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


S U M M A R Y


DIARY: February 2, 1996 12:30 PM Friday; Rod Welch

Meeting with Max and Tom at Corps of Engineers re SDS demo.

1...Summary/Objective
2...SDS Demonstration for Tom
3...Automated "Notebook" Applies Traditional Management Practice
......Cultural Change, General Hatch
4...Scope of Services
5...Follow Up


..............
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CONTACTS 
0201 - Corps of Engineers, SFD            415 744 3033 fax 3449
020101 - Mr. Max R. Blodgett, II, P.E., L.S.
020102 - Construction - Operations Division
0202 - Corps of Engineers, SFD            415 744 3033 fax 3449
020201 - Mr. Thompson F. Keesling; Architect =415 744 3033
020202 - Construction - Operations Division

SUBJECTS
SDS, Marketing, Sales, Demonstrations
Proposal, Contract & Support
Corps of Engineers, SFD
KH and Airport
Initiating Contract

0707 -    ..
0708 - Summary/Objective
0709 -
070901 - Follow up ref SDS 20 0000, ref SDS 19 0000.
070902 -
070903 - Met with Max and Tom in Max's office.  Discussed ideas for scope of
070904 - services.  Set meeting to finalize this to begin trying Communication
070905 - Metrics at CE.
070906 -
070907 -      [See follow up at ref SDS 21 0000.]
070908 -
070909 -
070910 -
0710 -
0711 -
0712 - Discussion
0713 -
071301 - SDS Demonstration for Tom
071302 -
071303 - Demonstrated SDS.  Tom had reviewed the record on the initial meeting
071304 - with Max on 960105. ref SDS 8 0001  Today, we examined.....
071305 -
071306 -      Contract management - example of meeting to replace a contractor,
071307 -      in the record on 911125. ref SDS 1 0000
071308 -
071309 -      Replace defective equipment, analysis shows cost, schedule impact
071310 -      in the record on 920120. ref SDS 2 0000
071311 -
071312 -      Coordination/planning support on 951114. ref SDS 6 0001
071313 -
071314 -      CPM interface developed on 941126. ref SDS 4 0001
071315 -
071316 -      Action Items Review, example on 941012. ref SDS 3 4881
071317 -
071318 -         We did not do this because CPU #7 which we were using for the
071319 -         demonstration, kept crashing.
071320 -
071321 -
071322 -
0714 -

SUBJECTS
Conventional Management Practices
Consistent use of Good Practices, Empowered
Automated Notebook, Action Items
Correlation to accepted practice and
Cultural Change in Right Direction Add
Cultural Resistance to New Methods
Keesling's Work Practices Support SDS

2710 -
271001 -  ..
271002 - Automated "Notebook" Applies Traditional Management Practice
271003 -
271004 - We reviewed David Vannier's interview in 1991 by Byte magazine, from
271005 - the meeting on 950927 discussing Intel's goals to use technology for
271006 - improving the practice of management, ref SDS 5 8943.
271007 -
271008 - Tom left the meeting and returned with his manual notebook.  He showed
271009 - how it tries to accomplishe a lot of SDS functionality, as described
271010 - by Dave Vannier in the Byte interview.
271011 -
271012 -     Tom explained the most difficult part of managing action items and
271013 -     tracking daily events in correspondence, meetings and calls is
271014 -     that the record is very difficult to organize for manaing context.
271015 -     Connections between events cannot be managed because the dynamics
271016 -     occur too fast and are too complex.  As a result, context is lost,
271017 -     and so people are forced to rely on personal memory which causes a
271018 -     lot of conflict because everybody remembers contextual details
271019 -     differently, which leads to people taking conflicting action,
271020 -     rather than complementary action.
271021 -
271022 -        [On 000709 Bill DeHart reported SDS advantage is better
271023 -        organization. ref SDS 26 0052
271024 -
271025 -        [On 010425 Morris reported that SDS uses cases are a utopia
271026 -        with everything organized in the right place at the right time.
271027 -        ref SDS 27 EP7F
271028 -
271029 - Tom saw the remarks Dave made a few months ago, about having reverted
271030 - to a manual notebook, almost identical to Tom's, after trying a
271031 - notebook computer for a year or so and finding that Intel's goal set
271032 - in 1991 has not yet been met by technology, ref SDS 5 7732, except
271033 - for SDS.
271034 -
271035 -      [See follow up where SDS applies Tom's practice to use meeting
271036 -      agenda to make notes of meeting, ref SDS 21 4444.
271037 -
271038 -      [On 961002 Tom Action Item system supported by SDS ref SDS 24
271039 -      3389.]
271040 -
271041 -      [On 970603 Dave Vannier reports SDS supports good management
271042 -      practices used at Intel. ref SDS 25 4528.]
271043 -
271044 -      [On 010608 procurement manager uses manual methods like SDS.
271045 -      ref SDS 28 U45L
271046 -
271047 - We discussed David's plan on 950927 to demonstrate at the PMI Asilomar
271048 - event in July how Intel's technology can implement Communication
271049 - Metrics to accomplish the goal of effectively automating management,
271050 - ref SDS 5 0330, and later on 960103. ref SDS 7 3078 and explaining the
271051 - manager's "dream workstation." ref SDS 7 9056
271052 -
271053 -
271054 -       ..
271055 -      Cultural Change, General Hatch
271056 -
271057 -      We considered the report that SDS improved PG&E's management. ref
271058 -      DRP 1 line 16. Max recalled seeing the PG&E report submitted with
271059 -      my letter, ref DIP 2 line 37.
271060 -
271061 -      Max commented that PG&E discontinued SDS.
271062 -
271063 -      Bill DeHart was invited to attend the meeting today to address
271064 -      this point, but he was unable to adjust his schedule on short
271065 -      notice.
271066 -
271067 -      We reviewed the early retirement situation that developed at PG&E
271068 -      where Bill left before SDS was fully integrated into management
271069 -      culture.
271070 -
271071 -      Tom commented that when the sponsor of improvement leaves the
271072 -      organization before others have a chance to experience the
271073 -      benefits, everyone reverts back to bad habits.
271074 -
271075 -          [On 960925 Bill DeHart met with Tom Keesling and explained
271076 -          why PG&E stopped using SDS. ref SDS 23 0001
271077 -
271078 -      We considered briefly retired General Hatch's scope to speak on
271079 -      the challenge of change to adopt new management methods, to close
271080 -      the proceedings at the PMI Asilomar event in July.
271081 -
271082 -           [On 960208 culture shock when Tom first learned about SDS
271083 -           design to manage pending Action Items, ref SDS 21 8908]
271084 -
271085 -           [On 961006 Tom was pleased SDS supports his method of
271086 -           managing Action Items. ref SDS 24 3389]
271087 -
271088 -
271089 -
271090 -
2711 -

