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


S U M M A R Y


DIARY: June 13, 1995 12:06 PM Tuesday; Rod Welch

Discussion with Ahmet on event planning for 1996.

1...Summary/Objective
2...Bob Gillis
.Memory
3...Forum


..............
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CONTACTS 
0201 - Taspinar Management Consulting     510 569 7471 fax 4636
020101 - Mr. Ahmet Taspinar, PMP
0202 - Welcom Software Technology         713 558 0514 fax 584 7828
020201 - Mr. Lewis D. Kana, PMP; Senior Consultant; Consulting Department
0204 - Gillis & Associates                604 943 3891 OFC 604 689 2770
020401 - Mr. Robert Gillis; President

SUBJECTS
PMI events
Communication Metrics workshop, Proposal
Contract/Charter, PMI Board in SF at Peterson
Event Program Plan, Nov Event Plan
Event Planning Team
Welch attend 950712 PMI Board Meeting
Welch Submit Preliminary EPP

1109 -    ..
1110 - Summary/Objective
1111 -
111101 - Followed up work at ref SDS 8 line 53, and ref SDS 7 line 361, and
111102 - my letter to Ahmet ref DIP 1 line 30, and to Bill, ref DIP 2 line 30.
111103 -
111104 -
1112 -
1113 -
1114 - Discussion
1115 -
111501 - Met Ahmet at the Welcom presentation this morning in Oakland on MPM,
111502 - ref SDS 9 line 25.
111503 -
111504 - Lew Kana who did the event for Welcom said during his remarks that
111505 - "communications" is a difficult area to improve in managment which
111506 - control software vendors have not yet solved.  Later he said that PMI
111507 - was partly a sponsor of the event, and that he and many Welcom people
111508 - in Houston are members of PMI. I introduced Ahmet as the Event Program
111509 - Manager for the Asilomar Conference, and noted that PMI NCC will be
111510 - presenting 4 coordinated events this year on Communications.
111511 -
111512 - Ahmet asked my opinion of the PMI Board meeting last night, ref SDS 8
111513 - line 64?  I said it was an excellent meeting though at times it seemed
111514 - like we needed more people like him, Ahmet, who are focused on
111515 - objectives and who have actual experience managing projects.  I asked
111516 - about whether there are any executives from Bechtal, PG&E, MK,
111517 - Developers, and so on who might bring more weight to PMI?  Ahmet said
111518 - he wanted to talk about this after the meeting with Welcom.  However,
111519 - we did not address this again today.
111520 -
111521 - After the meeting, Ahmet asked if I am planning to attend the meeting
111522 - next month and to submit a plan for the Nov event, per our discussion
111523 - last night, ref SDS 8 line 217.
111524 -
111525 - I told Ahmet I plan to attend, per his request and that I have
111526 - submitted to him a letter that shows my thinking on these points,
111527 - including an initial Event Program Plan from our discussion the other
111528 - day, ref DIP 1 line 27.  I advised I have contacted Bill DeHart about
111529 - Ahmet's request that Bill and I develop this plan, ref SDS 8 line 213,
111530 - with a possibility of Bill and I meeting week after next to do a
111531 - preliminary "plan," ref DIP 2 line 30, and to meet with him and the
111532 - other Event Planning Team members for input, review, approval of the
111533 - initial work toward the end of the week when Bill and I meet, ref SDS
111534 - 8 line 68. So, in part some of this depends on when Bill and I can
111535 - meet.
111536 -
111537 - Ahmet said he feels this reflects good progress to prepare for a
111538 - submission to the Board at the 950712 meeting.
111539 -
111540 -     [See follow up at ref SDS 11 line 88.]
111541 -
1116 -
1117 -
1118 - 1354 called Sherrill McDonald
1119 -
111901 - Followed up work at ref SDS 2 line 62.  He is heading up the
111902 - Construction Sig.  I asked if he would be willing to contribute to the
111903 - Event Program Planning team, per ref SDS 2 line 62.  Sherrill feels he
111904 - may be too busy with the Construction Sig he is heading up, but is
111905 - willing to comment on our plans.
111906 -
111907 - I submitted ref DIT 1 line 30 transmitting notes of the initial
111908 - meeting ref SDS 7 line 61, to get any comments Sherrill may wish to
111909 - make.
111910 -
111911 -
111912 -
1120 -

