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: July 5, 1995 09:02 PM Wednesday; Rod Welch

Called Morris about speaking at Asilomar PMI event.

1...Summary/Objective
2...Intel Engineers Perspective
3...Internal and External Management Conflicts
...............Project Manager: Dinosaur or Beacon?
4...Technology Replaces "Middle" Managers with Networking Email
5...Reengineer Lean Enterprise Network Email Collaboration Virtual Office
6...Email Paperless Office Collaboration Efficiencies Enable Reengineering
7...Project Managers Can be Replaced by Team Leaders
.....Action Item Tracking System
8...I mentioned Tom Landauer's findings in his new book "The Trouble with
9...Team Leaders
10..."Team Leader" under this prescription is a Project Manager without
11...Authority is Critical for Project Manager to be Effective
12...Project Managers Role - Kill the Messenger
13...Responsibility - Authority = Harassment
.....Contract Notice Mechanism
.....Harassment and "Notice"
.....Internal Projects Need Effective Notice Procedure
14...Feel Good Management
15...External Project Management; Internal "Feel Good" Management
16...Mistakes Lead to "Lies and Cover-ups"
..............New World Order Needs Old Time Religion
....................Taking the Quantum Leap
17...Future of PMI
18..."Leaders," "Coordinators," & "Project Managers"
19...PMI Organization Certification
20...Panel Debate - PM Beacon to the Future or Dinasauer?


..............
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CONTACTS 
0201 - Chips & Tech.                                                                                                                                                      O-00000039 0201
020101 - Mr. Morris E. Jones
020102 - Vice President
020103 - Advanced Products

SUBJECTS
PMI Event Program, 1996, Planning, Speakers, Jul Event, Sep Event
Technological Impact on Practice of Management
Automation Trends, Information Technology, Information Highway

1105 -
1105 -    ..
1106 - Summary/Objective
1107 -
110701 - Follow up ref SDS 26 6943.
110702 -
110703 - Called Morris about speaking at Jul event.  Developed ideas for panel
110704 - discussion at Sep event on viability of the project manager role.
110706 -  ..
110707 - Developed ideas on distinguishing internal "Feel Good" management from
110708 - external "Project management" relative to the influence of political
110709 - hierarchy v. contractual authority.
110710 -
110711 -
110713 -  ..
1108 -
1109 -
1110 - Discussion
1111 -
111101 - I asked Morris about presenting remarks at the PMI Asilomar event next
111102 - Jul, 1996 on the future of technology and its likely impact on the
111103 - practice of management communications?  Such remarks would support the
111104 - event theme:
111105 -
111106 -                    "Taking the Quantum Leap"
111107 -
111108 -      ...using automation to improve management productivity by
111109 -      reducing mistakes, set out at ref SDS 26 line 367.
111111 -       ..
111112 -      [PMI is doing a panel discussion about IT impact on PM, 950718,
111113 -      ref SDS 32 line 68, which will provide input for Asilomar --
111114 -      turned out this was not true, ref SDS 36 line 60.]
111116 -  ..
111117 - Morris is an IT industry Leader - founder of Chips, VP Product
111118 - Development, and has many patents for innovations which will be used
111119 - on future products and applications.  His role as executive and
111120 - product creator provides a unique combination of experience, interests
111121 - and talents conducive to offer insight on the event theme.
111122 -
111123 -
111125 -  ..
111126 - Intel Engineers Perspective
111127 -
111128 - I explained this subject was addressed in part by Intel engineers
111129 - interviewed in an Apr 1991 Byte article, ref OF 4 line 18, reviewed at
111130 - ref SDS 6 line 220 for correlation with POIMS technology, per ref OF 4
111131 - line 70.  I will contact Dave Vannier and/or Bill Rash to see if they
111132 - are interested and available to re-visit this issue.
111133 -
111134 -      [Did this at ref SDS 35 4839.]
111136 -  ..
111137 - Morris seemed open to speaking before PMI.  He offered perspective on
111138 - the role of Project Managers which bears on professional development,
111139 - ethics, performance standards and perhaps the future of PMI, as set
111140 - out below.
