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 25, 1994 03:16 PM Tuesday; Rod Welch

Morris called with comments on SDS & POIMS scope statement.

1...Summary/Objective
2...SDS and POIMS Conflict with Common Sense
......Leadership with Broader Vision - Take Quantum Leap
3...Follow Up
4...Product Definition
......Technology Has Focused Ideas, New Terminology
...........Morris objects to using "technology" because he feels it
...........Peter Drucker defines "technology" this way:
......................integrating-tasking program
5...Marketing Criteria
......POIMS Integrates Planning, Performing and Reporting
......Better Management Requires Balance Harmony of Work Processes
..........Harmony Enables Synergy for Tasks to Support Other Tasks
6...Automating Management Cycle
7...Synergy of Multiple Work Practices Worked Together
8...Morris asked what is different or unique about SDS?
.....SDS Offers Advantages Over Conventional Methods
.....Synergy of Automating and Integrating Management Tasks
.....Experience Only Path to Knowledge
.....Long Way Around Short Way There Paradigm Shift is Hard to Sell
.....Book Learning Not Enough Time Water to Fetch, Wood to Chop
9...Think, Remember & Communicate
10...Management By Objectives
....Writing = Marketing Hurdle
11...Document Control
.........refusal to perform.
12...Better Coordination
13...Pricing Put Last


..............
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CONTACTS 
0201 - Chips & Tech.                                                                                                                                                      O-00000039 0201
020101 - Mr. Morris E. Jones
020102 - Vice President
020103 - Advanced Products

SUBJECTS
Chips & Tech, Evaluate SDS
Resistance, analyse why people do not buy
Promise of POIMS v. Power of POIMS
Ignorance, Fear, Denial, Leadership with Broader Vision
Experience with SDS/Communication Metrics
Technology, POIMS, Definition - Technology
Incredible Power of Knowledge Opposed by Fear Defferred Rewards
Learning Takes More than 20 Min Improve Skills Productivity Earnings
Common Sense from Experience Showing Management is Communication Talk
Communication Main Task for Management Culture Pressures Conform Conv

