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


S U M M A R Y


DIARY: July 27, 1995 10:00 AM Thursday; Rod Welch

Meeting Frank at Pacific Bell re PM program, ISO 10006; PMI Events.

1...Summary/Objective
2...Follow up
3...PMBOK & ISO 10006
4...Pacific Bell's PM Program
5...POIMS Technology
............New World Order Needs Old Time Religion
6...Integrated Management Processes
7...SDS Demonstration
.....Traceability
.....Continual Learning
.....Comment
8...Project Management Training
...PMI Advantages
9...Risk Management


..............
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CONTACTS 
0201 - Pacific Bell Network Svcs          510 901 9094 fax 806 0729
020101 - Mr. Frank Casazza; General Manager =510 901 9094

SUBJECTS
SDS Marketing, Contacts with Customers, Demonstrations
Owners/Stakeholders, Pacific Bell

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 9 0000.
050602 -
050603 - Met about the letter to Frank on Communication Metrics, ref DIP 1 and
050604 - letter on ISO 10006. ref DIP 2
050605 -
050606 - Submitted and reviewed PMBOK and ISO 10006.  Frank explained progress
050607 - in developing Pacific Bell's Project Management program.  Discussed
050608 - using Welch to introduce Communication Metrics at Pacific Bell.  Did a
050609 - quick demonstration of SDS to show how it applies POIMS technology to
050610 - accomplish Communication Metrics, and meets the requirements of PMBOK
050611 - and ISO 10006.
050612 -
050613 - Looked at three options for Frank to present remarks to PMI's
050614 - Professional Development event program in 1996.
050615 -
050616 - Follow up
050617 -
050618 - Frank wants another meeting on these issues with the new manager for
050619 - the PM program.
050620 -
050621 -     [Followed up at ref SDS 10 line 51.]
050622 -
050623 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 - Initially I submitted the review of ISO 10006 and PMBOK, ref SDS 8
051002 - line 44, per our Jul 24 telecon, ref SDS 9 line 62, and my letter ref
051003 - DIP 2 line 31.  Frank had a copy of the Jul 24 letter.
051004 -
051005 - The shortness of time prevented detailed review.  Frank asked if he
051006 - could keep the copy of the PMBOK which I brought to support our
051007 - discussion.  I agreed and left it for him (these materials are on-line
051008 - at ref OF 4 line 3, and ref OF 1 line 7.
051009 -
051010 -
051011 -
051012 - PMBOK & ISO 10006
051013 -
051014 - We took a few minutes to look at the organization and conclusions from
051015 - the review of these standards, discussed further below.
051016 -
051017 -
051018 -
051019 - Pacific Bell's PM Program
051020 -
051021 - Frank said he has interviewed the developer of the CASE project
051022 - management methodology, and expects to hire this person to manage
051023 - Pacific Bell's Project Management program.  He asked about my interest
051024 - in supporting the program.
051025 -
051026 - I explained my objective to introduce Communication Metrics using
051027 - POIMS technology and SDS software for implementation support, at
051028 - Pacific Bell.
051029 -
051030 - Frank asked if I am seeking an employment position at Pacific Bell or
051031 - to provide consulting services?
051032 -
051033 - I said a consulting assignment offers the best opportunity for Pacific
051034 - Bell to develop its own internal procedures and resources for using
051035 - Communication Metrics.  My contribution would be to transition the
051036 - Company using SDS to implement POIMS and Communication Metrics.  Frank
051037 - feels this would institutionalize the technology.
051038 -
051039 - I agreed -- that is my goal.
051040 -
051041 -
051042 -
051043 - POIMS Technology
051044 -
051045 - Frank asked to see the technology explained in the POIMS paper, ref OF
051046 - 5 line 10, submitted in the Jul 18 letter, ref DIP 1 line 34.
051047 -
051048 - I explained the three (3) steps to better management in the modern
051049 - era, as set out in the paper at ref OF 6 line 540:
051050 -
051051 -            New World Order Needs Old Time Religion
051052 -
051053 -
051054 - It shows we need a new:
051055 -
051056 -      •  Management Science............... Communication Metrics
051057 -      •  Information Technology........... POIMS
051058 -      •  Software implementation.......... Schedule Diary System (SDS)
051059 -
051060 -
051061 -
051062 - Integrated Management Processes
051063 - ..
051064 - We looked at the definition of Communication Metrics ref SDS 2
051065 - line 71, and the curriculum for courses at Wharton, ref SDS 3 line
051066 - 214, and George Washington University on this new management science,
051067 - which accomplish the requirements in PMBOK and ISO 10006 for
051068 - "integration of management processes," ref SDS 8 line 316, discussing:
051069 -
051070 -                    Power of Micorcosm
051071 -                    Converting Information into Knowledge
051072 -
051073 -      The key concept is that "management" is 90% communication, so
051074 -      better management requires better communications.  This requires
051075 -      a way to discover misunderstandings caused by an explosion of
051076 -      daily details from the Information Highway, in advance of taking
051077 -      action and then maintaining shared meaning for the period of time
051078 -      such understandings influence earnings.
051079 -
051080 -      This is hard to do and so calls for new tools and people who can
051081 -      use them.
051082 -
051083 -
051084 -
051085 - SDS Demonstration
051086 -
051087 - We examined SDS using the notebook computer, CPU #7. The demonstration
051088 - started with the meeting today, based on my letters to Frank, ref DIP
051089 - 1 line 34, and on ISO 1006, ref DIP 2 line 31.
051090 -
051091 -     I showed how SDS associates all of the events, work, analysis and
051092 -     documents that led up to our meeting, so they are linked into an
051093 -     agenda for our meeting.  I showed how the agenda is instantly
051094 -     converted into a report of what actually happens, emulating the
051095 -     mental faculty of assigning alternate forms to a single resource
051096 -     that conserves time and energy.
051097 -
051098 -
051099 - Frank summarized SDS as a personal schedule tool integrated with a
