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


S U M M A R Y


DIARY: March 4, 1996 01:28 PM Monday; Rod Welch

Received call from Bill re Asilomar planning.

1...Summary/Objective
.....Analysis
2...Thesis
3...NWO Paper
4...Planning/Advertising Review
5...Event Format - Panels?
6...Lois Zells Replace Walsh and/or Landauer
7...Communication in a Fast Paced, High Risk Environment
...................Leadership in the Fast Lane
8...Financial Analysis
9...Attendance Inducements


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

SUBJECTS
PMI Event Program, Proposal, Contract/Charter
Theme, Agenda, Schedule, Speakers

0804 -    ..
0805 - Summary/Objective
0806 -
080601 - Follow up ref SDS 10 0000.
080602 -
080603 - Bill reported on recent interaction with PMI Event Team.  There has
080604 - been some movement on finalizing the event theme.  Work is underway on
080605 - finalizing a thesis, and getting speakers.
080606 -
080607 - We need to see what can be done to round up the financial sponsorship
080608 - for Walsh and Landauer.  We need to get advertising and telemarketing
080609 - efforts going.  Scheduled meeting with Bill and I on 960307 1000.
080610 -
080611 -
080612 -
0807 -
0808 -
0809 - Discussion
0810 -
081001 - Bill said the theme he and Sherrill adopted is:
081002 -
081003 -
081004 -               Leadership and Technology:  Partnership for the Future
081005 -
081006 -
081007 -     Analysis
081008 -
081009 -     This theme does not appear to pose a challenge which requires the
081010 -     leadership and methods of PMI, i.e., the PMBOK.
081011 -
081012 -     How will PMBOK and ISO support this theme?
081013 -
081014 -     What change or benefit will accrue to the members from attending?
081015 -     How does this theme differ from what people are already doing and
081016 -     have been doing for the past 5,000 years that we have not already
081017 -     heard?
081018 -
081019 -     The notion of "... Taking the Quantum Leap into the 21st Century"
081020 -     reflects among other things, how the PMI leadership and technology
081021 -     can make a difference, can improve things, change things for the
081022 -     better.
081023 -
081024 -     Having said all of that, "partnership for the future" sounds like
081025 -     a seminar about something important.  It should sell.
081026 -
081027 -
081028 - Thesis
081029 -
081030 - Sherrill is working on a thesis to explain the theme that controls the
081031 - selection, content and order of speakers.  It is not clear that he has
081032 - under consideration the current thesis being used to guide speaker
081033 - preparations, so some adjustments may wind up having to be made.
081034 -
081035 -
081036 -
081037 - NWO Paper
081038 -
081039 - Bill said the Asilomar team has adopted the NWO paper as foundational
081040 - material for the conference.  It was unclear how they intend to
081041 - implement it.  Has Sherrill read the NWO paper to support formulation
081042 - of a thesis, and to see how the elements of reengineering to improve
081043 - management productivity and also provide a new class of work and skill
081044 - for early retirees, fit together in current Asilomar agenda to find
081045 - something useful for "leadership & technology" to accomplish?
081046 -
081047 -      [See correction of this understanding at ref SDS 18 line 104.]
081048 -
081049 - Bill indicated there have been discussions among the team members that
081050 - it seems like "technology" should be able to help leadership other
081051 - than by improving "communication."  He said that other than cost and
081052 - schedule control no one has been able to identify how computers can
081053 - improve management productivity.   Someone may have mentioned LAN's
081054 - but that goes to information which is a dimension of communication. It
081055 - was unclear whether the Asilomar planning team has recognized that
081056 - leaders "lead" communities of people in organizations on projects and
081057 - entire nations.  "Communities" are led by effective communication.
081058 -
081059 -
081060 - Planning/Advertising Review
081061 -
081062 - Bill wants to meet with me, here, on Thursday after he gets input
081063 - from Sherrill, to focus our planning efforts.
081064 -
081065 - Scheduled this for 960307 1000.
081066 -
081067 -
081068 -
081069 -
0811 -