2612 -
2612 -    ..
2613 - Summary/Objective
2614 -
261401 - Follow up ref SDS 22 0000.
261402 -
261403 - Morris had some helpful comments, per our discussion on 940114,
261404 - ref SDS 22 2223; I called him at home to continue the dialog.
261405 -
261407 -  ..
261408 - SDS and POIMS Conflict with Common Sense
261409 -
261410 - Morris is still discounting value of SDS based on experience with
261411 - other systems and methods, but at least today he began thinking about
261412 - it carefully.  This identifies significant sales resistance:
261413 -
261414 -      Generally, not having used SDS, he finds the "promise of POIMS"
261415 -      incredible (see  ref SDS 5 8930), because it conflicts with his
261416 -      experience, which is the source of "common sense."
261418 -       ..
261419 -      Analysis of management details in SDS records is counterintuitive
261420 -      because it is the opposite of the way executives work to expedite
261421 -      by listening to problems and telling people what to do, and by
261422 -      asking for "the big picture" and "the bottom line," as stated at
261423 -      ref OF 1 5683.  Working everyday in this manner creates constant
261424 -      crisis which provide ample experience to form a solid common
261425 -      sense perspective that the need to "expedite" the work justifies
261426 -      not performing the analysis needed to avoid crisis.
261427 -      ..
261428 -      Common sense and limited time hide the fact that analysis
261429 -      is needed to overcome weaknesses of human mental biology,
261430 -      ref SDS 3 4456.
261431 -
261433 -       ..
261434 -      Leadership with Broader Vision - Take Quantum Leap
261435 -
261436 -      This leaves the question of how to create credibility?  The only
261437 -      thing I can think of is actual experience and/or testimonials
261438 -      from credible sources.
261439 -
261441 -  ..
261442 - Submitted ref DIT 1 0001 to confirm understandings and support further
261443 - analysis, included sample SDS brochure.
261444 -
261446 -  ..
261447 - Follow Up
261448 -
261449 - Need to get him to prepare written analysis after he gets experience
261450 - with what SDS does, per ref DIP 2 0001.
261451 -
261452 - I offered to assist him in getting started using SDS by spending a few
261453 - days capturing the record of his work, along the lines of my offer to
261454 - Kwan Henmi, ref SDS 21 line 50, so we can jump start his understanding
261455 - of POIMS and use of SDS.
261457 -  ..
2615 -
2616 -
2617 - Discussion
261801 -  ..
261802 - Product Definition
261803 -
261804 - He offered good ideas on changing the scope statement into a marketing
261805 - appeal.
261806 -
261807 -      Actually, the purpose of the scope statement is for us to figure
261808 -      out what POIMS and SDS should and does accomplish, i.e. define
261809 -      the product and vision.
261811 -       ..
261812 -      In a way, this was a mixed dialog because we discussed what POIMS
261813 -      is, what SDS does, and then what to tell others about it.
261815 -       ..
261816 -      Presently I am sending the SDS & POIMS scope statement mainly to
261817 -      project management "experts", folks who write in PMI and so speak
261818 -      in more arcane terms than most prospective customers.
261819 -
261820 - ..
261821 - His general observations are that the terminology is not
261822 - adequately explained and the material is not organized well enough.
261824 -       ..
261825 -      Technology Has Focused Ideas, New Terminology
261826 -
261827 -      If we are presenting a new technology, then it would seem to
261828 -      require offering some new terms and ideas.
261829 -
261830 -           Morris objects to using "technology" because he feels it
261831 -           connotes machines like a computer, automobile, radio,
261832 -           washing machine, and so on.
261833 -
261834 -              [On 990527 review of book "The Innovator's Delimma"
261835 -              defins "technology". ref SDS 30 0738]
261837 -            ..
261838 -           Upon discussion, he seemed to agree that CPM is a "planning"
261839 -           technique, and that similarly POIMS encompasses a body of
261840 -           related "management" techniques:
261841 -
261842 -                           Time
261843 -                           Information
261844 -                           Contacts
261845 -                           Documents
261846 -                           Objectives
261847 -                           Computer Files and Programs
261848 -
261849 -           ..
261850 -           It does not seem too great a stretch to say
