CONTACTS 
0201 - PG&E Grid Customer Services                                                                                                                                        O-00000642 0201
020101 - Mr. Bill DeHart, PMP
020102 - Project Manager
0202 - PMI - N. Calif Chapter                                                                                                                                             O-00000259 0305
020201 - Ms. Jill Harrington  PMP; President
0203 - Saxon-Hamilton                                                                                                                                                     O-00000013 0201
020301 - Mr. Roger C. Bush;

SUBJECTS
Monthly Meetings, Newsletter
Scitor Unviels Powerful New PM Tools
Jill Harrington Opens PMI Season; Theme:
Volunteers Outstanding Response; Lot's to
News Group Launched on World Wide Web
Roger Bush conducts "Town Hall" Meeting,

1508 -
1508 -    ..
1509 - Summary/Objective
1510 -
151001 - Follow up ref SDS 39 0000, ref SDS 36 0000.
151002 -
151003 - Bill said Jill Harrington approved the article for her and that she
151004 - liked the article on Roger's presentation.  Bill said he liked the
151005 - article on Roger's presentation, as well.  He got a call from Roger
151006 - who said he did not like the article and that he would submit edits.
151007 - Sent Roger an apology for not doing an article that meets his
151008 - approval.  Got response from Max Wideman saying he liked the article.
151009 - Late in the evening received a re-write from Roger.  He wants a
151010 - summary rather than a report or editorial.  Talked to Bill and
151011 - suggested he ask Roger about running his re-write as his summary, and
151012 - we will run the report as an editorial.
151013 -
151014 -
151016 -  ..
1511 -
1512 -
1513 - Progress
1514 -
151401 - Bill said he got the articles and liked them.
151402 -
151403 -      Scitor Unviels Powerful New PM Tools ref OF 1 line 5.
151404 -
151405 -          Bill has not received any comments from Todd to the article I
151406 -          sent via ref DIP 3 line 24.
151407 -
151408 -          Bill plans to run the article as written.
151410 -       ..
151411 -      Jill Harrington Opens PMI Season; Theme:  Vision to Results
151412 -      ref OF 2 line 8.
151413 -
151414 -          Bill said Jill called him and said she could not read the
151415 -          Word file I sent, via ref DIP 4 line 24, to her at Pac Bell
151416 -          which included the article for Roger Bush, ref OF 5 line 8,
151417 -          and the article on Volunteering, ref OF 3 line 7.
151419 -           ..
151420 -          Bill said he printed these articles and faxed them to Jill
151421 -          for review.
151423 -           ..
151424 -          Bill said in a later discussion this evening that Jill said
151425 -          she liked the article for her and the one for Roger. Jill had
151426 -          only only one edit for the article on her that corrected Judy
151427 -          Painter's title.
151428 -
151430 -       ..
151431 -      Volunteers Outstanding Response; Lot's to Do This Year ref OF 3
151432 -      line 11.
151433 -
151434 -          Bill said Jill liked this article submitted via ref DIP 4
151435 -          line 24.
151436 -
151438 -       ..
151439 -      Roger Bush conducts "Town Hall" Meeting, shows.., Winning People
151440 -      Over is a Two-way Process:  "Communication" ref OF 5 line 15.
151441 -
151442 -          I asked Bill what he thought of this article?
151443 -
151444 -          Bill said he liked it.
151446 -           ..
151447 -          He advised of having received a call from Roger Bush.  Roger
151448 -          said he received the article, ref OF 5 line 8, submitted via
151449 -          ref DIP 5 line 24 at ref SDS 39 line 168.
151451 -           ..
151452 -          Bill said Roger did not like the article because he felt it
151453 -          had editorial comment and it did not reflect what he said.
151454 -          Bill understands that Roger plans to submit a re-write for
151455 -          the article.
151456 -
151457 -          Bill did not cite any particular error or omission that Roger
151458 -          complained was in the article.
151460 -           ..
151461 -          Received alternate article for a speaker's summary from Roger
151462 -          at ref DRT 2 line 27.  It is analysed below, and discussed
151463 -          with Bill DeHart at the bottom of this record.
151464 -
151465 -              [See response at ref SDS 43 0087.]
151467 -  ..
