THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: May 25, 1994 00:05 AM Wednesday; Rod Welch

Received articles on PM trends and support tools.

1...Summary/Objective
2...WBS Background and Practices
3...Cost/Schedule Control System Criteria
.....Comment


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

CONTACTS 
0201 - Primavera Systems, Inc.            215 667 8600 fax 7894
020101 - Mr. Joel M. Koppleman; President
0202 - San Deigo Gas & Electric Company   619 696 8525
020201 - Mr. Roger B. Glaser; Schedule Administrator, Project Services Team
020202 - Construction Services Department

SUBJECTS
Personnel, Training, Management Skills
Automation, Implementing, 930119
Learning/Education
Learning period/difficulty

0706 -    ..
0707 - Summary/Objective
0708 -
070801 - The article at ref OF 5 line 14 explains that new users must expect
070802 - to invest some time learning new software, i.e. learning is not
070803 - "automatic."
070804 -
070805 - It is also necessary to know what the program is expected to
070806 - accomplish.  For example if you don't know critical path means, you
070807 - will some help using a CPM program, ref OF 5 line 44.
070808 -
070809 -      This is a challenge in learning SDS.  No one has any experience
070810 -      with linking and integrated scheduling and reporting.
070811 -
070812 -      Training and support, and education are necessary.
070813 -
070814 -
070815 -    ..
070816 - A second article on this subject is at ref OF 14 line 20.
070817 -
070818 -    This article deals more with organizational considerations in
070819 -    acquiring software, whereas the first article deals with individual
070820 -    challenges in using software.  The author here also concludes that
070821 -    it is not easy to choose and implement new software.
070822 -
070823 -    Tracks life-cycle of software implementation from in-house "expert"
070824 -    creating complex system, ref OF 14 line 22, to selecting commercial
070825 -    standard systems, that seem easier to use and hiring an outside
070826 -    consultant, ref OF 14 line 63.
070827 -
070828 -        This "life-cycle" is the downside of the "usability" design
070829 -        approach explained at ref SDS 10 line 84.
070830 -
070831 -    ..
070832 -    Author cites "fear and guilt" as motivators vis a vis
070833 -    downsizing, for employees to make a strong effort to implement
070834 -    automation, ref OF 14 line 117.
070835 -
070836 -    Author compares "lower-end" software products to using small
070837 -    airplanes that require special or dedicated training; while
070838 -    "high-end" software is like passenger jets that require a lot of
070839 -    labor to support the entire "system." ref OF 14 line 151.
070840 -
070841 -        This means you cannot get something for nothing.  If you want
070842 -        to accomplish a lot of good work, you need a tool that
070843 -        accomodates the complexities of that work.
070844 -
070845 -
070846 -     Sent author ref DIT 4 line 30 with the SDS & POIMS spec.  If he
070847 -     responds, will send paper on NWO...
070848 -
070849 -
070850 -
070851 -
070852 -
0709 -

SUBJECTS
Personnel, Training, Management Skills
Project Planning & Oversight
Cost Management, C/SCSC
WBS Planning Methods
Send product information, requesting give
WBS Subject Index Methodology

1209 -
120901 -  ..
120902 - WBS Background and Practices
120903 -
120904 - Follow up ref SDS 2 7462.
120905 - ..
120906 - One of the authors of this article is Jeol M. Koppleman, who is
120907 - president and co-founder of Primavera.
120908 -
120909 -     Submitted letter ref DIT 1 0000, which submits the paper on POIMS
120910 -     technology, ref OF 2 0000, and follows up the letter to Arnie at
120911 -     ref SDS 7 0000, and last call at ref SDS 8 0000.
120912 -
120913 -       [On 941016 met Joel at a seminar and industry exposition; he had
120914 -       not received my letter. ref SDS 12 9563
120915 -
120916 - The article at ref OF 10 line 20, is about using CPM, WBS and cost
120917 - control together to accomplish earned value analysis, which is part
120918 - of the C/SBCS.
120919 -
120920 - Earned value is a method of accomplishing PMBOK criteria of "Scope
120921 - Management," ref OF 10 line 33.  The authors explain it in relation to
120922 - recognizing when to seek additional compensation for performing work
120923 - beyond the contract scope.
120924 - ..
120925 - WBS came from the practice of writing organization charts
120926 - showing people, groups and responsibilities.  WBS applied that idea to
120927 - a project by creating distinct work packages on large projects,
120928 - ref OF 5 line 61.  However, a WBS is not an org chart, ref OF 10 line
120929 - 78.
120930 -
120931 -      WBS is a "product" oriented hierarchy that progressively breaks
120932 -      out the WBS elements from the top WBS box, ref OF 10 line 83
120933 -
120934 - Project Breakdown Structure (PBS) is explained at ref OF 10 line 93,
120935 - and is distinguished from WBS at ref OF 10 line 98.
120936 -
120937 -      It must include all deliverable end items ... and includes the
120938 -      major functional tasks that must be performed 2 The PBS would
120939 -      appear to have its primary focus on the product of the project,
120940 -      whereas the WBS has its focus on the project's work tasks.
120941 -          ..
120942 -          Comment ------- I don't understand the distinction.
120943 -          The authors seem to be concerned with both "products" and
120944 -          "tasks."
120945 -
120946 -          This may go to the point that the organization of knowledge
120947 -          can have different forms for slightly different purposes.
120948 -
120949 -
120950 - Subject Index is a hierarchical identification of organizational
120951 - objectives, similar to a WBS or PBS.
120952 -
120953 -
120954 - Author says a hierarchical structure of the project is required in
120955 - order to relate the requirements of the project to elements of the
120956 - company's organizational structure, ref OF 10 line 132.
120957 -      ..
120958 -      I thought the need for hierarchy was to show the relation
120959 -      of a particular part to the whole objective.
120960 -
120961 -
120962 -
120963 -  ..
120964 - Cost/Schedule Control System Criteria
120965 -
120966 - Earned value concept was first introduced in 1967 as part of C/SCSC
120967 - and originally comprised 35 criteria. ref OF 10 TO6L
120968 -
120969 - The first criteria is to define a WBS. ref OF 10 8S5N
120970 -
120971 - The owner/buyer establishes top levels of WBS to control payments, and
120972 - the contractor developes the lower levels for accomplising the larger
120973 - goals. ref OF 10 LT7M
120974 -
120975 - SDS applies this same concept to communiation, and since this is the
120976 - driving force of productivity, SDS has a much larger impact on
120977 - earnings than does traditional cost and schedule control, per POIMS.
120978 - ref OF 2 LB4M
120979 -
120980 -    [On 950202 Kerzner lectured on advantages of integrating cost and
120981 -    schedule control, and reported communication is the driving force
120982 -    of productivity, but failed to address integrating communication
120983 -    control with cost and schedule. ref SDS 13 5093
120984 -
120985 -
120986 -
120987 -
120988 -
120989 -
120990 -
1210 -