261851 -           "technology" is "a body of related techniques," and thus,
261852 -           POIMS technology implements management and computer hardware
261853 -           and software technologies.  Information Technology (IT),
261854 -           seems to encompass this idea, which is the subject of the
261855 -           entire DB/Expo 94, in May, at Moscone Center in SF.
261856 -           ..
261857 -           Peter Drucker defines "technology" this way:
261858 -           
261859 -              Technological leadership is clearly desirable, especially
261860 -              if the term "technology" is used in its rightful sense as
261861 -              applying to the art, craft or science of any organized
261862 -              human activity.
261863 -
261864 -           ...on page 69 in his book "The Practice of Management,"
261865 -           Harper & Brothers Publishers, copyright 1954, by Peter F.
261866 -           Drucker, Modern Asia Edition, Tenth printing, 1969
261868 -            ..
261869 -           Drucker calls the multiplication table a "technology."
261871 -            ..
261872 -           Drucker's book on Management: Tasks, Responsibilities,...
261873 -           was reviewed on 931110. ref SDS 16 1504
261874 -
261875 -              [On 990527 review of book "The Innovator's Delimma"
261876 -              defines "technology". ref SDS 30 0738]
261877 -      ..
261878 -      Another way to think of POIMS as a "technology" is to
261879 -      analogize to os2 and Windows as multi-tasking programs.  SDS is
261880 -      an...
261882 -  ..
261883 -
261884 -                      integrating-tasking program
261885 -
261886 -           ...this is much different from a suite of programs that are
261887 -           sold together, or which permit passing some information
261888 -           between different applications using Cut & Paste.
261889 -
261890 -           "Integration" means the work of one task supports the work
261891 -           of another task.
261893 -       ..
261894 -      Would be nice to get his impressions on this point.  What more
261895 -      should be we be doing to create a "new" technology?
261897 -  ..
261898 - Morris commented that the language in the POIMS paper sounds like a
261899 - legal brief.
261900 -      ..
261901 -      I guess I agree with that, because it is intended to
261902 -      explain the intent and scope of POIMS, how I think SDS implements
261903 -      it and why that is helpful to people.
261904 -
261906 -  ..
261907 - Marketing Criteria
261908 -
261909 - He noted sales material should appeal to an identifiable need, want or
261910 - enhance prestige.
261911 -
261912 -      We considered that SDS improves the ability to think, remember
261913 -      and communicate which provides enhanced command of knowledge and
261914 -      ideas and that this improves management productivity which over
261915 -      time results in higher earnings.
261917 -       ..
261918 -      Morris feels this is not a credible claim, but does not know why
261919 -      other than to say that we cannot show studies to prove the
261920 -      contention.  Can we show studies that show learning to read and
261921 -      write improves the ability to think, remember and communicate.
261922 -
261923 -          [On 950223 demand for cost benefit study prevents trial of
261924 -          Communication Metrics. ref SDS 27 5567]
261926 -           ..
261927 -          [On 990527 disruptive technologies are unexplainable, require
261928 -          initial faith to establish benefits. ref SDS 30 9711]
261930 -           ..
261931 -          [On 990527 disruptive technologies require experimentation to
261932 -          discover value added. ref SDS 30 7372]
261933 -      ..
261934 -      We do not want to wait 30 years while the market discovers
261935 -      it is a credible claim.
261937 -       ..
261938 -      Morris correctly observed that SDS is a product that managers can
261939 -      grow into over a 30 year career.
261940 -
261942 -  ..
261943 - He thinks the introduction should be more like the top of the 2nd page
261944 - where we state POIMS comprises a body of key management practices
261945 - that are applied through automated integration.
261946 -
261947 -      I agree with this idea.  Actually, the present language which was
261948 -      added at ref SDS 18 line 28, says at ref OF 1 line 17:
261949 -
261950 -           The Schedule Diary System (SDS) solves this paradox using
261951 -           POIMS technology for consistent application of sound manage-
261952 -           ment practices to plan, communicate and follow up. Personal
261953 -           experience becomes a powerful strategic resource.
