CONTACTS 
0201 - AT&T                                                                                                                                                           O-00000204 0201
020101 - Mr. Dan P. Ono, PMP
020102 - Projects Director
020103 - BCS Project Management Division
0203 - PMI Communications                                                                                                                                                 O-00000095 0108
0204 - Raychem Corporation                                                                                                                                                O-00000609 0201
0205 - Telematics International, Inc.                                                                                                                                     O-00000627 0201
0206 - Motorola Info Sys SPS                                                                                                                                              O-00000629 0201
020601 - Mr. Jim Furrow; Manager
020602 - Ms. Sheri Yohe; SEI Next Steps Project                                                                                                                           O-00000629 0202

SUBJECTS
PMI Monthly meetings
NCC PMI Event Program, Initiating, Goals, Objectives
Project World, PMI & IEEE
ISO 10006 - Project Management Standards
ISO Registration/Certification

0907 -
0907 -    ..
0908 - Summary/Objective
0909 -
090901 - Follow up ref SDS 22 0000, ref SDS 24 0000.
090902 -
090903 - This PMI dinner meeting is part of the "Project World" event PMI is
090904 - sponsoring along with other organizations.  It is a joint meeting with
090905 - IEEE that considered correlations between PMBOK and ISO criteria.
090906 - Discovered a company that has hired someone to accomplish part of the
090907 - scope for "Communication Metrics."  Panel discussion on PBMOK and ISO
090908 - did not address how these standards are being used or could be used to
090909 - improve management.
090910 -
090911 -
090912 -
090914 -  ..
0910 -
0911 -
0912 - PMI Project of Year Award
0913 -
091301 - Jenny Strbiac, PMI Vice President of this region, awarded the Region
091302 - III Project of the Year Award to Raychem for the Ultratech Division
091303 - Manufacturing Plant project in Tijuana, Mexico.
091305 -  ..
091306 - Jenny introduced John Kahl and Doug Ballon to receive the award. Due
091307 - to a tight schedule, ...
091309 -  ..
091310 -
091311 -                      there was not enough time
091312 -
091313 -    ...for John and Doug to pass along their ideas and "processes" that
091314 -    made this project worthy of being singled out.  For example, Doug
091315 -    explained in a meeting on July 26, that he and John took a lot of
091316 -    time to communicate with involved parties, using a methodology they
091317 -    call "Customer Listening" ref SDS 12 line 333.
091319 -  ..
091320 - An article in the December PMJ on page 5, reporting a study that
091321 - "communications" is a major determinant of project success, shows why
091322 - Raychem's ideas are so important under PMBOK "Risk Management"
091323 - requirements.  How did they find the "time" to do this?
091325 -  ..
091326 - PMI is to be applauded for recognizing Raychem's outstanding project.
091327 - Sharing the why and wherefore of this success and its relation to the
091328 - PMBOK is one way to use ISO criteria for "Continual Learning" under
091329 - discussion by this evening's distinguished panel.
091330 -
091331 -
091333 -  ..
0914 -
0915 -
0916 - Panel Discussion
0917 -
091701 - The subject for this panel Discussion was:
091702 -
091703 -            The Effect of International Project Management Standards
091704 -            on Major Multinational Corporations.
091705 -
091706 - It is described in PMI's Newsletter as explaining the impact of
091707 - international project management standards on multinational
091708 - corporations, and consideration of what those standards should be
091709 - (PMBOK? ISO 9000 and beyond?) and who should establish and maintain
091710 - them.
091712 -     ..
091713 -    Background - Analysis
091714 -
091715 -    This issue is part of the scope contemplated by the original NCC
091716 -    PMI Event plan for 1996 ref SDS 8 line 83, and ref SDS 8 line 119.
091717 -    It was dropped from the Event scope, however, inclusion at this PMI
091718 -    event shows interest by the membership.  The panel this evening did
091719 -    not identify a single management standard nor offer any ideas on
091720 -    whether any particular standard should be changed based on actual
091721 -    use; nor was there comment about differentiating the roles of PMI
091722 -    and ISO.  These remain fertile topics for future events.  What do
091723 -    ISO and PMBOK say about following up these omitted issues?   Do we
091724 -    publish what happened and create an inventory of open questions?
091725 -
091727 -     ..
