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: September 5, 1998 07:29 AM Saturday; Rod Welch

Called Morris on explaining "how" for Comm Metrics.

1...Summary/Objective
2...Self-evident Benefits Needed to Market Communication Metrics
3...Web Page Should Cite Communication Manager to Explain "How"
4...Transformation of Learning Skills Takes Thousands of Years
5...Customers Want to Know How Com Metrics Improves Productivity
6...Morris indicated USACE reports are not effective because I contributed
7...Clear, Concise, Complete Communication using SDS for Webmail
8...Management Practices Have Changed at the Dawn of 21st Century
9...Fear of Accountability Greases Slippery Slope to Bad Management
10...Intelligence Work Benefits Everyone
11...Managers Believe Intelligence Occurs in the Mind
12...Executives Need Explanation of Business Intelligence


..............
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CONTACTS 
0201 - Chips & Technologies, Inc                                                                                                                                          O-00000039 0101
020101 - Mr. Morris E. Jones                                                                                                                                              O-00000039 0101
020102 - Sr. Vice President

SUBJECTS
Evaluation, Demo SDS via Web Site
Intelligence, Communication Metrics
Grove Management Ideas
New World Order - Information
New Environment, Information Highway Needs
Denial, Ignorance, Fear
Fear Accountability Slippery Slope to Murphy's Law
Civilization Cost Benefit Study SDS Com Metrics Knowledge Management
20 Minutes Not Enough Time to Learn SDS Intuitively Reverting to Conv
Sel -evident Benefits Experienced Immediately Needed for SDS
Grove Authority on Management

