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0202 - Chips & Tech.                      408 434 0600                                                                                                                O-00000039 0101

SUBJECTS
PMI Event Program, Proposal
Contract/Charter, Buy In, Shared Vision
Theme, Agenda, Schedule, Speakers
Facilitator, Planning Theater, Audience Participation

1106 -    ..
1107 - Summary/Objective
1108 -
110801 - Followed up work at ref SDS 25 line 53 re Bill's report on PMI Event
110802 - Team progress.
110803 -
110804 - Need to:
110805 -
110806 -         •  Finalize thesis
110807 -
110808 -         •  Consider financial sponsorship for Walsh and Landauer,
110809 -            Brusman.
110810 -
110811 -         •  Get advertising and telemarketing efforts going.
110812 -
110813 -         •  Speakers, message, order, format (panels)?
110814 -
110815 -
1109 -
1110 -
1111 - Discussion
1112 -
111201 -  ..
111202 - Theme, Thesis
111203 -
111204 - Reviewed progress on theme and thesis from Sherrill's work, per ref
111205 - SDS 25 line 71, and ref SDS 25 line 98.  Bill submitted ref DRT 1 line
111206 - 30 which seems to reflect input from Lois Zells.  It is a memo from
111207 - Sherrill to Ahmet with the subject:  Asilomar program.
111208 -
111209 - Bill expressed concern about reaching "buy-in" on common language to
111210 - describe the Asilomar agenda, since Sherrill's description is
111211 - different from work we have done previously.  This buy-in on a thesis
111212 - is a predicate to advertising and speaker assignments.
111213 -
111214 -
111215 - Sherrill's Agenda Correlates with NWO Paper
111216 -
111217 - Analysis seems to show Sherrill's memo ref DRT 1 line 20, has strong
111218 - correlation to NWO paper and the agenda developed previously, ref OF 2
111219 - line 17, per ref SDS 25 line 94, and ref SDS 25 line 111.  Since
111220 - Sherrill has not seen the NWO paper, the correlation shows growing
111221 - recognition of the issues it raises.  The thesis and speaker
111222 - descriptions Bill and I have developed previously seem to supplement
111223 - Sherrill's ideas by providing narrative for advertising the event.
111224 - Bill will review this point with Sherrill in a meeting tomorrow.
111225 -
111226 -
111227 -   PMI Asilomar Team Has Not Seen NWO Paper
111228 -
111229 -   Bill corrected my erroneous understanding from our discussion on
111230 -   Monday that the PMI Asilomar Event Planning Team has accepted that
111231 -   the event will present the NWO ideas, ref SDS 25 line 111.  He said
111232 -   the paper has not been submitted to any of the members, nor
111233 -   discussed at meetings as a guideline.  He said Sherrill has not seen
111234 -   the NWO paper.  Despite this misunderstanding, Sherrill's proposed
111235 -   agenda contains key NWO ideas.  We are not far apart.
111236 -
111237 -
111238 -   Speaker Assignments Support Sherrill's Agenda
111239 -
111240 -   New World Order concept that the increase in the flow of information
111241 -   impairs leadership is reflected in Sherrill's memo ref DRT 1 line
111242 -   20, ideas at:
111243 -
111244 -       Difficulty ...with the proliferation of technology.
111245 -       Information pouring in to all segments of the project
111246 -       How to empower team members without losing control
111247 -       Everyone is stretched/stressed
111248 -       Communications up and down the project ladder
111249 -       Getting everyone to "buy in"
111250 -
111251 -   These leadership issues are the focus of the New World Order paper
111252 -   which PMI will publish in May, and are reflected in earlier agendas
111253 -   used to attract prospective speakers.  For example, Tom Landauer has
111254 -   written a book and headed a team at AT&T on effective technology for
111255 -   leaders.  He offers proof, which Sherrill recommends on page 2 of
111256 -   his memo, that technology has not improved productivity, and offers
111257 -   ideas on how to make technology support better leadership.  As a
111258 -   cognitive scientist, Dr. Landauer explains why "buy-in" is difficult
111259 -   to obtain when "information is pouring in from all directions, cited
111260 -   by Sherrill.  Dave Bounchristiani offers proof from years of trying
111261 -   major construction cases for Bechtel and others, that information
111262 -   causes harm when it is pouring in too fast to connect up.  Dr.
111263 -   Brusman explains why project managers, staff, executives, everybody
111264 -   is stretched/stressed out by the impact of modern technology that
