THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: February 2, 1994 12:16 PM Wednesday;
Rod Welch
Called Denis re support for SDS management data entry.
1...Summary/Objective
......Comment
2...Recycling Intellectual Capital Difficult to Grasp
........Comment
..............
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CONTACTS
0201 - Kwan Henmi Arch & Planng 415 626 6766 fax 5231
020101 - Mr. Denis Henmi; Principal
SUBJECTS
Kwan Henmi, Support
Capturing and using the "record"
Learning period/difficulty, SDS Not Intuitive
Computers Not User for Management
Fisheries Center, Port of SF
Listening & Dialog Inadequate, Need
Communication Manager Why Needed, What Does
1209 - ..
1210 - Summary/Objective
1211 -
121101 - Follow up discussions to provide support for using SDS, per ref SDS 2
121102 - line 49. Scheduled me to attend meeting to demonstrate SDS process
121103 - of capturing the record.
121104 -
121105 - Talked to receptionist. Denis is at lunch, she will ask him to call
121106 - when he gets back.
121107 -
121108 -
121109 -
121110 -
1212 -
1213 -
1214 - 1434 called Denis back
1215 -
121501 - I asked if he really wants to work at improving data entry, for
121502 - meetings, phone calls and discussions around the office, or if he
121503 - would like to set this project aside to a future time?
121504 - ..
121505 - Denis said he wants to proceed, but has been uncertain about
121506 - whether he should observe me using SDS for my work, or whether I
121507 - should show how he can use SDS for his work. We considered the
121508 - analysis on this point from ref SDS 2 line 55, and decided the second
121509 - approach is the best.
121510 -
121511 - Denis said he has been concerned that I would be typing on the key-
121512 - board during meetings, and this would be socially troublesome to some
121513 - attendees, who are clients, and distracting. I explained that I don't
121514 - do that, but take conventional notes, and often just listen.
121515 -
121516 - Comment
121517 -
121518 - This misperception of how SDS is applied in meetings, has
121519 - evidently been a major concern for a long time, and inhibited
121520 - progress on this subject/objective.
121521 - ..
121522 - Eventually, after a rapport is reached with a particular
121523 - group one might in fact type during meetings, and use the record
121524 - on-line to guide discussions, look up needed information. But
121525 - that comes after a project is established, and everyone knows
121526 - each other, and getting a project award is not at issue.
121527 -
121528 -
121529 - After we resolved this matter, Denis said he wants me to sit in on a
121530 - meeting Friday, 940204, at 1000, at:
121531 -
121532 - Sedway Assocaiates
121533 - Embacadero #3
121534 -
121535 -
121536 - ...I will meet him in Sedway's lobby.
121537 -
121538 -
121539 - ..
121540 - He has another possible meeting in the afternoon on a housing
121541 - project he is starting.
121542 -
121543 -
121544 - ..
121545 - Recycling Intellectual Capital Difficult to Grasp
121546 -
121547 - Denis said he is getting better at capturing the record of phone calls
121548 - and important discussions in the office. He is not using prior
121549 - records, and often has not had time to create links, which he would
121550 - like to do. He is not using the citation feature, but knows it is
121551 - there, and wants to incorporate it into his business practice.
121552 -
121553 - He said he is entering contact information and subjects, so he is
121554 - able to assemble records and/or find them when he needs them.
121555 -
121556 - Comment
121557 -
121558 - Need to show him he can use these same procedures to find
121559 - prior related events to make new tasks, instead of using F1.
121560 -
121561 -
121562 -
1216 -
SUBJECTS
Kwan Henmi, Support
Capturing and using the "record"
Executive Support
Capturing the Record
Writing Notes Twice
Writing Improves Creativity, SDS Synergy
1809 - Summary/Objective
1810 -
181001 - I explained the need to develop support within his organization so
181002 - Denis can get his notes from meetings entered in the record. This
181003 - provides an opportunity at subsequent times for him to better use the
181004 - notes, and to flesh out and link up the notes, as he deems necessary.
181005 - It always turns out that correlations are discovered later, that are
181006 - not apparent initially.
181007 -
181008 - He feels his secretary, Jennel, would be a good choice for this, but
181009 - she plans to leave the firm in a few months, because she lives in the
181010 - East Bay, and does not like commuting across the Bay Bridge. I
181011 - suggested he discuss with Jennel her trying to enter Denis' notes
181012 - during the time she is still with KH, so we can get some experience
181013 - with the practice. See what works and what does not. So when the new
181014 - person is hired, there will be some tested ideas on how to accomplish
181015 - executive support with SDS.
181016 - ..
181017 - Denis asked if I know of anyone who do the secretarial job and
181018 - has SDS experience. I mentioned Kathleen, but that her commute from
181019 - Tachoma would be even harder than Jennel's from the East Bay.
181020 -
181021 -
181022 -
181023 -
1811 -
Distribution. . . . See "CONTACTS"