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


S U M M A R Y


DIARY: April 10, 1996 06:57 AM Wednesday; Rod Welch

Received Asilomar agenda sent to PMI Communications.

1...Summary/Objective
2...Advertising/Article to PMI
3...Analysis
....Moderator
....Keynote Speaker
....David Buonchristiani and Turner Construction
....Technology: Leadership Associate, Morris Jones
....The Partnership Vision - Intel Omitted from Agenda???
4...PMBOK Omitted from Agenda???

ACTION ITEMS.................. Click here to comment!

1...Ambassadors of Change, Hatch

CONTACTS 
0201 - PMI Communications                 704 293 9711 or 9714 fax 9801

SUBJECTS
PMI Asilomar Publicity
Survey of Attendees
Summary & Outline Agenda
Moderator

0906 -    ..
0907 - Summary/Objective
0908 -
090801 - Followed up work at ref SDS 36 line 154, ref SDS 35 line 97, and ref OF 4 line 10.
090803 -
090804 - The current agenda seems less settled than the 960326 agenda, in that
090805 - this one omits Intel.  There is room for Hatch because there is
090806 - presently no closing speaker.
090807 -
090808 - Need to coordinate brochure with Bill on Intel and Hatch.
090809 -
090810 -    [See final agenda omitting Hatch and other stuff, ref SDS 41 line
090811 -    122.]
090812 -
090813 -
0909 -
0910 -
0911 - Progress
0912 -
091201 -  ..
091202 - Advertising/Article to PMI
091203 -
091204 - Received ref DRT 1 8444 from Bill, which transmits an agenda Bill sent
091205 - to Jim Pennypacker at PMI Communications, per understandings on
091206 - 960403, ref SDS 36 0044.
091207 -
091208 - This agenda is apparently being used to prepare a brochure to
091209 - advertise the event, ref SDS 36 line 136.  It updates the agenda
091210 - received on 960326, ref SDS 34 6683 and the earlier version received
091211 - on 960307. ref SDS 26 8843
091212 -
091213 -
091214 -
091215 - Analysis
091216 -
091217 - In sum there, is a disconnect between the theme and thesis and the
091218 - agenda received today, ref DRT 1 9345. The lack of a schedule suggests
091219 - more work is underway to figure out how long people are speaking.
091220 -
091221 - This provides an opportunity to include Hatch.
091222 -
091223 - The review at ref SDS 35 0020 is modified as follows by this new
091224 - agenda:
091225 -
091226 -    Moderator
091227 -
091228 -    There is no one assigned to be the moderator.  There is nothing in
091229 -    the record showing any work has been done on this.  We can still
091230 -    let Lois do this role, and Hatch could give the keynote, which is
091231 -    the proper role for a former commander of the Corps of Engineers.
091232 -
091233 -        [Same problem in published agenda, ref SDS 41 line 135. Bill
091234 -        said he will ask about this when he talkes to Sherrill and
091235 -        Ahmet, ref SDS 42 line 154.]
091236 -
091237 -
091238 -
091239 -
091240 -    Keynote Speaker
091241 -
091242 -    Lois Zells is listed as a keynote speaker, ref DRT 1 line 71.
091243 -
091244 -        There is no overview of Ms. Zells ideas or perspective on the
091245 -        thesis.  If there is a presentation along the lines of
091246 -        Sherrill's 960304 memo to Ahmet, ref DRP 2 line 20, this could
091247 -        be adequate, per analysis at ref SDS 26 line 118.  However, it
091248 -        seems more likely given the results of discussions with other
091249 -        prospective speakers that the opening remarks will not support
091250 -        the thesis, i.e., identifying PMBOK and ISO criteria that
091251 -        support new skills to support leadership through technology.
091252 -
091253 -
091254 -    Communication: Key to Success,
091255 -    David Buonchristiani and Turner Construction
091256 -
091257 -    How communication failures often lead to misunderstandings and
091258 -    adversarial relationships. Use of effective communication tools can
091259 -    reduce risk and improve team understanding.
091260 -
091261 -        This is represented as a joint presentation, which has not been
091262 -        discussed with the speakers.
091263 -
091264 -        David Bouncristiani's scope:
091265 -
091266 -            Dialog, Documents and Human Memory, a Legal Perspective
091267 -            "There wasn't enough time to check the contract, the CPM,
091268 -            the letter, the regulation, the submittal log..."
091269 -
091270 -        ...demonstrate the fragility of human memory as a function of
091271 -        time, ref SDS 27 line 96, how poor decisions result from lack
