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


S U M M A R Y


DIARY: February 10, 1996 01:48 PM Saturday; Rod Welch

Meeting with Bill re CPM for Asilomar event, advertising.

1...Summary/Objective
2...Agenda
......Letters from speakers
......Fee Payments to Speakers
3...Justification/Support for Agenda
.........Thesis
4...Attendance Inducements
5...Advertising
6...CPM Schedule
7...Price for Asilomar Attendance


..............
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CONTACTS 

SUBJECTS
PMI Event, Planning, Speakers, Jul Event
Planning, Schedule, CPM
Use, Test, Evaluate PMBOK
Summary & Outline Agenda
Advertising, Justification for Theme

1007 -    ..
1008 - Summary/Objective
1009 -
100901 - Followed up work at ref SDS 19 line 45, ref SDS 15 line 34, 
100902 - line 27, ref SDS 12 line 26, ref SDS 8 line 42.
100903 -
100904 -
100905 -
1010 -
1011 -
1012 - Discussion
1013 -
101301 - Agenda
101302 -
101303 - Reviewed ref OF 2 line 18.
101304 -
101305 -
101306 -      Letters from speakers
101307 -
101308 -      Chips, ref DRP 1 line 30
101309 -
101310 -          Note request for "high level" event outline, ref DRP 1 line
101311 -          46, that requires dedicated planning and decisions.
101312 -
101313 -      Turner, ref DRP 2 line 30
101314 -
101315 -          Need flash cards for PMI exam for Turner to use in its
101316 -          presentation, ref SDS 17 line 472.
101317 -
101318 -
101319 -      Fee Payments to Speakers
101320 -
101321 -      Bill Walsh
101322 -
101323 -          We need commitment letter to Walsh within the next 4 weeks,
101324 -          and need to arrange payment of $7,500 within by oa 960401,
101325 -          which is half of his fee up front, ref SDS 11 line 66.
101326 -
101327 -      Dr. Brusman
101328 -
101329 -          We need commitment letter to Dr. Brusman and payment of
101330 -          $1,000 as half of his fee, ref SDS 10 line 120.
101331 -
101332 -
101333 -  ..
101334 - Justification/Support for Agenda
101335 -
101336 - Can explain need for better communications based on background at
101337 - ref SDS 4 line 73.
101338 -
101339 -         Associated Press article on poor productivity in meetings.
101340 -         see per ref SDS 18 5222
101341 -
101342 -             [See later change in theme to better reflect this point,
101343 -             ref SDS 26 line 180.]
101344 -
101345 -         Risk Management article in PMJ that communications are the
101346 -         chief cause of project problems, ref SDS 8 4433.
101347 -
101348 -         Primavera presentation to PMI dinner meeting "Magic Dates"
101349 -         where CPM failed to overcome poor communications, ref SDS 1
101350 -         4543.
101351 -
101352 -         Discussions with high tech firms that "communication" is their
101353 -         biggest project management challenge, ref SDS 3 2955 and ref
101354 -         SDS 6 6021.
101355 -
101356 -         Discussions with Turner that communication is their main
101357 -         business focus, ref SDS 17 line 100.
101358 -
101359 -         General Hatch, former Commandant of Corps of Engineers, saying
101360 -         organizations are reengineering in the wrong way, ref SDS 9
101361 -         line 79.
101362 -
101363 -
101364 -         Thesis
101365 -
101366 -         Bill feels this needs to more explicitly set out the objective
101367 -         to solve the reengineering problem of a lot of experienced
101368 -         people being retired early and the need for organizations to
101369 -         use Communication Managers.
101370 -
101371 -             [See follow up at ref SDS 26 line 83.]
101372 -
101373 -
101374 - Attendance Inducements
101375 -
101376 - These are explained at ref SDS 7 line 582.
101377 -
101378 -  ..
101379 - Advertising
101380 -
101381 - Bill needs to talk to Jim Pennypacker so he can report that Jim is
101382 - willing to write an entire article about Asilomar on the agenda we are
101383 - proposing, and he will mention the Project World event in December,
101384 - but he is not willing to do it otherwise, ref SDS 16 line 99.
101385 -
101386 - We have to get this going in PM publications and get advertising going
101387 - so there is plenty of opportunity for people to plan to attend, and we
101388 - can get an idea of how many will attend, so we can budget.
101389 -
101390 -     [On 960419 submitted article to publicize Asilomar Conference.
101391 -     ref SDS 29 0001
101392 -
101393 -
101394 -
101395 - CPM Schedule
101396 -
101397 - Reviewed the CPM Bill has prepared.  Bill feels we need more detail
101398 - on the correlation between advertising, determining attendance,
101399 - revenue stream and speaker fees.
101400 -
101401 - Will try using the Subject Index that applies PMBOK per goal set by
101402 - PMI NCC at, ref SDS 2 line 119.
101403 -
101404 -     [See later review of the CPM at, ref SDS 25 line 53.]
101405 -
101406 - Price for Asilomar Attendance
101407 -
101408 - Review recent notice on PMI seminars from $750 - $1450, per ref SDS 21
101409 - line 63.
101410 -
101411 -
101412 -
1015 -

SUBJECTS
Brusman, Dr. Maynard

1104 -   ..
110401 - Follow up ref SDS 11 0000.
110402 -
110403 - Bill feels based on the tape he saw of Dr. Brusman and our meeting,
110404 - that he may not be a good choice to follow Bill Walsh.  I have not
110405 - seen the tape, but agreed that we should look further for someone who
110406 - can do this kind of presentation to meld biological and cognitive
110407 - science theory with management theory in the manner describe in the
110408 - NWO paper, per scope for Brusman, ref SDS 7 line 200.
110409 -
110410 - Our concern is that Bill Walsh will present high expectations, that
110411 - then require some energy in the following presentation so people will
110412 - be rewarded for paying attention.
110413 -
110414 -      [See follow up at ref SDS 24 line 115.]
110415 -
110416 - We decided to approach Roger Bush about following Bill Walsh, to give
110417 - the NWO concepts.
110418 -
110419 - Another idea would be for me and Roger to do this jointly, as possibly
110420 - a panel or dialog.
110421 -
110422 -
110423 -
110424 -
1105 -

SUBJECTS
Landauer, Tom -- Author

1204 - Summary/Objective
1205 -
120501 - Followed up work at ref SDS 23 line 61.  I mentioned a similar concern
120502 - about Tom Landauer, per call this morning.
120503 -
120504 - We can save $5K on speaker fees by dropping him, and my impression is
120505 - that Tom may not have the speaking skills we are looking for, although
120506 - as a teacher it seems likely he has to speak everyday.  We have had
120507 - difficulty getting his outline, and my discussions show he seems to
120508 - lack energy.  It has not yet been established he can deliver the ideas
120509 - from his book that are needed to support the PMI Asilomar event.
120510 -
120511 - We need to find a replacement for Landauer on why computers do not
120512 - improve productivity.
120513 -
120514 -    Morris could do this, it goes to the problems David Vannier had
120515 -    using the notebook computer.
120516 -
120517 -