CONTACTS 
0201 - The Independent Institute                                                                                                                                          O-00000509 0101
020101 - Mr. David Theroux; President

SUBJECTS
Marketing, Sales, Developing Leads, Seminars/Conferences
Attend Events, Dave Packard, Independent Institute, 950608
Perceived Value, Thinking Through Writing,
Management productivity & Teamwork, Subject Index, 910906
Brief Staff for Effective Meeting by Com Manager
Intelligence Briefing Remind Alert Clarify Explain Prepare People wit
Packard, Dave Management by Walking Around Personal Briefing Remind A
Brief Remind Alert Clarify Explain Prepare People with Organizational
Maintenance on Broadwater Dam Good Management Practices for Power Pla
Packard, Dave Management by Walking Around Personal Briefing Remind A

2712 -
2712 -    ..
2713 - Summary/Objective
2714 -
271401 - Follow up ref SDS 5 0000.
271402 -
271403 - Received information that supports POIMS concept of automating and
271404 - integrating key management practices.
271405 -
271406 -    [On 950609 prepared record of event today. ref SDS 6 0000,
271407 -
271408 -    [On 950818 received call from Ron Howard asking about results of
271409 -    the even today. ref SDS 7 0000
271411 -     ..
271412 -    [On 970402 discussion with George Fernandez, retired principal of
271413 -    Cupertino HS, on Communication Metrics, ref SDS 9 0001
271414 -
271415 -
271417 -  ..
2715 -
2716 -
2717 - Progress
2718 -
271801 - George Shultz was the first introductory speaker, and Ed Zschau also
271802 - offered remarks.
271804 -  ..
271805 - I submitted a question something along the following:
271806 -
271807 -        How is HP solving the challenge of the Information Highway,
271808 -        to executive management where more and more information is
271809 -        created and received each day?
271810 -
271811 -        People going from meeting to meeting, to phone call, to E-mail,
271812 -        to fax without enough time to convert information they get into
271813 -        useful knowledge connected to organizational objectives and
271814 -        prior understandings.  Is HP working on this challenge?
271815 -
271816 -    ...I had to leave before the question period, so I don't know if
271817 -    this or a similar question was asked.
271818 -
271820 -  ..
271821 - Received extract and analysis of Packard's book:
271822 -
271823 -       The HP Way:  How Bill Hewlett and I Built our Company
271825 -  ..
271826 - George Shultz covered some of this material with anecdotes from his
271827 - work with Packard in government.
271829 -  ..
271830 - A review by Peter Elstrom re-printed from the Investor's Business
271831 - Daily says a key to HP's success is that Hewlett and Packard were not
271832 - focused on creating products and finding markets, but in creating a
271833 - company where talented people could pursue their dreams of creating
271834 - innovative products by continual learning to grow their knowledge.  He
271835 - gave the example of Apple's great product was the Apple computer,
271836 - Hewlett's and Packard's great product was the HP company.  Focus on
271837 - fundamentals of learning and knowledge is the foundation of POIMS
271838 - technology that inherently grows knowledge through accumulation and
271839 - structure of experience in continual case studies. ref OF 2 1104
271841 -  ..
271842 - Many ideas in Packard's book on successful management practices at HP
271843 - are supported by SDS within the framework of....
271844 -
271845 -
271846 -                      Communication Metrics
271847 -
271848 -
271849 - ...as explained in POIMS. ref OF 2 1106
271850 -
271852 -  ..
271853 - MBA - Management by Walking Around
271854 -
271855 - This common sense approach to fact gathering and follow up to get
271856 - things done by reminding, clarifying scope and providing support where
271857 - needed, is attributed to Dave Packard's early years as a new engineer
271858 - at General Electric where he found that talking directly to production
271859 - workers on the factory floor enabled him to discover the cause of
271860 - product defects that engineers in the lab could not identify.
271861 -
271863 -     ..
271864 -    Converting Information into Knowledge
271865 -    Management Productivity Aided by Proactive Inquiry and Follow Up
271866 -
271867 -    Packard's practice recognizes that careful, thorough investigation
271868 -    and follow up rather than relying on official "reports" and
271869 -    automated systems, gives better results.  The power of this
271870 -    proactive management derives from the difference between
271871 -    "knowledge" and "information," explained in the record defining Com
271872 -    Metrics on 950327. ref SDS 4 3279  Packard's experience supports
271873 -    the design of SDS for capturing a record of organizational memory
271874 -    and adding analysis and alignment to avoid mistakes, described in
271875 -    POIMS as "investing intellectual capital," ref OF 4 1101  SDS
271876 -    support for better management by ensuring accurate communications
271877 -    was first discussed in the record on 880815 concerning scope of
271878 -    services to support work on Broadwater Dam. ref SDS 1 0770  In a
271879 -    faster paced world, SDS preserves understanding of cause and
271880 -    effect, that is not supported by conventional tools and business
271881 -    practice today because there is not enough time, as explained in
271882 -    New World Order analysis. ref OF 10 1675
271883 -
271884 -        [On 970418 USACE reported Communciation Metrics using SDS was
271885 -        effective for getting things done in conjunction with walking
271886 -        around to remind, clarify and help people get things done.
271887 -        ref SDS 10 SL41
271889 -         ..
271890 -        [On 030512 opportunity to improve productivity on future combat
271891 -        project using SDS for intelligence support at aerospace
271892 -        company. ref SDS 11 ES4L
271894 -         ..
271895 -        [On 030521 Gary similar experience improving work on future
271896 -        combat project using SDS records and personal follow up.
271897 -        ref SDS 12 QX68
271898 -
271899 -
271900 -
271902 -     ..
271903 -    Is there Enough Time?
271904 -    New World Order - Information Highway
271905 -
271906 -    Following remarks by distinguished panel, the audience was invited
271907 -    to submit questions.  I asked if senior people at HP are still
271908 -    using Dave's practice of managing by walking around that was
271909 -    successful many years ago?  Is there enough time for MBA in today's
271910 -    management environment of the Information Highway? ref OF 10 1675
271912 -     ..
271913 -    POIMS says automate and integrate key practices so there is enough
271914 -    time to apply sound management practice.  Taking short cuts causes
271915 -    more mistakes and wastes time and money. ref OF 2 6221
271916 -
271917 -
271918 -
271919 -
2720 -

