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


S U M M A R Y


DIARY: May 17, 1995 04:39 PM Wednesday; Rod Welch

Attend PMI monthly meeting in San Pleasanton.

1...Summary/Objective
2...Asilomar Conference Planning
3...Day of Week
4...Date of Event
5...One Day Event - Scope Management
6..."Communications" is a broad field (see new PMBOK Guide 10.2.2.1 p. 43
7...We agreed we cannot improve the complex world of "communications" in a
8...Three Day Follow-Up Event
9...I explained one concept for presenting communications in a 3 day
10...We considered the idea that communications is too broad to cover in
.....Planning Theater Application
.....Perhaps we could let the one day event be a "planning theater"
11...Coordination with Ahmet Taspinar
12...Ideas & Professional Development
13...Ahmet indicated the importance of presenting professional solutions
.....Comment
14...Preliminary Proposal Meeting 950524


..............
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CONTACTS 
0201 - Taspinar Management Consulting     510 569 4636
020101 - Mr. Ahmet Taspinar, PMP

SUBJECTS
PMI Monthly meetings

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Followed up work at ref SDS 19 line 43.
040502 -
040503 - Made progress on communication metrics conference.
040504 -
040505 -
040506 -
0406 -
0407 -
0408 - Progress
0409 -
040901 - Initially found Ahmet and another person in the meeting room at 1700.
040902 - Stan Watson showed up and so we visited the snack bar, and had a drink
040903 - to visit.
040904 -
040905 - I brought Stan up todate on our preliminary discussions on a
040906 - communications workshop.  Stan asked about my connection to PG&E, and
040907 - I explained my work with Bill last year.
040908 -
040909 -
040910 - Met Cathy Tonne, she did not seem anxious to talk to me.  She said one
040911 - E-Mail I sent crashed her Internet system.  She said Mike McCauley is
040912 - still with IPS.  She Jim Banks in located in the Texas office.
040913 -
040914 -     I don't know from this exchange if she received the letter on
040915 -     this stuff or not.
040916 -
040917 -     Cathy indicated she has printed the first EM, but has not read
040918 -     all of it.
040919 -
040920 -
040921 - I mentioned that Rosanne Sykes and Cheryl Leff are meeting with me and
040922 - Bill DeHart next week.  I started to suggest that Cathy could attend
040923 - to see what SDS is like.  Cathy said she will find out what it can do
040924 - from Rosanne.  I did not explain that Rosanne will not be able to
040925 - explain SDS to Cathy after seeing a demonstration.
040926 -
040927 -
040928 - Saw Sherrill McDonald, but he was not anxious to talk either.
040929 -
040930 -
040931 -
040932 - Met Issac who said he liked my paper ref DIP 4 line 29 submitted at
040933 - ref SDS 16 line 41, and is close to getting an order to use my system,
040934 - which we discussed at ref SDS 15 line 420.  At that the time Issac
040935 - came over and said this, I was talking to the following people who
040936 - requested copy of my paper:
040937 -
040938 -
040939 -     LCDR Eugene L. McDermott
040940 -     Chief, Electronics Systems Branch
040941 -     US Coast Guard
040942 -     Maintenance & Logistics Command, Pacific
040943 -     MLC Pacific (tes)
040944 -     Building 50-6
040945 -     Coast Guard Island
040946 -     Alameda, CA  94501 5100
040947 -
040948 -     510 437 3375 5611       E-mail tes/ml.cpt
040949 -
040950 -     Reginaldo Neumann
040951 -     Principal Engineer
040952 -     Davy McKee Corporation
040953 -     2440 Camino Ramon
040954 -     San Ramon, CA  94583
040955 -
040956 -     510 866 1166 fax 510 866 6520
040957 -
040958 -
040959 - At dinner Cheryl Leff sat at our table, so we introduced ourselves.
040960 -
040961 - Also at our table was the following who requested a copy of my paper:
040962 -
040963 -      Sid H. Naiman        snaiman@pacacc.com
040964 -      National Systems
040965 -      Engineering Manager
040966 -      Pacific Access Computers
040967 -      3160 Crow Canyon Place, Stuite #145
040968 -      San Ramon, CA  94583
040969 -
040970 -      510 355 1477
040971 -      800 648 6024 ext 347
040972 -
040973 - Raychem was honored for being PMI Project of the Year.
040974 -
040975 -
0410 -