2213 -
2213 -    ..
2214 - Summary/Objective
2215 -
221501 - Follow up ref SDS 45 0000, ref SDS 44 0000.
221502 -
221503 - Morris got my letter responding to his request. He will consider
221504 - preparing another draft to help executives grasp the value of better
221505 - intelligence for communication as well as for construction claim
221506 - support.  I modified the Communication Metrics web page to state that
221507 - Welch provides tools, training and transitioning. ref SDS 0 4088
221508 - Morris mentioned the movement away from management analysis since the
221509 - 1970s. ref SDS 0 0714
221510 -
221511 -    [On 980908 asked Morris for additional ideas. ref SDS 47 0000]
221512 -
221513 -
221515 -  ..
2216 -
2217 -
2218 - Discussion
221901 -  ..
221902 - Self-evident Benefits Needed to Market Communication Metrics
221903 - Web Page Should Cite Communication Manager to Explain "How"
221904 -
221905 - Follow up ref SDS 45 2508, ref SDS 44 0865.
221906 -
221907 - Morris said he received ref DIP 7 submitted on 980903, ref SDS 45,
221908 - which responded to Morris' letter, ref DRP 5, received the same day.
221910 -  ..
221911 - He seemed to indicate that his request for a response to his letter,
221912 - ref DRP 5 3528, was an incorrect choice of words for expressing his
221913 - objective.
221915 -  ..
221916 - Morris feels citing Andy Grove and Peter Drucker to show need for
221917 - better management, and that Communication Metrics accomplishes needed
221918 - improvements, is incorrect "name dropping" to win acceptance of a new
221919 - idea that is not justified by information given to customers.  He
221920 - feels good marketing convinces people to try better methods without
221921 - endorsements and pilot testing showing improved results.
221923 -  ..
221924 - Morris wants self-evident benefits experienced immediately.  He feels
221925 - there is not enough time for executives to adopt new tools and methods
221926 - that save time and money, if it takes a few days to learn how.  Morris
221927 - noted skilled engineers make tools intuitive, because people only have
221928 - about 20 minutes to learn how to improve productivity, per prior
221929 - telecon on 920215. ref SDS 5 5774
221930 -
221931 -
221933 -  ..
221934 - Transformation of Learning Skills Takes Thousands of Years
221935 -
221936 - Benefits derived from knowledge occur days, weeks, sometimes years
221937 - later, as evidenced by accelerated advance of civilization following
221938 - advances in knowledge capability....
221939 -
221940 -      •  Alphabet technology invented about 700 BC enabled literacy
221941 -      •  Writing history about 400 BC expanded power of literacy
221942 -      •  Printing press about 1450 spread opportunity for literacy
221943 -      •  Universal education about 1850 spread power of literacy
221945 -            ..
221946 -           [On 991108 history of alphabet technology reviewed.
221947 -           ref SDS 52 7048
221949 -  ..
221950 - Morris feels that benefits, which take time to accrue, like
221951 - wordprocessing and spreadsheets, are accepted because the market for
221952 - these methods already exists.  Culture has accepted literacy using the
221953 - alphabet and mathematics for thousands of years.
221955 -  ..
221956 - Morris cited experience at Chips and Technologies, and now at Intel
221957 - indicate that executives don't want better knowledge tools, because
221958 - investing time for learning to retool skills is risky, until someone
221959 - establishes a big enough track record showing new methods like SDS are
221960 - sure winners.  On 890809 Morris said executives want to be 100% sure
221961 - before trying to improve. ref SDS 2 V66N  Therefore, benefits that
221962 - accrue over several months, and certainly over years, are not visible
221963 - enough to attract top executives responsible for improving
221964 - productivity and earnings.
221966 -  ..
221967 - Andy Grove's book "Only the Paranoid Survive" was reviewed on 980307,
221968 - and says that improvement is essential to meet new realities that
221969 - slowly evolve to make practices obsolete which formerly brought
221970 - success, ref SDS 26 2051, yet trying to get successful executives to
221971 - improve is like walking through the Valley of Death. ref SDS 26 1657
221972 -
221973 -     [On 981104 USACE reported Communication Metrics on the Internet is
221974 -     "pretty neat" that represents "out of the box thinking" enabling
221975 -     organizations to prepare for the 21st century. ref SDS 48 4320]
221977 -      ..
221978 -     [On 981121 sent letter on self-evident benefits. ref SDS 49 8456]
221980 -      ..
221981 -     [On 990317 Jason Yuen at SFIA was not totally sure SDS would work,
221982 -     so refused to try. ref SDS 50 5600
221984 -      ..
221985 -     [On 991217 civilization is self-evident benefit of SDS support for
221986 -     knowledge management. ref SDS 53 0320
221988 -      ..
221989 -     [On 001004 benefits of knowledge are deferred, therefore must
221990 -     accumulate experience to demonstrate self-evident benefits.
221991 -     ref SDS 55 P86I
221993 -  ..
221994 - We reviewed Grove's views on effective practices for managers warrant
221995 - consideration based on the success of Intel (see for example the
221996 - record on 971222 where Grove was Time magazine's "Man of the Year"
221997 - because Intel was a profitable firm. ref SDS 24 5900)  Morris noted on
221998 - 960401 that Andy Grove is a good manager, ref SDS 17 3703, whose views
221999 - are worthy of consideration on how to improve management.
222001 -  ..
222002 - Morris recalled having taken classes conducted by Drucker, or on
222003 - Drucker's behalf.  He has read several of Drucker's books.  Morris
222004 - seemed to hold Drucker in high regard as an "expert" whose views are
222005 - worthy of consideration.  He seems to indicate that I have not applied
222006 - Drucker's views correctly, although he did not cite specific errors.
222008 -  ..
222009 - Morris said that since neither Drucker nor Grove have endorsed
222010 - Communication Metrics, it is incorrect to cite their views on
222011 - management, as shown in the record on 931130, ref SDS 10 1855, to
222012 - demonstrate the need for improvements in management practice supported
222013 - by Communication Metrics.
222015 -  ..
222016 - We considered the need to overcome denial cited by Andy Grove as shown
222017 - in the review on 980307, ref SDS 25 3740, which is discussed in my
222018 - letter to Morris. ref DIP 7 8673
222020 -  ..
222021 - I asked Morris to prepare another draft on "how" Communication Metrics
222022 - improves business communications, rather than, or in addition to, the
222023 - resolution of construction claims, as set out in the record on 980903.
222024 - ref SDS 45 4839, and in my letter. ref DIP 7 2250
222025 -    ..
222026 - Morris will consider submitting another draft, but is very busy.
222028 -  ..
222029 - While we talked he got a call from a Boy Scout in Morris' troop, and
222030 - told him there is no Boy Scout meeting today, because of the holiday.
222032 -  ..
222033 - He noted having forgotten to mention in his first draft that POIMS
222034 - technology supports the creation of "intelligence" and that it is
222035 - delivered by Internet.  This can be addressed if he has time to
222036 - prepare another draft.
222037 -
222038 -
222039 -
222040 -
222041 -
2221 -