091728 -    PMBOK and ISO
091729 -
091730 -    These standards were considered in evaluating and comparing PMBOK
091731 -    and ISO 10006 at ref SDS 11 line 55.
091732 -
091734 -     ..
091735 -    Panel of Distinguished Executives
091736 -
091737 -    Moderator: J. Boone Emmons
091738 -               Founder and President Emmons & Associates
091739 -
091740 -       It was difficult to hear Boone because the audio system
091741 -       initially did not work correctly.
091743 -        ..
091744 -       His introductory remarks were brief and bland.
091745 -
091747 -     ..
091748 -    Roger B. Glaser
091749 -    Schedule Administrator, San Diego Gas & Electric
091750 -
091751 -       It was difficult to hear Roger because the audio system
091752 -       initially did not work correctly.
091753 -
091754 -       Roger explained PMI; membership is now at 16,000.  He did not
091755 -       seem to address the forum topic of ISO nor how it relates to the
091756 -       PMBOK, as set out in the notice of the Event, ref SDS 22 line
091757 -       97.
091758 -
091760 -     ..
091761 -    John Kahl
091762 -    Project Management Processes at Raychem
091763 -
091764 -       John gave a good presentation.  He had energy and excitement
091765 -       about the subject.  John showed an overhead graphic of three
091766 -       overlapping circles with the letters "T", "B" and "P" for
091767 -       Technical, Business and People.  He said Raychem is a $1.5B
091768 -       company that has a lot of international sales which require ISO
091769 -       compliance.
091771 -  ..
091772 -
091773 -                        There was not enough time
091774 -
091775 -       ...for John to explain how ISO and PMBOK have improved his
091776 -       management practice at Raychem.
091777 -
091778 -          I asked John after the event why he did not mention
091779 -          Communication Metrics?
091781 -           ..
091782 -          John said he mentioned "communications."
091784 -           ..
091785 -          We considered briefly that "communications" to most people
091786 -          means meetings, filling out forms, calls, fax, email, i.e.,
091787 -          creating information, per ref SDS 23 line 132.  Communication
091788 -          Metrics distinguishes between information and knowledge, per
091789 -          ref SDS 3 line 104.  Citing "communications" merely gets
091790 -          everyone to nod in silent assent that we need more meetings,
091791 -          cellular phones, and better email, when in fact these are the
091792 -          cause of difficulties, because...
091794 -  ..
091795 -                            There isn't enough time
091796 -
091797 -              ...to make the connections, essential to sound management
091798 -              practice, between "new" information and "old" information
091799 -              which ISO calls "traceability."  We either need to assign
091800 -              more people to do this, or use automation to make these
091801 -              connections faster and more accurately.  Since everybody
091802 -              is downsizing these days, ref SDS 20 line 88, we don't
091803 -              have more people.  How then can automaton help us convert
091804 -              all this stuff on the Information Highway into useful
091805 -              knowledge to carry out the ISO requirement for Continual
091806 -              Learning?
091808 -           ..
091809 -          Calling for better "communications" cannot move the world
091810 -          ahead, because people don't know what to do about it.  People
091811 -          need help making the connection between "communications" and
091812 -          "knowledge" which requires the "connections" called out in
091813 -          the ISO criteria John feels is helpful.
091815 -           ..
091816 -          Will send him the review of PMJ article on communications as
091817 -          an essential ingredient of risk management, per ref SDS 23
091818 -          line 75.
091819 -
091820 -               [Did this at ref SDS 25 line 77.]
091821 -
091823 -     ..
091824 -    Daniel P. Ono, PMP
091825 -    National Project Management Director
091826 -    AT&T Global Business Communication Systems
091827 -
091828 -       Dan said he had nothing to contribute on ISO use.  He agreed to
091829 -       participate on the panel so he could hear what the other panel
091830 -       members have to say.
091831 -
091833 -     ..
091834 -    Tim S. Oey
091835 -    Program Manager
091836 -    Project Management Global Tracking System
091837 -    Apple Computer
091838 -
091839 -       Tim said some Apple factories are ISO certified.  This is a
091840 -       helpful marketing tool, because international customers want ISO
091841 -       compliance.
091843 -        ..
091844 -       He noted that compliance with ISO does not necessarily result in
091845 -       better products, performance or earnings.  This echoes Morris'
091846 -       comments the other day at ref SDS 19 line 266, indicating Chips
091847 -       has deferred efforts to become ISO certified.