SUBJECTS
PMI 1996 Event Planning, Speakers
Lew Kana re event speaker
Bob Gillis re event speaker
"Forum" methods for event agenda

1707 - Summary/Objective
1708 -
170801 - I talked Lew about being a speaker for us.  His presentation was on
170802 - MPM.  He feels his specialty is time, since he works for Welco and
170803 - sell a CPM program.  Lew said he recently did extensive research on
170804 - procurement and contract management for an event and so he feels
170805 - prepared on that topic.  I noted his remarks today touched extensively
170806 - on "communications" and that I thought he did an excellent job.
170807 -
170808 - Lew is open to this.  He understands his remarks would be generic
170809 - rather than presenting Welco's solutions.
170810 -
170811 - I need to send Lew somthing to follow up.
170812 -
170813 -     Did this at ref DIT 1 line 30.
170814 -
170815 -
170816 -
170817 - Bob Gillis
170818 -
170819 - The plan to present traditional communication methods like planning
170820 - theater and focus group, led me to consider the PMI Asilomar event in
170821 - 1990 where Russ Archibald and Bob Gillis presented these ideas, ref
170822 - SDS 1 line 253.
170823 -
170824 - Russ actually seem to credit Bob with the Planning Theater ideas, ref
170825 - SDS 1 line 266.
170826 -
170827 - Ahmet feels Russ would be willing to deliver a Planning Theater
170828 - workshop, ref SDS 7 line 218.
170829 -
170830 - I called Bob Gillis and left a message at his home and work number:
170831 -
170832 -                   (604) 943 3891  (Home)
170833 -                   (604) 689 2770  (Work)
170834 -
170835 -    I want to present the same kind of material that Bob presented, and
170836 -    then dig into some of the strengths and weaknesses discussed at ref
170837 -    SDS 1 line 279.
170838 -
170839 -    Human Memory
170840 -
170841 -    So, we need Bob to present the material, or to give permission for
170842 -    his material on human memory to be delivered, which is set out at
170843 -    ref SDS 1 line 418.
170844 -
170845 -
170846 -
170847 -  ..
1709 -
1710 -
1711 - 1812 Bob called back
1712 -
171201 - I reminded Bob of his presentation at the 1990 Asilomar Conference,
171202 - ref SDS 1 2299, and asked if he would consider presenting traditional
171203 - management methods in a PMI workshop on management communications? ...
171204 - ref SDS 7 1113.
171205 -
171206 - Bob explained that his ideas on communication, which he describes as
171207 - "collaborative brain power" or a "super brain," are not traditional,
171208 - but none-the-less offer sound management methods that have been known
171209 - for a long time.
171210 -
171211 - Bob said he is working on a project to help a German firm start up
171212 - operations at another location.  His firm has offices around the
171213 - world.
171214 -
171215 - Bob would be willing to consider making a presentation at the
171216 - November event, or any of the others.
171217 -
171218 -     Our real challenge will be to present a lot of material so it is
171219 -     entertaining, coherent, useable.
171220 -
171221 - I will send him a copy of the discussions on Jun 8, ref SDS 7 line 46,
171222 - so he can see the direction we want to take.  We can then talk a few
171223 - days later to get his input, or he can comment in writing.
171224 -
171225 -     Did this at ref DIT 2 line 30, included notes of the 1990 ref SDS
171226 -     1 line 250, event and the paper on NWO.
171227 -
171228 -     [See later follow up with another speaker at ref SDS 12 line 158.]
171229 -
171230 -
171231 - Forum
171232 -
171233 - This is another type of communication methodology that is similar to
171234 - Gillis' ideas on "Group Think," except this is oriented toward
171235 - reaching a breakthrough on a personal level.
171236 -
171237 - Need to investigate Forum ideas for material on communication.
171238 -
171239 -     [Called Ron Buck on 950623 and set meeting for 950628 1000 to
171240 -     discuss this further.  I explained general background at ref SDS 7
171241 -     line 107.  He seemed to be aware of PMI; meeting occurred at, ref
171242 -     SDS 10 line 76.]
171243 -
171244 -
171245 -
171246 -
1713 -
Distribution. . . . See "CONTACTS"