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


S U M M A R Y


DIARY: July 15, 1995 11:42 AM Saturday; Rod Welch

Received call from Ahmet for PMI brochures & membership applications.

1...Summary/Objective
2...Ahmet will bring PMI application forms and brochures explaining PMI
3...Privacy, Discovery, Security
4...Timely Appointment and Action is Critical
.....Comment
5...Ahmet said the Nov event may not be possible even though many want it
6...Another concern is that work on Feb event needs to be underway,


..............
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CONTACTS 
0201 - Taspinar Management Consulting     510 569 7471 fax 4636
020101 - Mr. Ahmet Taspinar, PMP

SUBJECTS
PMI, Event Program Plan, Speakers
Brochures to Explain PMI to Speakers
Strategy, Methods
Policy & Procedures, Speaker Assignments, Project Manager Assignments
Discovery, Security, Privacy
Project Managers

1108 -    ..
1109 - Summary/Objective
1110 -
111001 - Followed up work at ref SDS 10 line 39 and ref SDS 4 line 37, and
111002 - discussion with Steve Rule at Turner, ref SDS 9 line 62.
111003 -
111004 -
1111 -
1112 -
1113 - Discussion
1114 -
111401 - Ahmet will bring PMI application forms and brochures explaining PMI
111402 - to our meeting with Linda next week.
111403 -
111404 -     He suggests I act as a marketing rep with respect to Turner, and
111405 -     submit these materials, in conjunction with discussions about
111406 -     providing a speaker per ref SDS 9 line 53.
111407 -
111408 -     Ahmet said Nino Borconi provides support for membership, however,
111409 -     he is so busy that it is often difficult to contact him and for
111410 -     him to schedule time for PMI membership activities.  Amet
111411 -     suggests that I call and leave a message for Nino of my contact
111412 -     with Turner and request that Nino call back if he has any
111413 -     specific instructions for handling this matter.
111414 -
111415 -         I told Ahmet of meeting Nino at the Kerzner lecture, ref SDS 1
111416 -         line 406, and had difficulty following up on contacts he
111417 -         requested.
111418 -
111419 -
111420 -     I will contact Turner on Monday and suggest a meeting to deliver
111421 -     the materials and review Event Program Plan.
111422 -
111423 -
111424 - He recalled speaking to Turner people in Oakland last year on joinint
111425 - PMI.  He believes they have greater interest in CMAA:
111426 -
111427 -          Construction Management Association of America
111428 -
111429 -   ...a related organization that sometimes has joint meetings with
111430 -   PMI when we meet at Spranglers in Oakland.
111431 -
111432 -
111433 -
111434 - I asked if Ahmet received the 950711 letter ref DIP 2 line 32,
111435 - transmitting analysis of the Project Manager role submitted at ref SDS
111436 - 6 line 49.  Ahmet said he received it.
111437 -
111438 - I asked if he had any comments on that issue.
111439 -
111440 -
111441 -
1115 -

SUBJECTS
PMI, Event Program Plan, Speakers
Brochures to Explain PMI to Speakers
Strategy, Methods
Policy & Procedures, Speaker Assignments, Project Manager Assignments
Discovery, Security, Privacy
Project Managers

1509 - Summary/Objective
1510 -
151001 - Follow up work at ref SDS 3 line 474.
151002 -
151003 - Ahmet expressed concern about reports he received that show considera-
151004 - tion of Ed Curran for a PMI Event Project Manager.
151005 -
151006 -     We reviewed the record showing Ed's name is mentioned as a
151007 -     possibility along with 5 - 10 other names for a PM assigment in
151008 -     discussions with Bill DeHart on 950629 at ref SDS 3 line 474. Ed's
151009 -     name was mentioned by Ahmet in our discussion on 950711 ref SDS 6
151010 -     line 154, as confirmed in the letter to Ahmet, ref DIP 2 line
151011 -     190.
151012 -
151013 - Ahmet feels discussions about PM assignments should be internal among
151014 - he, Bill and I, and that he will make the final decisions.  He
151015 - cautioned that advance notice to prospective project managers, could
151016 - result in disappointment and ill will, if they are not selected.
151017 -
151018 -     We reviewed the record showing compliance with this procedure.  A
151019 -     copy of the discussion notes between Bill and I was sent only to
151020 -     Ahmet, and a copy of the discussion notes between Ahment and I was
151021 -     sent only to Bill, ref DIP 3 line 25.
151022 -
151023 -     There is nothing in the record showing contact with any of the
151024 -     prospective candidates.  I explained these are planning notes to
151025 -     carry out the mission of creating an Event Program which Ahmet
151026 -     requested at ref SDS 2 line 91.
151027 -
151028 -
151029 -
151030 - Privacy, Discovery, Security
151031 -
151032 - Ahmet was concerned that writing out the names of prospective PMs
151033 - could get into the wrong hands by accident and thereby cause political
151034 - problems.
151035 -
151036 -     I explained how "planning" entails writing things down and linking
151037 -     them up to minimize the chance of error and maximize the chance of
151038 -     getting everything that needs to be done accomplished on time and
151039 -     within budget.  Distribution has been limited to the Event Program
151040 -     Team.
151041 -
151042 -     In this case the record shows Ahmet said he wants to defer
151043 -     contacting Ed Curran about the PM role, per ref SDS 6 line 154.
151044 -     The record shows Amet's approach has been followed.  Ed's office
151045 -     was called as requested by Ahmet to notify that the Board meeting
151046 -     date was changed to 950726, ref SDS 6 line 66.  This was done at
151047 -     ref SDS 7 line 38.  There is nothing more in the record on this.
151048 -
151049 -
151050 - Timely Appointment and Action is Critical
151051 -
151052 - The experience of the 1995 Asilomar effort suggests that in addition
151053 - to avoiding hurt feelings, it seems valuable to interview a number of
151054 - prospects on key selection criteria at ref SDS 3 line 494.
151055 -
151056 - This is a fact gathering exercise which requires that people be asked
151057 - if they would be interested, have time and the resources to implement
151058 - the Event Program Plan.
151059 -
151060 - It seems equally important that once selected the Project Manager be
151061 - given support by the Event Program Team as a resource to maintain
151062 - progress and focus on implementing the plan.  Otherwise there is the
151063 - risk of late notice it all crashed and burned.
151064 -
151065 -
1511 -

