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


S U M M A R Y


DIARY: July 19, 1995 03:00 PM Wednesday; Rod Welch

Meeting with EPT & Prof Dev re PMI program plan, and Nov event.

1...Summary/Objective
2...Follow Up
3...Ahmet requested Asilomar planning status be submitted to Linda.
4...Linda will submit program plan to the Board on 950726.
5...Approvals
6...Number of Events & Attendance
......Market Research Task
7...Professional Development Jurisdiction
8...Ideas Requested for Professional Development Events


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CONTACTS 
0202 - Taspinar Management Consulting     510 569 7471 fax 4636                                                                                                           O-00000276 0101
0203 - The Welch Company                  415 781 5700                                                                                                                    O-00000040 0101
0204 - Tandem Computers Incorporated      510 279 2700 fax or 800...                                                                                                      O-00000608 0201

SUBJECTS
PMI Event Program Meeting, 950719

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Followed up work at ref SDS 3 line 58.  Explained Event Program Plan
040502 - to Linda.  Determined to proceed without participation of Professional
040503 - Development manager.  Developed additional program themes that cover
040504 - events and monthly meetings.
040505 -
040506 - Follow Up
040507 - ..
040508 - Ahmet requested Asilomar planning status be submitted to Linda.
040509 - 
040510 -     [Did this at ref SDS 10 line 43.]
040511 -
040512 - Linda will submit program plan to the Board on 950726.
040513 -
040514 - Ahmet asked me and Bill to attend the Board meeting next week.  Bill
040515 - will be on vacation, but I will attend, as requested by Ahmet at the
040516 - last board meeting, ref SDS 1 line 326.
040517 -
040518 -     [See follow up at ref SDS 11 line 28.]
040519 -
040520 -
0406 -

SUBJECTS
Event Program Plan, WBS/Schedule, Proposal
Number of Events, Coordinate Professional Development Program
Concepts/Themes, Coordination Meeting Professional
Theme - Coordination & Alternatives, Number of Events

0907 - Summary/Objective
0908 -
090801 - Following up work at ref SDS 3 line 88, there was no consideration of
090802 - the Event Program Plan.
090803 -
090804 - Linda asked about the status of planning to date.  Ahmet requested
090805 - this information be submitted to Linda.
090806 -
090807 -
090808 - Approvals
090809 -
090810 - Ahmet and Linda will determine what to submit to the Board next week.
090811 -
090812 -
090813 -
090814 - Number of Events & Attendance
090815 -
090816 - Following up work at ref SDS 3 line 155, Ahmet said there will be
090817 - only 2 events based on analysis independent of the team.  He said
090818 - there will be a Feb and a Jul event.  He said Elias and Rosanne would
090819 - like to do an event in Nov.  There was no discussion of the Sep event.
090820 -
090821 -      Market Research Task
090822 -
090823 -      The survey done by Rosanne from the Panel Discussion meeting
090824 -      yesterday was explained, ref SDS 7 line 249.  The results may
090825 -      assist in developing a theme.
090826 -
090827 -      Attendance draw ideas to support 4 events which were explained
090828 -      previously at ref SDS 3 line 178, were not considered.
090829 -
090830 -      Planning for a Nov event has been performed so it can be held if
090831 -      PMI wishes.  There was no consideration of the planning.
090832 -
090833 -
090834 -
090835 - Professional Development Jurisdiction
090836 -
090837 - Followed up work at ref SDS 3 line 242, Ahmet said this is no longer
090838 - an issue because the Professional Development manager is unable to
090839 - coordinate due to a full schedule unrelated to PMI matters.
090840 -
090841 -
090842 -
090843 -
0909 -

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

1906 -
190601 -  ..
190602 - Ideas Requested for Professional Development Events
190603 -
190604 - Follow up ref SDS 2 0770 and ref SDS 4 9562.
190605 -
190606 - Ahmet asked for ideas on the event program theme that can be
190607 - coordinated with the Monthly Meeting Programs.  The following three
190608 - ideas were considered:
190609 -
190610 -     1.  Communications [submitted to the Board at ref SDS 1 line 296]
190611 -
190612 -     2.  Transition from classical project management to modern project
190613 -         management.
190614 -
190615 -     3.  How automation will impact project management in the 21st
190616 -         century.
190617 -
190618 -     4.  Successful project management.
190619 -
190620 - ..
190621 - Discussion showed communications was viewed as too narrow for a
190622 - year long theme, because it deals with only a single section of the
190623 - PMBOK. Linda explained that a theme of "successful project management"
190624 - is a positive statement of the tension between internal and external
190625 - management, and the role of authority.
190626 -
190627 -     [See follow up from Asilomar results showing communication theme
190628 -     was too broad for a single event. ref SDS 13 0550]
190629 -
190630 - This issue was explained in relation to the PMI Panel discussion event
190631 - yesterday, ref SDS 7 0000.
190632 -
190633 -     Linda and Ahmet requested notes of that event.
190634 -
190635 -        [Submitted at ref SDS 9 0000.]
190636 -
190637 - Voting showed strongest support for themes 2 and 3.
190638 -
190639 -
190640 -
190641 -
1907 -

SUBJECTS
General Notice Flyer
Advertising
PMI National Publications

2206 - Summary/Objective
2207 -
220701 - Follow up work at ref SDS 3 line 515.  Ahmet explained an idea to
220702 - prepare a brochure after approval by the Board of the Event program
220703 - theme.
220704 -
220705 - Bob said he can prepare the copy.
220706 -
220707 - Consideration was given to gaining an endorsement of the Event Program
220708 - plan by a high visibility executive, for example at Bechtal, as
220709 - discussed previously at ref SDS 4 line 174.  Ahmet said Rosanne should
220710 - be given the opportunity to make this contact. If this is done as part
220711 - of an advertising effort, it could boost attendance and interest.
220712 -
220713 -     [See follow up at ref SDS 12 line 499.]
220714 -
220715 -
220716 -
2208 -

SUBJECTS
Marketing New Members, Brochures
Brochures to Explain PMI to Speakers

2405 - Summary/Objective
2406 -
240601 - Followed up work at ref SDS 8 line 31.  Received brochures and other
240602 - materials from Ahmet for submission to Turner, per ref SDS 5 line 59.
240603 -
240604 -
2407 -