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


S U M M A R Y


DIARY: June 9, 1995 08:27 AM Friday; Rod Welch

Prepared notes of PMI meeting on event program for 1995.

1...Summary/Objective
2...Communications - Primary Level


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CONTACTS 

SUBJECTS
PMI events, Planning
Information Organization & Maintenance
Subject Index, Knowledge v. Information
MPM & Communication Metrics, Subject Index

1406 -    ..
1407 - Summary/Objective
1408 -
140801 - Followed up work at ref SDS 5 line 52.
140802 -
140803 - Submitted ref DIT 1 to Bill, submitting notes.  Included this and the
140804 - initial SI for comment.
140805 -
140806 - Got Bob Thompson's name and number from Bill.
140807 -
140808 -    His name is Bob Thompson. Bob's phone number (home) is (510)
140809 -    820-5054. He works for US West - Visual Tools.
140810 -
140811 -
140812 - This record shows the kind of analysis needed in creating "Subjects"
140813 - and "Functions" for the the SDS Subject Index.
140814 -
140815 -    This relates to the difference between information and knowledge,
140816 -    is a distinction between MPM and traditional practices.
140817 -
140818 -    [See follow up on subject indexing, ref SDS 6 line 116.]
140819 -
140820 -
140821 -
1409 -
1410 -
1411 - Progress
1412 -
141201 - Today, I decided to make this thing a full project, because it will
141202 - last for a year, and will have a lot of the attributes of a full
141203 - project.  This supports the goal of using, testing and evaluating the
141204 - PMBOK, ref SDS 5 line 121.
141205 -
141206 -
141207 - Think each program event will be a separate project or Job.  This
141208 - first account is just to manage the overall effort.
141209 -
141210 -
141211 - Communications - Primary Level
141212 -
141213 - Would like to put Action Items and Meetings in the same primary
141214 - heading so it has greater visibility.  Decided to call it
141215 - Communications, and make it the first item in the project, following
141216 - our concept that communication is the foundation of community and
141217 - every project is a community of diverse people, skills, perspectives,
141218 - organizations, interests. ref SDS 1 8492
141219 -
141220 - There is an issue about whether to have a subject of "Reports" in
141221 - addition to "Meetings".  A meeting can be a progress meeting of 30 or
141222 - more people, or it can be 2 people.  It is a one time event, but it
141223 - has to be scheduled, planned, performed and reported (followed up -
141224 - like any "project). It is helpful to be able to assemble the
141225 - chronology on major meetings, or perhaps meetings by catagory.  We
141226 - would want to filter out any work done to analyse or consider what
141227 - happened at the meeting, which is what takes place in writing a
141228 - report.  We should be able to make these distinctions with the
141229 - Functions field.  The problem is that it takes care to change the
141230 - Function when we go from scheduling the meeting to performing it, and
141231 - then reporting on it.  Possibly we can create an automatic switch when
141232 - we use a record to make a new task to change from "Perform" to the
141233 - "Report" function. What is more perplexing is that often there can be
141234 - several Schedule tasks for a meeting, and so we cannot automatically
141235 - change the Function from Schedule to "perform" the way we can change
141236 - from Perform to Report.
141237 -
141238 - I added "Initiating" as a major project function, since that seems to
141239 - be how PMBOK describes what Bill and I have been doing, per Section
141240 - 3.3.1 on page 13.  The result of "initiating" is approval.
141241 -
141242 - I then put the Contract/Charter next because that is the approval and
141243 - authority to act.  Permits and Regulations are next, because they
141244 - guide/control action, along with the contract/charter.  Actually we
141245 - could call all of this "Authority" and have several contracts and
141246 - lots of permits involved.
141247 -
141248 - I put Resources next, because that flows from authorization to Act.
141249 - Authorization necessarily implies allocation of resources:  people
141250 - organizations, facilities, furnishings, business systems, supplies,
141251 - etc.
141252 -
141253 - Then Planning, because that is a major PMBOK thing that follows
141254 - Initiating.
141255 -
141256 - Feasibility is after Planning, and on this particular project these
141257 - will be worked together, i.e., it feasibility will be performed in
141258 - conjunction with planning.
141259 -
141260 -     We need to develop subcatagories for
141261 -
141262 -            Initiate
141263 -            Plan
141264 -            Feasability
141265 -
141266 -       Are they all the same?  Do they have some common elements but
141267 -       each one is broader?  Right now I seem to have a lot of
141268 -       questions but no answers.
141269 -
141270 -
141271 - Seems like in each of these we are doing the same types of things,
141272 - but for different levels of approval.
141273 -
141274 -
141275 - Created Procurement as within the same framework as Contracts,
141276 - Permits, Policy and Procedures.  I am not sure that Procurement
141277 - requires a separate Subject Index, because it is more functional or
141278 - operational than it is a fixed object.  We are buying this "object"
141279 - like a software program, computer, backhoe, Legal service.
141280 -
141281 - One thing we seem to be missing is Property which identifies specific
141282 - things, but this may be a subset of Resources.  Property is a good
141283 - "subject" because it is finite.
141284 -
141285 -
141286 -
141287 -
141288 -