SUBJECTS
How Com Metrics Works Critical to Customers
Com Manager Role Not Empahsized Because of Cost Concerns
Ignorance Fear Denial Common Sense Prevent Pilot Test to Discover Cou
How SDS Saves Time Money Customers Want to How Com Metrics Works, But

2606 -
260701 -  ..
260702 - Customers Want to Know How Com Metrics Improves Productivity
260703 -
260704 - Morris feels strongly customers need to know "how" Communication
260705 - Metrics can be used by their organization.
260706 -
260707 -     Decided to add a sentence on this that is linked to a detailed
260708 -     explanation at the bottom of the page. ref OF 4
260709 -
260710 -                 http://www.welchco.com/00302.HTM
260712 -  ..
260713 - Did not discuss that people don't ask how alphabet technology works;
260714 - they just use it.  People don't ask how an engine works, they just get
260715 - in the car and turn on the key, because it works better than walking.
260716 -
260717 -       [On 000227 book learning was resisted early in American history
260718 -       until it became endemic to the culture. ref SDS 54 X84N
260720 -        ..
260721 -       [On 001219 explain how SDS saves time and money. ref SDS 56 FO5M
260722 - ..
260723 - I explained concern about drawing attention to the Communication
260724 - Manager because it is a cost factor, and, therefore, psychologically
260725 - is a negative sales factor.  The objective of the web site home page
260726 - is to focus on benefits that encourage prospects to engage the ideas
260727 - and to contact Welch.  Therefore, we present cost effectiveness and
260728 - cost/benefits in the form of ROI found by the USACE and report on the
260729 - Web site. ref OF 4 0583
260730 -
260731 -
260732 -
2608 -

SUBJECTS
USACE Endorsements Not Effective because Rod Helped Prepare Reports

2703 -
270401 -  ..
270402 - Morris indicated USACE reports are not effective because I contributed
270403 - to preparing them, ref DRP 2, and ref DRP 3.  He might therefore
270404 - call...
270405 -
270406 -        Max Blodgett........................415 977 8444
270407 -        Tom Keesling........................415 977 8473
270408 -        Marc McGovern.......................415 977 8467
270409 -        Leonard SooHoo......................415 331 0404
270410 -        Herb Cheong.........................415 977 8705
270412 -      ..
270413 -     [On 981104 USACE reported Communication Metrics on the Internet is
270414 -     "pretty neat" that represents "out of the box thinking" that
270415 -     enables organizations to prepare for the 21st century. ref SDS 48
270416 -     4320]
270417 -
270418 - ...to ask them directly whether Communication Metrics provided useful
270419 - "intelligence" that saved money, as stated in the report.  These are
270420 - public officials who do not have a lot of time to prepare reports, but
270421 - as with most officials who issue reports that are prepared by others,
270422 - they can explain their level of support.
270423 - ..
270424 - I would be interested in any feedback Morris gets.
270425 -
270426 -
270427 -
270428 -
270429 -
2705 -

SUBJECTS
Webmail Clear Concise Complete Communication Reviewed
Email Morris getting 120
Web Mail Improves Writing
Email Read During Meetings, Causes Mistakes

