CONTACTS 
0201 - Kwan Henmi                                                                                                                                                         O-00000287 0101
020101 - Mr. Denis Henmi; Executive Vice President                                                                                                                        O-00000287 0101
0202 - Kwan Henmi                                                                                                                                                         O-00000287 0501
020201 - Mr. William Long                                                                                                                                                 O-00000287 0501

SUBJECTS
Developing Leads, Design Firms
Design Professionals
Kwan Henmi, SFIA
Demo SDS via Web Site

1006 -
1006 -    ..
1007 - Summary/Objective
1008 -
100801 - Follow up ref SDS 32 0000, ref SDS 31 0000.
100802 -
100803 - Reviewed web site to explain Communication Metrics and the benefits of
100804 - "intelligence" relative to traditional documentation for improving
100805 - management and earnings.  The best place to implement this capability
100806 - is on complex projects and other settings that require regular events,
100807 - e.g., weekly staff meetings.  Immediate goal is to develop experience
100808 - showing cost savings and benefits.  This experience can be used to
100809 - formulate long-term implementation and staffing.  KH project at 3rd
100810 - and Mission may be a good place to start.  Denis and Bill will assess
100811 - rate structure.  Ferez will be contacted about scheduling presentation
100812 - for Communciation Metrics at a Thursday lucheon.
100813 -
100814 -    [On 980918 submitted notes and visited Bill. ref SDS 33 0000]
100816 -     ..
100817 -    [On 980921 called Denis. ref SDS 34 4510]
100819 -     ..
100820 -    [On 980928 met Denis and Bill. ref SDS 35 0000]
100822 -  ..
1009 -
1010 -
1011 - Progress
101201 -  ..
101202 - Communication Metrics Web Site Supports Business Intelligence Role
101203 -
101204 - Submitted ref DIT 1 0000 with links to discussion yesterday for
101205 - background and objectives. ref SDS 32 0000  The letter was not
101206 - delivered by KH email system, so we reviewed the web site to
101207 - illustrate how the Internet can be used to deliver an enhanced form of
101208 - project management, which is most easily grasped as
101209 -
101210 -
101211 -                               "intelligence"
101212 -
101213 -
101214 - ...explained in POIMS. ref OF 1 0582  This addresses problem cited in
101215 - AE on failure of technology to support engineering, on 920125.
101216 - ref SDS 1 4977
101218 -  ..
101219 - Bill feels the organization of the Communication Metrics web site
101220 - provides a consistent means for "filing" and retrieving information.
101222 -  ..
101223 - The goal is to use Communication Metrics on the Internet for design
101224 - support, per article in PMJ reviewed on 971021. ref SDS 18 5836
101225 -
101226 -     [On 980928 started work on Moscone. ref SDS 35 8526]
101227 -
101228 -     [On 981103 entered agreement to continue experimenting on Moscone
101229 -     with Communication Metrics and Internet. ref SDS 40 7595]
101231 -  ..
101232 - Denis recalled that the organization of the web site reflects the
101233 - underlying design of the SDS program, which uses chronology and
101234 - business objectives as control criteria.  The general description of
101235 - the methodology is...
101236 -
101237 -                       organic subject structure
101238 -
101239 - ...that applies library, WBS, accounting and similar organizing
101240 - systems discussed in review of Peter Drucker's book on 931130.
101241 - ref SDS 3 5977
101243 -  ..
101244 - Bill asked for an example.
101246 -  ..
101247 - Organic Subject Structure is listed on the web site as a feature of
101248 - Communication Metrics, ref OF 2 8538, linked to POIMS. ref OF 1 1110
101249 -
101250 -                http://www.welchco.com/00302.HTM#8538
101252 -  ..
101253 - There is an example of "organic subject structure" in the report
101254 - issued on 970328 by the U.S. Army Corps of Engineers, Appendix E.  It
101255 - was submitted to KH on 970421, ref SDS 15 0000, via ref DIP 8 0000
101257 -  ..
