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


S U M M A R Y


DIARY: July 11, 1995 08:26 PM Tuesday; Rod Welch

Received call from Ahmet to reschedule PMI Board meeting.

1...Summary/Objective
2...Board Meeting Re-set to 950726
3...Event Program Goals/Scope/Concept/Strategies
4...EPT Planning Meeting Next Week
5...He plans to call the PMI Professional Development VP's tomorrow to
6...I need a copy of EPP for review.
7...Meeting with Bechtal
8...Another idea would be to approach the folks at Bechtal and others who


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CONTACTS 
0201 - Taspinar Management Consulting     510 569 4636

SUBJECTS
PMI NCC Board Meeting 950712
Concepts, Objectives, Strategies, Proposal
Goals, Strategy
Event Planning Team
Buy-In, Approval

1207 -    ..
1208 - Summary/Objective
1209 -
120901 - Follow up ref SDS 7 0000.
120902 -
120903 - PMI Board meeting is scheduled for 950726.  I notified Bill and will
120904 - call Ed Curran tomorrow.  Ed is interested in contributing on EPT.
120905 - Discussed need to get PM for Nov soon.  Bill has a first cut on CPM.
120906 - Considered concerns about future of PMI and PM role.
120907 -
120908 -  ..
120909 - Submitted ref DIT 1 line 30 to Ahmet transmitting this record and the
120910 - discussion with Morris at ref SDS 6 line 78.
120911 -
120912 -  ..
120913 - Submitted ref DIT 2 line 30 to Bill with stuff sent to Ahmet, plus SDS
120914 - diary update and SDS program update on a disk.
120915 -
120916 -
120917 -  ..
1210 -
1211 -
1212 - Progress
1213 -
121301 -  ..
121302 - Board Meeting Re-set to 950726
121303 -
121304 - Follow up ref SDS 3 0000.
121305 -
121306 - Ahmet said Rosanne called and said the meeting tomorrow is postponed
121307 - to 950726.  He asked me to call Bill and let him know about this.
121308 -
121309 -  ..
121310 - Ahmet said he invited Ed Curran to attend the PMI Board meeting
121311 - because Ed called and volunteered to contribute on the Event Program
121312 - Team.  Ahmet asked me to call Ed tomorrow and let him know the meeting
121313 - has been postponed until 950726.
121314 -
121315 -
121316 -  ..
121317 - Event Program Goals/Scope/Concept/Strategies
121318 -
121319 - Ahmet said he has now read the planning reports submitted previously
121320 - ref SDS 7 0052, and feels they are excellent ideas that he will
121321 - support them.
121322 -
121323 -     [See follow up at ref SDS 9 0443; on 950830 Ahmet disbanded the
121324 -     planning committee and selected a new one. ref SDS 10 0000.]
121325 -
121326 -
121327 -  ..
121328 - EPT Planning Meeting Next Week
121329 -
121330 - He plans to call the PMI Professional Development VP's tomorrow to
121331 - schedule a meeting next week to present our ideas about a joint
121332 - effort.  He will let me know when and where the meeting will occur.
121333 -
121334 -
1214 -
1215 -
1216 - 2103 called Bill DeHart
1217 -
121701 - Advised of re-schedule on PMI Board meeting.  Bill said he will be
121702 - out of town the week of 950726.  He is available to meet next week
121703 - with the Professional Development VPs.  I advised Ahmet will let us
121704 - know the date and time of this meeting.
121705 -
121706 -
1218 -

SUBJECTS
Event Program Plan
SDS program update, 950702

1405 - Summary/Objective
1406 -
140601 - Follow up work at ref SDS 7 line 69.  Bill said he has completed a
140602 - first cut at a CPM for the Event Program Plan.
140603 -
140604 -  ..
140605 -
140606 - I need a copy of EPP for review.
140607 -
140608 - Bill said he is having more trouble with his computer.
140609 -
140610 -    I sent Bill a disk with updated SDS program from 950629, even
140611 -    though the last update was at ref SDS 5 line 73.
140612 -
140613 -
140614 -
140615 -
1407 -