111265 -   forces people to think faster than the mind can handle.  Little
111266 -   mistakes are overlooked, take root and grow into losses, failures,
111267 -   recessions, and downsizing because people cannot maintain shared
111268 -   meaning due to constant bombardment of new information.  Morris
111269 -   Jones explains underlying strategic changes occurring in industry
111270 -   and government that impair communications up and down the project
111271 -   ladder, and the challenges this implies for empowering team members
111272 -   while maintaining control, which Sherrill feels should be addressed.
111273 -   Asilomar can offer a vision of a new role and skills to support
111274 -   leadership.  Intel will tell us how technology will evolve and what
111275 -   impact it can have on the challenge of leadership in a faster paced
111276 -   world of the future.  General Hatch defines a path for PMI beginning
111277 -   with attendees at the conference to become Ambassadors of Change.
111278 -
111279 -
111280 -   Objectives for Asilomar:  PMBOK, Construction, Risk Management
111281 -
111282 -   Asilomar can show how the PMBOK supports the leadership/technology
111283 -   equation to empower managers to align communications, and thereby
111284 -   provide a new role for competent managers being early retired.
111285 -
111286 -   Asilomar can show how cultural moorings of the construction industry
111287 -   offer a risk management model for technology to make leadership more
111288 -   effective, per meeting with Turner, ref SDS 13 line 101.
111289 -
111290 -
111291 -       PMBOK & ISO 10006
111292 -       Solving Information Control through Risk Management
111293 -
111294 -       Asilomar speakers can offer a vision for effective leadership by
111295 -       applying technology to implement ISO 10006 requirements for
111296 -       traceability and continual learning, so leadership is connected
111297 -       to actual performance.  PMBOK concepts of "control" for schedule
111298 -       and cost, can leverage communications as a new risk management
111299 -       methodology.
111300 -
111301 -
111302 -       Skills Deficit, an Immediate Solution
111303 -       Solving Reengineering Dilemma:  Hope for Early Retirees
111304 -
111305 -       Asilomar can offer leadership with a broader vision by defining
111306 -       a new role to meet changing strategic realities of the 90's
111307 -       brought on by technology and global competition.  The new role
111308 -       of communication manager makes the project team productive and
111309 -       leadership effective.  It gives hope to millions of experienced
111310 -       managers who otherwise face early retirement, by defining a role
111311 -       that requires their experience and savvy.  It provides a new
111312 -       resource to apply automated tools that are being used to 80% of
111313 -       their capacity because people don't have time to figure out to
111314 -       use the full capacity, ref SDS 7 line 610.
111315 -
111316 -
111317 -       Communication Metrics
111318 -
111319 -       Solving the problems Sherrill cites in his proposed agenda, and
111320 -       setting out other Asilomar objectives, results in defining a new
111321 -       management science, consistent with PMI's role of implementing
111322 -       change.
111323 -
111324 -
111325 -
111326 -   Friday Evening
111327 -
111328 -   Sherrill's idea for Friday evening to set the stage is excellent in
111329 -   offering the issues to be presented at the conference.  The tone
111330 -   from the memo is that Friday evening is informational.
111331 -
111332 -   Another approach is to use Bill Walsh, or another speaker, to make
111333 -   the Friday evening kickoff event inspirational and entertaining by
111334 -   presenting a vision of innovation in the leadership arena, as Walsh
111335 -   himself did with the 49er's.  This would give life to the challenge
111336 -   of overcoming resistance to change and the benefits of striking out
111337 -   on a new course embodied in the PMI credo of that "project
111338 -   management" is about change.
111339 -
111340 -   Walsh will be an attendance draw, and will encourage attendance
111341 -   Friday evening.  Typical PMI business, introductions and comments by
111342 -   the National Board, can then be topped off by an uplifting
111343 -   presentation of the keynote speaker.  It would solve the problem at
111344 -   the Project World event, where PMI business was then followed by
111345 -   mundane, informational speaker agenda.
111346 -
111347 -
111348 -   Saturday
111349 -