111141 -
111142 -
111143 -
1112 -

SUBJECTS
PMI Event Program, 1996, Computers, Projects/Teams
PM, Trends, Changes, Innovations
Internal management, External management
Aug Event, Theme, Content, Project Manager:  Dinasauer or Beacon
Feel Good Management - Social Constraints
PM Beacon to Future or Dinasauer
Conventional Management Not Enough Time to
Project Managers Replaced by Team Leaders

2910 -
291101 -  ..
291102 - Internal and External Management Conflicts
291103 -
291104 - Follow up work at ref SDS 26 line 430.
291105 -
291106 - Discussion with Morris this evening lead to a possible panel
291107 - discussion for PMI at the Sep event:
291109 -  ..
291110 -
291111 -               Project Manager:  Dinosaur or Beacon?
291112 -
291113 -     ...is the role of dedicated Project Manager doomed because
291114 -     technology is making its special skills available to all?
291115 -
291116 -     How does the role differ on Internal v. External projects.
291117 -
291118 -
291120 -  ..
291121 - Technology Replaces "Middle" Managers with Networking Email
291122 - Reengineer Lean Enterprise Network Email Collaboration Virtual Office
291123 - Email Paperless Office Collaboration Efficiencies Enable Reengineering
291124 -
291125 - Morris explained recent industry trends to reengineer toward a "lean
291126 - enterprise" model, presented at a seminar last month.  Reengineering
291127 - was reviewed in an HBR article last year on 940509, ref SDS 12 8498,
291128 - and again the next day on 940510. ref SDS 13 HU97
291130 -  ..
291131 - Consultants have helped Chips cut costs by downsizing again and using
291132 - networking for email to collaborate with fewer people traveling and
291133 - attending meetings.  On 920215 Morris worked on a reengineering plan
291134 - for Chips the reduced marginal projects. ref SDS 9 HJ8G  This time
291135 - Chips is eliminating unnecessary middle managers in order to improve
291136 - organizational efficiency and earnings.  He believes networking email
291137 - technology is rendering many middle management positions obsolete
291138 - because "line" managers can collaborate directly with people doing the
291139 - work, rather than filter communication through a series of middle
291140 - managers.  This reflects Mike Emery's ideas at PG&E reported on
291141 - 940824. ref SDS 14 6901.
291142 -
291143 -     [On 951115 CNN reports AT&T reducing management, hoping to rely on
291144 -     email, as Morris suggests this evening. ref SDS 46 8834]
291146 -      ..
291147 -     [On 951214, email fails to improve management. ref SDS 49 9630]
291149 -      ..
291150 -     [On 951228 reengineering, ref SDS 51 7308, also, ref SDS 39 2248;
291151 -     and on replacing managers with computers at ref SDS 55 0631; on
291152 -     960330, example email failure. ref SDS 56 8492]
291154 -      ..
291155 -     [On 960301 managers are unproductive overhead, ref SDS 54 4692]
291157 -      ..
291158 -     [On 960410 vice president reports company eliminates communication
291159 -     support staff gives executive computer networking with email for
291160 -     efficient collaboration, ref SDS 58 5839; information overload
291161 -     with poor analysis creates cursory, erroneous communication that
291162 -     reduces productivity. ref SDS 58 F88F
291164 -      ..
291165 -     [On 960723 Stanford technology shows "flatter organizations" cause
291166 -     information overload, reduce productivity. ref SDS 62 2502]
291168 -      ..
291169 -     [On 970710 Intel says empowerment is an advantage of "flatter"
291170 -     organizations, ref SDS 66 4944]
291172 -      ..
291173 -     [On 971011 Com Metrics can reduce management levels by increasing
291174 -     span of attention enables increased span of management control,
291175 -     ref SDS 67 8866]
291176 -
291178 -  ..
291179 - Project Managers Can be Replaced by Team Leaders
291180 -
291181 - Morris said advances in technology and wider training in project
291182 - management skills (discussed below re Mike Emery at PG&E, ref SDS 0
291183 - 1351) mean that Project Managers can be eliminated.  He feels project
291184 - objectives can be set by corporate officers, strategists and leaders,
291185 - and these objectives can be communicated to project team members by
291186 - computer using email rather than through Project Managers.
291187 -
291188 -        [On 951208 Communication Metrics supports consistent use of
291189 -        good management practices. ref SDS 51 4772
291191 -         ..
