CONTACTS 
0201 - Pacific Gas & Electric Company                                                                                                                                 O-00000642 0107
020101 - Mr. Toby Tyler                                                                                                                                                   O-00000642 0107
020102 - Manager
020104 - Ms. Jill Miller-Robinett                                                                                                                                         O-00000642 0108
020105 - Manager
020107 - Mr. Bill DeHart, PMP
020108 - Project Manager
020110 - Project Management                                                                                                                                               O-00000642 0201

SUBJECTS
PG&E, Bill DeHart
Sales discussions
Customer Requests for Information
Project Management New Fiberoptic Infrastructure $.5B
Contract Management
Com Metrics, SDS, Welch Introduced to Project Team for Fiberoptic Pro
Background SDS, Welch Work with PG&E

1109 -
1109 -    ..
1110 - Summary/Objective
1111 -
111101 - Follow up ref SDS 58 0000, ref SDS 56 0000.
111102 -
111103 - Reviewed background using Communication Metrics at PG&E.  Discussed
111104 - issues for supporting the new infrastructure program getting underway
111105 - in the next few months.  Discussed initial 6 month Com Metrics support
111106 - effort to launch the project, then assess whether to train and
111107 - implement SDS with internal PG&E staff. ref SDS 0 XO4F  Cost can be
111108 - adjusted to fit PG&E budget and project requirements. ref SDS 0 EQ5N
111109 - Critical need is to begin program launch tasks, whether, or not, Com
111110 - Metrics is adopted. ref SDS 0 1R6O
111112 -  ..
111113 - Submitted ref DIT 1 0001 to Bill for distribution to Jill and Toby.
111118 -
111119 -    [On 010104 no feedback from Jill or Toby. ref SDS 60 0001
111120 -
111122 -  ..
1112 -
1113 -
1114 - Progress
111501 -  ..
111502 - Background using SDS at PG&E for Communication Metrics
111503 -
111504 - Bill DeHart and the Transmission Department evaluated SDS for use at
111505 - PG&E on complex projects, beginning on 940608. ref SDS 3 0001  On
111506 - 950110 Bill issued a formal report on the results of using SDS at
111507 - PG&E. ref DRP 1 8444
111509 -  ..
111510 - Welch's background is reported on 970919. ref SDS 20 0786  History of
111511 - Communication Metrics is reported on 970929. ref SDS 21 5938
111513 -  ..
111514 - There are three (3) elements of Welch support.....
111515 -
111516 -     1.  Schedule Diary System (SDS) is a unique software program that
111517 -         combines time and information management to improve handling
111518 -         of daily working information.  see detailed explanation on
111519 -         940901 when SDS was presented by PG&E to CDWR. ref SDS 4 BV3Y
111521 -          ..
111522 -     2.  Personal and Organizational Integrated Management Support
111523 -         (POIMS) is a new category of software that guides the design
111524 -         of SDS. see ref OF 1 0001
111526 -          ..
111527 -     3.  Communication Metrics is an "intelligence" support role that
111528 -         uses the SDS program, similar to an accountant using a
111529 -         spreadsheet program, or an engineer using a CAD program.  On
111530 -         941130 PG&E reported this new role improves management across
111531 -         departments. ref SDS 11 0003  Since communication is a
111532 -         predicate to action, adding "metrics" improves the work more
111533 -         than traditional project management methods for cost and
111534 -         schedule control. see New World Order... ref OF 2 2984
111535 -          ..
111536 -         Examples of advantage using Com Metrics....
111537 -
111538 -             $100K savings for PG&E on 940928. ref SDS 5 0001
111539 -
111540 -             SDS helps PG&E Real Estate department on 940930.
111541 -             ref SDS 6 5097
111543 -              ..
111544 -             CDWR requested Com Metrics continue, on 941208.
111545 -             ref SDS 12 8841, based on prior report on 941005 that SDS
111546 -             improves daily management. ref SDS 8 0001
111548 -              ..
111549 -             PG&E Contract and Legal Departments want Com Metrics
111550 -             support, reported 941116. ref SDS 10 B8WP
111551 -
111553 -  ..
111554 - U.S. Army Corps of Engineers (USACE) used Communication Metrics on a
111555 - major project for the Port of Oakland.
111556 -
111557 - USACE published reports showing....
111558 -
111559 -     1.  Communication Metrics provided business intelligence that
111560 -         saved the government time and money, ref DRP 2 6172, received
111561 -         on 970418, ref SDS 18 3368,
111563 -          ..
111564 -     2.  Savings were at the approximate rate of 10 times the cost of
111565 -         the Communication Metrics service, ref DRP 3 0001, received on
111566 -         971008. ref SDS 22 2979
111567 -
111568 -
111569 -
1116 -