051100 - diary notetaking tool that links what is scheduled with what has
051101 - already been done, emulating the human faculty of relying on personal
051102 - experience.  Automation makes the system faster and more accurate.
051103 -
051104 - I offered the clarification that there is no manual analog for giving
051105 - information resources alternate forms.  Only a unique design to apply
051106 - automation permits this feature.
051107 -
051108 -
051109 -     Traceability
051110 -
051111 -     Frank commented that the SDS citation feature implements the ISO
051112 -     10006 requirement to trace original sources, cause and effect in
051113 -     management decisions and analysis, ref SDS 8 line 553.  This
051114 -     makes it practical to routinely rely on the record rather than
051115 -     resort to personal recall, thus reducing mistakes.
051116 -
051117 -
051118 -     Continual Learning
051119 -
051120 -     Frank noted that the Diary provides the environment for continual
051121 -     learning we saw is specified in ISO 10006 section 5.5, ref SDS 8
051122 -     line 470.
051123 -
051124 -     This is a critical aspect of "Investing Intellectual Capital"
051125 -     discussed in the POIMS paper, ref OF 5 line 140.  It supports
051126 -     discovering nuance and implications that are not apparent at
051127 -     inception, but which the fullness of time offers opportunities to
051128 -     reap rewards from the initial investment, over and over again.
051129 -
051130 -
051131 - I concurred, and will submit an explanation that more fully develops
051132 - this concept.
051133 -
051134 -     Comment
051135 -
051136 -     The POIMS and New World Order... papers explain SDS. Here are
051137 -     other summaries of SDS:
051138 -
051139 -         •  Spreadsheet for knowledge to implement Communication
051140 -            Metrics
051141 -
051142 -         •  Converts information into knowledge using automated
051143 -            integration of time, information, people, documents
051144 -            subjects, cost and schedule commitments (e.g., CPM) to
051145 -            create a web of related events and understandings.
051146 -
051147 -         •  Operating System for people and organizations.
051148 -
051149 -               ... like DOS, Windows, OS2, Unix are "Operating Systems"
051150 -               for computers.
051151 -
051152 -         •  POIMS - automate the process of ...
051153 -
051154 -                    Plan, Organize, Integrate and Measure
051155 -
051156 -         •  Replaces conventional manual and computerized information
051157 -            and organization systems like filing cabinets, staples,
051158 -            file folders, wordprocessing, doc log; programs like Lotus
051159 -            Notes, Organizer, Agenda, Current, Echo.
051160 -
051161 -
051162 -
051163 -
051164 - Project Management Training
051165 -
051166 - Frank indicated at the PMI seminar on Jul 18, that Pacific Bell is
051167 - seeking support to train the cadre of project managers needed to
051168 - compete in the newly de-regulated market of today and into the 21st
051169 - century, ref SDS 6 line 97, and ref SDS 6 line 125.
051170 -
051171 - PMI is certainly a viable source.  Others include:
051172 -
051173 -     •  University of California, Berkeley, UCB
051174 -     •  Golden Gate University, GGU (San Francisco)
051175 -     •  Wharton School of Business, WSB, Philadelphia
051176 -     •  George Washington University, GWU, Washington D.C.
051177 -
051178 -   Actually, training in PM is being offered at many universities
051179 -   around the country.  The seminar circuit offers excellent training
051180 -   by independents such as the Kerzner Lecture, ref SDS 1 line 116.
051181 -
051182 -   There is no shortage of training resources for PM skills.
051183 -
051184 -
051185 -   PMI Advantages
051186 -
051187 -   PMI provides a social environment for networking, marketing and
051188 -   recruiting, and a forum for exchange of ideas and methods through
051189 -   monthly meetings, and local and national professional development
051190 -   events that enable members to contribute and to grow their knowledge
051191 -   throughout their careers.  An example is the "Management
051192 -   Communications" program, planned by PMI Northern California Chapter
051193 -   for 1996, discussed below.
051194 -
051195 -
051196 -
051197 - Risk Management
051198 -
051199 - Training and networking do not solve the central challenge facing
051200 - Pacific Bell and other organizations approaching the 21st Century:
051201 -
051202 -        How to apply sound management practices consistently in the age
051203 -        of the Information Highway?
051204 -
051205 - Most management problems arise from mis-communication, rather than
051206 - lack of knowledge, skill or effort.  The chance of error grows as the
051207 - volume of communication rises:  more meetings, calls, documents,
051208 - e-mail.  PM training cannot solve this problem because the pressure to
051209 - take short cuts become enormous, further increasing the chance of
051210 - error.  Tom Landauer points out in his new book:
051211 -
051212 -                    The Trouble with Computers
051213 -
051214 -    ...that this risk is compounded by reengineering schemes which
051215 -    burden managers with computers in hopes of justifying staff cuts,
051216 -    ref SDS 5 line 61, but do not support a manager's basic function,
051217 -    to think, remember and communicate; echoing Tom Davenport's article
051218 -    "Saving IT's Soul," Harvard Business Review Apr 1994 p. 119.
051219 -
051220 - These risks reflect difficulties using project management cited by an
051221 - industry leader, ref SDS 4 line 142.  In our discussion on Jul 24, ref
051222 - SDS 9 line 70, Frank requested clarification of this issue submitted
051223 - as ref "d" in the letter of Jul 19, ref DIP 4 line 30. In sum, Project
051224 - Management cannot succeed in today's new environment unless there is a
051225 - way to create and maintain common understanding over time so people
051226 - can work together effectively (see also discussion of Risk Management
051227 - at ref SDS 2 line 204).
051228 -
051229 - Communication Metrics is a new management science to meet this new
051230 - challenge.
051231 -
051232 -
051233 -
0513 -