SUBJECTS
Communication Metrics workshop
Asilomar Annual Meetings
Strategies, Purpose/Justification, Concepts
Definition of Communication

1007 -
100701 -  ..
100702 - Asilomar Conference Planning
100703 -
100704 - Followed up work at ref SDS 22 line 96.
100705 -
100706 - Bill came by and we had a chance to visit about this.  Stan Watson
100707 - joined us and so we discussed preliminary thinking.
100708 -
100709 -
100710 - Day of Week
100711 -
100712 - Stan feels we should hold the event on a Saturday, so people can
100713 - attend even if their employer does not support the effort.
100714 -
100715 -
100716 - Date of Event
100717 -
100718 - It also appears that the best timing might be January or February for
100719 - the following reasons:
100720 -
100721 -     •  We want to issue a series of notices in the PMI Newsletter and
100722 -        make announcements at PMI meetings in order to encourage
100723 -        attendance.
100724 -
100725 -     •  Since the next PMI meeting will be in September, we could not
100726 -        get the series of notices done until at least November.
100727 -        December is not a good month to have an event due to the
100728 -        holidays.  Therefore January or February is the first good
100729 -        chance.
100730 -
100731 -     •  The only alternative would be to send out separate notices,
100732 -        but this requires an advertising budget.
100733 -
100734 -
100735 - One Day Event - Scope Management
100736 -
100737 - "Communications" is a broad field (see new PMBOK Guide 10.2.2.1 p. 43
100738 - Exposure draft 940801) covering personal effectiveness, information
100739 - flow, organization, storage, retrieval, conduct of meetings, phone
100740 - calls, follow-up, notice, politics, ergonomics (organization of
100741 - office), hardware, software and so on.  There is the emerging or
100742 - transcending technologies angle, per ref SDS 18 line 65 where
100743 - communication metrics comes up, ref SDS 11 line 66.
100744 -
100745 -     [See follow up at ref SDS 24 line 172.]
100746 -
100747 -  ..
100748 -
100749 - Communications is presented in the new PMBOK Guide under section 2.4.2
100750 - and section 10.  There appears to be a clear error at 2.4.2 and
100751 - 10.2.2.1 asserting someone who receives information
100752 -
100753 -     "...is responsible for making sure that the informatino is
100754 -     received in its entirety and understood correctly."
100755 -
100756 -       [See follow up at ref SDS 23 line 213; ref SDS 23 line 278.]
100757 -
100758 -  ..
100759 - We agreed we cannot improve the complex world of "communications" in a
100760 - single day, but we can present ideas and things to try, which lay the
100761 - groundwork for meaningful change through a follow-up conference.
100762 -
100763 -       [See follow up at ref SDS 23 line 138.]
100764 -
100765 - Bill suggests making this a one day event for logistical reasons. Stan
100766 - feels it makes sense to shoot for one day, rather than trying to do an
100767 - initial three day affair.
100768 -
100769 -
100770 - Three Day Follow-Up Event
100771 -
100772 - I explained one concept for presenting communications in a 3 day
100773 - event, per ref SDS 18 line 115, which was submitted to Bill via ref
100774 - DIP 5 line 26, at ref SDS 21 line 63.
100775 -
100776 - We considered the idea that communications is too broad to cover in
100777 - one day, but it is essential to offer something of value attendees can
100778 - use to improve their work, or at least evaluate in the context of
100779 - their daily work.  Therefore, a one day event could develop ground
100780 - work for a 3 day event at another time to explore problems and
100781 - solutions with greater focus. Possibly the Asilomar conference could
100782 - be the later event.
100783 -
100784 -
100785 -     Comments -- Concept
100786 -     Planning Theater Application
100787 -
100788 -     Perhaps we could let the one day event be a "planning theater"
100789 -     using the ideas of Russ Archibald and Bob Gillis at ref SDS 1 line
100790 -     250.  Attendees at the Workshop would learn "by doing" how the
100791 -     planning theater is applied, plus develop planning input for the
100792 -     Asilomar Conference on communications.
100793 -
100794 -     The "hook" is that we are going to do a planning theater workshop
100795 -     to illustrate communication methodology which will have the