291192 -        [On 960227 leadership managing managers is hard job to keep
291193 -        strong willed people in alignment with goals. ref SDS 53 7201]
291195 -         ..
291196 -        [On 960301 perspective managers are unproductive overhead
291197 -        ref SDS 54 4692.]
291199 -         ..
291200 -        [On 960329 Fortune magazine article on role of Project Managers
291201 -        being reduced. ref SDS 55 6922.]
291203 -         ..
291204 -        [On 960419 article submitted to PMI to publicize Asilomar
291205 -        Conference and explaining disaster coming from replacing
291206 -        project managers with team leaders. ref SDS 59 RV7O
291208 -         ..
291209 -        [On 970525 article Team Leaders lack PM skills, ref SDS 63
291210 -        3521
291212 -         ..
291213 -        [On 970607 Morris hiring Project Managers. ref SDS 64 4403
291215 -         ..
291216 -        [On 970624 Rifkin's book "The End of Work" overlooks the
291217 -        beginning of endless rework to fix mistakes caused by lack of
291218 -        good management practices. ref SDS 65 Q64K
291220 -         ..
291221 -        [On 990506 Jim is reengineering S&A at USACE. ref SDS 68 8943
291223 -         ..
291224 -        [On 990510 Jim is Team Leader of Construction Management
291225 -        Team... ref SDS 69 5640
291227 -         ..
291228 -        [On 030708 Jerry Nord discusses using SDS for improving
291229 -        management and reviews prior efforts to use self-directed
291230 -        teams. ref SDS 71 GH5K
291231 -
291233 -      ..
291234 -     Action Item Tracking System
291235 -
291236 -     This perspective seems to reflect our discussion the other day
291237 -     where Morris contemplated an Action Item system that automatically
291238 -     updates priority of pending Action Items when a higher priority
291239 -     issue arises, per ref SDS 25 line 447, and shows who is assigned
291240 -     to perform the work, ref SDS 25 line 385.
291241 -
291242 -         [On 951209 created Action Item system. ref SDS 47 0001]
291244 -  ..
291245 - Morris cited certain industries and companies where orders are being
291246 - placed via computer rather than through vendor salesmen, as evidence
291247 - that Project Managers are not needed.
291249 -  ..
291250 - He cited Volvo as a successful company that does not use Project
291251 - Managers.
291252 -
291254 -  ..
291255 - I mentioned Tom Landauer's findings in his new book "The Trouble with
291256 - Computers," that effective automated management is difficult to
291257 - achieve, ref SDS 24 line 120.  My research shows people fear the
291258 - commitment (i.e., doing everything on the computer instead of using
291259 - handwritten notebooks, notes, physical documents, sharing) needed to
291260 - achieve effective automated management, ref SDS 26 line 380, which
291261 - gives rise to the need for a "Quantum Leap" in perception,
291262 - contemplated for the Asilomar conference.  Morris' view this evening
291263 - can be seen as a critical step in that direction, i.e., he thinks it
291264 - can be done.
291265 -
291267 -  ..
291268 - Team Leaders
291269 -
291270 - Morris feels projects need "Team Leaders," and that this is different
291271 - from the role, authority and responsibility of a "Project" or
291272 - "Program" Manager, because Team Leaders retain responsibility for
291273 - "Line" management.  I did not follow the distinction Morris offered on
291274 - how a Team Leader can be more effective and less costly than a Project
291275 - Manager.  If you have a large project with a lot at risk that is
291276 - complicated, then the Team Leader must devote the time and have the
291277 - authority needed to be successful.  If this requires full time
291278 - attention how is it different from a Project Manager?
291279 -
291280 -         [On 951228 project managers being eliminated. ref SDS 51 7309]
291282 -      ..
291283 -     There is likely growing disaffection for project management in
291284 -     sectors new to the practice who omit adequate authority, checks
291285 -     and balances, reviewed on 950608. ref SDS 23 5928  Similar
291286 -     disaffection for automation occurs where tools lack integration of
291287 -     key management tasks, with consequent failure to deliver expected
291288 -     results.
291290 -  ..
