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


S U M M A R Y


DIARY: February 27, 1994 09:30 AM Sunday; Rod Welch

Improved SDS & POIMS scope statement.

1...Summary/Objective
......Farming Paradigm Shift of Investing
2...Feel Good Management
......Leadership Cycle Push, Pull, Prod, Wait, Try Again
......Lack of Understanding Leads People Down Wrong Path
......Empathic Listening Seeks Understanding on the Cheap


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

SUBJECTS
SDS Marketing, Advertizing
SDS & POIMS specification/Graphics
POIMS definition
Feel Good Management - Social Constraints
Investing Intellectual Capital
POIMS, the Art of Automated Management for
Empathic Listening, Covey
Farming model for Investing
Push Pull Prod Wait Overcome Resistance New Methods Avoid Alienating
Farming Deferred Rewards Invest Instead of Consume, Cooperate Instead

1312 -    ..
1313 - Summary/Objective
1314 -
131401 - Follow up ref SDS 12 0000.
131402 -
131403 - Minor editing and added citations, spell check.
131404 -
131405 - Incorporate concept of "Controllable Action Items" to the section on
131406 - Integrated Scheduling and Reporting.
131407 -
131408 - Added section on "Leadership" to explain role of speech in management.
131409 -
131410 -
1315 -
1316 -
1317 - 00029
1318 -
131801 - Line 38 - added another space below the graphic, so it does not look
131802 - cramped.
131803 - ..
131804 - Line 187 - Convert Plans into Action, changed this to
131805 - incorporate the explanation that "linkages" are useful to look up why
131806 - and what happened.
131807 -
131808 - Line 118 - Made slight modifications in explaining the professional
131809 - practices applied by POIMS.  The main change was adding to item 5, the
131810 - banking practice of investing, which is a key ingredient of POIMS.
131811 - To make everything fit, changed the margins slightly.
131812 -
131813 -
131814 -       ..
131815 -      Farming Paradigm Shift of Investing
131816 -
131817 -      The concept of "investing" seems to have come from the idea of
131818 -      farming, which is a classical paradigm shift.  Instead of taking
131819 -      from the land, people began putting things into the land in
131820 -      expectation of getting more out at a future time.
131821 -
131822 -      Farmers who care for their investment, nurture it, water it, can
131823 -      increase the value of the initial investment.  That is the idea
131824 -      of SDS records.  We don't put everything in all at once.
131825 -
131826 -      Applied investing paradigm at...
131827 -
131828 -               ref OF 2 0793
131829 -               ref OF 2 9878
131830 -               ref OF 2 0668
131831 -               ref OF 2 0504
131832 -               ref OF 2 3084
131833 -               ref OF 2 2777
131834 -
131835 -          [On 940621 applied to prepare for presentation at PMI
131836 -          Symposium. ref SDS 13 757G
131837 -
131838 -          [On 950426 used farming analogy, to illustrate idea of people
131839 -          "foraging" and "grazing" on endless information. ref SDS 14
131840 -          4404
131841 - ..
131842 - Line 256 - Reporting, modified this to include the idea that
131843 - "documentation" that is used for writing is slow and "bureaucratic."
131844 -
131845 - Line 310 - Integrated Scheduling & Reporting, added the idea of
131846 - Controllable Action Items, as the process of converting Scheduled
131847 - tasks into Diaries and Diaries into Scheduled tasks.  This is not
131848 - really the idea of "Controllable Action Items," but is close enough
131849 - for this presentation.  CAIs are simply getting something into the
131850 - Schedule so it has visibility, that is linked to something that
131851 - happened.  CAIs are also the Alt F10 follow up marks in Diary records
131852 - that get into the SAA, and the SDS reports:
131853 -
131854 -        Subject
131855 -
131856 -           Summary shows one level of visibility
131857 -           Full extracts the portion of interest
131858 -        ..
131859 -        Contacts
131860 -
131861 -        Files & Documents in Ref field