SUBJECTS
PMI Event Program, July, Structure

0904 -
090401 - Event Format - Panels?
090402 -
090403 - Besides Lois Bell (see "Walsh" below) the PMI team wants General
090404 - Hatch, Morris and Dave to speak on Saturday.  There is nothing in the
090405 - record so far showing what these speakers would contribute relative to
090406 - the NWO paper, what sequence or how the ideas of each build and
090407 - integrate to produce a viable result, per concern expressed by Russ
090408 - Oberlander at Turner, ref SDS 4 line 531.
090409 -
090410 - I mentioned the ideas for a series of short presentations with dialog
090411 - panels for focused interaction between speakers and the audience,
090412 - presented by Morris during the meeting at Chips the other day, ref SDS
090413 - 12 line 345, which has been submitted to Tom Landauer for input at ref
090414 - SDS 13 line 92.
090415 -
090416 -
090417 -
0905 -
0906 -

SUBJECTS
Advertising

1004 -
100401 - Followed work at ref SDS 5 line 161.  Bill indicated Ahmet contacted
100402 - Jim Pennypacker.  It was unclear if this was in addition to the
100403 - contact reported earlier.
100404 -
100405 - Bill feels he can call Jim directly to get the article going Jim said
100406 - he would write about Asilomar to explain it as a review of the NWO
100407 - ideas that will be published in May, per ref SDS 3 line 113.
100408 -
100409 -
100410 -
1005 -
1006 -

SUBJECTS
PMI Event Program, Planning
Walsh, Bill -- 49ers, Zells, Lois
Titles of Presentations
Selection Criteria
Landauer, Tom -- Author

1508 -
150801 - Lois Zells Replace Walsh and/or Landauer
150802 - Communication in a Fast Paced, High Risk Environment
150803 -
150804 - Followed up discussions at ref SDS 6 line 96, and formulation of
150805 - Walsh's scope at ref SDS 1 line 189.
150806 -
150807 -                   Leadership in the Fast Lane
150808 -
150809 - Bill said the PMI event committee has discussed having Lois Zells be
150810 - the opening speaker. They do not know what she would say or how it
150811 - would support the event theme.  Her gender makes her an attractive
150812 - candidate.
150813 -
150814 -     [See results from Asilomar Conference at ref SDS 21 line 101.]
150815 -
150816 - Bill seemed to indicate that Lois teaches managers to use technology.
150817 - This is a broad area.  How does it relate to better leadership,
150818 - communications?  Bill indicated some members of the Event Planning
150819 - Team feel Lois would be more effective than Tom Landauer.  There
150820 - evidently was no discussion about Tom's book, who had read it, what
150821 - points in the book Lois could present with greater weight and effect
150822 - than the author.
150823 -
150824 - It was unclear whether there are any plans to interview Lois or review
150825 - her writings.  Bill indicated political factors lead to her being
150826 - considered for a speaker role.  We discussed how this objective can be
150827 - filled by placing her on a panel.
150828 -
150829 -     [See follow up at ref SDS 18 line 430.]
150830 -
150831 -
150832 -
1509 -

SUBJECTS
PMI Event Program, Planning
Walsh, Bill -- 49ers, Financial Support from Sponsors
Budget/Revenues, Attendance Goal
Attendance Inducements

