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: June 29, 1995 10:00 AM Thursday; Rod Welch

Meeting with Bill on developing PMI program plan, and Nov event.

1...Summary/Objective
2...General
.....Bill will start a CPM schedule, and send the file to me.
.....Do we need a narrative "plan" to submit to the Board?
3...Approval Meeting
4...We called Ahmet to set a meeting for 950706 1200 at PG&E's office at
5...Ahmet Advises New Ideas Needed for Event Themes
6...Ahmet said further ideas on themes may be available when we meet next
7...The SI for this Event Program project can be a prop for the 3rd event
.....Communication
.....Methods, Problems, Solutions - Aristotle to Covey
.....Modern Project Management
.....What's New, What's Working - What's Not
.........Tom Landauer could be a speaker on this, per
8...Jul - Asilomar Conference Event
.....Taking the Quantum Leap
.....Quantum leaps in productivity appear possible using technology to
.....Leaps in technology however, require courage by executives to take
.....Concept is to solve delima of Information Highway per ref
.........Resistance to Automated Integration - It Seems Risky
.....Let's Communicate
.....Meet the PMI Western Community
9...Scope/Concept
10...Do we want to meet with Rancho Bernardo rep, Lynne, oa 950710?
......Sherrill feels AT&T and Pac Bell PMI members are generally good
..........Bill will call Dan Ono to see if he can meet with us next
......Sherrill said Symantec might contribute to PMI events because
11...General Support - PMP Candidates
12...Ahmet will bring the list of PMP candidates who need points, to our
13...PMI Membership List
14...Ahmet will bring the PMI membership list to our meeting next
15...Recruit/Interview
16...We need to sound out these people on availability and interested.
17...Roles/Responsibilities
18...Ahmet wants to defer contacting Don for Event Planning support until
19...Facilitator for Planning Meetings
.....Could contact PMM about providing facilitator support for our
20...Contact PMI related organizations for advertising and attendance
......Pmnetwork needs advertising copy by oa 950715.
......PMI NCC Newsletter needs advertising copy by oa 950815.
21...What will we submit to 950712 Board meeting per Ahmet's request,
............Communication
............Methods, Problems, Solutions - Aristotle to Covey/Deming
.....•..Event Project Staffing - who is Project Manager?
........Can PMM or someone be facilitator, per ref SDS 38 line 72?
........We considered need for advertising by mid-July.
........Who is going to prepare advertising and make arrangements?
........Procurement needs to begin now to ensure availability in Nov.
........We need to be working on speakers for Nov event, to carry on
........Names that have surfaced so far: Follow Up is at:
........Considered need for initial authorization by Board for general
22...Adequate Expertise
23...The EPT should give consideration to Quality control.
.............Consideration should be given to recruiting support from


..............
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0203 - Taspinar Management Consulting                                                                                                                                     O-00000276 0101

SUBJECTS
PMI Event Program Communications
Meeting, Planning, General

0504 -
0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 26 0000, ref SDS 23 0000,
050603 -  ..
050604 - Reviewed SI, planned major components of Event Program, called Ahmet
050605 - for input and set approval meeting.
050606 -
050607 -
050608 -
050609 -
050611 -  ..
0507 -
0508 -
0509 - Discussion
0510 -
051001 - General
051002 -
051003 - Bill will be traveling for several weeks on the East Coast, beginning
051004 - in mid-July.
051005 -
051006 -
051007 -
0511 -

SUBJECTS
Event Program Plan, WBS/Schedule, Proposal
Reports: Program Event Plan, To PMI Board