1515 -
1516 -
1517 - Analysis
1518 -
151801 - A report is not a transcript that contains everything a speaker says.
151802 - or wished he had said.  Reporting is an objective expression of what
151803 - is said that is important to readers: who, what, when, where, why, so
151804 - what.
151806 -  ..
151807 - Reporting presents what is said in the context of the subject, here
151808 - Project Management.  The goal of the Newsletter is to correlate what
151809 - speakers say with the PMBOK and with related information on
151810 - professional development so that membership is provided context that
151811 - reflects the "alignment" that Roger said is important for effective
151812 - communication, ref SDS 36 line 405.
151814 -  ..
151815 - Normally, it is not good editorial policy to publish as a "report" on
151816 - a speaking engangement, material written by the speaker.  It removes
151817 - objectivity that is the essence of "reporting."  I don't have any
151818 - trouble with Roger revising the piece in this case, since it will help
151819 - convey what he wants to convey.  Roger is a professional and a strong
151820 - supporter of the PMI Chapter.
151821 -
151822 -
151824 -  ..
1519 -
1520 -
1521 - 1026 called Roger
1522 -
152201 - Left message of Bill's call that Roger has some edits.  Asked Roger
152202 - to advise of his edits.
152203 -
152205 -  ..
1523 -
1524 -
1525 - 1442
1526 -
152601 - Received letter from Max Wideman commenting on the article for Roger
152602 - which I sent to him on Monday, ref SDS 39 line 179, and ref SDS 40
152603 - line 85, via my letter, ref DIP 1 line 28.
152604 -
152605 - Max said it is a good article, ref DRT 1 line 28.  He cites the
152606 - following "traps."
152607 -
152609 -        ..
152610 -       Communication Key Factor in Project Management
152611 -
152612 -       Max makes this point at ref DRT 1 line 44, supporting findings
152613 -       in recent professional articles, ref SDS 33 line 782.
152614 -
152616 -        ..
152617 -       PMBOK Flawed on Information Flow
152618 -
152619 -       Max recognizes it is good PR to mention the PMBOK, but cautions
152620 -       against blind adherence because he feels its treatment of
152621 -       information flow is inadequate, ref DRT 1 line 52.
152622 -
152623 -       I wonder if Max had a chance to examine the particular sections
152624 -       cited later in the article, which are the object of this general
152625 -       reference, as to whether those provisions are flawed, ref DRT 1
152626 -       line 92.
152627 -
152629 -        ..
152630 -       Alignment Tests Conduct, Planning and Guidelines
152631 -
152632 -       I develop a response sent to Roger Bush with a copy to Max
152633 -       explaining that a continual process of alignment is a continual
152634 -       learning process that tests planning, conduct against guidelines
152635 -       and it tests guidelines against the guidelines against real-life
152636 -       experience, ref DIT 2 line 107.
152637 -
152639 -        ..
152640 -       Alignment Builds Trust
152641 -
152642 -       Max asks if aligning conduct with goals, requirements, policies,
152643 -       prior commitments, regulations and a huge array of dynamic
152644 -       constraints in the business environment, results in a "false
152645 -       foundation" if these elements are misleading, misunderstood, or
152646 -       just plain wrong? ref DRT 1 line 69.
152648 -        ..
152649 -       I explain why alignment is the basis for "trust" citing the
152650 -       objective to avoid over reliance on talk, because "talk is
152651 -       cheap," at ref DIT 2 line 145, per analysis of Stephen Covey's
152652 -       book "7 Habits of ..." ref SDS 1 line 424.
152653 -
152655 -        ..
152656 -       Honesty, Integrity, Listening Build Trust
152657 -
152658 -       Max cites, honesty and integrity as the basis of trust, ref DRT
152659 -       1 line 85.
152660 -
152661 -       He says being a good listener is important, ref DRT 1 line 86.
152662 -
152664 -        ..
152665 -       Alignment Establishes Honesty, Integrity, Nobody's Listening
152666 -
152667 -       I cite Max's formulation as reminiscent of Joel Koppleman's
152668 -       tirade against his project managers, ref SDS 5 line 390.
152669 -
152670 -       Explain an alternative concept of listening at ref DIT 2 line
152671 -       173.
