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: November 30, 1994 09:00 AM Wednesday; Rod Welch

Visited with Bill and Chris on SDS budget, CO #3.

1...Summary/Objective
2...Tom Marki Assigned PM on CDWR, Gold Hill Instead of Mike Emory
3...PM Transition Support Using SDS for PG&E Management Changes
4...Project Analyst, Scribe Improves Communication, Productivity
5...Learning and Using is Major Effort Like Introducing CPM and PM
6...SDS Training Requires Mentoring to Transition to New Work Practice
7...Broader SDS Application
.....SDS Has Worked Well
.....Discoverability
8...Cost of Welch Support
9...SDS Training for Chris


..............
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CONTACTS 
0201 - PG&E Proj Mngmnt Transm Sys                                                                                                                                        O-00000329 0201
020101 - Mr. Bill DeHart, PMP
020102 - Project Manager, Room 1183B-V11C
020103 - Project Management Group
0202 - PG&E Proj Mngmnt Transm Sys                                                                                                                                        O-00000329 0202
020201 - Mr. Christopher A. Snyder,P.E., PMP
020202 - Director, Project Management, Room 1161B-V11C
020203 - Project Management Group

SUBJECTS
Budget for Other Projects
Objectives/scope
Discovery, Security, Privacy
Evaluation
Internal Departments Helped by SDS