1104 -
1105 - Summary/Objective
110601 -  ..
110602 - Preliminary CPM, per ref DIP 2 line 28, and ref SDS 26 line 66, and
110603 - previously at ref SDS 18 line 73.
110604 -
110605 -     Did not do any of this, because the partition on Bill's computer
110606 -     that had the MS Project program crashed the other day.  He
110607 -     installed the MS Project program during our meeting today.
110608 -      ..
110609 -     Bill will start a CPM schedule, and send the file to me.
110610 -
110611 -        We want to have something to present at the meeting on 950706.
110612 -
110613 -     Do we need a narrative "plan" to submit to the Board?
110614 -
110615 -
110617 -  ..
110618 - Approval Meeting
110619 -
110620 - We called Ahmet to set a meeting for 950706 1200 at PG&E's office at
110621 - 525 Market St., per our prior discussion at ref SDS 25 line 101.
110622 -
110623 - Bill called contacts at PG&E and arranged for us to use the
110624 - facilities from oa 1200 - 1500.
110625 -
110626 -     [See review of Pmnetwork article on proj launch meeting,
110627 -     ref SDS 38 line 50.
110628 -  ..
110629 - Need to decide what to submit to Board to achieve stakeholder buy-in
110630 - that authorizes EPT to proceed.
110631 -
110632 -     Do we want to submit overall plan, or just for Nov event
110633 -     (discussed below)?
110634 -
110635 -
1107 -

SUBJECTS
Contract/Charter
Event Theme - Coordination & Alternatives
Concepts, Objectives, Methods
Contract/Charter
Goals, Strategies

1907 -
190801 -  ..
190802 - Ahmet Advises New Ideas Needed for Event Themes
190803 -
190804 - In our call to Ahmet today, we asked about new ideas on event themes,
190805 - per Ahmet's discussion with Bill the other day ref SDS 28 line 78, and
190806 - my follow up call yesterday at ref SDS 31 line 55.
190807 -
190808 - This relates to the vision, goals and strategies for the Event Program
190809 - considered at the Team meeting on 950608 (ref SDS 21 line 76) based on
190810 - work at ref SDS 17 line 110 and at ref SDS 17 line 220.
190812 -  ..
190813 - Ahmet said the EPT should be prepared to vary from the theme on
190814 - "communication" as submitted to the Board, ref SDS 23 line 286, by
190815 - incorporating agendas that support various SIGs.  He mentioned
190816 - Rosanne's interest in promoting Sigs (this came up at 950608 meeting,
190817 - ref SDS 21 line 345).
190819 -  ..
190820 - I said we need input on new themes as soon as possible in order to
190821 - complete the Event Program Plan.  The plan can accommodate Sig and
190822 - other PMI Chapter interests, ref SDS 28 line 92, but it is easier to
190823 - do this if information is supplied early.
190825 -  ..
190826 - Ahmet said we should assemble the plan based on current understandings
190827 - as submitted to the Board, ref SDS 23 line 284, and adopted at the EPT
190828 - meeting on 950608, per ref SDS 21 line 74.
190829 -  ..
190830 - Ahmet said further ideas on themes may be available when we meet next
190831 - week.
190832 -
190833 -
190834 -
1909 -

SUBJECTS
Subject Index, Event Program Project
Planning, Jul Event, Content, Subject Index to Organize Projects
MPM & Communication Metrics

2305 -
2306 - Summary/Objective
230701 -  ..
230702 - We reviewed the SI for managing this project, created at ref SDS 29
230703 - line 38.
230704 -
230705 -     Bill feels it is adequate as a starting point to accomplish our
230706 -     goal of using the PMBOK to guide organization of the project.
230708 -  ..
230709 - The SI for this Event Program project can be a prop for the 3rd event
230710 - to illustrate how Communication Metrics implements MPM, ref SDS 21
230711 - line 345.
230712 -
230713 -     One goal we have is to develop and assess procedures for applying
230714 -     PMBOK structure to managing a project under the mantle of MPM, per
230715 -     ideas at ref SDS 22 line 79 and discussion with Bill at ref SDS 17
230716 -     line 450.
230718 -  ..
230719 - I transferred this SI to Bill's computer after installing SDS and
230720 - transferring SDS records on this project, ref SDS 34 line 39.
230722 -  ..
230723 - Copy of this SI was placed on Bill's computer during the meeting
230724 - today.
230725 -
230726 -    [See revisions and application at ref SDS 36 line 27.]
230727 -
230728 -
230729 -
2308 -