261954 -
261955 -
261956 -      ...since most managers need and want to "plan, communicate and
261957 -      follow up", this seems to make a sound appeal, and meets Morris'
261958 -      25 word standard, although we might make it a separate paragraph.
261959 -      "Communications" was developed at ref SDS 20 line 50; and
261960 -      "experience" as "strategic resource" arose at ref SDS 19 line 57.
261961 -      See also ref SDS 12 line 68 on making money.
261962 -
261964 -       ..
261965 -      POIMS Integrates Planning, Performing and Reporting
261966 -      Better Management Requires Balance Harmony of Work Processes
261967 -
261968 -      The general claim that technology can improve management is
261969 -      supported by a simple schematic showing key ingredients of
261970 -      management....
261971 -
261972 -                    people          process           time
261973 -
261974 -      ...in POIMS, ref OF 1 015M  These catagories are broken down in
261975 -      listings that show daily management is a highly complext craft.
261976 -      ref OF 1 6011
261978 -       ..
261979 -      Details of management are processed by human intelligence that
261980 -      converts information from daily experience into useful knowledge
261981 -      and ideas, as explained in POIMS, ref OF 1 6649, and illustrated
261982 -      by a diagram. ref OF 1 1116
261983 -           ..
261984 -           We cannot give people the "experience of SDS" in
261985 -           words, but our presentation may engender confidence in our
261986 -           competence and thereby faith to try our ideas.
261987 -      ..
261988 -      Morris does not understand how SDS supports "planning"
261989 -      shown in the management cycle, discussed below. ref SDS 0 0585
261990 -      He feels computers are not a good tool for "communications"
261991 -      although he uses email all the time for this.
261993 -       ..
261994 -      Having not had the experience of managing computer files based on
261995 -      organizational objectives through the SDS Subject Index, he is
261996 -      unable to guage how much the procedure improves conventional
261997 -      email and other practices using the software programs he likes.
261999 -           ..
262000 -          Harmony Enables Synergy for Tasks to Support Other Tasks
262001 -
262002 -          Morris asked what is meant by "harmony" in POIMS, ref OF 1
262003 -          8559, which suggests he does not understand the SDS design
262004 -          for the computer to enable a range of good management tasks
262005 -          so that each supports the other. ref OF 1 0858
262007 -           ..
262008 -          Morris understands good design for microprocessors to build a
262009 -          computer, but finds it difficult to grasp that designing
262010 -          software features that work harmoniously together for aiding
262011 -          work practice, commonly called "integration," is the key for
262012 -          improving management productivity, as explained below
262013 -          discussing "synergy." ref SDS 0 V8EW
262014 -          ..
262015 -          This perspective overlooks Intel's point on 910418 that
262016 -          computers can only improve productivity of management by
262017 -          software engineers thinking through scenarios that improve
262018 -          productivity. ref SDS 6 UT7F
262020 -           ..
262021 -          Morris asked if "POIMS" is a marketing gimmick?.
262023 -           ..
262024 -          Many people without experience using SDS feel that technology
262025 -          cannot improve management.  This is expressed as "I don't
262026 -          want to be stuck behind a computer." see POIMS, ref OF 1
262027 -          20EH,
262028 -
262029 -          "My job is management not typing and data entry."
262031 -  ..
262032 -          POIMS offers significant marketing potential for explaining
262033 -          advantages of harmony and synergy in balancing thinking and
262034 -          doing work, and is underlain by substantive concepts for
262035 -          strengthening human intelligence, as shown by research on...
262036 -
262037 -            Human mind reasons by stories.......900303, ref SDS 3 3016
262038 -            Memory of history key to reasoning..900319, ref SDS 4 0005
262039 -
262041 -  ..
262042 - I wonder if the sales material we send to non-experts, more closely
262043 - accomplishes the above objectives?
262044 -
262045 -      This is answered in part by Morris' feeling that "The Art of
262046 -      Management" is a non-starter.
262047 -
262048 -
262049 -
262050 -
262051 -
262052 -
262053 -
2621 -