2107 -
210701 - Financial Analysis
210702 -
210703 - Followed up work at ref SDS 10 line 96 and ref SDS 6 line 96.
210704 -
210705 - Bill said members of the PMI Event team voiced a belief that the
210706 - Asilomar event cannot pay for Bill Walsh.  The same consideration may
210707 - have led to replacing Tom Landauer.  He said no financial analysis has
210708 - been submitted showing the basis for this conclusion.  An analysis was
210709 - to have been submitted two weeks ago, per the letter to Bill at ref
210710 - DIP 5 line 31 at ref SDS 6 line 101.  It is now promised for the end
210711 - of this week.
210712 -
210713 -
210714 - Attendance Inducements
210715 -
210716 - At this time belief about seating capacity and attendance inducements
210717 - considered at ref SDS 1 line 619 to support an ambitious speaker
210718 - slate, is speculative.  It is not clear an alternative analysis on
210719 - this has been prepared or analysed by the team.
210720 -
210721 - Bill indicated that if financial support can be developed, then the
210722 - original plan for Walsh to present the ideas at ref SDS 1 line 196,
210723 - may be viable and more receptive to the Asilomar Event team.
210724 -
210725 -     [See follow up at ref SDS 15 line 135, ref SDS 16 line 55, SUBJECTS
PMI Event Program, Planning
General Hatch, Fluor/Corps of Engineers

2205 -
220501 - Followed up work at ref SDS 2 line 77.
220502 -
220503 - Bill said Sherrill McDonald has heard of or knows someone at Kaiser
220504 - Engineers who has heard of Hank Hatch.  Sherrill indicated he plans to
220505 - contact the General directly.  Actually, it turns out that Kaiser and
220506 - Fluor Daniel are both competing for the same project which Hank
220507 - indicated he will be focused on until mid-April, ref SDS 20 line 115.
220508 -
220509 -     [See difficulty contacting Hank at ref SDS 19 line 132.]
220510 -
220511 - I did not mention that Hank indicated he cannot take up the Asilomar
220512 - matter until after mid-April due to a project negotiation Fluor Daniel
220513 - has underway, ref SDS 2 line 90.  This is in the record Bill has, but
220514 - it was unclear today whether that has been considered.
220515 -
220516 -     [See follow up at ref SDS 18 line 550.]
220517 -
220518 -
2206 -
2207 -

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

2305 -
230501 - Followed up work at ref SDS 9 line 64, ref SDS 8 line 65.
230502 -
230503 - Bill said the committee wants to hear Turner speak, but they have not
230504 - figured out yet what they want Turner to present or how it supports
230505 - the event thesis and fits with the other speakers.
230506 -
230507 - Bill said he related understandings to Sherrill from the Jan 25
230508 - meeting with Turner, but did not submit the meeting notes, ref SDS 4
230509 - line 71.  It is unclear from the record what Sherrill understands
230510 - Turner can say that supports the NWO paper.
230511 -
230512 - Bill said he cannot make the meeting today with Turner.  He asked me
230513 - to call them and postpone the meeting scheduled for tomorrow for a few
230514 - weeks.
230515 -
230516 -    [Did this at ref SDS 15 line 102.]
230517 -
230518 -
230519 -
230520 -
2306 -
2307 -

SUBJECTS
PMI Event Program, Planning
Landauer, Tom -- Author

2405 -
240501 - Followed up work at ref SDS 11 line 140.
240502 -
240503 - Bill said the committee indicated it does not want to hear Tom
240504 - Landauer, but does not know why someone who has written a book on
240505 - researh about how to make computers useful, should not be heard at
240506 - Asilomar.  Bill said he presented Tom's credentials, but these were
240507 - not pursuasive.  The cost of about $5K may be a factor, per
240508 - discussion above.
240509 -
240510 - We are working on getting sponsorship to pay for this per above.
240511 -
240512 -
2406 -
2407 -

SUBJECTS
Configure SDS for Bill's home
Opening Documents on Other Drives
Config File to set data drive

2706 - Discussion
2707 -
270701 - Followed up work at ref SDS 14 line 72.
270702 -
270703 - We considered that I return to Antiock with him on Thursday evening
270704 - to take a look at SDS on his computer and see what can be done to get
270705 - it to open files on other drivers when listed on a particular drive
270706 - in an SDS record.
270707 -
270708 -
270709 -
270710 -
2708 -