0907 -
0907 -    ..
0908 - Summary/Objective
0909 -
090901 - Follow up ref SDS 16 0000.
090902 -
090903 - Developed plans to extend and expand SDS support, and begin training
090904 - PG&E staff over the next eight months.
090906 -  ..
090907 - Bill will prepare CO #3 for signature tomorrow extending SDS contract
090908 - until end of July 1995; need this prior to submitting invoice for
090909 - November.
090910 -
090911 -
090912 -
090914 -  ..
0910 -
0911 -
0912 - Discussion
0913 -
091301 - Tom Marki Assigned PM on CDWR, Gold Hill Instead of Mike Emory
091302 - PM Transition Support Using SDS for PG&E Management Changes
091303 -
091304 - Chris confirmed that Tom Marki has been assigned Project Manager to
091305 - take over Bill's projcts, including CDWR and Gold Hill, instead of
091306 - Mike Emory, who was initially given this assignment on 941024.
091307 - ref SDS 9 KX4M  Chris explained that Mike decided to take early
091308 - retirement, along with Bill DeHart, so this change was necessary.
091310 -  ..
091311 - Chris wants Tom to learn SDS, so that Welch can be used for training
091312 - and broader support of SDS within in PG&E, discussed further below.
091313 - ref SDS 0 6006
091315 -  ..
091316 - Bill reviewed the need to transition Tom Marki as the new Project
091317 - Manager for Gold Hill and CDWR, in light of the fact that Mike Emory
091318 - has been getting up to speed on SDS for several months, since 940927
091319 - when Mike was advised he would be taking over for Bill. ref SDS 4 8966
091321 -  ..
091322 - Mike has also done a lot of homework the past few weeks on CDWR, for
091323 - example, on 941115 Mike toured of all project sites to meet staff,
091324 - review progress and develop action items. ref SDS 13 0001
091326 -  ..
091327 - Bill advised that the State's project manager, Lori Brown, has asked
091328 - that Welch continue to support the CDWR project, while Tom becomes
091329 - familiar with the job; and Pam Taheri at PG&E Contracts has indicated
091330 - Welch support is needed to complete contracts with SMUD and Sierra on
091331 - the Gold Hill project.
091333 -  ..
091334 - Chris said that Welch should focus on PM transition on CDWR and Gold
091335 - Hill through December, because of the short work period due to the
091336 - holidays; then in January, begin training PG&E staff to use SDS, and
091337 - expanding application.
091339 -  ..
091340 - Chris plans to ask Tito to support Tom in the Project Analyst role so
091341 - that Cynthia will not be excessively burdened during her pregnancy.
091342 -
091344 -  ..
091345 - Bill feels this is a good approach.
091347 -  ..
091348 - Chris advised that Cynthia can continue with her current duties
091349 - tracking budgets and payments on CDWR and Gold Hill.  She can learn
091350 - SDS at her own pace.
091351 -
091352 -
091354 -  ..
091355 - Project Analyst, Scribe Improves Communication, Productivity
091356 - Learning and Using is Major Effort Like Introducing CPM and PM
091357 - SDS Training Requires Mentoring to Transition to New Work Practice
091358 -
091359 - Chris indicated he has talked to Tito about learning SDS, and Tito was
091360 - receptive to the idea.
091362 -  ..
091363 - Bill feels it is important to develop expertise within PG&E to use
091364 - SDS, because PM's are so often away from the office.  This is the
091365 - "scribe," and "analyst" role to organize, analyse and align daily
091366 - communication, which was discussed with Chris on 941010. ref SDS 8
091367 - 1870
091369 -  ..
091370 - Chris wants Tito and Tom to become proficient in SDS, so they can
091371 - train others in the PM group.  He feels the new Director, Terry
091372 - Morford, is also a possible candidate.
091374 -  ..
091375 - This training will begin in January.
091377 -  ..
091378 - Bill explained experience with SDS and the role Welch has provided the
091379 - past 4 months supporting management at PG&E, requires transitioning
091380 - and mentoring over an extended period, similar to PG&E's experience
091381 - adopting project management, CPM, and other business systems.  For
091382 - example, on 940728 Kent Hea reported that PG&E has invested $60M to
091383 - transition the firm into Microsoft software, which entails a lot of
091384 - training.  At that time, Kent liked integrated functionality in SDS,
091385 - but was concerned about whether SDS could be successful working with
091386 - PG&E people and systems. ref SDS 3 HL9I
091388 -  ..
091389 - Bill indicated today that widespread favorable reception by PG&E staff
091390 - in other departments, success on the CDWR project, reported on 941005,
091391 - ref SDS 6 0001, and on Gold Hill, reported by Pam Tehari, indicates
091392 - that SDS offers a significant opportunity to improve PG&E.
091393 -
091394 -       [On 941228 SDS cancelled due to downsizing. ref SDS 17 9954
091396 -        ..
091397 -       [On 950110 received favorable report on SDS at PG&E. ref SDS 19
091398 -       0001
091399 -
091401 -  ..
091402 - Broader SDS Application
091403 -
091404 - Bill reviewed planning on 941009 for expanding use of SDS at PG&E,
091405 - ref SDS 7 0001  Transmission Contracts is a logical avenue for this
091406 - initiative, per discussion with Pam Taheri on 941129. ref SDS 15 0001
091408 -  ..
091409 - On 941116 Glenn West requested a demonstration of SDS for managing
091410 - information in the legal department. ref SDS 14 VT6N
091412 -  ..
091413 - Chris has mentioned to Luther that the Welch contract will likely be
091414 - extended beyond the current period into the July 95 time frame to
091415 - support wider use of SDS within PG&E.
091416 -
091418 -      ..
091419 -     SDS Has Worked Well
091420 -
091421 -     Chris confirmed that Pam Tahari in the Contract department, and
091422 -     others at PG&E (Land, Construction, Legal, Information Services)
091423 -     have reported to him that SDS adds value to PG&E's management, and
091424 -     commended Bill for improving coordination and collaboration with
091425 -     the project management department, as contemplated in issuing
091426 -     change order #2 to the Welch contract, from meeting on 941010,
091427 -     ref SDS 8 7777 and at ref SDS 8 6649, and from CDWR on 941005.
091428 -     ref SDS 6 0000
091430 -      ..