SUBJECTS
Automated Integration applying SDS/POIMS
Continual Learning
Lift Capacity to Think, Remember,
Management Productivity Can Only Be
Critical Mass of Management Practices Must
Management Cycle, Automate & Integrate to
Technology Applied to SDS & POIMS
Design Unique Communication Metrics
New Way Thinking Through Writing Write Story to Construct Meaning Con
Action Items Drawn from Analysis Alignment Subjects Context
SDS Design Shocking Conflicts Common Sense Traditional Practice Organ
Unique New Way of Working SDS Advantages

6014 -
601501 -  ..
601502 - Automating Management Cycle
601503 - Synergy of Multiple Work Practices Worked Together
601504 -
601505 - Initially, Morris seemed to recognize the core concept that much of
601506 - of "management" can be viewed as a process of...
601507 -
601508 -
601509 -                            Plan
601510 -
601512 -             ..
601513 -            Report                          Perform
601514 -
601515 -
601516 - ...which supports self-interest dynamics for capturing daily
601517 - experience, as a continuous Knowledge Space, explained in POIMS.
601518 - ref OF 1 6649
601520 -  ..
601521 - Morris asked how SDS "automates" the management cycle better than he
601522 - can do using pen and paper, or a wordprocessing program, 3 x 5 cards,
601523 - and more secretaries, per our meeting on 940114? ref SDS 22 6295
601525 -  ..
601526 - This subject was reviewed on 930308. ref SDS 13 0001
601527 -
601528 -     [On 001219 steps using SDS for new way of working. ref SDS 37 QT6F
601529 -
601530 -     [On 010425 Morris feels SDS use cases are a "utopia" compared to
601531 -     using conventional tools and methods. ref SDS 38 EP7F
601533 -  ..
601534 - POIMS technology explains this point. ref OF 1 1104,
601535 -
601536 -     The fact that Morris has never done this is evidence it cannot
601537 -     likely be done with other methods.  Lawyers spend a lot of money
601538 -     in discovery, yet never assemble a record close to the environment
601539 -     provided by SDS for accessing chronologies of cause and effect
601540 -     based on context.
601541 -     ..
601542 -     Justice Mosk noted this in a meeting on 911130. ref SDS 9
601543 -     P15J
601544 -
601545 -       [On 001116 SDS shows self evident benefits of "automatically"
601546 -       using sound management practice. ref SDS 36 0001
601547 -
601548 -       [On 000831 SDS trade secrets listed. ref SDS 35 IW5G
601550 -  ..
601551 - Morris asked what is different or unique about SDS?
601552 -
601553 -     Morris has previously explained how SDS is unique and helpful...
601554 -
601555 -       1.  On 910810 Morris attributed SDS with a breakthrough "hybrid"
601556 -           design that provides dynamic integration of relational data
601557 -           base with the organizational advantages of hierarchal
601558 -           structure, ref SDS 7 7793, reflecting earlier comments on
601559 -           890809. ref SDS 2 8211
601560 -
601561 -               [On 031215 Gary Johnson listed elements of SDS that
601562 -               comprise both hierarchial and relational data base
601563 -               design. ref SDS 40 GN5J
601565 -            ..
601566 -       2.  On 911123 Morris explained that SDS helps record, assemble
601567 -           and analyse facts and ideas about events to guide decision
601568 -           making, plan the work and follow up to ensure plans are
601569 -           carried out. ref SDS 8 0477  He also said this is much
601570 -           different from the way other executives work. ref SDS 8 4930
601571 -
601572 -             [On 990625 Fortune reported successful executives use
601573 -             methods supported by SDS to capture the record, but most
601574 -             do prefer not to do this. ref SDS 31 1024]
601576 -              ..
601577 -             [On 010425 SDS utopia compared to using other methods
601578 -             because everything is always in the right place at the
601579 -             right time. ref SDS 38 EP7F
601581 -      ..
601582 -     SDS records can be "automatically" opened from a schedule by
601583 -     presssing a button.  "Planning" records list needed information
601584 -     "automatically" from prior related tasks, and give instant access
601585 -     to information "automatically" by pressing a button for developing
601586 -     strategy, and an agenda.
601588 -      ..
601589 -     "Planning" records can be "automatically" converted into diary
601590 -     "reports" in order to both "perform" the work and also creating a
601591 -     record of what was done, as explained in the discussion with Anne
601592 -     Bevington on 930921. ref SDS 14 3940   This makes "reporting" an
601593 -     inherent aspect of "performing" management work.
601594 -
601595 -          "Performing" and "reporting" are "automated" by the data
601596 -          entry tools in combination with the planning support
601597 -          described above.
601598 -
601600 -      ..
601601 -     These "automatic" features cannot be accomplished by any other
601602 -     means.  We can open a prior memo in a wordprocessing program and
601603 -     use some of its contents to do a follow up memo, but that has
601604 -     about the same alacrity relative to recycling SDS records, as
601605 -     saying that plowing a field with a horse is similar to using a
601606 -     tractor.
601607 -
601608 -           SDS automates tasks that facilitate human thinking, also
601609 -           called "intelligence" that converts information into useful
601610 -           knowledge, as explained in POIMS. ref OF 1 0561  It is not
601611 -           intended to replace nor otherwise "automate" human thinking,
601612 -           The popular notion of "artificial intelligence" that makes
601613 -           decisions for people is not part of POIMS, because as noted
601614 -           in the record on 900303 it cannot be accomplished in a
