CONTACTS 
0202 - Turner Const. SF                   415 274 2900 fax 989 1370                                                                                                       O-00000110 0501
020201 - Mr. Allan E. Wenzel; Director =415 274 2922
020202 - Biotechnology & Pharmaceutical

SUBJECTS
PMI Event Program, Planning
Turner, Alan Wetzel, Steve Rule

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Followed up work at ref SDS 22 line 47, ref SDS 18 line 54 and ref DIP 3 line 30 confirming objectives.
050603 -
050604 - Bill and I met with Allan Wenzel on scope of presentation to PMI.
050605 - Steve had a meeting at 1300 which did not finish in time for him to
050606 - sit in on our discussions.
050607 -
050608 - Explained PMI event program, ideas for Turner's remarks.  Scheduled
050609 - follow up for Jan 31, 1996, to review Allan's preliminary outline.
050610 -
050611 -    [See follow up at ref SDS 23 line 68.]
050612 -
050613 -
050614 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 - PMI - Northern California Chapter
051002 -
051003 - Allan has been with Turner in San Francisco since March. He has not
051004 - attended monthly PMI meetings here, but did so in the Pennsylvania
051005 - area where he worked for Fluor prior to taking the Turner assignment.
051006 - Generally about 80 people attended their meetings.
051007 -
051008 - Bill explained our chapter has about 500 members.  Monthly meetings
051009 - are held in different regions during the year.  There is a pre-dinner
051010 - speaker, sometimes panel discussions, on professional development like
051011 - "Claims Management."  After dinner there is a presentation on industry
051012 - trends and capital programs.  Gene Bordegaray explained the SFO
051013 - Airport Expansion program.  Another topic was financing for projects
051014 - in China.  Last month a Pac Bell rep outlined a $16B program to
051015 - upgrade the State's phone system by the year 2000.
051016 -
051017 -
051018 -
051019 - Asilomar Event
051020 -
051021 - Bill gave an overview of our Chapter's annual regional symposium in
051022 - Monterey, CA.  It draws attendance mainly from our Chapter, as the
051023 - sponsor, but is open to the national membership and guests.
051024 -
051025 - It is a 3 day affair held in July.
051026 -
051027 - PMI will hold its national convention in San Francisco in 2000.  This
051028 - year the PMI National Board will attend the Asilomar event to see the
051029 - level of support the Chapter can provide for the national event, ref
051030 - SDS 16 line 141.
051031 -
051032 -
051033 -  ..
051034 - Communications Theme Background
051035 -
051036 - We reviewed a presentation last April by Joel Koppleman, founder and
051037 - chairman of Primavera.  Allan said Turner uses Primavera to schedule
051038 - its work.  Joel titled his remarks "Magic Dates" to reflect difficulty
051039 - meeting completion dates, even when equipped with the latest CPM and
051040 - budgeting tools, ref SDS 3 line 241.  He attributed these difficulties
051041 - to failed communications throughout the management "food chain." ref
051042 - SDS 3 line 324   Joel feels something more is needed to improve
051043 - management productivity besides cost and schedule tools.
051044 -
051045 - In September of last year there was a Forum on "Improving Meeting
051046 - Skills."  Other indicators point to the increasing challenge of
051047 - meeting management's primary responsibility:
051048 -
051049 -                        communications
051050 -
051051 -     ...since it is the core of all community action, such as a
051052 -     project.  Everybody seems to agree that communications is the
051053 -     "Achilles Heel" of management.
051054 -
051055 - As a result, it seemed appropriate for this year's Event Program to
051056 - look into ways to improve management communications.
051057 -
051058 - Allan commented on the magnitude and importance of this task.  He has
051059 - investigated management work flows among engineering disciplines to
051060 - develop better processes.