091431 -     This reflects cost savings identified in the SDS record, e.g.,
091432 -     941004. ref SDS 5 8899
091433 -
091434 -         Favorable reports show progress on a major goal of the Welch
091435 -         contract with PG&E to validate management concepts set out in
091436 -         POIMS, discussed in the meeting on 940728, ref SDS 3 9942,
091437 -         also ref SDS 3 8300.
091439 -            ..
091440 -           [On 941228 reviewed need for simple explanation of success
091441 -           using SDS and POIMS technology. ref SDS 17 9954.]
091443 -          ..
091444 -         I mentioned earlier discussions with Bill on the need for
091445 -         continual education to building a base of confidence among
091446 -         PG&E management about POIMS concepts for good management,
091447 -         based on personal and organizational memory and management.
091448 -         Since SDS automates the Welch vision of sound management
091449 -         practice, and since "management" is a very complex craft,
091450 -         which people learn over a long period, new users can get
091451 -         discouraged about the complexity of SDS, because for the first
091452 -         time they are confronted by the complexity of their work.  The
091453 -         history of success with CDWR, Gold Hill, Bill, Pam and others,
091454 -         engenders faith among new users to struggle toward acquiring a
091455 -         new skill, called SDS.
091457 -          ..
091458 -         The importance of "faith" is discussed on 921205, ref SDS 1
091459 -         8493, and it is critical that we build in new users the faith
091460 -         that Bill has acquired the past few months.
091461 -
091462 -           [On 941228 reviewed need for simple explanation of success
091463 -           using SDS and POIMS technology. ref SDS 17 9954.]
091464 -
091466 -      ..
091467 -     Discoverability
091468 -
091469 -     Chris advised that Pam has commented to him about professional
091470 -     expertise to prepare a record that is useful for getting the work
091471 -     done, but also withstands scrutiney of legal discovery.  This was
091472 -     discussed with Bill when SDS was demonstrated at PG&E on 940628.
091473 -     ref SDS 2 IW5L  Experience responding to subpoenas, and research
091474 -     with distinguished jurists and contract lawyers indicate there may
091475 -     be less exposure than might be expected by those who do not have
091476 -     experience with SDS.
091478 -      ..
091479 -     I will follow up with Pam and Glenn on this point.
091480 -
091481 -        [On 950103 met with Pam. ref SDS 18 0001
091482 -
091483 -
091484 -
091486 -  ..
091487 - Chris feels direct support for PG&E Transmission Contracts or other
091488 - PG&E elements should be performed under a separate contract with
091489 - Welch.
091490 -
091491 -
091493 -  ..
091494 - Cost of Welch Support
091495 -
091496 - Chris noted that the cost of Welch support is comparable to PG&E's
091497 - cost of project management.
091498 -
091499 - Welch brings SDS skills and management expertise that add to PG&E's
091500 - capability, as set out in the Welch contract with PG&E, see page 1
091501 - ref DRP 1 line 111 incorporating the Welch proposal, and the proposal
091502 - page 3 ref DIP 1 line 422 under "Construction Management Services".
091503 - This is further reflected in discussions at ref SDS 8 line 111, and
091504 - the meeting with IBM at ref SDS 12 line 220.
091505 -
091506 -
091508 -  ..
091509 - SDS Training for Chris
091510 -
091511 - He expects to have his upgraded computer on-line within a few days.
091512 - He will be available for installation and training on Friday, 941202,
091513 - or Monday of the following week.
091514 -
091515 - I explained the need for an initial orientation of management con-
091516 - cepts that can take about 4 hours, as was done with Bill and Cynthia,
091517 - ref SDS 11 line 86.
091518 -
091520 -  ..
091521 - Training in groups?
091522 -
091523 -     Will leave this for future decision at end of January.  We will
091524 -     initially provide conceptual overview of SDS for Chris, Tito and
091525 -     Tom during the January time period, or sooner if practical. This
091526 -     will be a formal presentation, similar to what I did for Bill and
091527 -     Cynthia at ref SDS 10 line 73.
091528 -
091530 -  ..
091531 - Using Bill as SDS liaison, per ref SDS 16 line 83.
091532 -
091533 -     Was not able to bring this up.
091534 -
091535 -
091537 -  ..
0916 -
0917 -
0918 - Administration
0919 -
091901 - Access into the building.
091902 -
091903 -    Chris will have Jim Serchak take care of this.
091904 -
091906 -  ..
091907 - Support to get documents loaded into SDS.
091908 -
091909 -    Chris will investigate about getting the scanner hooked up, and
091910 -    see if Jim can help on this.
091911 -
091912 -    Bill explained how we are logging all "documents" into SDS, so we
091913 -    can organize the record, provide fast access, and also capture the
091914 -    correlation of understandings in EM, formal correspondence, dis-
091915 -    cussion, personal analysis, meetings and calls.  PG&E PM staff
091916 -    typically print EM so they have a hard copy, but with SDS, we need
091917 -    information on-line in order to convert it into knowledge.
091919 -     ..
091920 -    EM and attached files such as Word or Wordperfect document files,
091921 -    are easy to integrate with SDS,
091923 -     ..
091924 -    But when printed documents are received from other PG&E people, we
091925 -    need Chris' management support for our requests that documents be
091926 -    provided via EM or on a disk.  Chris indicated the Law Department
091927 -    is concerned that someone will change original material.  We
091928 -    considered that this concern is no less assuaged if we scan in the
091929 -    documents or hand enter them, so we work efficiently with the
091930 -    content of documents.
091931 -
091932 -
091934 -  ..
0920 -
0921 -
0922 - 1452 discussion with Bill
0923 -
092301 - He will prepare a change order to add about $30K to finance the next
092302 - two months.  He will prepare it and leave on my desk for signature
092303 - tomorrow.
092304 -
092305 -
092306 -
0924 -
Distribution. . . . See "CONTACTS"