THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: July 15, 1990 11:20 AM .......;
Rod Welch
PMI Asilomar PMI conference - marketing SDS activity.
1...Follow up with leads below, and in ref DRT 1.
2...Meeting Management
..............
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CONTACTS
0201 - West Engineers & Associates 415 567 3232
020101 - Mr. Ozro E. West; President
0202 - AT&T 415 224 NNNN
020201 - Mr. Dan Ono
020202 - BCS Project Management Division
0203 - Project Management Institute 415 768 5057
020301 - Mr. Reservations
020302 - Engineer's Club (415 421 3184)
SUBJECTS
SDS, Marketing, Sales
Developing Leads, Industry Contacts
Asilomar Seminar, 900714
Attend seminars, and other product demos to
Meeting Support, Facilitator
0808 - Follow up with leads below, and in ref DRT 1.
0809 -
0809 - ..
0810 - Summary/Objective
0811 -
081101 - Oz came by before we left to get a demo on this thing to see how
081102 - wonderful it really is. The liturature probably seemed to good to be
081103 - true. Wonder what he thinks, now.
081104 -
081105 - Call Oz in a few days to see what he thinks.
081106 -
081107 -
0812 -
0813 -
0814 - Dan Ono
0815 -
081501 - Discussed briefly SDS with Dan during the presentation by Mike Tozzi
081502 - on managing meetings.
081503 -
081504 - Gave him a brochure. He marked it to follow up with Margeret on
081505 - setting a demo date. Dan advised he wants to do a one on one product
081506 - evaluation, before involving other AT&T staff. I explained my
081507 - understanding that Margret is trying to assemble a small group. Dan
081508 - will discuss this with her on Monday.
081509 -
081510 - Tennis!
081511 -
081512 - Dan plays tennis. I suggested that if he wants to do a one on one,
081513 - he might just stop by one day when he has something else scheduled in
081514 - the City. Another idea would be to invite him to hit some balls on
081515 - the weekend at GGTC.
081516 -
081517 -
0816 -
0817 -
0818 - Kathleen Moon
0819 - Christine McCullough
0820 -
082001 - Met Kathleen for breakfast. Gave her a brochure, and one for
082002 - Christine. Saw Christine later in the morning, and she indicated she
082003 - got a brochure from Kathleen.
082004 -
082005 -
0821 -
0822 - Doreen Henson
0823 - AT&T rep
0824 -
082401 - A women who works in other types of projects (not with Dan), was
082402 - visiting with another guy outside the meeting room during the break.
082403 - From her discussion, I offered her a brochure. She will examine and
082404 - get back to me.
082405 -
082406 -
082407 -
082408 -
082409 -
0825 -
0826 -
0827 - David M. Blalock
0828 - PG&E
0829 -
082901 - Gave a brochure to a manager at PG&E. He is:
082902 -
082903 - Lead Project Management Engineer
082904 - Project Management Services
082905 - Project Management Training and Support Department
082906 -
082907 - 201 Mission Street, Room P-852D
082908 - San Francisco, CA 94106
082909 - 415 973 2903
082910 -
082911 - He seemed like a nice guy to follow up with. He was the person who
082912 - chatted with the girl from AT&T, explaining PG&E starting a new
082913 - venture, and him having to make a decision about joining the new
082914 - entity.
082915 -
082916 -
0830 -
0831 -
0832 - Mike Tozzi
0833 - County of Modesto
0834 -
083401 - Meeting Management
083402 -
083403 - Mike is a Chief Executive for the courts in Modesto county (if there
083404 - is a Modesto county). He gave a talk on managing meetings. He also
083405 - had breadfast with us, and told a joke about a scotish guy who gets
083406 - drunk. Girls tie a blue ribbon on him etc. Mike thought I took
083407 - offense at his joke.
083408 -
083409 - Mike has a lot of helpful ideas on handling meetings. A question
083410 - came up about how to "politic" before a meeting. He did not answer
083411 - it, but asked the audience to help him with the question. No one
083412 - answered it directly. I began to offer an answer, but a women began
083413 - talking, and so I deferred to her.
083414 -
083415 - After the meeting, I talked briefly with Mike and expressed appreci-
083416 - ation for his insights. Also mentioned my idea about "politicing."
083417 -
083418 - I gave him a brochure, because much of his work seems to be aimed
083419 - toward automating some of the court systems.
083420 -
083421 - He mentioned he likes to maintain "control." SDS gives him maximum
083422 - control.
083423 -
083424 -
0835 -
0836 -
0837 - Shakir Zuberi
0838 - Project Manager 415 866 6369
0839 - Waste Management Division fax 6521
0840 - Davy McKee Corporation
0841 - 2430 Camino Ramon, Ste #100
0842 - San Ramon, CA 94583
0843 -
084301 - Gave Shakir a brochure just before we left for home. He had an
084302 - Apple handout, so seemed open to looking at new ideas.
084303 -
084304 -
084305 -
084306 -
084307 -
084308 -
084309 -
084310 -
084311 -
0844 -
Distribution. . . . See "CONTACTS"