THE WELCH COMPANY
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415 781 5700


S U M M A R Y


DIARY: March 13, 1996 06:35 PM Wednesday; Rod Welch

Meeting between Bill and Sherrill re Asilomar theme.

1...Summary/Objective
2...Theme, Thesis
3...Communication Manager/Process Analyst
4...Financial Analysis


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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

0805 -    ..
0806 - Summary/Objective
0807 -
080701 - Followed up work at ref SDS 32 line 77, ref SDS 30 line 73, 
080702 - line 53 re Bill's report on PMI Event Team progress.
080703 -
080704 - The meeting did not occur.  Sherrill called Bill this morning and said
080705 - they cannot meet because he is not ready.  Evidently Sherrill has not
080706 - contacted the two prospective speakers he has in mind.  They are
080707 - planning to meet tomorrow and again with Morris.
080708 -
080709 -
080710 -
0808 -
0809 -
0810 - Discussion
0811 -
081101 - Theme, Thesis
081102 -
081103 - He did not have the separate meeting with Sherrill before the meeting
081104 - with the Event team.  Sherrill came late and left early.  As a result
081105 - he did not have a chance to submit the NWO paper to Sherrill nor
081106 - explain that the speakers have reviewed it to formulate their
081107 - participation in the Asilomar event.
081108 -
081109 - Bill said the meeting with Event Planning Team was productive.  The
081110 - President of the Monterey PMI Chapter attended.  This is an office who
081111 - is soon to graduate from the Navy Postgraduate School.  He evidently
081112 - offered support for Bill's ideas for Asilomar.  I asked if he
081113 - mentioned Jim Caudle who has read and distributed the NWO paper at the
081114 - Navy's school, per ref SDS 14 line 90.  Bill said he did not mention
081115 - Jim.
081116 -
081117 - Bill said Ahmet has left the final formulation of the agenda and
081118 - speakers up to Bill and Sherrill.  Ahmet is attending a PMI event
081119 - next week.
081120 -
081121 - Bill and Sherrill will meet on Monday, 960311, and again with Morris
081122 - on Friday, 960315.  These meetings will finalize the Asilomar theme,
081123 - agenda and speakers.
081124 -
081125 -
081126 -
081127 - Communication Manager/Process Analyst
081128 -
081129 - I mentioned follow up discussion with Morris from when we called him
081130 - on Thursday.  Morris came up with Process Analyst as an alternate way
081131 - to describe the role of Communication Manager who performs
081132 - Communication Metrics, ref SDS 30 line 284.
081133 -
081134 -
081135 -
081136 -
0812 -
0813 -

SUBJECTS
Advertising

0904 - Summary/Objective
0905 -
090501 - Followed up work at ref SDS 26 line 176, ref SDS 15 line 161.
090502 -
090503 -
090504 - Bill said Ahmet has not contacted Jim Pennypacker at PMI Publications.
090505 -
090506 - I suggested we have a joint call, but actually that is not really
090507 - feasible, and it is not practicle for us to meet just to make this
090508 - call.  Bill suggested I set out my ideas on points to cover with Jim.
090509 -
090510 - Here are those points:
090511 -
090512 -     •  Review the record of what has already been discussed on this
090513 -        matter at ref SDS 12 line 112.
090514 -
090515 -     •  Fax the proposed agenda on the objective to define the next
090516 -        step on the march of civilization as changing from sole use of
090517 -        documents and dialog, to "automated knowledge" using PMBOK and
090518 -        ISO criteria, as set out in the agenda at ref OF 2 line 17.
090519 -
090520 -     •  Call Jim and review our discussion on Jan 25, about him writing
090521 -        an article on Project World, so he can report that these ideas
090522 -        will be treated in depth and extended at Asilomar to introduce
090523 -        a new managemnet science, as set out in the New World Order
090524 -        paper to be published by Jim in May.  Jim should be able to
090525 -        write a good piece on Asilomar as the appropriate venue to
090526 -        advance new ideas based on Fran Webster's definition of Project
090527 -        Management as an instrument of "change." If Jim cannot recall
090528 -        the article, cite it at ref SDS 3 line 194.
090529 -
090530 -     •  One approach is to indicate that PMI will publish in May an
090531 -        article on defining a new management science based on PMBOK and
090532 -        ISO criteria, that reengineers the practice of management in
090533 -        the age of the Information Highway.  The idea is to define a
090534 -        new role to improve productivity rather than fire people.
090535 -        Asilomar plans to take up this challenge in July.  Can we get
090536 -        input from the membership on the problems they are facing, an
090537 -        example being the article in December that indicated failed
090538 -        communications, understanding and problem solving are the major
090539 -        hurdles project managers face, ref SDS 7 line 117. Jim has the
090540 -        SDS record reviewing this article and intended to write
090541 -        something about, so this is his chance, ref SDS 12 line 129.
090542 -
090543 -     •  Offer to submit sample language for the article, if Jim feels
090544 -        he does not have enough time, or feels a little lost about how
090545 -        to approach the task.
090546 -
090547 -     •  Explain our objective to attract executives and experienced
090548 -        PM's to contribute in fashioning a solution to the corporate
090549 -        downsizing and consequent need to improve productivity of
090550 -        knowledge work, chiefly the management function.
090551 -
090552 -     •  Maybe a survey can be included so we can determine level of
090553 -        interest in this agenda.
090554 -
090555 -
090556 - Actually, if you get the agenda in front of Jim, he should be able to
090557 - run with this matter, if he has enough time.  If he does not, then we
090558 - can provide the article.  He can edit and publish.
090559 -
090560 -
090561 -
090562 -
090563 -
0906 -
0907 -

SUBJECTS
Financial Support from Sponsors
Budget/Revenues, Attendance Goal

1305 - Summary/Objective
1306 -
130601 - Financial Analysis
130602 -
130603 - Followed up work at ref SDS 26 line 227, ref SDS 21 line 96 and