3406 -
340701 -  ..
340702 - Clear, Concise, Complete Communication using SDS for Webmail
340703 -
340704 - Follow up ref SDS 45 5916.
340705 -
340706 - I explained the goal of Communication Metrics to use the Internet for
340707 - clear, concise, complete communication. ref SDS 45 5916
340709 -  ..
340710 - I asked Morris if the new method of using the Internet for email that
340711 - links chronology of related events, history and analysis, as shown in
340712 - my letter, ref DIP 7 3944, is more useful than conventional email he
340713 - is now using, as noted in point 7 of the analysis that he requested
340714 - for his letter on 980903. ref SDS 45 5916
340716 -  ..
340717 - Morris said he sometimes gets 120 email a day.  Most of them are short
340718 - and about one particular subject.  We did not discuss the report on
340719 - 980722 that he gets email of 1+ MB. ref SDS 31 4826, and that it is
340720 - not aligned nor linked to focus attention. ref SDS 31 1944
340721 -
340722 -      [...below, Morris discusses how better communication technology
340723 -      has changed management practices to avoid reading and writing.
340724 -      ref SDS 0 0714
340726 -       ..
340727 -      [On 990422 Dave Vannier cites long letters v. short answers
340728 -      reflect difference between information and data. ref SDS 51 4590]
340730 -  ..
340731 - He said that mentioning Grove and Drucker to show the need for an
340732 - "intelligence" role to overcome new realities of a the business
340733 - environment is a different "subject" from shaping an effective sales
340734 - message, and that this made my letter unclear and imprecise, contrary
340735 - to the goal of Communication Metrics.
340737 -  ..
340738 - He did not indicate having reviewed the explanation and goal of
340739 - producing clear, concise, complete communication, cited in point 7 of
340740 - the analysis on 980903. ref SDS 45 5916
340741 -
340742 -
340743 -
340744 -
340745 -
340746 -
3408 -