152672 -
152674 -        ..
152675 -       Max is an Evangelist
152676 -
152677 -       Max says he is not an evalgilist, ref DRT 1 line 96, which is
152678 -       attributed to Roger in the article at ref OF 5 line 41.
152679 -
152680 -       I respond that Max seems to me to posses the qualities often
152681 -       associated with evangilism, ref DIT 2 line 214.
152682 -
152684 -        ..
152685 -       Information Highway Creates Bubble Effect
152686 -
152687 -       Max like this metaphore, ref DRT 1 line 106.
152688 -
152690 -        ..
152691 -       Who Has Time for Analysis?
152692 -
152693 -       Max seems to agree with the need for analysis, ref DRT 1 line
152694 -       117.  He offers the steps that comprise good analysis, including
152695 -       allowing initial work to rest before submission, so that the
152696 -       subconscious mind can consider, ref DRT 1 line 117.
152698 -        ..
152699 -       I observe in response that the question is not how to analyse,
152700 -       but who has the time in light of Roger's report that nobody has
152701 -       time to think, ref DIT 2 line 251.
152703 -        ..
152704 -       I cite the explanation of how the subsconscious is reflected as
152705 -       the "warm fuzzy feeling" that is the basis for most decisions,
152706 -       which is in the NWO paper, ref OF 7 line 249.
152707 -
152708 -
152709 -
152711 -  ..
1528 -
1529 -
1530 - 1113 letter to Roger
1531 -
153101 - Submitted a letter even though I have not heard from Roger and may
153102 - have overblown the concern he expressed to Bill.
153103 -
153104 - Prepared ref DIT 1 line 30 expressing awareness of the concerns Roger
153105 - related to Bill, per the record above.  I offer to help Roger develop
153106 - an article he is comfortable with.
153107 -
153108 -     [Roger responds below.]
153110 -  ..
153111 - Included Tom Keesling's letter at ref DIT 1 line 108, that cites
153112 - Roger's good work with the Corps, ref DRP 1 line 24, received at
153113 - ref SDS 42 line 73.  I mentioned Tom's correlation of the article with
153114 - the communication needs in the Corps, ref DIT 1 line 61, per our
153115 - telecon yesterday, ref SDS 42 line 87.  I gave Tom's phone number, so
153116 - Roger can check with Tom, ref DIT 1 line 63.
153118 -  ..
153119 - Cited Bill's appreciation for the article, per telecon above, ref DIT
153120 - 1 line 53.
153122 -  ..
153123 - Cited at ref DIT 1 line 48, Max Wideman's letter finding the article
153124 - was "good." ref DRT 1 line 28, and said I will forward Max's comments
153125 - to Roger separately.
153126 -
153127 -     This is done below.
153129 -  ..
153130 - Cited research with Dale Ames at Van Kasper, ref SDS 41 line 107,
153131 - cooborating Roger's observation cited in the article about an
153132 - executive at a financial institution not having enough time to think,
153133 - ref OF 5 line 60.  I gave Dale's phone number so Roger can check this
153134 - point, ref DIT 1 line 43.
153135 -
153137 -  ..
1532 -
1533 -
1534 - 1422 submitted Max's Comments to Roger
1535 -
153501 - Prepared ref DIT 2 line 30 transmitting Max Wideman's comments,
153502 - ref DRT 1 line 25, per my earlier letter to Roger, ref DIT 1 line 51.
153504 -  ..
153505 - This letter includes some of the analysis of Max's letter shown above.
153506 -
153508 -  ..
1536 -
1537 -
1538 - 1750 Notes to Max
1539 -
153901 - Later this afternoon, I completed analysis of Max's letter, per above,
153902 - and so send him another and separate reply, ref DIT 3 line 30.
153904 -  ..
153905 - Sent a copy to Bill but not to Roger, because he is probably too
153906 - busy.
153907 -
153908 -
153910 -  ..
1540 -
1541 -
1542 - 2103 received Roger's edits
1543 -
154301 - Is There Enough Time to Understand Roger and Win Him Over?