051061 -
051062 - I submitted a copy of the New World Order... paper that will be
051063 - published in May of next year to consider the challenges and
051064 - opportunities of improving management communications from two
051065 - perspectives:
051066 -
051067 -                  •  Technological
051068 -                  •  Cultural
051069 -
051070 -
051071 -
051072 - Event Objectives
051073 -
051074 - Allan had not seen the correspondence submitted to Turner on ideas for
051075 - a presentation.  We reviewed prior discussions with Steve leading to
051076 - the meeting today, per ref SDS 12 line 124 and our letter ref DIP 3
051077 - line 39.  A key objective is to evaluate and improve management
051078 - communications.
051079 -
051080 -
051081 -     Management Standards - Improving PMBOK
051082 -
051083 -     We discussed PMI's "Project Management Body of Knowledge" (PMBOK)
051084 -     using notes of an earlier meeting with Intel? ref SDS 13 line 118.
051085 -     PMBOK calls for business processes to "align" communications from
051086 -     meetings and documents, to avoid conflicts and errors, ref SDS 7
051087 -     line 671.
051088 -
051089 -         [See follow up at ref SDS 25 line 605.]
051090 -
051091 -     Allan has implemented ISO 9000 criteria, and is aware of the draft
051092 -     ISO 10006 for project management.  We looked at the requirements
051093 -     for "Traceability to original sources" and "Continual Learning" so
051094 -     team members can maintain shared meaning and discover errors in
051095 -     understandings before mistakes occur that cause extra expense,
051096 -     delays and frustrations.
051097 -
051098 -
051099 - PMI's Asilomar event asks: "How are major firms, like Turner,
051100 - accomplishing these standards?"  Can the standards be improved?
051101 -
051102 -
051103 -     Risk Management & Communications
051104 -
051105 -     Steve said this morning that Alan has a meeting tomorrow with a
051106 -     pharmaceutical firm.  This industry is beginning to look at ISO
051107 -     type capability for projects management, ref SDS 12 line 163.
051108 -
051109 -     Turner's presentation in the marketing meeting tomorrow might be
051110 -     useful for the PMI event.  What are Turner's customers asking for
051111 -     these days?
051112 -
051113 -
051114 -     Rocket Science is "Communications"
051115 -
051116 -     We considered the magnitude of the challenge to "align"
051117 -     communications, using the case study of the Space Shuttle "O" Ring
051118 -     failure, ref SDS 1 line 709, discussed with Steve at ref SDS 12
051119 -     line 181, and submitted to Turner via ref DIP 3 line 39.  Better
051120 -     communications are costly, but the alternative is painful failure.
051121 -
051122 -      ..
051123 -     Allan's Communication Innovations
051124 -
051125 -     Allan seemed to describe a "Continual Learning" program he has
051126 -     developed and implemented over several years at Fluor.  The value
051127 -     of this communication method was considered in relation to Intel's
051128 -     experience changing work assignments of 25% of its employees...
051129 -     ref SDS 13 1524
051130 -
051131 -
051132 -         New Ideas Require a Sponsor/Champion/Nurture
051133 -
051134 -         Allan recalled being asked to publish a paper on his ideas,
051135 -         but held off to protect Fluor's competitiveness. Since leaving
051136 -         Fluor evidently that effort has not been continued because
051137 -         there is no sponsor.  He is now considering publishing his
051138 -         ideas.
051139 -
051140 -         Bill mentioned similar initiatives at PG&E which seemed to
051141 -         work well, but were not pursued after the person who came up
051142 -         with the idea left the firm.
051143 -
051144 -
051145 -     Allan's idea seemed to include assembling a group of 3 or so
051146 -     engineers/managers to act as an information management team,
051147 -     similar to the Communication Metrics concept that will be offered
051148 -     at the Asilomar event.
051149 -
051150 -
051151 -     Challenge of Cultural Change
051152 -
051153 -     Allan's experience and innovations seem to fit PMI's Event
051154 -     objective to assist the membership in recognizing the need for
051155 -     change and finding ways to meet the challenge of organizational
051156 -     resistance.  We reviewed ideas on this from the preliminary Event
051157 -     agenda, ref SDS 21 line 304.
051158 -
051159 -     I mentioned my experience 30 years ago, ref SDS 4 line 129, as a
051160 -     young estimator, observing difficulties introducing CPM scheduling
051161 -     which was resisted as unbudgeted, and conflicting with the need to
051162 -     "expedite the job."  Allan's innovations at Fluor appeared from
051163 -     his description to have encountered similar cultural barriers.