101258 - I will submit another copy of the USACE report, since Denis indicated
101259 - the initial submittal is out of the office.
101260 -
101261 -     [On 980917 delivered report to Bill. ref SDS 33 7920]
101262 -
101263 -     [On 981012 Bill requested a sample of this organizing and
101264 -     structuring method on KH Moscone III project. ref SDS 36 6480]
101265 -
101267 -  ..
101268 - Scope of Services for Communication Metrics
101269 - Complex Management Situations Require Intelligence
101270 - Intelligence Adds Value to Traditional "Documentation"
101271 -
101272 - Denis feels Communication Metrics should be explained as added value
101273 - service.  It maintains alignment with requirements to avoid rework,
101274 - save money and time, as we discussed on 951024, ref SDS 7 4436, and
101275 - researched on 951026. ref SDS 8 7773  He cited a range of consultant
101276 - services that are needed in different situations.
101278 -  ..
101279 - He indicated that large, complex projects, like SFIA (discussed on
101280 - 960911, ref SDS 10 9043) and Mission Bay (on 980902, ref SDS 28 5610),
101281 - which involve a lot of organizations, need business metrics for
101282 - communications.  Compressed work situations like fast-track projects
101283 - are very complex. When projects get into trouble, communications are
101284 - emotional and complex. All of these conditions are high risk and need
101285 - "intelligence."  ref OF 1 0582
101286 - ..
101287 - We discussed a goal to explain and demonstrate to stakeholders
101288 - through support of marketing meetings the finding by the U.S. Army
101289 - Corps of Engineers, ref DRP 4 5305, that Communication Metrics
101290 - produces daily "intelligence" that is delivered by Internet, as
101291 - described in the POIMS paper, ref OF 1 0582, which is more useful than
101292 - traditional "documentation." ref OF 1 1850 see analysis on 980405...
101293 - ref SDS 22 5065
101294 -
101295 -      [On 981103 entered agreement for KH to support this objective in
101296 -      return for reduced rate to provide Communication Metrics on
101297 -      Moscone III project. ref SDS 40 3000 and, ref SDS 40 3060]
101299 -  ..
101300 - This is a more useful application of the Internet than is presently
101301 - being considered and tried by others, as reported in the article on
101302 - 971021. ref SDS 19 7400
101304 -  ..
101305 - Intelligence discovers things that need to be scheduled as action
101306 - items that are missed by traditional management, as reported by USACE
101307 - on 961105. ref SDS 12 1220
101308 - ..
101309 - Denis cited connections in the record are helpful to understand
101310 - the history of decisions and events.  This is called "root cause
101311 - analysis" and "traceability to original sources" required by ISO
101312 - management criteria, reviewed on 950721, ref SDS 6 1740, and discussed
101313 - with Denis on 951024. ref SDS 7 3355
101315 -  ..
101316 - The Action Item system is particularly helpful on projects that are
101317 - fast-tracked, see example on 961126. ref SDS 13 0000
101319 -  ..
101320 - Denis noted that the Communication Manager should save time for the
101321 - project manager that can be used for other needs and opportunities.
101322 -
101323 -      The Communication Manager prepares drafts of letters and develops
101324 -      planning that frees up PM's time, and ensures communication is
101325 -      integrated into the information data base, as reported by the
101326 -      U.S. Army Corps of Engineers. ref DRP 4 0411
101328 -  ..
101329 - Bill asked if documents are incorporated into the Communication
101330 - Metrics data base?
101332 -  ..
101333 - We looked at the record of the discussion with Denis yesterday, and
101334 - Bill noticed we were able to access directly a variety of different
101335 - documents. ref SDS 32 0000
101337 -  ..
101338 - Many documents like contracts can be easily entered in the data base
101339 - because they are produced on a computer.  Documents on the Internet
101340 - can be easily incorporated, including email.  Documents like books and
101341 - magazines need to be scanned.