091848 -
091849 -
091851 -     ..
091852 -    Rich Umphress
091853 -    IBM
091854 -
091855 -       I was unable to correlate Rich's remarks with the topic.
091856 -
091857 -
091859 -     ..
091860 -    Sherri Yohe
091861 -    Software Engineering Process Group
091862 -    Motorola Semiconductor Products Sector
091863 -
091864 -       She gave an excellent talk on how Motorola uses ISO to advantage
091865 -       in its manufacturing processes, but did not say how it has
091866 -       helped their "management" process, which is the nexus between
091867 -       ISO and the PMBOK.
091868 -
091870 -     ..
091871 -    Communication Metrics
091872 -
091873 -    I asked the last question, requesting the panel to explain how
091874 -    firms implement requirements for "aligning communications" in the
091875 -    PMBOK, called traceability and continual learning in the ISO 10006
091876 -    standards; how have their work practices changed as a result of ISO
091877 -    management standards?
091878 -
091879 -        The moderator said there was time for only one response. There
091880 -        was an initial pause among the panel.  Finally Sherri Yohe
091881 -        asked me to clarify the question.
091883 -         ..
091884 -        I explained the discussion with Sterling (below) about how his
091885 -        company has hired someone to provide communication support, and
091886 -        wonder if this is happening at Motorola, AT&T, Raychem, Apple,
091887 -        IBM, or anywhere, as a component of reengineering the practice
091888 -        of management?  I mentioned the article in PMJ reporting a
091889 -        study showing failed communications are a primary cause of
091890 -        project difficulties, ref SDS 23 line 112, but no solution is
091891 -        offered, ref SDS 23 line 430.  Is anyone else using ISO
091892 -        processes to solve it, as Telematics seems to be trying?
091894 -         ..
091895 -        Sherri said Motorola has a senior management group to support
091896 -        formulation of business practices that meet ISO criteria.  She
091897 -        feels this high level interest helps make their continual
091898 -        effort to improve work processes at Mortorla a success.
091900 -         ..
091901 -        This response closed the evening program.
091903 -         ..
091904 -        I visited with Sherri and her colleague Jim Furrow at the panel
091905 -        table after the event closed.  She asked if her response was
091906 -        adequate?  I explained the concern about productivity of
091907 -        meetings and other executive communications, cited by Eric
091908 -        Jennet, a PMI founder, in an article he wrote for the Jan 1994
091909 -        PM Network p. 6, ref SDS 1 line 219.  How has Motorola used ISO
091910 -        criteria for traceability and continual learning so Sherri and
091911 -        Jim and their boss can do their work more productively?
091913 -         ..
091914 -        Sherri said her boss usually has a list of talking points for
091915 -        meetings.  She said he distributes his list after meetings,
091916 -        showing notations like "Atta girl" to designate where a good
091917 -        effort was made in a meeting; or, "Needs clarification!!" and
091918 -        so on.  Sherri feels this feed back alerts attendees about the
091919 -        quality of their work, which is an objective of ISO criteria.
091921 -         ..
091922 -        I asked which ISO section this practice reflects and when was
091923 -        it instituted at Motorola?  Sherri said her boss has always
091924 -        done this, even before ISO was introduced at Motorola.  We
091925 -        considered briefly whether this suggests ISO has not helped the
091926 -        management process of converting information into knowledge at
091927 -        Motorola, and whether more can be done to improve earnings
091928 -        through better communications using ISO processes?
091930 -         ..
091931 -        Sherri asked me to submit information about Communication
091932 -        Metrics, so she and her colleagues can consider more carefully
091933 -        how their management practices can be improved by ISO.
091934 -
091935 -            [Did this at ref SDS 27 line 32.]
091936 -
091938 -     ..
091939 -    Sterling Jensen
091940 -    Telematics International, Inc.
091941 -
091942 -    Sterling sat at our table and during dinner prior to the panel
091943 -    discussion he offered incites about how ISO is being implemented at
091944 -    Telematics.
091945 -
091947 -         ..
091948 -        Communication Manager
091949 -
091950 -        SDS supports Traceability and Continual Learning called for by
091951 -        ISO criteria.  A new class of worker is needed to use SDS.
091952 -        ref SDS 3 3279, because executives feel...