SUBJECTS
Dates of Events

2503 -
2504 - Summary/Objective
250501 -  ..
250502 - We reviewed the work from our meeting on 950601 at ref SDS 17 line 177,
250503 - and feel dates in Nov, Dec, Feb, Jun and Aug, remain adequate for this
250504 - stage in the planning.
250505 -
250506 -
250507 -
250508 -
2506 -

SUBJECTS
Event Content Coordination
Nov Event

3004 -
3005 - Summary/Objective
300601 -  ..
300602 - Nov - Sheraton Palace
300604 -  ..
300605 - Ideas considered at 950601 meeting, ref SDS 17 line 272, and at 950608
300606 - EPT meeting per ref SDS 21 line 107 could be applied with following
300607 - theme:
300609 -      ..
300610 -     Communication
300611 -     Methods, Problems, Solutions - Aristotle to Covey
300612 -
300613 -     Want this event to be very professional to set a high standard of
300614 -     value that will encourage attendance at follow on events.
300615 -
300616 -     This event will support Feb theme of using MPM to solve problem of
300617 -     inadequate communications due the information highway, see Nov
300618 -     Event - Planning, below.
300619 -
300620 -
3007 -

SUBJECTS
Event Content Coordination, Feb
Theme, Speakers

3804 -
3805 -   ..
380501 - February Event, followed up work at ref SDS 17 line 292.
380503 -      ..
380504 -     Modern Project Management
380505 -     What's New, What's Working - What's Not
380506 -
380507 -     This theme is described at ref SDS 21 line 338, and at ref SDS 21
380508 -     line 123.  It will use results from Nov event, to show solutions
380509 -     embodied in MPM and the idea of the Information Highway.
380510 -
380511 -     "Gridlock on the Information Highway" is a sub-theme.
380512 -
380513 -         Seems like the ideas initially considered for Asilomar at ref
380514 -         SDS 17 line 340, might fit better here.
380516 -          ..
380517 -         Tom Landauer could be a speaker on this, per
380518 -         ref SDS 39 line 37.
380519 -
380520 -         Paperless office is at ref SDS 43 line 42.
380521 -
380522 -     IBM might be a good candidate to present ideas on applying Lotus
380523 -     Notes to support their recent investment, ref SDS 19 line 129.
380524 -
380525 -         Carrol Stafford might explain the system IBM created to enable
380526 -         video at remote locations, ref SDS 8 line 92, and how this has
380527 -         improved IBM's earnings.
380529 -          ..
380530 -         Talked to Ross Armstrong about how he used the computer, per
380531 -         ref SDS 47 A340
380532 -
380534 -      ..
380535 -     Lew Kana as speaker on MPM is considered at ref SDS 25 line 143.
380536 -
380537 -         He can cover limitations of MPM arising from inadequate
380538 -         communications, ref SDS 24 line 174.
380539 -
380540 -         He was contacted at ref SDS 25 line 156.
380541 -
380543 -      ..
380544 -     Topflight's application of Lotus Notes and MS Project could be
380545 -     presented by Rosanne Sykes, per ref SDS 14 line 65.
380547 -      ..
380548 -     Rep from Corp of Engineers on applying MPM, ref SDS 24 line 147.
380550 -      ..
380551 -     Raychem could explain how an award winning project management
380552 -     team, accomplishes communication, ref SDS 16 line 140.
380553 -
380554 -         [See follow up at ref SDS 46 line 172.]
380555 -
380556 -
3806 -

SUBJECTS
Event Content Coordination, Jul - Asilomar
Theme: Quantum Leap to the Future
Productivity Improvement, Potential
Taking Quantum Leap into 21st Century,