SUBJECTS
Coordination Meeting Professional
Coordiate Professional Development Program

1805 - Summary/Objective
1806 -
180601 - Follow up work at ref SDS 5 line 204.  Ahmet has set a meeting with
180602 - Linda for next Wednesday to discuss our plans, but has not set the
180603 - date and location.  Ahmet said he has explained in general our
180604 - concept and Linda is open to supporting it.
180605 -
180606 - He has a call in to Linda, but expects not to hear from her until
180607 - Monday.  He will let me know on Monday when and where this meeting
180608 - will occur.
180609 -
180610 - He said only he and I and Linda will attend.  He feels Chuck with whom
180611 - he was planning to meet is too busy with jury duty to support this
180612 - initiative.  I asked about Bill DeHart.  Ahmet said he believes Bill
180613 - will be out of town next week, per ref SDS 3 line 88.
180614 -
180615 -     Comment
180616 -
180617 -     Bill was available to attend a meeting last week, per discussion
180618 -     at ref SDS 6 line 89, which was confirmed in the letter to Ahmet
180619 -     at ref DIP 2 line 36.  However, since the meeting has slipped, he
180620 -     may be out of town next week.
180621 -
180622 -
1807 -
1808 -
1809 - 1313 called Bill
1810 -
181001 - He and Pat are leaving 950720 because Pat has a doctor appointment
181002 - 950719. Therefore, if we can meet 950719 on Wednesday, as Ahmet has
181003 - planned, then Bill can attend.
181004 -
181005 - Bill will plan on attending.  Ahmet or I will call on Monday and
181006 - confirm the time and location.
181007 -
181008 -
1811 -
1812 -
1813 - 1336 called Ahmet
1814 -
181401 - Advised Bill is available for Wedensday or earlier of next week. Ahmet
181402 - will let us know.
181403 -
181404 -
181405 -
1815 -

SUBJECTS
Dates of Events, Event Program Plan, CPM, Risk
Event Program Plan, CPM

2405 - Summary/Objective
2406 -
240601 - Followed up discussions at ref SDS 8 line 74.
240602 -
240603 - Ahmet said the Nov event may not be possible even though many want it
240604 - per ref SDS 5 line 335.
240605 -
240606 -     Bill and I in a separate call are feeling pretty sure now that a
240607 -     Nov event is untennable, per ref SDS 5 line 549, so we are
240608 -     thinking of consolidating per ref SDS 5 line 315.
240609 -
240610 -     Once he does the CPM, the viability of a Nov event will be more
240611 -     clear.
240612 -
240613 -
240614 - Bill will prepare schedules with and without Nov event, showing what
240615 - has to occur and approvals needed to carry out any decision by the
240616 - Board.
240617 -
240618 -     This will support Ahmet in presenting to the Board why a Nov event
240619 -     is not practicle; the level of effort required to include a Nov
240620 -     event if that decision is taken; and, how the Chapter can recover
240621 -     by consolidating for a multi-day Feb event, per ref SDS 5 line
240622 -     337.
240623 -
240624 -
240625 - Another concern is that work on Feb event needs to be underway,
240626 - otherwise we will run out of time, as seems to be occurring with the
240627 - Nov event.
240628 -
240629 - Bill will have a CPM ready for transmission and review tomorrow.
240630 -
240631 -
240632 -
2407 -
Distribution. . . . See "CONTACTS"