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: April 18, 1997 07:52 AM Friday; Rod Welch

Meeting with Tom on various matters.

1...Summary/Objective
2...Communication Metrics Report Received from USACE
.....Lessons Learned process is enhanced by capturing the record of
3..."Organic subject structure," explained in the report at ref DRT 1
4...Looking for easy diggings problem reported on 961113, ref SDS 23 5838,
5...Communication Manager "intelligence" different from documentation,
6...Scope of Services Com Metrics
7...Com Manager Role Tasks Responsibilities - Scope of Services
8...Project Management Implementation Procedures
9...The Communication Metrics report could be submitted to LTC Thompson,
10...Bid Date for Richmond Moved to 970424


..............
Click here to comment!

CONTACTS 
0201 - Corps of Engineers, SFD
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief
020102 - Construction Operations Division
0202 - Corps of Engineers, SFD
020201 - Mr. Chris Shields; Civil Design Branch
020202 - Engineering Division

SUBJECTS
Litigation Support, Oakland

0503 -
0503 -    ..
0504 - Summary/Objective
0505 -
050501 - Follow up ref SDS 43 0000, ref SDS 34 line 427.
050502 -
050503 - Tom submitted litigation support memo to Merry.  Received COE's report
050504 - on Communication Metrics.  Tom plans to submit Communication Metrics
050505 - report to DE for consideration of supporting Tom's assignments to
050506 - formalize project management.  Bid date for Richmond has been moved to
050507 - 970424.
050508 -
050509 -     [On 971008 cost saving report received. ref SDS 62 2979]
050510 -
050512 -  ..
0506 -
0507 -
0508 - Discussion
0509 -
050901 - Tom said he submitted the litigation support report on Oakland, see
050902 - ref DIP 1 8455, to Merry yesterday afternoon, per ref SDS 44 8933,
050904 -  ..
050905 - He said she seemed disappointed that the report cannot be developed
050906 - with COE internal resources for the reasons explained in the report at
050907 - ref DIP 1 8933.
050909 -  ..
050910 - We considered the advantage of proceeding with a litigation support
050911 - contract, discussed yesterday, ref SDS 44 8033.  This contract could
050912 - be for $25K to provide a budget to accomplish ad hoc reports and
050913 - research needed on a short term basis. The current contract could
050914 - simply be modified to cover this.  It would accomplish the help Merry
050915 - requested from Mike Murphy on 970404, ref SDS 39 5833.
050916 - ..
050917 - Alternatively, it could be part of an umbrella support discussed
050918 - with Max on 970403, ref SDS 38 5988.
050920 -  ..
050921 - Tom plans to submit a note to Merry on this.
050923 -  ..
050924 - The report says SDS is a unique program, ref DRT 1 6599.
050925 -
050926 -      [See submission of draft memo to DE at ref SDS 46 8933.]
050927 -
050928 -
050929 -
0510 -

SUBJECTS
COE Contractor Evaluation, Oakland
Evaluation Welch Contract
Endorsements, Corps of Engineers
Communication Metrics
Looking for Easy Diggings Caused Extra Cost
Looking Easy Diggings Fast Easy Earnings
US Army Corps of Engineers Case Study Oakland Harbor Project SDS Adds
Oakland Harbor Project SDS Adds Intelligence
Reengineer Communication SDS Improves Management Adds Metrics Alignme