SUBJECTS
Management Practices Have Not Changed Since 1960s

3503 -
350401 -  ..
350402 - Management Practices Have Changed at the Dawn of 21st Century
350403 -
350404 - Morris said he believes management practices have not changed since
350405 - the 1970s.  The volume of email and fear of accountability, per above,
350406 - ref SDS 0 A750, have changed management practices.  Morris recalled
350407 - seeing research or hearing at a professional conference that up until
350408 - the 1960s and into the 1970s managers were fairly diligent about
350409 - preparing documents and responding to correspondence that analysed the
350410 - work, and that documents were filed and cross-filed according to
350411 - subject content.  However, with the rise of communication technology
350412 - in the 1970s and 80s, especially email, people have given up and now
350413 - feel more comfortable about using bad management.  Very few people
350414 - these days read and answer correspondence.  Previously, on 980722
350415 - Morris explained his practice improved to avoid backlogs.  Now he is
350416 - more diligent about reading and answering email, ref SDS 31 4826,
350417 - adopting the practice of Rochelle Weichman, Director of Management
350418 - Technologies at the MIT Sloan School of Management, reported on
350419 - 951214. ref SDS 16 I741
350421 -  ..
350422 - A humorous example of past practice using memos for analysis is the
350423 - Philco-Ford memo reviewed on 950803. ref SDS 14 8452
350425 -  ..
350426 - Morris said that today, managers no longer follow traditional methods
350427 - of timely review and response to correspondence.  This understanding
350428 - is supported by research in HBR, reviewed on 940510. ref SDS 11 5567
350429 - Morris asked what has caused this change in management practice?
350430 -
350431 -     [On 980907 the Lehrer News Hour on PBS interviewed several
350432 -     "experts" on technology trends.  There was discussion about the
350433 -     need for better ergonomics to make computers useful. One "expert"
350434 -     said that productivity has not improved since the 1970s, which
350435 -     aligns with Morris' observation.]
350437 -      ..
350438 -     [On 050722 aerospace manager 300 unread email giving up on
350439 -     communication not enough time to read, wants verbal briefings, but
350440 -     not enough time. ref SDS 57 GT5H
350442 -  ..
350443 - We reviewed Max Blodgett's comment at the U.S.  Army Corps of
350444 - Engineers on 980803 that managers have drifted away from reading and
350445 - writing for analysis. ref SDS 32 4192  This aligns with Grove's book
350446 - reviewed on 980307 noting that the business environment has changed.
350447 - There is not enough time for analysis, ref SDS 26 3151 and ref SDS 26
350448 - 2189, but Drucker maintains that good management requires analysis,
350449 - reviewed on 931130. ref SDS 10 7911
350451 -  ..
350452 - The introduction of computers to support business management in the
350453 - 1970s was sold as "automated management" and a "paperless office." It
350454 - resulted in reliance on "data" in the computer, instead of analysis,
350455 - which Henry Kissinger argues is a missing ingredient in management,
350456 - reviewed on 940609. ref SDS 12 4238
350458 -  ..
350459 - A manager at Caltrans made a similar point during a seminar at Cal
350460 - Tech on 921020. ref SDS 6 4365
350462 -  ..
350463 - Dave Vannier at Intel made a similar point at the meeting on 960627
350464 - when he complained that managers get too much "data."  This led to
350465 - better computers that create information, commonly called "information
350466 - technology." see ref SDS 19 5002  On 960510 discussed with Morris that
350467 - IT overwhelms people with information overload, ref SDS 22 2878,
350468 - because the mind needs knowledge, wisdom and vision. ref SDS 18 5672
350469 - CBS 60 Minutes program reported this problem on 980412. ref SDS 29
350470 - 8956
350472 -  ..
350473 - Intelligence failures in foreign policy reviewed on 980815 stem from
350474 - too much information, not enough understandings. ref SDS 37 1173
350476 -  ..
350477 - The need for technology to produce knowledge, wisdom and vision has
350478 - been incorporated into the New World Order paper that explains new
350479 - realities of management, ref OF 2 5846.  It is cited on the Welch home
350480 - page under Publications...
350481 -
350482 -               http://www.welchco.com/00601.HTM#8456
350483 -
350484 -   ...it is also discussed under "What the experts say" on the web
350485 -   page...
350487 -                ..
350488 -               http://www.welchco.com/00501.HTM#4460
350490 -  ..
350491 - On 980824 Max Wideman reports that too much "intelligence" is also
350492 - overwhelming. ref SDS 38 4920
350494 -  ..
350495 - Morris mentioned that Andy Grove does not use a notebook computer,
350496 - which reflects Dave Vannier's disclosure on 950927 of having given up
350497 - on using technology for management support. ref SDS 15 7732
350499 -  ..
350500 - I explained my sense that notebook computers are full of "data" and
350501 - "information," but do not have the connections that provide the
350502 - knowledge, wisdom and vision that Andy Grove needs to manage Intel.
350503 - ref OF 2 5846  This was discussed with Dave on 950927 when we planned
350504 - Intel's presentation for Asilomar. ref SDS 15 5002, ref SDS 15 4408
350506 -  ..
350507 - Additionally, the keyboard is not conducive for working quickly to
350508 - grow new knowledge by adding intelligence to information.