4706 -
470701 -  ..
470702 - Jul - Asilomar Conference Event
470703 -
470704 - Follow up ref SDS 21 1113, ref SDS 17 G45J.
470706 -      ..
470707 -     Taking the Quantum Leap
470708 -
470709 -     This theme, orginally identified on 940629 from attending IBM's
470710 -     event, Pathways to Growth, ref SDS 4 5523, will show automation
470711 -     improves communication similar to cost and schedule metrics, so
470712 -     that Modern Project Management can be a more effective model of
470713 -     the nexus between technology and sound management practice,
470714 -     developed during meeting on 950608. ref SDS 21 F43K
470715 -      ..
470716 -     Quantum leaps in productivity appear possible using technology to
470717 -     apply concepts of the microcosm per George Gilder's book, see
470718 -     discussion on 950718 during PMI conference. ref SDS 45 3846
470719 -
470721 -      ..
470722 -     Leaps in technology however, require courage by executives to take
470723 -     the first steps toward a new reality of automating and integrating
470724 -     traditional management practice, shown by discussion with Morris
470725 -     on 950223, ref SDS 10 R471, in the spirit of the explorers who
470726 -     sailed into unknown oceans, pioneers who challenged untamed
470727 -     continents, and seekers who ventured into the heavens, per
470728 -     discussion at ref SDS 10 line 492.
470729 -
470730 -         [Followed up with Intel at ref SDS 49 line 892, ref SDS 49
470731 -         line 1052; history of computer chip industry on VLSI, ref SDS
470732 -         50 line 222, paper for Morris, ref SDS 51 line 209.]
470734 -      ..
470735 -     This theme is conducive to appling the results of the first two
470736 -     events as discussed on 950608, ref SDS 21 line 123.  IBM's
470737 -     Pathways to Growth event last year replaced the "Quantum Leap"
470738 -     theme with material that did not support the needs of executives
470739 -     for a breakthrough technology implied by this title, ref SDS 7
470740 -     line 165.
470742 -      ..
470743 -     Presentation ideas drawing on prior events are at ref SDS 17 line
470744 -     320.
470745 -     ..
470746 -     Concept is to solve delima of Information Highway per ref
470747 -     SDS 17 line 312, cited by:
470748 -
470749 -         Tom Landauer in his book:  The Trouble with Computers
470750 -
470751 -         Joel Koppleman on Magic Dates presentation, ref SDS 12 line
470752 -         317.  [Later, considered Morris Jones on future technology
470753 -         improvements, ref SDS 42 line 78, and need to reduce mistakes,
470754 -         ref SDS 42 line 406].
470756 -          ..
470757 -         Murphy's Law, 1994 PMI Asilomar ref SDS 3 line 242.
470759 -          ..
470760 -         Resistance to Automated Integration - It Seems Risky
470761 -
470762 -         Concerns about taking the "Quantum Leap" to apply the solution
470763 -         of automated integration are at ref SDS 1 line 485, again at
470764 -         ref SDS 10 line 445, Jake McMichael's concerns are at ref SDS 5
470765 -         line 67. Further ideas and examples are at ref SDS 17 line 84,
470766 -         and from McClellan AFB, ref SDS 2 line 141.        17
470767 -
470768 -             [Considered Jake as speaker at ref SDS 48 line 92.]
470769 -
470771 -      ..
470772 -     Communication Metrics applied at PG&E.
470773 -
470774 -         The record of planning PMI's Event Program could be used to
470775 -         illustrate how automation improves communication through
470776 -         metrics.
470778 -      ..
470779 -     Automated integration of work flow.
470781 -      ..
470782 -     The challenge of introducing better management was discussed at
470783 -     1994 Asilomar on TQM, ref SDS 3 line 166, the Communication
470784 -     Metrics scenario, to show how 1 or 2 people can begin to make a
470785 -     big difference on a single project or an entire organization.
470787 -  ..
470788 - Speakers - considerations are at ref SDS 42 line 74.
470789 -
470790 -
4708 -