2111 -
211201 -  ..
211202 - Communication Metrics Report Received from USACE
211203 -
211204 - Tom provided the government's report on Communication Metrics shown at
211205 - ref DRT 1 6172, which was initially defined on 950327 ref SDS 9 8492,
211206 - and proposed to Max on 960105, ref SDS 13 8402.  He sent the report to
211207 - the Contracting Division via a memo dated 970408. ref DRT 1 0000.
211209 -  ..
211210 - It addresses the objective set on 910420, ref SDS 2 2209, for defining
211211 - a scope of services. ref DRT 1 4929
211213 -  ..
211214 - Recommends continued use of Com Metrics to complete Oakland Harbor
211215 - project in order to save money. ref DRT 1 9952  see also Max Blodgett,
211216 - Chief, Con Ops, ref DRT 1 1489, and Herb Cheong, Project Manager.
211217 - ref DRT 1 1776
211219 -  ..
211220 - The report cites the COE contract that called for performance of
211221 - Communication Metrics, discussed on 960915. ref SDS 18 7734
211222 -
211223 -      [On 971008 report on cost savings using Communication Metrics,
211224 -      was issued. ref SDS 62 2979
211226 -  ..
211227 - The purpose and use of the report was discussed with Max on 970307,
211228 - ref SDS 31 4309.
211230 -  ..
211231 - The report reflects prior evaluations of Communication Metrics during
211232 - the course of the project, e.g., on 961101, ref SDS 21 8888, on 961127,
211233 - ref SDS 25 5830 (see appendix c, ref DRT 1 9033) and further on
211234 - 961223, ref SDS 26 3092.
211236 -       ..
211237 -      USACE's report aligns with PG&E's assessment received on 950110,
211238 -      ref SDS 7 0000, and prior results for State on Broadwater Dam
211239 -      reported on 900423. ref SDS 1 0000
211241 -  ..
211242 - SDS is defined. ref DRT 1 8449
211243 -
211244 -     Lessons Learned process is enhanced by capturing the record of
211245 -     daily work in the SDS record, ref DRT 1 3156, called out in the
211246 -     prototype scope of services, ref DRT 1 JM7O, as proposed by the
211247 -     Contracting Officer, Tom Benero, on 961001. ref SDS 20 7490,
211248 -
211249 -        [On 001219 steps using SDS new way of working. ref SDS 66 QT6F
211251 -      ..
211252 -     Collaboration is explained, ref DRT 1 4582, and cites the report
211253 -     on 960205 that managers waste 70% of the day in unproductive
211254 -     meetings. ref SDS 14 5222
211256 -  ..
211257 - Communication Metrics is defined as an "intelligence role" ref DRT 1
211258 - 6172, to organize, align and analyse information, so that cause and
211259 - effect are revealed to make leadership effective. CIA support function
211260 - is analogous. ref DRT 1 2022
211262 -  ..
211263 - Solves conventional management by "guess and gossip" where people are
211264 - forced to rely on conversation, reported on 960227, ref SDS 15 5559,
211265 - and previously on 961218. ref SDS 27 5790
211266 -
211267 -      [See paper by Air Force Institute of Technology on information
211268 -      entropy that causes cost growth, ref SDS 54 0108.]
211270 -  ..
211271 - Meetings are more productive. ref DRT 1 0411; see example on 961105.
211272 - ref SDS 22 1220  On 950228 executive VP worried that meetings waste
211273 - too much time because everybody remembers differently, ref SDS 8
211274 - 1994, and nobody listens, from the record on 890809.
211276 -       ..
211277 -      Reflects article reviewed on 931130 on value added of analysis
211278 -      and planning. ref SDS 5 7911
211280 -       ..
211281 -      Helps solve problem reported on 940114 that meetings are not
211282 -      productive. ref SDS 6 2290
211284 -  ..
211285 - General Hatch's comments on 951229 are cited. ref SDS 12 2036
211286 -
211287 -      [On 970423 submitted to Hank Hatch, former Commander USACE, LTG,
211288 -      retired. ref SDS 48 8888.]
211290 -  ..
211291 - The report says "knowledge" is created by adding "intelligence" to
211292 - information, ref DRT 1 2102, and this adds value to people, see at
211293 - ref DRT 1 4505, and also at, ref DRT 1 3553, per ref SDS 41 1191 and
211294 - ref SDS 41 1194 and Landauer's book on the attractivenss of
211295 - "effectance." ref SDS 11 2286.
211297 -  ..
211298 - "Knowledge Space" is defined at ref DRT 1 5390, reflecting work on
211299 - 960416. ref SDS 41 4455
211300 -
211301 -      [Paper on Risk Management saying intelligence and a record of
211302 -      lessons learned are best methods, ref SDS 55 7777
211303 -
211304 -      [Welch approved for sole source procurement on Communication
211305 -      Metrics at ref SDS 57 8402, but there wasn't enough time for
211306 -      District to prepare the procurement. ref SDS 57 5003, ref SDS 58
211307 -      6940.]
211309 -       ..
211310 -      [Report given to DE on 970624, ref SDS 52 8492.]