SUBJECTS
SDS, Marketing, Sales, Demonstrations
Proposal, Contract & Support
Corps of Engineers, SFD
KH and Airport
Initiating Contract

3108 -
310801 - Scope of Services
310802 -
310803 - Max explained ideas to try Welch Company under contract to show how
310804 - well the Communication Metrics process can meet Corps of Engineer
310805 - needs for better communications on following:
310806 -
310807 -      General pending Action Items. ref SDS 14 line 141.
310808 -
310809 -         Max feels they have a number of initiatives that require
310810 -         temporary management support.
310811 -
310812 -      DMMO at ref SDS 14 line 192.
310813 -
310814 -         Tom said he has some documents that need review for action
310815 -         items.
310816 -
310817 -         Max noted the added challenge of managing this group because
310818 -         there is no contract authority to compel or otherwise
310819 -         encourage performance of committments by other parties, as for
310820 -         example exists on projects.  [This point will be addressed by
310821 -         Turner Construction at Asilomar, ref SDS 17 line 284.]  Tom
310822 -         said BCDC is fairly good at following the Corps' lead, but
310823 -         others are less assidious on Action Items.  This might be a
310824 -         role for the Communication Manager.  We will certainly find
310825 -         out, per discussion with Jack Farless.
310826 -
310827 -         Max suggested that rather than have Welch sit in on meetings
310828 -         right away, Tom and I can collaborate on the results and I
310829 -         will craft the record.  This would address the concern at ref
310830 -         SDS 14 line 201.
310831 -
310832 - Max emphasized we need to identify specific deliverables.  He said the
310833 - scope should not recognize use of computers or software because DOD
310834 - procurement procedures for this type of support is complicated and
310835 - takes many months to perform.
310836 -
310837 -
310838 -
310839 - They have a workstation I can use near Max's and Tom's offices, so
310840 - there would be co-location.  We did not discuss the hardware, except
310841 - it appears they have large screen monitors and they seem to have
310842 - relatively new Compaqs, so they should be at least 486s.
310843 -
310844 - Max will provide the prior correspondence from Welch, to Tom on
310845 - Communication Metrics, including the sample scope of services from the
310846 - PG&E assignment submitted at ref DIP 2 line 36.  We could not find on
310847 - Max's desk the earlier letter sending the NWO paper, ref DIP 1 line
310848 - 31.  Max recalled seeing it because he remembered the description of a
310849 - communication manager as a "scribe" and this related to a recent trip
310850 - he made to Egypt where he saw ancient inscriptions.
310851 -
310852 -
310853 - Follow Up
310854 -
310855 - Tom will investigate possible DOD Changes ...cited at ref SDS 16 line
310856 - 126, submitted to Max at ref DIP 3 line 184.
310857 -
310858 - We will meet 960207 1030 to craft scope of services.
310859 -
310860 -    [See follow up at ref SDS 22 line 117.]
310861 -
310862 -
310863 -
Distribution. . . . See "CONTACTS"