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: February 25, 1999 03:35 PM Thursday; Rod Welch

Received letter from Roy suggesting a joint grant proposal.

1...Summary/Objective
2...Traceability to Original Sources Core Process Management Productivity
3...Meeting Productivity Improved, SDS Enables People to be Prepared
4...SDS Command and Control of the Record Improves Meeting Productivity
5...Improvements to SDS and Interface with GEM using XML
6...Joint Development - Research Grant Proposal to NSF


..............
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CONTACTS 
0201 - Science Applications                                                                                                                                               O-00000710 0201
020101 - Mr. Roy Roebuck, Ph.D.                                                                                                                                           O-00000710 0201

SUBJECTS
GEM Roy Roebuck
Roebuck SDS Solve Communication Problems
SDS Explanation
Conventional Management Practices
Command and Control of the Record
Organizational Memory History Experience Diary Intelligence Causation
Command and Control of the Record Maintains Access Over Time to Conte
Organizatinoal Memory Knowledge Repository History Experience Diary C
Bright Stars Desciples, Ambassadors for Change, Alliances on Developmen
Organizational Memory Intelligence Organization Analysis Alignment Su
Roebuck, Roy SDS Supports DOD Requirements for Alignment Traceability
DOD Program Manager Explains Why Com Manager Needed