SUBJECTS
Com Metrics Improves Daily Management Saves Time Money
Internet Delivers Anytime Anywhere Intelligence

1304 -
130501 -  ..
130502 - Jill asked how Communication Metrics improves daily management?
130503 -
130504 - The Com Manager uses SDS to make everybody more productive by
130505 - providing a new resource of "business intelligence" that is delivered
130506 - by Internet in an easy to use form.  People can continue with current
130507 - work practices without taking time to learn SDS.  Bill reported this
130508 - improves PG&E management, see meeting on 941010. ref SDS 9 7777  Two
130509 - years later, on 961127, USACE made a similar finding. ref SDS 16 3747
130511 -  ..
130512 - SDS tracks a greater share of important details, as seen by this
130513 - record, and explained on 000327. ref SDS 50 3971  On 001017 a list of
130514 - meeting notes can be opened to compare SDS records with conventional
130515 - practice. ref SDS 53 1575
130517 -  ..
130518 - SDS hardwires connections of cause and effect that otherwise get mixed
130519 - up in the human mind using conventional methods of filing cabinets and
130520 - email.  SDS provides continual reminders of context and pending
130521 - matters, that are otherwise overlooked (see for example action items
130522 - reported on 000922 for SRI project, ref SDS 52 0001)  Generally,
130523 - people can only remember 5% - 10%, commonly called the "gist" of
130524 - things. SDS improves human memory by an order of magnitude, reported
130525 - recently on 001105. ref SDS 54 FB4I  Research reported on 900319 shows
130526 - that human memory is critical factor of "reasoning" that impacts
130527 - management success. ref SDS 2 0702
130529 -  ..
130530 - On 970603 Intel reviewed how SDS compliments existing practice to
130531 - ensure managers are successful. ref SDS 19 4528
130533 -  ..
130534 - The same meeting explained why Communication Metrics is needed to
130535 - meet new realities of a faster paced business environment, caused
130536 - by an expanding information infrastructure. ref SDS 19 5803
130537 -
130539 -      ..
130540 -     Internet Enables Anytime, Anywhere "Intelligence"
130541 -
130542 -     Bill pointed out that SDS alone, with just Rod using the program,
130543 -     greatly improves daily management (see again the report on 941010.
130544 -     ref SDS 9 7777)  Since SDS was first tried at PG&E in 1994, the
130545 -     SDS program has been ported to the Internet.  This significantly
130546 -     expands the power to collaborate across a wide spectrum of people,
130547 -     regardless of location, with less paperwork.  As a result, SDS is
130548 -     a big step toward the paperless, or "virtual," office that reduces
130549 -     time and cost of paper shuffling.
130550 -
130551 -
130552 -
1306 -

SUBJECTS
Internet
Confidentiality Protect Sensitive PG&E Information

1704 -
170501 -  ..
170502 -
170503 -     Toby asked if confidential information can be suppressed so that
170504 -     PG&E management has control over what is available publicly?
170505 -
170506 -     SDS has a variety of features for security and confidentiality, so
170507 -     that PG&E controls communications it releases.  The record is not
170508 -     stored on the web, per se.  The web is merely used as an efficient
170509 -     method for timely delivering of common information that builds
170510 -     and maintains shared meaning, essential for effective
170511 -     collaboration.
170513 -      ..
170514 -     Additionally, the skill of the Communication Manager assists PG&E
170515 -     in developing a record that is constructive, and, also, protects
170516 -     the interests of PG&E, and of PG&E employees, as Welch's customer.
170517 -     The purpose of the Com Manager role is to make PG&E managers and
170518 -     staff successful, and to minimize risks by ensuring that actions
170519 -     by PG&E are supported by the record.  Except for situations like
170520 -     today where the record directly concerns the relationship between
170521 -     Welch and PG&E, Welch does not appear in the record.  The record
170522 -     belongs to, and is presented in the name of, the responsible PG&E
170523 -     repesentative.
170524 -
170525 -
170526 -
1706 -