291291 - Morris' view that "Project Managers" are not needed, is supported in
291292 - part by Mike Emery's comments at PG&E, per ref SDS 15 6901, who
291293 - expects that traditional project management methods (e.g., CPM) will
291294 - become more common in general management. ref SDS 0 2165 This is
291295 - different though from doing away with the role of Project Manager, per
291296 - se.
291297 -  ..
291298 - "Team Leader" under this prescription is a Project Manager without
291299 - authority to overcome the dictates of "Feel Good" management,
291300 - discussed with Morris in 1989, ref SDS 7 line 201.
291301 -
291303 -  ..
291304 - Authority is Critical for Project Manager to be Effective
291305 -
291306 - This analysis seems to overlook an essential role of a Project Manager
291307 - to take responsibility for a mission, and to integrate competing
291308 - perspectives, agendas, diverse skills and people, in a way that
291309 - synergy enables the team to produce more than the sum of its parts.
291310 - Was Dwight Eisenhauer the Team Leader of the Allied Armies, or was he
291311 - a "Project Manager."  See definition for Communication Metrics on
291312 - 950327, ref SDS 17 0001; and on 950718. ref SDS 36 V3SK
291313 -
291314 -      [On 010111 frustration about poor coordination and collaboration.
291315 -      ref SDS 70 EF6M
291317 -  ..
291318 - Morris characterized Project Managers he has encountered as "middle
291319 - managers without much authority."
291320 -       ..
291321 -       I did not mention that this view turns traditional
291322 -       management theory on its head, i.e., responsibility cannot be
291323 -       delegated; only authority can be delegated.  If you assign
291324 -       responsibility and do not grant authority, you get "harassers"
291325 -       and "liars" rather than Managers.  Very likely this accounts for
291326 -       Primavera's problems in accomplishing its projects, reported by
291327 -       Joel Koppleman on 950412. ref SDS 18 3920.
291328 -
291330 -  ..
291331 - Project Managers Role - Kill the Messenger
291332 -
291333 - Morris feels Project Managers...
291334 -
291335 -                      Harass
291336 -                      Lie
291337 -                      Justify/Cover-up
291338 -      ..
291339 -      I suggested this "kill the messenger" perspective echoes
291340 -      Joel Koppleman's explanation of missed completion dates, in his
291341 -      presentation to PMI on 950412, ref SDS 18 3920.
291343 -       ..
291344 -      Gopal Kapur cited poor management practices in the IT industry,
291345 -      at a seminar to improve Project Management on 950428. ref SDS 19
291346 -      7007, ref SDS 19 0788, and also
291348 -       ..
291349 -      Gopal cited studies that information overload reduces management
291350 -      productivity. ref SDS 19 3921
291352 -       ..
291353 -      See support from CSM at ref SDS 49 0977
291354 -
291355 -         [On 960506 reviewed "truth" as an excuse by executives for
291356 -         failed leadership. ref SDS 60 0001]
291357 -
291358 -         [On 970607 Morris hiring Project Managers. ref SDS 64 4403]
291359 - ..
291360 - I noted that Project Managers should...
291361 -
291362 -                      Plan
291363 -                      Communicate
291364 -                      Follow Up
291365 -
291366 -      ...from a project perspective, rather than a functional view.
291368 -  ..
291369 - These efforts can be viewed as "harassment" by managers of higher
291370 - authority who have personal agendas apart from a project, see more on
291371 - Koppleman on 950412. ref SDS 18 0652
291372 -
291373 -      [On 951101 psychologists to improve business communications,
291374 -      ref SDS 42 5500]
291376 -       ..
291377 -      [On 951103 more on using psychologists. ref SDS 44 4355]
291379 -       ..
291380 -      [On 960405 article identifies cause of failed PM on Dr. Spock for
291381 -      adults at ref SDS 57 7477]
291382 -
291384 -  ..
291385 - Responsibility - Authority = Harassment
291386 -
291387 - Internal project managers often do not have authority to compel
291388 - performance.  This impacts performance, perception of the role and
291389 - viability of a project manager, similar to the difference between
291390 - having a mediation provision rather than arbitration requirement in a
291391 - contract.  A recalcitrant party merely goes through the motions,
291392 - knowing there is no authority to enforce settlement.
291393 -
291395 -      ..