5614 -
5614 -    ..
5615 - Summary/Objective
5616 -
561601 - Follow up ref SDS 28 0000, ref SDS 26 0000.
561602 -
561603 - Roy submits an excellent explanation of the diary side of SDS based on
561604 - his work experience that shows a good grasp of Communication Metrics.
561605 - He suggests coauthoring a grant proposal for funding research on
561606 - technology that supports the management function.
561608 -  ..
561609 - Submitted ref DIT 1 0001 with link to the SDS Typical Day Scenario,
561610 - ref OF 1 0001, that illustrates the process of Communication Metrics.
561611 - ref DIT 1 5964
561612 -
561613 -       [On 990227 asked Morris for comment. ref Sds 31 3420]
561614 -
561615 -       [On 990314 received ideas to improve scenario. ref SDS 34 7975]
561617 -        ..
561618 -       [On 001219 steps using SDS new way of working. ref SDS 47 QT6F
561619 -
561620 -
561622 -  ..
5617 -
5618 -
5619 - Progress
5620 -
562001 - Received ref DRT 1 from Roy responding to my letter sent last
562002 - night, ref DIP 3 with link to 990218, ref SDS 26, which reviews Roy's
562003 - letter. ref DRP 4
562004 -
562005 -
562007 -  ..
562008 - Traceability to Original Sources Core Process Management Productivity
562009 - Meeting Productivity Improved, SDS Enables People to be Prepared
562010 - SDS Command and Control of the Record Improves Meeting Productivity
562011 -
562012 - Roy explains SDS improves management by improving human memory and
562013 - organization, based on his experience at DOD in program management,
562014 - ref DRT 1 1332, which embodies Command and Control of the Record
562015 - explained in POIMS. ref OF 3 1113
562017 -  ..
562018 - Meetings are primary driving force of management productivity, and
562019 - alignment of communication using SDS for traceability to original
562020 - sources is a critical factor for aligning daily work with objectives,
562021 - requirements and commitments, ref DRT 1 QM7M, as called out in ISO
562022 - criteria for management reviewed on 950721. ref SDS 11 1740
562024 -      ..
562025 -     Recognizes need for technology that enables people to be prepared
562026 -     for meetings, reported on....
562027 -
562028 -         Meetings weak link in managment....... 940114, ref SDS 4 2290
562029 -         Com Metrics enables being prepared.... 950327, ref SDS 8 8822
562030 -         70% time wasted in meetings........... 960205, ref SDS 12 5902
562032 -        ..
562033 -       [On 010907 others have recognized SDS work product demonstrates
562034 -       stronger management through better memory. ref SDS 50 KX3L
562035 -
562037 -  ..
562038 - So Roy is quite a kindred spirit.
562039 -
562040 -     [On 990716 NSF project working on related ideas. ref SDS 44 7777]
562041 -
562042 -     [On 990625 Kaiser's guidelines for medical management call for
562043 -     performing communication support. ref SDS 41 0806   Doctors do not
562044 -     have enough time. ref SDS 41 0889]
562046 -      ..
562047 -     [On 990625 article in Fortune says CEOs fail because they do not
562048 -     execute communication tasks. ref SDS 42 1024]
562050 -      ..
562051 -     [On 010420 Jeff Conklin's paper supports SDS capability for
562052 -     capturing the record that provides organizational memory.
562053 -     ref SDS 48 MU7O
562055 -      ..
562056 -     [On 011105 Jeff Conklin reports SDS fascinating, demonstrates
562057 -     ability to perform new way of working based on organizational
562058 -     memory. ref SDS 51 4S6H
562060 -      ..
562061 -     [On 010608 government contract manager inquires about SDS.
562062 -     ref SDS 49 RS4J
562064 -  ..
562066 -  ..
562067 - Roy is onto the value of context, records, chronology and tracability
562068 - (a big part of alignment), that are endemic to SDS. ref DRT 1 9360  He
562069 - gets the idea of organic subject structure or at least recognizes the
562070 - need to assemble stuff in alternate ways, and that this is a unique
562071 - design feature of SDS. ref DRT 1 3105
562072 -
562073 -     [On 001219 steps using SDS new way of working. ref SDS 47 QT6F
562075 -  ..
562076 - Although not expressly stated, Roy seems to value investing time for
562077 - growing knowledge, as explained by the farming analogy on 950426....
562078 - ref SDS 9 4404
562079 -
562080 -     [On 000125 Roy's background in enterprise management supports his
562081 -     assessment of Com Metrics. ref SDS 46 3264]
562083 -  ..
562084 - He knows the problem we are solving, that the solution is valuable,
562085 - and hence produces a huge market, waiting for someone to "throw a
562086 - match on it." as Bill Benkavitch observed on 970611. ref SDS 16 0900
562088 -  ..
562089 - Roy cites a big challenge of communication that people pay a price for