111350 -   We reviewed Sherrill's agenda ref DRT 1 line 44, and ideas for
111351 -   scheduling a series of short presentations followed by analysis
111352 -   panels, developed from the meeting with Morris at ref SDS 22 line
111353 -   442 to implement prior agenda at ref OF 2 line 40.
111354 -
111355 -   Sherrill's listing for Saturday is not associated with any speakers,
111356 -   and it is not clear how ideas presented on Friday are implemented by
111357 -   the Saturday agenda, contrary to the stated aim for Friday to "set
111358 -   the stage for what's to come," ref DRT 1 line 17.  Perhaps Sherrill
111359 -   can write a thesis that ties his proposed agenda into the theme.
111360 -
111361 -
111362 -       Meeting with Morris, Sherrill, Bill
111363 -       Reengineering Project Management & Communications
111364 -
111365 -       Bill feels it would be helpful for Sherrill to meet with Morris
111366 -       and hear first hand ideas on reengineering which came into the
111367 -       record on Dec 28, ref SDS 7 line 322, and again on Jan 3.
111368 -
111369 -       He recalled Morris offered a compelling explanation of strategic
111370 -       changes in organizational management that would help Sherrill
111371 -       and, through him, the PMI committee, reach a shared and broader
111372 -       vision to carry forward on Saturday Sherrill's Friday evening
111373 -       agenda.  Bill feels Morris brings a perspective about internal
111374 -       project management (see discussion last July, ref SDS 4 line
111375 -       227) which is held by much of the PMI membership outside the
111376 -       construction industry, and so may help broaden understanding on
111377 -       the committee in shaping the Asilomar agenda beyond construction
111378 -       practices. Bill expects such a meeting could bring closure with
111379 -       Sherrill, whose background is construction, on the ideas and
111380 -       explanation of the agenda Bill has presented to the committee,
111381 -       ref OF 2 line 17, and was discussed with Morris at ref SDS 22
111382 -       line 234 as the basis of his participation.
111383 -
111384 -       We called Morris and he agreed to meet 960315 1000 to support
111385 -       Bill's efforts to build a shared vision for Asilomar.
111386 -
111387 -
111388 -       Process Analyst Performs Communication Metrics
111389 -
111390 -       I called Morris later in the evening and he proposed calling the
111391 -       person who performs Communication Metrics a "Process Analyst,"
111392 -       following up our discussion last week at ref SDS 22 line 872,
111393 -       and with Bill on Jan 3, ref SDS 8 line 123.
111394 -
111395 -            [See follow up call to Bill at ref SDS 29 line 116.]
111396 -
111397 -       I mentioned his idea to use "para manager" in our discussion Mar
111398 -       1, 1989, ref SDS 1 line 29.  The important thing is not so much
111399 -       what we call the person, as conveying why this new role is
111400 -       needed per discussion with IBM, ref SDS 3 line 193, with Morris
111401 -       at ref SDS 5 line 136, what new tasks need to be performed, ref
111402 -       SDS 2 line 145, and what skills and tools are needed to perform
111403 -       them, ref SDS 22 line 892, and discussion with Dave
111404 -       Buoncristiani today, ref SDS 28 line 223.
111405 -
111406 -       Survey, Facilitator
111407 -
111408 -       Maybe Morris could do a survey during his presentation of the
111409 -       audience to get their list of support they feel could improve
111410 -       their productivity in the age of the information highway, and
111411 -       what name to call the person who performs that work.  He feels
111412 -       this would make his presentation a "facilitator" function, and
111413 -       that a group of 100 - 200 people is not conducive for that
111414 -       approach.  I explained the objective to engage the audience in
111415 -       verbalizing ideas, using the vocabulary of Communication
111416 -       Metrics, so they can gain facility on Monday when someone asks
111417 -       what they learned.
111418 -
111419 -           [See follow up at ref SDS 32 line 466.]
111420 -
111421 -       Planning Theater
111422 -       Audience Participation
111423 -
111424 -       This would in part demonstrate the "group think" communication
111425 -       methods of facilitator and planning theater.  The entire event
111426 -       is a "planning theater" albeit a blunt instrument, like a
111427 -       lawsuit is a "metric."
111428 -
111429 -
111430 -           [See follow up at ref SDS 30 line 334.]
111431 -
111432 -
1115 -