100796 -     practical purpose of eliciting from the membership their vision
100797 -     and concerns about communication scope, methods, problems.  We
100798 -     will present some ideas for attendees to try and test and report
100799 -     on at the Asilomar Conference.
100800 -
100801 -     The results of this "workshop" could be developed further in
100802 -     surveys in the PMI Newsletter.  E.G.
100803 -
100804 -         How much time spent in meetings
100805 -                                phone calls
100806 -                                reading EM
100807 -                                correcting mistakes
100808 -                                thinking
100809 -
100810 -
100811 -
100812 - Coordination with Ahmet Taspinar
100813 -
100814 - Bill noted that Ahmet has been elected to manage the Asilomar
100815 - Conference for 1996.  He invited Ahmet who was visiting with another
100816 - small group, to join our considerations when time permits.
100817 -
100818 - A few minutes later Ahmet joined our discussion.  Bill explained our
100819 - thinking about coordinating events next year to present something in
100820 - January or February on communications, and then do a follow up in June
100821 - or July at Asilomar to develop solutions in communications field.
100822 -
100823 - Ahmet is open these ideas.
100824 -
100825 -
100826 - Ideas & Professional Development
100827 -
100828 - Ahmet indicated the importance of presenting professional solutions
100829 - (discussed previously with Rosanne Sykes at ref SDS 18 line 65.  Bill
100830 - feels this is critical to maintain credibility in the professional
100831 - development objectives of PMI. I mentioned this was the aim in our
100832 - discussions with Terry Morford at PG&E, ref SDS 20 line 102, the
100833 - results of which ref SDS 20 line 110, show more is needed to focus on
100834 - the value of communication metrics and how to apply this new area of
100835 - professional expertise.
100836 -
100837 - We discussed possible use of Ed Scannel who was the opening speaker at
100838 - PMA in Phoenix a few weeks ago.  I related the story Ed told about Mr.
100839 - J.C. Penny offering his ideas on communications and the role of
100840 - experience in extending the vision of an executive, ref SDS 17 line
100841 - 163.
100842 -
100843 -
100844 -     Comment
100845 -
100846 -     I would like to try and get Stan Mosk to deliver some remarks,
100847 -     but it might be difficult for him to attend at Asilomar.
100848 -
100849 -  ..
100850 - Preliminary Proposal Meeting 950524
100851 -
100852 - We discussed with Ahmet conducting a preliminary planning meeting in
100853 - the Welch office next Wednesday at 0930, where Bill and I will
100854 - consider specific proposal language for the initial communication
100855 - event.
100856 -
100857 - Rosanne Sykes and Cheryl Leff are meeting with Welch at 1000 on
100858 - another matter, and so we plan to explore preliminary thinking at that
100859 - time on a workshop for communications. Ahmet indicated cannot attend
100860 - this meeting.
100861 -
100862 - Results of this session will be submitted to Ahmet.  Stan requested
100863 - that he be copied with results.  This will be done to obtain full
100864 - input on crafting the event.
100865 -
100866 -      [See follow up at ref SDS 23 line 70.]
100867 -
100868 -
1009 -

SUBJECTS
Senior Council

1104 - Summary/Objective
1105 -
110501 - Discussed senior council with Ahmet Taspinar.  He said PMI-NCC is
110502 - already working on implementing this idea.  It will be a council
110503 - comprised of prior board members.  So for example, Ahmet said Bill
110504 - DeHart could be a member.
110505 -
110506 - I explained my idea of ensuring participation and continued access of
110507 - senior members, so this is basically an age requirement. All seniors
110508 - over 55 or over 60 would automatically qualify, and then they would
110509 - select their representatives.  What I am after is an opportunity for
110510 - senior members to tell us about their experience on matters that seem
110511 - like good ideas to new board members.
110512 -
110513 - Ahmet noted this is the aim of the present initiative, as well.  He
110514 - said I can attend monthly executive council meetings to offer further
110515 - suggestions.
110516 -
110517 -      [Followed up at ref SDS 25 line 365.]
110518 -
110519 -
1106 -
Distribution. . . . See "CONTACTS"