131862 -
131863 -        Documents & Publications
131864 -
131865 -
131866 -
131867 - Line 352 - People Knowledge & Ideas, added citation to page 9.
131868 -
131869 - Line 392 - Documents, added citation to page 5 "Report".  There was
131870 - also slight differences in the language between the text development
131871 - file and the print file.  I fixed this.
131872 -
131873 - Line 446 - MBO, made citation to page 5 "Report" and other minor
131874 - changes.
131875 - ..
131876 - Line 514 - added citation to "Report" and "Documentation."
131877 -
131878 - Line 657 - Objections, changed "Quality Circles" to just
131879 - "discussions."
131880 -
131881 - Line 678 - modified slightly the para on "planning" so we could cite
131882 - page 4 and 10.  Page 4 has the SDS scenerio, and page 10, explains
131883 - that people cannot remember the past very accurately.
131884 -
131885 -
131886 -  ..
131887 - Feel Good Management
131888 -
131889 - Leadership, added this tonight as another entire page, to explain the
131890 - relationship between SDS and conversation.
131891 -
131892 - I hit this hard as an element of "Feel Good" management under
131893 - "Objections" at ref OF 2 4079, and "Business Life is Complex" at line
131894 - ref OF 1 1115, and so needed to address this because it is a dominant
131895 - aspect of managers who feel their primary skill is being able to talk
131896 - others into doing things.
131897 -
131898 -       ..
131899 -      Leadership Cycle Push, Pull, Prod, Wait, Try Again
131900 -
131901 -      Applied ideas from working at DNRC on 920110, about challenge of
131902 -      leadership to help people try use methods they do not understand,
131903 -      and so resist, ref SDS 2 4839, long enough for them to discover
131904 -      benefits.  On 920128 reviewed this idea with Director of DNRC.
131905 -      ref SDS 3 1199
131906 -
131907 -      Developed explanation of leadership as push, pull, prod, wait,
131908 -      try again. ref OF 2 8556
131909 -
131910 -           [On 950915 explained need for leadership. ref SDS 15 4930]
131911 -
131912 -           [On 990505 executive "attitudes" need to change in order to
131913 -           improve communication. ref SDS 16 4732]
131914 -
131915 -           [On 990625 CEOs need leadership to avoid damaging their
131916 -           psyche in executing their work. ref SDS 17 4914]
131917 -
131918 -
131919 -       ..
131920 -      Lack of Understanding Leads People Down Wrong Path
131921 -
131922 -      Was able to work in the idea that Leadership needs to be informed
131923 -      so it does not lead people down the wrong path, ref OF 2 0959 and
131924 -      ref OF 2 2143, which was first developed on 921205 reviewing
131925 -      Covey's work. ref SDS 5 5940
131926 -
131927 -
131928 -      Empathic Listening Seeks Understanding on the Cheap
131929 -
131930 -      Another aspect of "Feel Good" management is hoping effective
131931 -      communications takes place by "empathic listening" advocated by
131932 -      Covey (see 921205 at ref SDS 5 5903), and others, as a to achieve
131933 -      "understanding" on the cheap, i.e., fast and easy. This is
131934 -      addressed in part in the paper at ref OF 2 4005.
131935 -      ..
131936 -      Concept of "feeling good" about trying hard to do the the
131937 -      easy stuff is explained on 921120. ref SDS 4 8388  Previously
131938 -      this idea came into the record on 911123. ref SDS 1 1331
131939 -
131940 -
131941 - Mistakes Waste Time, moved this to below the new section on
131942 - Leadership, so there is a fairly good segway into it.
131943 -
131944 - Added citation to page 11 to explain the advantages of "reporting" as
131945 - improving the ability to think, remember and communicate.
131946 -
131947 -
131948 - Line 870 - SDS Runs under Windows & OS2, changed explanation of SDS as
131949 - a new "tool" to a "new practice of 'investing intellectual capital'",
131950 - so it is clear there is a distinction between SDS as a software
131951 - program and as a medium for applying a new management technology.
131952 -
131953 -