291396 -     Contract Notice Mechanism
291397 -
291398 -     Thousands of years have shown that to be effective, a Project
291399 -     Manager must have authority to make decisions applying sound
291400 -     management practices that impact the interests of organizations
291401 -     and people.  This history has evolved a mechanism to secure timely
291402 -     performance of needed work, called "contract notice provisions."
291403 -
291405 -      ..
291406 -     Harassment and "Notice"
291407 -
291408 -     Being reminded to perform a needed activity is "harassment"
291409 -     where there is no authority to backup the reminder.  The same
291410 -     reminder, however, is valuable "expediting" and "timely
291411 -     communication" of mission critical tasks, when enforced by
291412 -     contract or charter.
291414 -      ..
291415 -     Harassment reminders are actually called "Notice" in a contract
291416 -     setting.  A notice of required action, potential claim, to cure a
291417 -     breach of contract, all reflect appropriate Project Manager
291418 -     practice to secure needed results.  Failure of a project manager
291419 -     to issue such "reminders" or "harassment," is a dereliction of
291420 -     professional duty and ethics because it places the stakeholder at
291421 -     risk.
291422 -
291423 -          [On 950712 reviewed role of notice provisions in contracts.
291424 -          ref SDS 34 5993]
291426 -           ..
291427 -          [On 951214 internal management needs processes used for
291428 -          external management of contract. ref SDS 49 6825]
291430 -      ..
291431 -     Internal Projects Need Effective Notice Procedure
291432 -
291433 -     Objecting to being notified that work is needed, and that failure
291434 -     to do it will cause damage, as "harassment," is not new, ref SDS
291435 -     18 line 385.  Ask any subcontractor, vendor, architect, etc., on a
291436 -     construction project.  The large and growing body of law on
291437 -     contract notice provisions is testament to the ill will suffered
291438 -     by those who issue and those who receive such notices prevalent
291439 -     in managing external projects.
291441 -      ..
291442 -     The absence of a comparable alert mechanism that encourages and
291443 -     compells performance on internal projects despite hurt feelings,
291444 -     loss of face, honest differerence of opinion, or mere whim within
291445 -     the hierarchy, points to the huge burden every organization has to
291446 -     manage its internal affairs, including projects.  Politics and
291447 -     social pressure prevent sound management practice under the aegis
291448 -     of Feel Good management (see discussion below).
291449 -     ..
291450 -     The rush to embrace "Project Management" will not improve
291451 -     internal management, unless the core concept of notice, i.e.,
291452 -     accountability, is successfully resolved.  SDS is a good means to
291453 -     do this per our discussion on 890809. ref SDS 5 CJ9J
291454 -
291456 -  ..
291457 - Feel Good Management
291458 -
291459 - Management that ignores performance of material project requirements
291460 - (e.g., payment, schedule, quality) in order to avoid ill will, or to
291461 - exercise arbitrary power, or to indulge any personal impulse in the
291462 - hope that whatever happens can be solved by future manuever and force
291463 - of personality (e.g., talking skills), ref OF 1 line 675, leads to an
291464 - environment of "Feel Good" management that eviscerates sound Project
291465 - Management practice.
291466 -
291467 -   •  The challenge of "Feel Good" management practice was discussed
291468 -      with Morris in 1991 at ref SDS 7 line 118, considered at Cal Tech
291469 -      in 1992 at ref SDS 10 line 387, its negative impact on earnings
291470 -      was discussed with Morris at ref SDS 8 line 35.
291471 -
291472 -   •  The nexus between false hope and pressures to go along to get
291473 -      along are discussed at ref SDS 11 line 34; examples are at ref SDS
291474 -      1 line 244, and ref SDS 1 line 244.
291475 -
291477 -  ..
291478 - External Project Management; Internal "Feel Good" Management
291479 -
291480 - Morris' perspective reflects "Feel Good" management practices in
291481 - Information Technology and other sectors where internal projects are
291482 - subject to political hierarchy and social pressures, rather than
291483 - external projects where performance is subject to enforcement of a
291484 - long tradition of contract law.
