THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: January 3, 1996 01:00 PM Wednesday; Rod Welch

Meeting with Morris at Chips re PMI Event program.

1...Summary/Objective
2...New Skills; New Work Environment
3...Reengineering Replaces Project Managers with Team Leaders
.....Who should go first?
4...Analysis & Communication Metrics
5...Timely Notice - Voice Data Entry
6...Follow Up


..............
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CONTACTS 
0202 - Chips & Tech.                                                                                                                                                      O-00000039 0201

SUBJECTS
PMI Event Program, Planning
Conflict with Existing Methods
Visualization, Executive Work Practice
Executive Mind set
Visualization Improved by SDS

1007 -
1007 -    ..
1008 - Summary/Objective
1009 -
100901 - Follow up ref SDS 19 0000, ref SDS 18 0000.
100902 -
100903 - Developed scope for Morris and scheduled his presentation at Asilomar.
100904 -
100905 -    [On 960108 submitted understandings. ref SDS 22 4444
100906 -
100907 -
100908 -
100910 -  ..
1010 -
1011 -
1012 - Discussion
1013 -
101301 - Submitted event agenda, ref OF 1 and reviewed results from Intel
101302 - meeting. ref SDS 21 7007
101304 -  ..
101305 - Morris indicated he will do the PMI event.  He scheduled attendance
101306 - for 960712 - 960714.  His remarks will be delivered on Saturday,
101307 - 960713, perhaps following David's.
101308 -
101310 -  ..
101311 - New Skills; New Work Environment
101312 - Reengineering Replaces Project Managers with Team Leaders
101313 -
101314 - Morris developed ideas during our meeting on coordinating presentation
101315 - scope, between him and Dave Vannier to avoid duplication of technology
101316 - issues, ref OF 1 line 40.
101318 -  ..
101319 - Morris sketched diagrams showing broad changes occurring under
101320 - "reengineering" scenarios where "team leaders" are replacing Project
101321 - Managers, which we discussed on 961228 at ref SDS 17 line 330, and
101322 - changing information technology that indicate a need for displaced
101323 - executives to improve their management skills, discussed previously at
101324 - ref SDS 14 line 232.
101326 -  ..
101327 - Morris described this as broadening executive responsibilities for
101328 - analysis, cited by Drucker on 931130, ref SDS 5 7911, to include more
101329 - tactics, as well as strategy.
101331 -  ..
101332 - He indicated that two communication methods are common to executives:
101333 -
101334 -      [On 960123 discussion with manager at DEC, ref SDS 23 7006.]
101335 -
101336 -              1.  Visualization (e.g., pictures, graphs)
101337 -              2.  Information Management (forms, reports, email)
101339 -            ..
101340 -           On 911123 Morris indicated executives like to work by
101341 -           conversation using "feel good" management methods. ref SDS
101342 -           2 1331]
101344 -            ..
101345 -           On 921217 Ron Buck discussed management method of relying
101346 -           on "visualization." ref SDS 3 7477
101348 -            ..
101349 -           On 940609 Henry Kissinger correlated reliance on visuals in
101350 -           place, with analysis as "Alice in Wonderland" management.
101351 -           ref SDS 6 4238
101353 -         ..
101354 -        [On 960130 Jim Caudle with the Communication Branch of USA
101355 -        Missle Defense noted that managers prefer to rely on visuals.
101356 -        ref SDS 24 9955]
101358 -         ..
101359 -        [On 960506 Dave Vannier indicated Intel wants to rely on
101360 -        visuals instead of Welch method of analysis. ref SDS 30 1111]
101362 -     ..
101363 -    ...Morris' presentation at Asilomar will therefore explain why a
101364 -    new class of management assigned to perform...
101365 -
101366 -              3.  Analysis (i.e., convert information into knowledge)
101367 -
101368 -       ...will be needed in the future, per Henry Kissinger ref SDS 6
101369 -       4238, [Developed as Vernon Walters Leadership Aide with General
101370 -       Hatch ref SDS 29 3229.] and how automation can support that
101371 -       effort (e.g., SDS, Lotus Notes, Ecco Pro discussed with Morris
101372 -       in December at ref SDS 17 1736).  See discussion on 900713 at
101373 -       Stanford University on management analysis, ref SDS 1 1716; role
101374 -       of Communication Manager was formulated in the record on 950327,
101375 -       ref SDS 7 6118; see meeting at Intel on 950927. ref SDS 9 1830.
101376 -
101377 -            [See follow up on demoing Ecco Pro, ref SDS 28 line 194.]
101379 -  ..
101380 - This is consistent with the theme of the event, ref SDS 16 3579, to
101381 - help managers take the quantum leap into the future. It covers point
101382 - two of the original scope contemplated for Intel, ref SDS 9 3216.
101383 -
101384 -     David would focus on point 1, the technology side, as discussed
101385 -     earlier today with Dave. ref SDS 21 9056 and, ref SDS 21 8554.
101387 -      ..
101388 -     Morris would do point 2, impacts on management. ref SDS 9 3216
101389 -
101391 -  ..
101392 - Question:
101393 -
101394 -     Who should go first?
101395 -
101396 -     Do we explain new technology and then how to use it; or, offer a
101397 -     vision then explain how to accomplish it?
101398 -
101400 -  ..
101401 - Analysis & Communication Metrics
101402 -
101403 - Consideration was given to whether Communication Metrics adequately
101404 - describes what takes place when using SDS to perform the analysis
101405 - Morris cites as a growing management need at the strategic level.
101407 -  ..
101408 - "Metric" in TQM often refers to reports quantifying conventional
101409 - management parameters like cost, schedule, documents, meetings.  Bill
101410 - mentioned "Communication Management" is another way to describe the
101411 - work performed by using SDS.  This scope is set out in the PMBOK and
101412 - was discussed at ref SDS 8 line 261.  Background and rationale for
101413 - "Metrics" in the SDS context was developed at ref SDS 14 line 447.
101414 -
101415 -      [See follow up at ref SDS 27 line 657.]
101417 -  ..
101418 - Timely Notice - Voice Data Entry
101419 -
101420 - Bill mentioned that meeting notes took several days in some cases on
101421 - our work with SDS at PG&E.  More timely response might be possible
101422 - with voice data entry, discussed with David Vannier at Intel this
101423 - morning, ref SDS 21 line 112.
101425 -  ..
101426 - Morris concurs with David's sense expressed in a meeting earlier this
101427 - morning that voice data entry is not a strong avenue to improve
101428 - executive management, ref SDS 21 0067  Experience shows that SDS notes
101429 - improve existing management practice which otherwise is not alerted to
101430 - conflicts or to opportunities and ideas, until actual mistakes, extra
101431 - cost, lawsuits, recessions, downsizing occur weeks, months and years
101432 - later.  Delayed distribution reflects the advantage of early analysis
101433 - that discovers correlations, implications and nuance to avoid mistakes
101434 - and find opportunities missed by precipitious action.
101435 -
101437 -  ..
101438 - Follow Up
101439 -
101440 - I will submit the PMI event agenda and results of our discussion
101441 - today.
101442 -
101443 -      [Did this at ref SDS 22 line 97; see follow up meeting at ref SDS
101444 -      26 line 132.]
101446 -  ..
101447 - Evidently we also set a follow up review meeting for 960221 from 1300
101448 - to 1500, per our call at ref SDS 25 line 105.
101449 -
101450 -
101451 -
101452 -
101453 -
101454 -
1015 -