211312 -       ..
211313 -      [DE advises of having read report on 970911, ref SDS 61 7493.]
211315 -       ..
211316 -      [On 971021 research led to idea to use Internet to deliver
211317 -      business intelligence created by Communication Metrics. ref SDS
211318 -      63 3636]
211320 -       ..
211321 -      [On 971113 submitted to CESPN and HQUSACE sample using Internet
211322 -      to delivery "intelligence" produced by Communication Metrics. ref
211323 -      SDS 44 3233]
211325 -  ..
211326 - "Organic subject structure," explained in the report at ref DRT 1
211327 - 9943, from work on 970416, ref SDS 41 8555, that resulted from
211328 - questions by USACE staff on 970320. ref SDS 34 4903
211329 -
211330 -       [On 001219 steps using SDS new way of working. ref SDS 66 QT6F
211332 -  ..
211333 - Other terminology is explained, as set out in the record on 970416,
211334 - ref SDS 41 4820.
211336 -  ..
211337 - Solving the Navy Sewer Line problem showed proactive management,
211338 - ref DRT 1 8455, ref DRT 1 6993, and appendix c, ref DRT 1 4522.
211339 -
211340 -     The Navy Sewer Line matter is Action Item #17 reviewed at meeting
211341 -     on 961126. ref SDS 24 9956
211342 -
211343 -     On 970107 contractor reported Communication Metrics provided
211344 -     solution that helped everyone. ref SDS 29 4953
211345 -
211347 -  ..
211348 - Looking for easy diggings problem reported on 961113, ref SDS 23 5838,
211349 - was included in USACE's report. ref DRT 1 0850
211350 -
211352 -  ..
211353 - Correlation with RMS asked by Chuck Shoer at ref SDS 33 5903, is
211354 - discussed in the report at ref DRT 1 5005, ref DRT 1 5002 and also at
211355 - ref DRT 1 3888.
211357 -  ..
211358 - Experience using SDS demonstrated performance of paperless office goal
211359 - for efficiencies of electronic records management is supported by
211360 - Communication Metrics. see the report at ref DRT 1 0411.
211362 -  ..
211363 - On 960418 set a goal for Communication Metrics to "shove all that
211364 - paper on Tom's desk" into the computer. ref SDS 16 8840  On 960817
211365 - discussed this goal again. ref SDS 17 6399
211366 -
211367 -     [On 970502 received article on USACE efforts to achieve a "Virtual
211368 -     District," that seeks to reduce of paper in managing information,
211369 -     which is part of the goal for the "paperless office." ref SDS 50
211370 -     1233]
211372 -  ..
211373 - The time required to prepare the record, which was requested by Chuck
211374 - Shoer, ref SDS 33 2294, is discussed in the report at ref DRT 1 2022,
211375 - ref DRT 1 0003 also at ref DRT 1 1877.
211377 -  ..
211378 - This report supplements COE's 970219 evaluation of SDS and Welch, see
211379 - ref DRP 2 3459, ref SDS 31 2427.
211381 -  ..
211382 - It answers the Contracting Officer's questions about the Welch
211383 - contract on 970110, ref SDS 30 5893, including Legal Division's
211384 - concern that Communication Metrics is ordinary litigation support, see
211385 - ref SDS 25 5839, ref DRT 1 6172 and ref DRT 1 5349.
211386 -
211387 -       [On 001219 steps using SDS new way of working. ref SDS 66 QT6F
211389 -  ..
211390 - Max Bloggett notes purpose to capture "hiccups", ref DRT 1 0377,
211391 - recommends further use of Communication Metrics, and says reporting
211392 - was professional without being accusatory. ref DRT 1 1489
211394 -  ..
211395 - Leonard SooHoo says Communication Metrics will help USACE manage
211396 - contracts more efficiently, ref DRT 1 2428.
211398 -  ..
211399 - Herb Cheong requests continued support from Communication Metrics
211400 - using SDS records and personal briefings. ref DRT 1 JY49
211402 -  ..
211403 - Marc McGovern says he has a big difficulty getting information when
211404 - needed day-to-day.  Communication Metrics seems to solve the problem.
211405 - ref DRT 1 1878
211406 -
211407 -     This record supports analysis on 950608 showing SDS and Com
211408 -     Metrics support Dave Packard's practice and experience building HP
211409 -     using a method of MBA - management by walking around - to use
211410 -     personal briefings to remind, clarify and help people get things
211411 -     done on time, correctly and within budget. ref SDS 10 4376
211413 -         ..
211414 -        [On 030521 Gary similar experience improving the work with SDS
211415 -        records and personal follow up. ref SDS 68 QX68
211417 -         ..
211418 -        [On 030523 Gary assigned to support Schedules and Budgets on
211419 -        project at aerospace company showing increased demand for SDS
211420 -        and Com Metrics support. ref SDS 69 GF52
211421 -
211422 -
211423 -
211424 -
211425 -
211426 -
211427 -
211428 -
211429 -
2115 -