291485 -
291486 -   •  The growth of project management in the IT industry, and the need
291487 -      for greater rigour was presented by Gopal Kapur at a seminar on
291488 -      950412, at ref SDS 19 7007; the Kerzner lecture cites the need
291489 -      for a "diary" of lessons learned, ref SDS 16 8447, and adequate
291490 -      executive support as a key characteristic of "mature" Project
291491 -      Management practices. ref SDS 16 6492
291492 -
291493 -   •  The need for executives to challenge themselves, i.e., to "debug"
291494 -      their reasoning and instructions, when dealing with subordinates,
291495 -      is discussed under the heading "Management Productivity" in the
291496 -      POIMS paper. at ref OF 1 1108, and further at ref SDS 3 line 164.
291497 -
291498 -   •  Internal v. external project management was considered at the Cal
291499 -      Tech seminar on 921021. ref SDS 10 5696  The need to offset
291500 -      adverse influence of political hierarchy, was discussed with
291501 -      Morris on 890809. ref SDS 5 8492
291502 -
291503 -   •  The challenges and risks of complex projects that entail new
291504 -      technology are discussed by Joel Koppleman at ref SDS 18 line
291505 -      251, see also comments at ref SDS 18 line 296.
291506 -
291507 -         [See follow up article in PMJ, ref SDS 48 line 379.]
291508 -
291509 -
291510 -
2916 -

SUBJECTS
Quantum Leap to the Future
Convert Information into Knowledge

3104 -
310501 -  ..
310502 - Mistakes Lead to "Lies and Cover-ups"
310503 -
310504 - Like all people involved in doing things, from corporate executives to
310505 - engineers, to marketing folks, and custodians, some Project Managers
310506 - lie and justify.  The "Team Leaders" Morris is thinking of using to
310507 - replace Project Managers, will do the same if circumstances (i.e.,
310508 - pressures, opportunities, costs, benefits) push them in that
310509 - direction.  Examples of circumstances that can do this are having too
310510 - few skilled managers to oversee the work, Project Managers having no
310511 - authority to offer inducements and penalties to encourage performance
310512 - (see "Harassment and Notice" above), and relying on computer programs
310513 - for status (problem of incorrect and/or misleading reports was
310514 - discussed the other day, ref SDS 25 line 385).
310516 -  ..
310517 - The goal of a management system should be to reduce mistakes and in
310518 - the process divulge status information, so that doing the work
310519 - produces a report, see POIMS ref OF 1 line 103 and ref OF 1 line 256.
310521 -  ..
310522 - The larger issue of mistakes caused by poor management practice which
310523 - in turn are induced by accelerated information flows relative to a
310524 - fixed 24 hour day and a nominally constant biological mental capacity,
310525 - is addressed in the paper:
310527 -  ..
310528 -
310529 -              New World Order Needs Old Time Religion
310530 -
310531 -    ...at ref OF 2 line 58, supported by Gopal Kapur's seminar on
310532 -    Estimating practices in the IT industry, ref SDS 19 line 286.
310533 -
310534 - There is no small irony that the Information Technology industry,
310535 - which is largely responsible for, and a chief (Tom Landauer would
310536 - argue the only) beneficiary of, a faster paced business life commonly
310537 - called the "Information Highway," would be among the first to feel the
310538 - sting of the law of diminishing returns on increasing the flow of
310539 - information, absent a means to "convert that information into
310540 - knowledge," ref SDS 17 line 122.
310542 -  ..
310543 - Communication suffers when done too quickly and without connections
310544 - that convert information into knowledge (see "Communication Metrics,"
310545 - ref SDS 16 line 173).  Morris' experience and strong views reported
310546 - above, together with Joel Koppleman's report on Primavera's PM
310547 - problems, ref SDS 18 line 322, shows where we are headed unless we
310548 - harness the power of "automated integration" to lift the capacity to
310549 - think, remember and communicate.  We need an "operating system" for
310550 - people to keep pace with the emerging New World Order.  Otherwise we
310551 - will be forced into an unending morass of mistakes, lies and
310552 - cover-ups.
310553 - ..
310554 - Accordingly, Morris and Joel have sounded an important alert
310555 - that suggests a critical theme for Asilomar:
310556 -
310557 -                    Taking the Quantum Leap
310558 -
310559 -      ...arguing that while we cannot get people to avoid the urge to
310560 -      cover up, we may be able to reduce mistakes so there is less need
310561 -      to cover up, ref SDS 26 line 351.
310563 -         ..
310564 -        [See possible Asilomar agenda, ref SDS 45 line 114.]