SUBJECTS
Event Content Coordination, Aug
Theme: Communication in the PMI Community
Location Aug Event, Rancho Bernardo

5505 -
550601 -  ..
550602 - Aug - Regional Event at Rancho Bernardo
550604 -  ..
550605 - Expanded ideas developed at ref SDS 17 line 330, and ref SDS 21 line
550606 - 126.  Concept of combining social and business was considered at
550607 - ref SDS 28 line 184.
550609 -  ..
550610 - Theme:
550612 -      ..
550613 -     Let's Communicate
550614 -     Meet the PMI Western Community
550615 -
550616 -     Project management is more than cost and schedule charts. So too,
550617 -     "communication" is more than sending faxes and email, rushing to
550618 -     meetings.
550619 -
550620 -     Let's socialize, get physical with golf, tennis and other fun
550621 -     stuff.  Give ourselves the time to pause, to absorb and contribute
550622 -     to new ideas developed from the PMI NCC program to explore PMBOK
550623 -     Communication concepts and standards for professional growth and
550624 -     advancement.
550625 -
550627 -  ..
550628 - Scope/Concept
550629 -
550630 - This would be a 3 day event where people would have half a day for
550631 - golf, tennis, swimming, Wild Animal Kingdom, etc. Preliminary results
550632 - of the first three or four events would be submitted and reviewed in a
550633 - panel environment.
550635 -  ..
550636 - We reviewed the brochure received from Rancho Bernardo, ideas at
550637 - ref SDS 28 line 176, and discussion with Lynne at ref SDS 30 line 29.
550639 -  ..
550640 - Do we want to meet with Rancho Bernardo rep, Lynne, oa 950710?
550641 -
550642 -     Will raise with Ahmet next week re Rancho Bernardo.
550643 -
550644 -     [See possible panel discusion on future role of Project Manager,
550645 -     ref SDS 42 line 142, and PMI concerns, ref SDS 42 line 608.]
550646 -
550647 -
5507 -

SUBJECTS
Project Managers & Staffing
Needs

5804 -
580501 -  ..
580502 - Considered following possible Project Managers for each event.
580503 -
580504 -         Nov - Rodger Bush, Elias Asmar, Ed Curran, Paul DeMartini
580505 -
580506 -         Dec - Stan Watson, Ed Curran, Paul DeMartini, Jake McMichael
580507 -
580508 -               Considered using this to publicize PMI NCC Event
580509 -               Program, to spur attendance.
580511 -          ..
580512 -         Feb - Chris Snyder, Terry Morford, Joan Knutson (PM Mentors),
580513 -               Cathy Tonne (IPS), Ed Curran, Dan Ono
580514 -
580516 -          ..
580517 -         Jun - Mike Emery, Ed Curran, Paul DeMartini, Dan Ono
580518 -
580520 -          ..
580521 -         Aug - Rodger Bush, Mike Emery, Ed Curran, Dan Ono, Jake
580522 -               McMichael
580523 -
580525 -  ..
580526 - Selection criteria are:
580527 -
580528 -      Skill, experience, organizational support, willingness, interest
580529 -      in and grasp of Event Program Goals/Concept, ref SDS 21 line 77.
580530 -
580532 -  ..
580533 - Recruiting prospects
580534 -
580535 -      Called Sherrill McDonald for PMI membership.  He said Cindy
580536 -      Abercombie is maintaining the list (415 545 0619).
580537 -       ..
580538 -      Sherrill feels AT&T and Pac Bell PMI members are generally good
580539 -      candidates to meet our criteria.
580540 -
580541 -          Bill will call Dan Ono to see if he can meet with us next
580542 -          week either at PG&E or at Dan's office.
580543 -
580544 -      Sherrill said Symantec might contribute to PMI events because
580545 -      they had 20 people join PMI all at once, indicating an
580546 -      organizational commitment.
580547 -
580549 -  ..
580550 - General Support - PMP Candidates
580551 -
580552 - I asked if he has a list of PMP candidates who can be contacted to
580553 - support Event planning and implementation, per discussion at Board
580554 - meeting, ref SDS 23 line 84.
580555 -
580556 - Sherrill said people need a certain number of points acquired by
580557 - contributing to PMI events.  There is a list of people who have passed
580558 - the PMP exam but who need more points to qualify for the PMP
580559 - accreditation.  He said Ahmet has this list.
580561 -  ..
580562 - Ahmet will bring the list of PMP candidates who need points, to our
580563 - EPT meeting next week.
580564 -
580566 -  ..
580567 - PMI Membership List
580568 -
580569 - Called Cindy and her voice mail said she is on vacation for several
580570 - weeks.
580571 -
580572 - Called Ahmet.  He has an older list that may be adequate until Cindy
580573 - returns from vacation.
580574 -  ..
580575 - Ahmet will bring the PMI membership list to our meeting next
580576 - week.
580577 -
580579 -  ..
580580 - Recruit/Interview
580581 -
580582 - We need to sound out these people on availability and interested.
580583 -
580584 -    Seems like PMI VP Membership could help on this task because of
580585 -    their familiarity with the membership.
580586 -
580588 -  ..
580589 - Roles/Responsibilities
580590 -
580591 - May need a chart showing who is assigned to do what?
580592 -
580593 -
580594 -
5806 -

