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


S U M M A R Y


DIARY: April 8, 1996 03:39 PM Monday; Rod Welch

Received confirmation from TMJ&B on presentation to Asilomar.

1...Summary/Objective
2...There is an emerging concept of "concurrent engineering" which is a
........................concurrent "discovery"
3...Aligning Communications Requires More than Record Keeping


..............
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CONTACTS 
0201 - Thelen, Marrin, Johnson & Bridges  415 392 6320
020101 - Mr. David Buoncristiani, Esq.

SUBJECTS
Buoncristiani, Dave, TMJB
Fast Track, Concurrent Engineering

0604 -    ..
0605 - Summary/Objective
0606 -
060601 - Follow up ref SDS 24 0000, ref SDS 21 0000.
060602 -
060603 - Continue work planning Dave's presentation from the letter, confirming
060604 - his assignment to speak. ref DIP 3 0001
060605 -
060606 - Received ref DRT 1 0001 from David, which is a letter to Sherrill
060607 - McDonald confirming David will speak at Asilomar.  This responds to
060608 - the request at ref DIP 3 0001 transmitting ref OF 5 0001, submitted on
060609 - 960328. ref SDS 21 0000
060610 -
060611 -
060612 -
060613 -
060614 -  ..
0607 -
0608 -
0609 - Analysis
0610 -
061001 - The idea of the confirmation ref OF 5 line 35, was to educate the PMI
061002 - Committee about the concept of the law as a "metric" described in the
061003 - NWO paper, ref OF 1 line 178, that can be used during the management
061004 - process to improve productivity through the reduction of errors that
061005 - cause lawsuits, per discussion with David on 960307. ref SDS 7 2231
061006 -
061007 - This is accomplished by using the legal "discovery" process, using
061008 - technology and dedicated communication experts, similar to the way the
061009 - law uses para legals to save time and money for research, from the
061010 - record on 960307. ref SDS 7 GM5N
061011 - ..
061012 - The proposed draft mentioned meeting notes with Turner which
061013 - describe cultural history of construction that have evolved legal
061014 - requirements for communication processes, commonly called "notice
061015 - provisions," that are essential for success on high risk endeavors,
061016 - discussed with Steve Rule at Turner last week, ref SDS 23 line 150.
061017 - The idea to cite Turner in David's letter was to put into the record
061018 - the background he had reviewed in accepting the invitation to speak,
061019 - and to encourage the PMI Committee to review this material to form a
061020 - common base of information to guide the agenda in implementing the
061021 - theme.  The current agenda ref OF 3 line 44 received at ref SDS 18
061022 - line 85 and analysed at ref SDS 22 line 199, indicates Turner is going
061023 - to show tools when it is going to present methods because Turner does
061024 - not use tools to support communications, ref SDS 25 line 299 and
061025 - earlier at ref SDS 3 line 428.
061026 - ..
061027 - David's letter describes's the discovery process without naming
061028 - it, possibly to avoid starting out with a negative image common in the
061029 - larger community, ref DRT 1 line 34.  He mentions "clear cut lines of
061030 - communication" are helpful.  Asilomar is about defining what that
061031 - means and how to get get it done day by day when information is
061032 - flowing faster.  He mentions record keeping as one remedy, ref DRT 1
061033 - line 38.
061034 -
061035 -  ..
061036 -
061037 - There is an emerging concept of "concurrent engineering" which is a
061038 - fast track idea of cross-functional design teams, ref SDS 1 line 78,
061039 - to ensure better coordination and fewer conflicts among disciplines,
061040 - e.g., mechanical, electrical, structural and so on, so that the
061041 - ultimate design requires less time and expense for design reviews
061042 - (since they occur during the process) and fewer corrections, fewer
061043 - problems in the field, and fewer claims.
061044 -
061045 - David can set out an analogous concept of
061046 -
061047 -  ..
061048 -
061049 -                        concurrent "discovery"
061050 -
061051 -    ...applied throughout the project life cycle:  initiate, plan,
061052 -    execute, control, close, as ref SDS 2 line 292, explained in the
061053 -    NWO paper, ref OF 1 line 167, and discussed with David in our
061054 -    meeting on 960307 at ref SDS 7 line 173.
061055 -
061056 -        [Developed this idea in presentation paper for David at ref SDS
061057 -        26 line 122.]
061058 -
061059 -    Communication Managers, similar to cost and schedule managers can
061060 -    support this new role, as a proactive way to avoid mistakes, ref OF
061061 -    1 line 377, hence the concept of "metrics."
061062 -
061063 -
061064 -
0611 -

SUBJECTS
Align Communications to Maintain Shared Meaning from Meetings, Calls
Align Meeting Understandings Feedback Metrics, Notes
Debugs Daily Management Com Manager Takes Time Invest Intellectual Ca
Knowledge Worker Communication Manager
Proactive Problem Handling Intelligence Discover Opportunities Not Wr

2508 -
250801 -  ..
250802 - Aligning Communications Requires More than Record Keeping
250803 -
250804 - Better management requires more than good record keeping which David
250805 - mentions. ref DRT 1 8342
250806 -
250807 - It means being proactive to align daily communications with the record
250808 - in order to avoid the graducal drift off course that is discovered by
250809 - lawyers when they begin piecing together the record.  This proactive
250810 - discovery of deviations from controlling forces is called Concurrent
250811 - Discovery in the management science of Communication Metrics set out
250812 - in the NWO paper.  It was analysed in considering Dave to speak at
250813 - Asilomar when we talked on 960212. ref SDS 4 0929
250814 -
250815 - Support for this new role is in the PMBOK, PMI's bible, calling for
250816 - processes to "align communications."
250817 - ..
250818 - David can explain how this can be done by asking the simple
250819 - question:
250820 -
250821 -        Should we align communications to discover misunderstandings
250822 -        during the work when issues and ideas are fresh in people's
250823 -        mind and adjustments can be made at minimal expense; or, wait
250824 -        until mistakes occur then pay someone else to align
250825 -        communications through the force of law?
250826 -
250827 - This can set an agenda, a target, on how technology and support
250828 - leadership, consistent with the conference theme, ref OF 3 line 5.
250829 -
250830 -        [On 960620 developed this idea of proactive problem handling
250831 -        using concurrent discovery in presentation paper for David at
250832 -        ref SDS 26 1101
250833 -
250834 -
250835 -
250836 -
250837 -
Distribution. . . . See "CONTACTS"