implementing 7 Habits, Seek First to

1112 -    ..
1113 - Summary/Objective
1114 -
111401 - Follow up ref SDS 9 0001, ref SDS 7 0001.
111402 -
111403 - Jim returned my call from yesterday.
111404 -
111405 - Discussed management generally.  He put off an SDS demonstration, but
111406 - offered to distribute SDS brochures to his seminar clients.
111407 -
111408 - This discussion shows ideas and methods executive training consultants
111409 - are presenting to improve management skills and effectiveness.
111410 -
111411 -    [On 950426 Jim's methods align with industry practice for executive
111412 -    training. ref SDS 12 8849
111413 - ..
111414 - Susbmitted ref DIT 1 0001 transmitting about 2 dozen brochures,
111415 - per Jim's request. Linked to this record for reference, and to the
111416 - review of Stephen Covey's book on 921205. ref SDS 3 0969   Cited
111417 - Campbell's book, "The Improbable Machine," ref SDS 1 4284, to show SDS
111418 - is supported by cognitive science, and management science.
111419 -
111420 -    [On 930208 called Jim to follow up. ref SDS 10 0001
111421 -
111422 -
111423 -
111424 -
111425 -
1115 -
1116 -
1117 - Discussion
1118 -
111801 - Defer SDS Demonstration
111802 -
111803 - I explained the follow up material submitted at ref DIP 2 0001, and
111804 - asked about demonstrating SDS? per ref DIP 2 VE7I
111805 -
111806 - Jim demurred.
111807 -
111808 - He said he is not a big fan of computers.
111809 -
111810 - Jim encourages associates to spend less time on the computer so they
111811 - can "...get something done."  He feels the Wendling Group has adequate
111812 - automated support for management at this time.
111813 -
111814 -
111815 -  ..
111816 - Distribute SDS Brochures
111817 -
111818 - Jim expressed high regard for SDS, as an essential data base tool for
111819 - today's managers.  He said our new brochure/poster explains SDS well,
111820 - which summarizes POIMS. ref OF 1 0001
111821 -
111822 - Jim said he is seeing a client today to whom he will recommend SDS.
111823 -
111824 - He is conducting an Executive seminar in the near future and will
111825 - recommend SDS and distribute our brochure.  He asked me to submit
111826 - about 2 dozen.
111827 -
111828 -     Executive Traing Appears Conflicted about Technology
111829 -
111830 -     I am struck by the seeming conflict between Jim not being a "big
111831 -     fan of computers," and at the same time feels his clients should
111832 -     have available an automated data base, like SDS.
111833 -
111834 -     Perhaps he recognizes the benefits, but does not want the burden
111835 -     of knowing more about something which might require a major change
111836 -     and learning experience in his career.  Maybe he simply wants to
111837 -     participate in the SDS saga?
111838 -
111839 -
111840 - Information Management
111841 -
111842 - Jim said managers today need an automated data base to keep pace with
111843 - the explosion in information they must process.  His favorable comment
111844 - aligns with analysis on 930128 of Wendling's marketing information
111845 - that shows experience is an important dimension of leadership.  SDS is
111846 - a strong solution for managing and organizing human experience.
111847 - ref SDS 7 K9T4
111848 -
111849 -     [On 941010 PG&E expanded use of SDS. ref SDS 11 7777
111850 -
111851 -     [On 970418 US Army Corps of Engineers reported SDS adds
111852 -     "intelligence" to daily management. ref DRP 5 6172
111853 -
111854 -     [On 000709 Bill DeHart at PG&e reported SDS has a stronger design
111855 -     for management than conventional tools. ref SDS 13 0784
111856 -
111857 - Perhaps Jim has in mind ideas in the SDS & POIMS scope statement.
111858 - ref OF 1 0001
111859 -
111860 -
111861 - Covey Provides Limited Management Support
111862 -
111863 - I asked Jim if Wendling Group's management training reflects Stephen
111864 - Covey's ideas, under analysis on 930128? ref SDS 7 K9T4
111865 -
111866 - Jim advised that he has attended some of Covey's management seminars,
111867 - and has read "7 Habits..."  He feels Covey's ideas are helpful, but
111868 - that he leaves out many more management improvement ideas that are
111869 - equally helpful.  Jim said he nearly fell asleep along with other
111870 - attendees at the Covey seminar he attended, due to the slowness of the
111871 - delivery.
111872 -
111873 -     Praeto Practice to Improve Management
111874 -
111875 -     Wendling offers its clients a "smorgasbord of about 50 ideas" from
111876 -     which the client can select those that seem most helpful.  Jim
111877 -     mentioned using the "Praeto Practice," as a more effective
111878 -     training method than Covey's focus on changing habits.
111879 -
111880 -
111881 -  ..
111882 - Synthesizing Good Practices Supported by SDS Automated Integration
111883 -
111884 - Jim feels consistent application of good management practices applied
111885 - consistently over a long period achieve the best results.
111886 -
111887 - This aligns with Stephen Covey's book, reviewed on 921205. ref SDS 3
111888 - 6013
111889 -
111890 - We discussed the challenge reflected in the title of Covey's book, who
111891 - states that forming good work "habits" is hard, because limited time
111892 - prevents people from experiencing benefits of good practices long
111893 - enough to form habits that enable consistent use of good practices.
111894 - ref SDS 3 4803
111895 -
111896 - SDS solves this by making good management faster and easier to
111897 - accomplish consistently.  When good practices can be accomplished
111898 - faster and easier, it is easier to make them a "habit."
111899 -
111900 - We considered the need for using good practices in combination to
111901 - strengthen effectiveness.
111902 -
111903 - Jim calls this idea "synthesizing."
111904 -
111905 - POIMS advocates automated integration (i.e. synthesizing) as the best
111906 - way to consistently perform the full range of sound practices needed
111907 - for effective management. see review of Covey's book on 951205.
111908 - ref SDS 3 5553
111909 -
111910 -
111911 -
111912 -
111913 -
111914 -
111915 -
111916 -
111917 -
111918 -
111919 -
1120 -
Distribution. . . . See "CONTACTS"