SUBJECTS
Project Managers & Staffing, Event Planner
Facilitator for EPT Meetings, Facilitator at each Event

6304 -
630501 -  ..
630502 - I asked Ahmet if he knows of any PMI members who are professional
630503 - event planners and who can consult with us.
630505 -  ..
630506 - Ahmet said Don Dible is an Event Planner, and is doing this for PMI's
630507 - Project World this year.  Ahmet indicated Don may be too busy to be a
630508 - contributing member of the EPT, but he may be willing to review and
630509 - comment on our plan.
630510 -  ..
630511 - Ahmet wants to defer contacting Don for Event Planning support until
630512 - after our review meeting next week.
630513 -
630515 -  ..
630516 - Facilitator for Planning Meetings
630517 -
630518 - Did not discuss this today, but reviewed article in Pmnetwork, July
630519 - 1995, that recommends this support, ref SDS 38 line 76.
630520 -
630521 -     Could contact PMM about providing facilitator support for our
630522 -     planning meetings, per Joan Knutson's recommendations.
630523 -
630524 -     This would provide PMM an opportunity to demonstrate its services
630525 -     within the framework of communication methods, and it could test
630526 -     out its expertise in a relatively controlled setting.  The report
630527 -     we publish could support PMM's marketing interests.
630529 -      ..
630530 -     We could use this as the content for events, per ref SDS 17 line
630531 -     269.
630532 -
630533 -        [See follow up at ref SDS 41 line 45.]
630534 -
630535 -
630536 -
6306 -

SUBJECTS
Advertising
Themes, Coordination

6604 -
660501 -  ..
660502 - Considered possibility of advertising within related organizations:
660503 -
660504 -          AGC
660505 -          Cost Engineers
660506 -          PMA
660507 -          ABA  lets get some lawyers to attend and describe the
660508 -               benefits of citations
660510 -       ..
660511 -      Advertising themes are at ref SDS 15 line 121, and example of mail
660512 -      piece to attract attendance is the notice of PMI Regional
660513 -      conference in Atlanta, per ref SDS 27 line 51.
660515 -  ..
660516 - Contact PMI related organizations for advertising and attendance
660517 - support.
660518 -
660519 -
660520 - Main plan now is to use PMI NCC Newsletter and PMI National
660521 - publications, ref SDS 21 line 370.
660522 -       ..
660523 -      Pmnetwork needs advertising copy by oa 950715.
660524 -
660525 -      PMI NCC Newsletter needs advertising copy by oa 950815.
660526 -
660527 -          Who is going to prepare copy for these tasks.
660528 -
660529 -
660530 - Bill mentioned today we should expect to do some direct mail, similar
660531 - to the notice recieved the other day on the PMI Regional Conference
660532 - being held in Atlanta, 950717 - 19, ref SDS 27 line 43.
660533 -
660534 -          Who is going to prepare copy and arrange for distribution?
660536 -           ..
660537 -          Maybe VP for Communication can do this?
660538 -
660539 -
660540 -
6606 -