051164 -
051165 -
051166 -
051167 - Preliminary Agenda
051168 -
051169 - We reviewed preliminary symposium agenda from recent discussions at
051170 - ref SDS 21 line 230.
051171 -
051172 - In sum, the PMI event will help members and organizations...
051173 -
051174 -
051175 -           "Take the quantum leap into the 21st century."
051176 -
051177 -
051178 - We will define "communications" as an instrument of leadership; expose
051179 - limitations of human biology that cause faster information flows to
051180 - reduce understanding and thereby impair communications, causing
051181 - frustrations, anger, and poor performance.  Successful industry
051182 - leaders (e.g., Turner) will explain their current practices and plans
051183 - to improve communications.  Difficulties will be explained arising
051184 - from over reliance on personal computers, and what is needed to make
051185 - them more helpful to managers.  Quantum leaps in technology will be
051186 - offered to meet concerns voiced by practitioners.  Ideas to deploy
051187 - solutions will be presented, along with equally daunting challenges of
051188 - taking a "quantum leap" in organizational culture.  The prospect will
051189 - be presented that market forces are creating a growing pool of early
051190 - retirees; many are ideal to serve as "Ambassadors of Change" to meet
051191 - this challenge, i.e., "How do we get from here to there?"  We need a
051192 - "body," a sponsor, maybe a team, to investigate, test and support
051193 - change.  We need a new kind of "Communication" worker to accommodate
051194 - the increase in the flow of information, as practiced by Allan at
051195 - Fluor.
051196 -
051197 -
051198 -      Speaker Suggestions
051199 -
051200 -      We reviewed speaker needs to accomplish this agenda.  We have a
051201 -      psychologist to present the ideas from Cognitive Science, but are
051202 -      seeking others to interview.
051203 -
051204 -      We are seeking someone of executive stature who has speaking
051205 -      skills to present the closing remarks that identify the
051206 -      "Ambassadors of Change" concept and work through with the members
051207 -      what they can begin doing to change.
051208 -
051209 -
051210 -
051211 - Turner's Presentation
051212 -
051213 - The event will be the 2nd or 3rd week of July.  Turner would speak
051214 - Saturday morning.  We are hopeful of getting Bill Walsh and a
051215 - prominent psychologist to speak the previous evening.  Turner will be
051216 - followed Saturday afternoon by Intel speaking on future technologies.
051217 -
051218 - Bill said Turner's remarks should be about an hour, if we are
051219 - successful in getting Raychem to supplement Turner's presentation,
051220 - otherwise, we might want Turner to go for 90 minutes or so.  This
051221 - means allowing for 15 - 30 minutes of Q&A.
051222 -
051223 -     Allan is familiar with Raychem.  I mentioned that Raychem received
051224 -     PMI's "Project of the Year" award in May.  We have had several
051225 -     meetings with them, and they indicated a desire to participate to
051226 -     explain their success using ISO criteria, ref SDS 8 line 222, but
051227 -     have not yet fully committed.
051228 -
051229 - Allan has several Turner people who will help with preparations and
051230 - the presentation.  He mentioned Russ, whom Steve Rule had talked about
051231 - earlier.  Possibly Steve will be helping Allan as well.
051232 -
051233 - Turner can structure the presentation to include audience exercises
051234 - and interaction, i.e., ask them questions.
051235 -
051236 -
051237 - Follow Up
051238 -
051239 - We are meeting with Intel on Jan 3 to review their outline.
051240 -
051241 - Allan feels Turner can have an outline ready by the end of January.
051242 - We will set an objective to meet Jan 31, which is a Wednesday, and
051243 - confirm the time a week or so in advance.
051244 -
051245 - Scheduled call to Allan on Jan 9 to confirm meeting on Jan 31, and
051246 - ask about progress on presentation outline.
051247 -
051248 -    [See follow up at ref SDS 24 line 44.]
051249 -
0513 -
0514 -