154302 -
154303 - Roger provides a good summary, rather than a "report" that gives
154304 - context and meaning.  It illustrates that good reporting, like good
154305 - communicating, is hard work that requires good faith efforts to work
154306 - through differences in perspective about what is "important" and what
154307 - will be effective.  So, here we have an object lesson, case study in a
154308 - key dimension of management, communication and leadership, not
154309 - necessarily in that order.
154310 -
154311 -      [See letter to Roger at ref SDS 43 1365.]
154313 -  ..
154314 - Is there enough time for people to "listen," consider the alternatives
154315 - and examine the research in order to be "won over"?   Roger said at
154316 - the PMI event that a customer said she did not have enough time to
154317 - think, so they hired Roger, ref SDS 36 3479.  Does Roger have enough
154318 - time to think about this, if he is doing the thinking for his
154319 - customer?
154321 -  ..
154322 - Do we opt for "control" or do we facilitate accomodation?
154324 -  ..
154325 - Do we have time to understand Roger's point of view in order to win
154326 - him over?  Does Roger have enough time to consider other ideas so that
154327 - he can be "won over" in the manner he advocates.  Is there enough time
154328 - to implement Roger's prescriptions at the meeting, or should we opt
154329 - for force majure leadership?
154330 -
154331 -      [See letter to Roger at ref SDS 43 0087.]
154332 -
154333 -
154335 -  ..
154336 - Article with Editorial Analysis Objections Roger Wants Summary
154337 -
154338 - Roger said that the article on his presentation to the PMI dinner
154339 - meeting on 970910, ref OF 5 0001, which was prepared on 970915,
154340 - ref SDS 39 EW4J, and then submitted to Roger via ref DIP 5 0001 comes
154341 - across more as an editorial, than as a summary. ref DRT 2 0001
154343 -  ..
154344 - Objection to editorial analysis reflects aversion to mechanized
154345 - thinking for improving accuracy of communication, reported on 950517.
154346 - ref SDS 6 8849
154348 -  ..
154349 - While many have reported that analysis in the article is useful, per
154350 - above, ref SDS 0 016Y and ref SDS 0 0R7Q, however, Roger wants the
154351 - Newsletter to present only a summary of what he said, rather than
154352 - analyse meaning and application with editorial context. ref DRT 2 0001
154353 - Drucker describes analysis as the core management practice that drives
154354 - civilization, reported on 931130. ref SDS 3 7911
154355 -
154356 -        [On 991108 research on the history of writing shows that
154357 -        beginning in about 700 BC alphabet technology was used only to
154358 -        transcribe what was said, as Roger calls out today; 300 years
154359 -        later in about 400 BC Thucydides is attributed with adding
154360 -        analysis for deeper understanding of context. ref SDS 44 7048
154362 -         ..
154363 -        [On 991209 literacy to augment innate memory for better
154364 -        accuracy has been controversial since the time of Plato in 400
154365 -        BC. ref SDS 45 5658
154367 -  ..
154368 - Roger does not say the Newsletter should not also editorialize, so
154369 - this may provide a basis to run two pieces.
154370 -
154371 -
154373 -  ..
154374 - Roger Does Not Cite Errors/Omissions in Article on PMI Presentation
154375 -
154376 - Roger does not say there are any factual errors in the original piece,
154377 - ref OF 5 line 8.
154379 -  ..
154380 - Article in the Newsletter on a presentation he gave last year was
154381 - inaccurate, silly and wrong. ref DRT 2 VPSV
154383 -  ..
154384 - Roger received the article prior to publication in order to avoid
154385 - errors by obtaining feedback, per Roger's presentation on 970910
154386 - explaining that feedback supports accuracy and that accuracy builds
154387 - trust. ref SDS 36 0674
154389 -  ..
154390 - He does not say the original report on his presentation has any
154391 - defects.  For example the report says Roger displayed the wit and
154392 - charm of Phil Donahue, a leading broadcast personality, and the
154393 - expertise of Peter Drucker, a recognized management expert, reviewed
154394 - on 931130. ref SDS 2 0001  Roger does not maintain in his criticism
154395 - today that these representations were inaccurate, silly or wrong?  Of
154396 - course he may have exercised restraint to avoid causing hurt feelings,
154397 - which he says is not his intention. ref DRT 2 VPSV
154398 -
154399 -
154401 -  ..