562090 - remembering things differently, ref DRT 1 9360, noted previously by
562091 - Campbell, reviewed on 900303, ref SDS 2 7Z6G, and this causes
562092 - enormous conflict, stress, and loss of time, especially in meetings,
562093 - reported earlier on 940114, ref SDS 4 2290, leading to loss of
562094 - earnings, and even lives, as in the case of the Space Shuttle
562095 - exploding on take off, reviewed on 921021. ref SDS 3 4499
562097 -  ..
562098 - On 981223 Tom Keesling reported this problem to HQUSACE, ref DRP 7
562099 - 1400, reviewed in the record on 981223, ref SDS 21 0972, which makes
562100 - cost savings a "miracle" for management, reported on 981027.
562101 - ref SDS 19 7315  Tom also published a solution using SDS for Com
562102 - Metrics to provide intelligence support. ref DRP 5 6172
562103 -
562104 -     [On 990226 Max Wideman suggested a source on enabling people to
562105 -     handle a lot of information. ref SDS 30 8849]
562107 -  ..
562108 - A few examples of managers wasting 70% of the day fixing mistakes
562109 - caused by guess and gossip and limited span of attention. (see 960205.
562110 - ref SDS 12 5222)...
562111 -
562112 -          PG&E on 941209..................... ref SDS 5 7777
562113 -          Chips & Tech on 950228............. ref SDS 7 1994
562114 -          USACE on 970405.................... ref SDS 14 0000
562115 -          Intel on 970603.................... ref SDS 15 5803
562117 -  ..
562118 - But, what about yesterday? ref SDS 27 1718; today? ref SDS 29 0000
562120 -  ..
562121 - On 950327 defined Communication Metrics to solve it. ref SDS 8 4822
562122 - and ref SDS 8 0200
562124 -  ..
562125 - Stenographic recordings of meetings mentioned in Roy's letter today,
562126 - ref DRT 1 9972, are often less effective than expected, see on 880907,
562127 - ref SDS 1 4554, and more recently on 971024 with Max Wideman.
562128 - ref SDS 17 7137  Verbatim transcripts can be useful, but are not the
562129 - content of an SDS record.  SDS contains what managers draw from what
562130 - is said and what actions are taken as a result and why. They show what
562131 - is in the managers mind, that is what we want to discover., i.e.,
562132 - meaning, intent, consequences -- intelligence.
562133 -
562134 -      [On 990301 received letters from Roy that seems to follow up on
562135 -      using voice data entry. ref SDS 32 9503]
562137 -       ..
562138 -      [On 990314 received details on investigating voice data vendors
562139 -      as market channel for SDS. ref SDS 34 8847]
562140 - ..
562141 - Will submit the SDS scenario, ref OF 1 0000, to provide a
562142 - broader perspective on the concept of integrating scheduling, doing
562143 - and reporting.  He has only seen the "reporting" stuff so far, as
562144 - explained in POIMS. ref OF 3 2300
562145 -
562146 -      [On 990301 received link to scheduling standards emerging for the
562147 -      Internet. ref SDS 32 8492]
562149 -       ..
562150 -      [On 990314 received ideas to improve scenario. ref SDS 34 7975]
562151 - ..
562152 - Roy has strong work experience, ref DRT 1 1332
562153 -
562154 -        manager
562155 -        Facilitator and trainer
562156 -        contract manager
562157 -        proposal manager
562158 -        project manager and trainer
562159 -        system and software engineers support
562160 -
562161 -    ...and expertise. ref DRT 1 8839
562162 -
562163 -        Roy's current work seems to involve applying GEM (reviewed on
562164 -        990218, ref SDS 26 8034), and that this is an "enterprise"
562165 -        systems development project for DOD.
562167 -           ..
562168 -          [On 990227 asked Morris for comment. ref Sds 31 3420]
562170 -           ..
562171 -          [On 990310 reviewed Roy's "Offer". ref SDS 33 2829]
562172 -        ..
562173 -        Gosh, maybe they can use Comm Metrics?
562174 -
562176 -  ..
562177 - Improvements to SDS and Interface with GEM using XML
562178 -
562179 - Roy offers guidance on migrating SDS toward mainstream programming
562180 - standards and tools, expressly citing XML. ref DRT 1 1071
562181 -
562182 -     [On 990227 asked Morris about this. ref Sds 31 1620]
562184 -      ..
562185 -     [On 000124 XML proposed for Dynamic Knowledge Repository (DKR)
562186 -     being developed by Doug Engelbart under a Colloquium at Stanford.
562187 -     ref SDS 45 3551]
562189 -  ..
562190 - He has some ideas on integrating SDS with GEM, ref DRT 1 4158.  GEM
562191 - was reviewed on 990218. ref SDS 26 1320 and ref SDS 26 2180
562192 -
562193 -     [On 990301 received letter with links to protocols to consider XML
562194 -     for SDS. ref SDS 32 9528]
562195 - ..
562196 - He suggests this could be valuable. ref DRT 1 5940
562197 -
562198 -
562199 -
562200 -
5623 -