310566 -  ..
310567 - Can automation help us deal with the Information Highway that causes
310568 - more and more mistakes, as reported by Gopal Kapur, ref SDS 19 line
310569 - 286, Tom Landauer, and Jim Manzi at Lotus Development.  Are people and
310570 - organizations ready to take the Quantum Leap into the future?
310572 -  ..
310573 - I called Morris this evening about speaking to PMI on how trends in
310574 - technology might impact the practice of management. While he was open
310575 - to doing this, his remarks primarily expressed disappointment about
310576 - the viability of the "Project Manager" role.  Analysis shows that such
310577 - concerns call for a new application of automation to convert
310578 - information into knowledge in order to avoid the endless mistakes and
310579 - consequent "lies" and coverups caused by current applications that
310580 - simply create more information.
310582 -  ..
310583 - PMI can present a program that says don't complain about mistakes,
310584 - rather give your people the tools, training and support that enable
310585 - them to do a better job.  Don't get mad and don't get even.  Get
310586 - better!!
310587 -
310588 -     [See later application to Ford Motor, ref SDS 43 line 174.]
310589 -
310590 -
310591 -
310592 -
3106 -

SUBJECTS
Senior Council
Future of Project Management
Project Manager:  Dinosaur or Beacon
PMP Training, Meaning, Alternatives

3506 -
350701 -  ..
350702 - Future of PMI
350703 -
350704 - The above exchange goes to the question of PMI evolving too rapidly
350705 - away from its roots in construction, rushing to embrace technology
350706 - that seems to provide tools for managing projects. The 1996 Asilomar
350707 - event intends to redress this condition, ref SDS 23 line 325.
350709 -      ..
350710 -     My general sense is that PMI started as a way for Project Managers
350711 -     on opposing sides to visit outside the field of battle.  Vendors
350712 -     were invited, and consultants saw a way to make contacts.  Speaker
350713 -     presentations began to indicate it would be helpful to identify a
350714 -     PMBOK.  As the IT industry grew, it sought a greater role as a way
350715 -     to make more contacts and sales.  Now it seems we have a situation
350716 -     where real project managers are not apparent in PMI.  Instead we
350717 -     have a lot of Team Leaders, marketing types and others where
350718 -     everyone is selling to everyone else, rather than talking through
350719 -     serious communication issues like application of notice on
350720 -     internal projects.
350721 -
350722 -        [See follow up reviewing viability of PM ref SDS 51 line 331
350723 -        and reports in public media on laid off PMs, ref SDS 57 line
350724 -        220.]
350726 -         ..
350727 -        [See discussion with Turner ref SDS 52 line 163, and later
350728 -        Asilomar 960715, ref SDS 61 line 100.]
350729 -
350731 -  ..
350732 - This was discussed previously at a PMI Event program meeting,
350733 - ref SDS 23 line 325, and also in connection with a Senior Council at
350734 - ref SDS 20 line 328.  See history at ref SDS 38 line 71.  [See
350735 - discussion with Jim Pennypacker, Editor-in-Chief PMI Publications,
350736 - ref SDS 50 line 421.]
350737 -
350738 -
350740 -  ..
350741 - "Leaders," "Coordinators," & "Project Managers"
350742 - ------------------------------------------------
350743 - The perspective set out above by a leader in IT is a serious challenge
350744 - to the viability of a Project Manager profession, since in recent
350745 - years IT has been a major growth industry for PMI membership, and
350746 - second because IT provides much of the pizzazz in project management
350747 - by offering automated tools.
350748 -
350749 -     [See follow up analysis at ref SDS 41 line 104. and considerations
350750 -     in PMI at ref SDS 50 line 421.]
350752 -  ..
350753 - To preserve the integrity of professional standards it may be worth-
350754 - while to acknowledge lower levels of Project Management that clarify
350755 - the significant difference between internal and external projects.
350756 - "Team Leaders" and "Coordinators" of internal projects lack the
350757 - authority Project Managers exercise vis a vis subs, vendors, owner,
350758 - design professionals, etc., by dent of a contract which governs
350759 - payment, and thereby supports the role of planning and managing
350760 - because there is authority to make decisions that have consequences if
350761 - not implemented.  (See support by Pac Bell, ref SDS 36 line 131.