SUBJECTS
SDS Assembles Record Based on Organic Subject Structure
Organic Subject Structure Assemble Record on Particular Issues
Organic Structures Greater Control Microcosm of Details Improves Prod
Ontology Organic Subject Structure WBS Methodology

2706 -
270701 -  ..
270702 - SDS Extracts and Assembles Related Information Like the Human Mind
270703 -
270704 -
270705 -     Toby gave an example of a recent need for PG&E to assemble the
270706 -     history showing the evolution of a change order.  He asked if SDS
270707 -     can break out portions of a record that relate to just a
270708 -     particular subject, so the chronology can be easily traced?
270710 -      ..
270711 -     Bill explained that is a big advantage of SDS.
270713 -      ..
270714 -     SDS has a unique method called an "organic subject structure" that
270715 -     provides fine-grained organization, so information can be
270716 -     assembled in alternate ways to reflect the fact that in different
270717 -     contexts, the same information has different meanings. see POIMS
270718 -     for more explanation. ref OF 1 1110
270720 -      ..
270721 -     Jill noted this is like cross-referencing?
270723 -      ..
270724 -     An example is a report prepared for USACE on an environmental
270725 -     compliance issue, that saved the government $190K.  This took
270726 -     about 10 seconds to assemble, and 10 minutes to prepare a cover
270727 -     letter. see report on 981027, ref SDS 26 7315, citing original
270728 -     work on 970417. ref SDS 17 0001
270729 -
270730 -
270731 -
2708 -

SUBJECTS
Duration Welch Commitment to Project
Organization Chart Assignment Staff, Authority, Lines of Communicatio
Program Manager Report to Jill, Need Charter Grant of Authority
Work Breakdown Structure (WBS), Launch Plan, Schedule, Budget
Organic Subject Structure for SDS
Com Metrics Applied at Program Manager Level
Terms and Conditions for Com Metrics, Period