091953 -
091954 -                           There isn't enough time
091955 -
091956 -            ...to apply sound management practice.  An article in PM
091957 -            Network reviewed on 951212, ref SDS 23 8473, and discussion
091958 -            with Intel on 950927, ref SDS 16 3316, show that automated
091959 -            integration of key management tasks are needed, so people
091960 -            can work faster and more accurately, but, it takes a
091961 -            dedicated person to transition new methods and tools, like
091962 -            the ancient scribe.  It, also, requires special skills to
091963 -            connect information so understandings are aligned with
091964 -            prior work, commitments, contracts, laws, regulations and
091965 -            documents. These skills require years of experience to
091966 -            acquire.
091968 -         ..
091969 -        We considered ideas developed on 951114 for PMI's Asilimar
091970 -        Conference to present a concept of drawing on the ranks of
091971 -        early retirees to fill the growing need for communication
091972 -        managers, ref SDS 21 5831  This new and fast growing group of
091973 -        managers has the experience needed to fill this new role.
091975 -         ..
091976 -        Sterling said this is his role at Telematics.  He was hired to
091977 -        provide communication support.
091979 -         ..
091980 -        He took early retirement from Hughes, and was hired at
091981 -        Telematics to align communications with prior understandings,
091982 -        commitments, contracts, calls, meetings and correspondence, and
091983 -        maintain shared meaning for the period required to accomplish
091984 -        organizational objectives, action items.  He said there are
091985 -        growing demands for his time.  I suggested this portends the
091986 -        growing impact of the Information Highway.  More information
091987 -        means we need more knowledge which is what the communication
091988 -        manager produces.
091989 -
091991 -             ..
091992 -            Concept for PMI Event
091993 -
091994 -            Possibly Sterling could be worked into the program to
091995 -            explain his work at Telematics, ref SDS 21 line 311.
091996 -
091997 -                [See follow up at ref SDS 29 line 39.]
091999 -         ..
092000 -        Sterling asked about getting a copy of ISO 10006, and went to
092001 -        the table where the moderator said copies were available.  But
092002 -        by the time he got there all of the copies had been taken.
092004 -         ..
092005 -        I told him I will send him a copy of ISO 10006.
092006 -
092007 -           [Did this at ref SDS 26 line 35.]
092008 -
092010 -  ..
092011 - Jim Pennypacker
092012 -
092013 - After the panel discussion, Rosanne Sykes pointed out Jim Pennypacker,
092014 - Editor-in-Chief of PMI publications.  I introduced myself and asked if
092015 - publication of the NWO paper is on track, per our discussion on
092016 - 951026. ref SDS 17 9932
092017 -
092018 -      [On 960125 followed up. ref SDS 31 0001
092020 -       ..
092021 -      [On 960419 submitted article to publicize Asilomar Conference.
092022 -      ref SDS 32 0001
092024 -  ..
092025 - Jim said it is.  He plans to create headnotes and will send a copy of
092026 - his ideas before the article is published.
092028 -     ..
092029 -    Risk Management, Communications -- No Solutions!!!
092030 -
092031 -    I mentioned the Dec PMJ article on risk management fails to define
092032 -    key elements of a study, and offers no ideas on how to improve
092033 -    communications, ref SDS 23 line 460.  It contends "communications"
092034 -    is a major cause of project problems, but does not draw any
092035 -    connections with PMBOK practices that require change, clarification
092036 -    or greater efforts to apply.  Jim said he is promoting a new
092037 -    feature for letters to the editor so readers can dialog about such
092038 -    matters with the authors of articles.
092039 -
092041 -     ..
092042 -    Authority Essential to Project Management
092043 -
092044 -    I mentioned concerns about viability of PMI relative to PMP and
092045 -    reports in the IT sector that "project management" is failing, ref
092046 -    SDS 9 line 268.  This concern is reflected in the same PMJ article
092047 -    on project risk which found "Authority" is critical to successful
092048 -    management, ref SDS 23 line 379.  Jim indicated there is debate
092049 -    within PMI about the role of "authority" of project manager as
092050 -    essential ingredient based on the tradition in construction and
092051 -    other contract settings. He suggested I submit analysis of evidence
092052 -    showing current trends and recommendations for correction by PMI,
092053 -    ref SDS 9 line 537.
092054 -
092055 -        [Did this at ref SDS 28 line 63.]
092056 -
092057 -
092058 -
092059 -
092060 -
0921 -