350510 -  ..
350511 - If managers cannot grow new knowledge quickly, they will rely on the
350512 - knowledge they already have, and this leads to problems of disconnect
350513 - due to "knowledge creep," ref OF 2 9448, cited in the Welch web home
350514 - page as a problem that is solved by Communication Metrics.
350515 -
350516 -               http://www.welchco.com/00302.HTM#8538
350517 -
350519 -  ..
350520 - Fear of Accountability Greases Slippery Slope to Bad Management
350521 -
350522 - Another factor that contributed to the drift away from investing time
350523 - for analysis is the increase in litigation that led to increased
350524 - influence of lawyers focused on defense.  The defense of "I don't
350525 - know" requires negative support of no records.  Lawyers therefore
350526 - counsel not to write things down.  This defense results in a lack of
350527 - intellectual capital to support an effective offense. There is no
350528 - "intelligence" to move forward, as discussed with Supreme Court
350529 - Justice Stanley Mosk on 911130. ref SDS 4 5006
350531 -  ..
350532 - Fear of accountability was cited by USACE on 970310, ref SDS 21 2294,
350533 - and reviewed on 980405. ref SDS 27 5065  The drift away from sound
350534 - management practice is developed in the NWO... paper. ref OF 2 5827
350536 -  ..
350537 - Another factor that leads managers to avoid investing time to prepare
350538 - the memos Morris cites as a source for traditional analysis is the
350539 - lack of connections that align, organize and summarize information
350540 - (i.e., conventional analysis lacks "intelligence"), and so it cannot
350541 - be easily integrated into the work flow because the pace of daily
350542 - management is much faster today.  Traditional analysis therefore gives
350543 - the impression of stifling bureaucracy, as developed on 980405. see
350544 - ref SDS 27 3307  This impression, however, overlooks the advantage to
350545 - the writer of analysis that expands personal span of attention, see
350546 - ref OF 1 0557, which is what Covey calls "sharpening the saw,"
350547 - reviewed on 921205. ref SDS 8 1121
350549 -  ..
350550 - The result is dull "saws" and the slippery slope of "feel good"
350551 - management cited by Morris on 911123, ref SDS 3 1331, which Kissinger
350552 - calls "Alice in Wonderland" management, ref SDS 12 4238, as explained
350553 - in the New World Order... paper. ref OF 2 7490  The problem was
350554 - reviewed at the Cal Tech seminar on 921021. ref SDS 7 4390  The
350555 - explanation is at ref SDS 7 7486.
350557 -  ..
350558 - So, there are many reasons why managers do not develop analysis.
350560 -  ..
350561 - This new reality, cited by Drucker reviewed on 931130, ref SDS 10
350562 - 1855, heightens the need for an "intelligence" role, and for clear,
350563 - concise, complete communication, explained in the POIMS paper.
350564 - ref OF 1 1218
350565 -
350567 -  ..
350568 - Intelligence Work Benefits Everyone
350569 - Managers Believe Intelligence Occurs in the Mind
350570 - Executives Need Explanation of Business Intelligence
350571 -
350572 - Follow up ref SDS 45 9472, ref SDS 44 1124.
350573 -
350574 - Morris said that "intelligence" is a mental state that occurs or is
350575 - enhanced as a result of analysis, reflecting Covey's idea about
350576 - "sharpening the saw" discussed above. ref SDS 0 8488
350578 -  ..
350579 - Morris said that traditional analysis methods create "intelligence" in
350580 - the mind of the writer, but such "intelligence" is not useful to
350581 - others. ref SDS 0 0714
350583 -  ..
350584 - This view reflects the value of analysis set out in the POIMS paper,
350585 - ref OF 1 3742, and the benefit of Grove's diligence in writing copious
350586 - notes, as reviewed on 980307. see ref SDS 26 3101
350588 -  ..
350589 - "Intelligence" work, however, transfers analysis to others for broader
350590 - application.  Stock analysts do this work.  The CIA does
350591 - "intelligence" for the President of the United States.  Military
350592 - Intelligence Officers prepare analysis for commanders and so on.
350594 -  ..
350595 - Communication Metrics adds to traditional methods of transferrring
350596 - "intelligence," described by Morris, ref SDS 0 0714, connections that
350597 - show cause and effect, noted by Morris, ref SDS 45 1650, which can be
350598 - easily retrieved over and over again by everyone, simply by clicking
350599 - in their web browser.  This builds understanding and ensures timely
350600 - "follow up" planning discussed in the NWO... paper.
350602 -  ..
350603 - POIMS technology, a new work role and the Internet enable a lot of
350604 - people with minimal skills to benefit from "intelligence."
350606 -  ..
350607 - The drift away from traditional formal analysis, which Morris cites,
350608 - ref SDS 0 0714, results in people having only handwritten notes that
350609 - even they cannot read. ref SDS 20 2079  Delivering "intelligence" on
350610 - the Internet provides a resource that can be used by everyone.  Common
350611 - information and "intelligence" used by everyone, is the essence of
350612 - "communication" as defined on 950327. see ref SDS 13 4822  Delivering
350613 - "intelligence" via Internet increases this benefit because the
350614 - resource is available to anytime, anywhere, as stated in the web page
350615 - mission statement. ref OF 5 0000
350616 -
350617 -                     http://www.welchco.com
350618 -
350619 -
350620 -
350621 -
350622 -
3507 -
Distribution. . . . See "CONTACTS"