3809 -
381001 -  ..
381002 - Toby asked how long the Welch role continues?
381003 -
381004 - We propose using Com Metrics on a preliminary basis, and then evaluate
381005 - in a few months, whether this method is saving time and money.
381006 -
381007 - PG&E needs help to handle the explosion of details launching a major
381008 - infrastructure program.  A recent report on 001207 shows productivity
381009 - declines, when too many people have too many problems, due to
381010 - information overload. ref SDS 57 0001  Welch will provide Com Metrics
381011 - to ensure that does not occur on PG&E's infrastructure project.
381013 -  ..
381014 - Success of PG&E's project will primarily depend on getting started
381015 - properly with immediate focus on....
381016 -
381017 -       Organization chart showing enough people assigned, lines of
381018 -       communication and authority to carry on the work.
381019 -
381020 -          For example, who is the qualified program manager assigned
381021 -          full time, and reporting to Jill?
381023 -           ..
381024 -          Typically, need written charter authorizing program manager
381025 -          to commit and direct resources necessary to maintain progress
381026 -          of the work.
381028 -        ..
381029 -       Work Breakdown Structure (WBS) organizing the work
381031 -        ..
381032 -       Schedule (initially a launch plan) showing what needs to be
381033 -       done, when and by whom.
381035 -        ..
381036 -       Budget showing resources needed to meet objectives
381038 -        ..
381039 -       Contracts prepared that align with scope, schedule and budget
381040 -       objectives.
381042 -  ..
381043 - In addition, if Communication Metrics is applied, then an early task
381044 - is to review project instruments (e.g., contracts, policies,
381045 - regulations, etc.) to develop a baseline organic subject structure
381046 - that integrates the traditional tasks cited above. ref SDS 0 1R6O
381048 -  ..
381049 - Welch can commit to 6 months of support using SDS. and experience as a
381050 - General Contractor, arbitrator, and Communication Manager, to assist
381051 - PG&E in launching this major infrastructure initiative.
381053 -  ..
381054 - Within a few months, PG&E management can determine whether to
381055 - institutionalize Communication Metrics, as a continuing solution for
381056 - the project.  If PG&E elects to continue, then planning will be needed
381057 - to train and transition PG&E permanent staff to provide the Com
381058 - Manager role using SDS.  Individuals, including managers can, also,
381059 - determine the extent to which they want to use SDS to generate and
381060 - access the record directly.
381061 -
381062 -
381064 -  ..
381065 - Com Metrics Applied at Program Manager Level
381066 -
381067 - Jill noted that Bill is one of two project managers within the overall
381068 - program.  She asked if it would work for Bill to have this support,
381069 - and the other person not to have it?
381070 -
381071 -     •  If one project is bigger, more complex and risky, it might be
381072 -        critical to provide greater resources to that project.  For
381073 -        example, a faster ramp up of activity necessarily creates
381074 -        greater complexity that requires greater support.
381076 -         ..
381077 -        Determination of this issue can be made from the Project Launch
381078 -        plan, cited above. ref SDS 0 B56F
381080 -         ..
381081 -     •  Using SDS on one project and not the other would give a more
381082 -        direct assessment of the difference SDS makes in aiding daily
381083 -        management, and saving time and money.
381085 -  ..
381086 - When SDS was introduced at PG&E in 1994, Bill was the only project
381087 - manager who used SDS, in a group of about 10 other project managers in
381088 - the Transmission Department.  Bill's experience then led to a plan for
381089 - expanding use of SDS, as reported on 941130, ref SDS 11 0001, which
381090 - was curtailed a short time later due extraneous factors.  Since Bill
381091 - has experience applying SDS in a PG&E management setting, he might be
381092 - a logical place to introduce Com Metrics at this time, i.e., start
381093 - with what we know, and then expand that knowledge to others.
381095 -  ..
381096 - On the other hand, using SDS at the program manager level permits
381097 - allocating Com Metrics resources, as necessary, to support all
381098 - projects.  During the meeting today, we reviewed an organization chart
381099 - the Corps of Engineers developed showing plans for Com Metrics to be
381100 - governed by a higher management level, as Jill contemplates.
381101 -
381102 -
381103 -
381104 -
3812 -

SUBJECTS
Cost Com Metrics Support
Terms and Conditions Cost

4004 -
400501 -  ..
400502 - Cost of Services Reflects Value at Risk
400503 -
400504 - Toby asked how much it costs for Communication Metrics?
400505 -
400506 - Typically, Com Metrics is provided on an hourly basis so that support
400507 - is assigned according to daily needs.  Getting approval for an initial
400508 - budget is important; yet, the critical factor is the savings realized
400509 - by using Com Metrics.  USACE found in its study that savings are in
400510 - the range of 10:1. ref DRP 3 0001
400512 -  ..
400513 - Bill suggested offering a range of pricing proposals, so PG&E can plan
400514 - based on budget authority allocated to the program.  That was the
400515 - procedure used by USACE.
400517 -  ..
400518 - The big question is how quickly the program will grow?  Resources must
400519 - be allocated to manage the rate of growth.
400520 -
400521 -     1.  Welch's rate for Com Metrics is normally $150 per hour,
400522 -         including all benefits, overheads, use of SDS and Internet
400523 -         hosting.
400525 -          ..
400526 -         This can be adjusted as necessary to fit budget objectives.
400528 -          ..
400529 -     2.  Program launch for a large infrastructure effort typically
400530 -         requires long days and nights. Recommend that PG&E allocate
400531 -         $150K for this phase.  If less effort is needed, or, if PG&E
400532 -         decides to stand down on Com Metrics in three months, then
400533 -         the balance of the budget can be recovered.
400535 -          ..
400536 -     3.  Scope of services is set out in the report issued by USACE.
400537 -         ref DRP 2 4929  USACE budgeted $172K on 961104 for this scope
400538 -         over 6 months, ref SDS 15 0001, so this reflects a reasonable
400539 -         price, especially relative to ensuing inflation.
400540 -
400541 -
400542 -
400543 -
400544 -
400545 -
400546 -
400547 -
400548 -
4006 -