101342 - ..
101343 - Denis explained an advantage of Communication Metrics for
101344 - identifying documents and all other information with a variety of
101345 - different subjects and "keywords" for retrieval according to the
101346 - circumstances and context when information is needed.
101347 -
101348 -     [On 981012 Bill requested a sample of this organizing and
101349 -     structuring method. ref SDS 36 6480]
101351 -  ..
101352 - We recalled Denis' report on 950323 that some pilot test work using
101353 - Communication Metrics in 1994 on a Kwan Henmi project for the Port of
101354 - San Francisco was well received by the client. ref SDS 5 4241
101356 -  ..
101358 -  ..
101359 - Corps of Engineers has a scope of services for Communication Metrics
101360 - that covers all of these issues is in their report. ref DRP 4 4929
101361 -
101363 -  ..
101364 - Comm Manager Attends Major Events, Collaborates with Key People
101365 - Implementation Focuses on Communication that Impacts Project Success
101366 -
101367 - Bill asked how the Communication Manager can capture all of the daily
101368 - communication in the office and on the job?
101369 -
101370 - The goal and benefit of Communication Metrics is to generate useful
101371 - "intelligence" ref OF 1 0582  This does not require capturing every
101372 - communication.
101373 -
101374 -     [On 981106 Bill asked about this matter again.
101376 -  ..
101377 - HQ U.S. Army Corps of Engineers in Washington DC on 971202 addressed
101378 - this question. ref SDS 20 0838
101380 -  ..
101381 - We looked at the Welch web site home page for the Communication
101382 - Metrics section that discusses implementation. ref OF 2 6805
101383 -
101384 -                http://www.welchco.com/00302.HTM#6805
101386 -  ..
101387 - The San Francisco District of the U.S. Army Corps of Engineers found
101388 - that the Welch Company generated useful "intelligence" based on the
101389 - judgement of the Communication Manager in gathering information by
101390 - attending major events and collaborating with key players, as
101391 - discussed with Max Blodgett on 960105. ref SDS 9 7488
101393 -  ..
101394 - Tom Keesling can discuss his report; he may be able to attend the
101395 - luncheon presentation on Communication Metrics, which Denis suggested
101396 - yesterday, ref SDS 32 2691, or can be reached at...
101397 -
101398 -                         415 977 8473
101399 -
101400 -     ...on how critical "intelligence" is captured.
101401 - ..
101402 - Bill indicated it would be helpful to have dedicated support for
101403 - capturing the record at meetings because it is difficult for Project
101404 - Managers and other participants to do this and also engage in the
101405 - dialog.  Tom Keesling at USACE made a similar point on 960920. see the
101406 - record at ref SDS 11 4261
101407 -
101408 -
101410 -  ..
101411 - Long-term Integration into Kwan Henmi Requires Initial Experience
101412 -
101413 - There was discussion about the process, time and expense to train Kwan
101414 - Henmi staff to perform Communication Metrics.
101415 -
101416 - Bill asked how many Communication Managers are needed for a project,
101417 - what if it is a small project, how can Rod do all the work, etc?
101419 -  ..
101420 - These key questions require experience to answer.
101422 -  ..
101423 - The general procedure would be similar to allocating other resources
101424 - to projects.  One Communication Manager can handle a number of small
101425 - projects, but large projects require dedicated support, and very large
101426 - projects may require a team.
101428 -  ..
101429 - Bill recalled seeing the skill set for Communication Metrics in the
101430 - Scope of Services ref DRP 4 7402 linked into the web site...
101431 -
101432 -                http://www.welchco.com/00302.HTM#0583
101434 -  ..
101435 - He feels an organization needs redundancy so that many people can
101436 - support Communication Metrics.
101438 -  ..
101439 - Experience shows that as people gain exposure with the methodology and
101440 - the work product, they build a desire to generate their own
101441 - intelligence directly.  This leads to acquiring basic skills.