SUBJECTS
Feel Good Management - Social Constraints
Listening & Dialog Inadequate, Need
MBO - Managing by Objectives
Feel Good Management

3206 -
320701 -  ..
320702 - MBO - Management by Objectives
320703 -
320704 - Dave Packard advocates letting people know what they need to achieve
320705 - rather than telling people what they must do.  Packard describes MBO
320706 - as the antithesis of management by command and control, as found in
320707 - typical hierarchies, the military being the classic example.
320709 -     ..
320710 -    This method is applied by the SDS Subject Index, described as
320711 -    "automated MBO." ref OF 5 1110
320713 -     ..
320714 -    Need for "automated MBO" emerged from review of informatio
320715 -    revolution on 931008. ref SDS 2 9995.
320716 -
320717 -
320719 -  ..
320720 - Avoiding "Feel Good" Management
320721 -
320722 - Packard underscores the advantages of permitting a free flow of ideas
320723 - and dedication by executives to discover and apply what makes the most
320724 - sense regardless of where those ideas might arise.  He describes this
320725 - approach as an "open door" policy where employees can talk to their
320726 - managers.
320727 -
320728 -    I suspect Mr. Packard would agree that more is required, however,
320729 -    than simply "listening."  Managers must be proactive in seeking to
320730 -    understand and implement the best ideas.  All the "listening" in
320731 -    the world will not encourage employees to pool their wisdom and
320732 -    ingenuity, if they see no effort is made to genuinely understand,
320733 -    evaluate and implement good ideas presented to management.  In this
320734 -    context "understand" means recognizing cause and effect that
320735 -    comprise the correlations, implications and nuance of events, under
320736 -    the definition of Communication Metrics in the record on 950307.
320737 -    ref SDS 4 0E83
320739 -           ..
320740 -          [On 951103 Morris says companies are hiring psychologists to
320741 -          quell anger of disappointed employees caused by failed
320742 -          communication, rather than use management by walking around
320743 -          to ensure accurate communication. ref SDS 8 4355
320744 -
320745 -
320746 -
320747 -
320748 -
320749 -
320750 -
3208 -

SUBJECTS
Marketing, Sales, Developing Leads, Seminars/Conferences
Attend Events, Dave Packard, Independent Institute, 950608

3404 -
340501 -  ..
340502 - Met Greg Fowler:
340503 -
340504 -                    Gregory A. Fowler
340505 -                    General Partner
340506 -                    Fowler Shore & Flanagan
340507 -                    Real Estate Acquisitions
340508 -                    One Harbor Drive Suite 200
340509 -                    Sausalito, CA  94965
340511 -                     ..
340512 -                    415 332 8354  fax 8992
340514 -  ..
340515 - They buy, improve and sell mostly apartment complexes, similar to
340516 - what Pat O'Calahan did in Portland.  Greg indicates they work
340517 - throughout the country.  They are looking now to buy in Seattle
340518 - because of layoffs at Boeing.
340520 -  ..
340521 - He said they projects up to $5M to improve properties.  I explained a
340522 - bit about my work and that I provide PM support.
340524 -  ..
340525 - I need to send Greg something on SDS.
340527 -      ..
340528 -     [On 950609 did this. ref SDS 6 0000
340529 -
340530 -
340531 -
340532 -
340533 -
340534 -
340535 -
340536 -
3406 -