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


S U M M A R Y


DIARY: August 2, 1995 11:00 AM Wednesday; Rod Welch

Meeting Steve Rule at Turner re speaker for PMI Event program.

1...Summary/Objective
2...PMI Membership
3...Event Planning Program - Speaker
....Main Objective - Improving Communications
....Turner Role
4...Follow Up
5...Panel Discussion on Role and Future of Project Managers
.........................Communication Metrics
6...We examined the ISO 10006 standards for project management calling for
........Comment


..............
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CONTACTS 
0201 - Turner Const. SF                   415 274 2900 fax 989 1370
020101 - Mr. Steve Rule; Territory Engineer =415 274 2917; Engineering Department

SUBJECTS
PMI Event Program, Planning
Speakers, General
Feb Event, Speakers
Marketing New Members, Brochures
Construction Communication Methods Derive

0707 -    ..
0708 - Summary/Objective
0709 -
070901 - Follow up ref SDS 18 0000, ref SDS 8 0000.
070902 -
070903 - Explained PMI and submitted membership materials.  Reviewed possible
070904 - presentation scope ideas for the PMI Feb 96 event on Modern Project
070905 - Management.  Steve will submit his sense of a possible Turner
070906 - presentation, near the end of August after returning from vacation.
070907 -
070908 - Submitted ref DIT 1 confirming our understandings.  Included this
070909 - record and the review of PMBOK and ISO 10006. ref SDS 15
070910 -
070911 -     Submitted copy to Nino Borsoni, per ref DIT 2, and also a copy to
070912 -     Ahmet Taspinar without a separate cover letter.
070913 -
070914 -
070915 -
0710 -
0711 -
0712 - Discussion
0713 -
071301 - PMI Membership
071302 -
071303 - Reviewed history and objectives of PMI at ref SDS 17 line 68, and the
071304 - overview covering benefits/advantages of membership, ref OF 1 line 64
071305 -
071306 -    Membership Materials
071307 -
071308 -       Submitted two membership application packets, and reviewed
071309 -       application steps at ref OF 1 line 213.
071310 -
071311 -       Steve will review and inquire within Turner about existing
071312 -       members and interest in joining PMI.
071313 -
071314 -    PMBOK and ISO 10006
071315 -
071316 -       I gave an overview of the PMBOK and showed the conclusions from
071317 -       comparing ISO 10006, ref SDS 15 line 47.
071318 -
071319 -       Steve is familiar with ISO 9000 on quality.
071320 -
071321 -    I advised that Nino Borsoni is available to do another meeting that
071322 -    can explain in more detail the opportunities of PMI membership for
071323 -    Turner people, per telecon at ref SDS 12 line 62.
071324 -
071325 -
071326 - Event Planning Program - Speaker
071327 -
071328 - Reviewed scope and objectives of PMI Events to foster professional
071329 - development, ref DIP 1 line 112.
071330 -
071331 -     ..
071332 -    Main Objective - Improving Communications
071333 -
071334 -    Establish importance of communications in project management, as
071335 -    called for in the original PMI charter, ref OF 1 line 72.
071336 -
071337 -       Define "communications," ref SDS 3 8492, and PMBOK explanation
071338 -       of leadership to align people with work. ref SDS 15 4421
071339 -
071340 -       What is different in managing projects from ordinary business
071341 -       communications?  See PMI Event team meeting ref SDS 5 line 389.
071342 -
071343 -               [Followed up at ref SDS 20 line 84.]
071344 -
071345 -          •  Contracts - people are committed to perform subject to
071346 -             award of damages.
071347 -
071348 -          •  Deadlines and budgets
071349 -
071350 -          •  Projects often entail working with many people from a lot
071351 -             of different organizations; the amount of communication
071352 -             resulting from this matrix in combination with contractual
071353 -             requirements for things to get done by specified times,
071354 -             increases the chance of error, so projects require ways
071355 -             and means to exercise greater care to avoid mistakes.
071356 -
071357 -          •  Command and Control of the Record, per DS 1 line
071358 -             138.
071359 -
071360 -             Example:  Meeting Notes, Daily Diaries, ref SDS 1 line 360
071361 -
071362 -          •  Influence of "Feel Good" management, per ref SDS 1 line 402.
071364 -
071365 -       [See consideration for book on Project Communications, ref SDS
071366 -       21 line 106.]
071367 -
071368 -
071369 -    Turner Role
071370 -
071371 -    Reviewed possible scope for Turner remarks, discussed with Steve on
071372 -    Jul 14, per ref SDS 8 line 64.
071373 -
071374 -    At this time, it appears Turner is best positioned to make a
071375 -    presentation at the Feb Event on the current state of the art in
071376 -    project communications in the context of:
071377 -
071378 -                       Modern Project Management
071379 -
071380 -    We reviewed the current planning from the meeting with Bill DeHart
071381 -    on Jun 29, ref SDS 6 line 297, and discussions with Raychem, ref
071382 -    SDS 19 line 253.
071383 -
071384 -    Turner could explain how a venerable contracting firm "communi-
071385 -    cates" on projects today.  Turner could explain pressures for
071386 -    change, i.e., how well do its present procedures work, and what
071387 -    they are working on or would like to do in the future to improve
071388 -    communications, e.g., Lotus Notes.
071389 -
071390 -
071391 - Follow Up
071392 -
071393 - I asked Steve to consider in conjuction with other Turner people, our
071394 - discussion today in the period ahead to define a suitable scope for
071395 - remarks Turner might offer.  Steve will be on vacation for several
071396 - weeks after the middle of next week.  When he returns from vacation,
071397 - he will submit a draft set of ideas, near the end of the month. We can
071398 - then meet to work on this material, relative to the presentation of
071399 - other speakers.  It is expected there will be some ebb and flow in the
071400 - effort to coordinate issues and speakers interests.
071401 -
071402 -      Scheduled follow up for 950905.
071403 -
071404 -
071405 -
0715 -