SUBJECTS
Schedule, CPM

1204 -
120401 - Planning Status
120402 -
120403 - Follow up work at ref SDS 14 line 54.  Review current schedule and
120404 - impact on meeting target dates.
120405 -
120406 - We did not discuss directly that the schedule needs to updated,
120407 - reviewed by Event team?  We did consider that we need to settle on a
120408 - theme and agenda so work on telemarketing and advertising can
120409 - commence.  Newly proposed speakers need to be interviewed and a
120410 - determination made of how they can contribute.
120411 -
120412 -
120413 -
120414 -
120415 -
1205 -

SUBJECTS
PMI Event Program, July, Structure

1304 -
130401 - Event Format - Panels?
130402 -
130403 - Follow up work at ref SDS 24 line 149, review Morris' ideas at ref SDS
130404 - 22 line 344.  Bill began reading notes of meeting with Morris on this
130405 - point which we discussed the other day about using shorter speaker
130406 - presentations and having a series of panels to permit cross-speaker
130407 - dialog and wider audience participation, as discussed with David
130408 - Bounchristiani in the meeting at TMJ&B, per ref SDS 28 line 90.
130409 -
130410 - Did not work on titles of speaker presentations per ref SDS 20 line 69
130411 - needed to develop advertising, but we need to gain buy-in from
130412 - committee or whoever is in charge of this, so advertising can be
130413 - released.
130414 -
130415 -
130416 -
130417 -
130418 -
130419 -
1305 -
1306 -

SUBJECTS
Advertising

1404 -
140401 - Followed up work at ref SDS 24 line 176, ref SDS 13 line 161.
140402 -
140403 -
140404 - Release PMI Communications to Write Article
140405 -
140406 - We considered today the need to call Jim Pennypacker per my discussion
140407 - with Jim last January, ref SDS 11 line 112.
140408 -
140409 -     •  Release Jim to write the article announcing Asilomar and tie to
140410 -        Project World event, PMBOK, ISO, NWO paper in May, risk
140411 -        management.
140412 -
140413 -        PMI leading the way to "reengineer" the practice of management,
140414 -        business communications, solution to skills deficit and
140415 -        knowledge deficit, and hope for early retirees.
140416 -
140417 -     •  Submit preliminary agenda showing Asilomar will create
140418 -        Ambassadors of Change, ref OF 2 line 59, and speaker scope ref
140419 -        SDS 20 line 69.
140420 -
140421 -     •  PMI NCC will submit formal advertising in a few weeks, suggest
140422 -        survey of membership on agenda for marketing?
140423 -
140424 - Bill wants to check with Ahmet, and if Ahmet has not taken action
140425 - then, then Bill feels we can proceed.
140426 -
140427 -
140428 - Need work to commence on telemarketing.
140429 -
140430 -     We did not discuss this today.  It appears decisions that would be
140431 -     driven by telemarketing are being made on the basis of personal
140432 -     judgements.  The Asilomar team may wish to initiate telemarkeing
140433 -     efforts to evaluate financial viability of speaker slate.
140434 -
140435 - Need work on initial brochure.  I gave Bill a copy of a recent
140436 - brochure for PMA event in Boston.  He will use it as a guide of the
140437 - kind of material we can produce for Asilomar.
140438 -
140439 -
140440 -
140441 -
140442 -
1405 -
1406 -

SUBJECTS
Walsh, Bill -- 49ers,
Attendance Inducements
Zell, Lois (may replace Walsh)

1706 -
170601 - Lois Zell Replace Walsh
170602 -
170603 - Followed up discussions at ref SDS 24 line 204.
170604 -
170605 -    The Asilomar needs to interview Lois Zell to see what she has
170606 -    written and what she can say about the agenda, and how it will fit.
170607 -
170608 -    Lois has political appeal because of gender, apart from the value
170609 -    of her message, and whether she can accomplish the objective of the
170610 -    Walsh presentation to set up the NWO concepts.
170611 -
170612 -    To what extent will she draw attendance, as Walsh will do?
170613 -
170614 -        [See follow up at ref SDS 30 line 280.]
170615 -
170616 - Notice to Walsh
170617 -
170618 - Per understandings with Walsh's office, ref SDS 10 line 68, we need to
170619 - submit notice that we intend to hire him for one hour for $15K.
170620 - Payment of half the speaking fee in the amount of $7,500 is needed
170621 - prior to the event, so this may be within a month, i.e., oa 960615.
170622 -
170623 - We need to clarify this with his office.  He may have booked this time
170624 - elsewhere.  The 49ers will be in training oa 960712.  Since he now has
170625 - an official position with them, this may present conflicts, or it may
170626 - offer opportunities.
170627 -
170628 -
170629 - Attendance Inducements
170630 -
170631 - Apart from Walsh/Bell matter, what other considerations have been
170632 - given to drawing attendance, per analysis at ref SDS 6 line 625.
170633 -
170634 -
170635 -
170636 -
1707 -
1708 -

