THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: March 11, 1996 08:39 AM Monday;
Bill's call to Jim Pennypacker at PMI Comm re Asilomar advertisements.
....Partnering, Metrics, Accountability
.....Registration Survey for Data Collection
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PMI Event Program, Proposal
Contract/Charter, Buy In, Shared Vision
Theme, Agenda, Schedule, Speakers
Justification for Theme
0807 - ..
0808 - Summary/Objective
080901 - Followed up work at ref SDS 12 line 77, ref SDS 10 line 73,
080902 - line 53 re Bill's report on PMI Event Team progress.
080904 - Bill did not get the SDS records with ideas for contacting PMI re
080905 - article on Asilomar. He is meeting Sherrill tomorrow. We developed
080906 - ideas for each of these steps, confirmed via ref DIT 1 line 30.
080908 - I revised the agenda, and sent it via email using ref DIT 3 line 30 to
080909 - support Bill's meeting tomorrow with Sherrill. Submitted ref DIT 6
080910 - line 30 suggesting Lois Bell for moderator. The record below further
080911 - considers this point and audience participation relative to Morris'
080912 - presenation.
080914 - Prepared disk to update Bill's SDS records.
080916 - Submitted revised agenda to Dave Buoncristiani via ref DIT 7 line 30.
0812 - Discussion
081301 - Theme, Thesis
081303 - Bill said in his email received this morning, that the meeting
081304 - schedule for today with Sherrill has been changed to tomorrow, ref DRT
081305 - 1 line 30. He indicates deferring submitting the NWO paper and the
081306 - current event agenda ref OF 3 line 17, until after the meeting with
081307 - Morris on Friday, ref SDS 10 line 277.
081309 - I submitted ref DIT 1 line 30 responding via email, suggesting Bill go
081310 - ahead and submit the NWO paper and our initial event agenda as
081311 - background on how the speakers were attracted. We had to do something
081312 - to gain their interest and shape their contribution. Otherwise we
081313 - would have been back in the position of the folks who ran of time to
081314 - plan the 1995 Asilomar event that never came off.
081316 - I need to revise the agenda to mention Dave Buoncristiani, per ref SDS
081317 - 11 line 68.
PMI Event Program, Summary & Outline Agenda
Structure, Discovery, Metrics
Legal Briefing to Make Connections
Buoncristiani, Dave, TMJB
Brusman, Dr. Maynard, Landauer, Tom -- Author
PMI National Board
Walsh, Bill -- 49ers
Change is Needed/Resisted, Innovation
2112 - 1004 revised agenda
211301 - This modifies agenda ref OF 3 line 37, to include David Buoncristiani
211302 - per ref SDS 11 line 75, and ref SDS 11 line 158.
211304 - I do not at this time want to time scale the event, but will try an
211305 - alternate order to reflect Morris' ideas, ref SDS 5 line 441.
211307 - Prepared ref OF 3 line 20. It mentions the PMI National Board will
211308 - attend and set the vision for the event. It follows Morris'
211309 - suggestion to have a single Friday evening speaker. I developed in
211310 - the explanation of Walsh's remarks the key point that innovation is
211311 - needed to treat the challenge of making decisions in a fast paced
211312 - environment. This fits with our aim to suggest an innovation in the
211313 - practice of management can improve performance in a faster paced work
211314 - environment of the Information Highway.
211316 - I narrowed the scope for Brusman to treat the impact of faster
211317 - communications, and I expanded Landauer's scope to provide the
211318 - scientific underpinnings which formerly had been in Brusman's scope.
211319 - Decided to cite Tom's paper on Plato's Problem, since this lends
211320 - credibility by sounding scientific, and my research does show the
211321 - paper offers an explanation for the mind's bent to induce from
211322 - improvished data, larger meanings that may or may not be truly
211323 - supported by the record.
211325 - I still have not addressed the actual order of speakers except for
211326 - Walsh. I think Brusman and Buoncristiani should come next, then
211327 - possibly Landauer. But I think this requires more thought.
211329 - This draft of the agenda shows the ideas to be covered and offers a
211330 - flow. We have to figure out the panels and who sits on them.
211332 - I submitted it via email using ref DIT 3 line 30, explaining some of
211333 - the points above.
211335 - [See change to General Hatch title per ref SDS 13 line 95.]
Buoncristiani, Dave, TMJB
Failed Communications, Anger, Frustrations,
Legal Briefing to Make Connections
Brusman, Dr. Maynard
PMBOK, ISO 10006 Compliance
3112 - Summary/Objective
3113 - ..
311301 - Follow up ref SDS 11 line 56.
311303 - Submitted revised agenda ref OF 3 line 36, to David via ref DIT 7 line
311304 - 30, showing how our discussion last Thursday results in a summary of
311305 - his scope, consistent with the preliminary title set for his remarks,
311306 - ref SDS 11 line 88.
311308 - [See follow up at ref SDS 14 line 47.]
311310 - This reflects the idea that Dr. Brusman or some psychologist who is
311311 - helping companies improve communications in the manner described by
311312 - Millie and Morris, ref SDS 1 line 135, sets up how mis-communication
311313 - impacts internal relations among people. David will explain how this
311314 - impacts relations between organizations that result in major conflict,
311315 - ref SDS 4 line 82.