SUBJECTS
Nov Event Planning
Content, Advertising
Location/Facilities
Attendance Goal, Budget/Revenues
Project Manager, Speakers
Report to Board

8008 -
800901 -  ..
800902 - What will we submit to 950712 Board meeting per Ahmet's request,
800903 - ref SDS 25 line 91?
800904 -
800905 -     •  Do we need CPM, narrative?
800906 -
800907 -     •  Content - reviewed ideas discussed at 950608 meeting, ref SDS
800908 -        21 line 109.  Want to address challenge to "community" of a...
800909 -
800910 -                F A I L U R E    T O    C O M M U N I C A T E
800911 -
800912 -           .., ref SDS 17 line 138.
800914 -         ..
800915 -        We discussed today ideas on the Forum from the meeting
800916 -        yesterday at ref SDS 33 line 147, about separating "truth" from
800917 -        perspective, which is a major challenge in management
800918 -        communications under the rule Aristotle layed out:
800919 -
800920 -             "The least initial deviation from the truth is multiplied
800921 -             later a thousandfold."
800922 -
800923 -          ...ref SDS 6 line 44.
800925 -         ..
800926 -        Forum, Planning Theater, Focus Group methods use facilitator,
800927 -        so PMM might contribute in this regard, ref SDS 38 line 71.
800929 -         ..
800930 -        This gives rise to a possible theme:
800932 -             ..
800933 -            Communication
800934 -            Methods, Problems, Solutions - Aristotle to Covey/Deming
800935 -
800936 -
800937 -        ...to set ground work for the next event dealing with MPM. to
800938 -        solve problem of ineffective hand written notes, per ref SDS 33
800939 -        line 198, e-mail and other computer methods.
800940 -
800941 -            [See follow up on content at ref SDS 35 line 49.]
800943 -         ..
800944 -     •  Event Project Staffing - who is Project Manager?
800945 -
800946 -            Rodger Bush, Elias Asmar, Ed Curran, Paul DeMartini
800947 -
800948 -        Who is "Event Planner" person?
800950 -         ..
800951 -        Can PMM or someone be facilitator, per ref SDS 38 line 72?
800952 -
800953 -     •  Advertising
800954 -         ..
800955 -        We considered need for advertising by mid-July.
800956 -
800957 -          See also above separate subject for "Advertising" to related
800958 -          groups.
800959 -
800961 -         ..
800962 -        Who is going to prepare advertising and make arrangements?
800963 -
800964 -     •  Facilities
800965 -         ..
800966 -        Procurement needs to begin now to ensure availability in Nov.
800967 -        Bill feels we might get the space for the cost of the meals.
800968 -
800969 -     •  Speakers.
800970 -
800971 -        We followed up the work at ref SDS 21 line 259.
800972 -         ..
800973 -        We need to be working on speakers for Nov event, to carry on
800974 -        preliminary considerations already underway.
800975 -
800976 -        Names that have surfaced so far:         Follow Up is at:
800977 -                                                 ------------------
800978 -            Russ Archibald    Planning theater   ref SDS 21 line 261
800979 -            Bob Gillis        Human memory       ref SDS 25 line 194
800980 -            Mike Termini      Conventional PM    ref SDS 11 line 85
800981 -            Ed Scanlon        Communication      ref SDS 37 line 30.
800982 -            Someone from PMM on Facilitators     ref SDS 38 line 72.
800983 -            Someone on Focus Group               ref SDS 40 line 59.
800984 -
800986 -         ..
800987 -     •  Attendance Goal
800988 -
800989 -        Bill said the highest attendance at Asilomar has been 140
800990 -        people.  We considered aiming for from 100 - 200 people for
800991 -        this Nov Event at Sheraton Palace.
800992 -
800993 -            One reason this may be possible is the setting.  Members
800994 -            can combine a weekend with their spouses in San Francisco,
800995 -            and write it off in attending the event.
800996 -
800998 -         ..
800999 -     •  Budget
801001 -         ..
801002 -        Considered need for initial authorization by Board for general
801003 -        funding of approximately $.5K.
801004 -
801005 -        Considered possible attendance of between 100 and 200 people at
801006 -        price of $200.  This would yield from $20K to $40K in revenue.
801007 -        Bill said the cost of the facilities might be deferred by
801008 -        simply buying a meal at $30 per head, including lunch and
801009 -        refreshments, or about $3K - $6K.
801011 -         ..
801012 -        We might get speakers free, but should allow budget of $10K
801014 -         ..
801015 -        Advertising expense might be another $5K for mailing and
801016 -        reproduction.
801017 -
801018 -
801019 -
801020 -
8011 -