SUBJECTS
Psychologically Demanding Com Manager
Knowledge Worker Communication Manager
Com Manager Different Tasks from Traditional Management
Com Manager Why What is Role Does Not Replace Executive Com Manager C
Com Manager Scope Services Deliverables Capture Record Add Intelligen
Qualifications Com Manager Capture Record Add Intelligence Com Manage

2908 -
290901 -  ..
290902 - Communication Manager "intelligence" different from documentation,
290903 - explained as proactive, looking forward based on organization and
290904 - analysis of the past in relation to controlling forces in laws,
290905 - regulations, policies, contracts and commitments. "Documentation"
290906 - traditionally relates to recording the past. ref DRT 1 9943,
290908 -  ..
290909 - Com Manager role explained. ref DRT 1 8449
290910 -
290911 -     [On 010725 DNRC supports need for Com Manager role.
290912 -
290913 -     [On 001219 steps using SDS new way of working. ref SDS 66 QT6F
290915 -  ..
290916 - Psychological burden of dealing with constant error solved by
290917 - Communiation Manager. ref DRT 1 6993
290918 -
290920 -  ..
290921 - Scope of Services Com Metrics
290922 - Com Manager Role Tasks Responsibilities - Scope of Services
290923 -
290924 - Appendix D provides a scope of services using Richmond Task Order 2
290925 - version 2, ref DRT 1 4929, that performs continual risk management, It
290926 - accomplishes Max's goal to develop a scope of services from our
290927 - meeting on 960105, ref SDS 13 8402.
290929 -  ..
290930 - Reflects explanation on 911121. ref SDS 3 5830  On 960920 USACE
290931 - reviewed progress and commented on Com Manager role tasks. ref SDS 19
290932 - 0030
290933 -
290934 -     [On 971008 USACE follow up report proposed organizational
290935 -     structure for Com Metrics role. ref SDS 62 S44J
290937 -      ..
290938 -     [On 001219 steps using SDS new way of working. ref SDS 66 QT6F
290939 - ..
290940 - Specific requirements are at ref DRT 1 6375.
290942 -  ..
290943 - Deliverables are listed at ref DRT 1 7402.
290945 -  ..
290946 - Qualifications are in the scope of services. ref DRT 1 20G8
290947 -
290948 -     [On 970724 Scope of services for Oakland used Appendix D,
290949 -     ref SDS 57 5830
290951 -  ..
290952 - Appendix E includes a WBS and schedule, and shows how this relates to
290953 - the SDS Subject Index, ref SDS 41 6840.
290954 -
290955 -
290956 -
290957 -
290958 -
2910 -

SUBJECTS
Project Management Implementation
PPM and Automated Management Contract
Communication Metrics Advertise for Bids
Task Order 2

3706 -
370701 -  ..
370702 - Project Management Implementation Procedures
370703 -
370704 - Follow up ref SDS 43 4588, ref SDS 38 5988.
370705 -
370706 - Tom said LTC Thompson has discussed changing the scope of Task Order 2
370707 - on Richmond to include developing a plan to implement project
370708 - management in the district.
370710 -  ..
370711 - We considered this morning that the schedule developed to launch
370712 - construction of Richmond is a prototype to accomplish DE's objective.
370713 - It reflects our meeting on 970328 where we reviewed the regulations
370714 - and formulated planning to accomplish this goal, ref SDS 36 4828.
370716 -  ..
370718 -  ..
370719 - The Communication Metrics report could be submitted to LTC Thompson,
370720 - and a meeting can review with him how the methodology applied for the
370721 - Richmond Construction Launch Schedule, can be extended to cover the
370722 - project management process.
370723 -
370724 - Tom will visit with LTC Thompson about letting a contract to Welch for
370725 - this support, per our discussion last week about a CBD procurement for
370726 - Communication Metrics, ref SDS 40 5737, per discussion with Max on
370727 - 970403 at ref SDS 38 5839.
370728 -
370729 -     [On 970516 information that DE reviewed report. ref SDS 51 4838.
370731 -      ..
370732 -     [On 970422 DE requests ideas on management plan. ref SDS 46 4829;
370733 -     preparation of recommendations at ref SDS 40 4839.]
370735 -      ..
370736 -     [See meeting 970624 DE had not seen report, it was submitted and
370737 -     discussed, ref SDS 54 8492.]
370739 -      ..
370740 -     [See report on 970911 that DE advises having read Communication
370741 -     Metrics report, ref SDS 61 7493.
370742 -
370743 -
370744 -
3708 -

SUBJECTS
Richmond, Construction, Contract, Bid

3803 -
380401 -  ..
380402 - Bid Date for Richmond Moved to 970424
380403 -
380404 - Follow up ref SDS 39 5839.
380405 -
380406 - I ran into Chris Shields in the elevator.  He said the bid date for
380407 - Richmond was changed from 970415 to 970424.
380409 -  ..
380410 - We did not discuss whether this change related to the discussion on
380411 - 970404 about bid quantities, ref SDS 39 5839.
380413 -  ..
380414 - This may warrant moving the start of construction ahead a week, per
380415 - Max's comment at the Luster meeting yesterday, ref SDS 43 5885.
380416 -
380417 -
380418 -
380419 -
380420 -
3805 -
3806 -
Distribution. . . . See "CONTACTS"