091272 -        of time to read the record, and how using a form of concurrent
091273 -        discovery during the work, like concurrent design concepts, can
091274 -        avoid problems that result in lawsuits, ref SDS 39 line 135.
091275 -
091276 -
091277 -        The Turner scope appears in Sherrill's agenda to demonstrate
091278 -        communication tools that meet the objectives of the thesis.
091279 -
091280 -            [Confirmed at ref SDS 41 line 110.]
091281 -
091282 -        Turner does not use tools.  They use manaul methods and are
091283 -        coming to the conference to explain what they would like to
091284 -        have and hear about prospects and progress on getting the tools
091285 -        they need.  They will set up the Intel demonstration of how
091286 -        future technology can accomplish the communication requirements
091287 -        Turner describes for high risk work, ref SDS 37 line 168 and at
091288 -        ref SDS 37 line 192.
091289 -
091290 -        Actually, Turner plans to explain Expedition, ref SDS 37 line
091291 -        281, but this does not "solve" the Information Highway" problem
091292 -        of poor management that leads to the implosion of management
091293 -        via downsizing.  That requires a partnership between technology
091294 -        and leadership, whereas, Expedition is a partnership between
091295 -        technology and paper.
091296 -
091297 -
091298 -    Technology: Leadership Associate, Morris Jones
091299 -
091300 -    A roadmap of obstacles and how technology can help overcome them.
091301 -
091302 -        The title of this scope is unclear; it has no apparent meaning.
091303 -
091304 -            [See follow up at ref SDS 40 line 159 defining "leadership
091305 -            associate as Communication Manager.]
091306 -
091307 -        The description is the same as the earlier version at ref OF 4
091308 -        line 48.  The comments at ref SDS 35 line 223 on duplication
091309 -        with the opening remarks on the challenges of leadership,
091310 -        appears to be compounded in this version by following the
091311 -        presentation on technology as a double edged sword.
091312 -
091313 -        How do these "obstacles" differ from the challenges to be set
091314 -        out by Offringa, and the bad edge of the sword described by
091315 -        Wink?  What technological solutions does Morris plan to present
091316 -        in light of understandings at ref SDS 38 line 233 and ref SDS 4
091317 -        line 58, and at ref SDS 7 line 113, and ref SDS 7 line 179.
091318 -
091319 -
091320 -    The Partnership Vision - Intel Omitted from Agenda???
091321 -
091322 -    This was in the 960326 agenda at ref OF 4 line 55, and appeared to
091323 -    represent Intel's scope, per analysis at ref SDS 35 line 265.
091324 -
091325 -        This scope is not present in the current agenda.
091326 -
091327 -           [See follow up at ref SDS 40 line 173 and in final agenda
091328 -           where this is corrected, ref SDS 41 line 127.]
091329 -
091330 -        It is not clear if this is an oversight, perhaps an
091331 -        administrative snafu due to wrestling with too many papers, or
091332 -        whether it is a directed decision not to deal with future
091333 -        technology as contemplated in the theme and described in the
091334 -        thesis.
091335 -
091336 -    Ambassadors of Change, Hatch
091337 -
091338 -    This is not in the agenda, but there is no closing speaker on
091339 -    Sunday, which is when Hatch was originally solicited to speak, ref
091340 -    SDS 13 line 84, and at ref OF 2 line 281.
091341 -
091342 -    There is nothing in the current agenda that precludes this
091343 -    presentation, and it would not duplicate any existing scope.  It
091344 -    fits with the original recommendation that Hatch is an
091345 -    inspirational speaker.
091346 -
091347 -        [See follow up at ref SDS 42 line 140.]
091348 -
091349 -
091350 - PMBOK Omitted from Agenda???
091351 -
091352 - There is still nothing apparent in the agenda on using technology to
091353 - implement PMBOK and ISO requirements, nor on the new skills cited in
091354 - the thesis that are needed to make a better partnership between
091355 - leadership and technology in the future, ref SDS 35 line 124.
091356 -
091357 -
091358 -
091359 -
091360 -
091361 -
0914 -
Distribution. . . . See "CONTACTS"