SUBJECTS
Risk Assessment, Quality
Quality Control
Professional Event Planner

8805 -
880601 -  ..
880602 - At this early stage the primary risks arise from delay in approval of
880603 - the Event Program Plan, which could in turn delay:
880604 -
880605 -        [Actually, this risk was manifested in the 1996 Asilomar event,
880606 -        which turned out to be the only 1 of the 3 - 4 events planned
880607 -        at this time in 1995, ref SDS 52 line 554.]
880609 -         ..
880610 -        Timely assignment of Nov PM.
880611 -
880612 -            This is not a huge risk, since some work can proceed, but
880613 -            we need to get this done for all events, and then have a
880614 -            program launch meeting to present the vision, goals,
880615 -            strategies and so on essential to accomplish a coordinated
880616 -            program.
880617 -
880619 -         ..
880620 -        Timely selection of Speakers for Nov
880621 -
880622 -            We considered that speakers typically have their calendars
880623 -            filled 6 months to a year in advance.  We need to act now,
880624 -            to enable us to get someone of quality.
880626 -         ..
880627 -        Timely procurement of Facilities for Nov.
880628 -
880629 -            This may be less at risk than getting a speaker for
880630 -            November.
880632 -         ..
880633 -        Timely advertising of Nov event.
880634 -
880635 -            This required preparation of materials, authorization of
880636 -            budget and submission.
880637 -
880638 -            If this occurs we risk poor attendance causing poor
880639 -            revenues.
880641 -         ..
880642 -        Quality of speakers and program
880643 -
880644 -            The risk here is poor reception by attendees, which could
880645 -            cause reduced attendance at subsequent events with
880646 -            consequent reduced revenues.
880647 -
880649 -  ..
880650 - The CPM schedule will layout more distincty the target dates to be
880651 - met.
880652 -
880654 -  ..
880655 - Adequate Expertise
880656 -
880657 - Another potential risk is inadequate planning expertise, leading to
880658 - oversight of key issues.  Using a professional event planner will
880659 - reduce this risk.
880660 -
880662 -  ..
880663 - The EPT should give consideration to Quality control.
880664 -
880665 -         This came up in reviewing Pmnetwork article on Project Launch
880666 -         Meeting, ref SDS 38 line 98.
880667 -
880668 -             Consideration should be given to recruiting support from
880669 -             PMM for a facilitator as member of EPT.  This might
880670 -             reduce the risk of oversight and/or error in planning.
880671 -
880672 -
880673 -         Doing a Project Launch Meeting may be one way to address this.
880675 -       ..
880676 -      One level of Quality Control is the approval process.
880678 -       ..
880679 -      What should be approved and to what standards?
880681 -       ..
880682 -      What has been done in the past on this?
880683 -
880684 -
880685 -
880686 -
8807 -