601615 -           manner that is useful to daily management. ref SDS 3 3002
601617 -      ..
601618 -     SDS Offers Advantages Over Conventional Methods
601619 -
601620 -
601621 -         1.  Schedule, Diary, Documents, Contacts integrated
601622 -         2.  Links between scheduled tasks and diary precedents.
601623 -         3.  Citations to prior events and authority, per legal briefs
601624 -         4.  Alignment with history, analysis and original sources
601625 -         5.  Instant access to experience through the diary
601626 -         6.  Multiple subjects and segments for continuous information
601627 -         7.  Organic Subject Structure, develop, maintain, apply
601628 -         8.  Flexible record length for narrative and outline
601629 -         9.  Documents linked to diary context.
601630 -        10.  Document Management
601631 -             ..
601632 -             SDS improves by an order of magnitude conventional
601633 -             information management using computers, filing cabinets
601634 -             and other methods.
601635 -
601636 -                [On 000709 Bill DeHart at PG&E noted this SDS advantage
601637 -                to organize information in a natural way that fits the
601638 -                way people think. ref SDS 34 1029
601640 -              ..
601641 -        11.  Follow up and Action Item system
601642 -        12.  Reporting on subjects, documents, contacts
601643 -        13.  Intelligence anytime, anywhere on Internet
601644 -
601646 -      ..
601647 -     Synergy of Automating and Integrating Management Tasks
601648 -
601649 -     The synergy of these features, unique to SDS, improves management
601650 -     productivity.  This particular record shows how "information" can
601651 -     be converted into useful "knowledge" by connecting cause and
601652 -     effect over time, as explained on 931008 ref SDS 15 9995  On
601653 -     900303 review of AI shows human mind connects stories over time
601654 -     into chronologies as an "intelligence" process to produce knowlege
601655 -     of cause and effect. ref SDS 3 3016.
601657 -      ..
601658 -     Since SDS is the only environment that supports this process, I
601659 -     conclude there is no meaningful competition for SDS with respect
601660 -     to "automating" the management process.
601661 -
601662 -         [On 000425 knowledge management is a secret of SDS.
601663 -         ref SDS 33 1904
601665 -          ..
601666 -         [On 010924 Morris made this point again. ref SDS 39 NK4J
601667 -
601669 -      ..
601670 -     Experience Only Path to Knowledge
601671 -     Long Way Around Short Way There Paradigm Shift is Hard to Sell
601672 -     Book Learning Not Enough Time Water to Fetch, Wood to Chop
601673 -
601674 -     Morris needs experience creating SDS records that pertain to his
601675 -     work, so he can look something up.  Then he can determine whether
601676 -     investing intellectual capital to create organizational memory
601677 -     justifies the cost.
601678 -
601679 -         This is like getting someone to try "book learning" who has a
601680 -         lot of wood to chop, water to fetch, and crops to harvest.
601681 -         They are too busy to learn skills for making chain saws,
601682 -         pumps, pipelines, and harvesters.
601684 -        ..
601685 -       [On 950204 reviewed challenge of discovering long way around is
601686 -       the short way there. ref SDS 26 RT3K
601688 -        ..
601689 -       [On 960501 discussed challenge of investing intellectual capital
601690 -       to get more done, when people are busy. ref SDS 28 PB8J
601692 -        ..
601693 -       [On 990505 same point discussed with Jason Yuen at SFO.
601694 -       ref SDS 29 8712
601696 -        ..
601697 -       [On 000227 resistance to adding intelligence to management was
601698 -       reviewed with Doug Engelbart's OHS/DKR team meeting at SRI.
601699 -       ref SDS 32 X84N
601700 -
601701 - ..
601702 - Morris feels "plan" is misused, because he applies it in the
601703 - context of network diagramming to identify causal relationships for
601704 - future macro management tasks, as occurs in CPM scheduling.
601706 -  ..
601707 - He said people do not "plan" a phone call, letter or meeting, they
601708 - just show up and start talking or writing.
601709 -
601710 -     On 890809 Morris complained that better listening is needed to
601711 -     understand accurately and follow up in order to make good
601712 -     communication skills effective. ref SDS 2 CJ9J  On 921127 Morris
601713 -     complained that managers need early recognition (proactive
601714 -     identification) and tracking of seemingly inconsequential details
601715 -     that turn out to be major problems. ref SDS 11 0674  SDS helps
601716 -     people recognize small details, as a result of the process of
601717 -     capturing the record, also called "reporting" in POIMS.
601718 -     ref OF 1 2300  The SDS record structure makes it fast and easy to
601719 -     integrate a larger share of small, but important, details into
601720 -     planning, as seen by this record.
601721 -     ..
601722 -     Second, "planning" is organic, like "objectives," and so
601723 -     occurs along a continuum for different levels of detail.  SDS
601724 -     "planning" covers the many small tasks (calls, meetings, analysis
601725 -     - see the record on 900507 explaining the poem about for want of a
601726 -     nail a shoe was lost, etc., ref SDS 5 8930), that never show up on
601727 -     a CPM chart, but are needed to accomplish the "activities" in the
601728 -     CPM network "plans" and cost budgets, per our discussion at his
601729 -     office last week on 940114. ref SDS 22 2223
601730 -
601731 -
601733 -  ..
601734 - Think, Remember & Communicate
601735 -
601736 - This is a section we discussed previously at ref SDS 22 6295
601737 -
601738 -
601739 -
601740 -
6018 -