350762 -
350763 -      [PMBOK recognizes the distinction, ref SDS 37 line 51.]
350765 -  ..
350766 - Thus, in general...
350767 -
350768 -      "Team Leader" and/or "Coordinator" are better suited for internal
350769 -      projects that lacks a proven authority mechanism.
350770 -
350771 -      "Project Manager" is better suited to external projects that have
350772 -      a historically proven authority mechanism.
350774 -  ..
350775 - PMI may wish to issue a formal notice that where an organization fails
350776 - to implement effective authority mechanisms to support a project, PMI
350777 - will classify the person in charge as a "Leader" or "Coordinator"
350778 - rather than a "Project Manager."
350780 -  ..
350781 - Second, PMI might enhance its PMP credential accreditation authority
350782 - by requiring a showing as a condition of being awarded a PMP, of
350783 - having applied Project Management "authority," including the use of
350784 - notice provisions, and/or overcoming "Feel Good" management pressures.
350785 -
350786 -      This seems to be a critical distinction, because most everyone
350787 -      wants to be well liked and known as a "team player."  Project
350788 -      Management, however, is about getting the job done for the
350789 -      stakeholder.  Even people who have authority are often unwilling,
350790 -      or inept in exercising such authority, falling prey to the
350791 -      pressures of "Feel Good" management, see for example ref SDS 11
350792 -      line 34, ref SDS 1 line 244, and ref SDS 1 line 244.
350793 -
350795 -  ..
350796 - This may seem harsh and/or threatening to PMI's goal to be accepted as
350797 - an industry leader.  Yet, it could have an opposite and positive
350798 - effect.
350800 -  ..
350801 - The "Team Leader," "Project Leader," or "Coordinator" position could
350802 - be seen as a career growth position, so there is something between
350803 - being a Project Manager and someone who has passed an examination.
350804 -
350806 -  ..
350807 - PMI Organization Certification
350808 -
350809 - PMI might move toward certification of organizations as using Project
350810 - Management practices.  Where there is not a showing of an effective
350811 - grant of authority to Project Managers, PMI would not certify an
350812 - organization as using Project Management practices.  This could take
350813 - time to catch on, but like CPM, soon organizations hiring other
350814 - organizations will want them to be PMI certified, in order to make
350815 - sure they have sound management practices, so they don't have to find
350816 - out the hard way that "Feel Good" management is at work, rather than
350817 - "Project Management."
350819 -  ..
350820 - Without an assertion of standards in distinguishing internal from
350821 - external project management with respect to the issue of authority,
350822 - PMI may suffer loss of credibility, as evidence above, with consequent
350823 - loss of membership and influence.
350825 -  ..
350826 - This may in prove critical to PMI's future in moving early to distance
350827 - itself from the disillusionment and consequent loss of confidence in
350828 - the profession of Project Management, evidenced by Morris and Joel
350829 - Koppleman at ref SDS 18 line 322.  PMI should be positioned to
350830 - differentiate situations where a Project Manager has no authority, and
350831 - those where such essential authority is in place, so when criticisms
350832 - are directed at Project methodology, PMI can investigate whether there
350833 - was ever an opportunity to actually apply "Project Management" at the
350834 - source of the criticism, or whether it emanated from a "Team Leader"
350835 - context.  To perform effective Project Management, you need a "Project
350836 - Manager," and that means an authority mechanism with integrity.
350837 -
350838 -      [See follow up discussion with Bill at ref SDS 40 line 173.]
350840 -  ..
350841 - Panel Debate - PM Beacon to the Future or Dinasauer?
350842 -
350843 - One way to investigate the depth of the issue, is to sponsor a panel
350844 - debate inviting people like Morris and Joel Koppleman and others who
350845 - feel disillusioned by project management, to come present their views,
350846 - and to thereby clarify with opposing views the critical role of
350847 - authority in making project management an effective instrument.
350848 -
350849 -       [Followed up with Ahmet at ref SDS 33 line 215.]
350851 -        ..
350852 -       [See Asilomar 960715, ref SDS 61 line 100.]
350854 -        ..
350855 -       [See where Chips started using a PM, ref SDS 64 line 80.]
350856 -
350857 -
350858 -
3509 -
Distribution. . . . See "CONTACTS"