SUBJECTS
Personnel, Training, Management Skills
TQM
Executive Training, 930726
Teamwork, Cultural Diversity
Knowledge is Power

1708 - Summary/Objective
1709 -
170901 - The article at ref OF 19 line 10, is another by Jaclyn Kostner, who
170902 - writes about ideas she has developed in the TQM genre.  This follows
170903 - up the work at ref SDS 6 line 302.
170904 -
170905 -     Sent response at ref DIT 5 line 40, with NWO paper.
170906 -
170907 - The author discusses problems in managing employees ("cross-functional
170908 - teams) who work at distributed locations, ref OF 19 line 41, a theme
170909 - discussed in her prior article at ref SDS 6 line 305.
170910 -
170911 - The author feels power is critical to achieve managerial success, ref
170912 - OF 19 line 57, and says that exercising organizational authority is
170913 - more complex (i.e. is diffused) when employees are spread out and have
170914 - different skills, ref OF 19 line 68.
170915 -     ..
170916 -     Comment ------- This seems to echo the theme of leadership
170917 -     v. knowledge discussed in reviewing Covey's book at ref SDS 4 line
170918 -     162, which was submit- ted to Jaclyn at ref SDS 5 line 131.
170919 -
170920 -
170921 - She says "legitimate" power comes from rank, ref OF 19 line 86. Teams
170922 - comprised of people of varying rank based on functional and geographic
170923 - location, make exercising legitimate power difficult, so someone winds
170924 - up with responsibility, but not the authority to carry it out effec-
170925 - tively, ref Of 19 line 106.
170926 -
170927 -     Another view on the source of power as emanating from purpose,
170928 -     scope and time of service, is at ref SDS 11 line 72.
170929 -
170930 - Important projects are easier to exercise power.
170931 -
170932 - "Connection" power is derived from working with the boss and other
170933 - high level folks, networking with colleagues, and good relations with
170934 - customers, suppliers.
170935 - ..
170936 - The author defines "empowerment" as capturing power from
170937 - distributed employees, and feels abusing power is not as effective as
170938 - it used to be, ref OF 19 line 222.
170939 -
170940 -     Comment
170941 -
170942 -     What about Machavelli??  What about knowledge???
170943 -
170944 -     Someone once said "knowledge is power."  I find that no matter
170945 -     where people are, whether meeting face to face, or distributed
170946 -     around the world, people who have knowledge and communication
170947 -     skills, wield effective power, even in a nominally subordinate
170948 -     position.
170949 -
170950 -
170951 -
170952 -
170953 -
1710 -

SUBJECTS
SDS Marketing, Sales,
Developing Leads PMI

1905 - Summary/Objective
1906 -
190601 - There are a number of other items in the May 94 issue of Pmnetwork,
190602 - which I submitted letters to elicit interest in SDS.
190603 -
190604 - Followed up letter sent at ref SDS 1 line 41, to Roger Glasser on his
190605 - article on page 57, by sending ref DIT 3 line 28, along with the NWO
190606 - paper.
190607 -
190608 - Rodger Bush received NPMI's Wally Kruse award, on page 75 of May
190609 - Pmnetwork, sent ref DIT 1 line 30, congratulating him, following up
190610 - our discussion at ref SDS 3 line 30.
190611 -
190612 -     Sent him letter ref DIT 3 line 30, of congratulations , with NWO
190613 -     letter.
190614 -
190615 -
190616 -
1907 -
Distribution. . . . See "CONTACTS"