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


S U M M A R Y


DIARY: June 21, 1995 01:14 PM Wednesday; Rod Welch

Visit Jeff re testimonial on SDS.

1...Summary/Objective
2...Action Items


..............
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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)
020103 - Project Development

SUBJECTS
Seawest, Evaluation
SDS, Marketing, Advertising, Materials,...
Testimonials, Seawest

0505 -    ..
0506 - Summary/Objective
0507 -
050701 - Followed up work at ref SDS 10 line 61.  Got the testimonial, pending
050702 - since 1993.
050703 -
050704 - Received ref DRT 1 line 30 from Jeff on how SDS improves management
050705 - and applies Stephen Covey's ideas, responding in part to issue raised
050706 - at ref SDS 1 line 122.
050707 -
050708 -
0508 -
0509 -
0510 - Discussion
0511 -
051101 - Jeff printed the draft he prepared from my submission at ref DIP 1
051102 - line 76.
051103 -
051104 - I did some editing to make it fit on the page, and add clarity.  Jeff
051105 - then printed it and signed it.
051106 -
051107 - Review shows there is still a problem with the 2nd para, because it
051108 - does not cite communication metrics, which is an important objective,
051109 - ref DIP 1 line 84, sent at ref SDS 6 line 60.
051110 -
051111 - Also there are no examples of Covey's suggestions that are applied by
051112 - SDS, ref DIP 1 line 79.
051113 -
051114 -
051115 -
051116 -
0512 -

SUBJECTS
Windows

0604 - Summary/Objective
0605 -
060501 - I want to see the problems he is having with Windows, discussed at ref
060502 - SDS 2 line 87 and more recently at ref SDS 7 line 47.
060503 -
060504 - Actually, he had no freeze ups while I was here today.  He did several
060505 - reports and they ran fine.
060506 -
060507 -
060508 -
0606 -

SUBJECTS
Memory usage, 910620
Memory Management, Wordperfect failing,

0805 - Summary/Objective
0806 -
080601 - Follow up work at ref SDS 8 line 100.  This is really similar to the
080602 - Windows issue above.  His SDS program ran okay while I was here
080603 - today.
080604 -
080605 -
080606 -
0807 -

SUBJECTS
Transferring between workstations

0904 - Summary/Objective
0905 -
090501 - Follow up work at ref SDS 8 line 117.
090502 -
090503 - We reviewed the Maintenance function.  He had two files left over.
090504 - He opened these and found they are not needed.  I explained how these
090505 - files occur as a result of transferring files between two different
090506 - computers, e.g., his home and office.
090507 -
090508 -
090509 -
090510 -
0906 -

SUBJECTS
Subject Index

1004 - Summary/Objective
1005 -
100501 - Follow up work at ref SDS 8 line 230.  We reviewed his SI and found
100502 - that SDS does not support subjects more than 2 characters in level 1,
100503 - i.e., at the Primary SI.
100504 -
100505 - Jeff wants to use longer strings.
100506 -
100507 - I did not explain the advantage of shorter strings so they do not run
100508 - off the screen since we have only 80 characters across the screen.
100509 - This is sort of program design issue.  We could make a new or separate
100510 - control field for subjects only, and then they could run across the
100511 - entire screen.
100512 -
100513 -
100514 -
1006 -

SUBJECTS
Schedule Summary, General editing
Alternate Schedule Views
Priority for Scheduled Tasks
Schedule, Priority, Action Items
Design, Schedule, Action Items, Subjects
Information Organization & Maintenance

2209 - Summary/Objective
2210 -
221001 - Jeff asked about getting the Schedule in different views.  He showed
221002 - me a format his firm is considering to identify tasks by priority.
221003 - Jeff asked if we can make SDS show the calendar in conventional format
221004 - and list tasks with a priority rating.
221005 -
221006 - I explained my experience that priority can be developed by putting
221007 - all tasks in the schedule and then assigning them to particular days,
221008 - based on their priority.  Tasks with highest priority should be
221009 - scheduled for today, and the others should be spread out.
221010 -
221011 -
221012 -  ..
221013 - Action Items
221014 -
221015 - Further discussion showed Jeff was talking about Action Items
221016 - developed from meetings.  I showed how Action Items were treated at
221017 - the PG&E assignemnt, using the Subject Index.  We looked at the call
221018 - between CDWR and PG&E at ref SDS 4 8811.
221019 -
221020 -         [See follow up on 951220 ref SDS 13 8840.]
221021 -
221022 -     I should follow up to explain the mechanics of associating work
221023 -     with original understandings, and using the citation feature to
221024 -     show that decisions are actually carried out.
221025 -
221026 -     Action Items were first considered in the SI at PG&E, ref SDS 3
221027 -     line 60.
221028 -
221029 -     This relates to Morris' concern that meetings are a source of poor
221030 -     productivity, ref SDS 5 line 192, and what SDS can do about it.
221031 -
221032 -
221033 - This is really a demand or requirement for our Windows program.
221034 -
221035 -    [Worked on this some at ref SDS 11 line 65.]
221036 -
221037 -
221038 -    [Did more analysis of using SI on "Communications" at ref SDS 12
221039 -    line 74, and sent him an updated program with an Action Item system
221040 -    at ref SDS 13 line 46.]
221041 -
221042 -
2211 -

SUBJECTS
Adding more fields in a record
Applying Contacts to Large Organizations

2405 -
240501 -  ..
240502 -
240503 - Jeff asked for support in applying the Contacts to the State
240504 - Legislature.
240505 -
240506 - We need to experiment with this to see what produces the best result.
240507 -
240508 -     [Contacts was improved and submitted to Jeff at ref SDS 13 line
240509 -     56 -- if I do not hear from him, this may have solved it.]
240510 -
240511 -
240512 -
240513 -
Distribution. . . . See "CONTACTS"