154402 - Roger Keeps Title and Opening Para
154403 -
154404 - He seems to feel the title is okay that says he conducted a town hall
154405 - meeting, and that he did a good job as a speaker, ref DRT 2 line 55.
154407 -  ..
154408 - The Town Hall meeting metaphor was formulated to show the importance
154409 - of communication as a two-way process that requires feedback,
154410 - ref OF 5 line 38.  Roger's alternate version does not convey the
154411 - excitement of the "Townhall" concept, nor does it give any importance
154412 - to "feedback" to illustrate any particular point.
154414 -  ..
154415 - For Roger to issue the summary, he may want to omit/revise the first
154416 - paragraph.  Does he have time to do this?
154418 -  ..
154419 - The title and the opening paragraph, likely work better in a regular
154420 - report/editorial.
154422 -  ..
154423 - One solution would be for Roger's summary to simply be titled:
154424 -
154425 -                       Winning People Over
154426 -                       A Two-Way Process Called "Communication"
154428 -  ..
154429 - The editorial can be titled:
154430 -
154431 -          Roger Bush conducts "Town Hall" Meeting...
154432 -
154433 -
154435 -  ..
154436 - Context and Alignment Omitted
154437 -
154438 - Roger omits the alignment of his remarks on communication with those
154439 - of Ray Levitt last year on a related topic, ref OF 5 line 13.  This
154440 - removes awareness of complimentary ideas, i.e., context, that supports
154441 - knowledge growth.
154443 -  ..
154444 - The role of PMI and the Newsletter is to bring forward how methods and
154445 - practices advocated by speakers support or conflict with relevant
154446 - history and sources, in order to aid the membership in identifying
154447 - best practices.  Members are unable to do this on their own because
154448 - they are too busy to do research.  They expect the editors to provide
154449 - context and meaning.
154451 -  ..
154452 - There is no mention in Roger's article of any alignment or conflict
154453 - with respect to the PMBOK, which is in the original article at ref OF
154454 - 5 line 19, ref OF 5 line 39 and ref OF 5 line 76.  Under Roger's
154455 - article the members are not challenged to examine professional
154456 - guidance on best practices.
154458 -  ..
154459 - There is no alignment in Roger's draft with the context of information
154460 - overload, ref SDS 36 line 436.  He keeps this point, ref DRT 2 line
154461 - 100. but omits reference to the financial management firm Roger cited
154462 - in his oral remarks that illustrate the problem, ref SDS 36 line 439
154463 - which is in the original version, ref OF 5 line 57.  Roger does not
154464 - provide alignment with other reports on the same problem, nor give the
154465 - reader any context as to the severity and impact of the problem, which
154466 - was in the original piece, ref OF 5 line 62, per the analysis at ref
154467 - SDS 33 line 449.
154468 -
154469 -
154471 -  ..
154472 - Trust and Accuracy Omitted From Roger's Summary
154473 -
154474 - The original piece noted Roger's presentation remarks on building
154475 - trust by accurately aligning goals and understandings with a wide
154476 - spectrum of sources, ref OF 5 line 26, which reflects Rogers outline
154477 - on page 6, ref DRP 3 line 103, as well as his remarks, ref SDS 36 line
154478 - 405.
154479 -
154480 -
154482 -  ..
154483 - Feedback and Accuracy Omitted
154484 -
154485 - Roger does not associate "feedback" with accuracy and trust, as is
154486 - done in the original version, ref OF 5 line 32, per the record at ref
154487 - SDS 33 line 415.
154488 -
154489 - Roger says in his re-write that it a good idea to let others know that
154490 - you're always interested in their feedback.  This sets up valuable
154491 - communication lines that can give ref DRT 2 line 120.
154492 -
154493 -     This expression does not tie "feedback" with accuracy and trust,
154494 -     nor does it explain the challenge of getting feedback, due to the
154495 -     shortage of time, which is in the original piece, ref OF 5 line
154496 -     30.
154498 -      ..
154499 -     There is no explanation of various forms of "feedback" which
154500 -     leaves the impression that Roger may have in mind only the
154501 -     initial, time-now, reflexive response of dialog.  What about the
154502 -     role of feedback to verify and maintain understandings over-time?
154504 -      ..
