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


S U M M A R Y


DIARY: February 3, 1995 09:28 AM Friday; Rod Welch

Called Jeff re invoice to Seawest for trip to San Diego.

1...Summary/Objective
2...Organizational Memory Facilitates Dispute Resolution
3...Communication Metrics Ideas from Kerzner Lecture


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CONTACTS 
0201 - Seawest Company                    619 293 3340 fax 3347
020101 - Mr. Jeffery S. Ghilardi
020102 - Vice President =619 987 1617 (Mobile); 619 293 3576 (modem); Project Development

SUBJECTS
Seawest, Evaluation
Billings, Seawest, Dec 1, 1994
SDS, Marketing, Advertising, Materials,...
Testimonials, Seawest

0606 -
0606 -    ..
0607 - Summary/Objective
0608 -
060801 - Follow up ref SDS 9 0000, ref SDS 10 0000.
060802 -
060803 - Jeff said he has not received my letter, ref DIP 2 0001.
060805 -  ..
060806 - I will call next Monday, and if it has not come in, I will send a
060807 - copy.
060809 -  ..
060810 - He asked if we have received payment of my invoice, ref DIP 1 line 33,
060811 - submitted at ref SDS 9 line 47.
060813 -  ..
060814 - I said it has not come in.
060816 -  ..
060817 - He said he approved it, and will check to make sure payment has been
060818 - issued.
060819 -
060820 -
060821 -
060822 -
060823 -
0609 -

SUBJECTS
Evaluation
Resolve Disputes/Complaints
Discovery, Strategic Resource
Experience History Chrolology Diary Causation Organizational Memory K
Understanding Context Positions Information Sources and Times Showing
Organizational Memory Intelligence Traceability Original Sources Caus
Capturing Record Improves Knowledge Management Organizational Memory
Law Avoid Disputes with Command Control of the Record

3910 -
391101 -  ..
391102 - Organizational Memory Facilitates Dispute Resolution
391103 -
391104 - Follow up ref SDS 4 TZ4J.
391105 -
391106 - Jeff said today that Seawest may get a big payoff from SDS in
391107 - resolving a multi-million dollar dispute with PG&E.
391109 -  ..
391110 - Jeff found information in his SDS records that he had forgotten about.
391111 - It shows Seawest received instructions from PG&E to prepare their bid
391112 - for a project in a particular manner.  Now a year later, PG&E claims
391113 - Seawest's bid was improper, and so have disqualified the bidding, even
391114 - though Seawest's bid followed original instructions.
391115 -
391116 -      [On 950204 develop marketing concept of Communication Metrics.
391117 -      ref SDS 12 XQUX
391119 -       ..
391120 -      [On 950303 Morris reported SDS would be helpful to Chips and
391121 -      Technologies for remembering critical details on legal disputes.
391122 -      ref SDS 13 3333
391124 -       ..
391125 -      [On 990409 Jeff reported SDS was helpful getting information from
391126 -      6 years earlier on a project Turkey that may bring in added
391127 -      revenue. ref SDS 15 3072
391129 -  ..
391130 - Jeff advised that Seawest's counsel feels the contemporaneous record
391131 - in SDS showing reliance on PG&E instructions establishes that
391132 - Seawest's bid was responsive, and, as a result, PG&E will be required
391133 - to compensate Seawest for the cost of preparing the bid, plus lost
391134 - profits, which is estimated to be $M of dollars.
391136 -  ..
391137 - We reviewed Jeff's practice so far of using SDS very minimally, due to
391138 - limited time, as reported recently on 941201, ref SDS 4 TZ4J, yet in
391139 - this case, even a minimalist record may yield a significant reward.
391140 - Perhaps this experience illustrates benefits of investing more
391141 - intellectual capital, as discussed on 880908? ref SDS 1 4920
391143 -  ..
391144 - Jeff said he is re-thinking this issue.  He feels that limited time,
391145 - and worry about confidentiality, getting everyone to agree, seems to
391146 - prevent preparing a record of organizational memory.  At the time
391147 - events occur, everyone seems to know and understand what everyone else
391148 - is saying, and there are always other things to do, so it doesn't seem
391149 - necessary or worthwhile to capture the record, so it is easy to say
391150 - there isn't enough time, when the real reason is that there isn't
391151 - enough awareness about the importance of making time to create
391152 - valuable knowledge.
391153 -
391154 -
391156 -  ..
391157 - Communication Metrics Ideas from Kerzner Lecture
391158 -
391159 - Jeff's experience using SDS at Seawest, per above, ref SDS 0 JK4O,
391160 - fits with a lecture yesterday by Harold Kerzner at the Chevron
391161 - Learning Center in San Ramone on project management.  SDS methodology
391162 - of integrating work practices was supported by Kerzner's presentation.
391163 - ref SDS 11 5093  This leads to a broader idea for a new management
391164 - science of "Communication Metrics" implemented by SDS. ref SDS 11 4302
391166 -  ..
391167 - Jeff feels his experience using SDS on Broadwater Dam, and now at
391168 - Seawest, per above, ref SDS 0 JK4O, shows SDS helps remember critical
391169 - details related to objectives, requirements and commitments.  He said
391170 - the flexible structure of SDS that makes it fast and easy to organize
391171 - and connect information day-to-day deepens understanding that improves
391172 - management more than he expected.
391174 -  ..
391175 - Jeff requested the record on the Kerzner seminar.
391176 -
391177 -    [On 950204 Morris attended a seminar that seemed to recommend
391178 -    methods enabled by SDS for Com Metrics, which Morris calls the
391179 -    Welch management method. ref SDS 12 5932
391181 -     ..
391182 -    [On 950327 formalized Communication Metrics. ref SDS 14 0001
391183 -
391184 -
391185 -
391186 -
391187 -
391188 -
391189 -
391190 -
391191 -
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391193 -
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3912 -
Distribution. . . . See "CONTACTS"