SUBJECTS
Sep Event, Speakers

0904 - Summary/Objective
0905 -
090501 - Panel Discussion on Role and Future of Project Managers
090502 -
090503 - We did not discuss today the possibility of Turner providing someone
090504 - to be a panel member to address the question Morris has raised of
090505 - "Project Manager, Dinosaur or Beacon to the Future," ref SDS 7 line
090506 - 142.  This came up tangentially in reviewing Joel Koppleman's remarks
090507 - to PMI's monthly meeting in April, at Gabbiono's restaraunt, when he
090508 - disclosed difficulties Primavera had creating its Windows CPM program,
090509 - ref SDS 4 line 322.
090510 -
090511 - Turner would be well positioned to participate -- will take it one
090512 - step at a time.
090513 -
090514 -
090515 -
090516 -
0906 -

SUBJECTS
Turner, San Francisco
Demonstrations

1105 - Summary/Objective
1106 -
110601 - Steve asked about my work.
110602 -
110603 - I explained my service providing the new management science of
110604 -
110605 -                         Communication Metrics
110606 -
110607 - The demonstration today illustrated aspects of this new science, ref
110608 - SDS 3 line 71, which extends the power of automation applied to cost
110609 - and schedule control, to the more important field of communications.
110610 - We looked at the discussion from the Kersner lecture on how delays and
110611 - cost overruns are avoided by reducing errors in communications, ref
110612 - SDS 2 line 249.
110613 -
110614 - We examined the ISO 10006 standards for project management calling for
110615 - accountability in communications by linking back to original sources,
110616 - ref SDS 15 line 553 for better decision making.  The standard also
110617 - requires capturing the daily record for a project "history" from which
110618 - the organization can "learn," ref SDS 15 line 470.
110619 -
110620 -        Comment
110621 -
110622 -        I will submit this review to Steve for information.
110623 -
110624 -    Steve mentioned Turner implements these ideas generally through the
110625 -    Territory Engineer.
110626 -
110627 -
110628 -
110629 -
110630 -
Distribution. . . . See "CONTACTS"