SUBJECTS
Objectives (related to "subjects", biology)
Subjects, Hierarchial Categories
Objectives, Identifying, Correlating
Subject Index, 910906
Organize Complexity of Life/Management

6607 -
660801 -  ..
660802 - Management By Objectives
660803 -
660804 - Morris cited products that "automate" MBO practices by alerting others
660805 - to tasks, assigning priority, and rescheduling networked future tasks
660806 - based on current decisions.
660807 -
660808 -     I explained the distinction between the POIMS concept of automat-
660809 -     ing MBO and what he described, in that MBO is fundamentally about
660810 -     setting and applying organizational objectives.
660812 -      ..
660813 -     The tools Morris cites (and seems to have tried), intend to apply
660814 -     macro planning techniques like WBS and CPM, with conventional time
660815 -     management techniques.  I believe these are not as successful as
660816 -     they could be, because they create more information that is not
660817 -     readily integrated in the workstream of users.  SDS does this.
660818 -     ..
660819 -     SDS "automates" the creation, maintenance and application of
660820 -     organizational objectives through the Subject Index, as explained
660821 -     in Help and in the scope statement at ref OF 1 line 263.  Work-
660822 -     ing with it reveals how SDS implements MBO.
660823 -
660824 -
660825 -
660826 -
660827 -
6609 -