SUBJECTS
NSF Proposal Initiating
Objectives

5804 -
580501 -  ..
580502 - Joint Development - Research Grant Proposal to NSF
580503 -
580504 - Roy has a good revenue situation that lets him experiment with his
580505 - development ideas. ref DRT 1 7140
580506 -
580507 - I wonder how he addresses the communication problems detailed in his
580508 - letter? ref SDS 0 6956
580509 - ..
580510 - He is preparing an application for an NSF small business grant
580511 - to research and implement his approach to automated support for
580512 - management, and invites my consideration to participate in the effort.
580513 - ref DRT 1 8279
580515 -  ..
580516 - Roy says a byproduct of a successful proposal might be a detailed
580517 - business plan that could be presented to sponsors, investors, and
580518 - potential clients for more immediate funding.  He envisions doing
580519 - joint speaking events. ref DRT 1 7095
580521 -  ..
580522 - This may be a good opportunity for Roy who needs support to implement
580523 - his important ideas on context management.
580524 - ..
580525 - What objectives make sense for Communication Metrics that
580526 - already manages context with SDS?  What can we research, since it
580527 - appears the main challenge we face is educating executives and
580528 - managers on the benefit of adding an "intelligence" role and investing
580529 - intellectual capital rather than foraging on information.
580531 -  ..
580532 - People have a lot of difficulty understanding concepts of Com Metrics,
580533 - e.g.,
580534 -
580535 -           Intelligence
580536 -           Converting Information into Knowledge
580537 -           Automated integration of time and information
580538 -           Knowledge Space as a continuous knowledge stream
580539 -           Think, remember and communicate, lifting capacity
580540 -           Thinking through writing
580541 -           Organic subject structure
580542 -           Operating System for People and Organizations
580543 -           Management cycle of plan, perform, report,
580544 -           Solving meaning drift
580545 -           Alignment, also, traceability to original sources
580546 -
580547 - ...summed up by the idea of improving the alphabet, reviewed on
580548 - 990218, ref SDS 26 7790, it seems like a long shot for people who do
580549 - not have experience interacting with the system, to be able to grasp
580550 - these ideas in sufficient degree to award money for research.
580551 - ..
580552 - One advantage would be to expose the language of Com Metrics, so
580553 - that it does not seem foreign, as planned for the Corps of Engineers
580554 - project, reported on 960913. ref SDS 13 7734
580556 -  ..
580557 - It could be helpful to get feedback from scientists and researchers.
580558 - but a proposal might get confused with conventional efforts to develop
580559 - data mining and knowledge management, which are mostly selling and
580560 - document management schemes rather than methods to improve management
580561 - and earnings by augmenting intelligence.
580563 -  ..
580564 - If we can get reviewers to interact with the record on the Internet,
580565 - there is a chance they will recognize merit, as reported by the U.S.
580566 - Army Corps of Engineers on 981027, ref SDS 19 7315, and again on
580567 - 981104, reporting self-evident benefits. ref SDS 20 4320
580569 -  ..
580570 - Enterprise Management might be a bridge concept for Com Metrics, as
580571 - the core feature of a knowledge repository.
580572 -
580573 -     [On 990227 asked Morris for comment. ref SDS 31 3420]
580574 -
580575 -     [On 990301 received letter with links to protocols to consider for
580576 -     SDS. ref SDS 32 8492]
580578 -      ..
580579 -     [On 990314 developed research issues. ref SDS 34 5280]
580581 -      ..
580582 -     [On 990427 Morris suggests developing a search engine. ref SDS 35
580583 -     5624]
580585 -      ..
580586 -     [On 990522 proposal is to be submitted online. ref SDS 36 9077]
580588 -      ..
580589 -     [On 990609 set specific research objective to develop Internet
580590 -     search engine. ref SDS 37 3835]
580592 -      ..
580593 -     [On 990614 directed to submit printed proposal, ref SDS 38 5673,
580594 -     explained need to review proposal online. ref SDS 38 0561]
580596 -      ..
580597 -     [On 990615 Project Summary sets objectives. ref SDS 39 1289 and
580598 -     Technical Objectives established. ref SDS 39 3844]
580600 -      ..
580601 -     [On 990616 submitted proposal to NSF. ref SDS 40 0001]
580602 -
580603 - ..
580604 - Need to see terms of grant with respect to ownership of work
580605 - product.
580607 -  ..
580608 - How do we differentiate what we already have from the results of
580609 - research?
580611 -  ..
580612 - I guess we need to talk about this.
580613 -
580614 -     [On 990314 received research sources. ref SDS 34 0084]
580615 -
580616 -
580617 -
580618 -
580619 -
580620 -
580621 -
5807 -
Distribution. . . . See "CONTACTS"