101443 -  ..
101444 - One difficulty is that managers need another block of time to perform
101445 - this work, but organizations can select people who show an interest
101446 - and aptitude for analysis, for training to provide redundant skill.
101448 -  ..
101449 - I explained my objective is to provide communication support that is
101450 - recognized as needed by the project team so that it fits existing
101451 - budgets.  This exposure will provide a base of experience for people
101452 - to recognize the larger benefits of Communication Metrics, which will
101453 - support Kwan Henmi marketing efforts for new projects as a cost saving
101454 - investment that gives Kwan Henmi a marketing advantage.
101455 -
101456 -    [On 981023 discussed with Bill Long. ref SDS 39 9768]
101457 -
101458 -
101459 -
1015 -

SUBJECTS
3rd & Mission Office Bldg

1103 -
110401 -  ..
110402 - 3rd Street Project May be Good Trial for Communication Metrics
110403 -
110404 - Bill is managing an office project on 3rd street near Mission, with a
110405 - construction value of about $80M.  It is a design-build program which
110406 - will require close-order planning and management for the first 6
110407 - months.
110409 -  ..
110410 - Bill feels this may be a good assignment to use Communication Metrics
110411 - due to the risk of complexity.
110412 - ..
110413 - Denis did some calculation to assess cost relative to KH fee
110414 - structure.
110416 -  ..
110417 - Denis and Bill will consider a rate structure they feel can be
110418 - presented to the client.
110419 -
110420 -      [On 980928 developed preliminary trial pricing for Moscone III
110421 -      project rather than 3rd and Mission. ref SDS 35 7344 and also at
110422 -      ref SDS 35 5796.]
110424 -       ..
110425 -      [On 981021 Sylvia advised that 3rd and Mission street project
110426 -      seems to be proceding. ref SDS 38 0000]
110428 -       ..
110429 -      [On 981215 project may be starting in Jan 99. ref SDS 42 7056]
110430 -
110432 -  ..
110433 - Cost, Schedule Control Need Communication Metrics
110434 - Proactive Risk Management Needs Cost, Schedule, Communication Control
110435 -
110436 - Communication Metrics is proactive management that addresses the risks
110437 - of the work, ref DRP 4 6172, similar to insurance, cost and schedule
110438 - control.
110439 -
110440 - Typically, every project has some budget allocated for risk management
110441 - in the form of cost and schedule control, as well as a contingency
110442 - account.
110443 -
110444 -      [On 980928 discussed Moscone needs CPM. ref SDS 35 2448]
110446 -  ..
110447 - The Communication Manager either creates or significantly supports
110448 - cost and schedule control, because these are key criteria in the
110449 - organic subject index.  Therefore the project contingency account and
110450 - the budget for cost and schedule control might be considered for
110451 - funding Communication Metrics on a trial basis.
110452 -
110453 -
110454 -
1105 -

SUBJECTS
Cultural Resistance
Orientation Presentations

1304 -
130501 -  ..
130502 - Luncheon Presentation for Kwan Henmi Staff
130503 -
130504 - We did not have time to visit with Ferez to schedule the presentation
130505 - of Communication Metrics for the KW staff at their weekly luncheon, as
130506 - suggested yesterday. ref SDS 32 2691
130507 -
130508 - The Welch letter submitted this morning, ref DIT 1 0000, covers this
130509 - point in the Action Items from yesterday.
130511 -  ..
130512 - There was discussion of inviting Tom Keesling at the U.S. Army Corps
130513 - of Engineers to support the presentation, so he can address some of
130514 - the questions on logistics relative to producing useful business
130515 - intelligence. ref SDS 0 6270
130516 -
130517 -      [On 980921 discussed this with Denis. ref SDS 34 4510]
130519 -       ..
130520 -      [On 981015 discussed with Ivan for Moscone. ref SDS 37 3088]
130521 -
130522 -
130523 -
1306 -