SUBJECTS
Financial Support from Sponsors
Budget/Revenues, Attendance Goal

2205 -
220501 - Financial Analysis
220502 -
220503 - Followed up work at ref SDS 24 line 227, ref SDS 19 line 96 and Sponsorship Goals
220512 -
220513 - Do we need $5K, $10K, $20K, what?
220514 -
220515 -       Today we seem to have gotten indication from David that TMJ&B
220516 -       may be able to come up with $2K or so, ref SDS 28 line 234. Bill
220517 -       indicated today, that Ahmet has indicated the chapter is well
220518 -       funded, and wants to put on a quality event, since the PMI
220519 -       national board is attending, and there will be interest in the
220520 -       chapter's performance relative to the national conference being
220521 -       held in our region in 2000.
220522 -
220523 -
220524 - How soon do we need commitments and or payment of such funds?
220525 -
220526 -       We need to make payment to Walsh of $7,500 prior to the event,
220527 -       but should indicate within a few weeks if we can proceed, per
220528 -       understandings with his office at ref SDS 10 line 68.
220529 -
220530 - See work with Chips at ref SDS 22 line 226, with Turner at ref SDS 25
220531 - line 94.
220532 -
220533 -       We decided to wait until 960312, to get an idea of whether
220534 -       Turner can help us?
220535 -
220536 -
220537 -
2206 -
2207 -

SUBJECTS
PMI Event Program, Planning
General Hatch, Fluor/Corps of Engineers

2305 -
230501 - Followed up work at ref SDS 24 line 270, ref SDS 9 line 77.
230502 -
230503 - What contact has been made?  I was intending to submit status report
230504 - on planning to Hank, including agenda ref OF 2 line 19, and meeting
230505 - with Turner that sets out the cultural moorings from construction for
230506 - Communication Metrics, ref SDS 12 line 238.
230507 -
230508 - Bill is unsure what Sherrill has done on this.  He will inquire
230509 - tomorrow when he meets with Sherrill prior to the Event planning team
230510 - meeting.
230511 -
230512 -    [See follow up at ref SDS 31 line 68.]
230513 -
230514 -
2306 -
2307 -

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

2405 -
240501 - Followed up work at ref SDS 24 line 289, ref SDS 18 line 64.
240502 -
240503 - We discussed scheduling a meeting with Turner for on or after 960312,
240504 - per ref SDS 25 line 128.  Bill will discuss this with Sherrill
240505 - tomorrow.  Sherrill needs to get the background on what has already
240506 - been discussed with Turner on developing presentation scope relative
240507 - to NWO paper and meeting on 960125, per ref SDS 12 line 84.
240508 -
240509 -
240510 -
240511 -
240512 -
2406 -
2407 -

SUBJECTS
PMI Event Program, Planning
Landauer, Tom -- Author
Bell, Lois (may replace Walsh)

2606 -
260601 - Followed up work at ref SDS 24 line 354, ref SDS 21 line 140.
260602 -
260603 - Bill will review Tom's outline and how it fits NWO and event theme.
260604 - Who can replace this person?"  See considerations for Morris to do it,
260605 - per ref SDS 22 line 312.
260606 -
260607 -
260608 -
2607 -

SUBJECTS
PMI Event Program, Planning
Bounchristiani, Dave, TMJB

2705 -
270501 - Bill indicated that based on the meeting today with Dave, that he can
270502 - be an effective speaker on solving the problem Sherrill cites about
270503 - the problem of too much information and maintaining control, also
270504 - discussed with Morris at ref SDS 22 line 442.
270505 -
270506 -
270507 -
270508 -
2706 -

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

3006 - Discussion
3007 -
300701 - Followed up work at ref SDS 23 line 72.
300702 -
300703 - Bill said we cannot do this today after all.  I zipped my SDS records
300704 - so he could take them home.  I will try to visit Bill in Antiock over
300705 - the weekend to see why his computer is having difficulty opening
300706 - referenced documents.
300707 -
300708 -
300709 -
300710 -
3008 -