SUBJECTS
Project Managers

2004 - Summary/Objective
2005 -
200501 - I asked if Ahmet will attend the 950718 technology panel discussion,
200502 - ref SDS 8 line 66.  He indicated he has other commitments.
200503 -
200504 - I asked about discussing with Rodger Bush a possible interest in being
200505 - a project manager for the Nov event, ref SDS 4 line 472. Ahmet feels
200506 - Rodger is too busy to provide the level of support needed for this
200507 - assignment.
200508 -
200509 - Ahmet feels Rodger would make an excellent speaker or facilitator at
200510 - an event.
200511 -
200512 - Ahmet said the most successful Asilomar we have had was when Bill
200513 - DeHart was the Project Manager.  I mentioned the discussion Bill and I
200514 - have had about providing general support for the entire effort, per
200515 - ref SDS 2 line 183.  My sense is that we need Bill and I to provide
200516 - support and coordination of the project managers to ensure
200517 - implementation of the goals and strategies.
200518 - ..
200519 - We considered the need for a project manager to have the support
200520 - of his organization to permit adequate time and administration and
200521 - supplies to manage the event.  This generally implies a PG&E, Pac
200522 - Bell, etc.
200523 -
200524 - Ahmet noted we have considered Ed Curran for a project manager.  He
200525 - feels Ed would be good in this role.  I asked about discussing this
200526 - prospect with Ed tomorrow.  Ahmet feels it would be better to wait
200527 - until the full EPT has considered various people.  He seemed to
200528 - indicate it would be okay to explain the concept of the Event Program.
200529 - for Ed tomorrow.
200530 -
200531 - When I called Bill and related Ahmet's observation about his success
200532 - in running an Asilomar conference, Bill said that someone in his
200533 - position could handle the PM assignment if he had someone on his team
200534 - who is positioned to provide organizational support, such as Chris
200535 - Snyder at PG&E (Dan Ono at AT&T might be another).
200536 - ..
200537 - We agreed it is essential to get a team assembled and working
200538 - now on the Nov event.  The CPM should show when this effort should be
200539 - abandoned if there is not approval, and instead we use a two day event
200540 - in February.
200541 -
200542 -  ..
200543 - Meeting with Bechtal
200544 -
200545 - Another idea would be to approach the folks at Bechtal and others who
200546 - have expressed concern (discussed in next record segment below) about
200547 - promoting their view of Project Management, to be a Project Manager or
200548 - team member in order to shape the content of the Events.  I believe
200549 - their views will be represented in the program as presently
200550 - contemplated, but the quality of the result will depend on the quality
200551 - of the people who design and implement the program plans.  Thus, we
200552 - should work for a meeting to present the Event Program ideas, and
200553 - enlist their active support.
200554 -
200555 - Politically, we need these views respresented by strong personalities
200556 - on the EPT.
200557 -
200558 -
200559 -
2006 -

SUBJECTS
Senior Council
Future of Project Management
Project Manager:  Dinosaur or Beacon
Beacon to Futre or Dinasauer, PM
Overhead Managers are Unproductive

2508 - Summary/Objective
2509 -   ..
250901 - Followed up work at ref SDS 6 line 173, and ref SDS 6 line 690.
250902 -
250903 - I shared the background from discussions and analysis for adding
250904 - levels of PM credentials for the reasons at ref SDS 6 line 510.
250905 -
250906 - Ahmet said some of these views have been expressed by others for
250907 - example at Bechtal on the distinction between internal and external
250908 - management ref SDS 6 line 354, and the role of exercising authority in
250909 - molding an effective Project Manager, ref SDS 6 line 276.  He noted
250910 - there are very strong feelings on this subject, and that a panel
250911 - debate as proposed at ref SDS 6 line 588 would require a strong
250912 - moderator to ensure a civil dialog occurs.
250913 -
250914 - Discussed the need to consider levels of acreditation, and the idea of
250915 - an Event to debate the issue of Internal v. External management, ref
250916 - SDS 6 line 504, and at ref SDS 6 line 588.
250917 - ..
250918 - Ahmet asked me to send the notes on this via Internet.
250919 -
250920 -   I tried this but it came back undeliverable, so I sent via regular
250921 -   mail.
250922 -
250923 -
2510 -
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