311317 - We say David offers a new model of management practice to support
311318 - leadership, preserve organizational memory and secure hard won
311319 - earnings. It will solve the problem identified by Brusman by adding a
311320 - new role to implement the solutions offered by Brusman. ref SDS 4 line
311321 - 81,
311323 - ..
311324 - Concurrent Discovery
311326 - This is drawn from the idea he can explain how the para legal
311327 - system might be adapted to support generic management, ref SDS 11
311328 - 9555. This new role can perform the concurrent "discovery"
311329 - discussed with David at ref SDS 11 3496, to align communications
311330 - called out in PMBOK and ISO 10006 for traceability to original
311331 - sources, and apply legal briefing techniques for research, creating
311332 - and preserving connections, ref SDS 11 2231.
311334 - [See follow up at ref SDS 15 0000.]
311336 - ..
311337 - Partnering, Metrics, Accountability
311339 - David may be able to work in some discussion of this with respect
311340 - to the adversarial role of contracts, and the need for metrics.
311342 - Contracts at least force consideration of performance and
311343 - consequences which is not present for internal management.
311345 - [See follow up at ref SDS 15 0000.]
3204 - Summary/Objective
320501 - Follow up ref SDS 12 line 138, ref SDS 6 line 176.
320503 - Bill said he did not get the SDS record that has the ideas for
320504 - contacting Jim Pennypacker at PMI Communications, ref DRT 1 line 26.
320506 - The email ref DIT 1 line 49, responding to his note summarizes the
320507 - ideas at ref SDS 12 line 143.
320509 - I will give Millie an SDS update disk so he can get the original set
320510 - of ideas.
3208 - 1246 CSPAN 202 626 7963
320901 - I called and left a message to call Bill or me about the Asilomar
320902 - event in July as a candidate for coverage on public policy issues in
320903 - relation to downsizing and the "skills deficit."
320905 - This would give PMI national recognition consistent with the March
320906 - issue of Fortune which announces that Project Manager is the number
320907 - one career choice. What do project managers do and what are they
320908 - doing to improve the world?
3212 - 1247 CSPAN called back
Zells, Lois (may replace Walsh)
Chips, Morris Jones, V.P., Founder
Moderator, Bush, Roger for moderator
3607 - Summary/Objective
360801 - The committee has evidently expressed a desire to have a woman
360802 - participate and has suggested Lois Zells, ref SDS 6 line 212. If this
360803 - remains a strong objective, then it needs to be addressed.
360805 - Submitted email ref DIT 3 line 45 suggesting that Lois Bell might be a
360806 - good candidate for a panel, and says we need to visit with Roger Bush
360807 - about being a moderator.
360809 - I sent Bill another email, ref DIT 6 line 30 suggesting Lois might a
360810 - good candidate for the moderator rather than Roger Bush, or they may
360811 - be able to share these duties. Sometime soon we need to interview the
360812 - moderator candidates to see who best can do this job. We know Roger
360813 - usually does a good job. Maybe, however, Lois can fill this role, as
360814 - well. Or, maybe they can moderate jointly. Roger introduces the
360815 - Friday night stuff. Lois does Saturday. Roger closes on Sunday. Or
360816 - maybe Lois is a dedicated moderator for the panel discussions. I am
360817 - inclined to think I should moderate the panel discussions.
360819 - Another idea for Lois would be to do the strategic changes address
360820 - with Morris, ref SDS 2 line 79, and ref SDS 4 line 137, She might be
360821 - the facilitator, per ref SDS 10 line 304. I started an email with cc
360822 - to Morris, then decided against it because he has been a little
360823 - sensitive lately. Will consider with Bill the best way to submit
360824 - following ideas:
360827 - Audience Participation
360829 - Another idea for using Lois Zell is for her to do something in
360830 - concert with Morris Jones. Morris and I discussed the other day
360831 - (see notes of your visit on 960307 ref SDS 10 line 285, where I
360832 - called him back after the telecon we had about meeting next
360833 - Friday) doing an audience survey for input on the challenges of
360834 - being an effective leader, and also obtaining input from the
360835 - audience on the name of role to provide the missing support. His
360836 - initial reaction was negative because large groups are awkward to
360837 - survey, but we still plan to have audience participation pursuant
360838 - to instructions from the Event committee. This might be a place
360839 - for productive interaction by engaging the audience to actively
360840 - verbalize their concerns and reaction to ideas presented under ISO
360841 - precepts for "continual learning."
360843 - [See follow up at ref SDS 16 line 164.]
Survey of Attendees
3704 - Summary/Objective
370501 - Registration Survey for Data Collection
370503 - Morris indicated there would only be time for a very few members
370504 - of the audience to participate this kind of survey, and that doing
370505 - a survey would convert his presentation into being a facilitator
370506 - and reduce the time available for his remarks. One solution might
370507 - be to do a survey hand out with the registration documents to
370508 - provide input that Morris could cite in his remarks on perception
370509 - and reaction to strategic changes he will explore. Possibly Lois
370510 - Bell could be a facilitator to support Morris' remarks. This
370511 - would demonstrate an effective communication method, give her
370512 - something to do, as desired by the committee, You might mention it
370513 - to him on Friday. If he is open to the idea, Lois can be
370514 - approached for her willingness, viable. Nominally it is because
370515 - she evidently works on helping executives use automation. But
370516 - only sitting down together and thinking through the process can
370517 - actually show whether it will work. In any case we need to be
370518 - thinking about how to accomplish the audience participation
370519 - requested by the committee: who, what, when.