SUBJECTS
PMI events, Technology Event in July
PMI Event Program, Planning, Speakers
Sep Event, Content, Theme

1006 - Summary/Summary
1007 -
100701 - Followed up work at ref SDS 7 line 62 submitting letter ref DIP 4 line
100702 - 33, requesting Frank consider presentation to PMI Event program on
100703 - professional development.
100704 -
100705 - Frank asked about my idea for his presentation to PMI.
100706 -
100707 - Seems like there are three ways Frank can fit into the program:
100708 -
100709 -     •  The February event on what's new, he could explain how a major
100710 -        corporation is developing a communication process to apply
100711 -        PMBOK and ISO 10006 requirements, discussed in my Jul 24
100712 -        letter, at ref DIP 2 line 36.
100713 -
100714 -     •  The July event on Taking the Quantum Leap, the same material
100715 -        considered for the Feb event might fit, following
100716 -        presentations by others that set up the issue.
100717 -
100718 -        Representatives from Intel and Chips & Technologies can explain
100719 -        leaps in technology that are coming along which will impact the
100720 -        practice of management, ref SDS 4 line 83.  Frank or another
100721 -        Pacific Bell rep can explain the advantages expected from
100722 -        re-wiring infrastructure. Management consultants and others can
100723 -        present resistance to change inherent in organizational
100724 -        structure, making it a Quantum Leap to apply new technology
100725 -        effectively.  Frank could explain how Pacific Bell is
100726 -        overcoming this resistance.
100727 -
100728 -     •  The September event on the role of the Project Manager is
100729 -        opportunity where Frank could explain how Pacific Bell is
100730 -        addressing the challenge of internal project management,
100731 -        discussed in the dialog of Jul 5, 1995, submitted to Frank as
100732 -        ref "d" in the Jul 19 letter, ref DIP 4 line 39.
100733 -
100734 -
100735 - Further planning will nail down a specific agenda.  For example the
100736 - new manager for Pacific Bell's Project Management program might do one
100737 - of these events.
100738 -
100739 -
100740 -
100741 -
100742 -
1008 -
Distribution. . . . See "CONTACTS"