SUBJECTS
Difficult to Understand
Metrics
Accounting Analogy

7005 -
700601 -  ..
700602 - Morris did not understand the idea at ref OF 1 line 325, that:
700603 -
700604 -           SDS is a "double entry" check of daily impressions that
700605 -           reveals the future by understanding the past.
700606 -
700607 -
700608 -    ...which was added at ref SDS 19 line 60.  I explained "double
700609 -    entry" refers to the process set out in the previous paragraphs of
700610 -    providing an environment to write out our understandings to shape
700611 -    and preserve them, as I am doing now, rather than simply going to
700612 -    the next meeting, or taking the next phone call.  It differs from
700613 -    present practice or means by providing instant access to original
700614 -    sources to expedite checking and linking to form new knowledge.
700615 -
700616 -
700617 -
700618 -
7007 -

SUBJECTS
Talking & Listening is Fast and Easy
Scratch SDS Starts with Prior Work

7204 -
720501 -     ..
720502 -    Writing = Marketing Hurdle
720503 -
720504 -    Morris seems strongly averse to writing because it requires
720505 -    specialized skills.  He said Chips hires writers, but they are
720506 -    involved in the details of daily work.
720507 -
720508 -    I explained that writing in SDS is intended initially to figure out
720509 -    what we, as engineer, marketing manager, or executive "understand,"
720510 -    i.e. to discover, shape and craft our understanding, as a first
720511 -    order "metric" of communication, explained in the Cal Tech seminar
720512 -    on 921021 on why managers ignore the record, ref SDS 10 7486, also
720513 -    review of Campbell's book on cognition, explaining the mind thinks
720514 -    by building stories, and so writing is an objective way to shape
720515 -    human thinking constructively. ref SDS 3 3016  Writing down in SDS
720516 -    what we think happened, reveals our thoughts, and provides the
720517 -    chance to sharpen understanding, as discussed in our meeting on
720518 -    940114. ref SDS 22 2223 and ref SDS 22 6295
720519 -    ..
720520 -    In addition to the points in the scope statement at
720521 -    ref OF 1 line 213, we need to present a new notion of secretarial
720522 -    support as a source to capture much of the record, so the busy
720523 -    executive can focus primarily on using the record.
720524 -
720525 -         Unfortunately, this directly conflicts with a core POIMS
720526 -         concept that writing in the SDS environment, spurs creativity,
720527 -         ref OF 4 line 58.  Our point would be that each manager can
720528 -         decide how to implement the capability.
720530 -     ..
720531 -    Speech data entry which is reported in OS2 Professional to permit
720532 -    natural voice rythym, ref SDS 24 line 182, is also a possible
720533 -    solution, although Morris indicated viability still has a long way
720534 -    to go, ref SDS 22 line 399.
720535 -
720536 -
720537 - ..
720538 - Command & Control of the Record
720539 -
720540 -    He generally liked this section and recommends moving it to the
720541 -    front of the document, as the lead.
720542 -
720543 -
720544 -
7206 -

SUBJECTS
Email Applications
Document Management Systems

7904 -
790501 -  ..
790502 - Document Control
790503 -
790504 -
790505 -    He generally liked this section, but noted it would be more helpful
790506 -    if documents owed from others could somehow be entered by the
790507 -    sender, rather than rely on the recipient to post this.
790508 -
790509 -         I believe this is incorrect, though it in part reflects the
790510 -         distinction between internal and external management.  Within
790511 -         an organization, people feel they need a means to affirmative-
790512 -         ly demand a response, whereas in external management, the mere
790513 -         receipt of a letter giving notice of damage, creates a legal
790514 -         duty for such response.
790515 -         ..
790516 -         I think the critical point is to have a reliable way for
790517 -         one party or the other to be automatically alerted.  In the
790518 -         final analysis, nothing can force anyone to do something.  The
790519 -         major cause of failure is oversight, rather than willful
790520 -         refusal to perform.
790521 -
790522 -         I would expect that systems (email is an example) that place
790523 -         things to do in someone else's schedule, do not work as well
790524 -         as advocates might hope, because they are discounted by the
790525 -         recipient.  People act in their interests, and the person who
790526 -         wants the response gen- erally has the greater interest.
790527 -         Since SDS covers both sides of the equation, issued and
790528 -         received, it is a decided advance in accomplishing the
790529 -         objective of getting things done.  More- over, there are at
790530 -         least four different ways by which to be alerted in SDS:  Doc
790531 -         Log, SDS follow up task, Highlighting, and Electronic
790532 -         "In-Basket."  These are very effective.
790533 -
790534 -
790535 -
790536 -
790537 -
7906 -

SUBJECTS
Difficult to Understand
Promise of POIMS v. Power of POIMS
Computers not used for management
Conflict with Existing Methods
Credibility - No Faith

8507 -
850801 -  ..
850802 - Better Coordination
850803 -
850804 - Morris said he cannot envision how coordination would be improved if
850805 - he and 5 or 6 colleagues or 500 people around the world were using
850806 - SDS.
850807 -
850808 -      This requires gaining experience using SDS in order to see how
850809 -      having a body of SDS records accessible by chronology by User,
850810 -      subject, etc., is a much more supple coordinating tool than
850811 -      methods with which he is familiar, as explained at ref OF 1 line
850812 -      170.
850813 -
850814 -          [On 990527 disruptive technologies require experimentation to
850815 -          discover value added. ref SDS 30 9711]
850816 -
850817 -
850819 -  ..
850820 - Pricing Put Last
850821 -
850822 - He recommends putting this on the last page, rather than the first.
850823 -
850824 -     I actually remove this in some mailings, and in others, I send
850825 -     only the 1st page, and sometimes page 2.
850826 -
850827 -
850828 -
8509 -
Distribution. . . . See "CONTACTS"