154505 -     Feedback is presented as an option of the listener.  What about an
154506 -     option of everyone present, and isn't it essential to learn what
154507 -     people think.
154508 -
154509 -
154511 -  ..
154512 - Impact of Limited Time on Effective Communication Omitted
154513 -
154514 - The reference to the financial management executive saying they have
154515 - so many meetings they do not have time to think, ref SDS 36 line 444,
154516 - which is reported in the original material, ref OF 5 line 60, is
154517 - omitted in Roger's summary.
154519 -  ..
154520 - This denies readers the opportunity of weighing the ability to apply
154521 - the steps Roger submits in order to Win People Over.  How practical
154522 - are steps if there is not enough time to think?
154523 -
154524 -
154526 -  ..
154527 - New Work Role and Practices to Redress Limited Time Problem, Omitted
154528 -
154529 - Roger does not mention in his re-write this question which was asked
154530 - during his remarks related to his customer who hired Roger because she
154531 - did not have time to think, ref SDS 36 line 464.
154532 -
154533 -
154535 -  ..
154536 - Other Person's Point of View Emphasized as Common Sense
154537 -
154538 - Roger makes this point 8 times at:
154539 -
154540 -     ...realize that the other person has his/her own point of view,
154541 -     ref DRT 2 line 61,
154542 -
154543 -     ... communications begin [from] ...other person's values, thinks,
154544 -     cares, ... perceives as vital .... ref DRT 2
154545 -     line 63,
154547 -          ..
154548 -     ... understand where they're coming from... really cares about,
154549 -     ref DRT 2 line 70,
154551 -          ..
154552 -     ... understanding ...other person's point of view, ref DRT 2 line
154553 -     88,
154555 -          ..
154556 -     ... cares about ...[other person's] perspective, ref DRT 2 line
154557 -     94,
154559 -          ..
154560 -     ... learn what the other person cares about, ref DRT 2 line 109,
154561 -
154562 -     ...[ask] where someone stands on a subject, ref DRT 2 line 114,
154563 -
154564 -     ... let others know that you're always interested in their
154565 -     feedback. ref DRT 2 line 120.
154567 -  ..
154568 - Repetition of course is helpful to reinforce learning new ideas, per
154569 - the recent article on the impact of time on absorbing new skills, ref
154570 - SDS 31 line 78.
154572 -  ..
154573 - But Roger says the communication method of getting the other person's
154574 - point of view is based on common sense, ref DRT 2 line 106. Therefore,
154575 - do commonly known practices require quite so much repetition that
154576 - crowds out discussion on other dimensions of the communication
154577 - connundrum?  Might there be some contextual and supportive aspects of
154578 - communication that could be mentioned to advantage?
154579 -
154580 -
154582 -  ..
154583 - Communication, Intermediate Heading Redundant
154584 -
154585 - Roger eliminates the heading about Not Enough Time to Think, ref OF 5
154586 - line 49, which is consistent with his decision to omit this part of
154587 - his presentation and the question that arose in connection with it.
154588 -
154589 - He replaces the original with the sub-heading: "Communication," ref
154590 - DRT 2 line 98,  What does this heading mean in relation to the main
154591 - title of the piece which already includes "Communication".  What new
154592 - slant, explansion, or clarification is added by this sub-title?
154593 -
154594 -
154595 -
154597 -  ..
1546 -
1547 -
1548 - 2203 called Bill
1549 -
154901 - Discussed proposing to Roger that we run his submission as a
154902 -
154903 -                Speaker's Summary by Rober Bush
154905 -  ..
154906 - Bill feels the article I did should also be published in light of
154907 - Jill's review that it accurately the presentation and offers important
154908 - correlations.
154910 -  ..
154911 - I suggested it could be run as an editorial, since that is Roger's
154912 - characterization, ref DRT 2 line 28.
154914 -  ..
154915 - Bill will call Roger tomorrow and discuss this with him.
154917 -  ..
154918 - I advised that if Roger objects to the editorial, I do not have mind
154919 - that the piece is not published in the Newsletter.  Roger is an
154920 - important part of the Chapter, so there is no point in alienating him
154921 - if we cannot win him over.
154922 -
154923 -
154924 -
1550 -