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


S U M M A R Y


DIARY: January 14, 1997 09:30 AM Tuesday; Rod Welch

Received call from Bill Benkevitch re COE project status.

1...Summary/Objective
2...Communication Agent/Leadership Aide
3...PMI Dinner at Gabbiano's
4...Introductions
5...Joint Marketing


..............
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CONTACTS 

SUBJECTS
Develop Staff Communication Metrics
Benkevich, Bill
Prepared for Work
Communications & Communication Metrics
Facilitator Improves Meetings Without
Communication Agent
Scope Services Next Phase Comm Metrics

1509 -    ..
1510 - Summary/Objective
1511 -
151101 - Followed up work at ref SDS 17 line 60, ref SDS 13 line 57, 
151102 - line 66, ref SDS 11 line 98, ref SDS 7 line 48, ref SDS 1 line 74.                                                                                                                                                                                             
151104 -
151105 - Explained details of situation at COE, developed ideas for Bill to
151106 - attend PMI dinner meeting tomorrow, and introductions to some
151107 - contacts.  Bill offered background at Navy that seems to support the
151108 - need for the Communication Manager role.
151109 -
151110 - Submitted ref DIT 1 line 30 confirming these understandings, including
151111 - this record, and that for last Friday ref SDS 16 line 116, for context
151112 - and background.
151113 -
151114 -
151115 -
1512 -
1513 -
1514 - Progress
1515 -
151501 - I called Bill last night in response to his email on the status of the
151502 - COE assignment, ref DRP 3 line 19, received at ref SDS 17 line 75, and
151503 - advised the current procurement has crashed, an effort is underway to
151504 - initiate a new procurement.
151505 -
151506 - Bill called back this morning and I explained some of the details of
151507 - the COE Welch procurement that was recently rejected, ref SDS 16 line
151508 - 116.
151509 -
151510 -
151511 - Communication Agent/Leadership Aide
151512 -
151513 - Bill advised that his job in the Navy was a manual application of the
151514 - Communication Manager role we are trying to create at COE.  He
151515 - indicated the Navy experienced similar difficulties using conventional
151516 - management practice:  meetings were held without agendas, people were
151517 - unprepared, actions were not followed up, some groups and individuals
151518 - were non-responsive and/or not aggressive in performing the work, etc.
151519 - As a result the Navy created a "Communication Agent" role which Bill's
151520 - group provided, and which he rose to eventually lead.  Sounds like a
151521 - major aspect of this job was to "facilitate" meetings to improve
151522 - productivity/usefulness of meetings.
151523 -
151524 -       [See where "Communication Agent" was used in proposed scope of
151525 -       services for Communication Metrics, ref SDS 18 line 416.]
151526 -
151527 -       [See where Bill clarified Communication Agent as a construct of
151528 -       the activity they performed, and seemed to advise that the more
151529 -       common term was "Management Agent." ref SDS 19 line 119.]
151530 -
151531 - It was not clear from this discussion the level of effort applied to
151532 - managing the flow of documents relative to the dialog, thoughts and
151533 - analysis of people.  We did not discuss the idea of facilitating
151534 - meetings without speaking, which is a dimension of the effort at COE.
151535 -
151536 - Bill mentioned that the Communication Agent by default became a prime
151537 - mover in the work process, which has been an issue at COE.
151538 -
151539 - Bill advised he plans to become active in the job market after
151540 - completion of the current semester of school.
151541 -
151542 -
151543 - PMI Dinner at Gabbiano's
151544 -
151545 - I mentioned the PMI meeting tomorrow evening at Gabbiano's. Bill would
151546 - like to attend as my guest.  This provides an opportunity to network.
151547 - I exlained the event begins at 1700 with a pre-dinner speaker under
151548 - the heading of a "forum", but it is mainly used for networking --
151549 - drinks can be purchased at no-host bar. Dinner not begins oa 1930, for
151550 - another hour, during which more networking can occur.  It costs $30
151551 - for members, and a little more for non-members.
151552 -
151553 -
151554 -
151555 - Introductions
151556 -
151557 - We considered a meeting in a few days at COE.  I need to get a feel if
151558 - Max is open to this.  I submitted Bill's resume on 961219, ref SDS 9
151559 - line 105, and Max was slightly put off, but that seemed related to the
151560 - training issue.  Last week I suggested that Max consider Bill to
151561 - replace Tom Keesling for the 1 year deal where Tom is being assigned
151562 - to the business systems implementation project.  Max said that he must
151563 - draw from a pool of COE personnel to fill this assignment, so he could
151564 - regard my bringing in Bill as being pushy, even though Bill is likely
151565 - exactly what is needed for Tom's job.
151566 -
151567 -       [See follow up at ref SDS 18 line 111.]
151568 -
151569 - I can introduce also Bill to Bill DeHart at PG&E, who is thinking
151570 - about adding a Communication Manager role for the new business unit
151571 - where Bill is the lead Project Manager.
151572 -
151573 - Another idea might be for me to invite Max to the PMI dinner, and
151574 - introduce Bill Benkavitch and Max there.
151575 -
151576 -       [See follow up at ref SDS 18 line 111.]
151577 -
151578 -
151579 - Joint Marketing
151580 -
151581 - We considered some joint marketing possibilites using Bill's contacts
151582 - in the Navy and/or contractors.
151583 -
151584 - Bill seemed to indicate most of his contacts are in Washington D.C.,
151585 - San Diego, Washington state, etc.  I mentioned possibility of visiting
151586 - General Hatch (retired), now President of Fluor Daniel's Hanford
151587 - project, in Washington.  Hank needs a lot of help in the vein of
151588 - Communication Manager/Agent.
151589 -
151590 -
151591 -