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


S U M M A R Y


DIARY: September 29, 1998 08:00 AM Tuesday; Rod Welch

Visited Ivan Romero to begin Moscone Center project for Kwan Henmi.

1...Summary/Objective
2...Obtained Documents Cited at JV Coor Meeting this Morning
3...Project Needs Professional Project Mangement Support
4...It was decided that Ivan would focus on overall management of the Kwan
5...The arrangement of the office does not permit good management of
6...KH should develop a plan showing what work will be complete by 981030,
7...Bill suggested Ivan notify Gensler that KH is adding more people to

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

1...Bill noted need to revise plan to reflect Clonia's use of Moscone II
2...Ivan asked if KH main office staff can prepare some standard details

CONTACTS 
0201 - Kwan Henmi                           415 777 4770 fax 5102
020101 - Mr. Ivan Romero, A.I.A; Project Architect
020102 - Moscone Expansion Phase III =415 433 3700
0202 - Kwan Henmi                           415 777 4770 fax 5102
020201 - Mr. Denis Henmi; Executive Vice President
020202 - Mr. William Long
0203 - Gensler                              415 433 3700 fax 627 3700
020301 - Ms. Clonia Cautis, A.I.A.
020302 - Project Director/Manager
020303 - Moscone Expansion Phase III =415 433 3700
0204 - Michael Willis & Associates          415 957 2750
020401 - Mr. Steven Hergert, A.I.A.; Architect
020402 - Moscone Expansion Phase III =415 433 3700

SUBJECTS
Design Professionals
Administration
Management Plan
Facilities

0606 -    ..
0607 - Summary/Objective
0608 -
060801 - Follow up ref SDS 5 0000, ref SDS 4 0000.
060802 -
060803 - Met Ivan, Steve and Clonia.  Got some preliminary documents to prepare
060804 - for JV meeting reported separately.  After the JV meeting reviewed
060805 - ideas for enhancing KH managment posture; discussed with Denis and
060806 - Bill in the afternoon.  Bill will submit revised management plan to
060807 - reflect new list of tasks to accomplish 50% design based on results of
060808 - meeting this morning to use Moscone II plans a prototype. KH main
060809 - office can prepare some details from Moscone II plans to be used on
060810 - Moscone III.
060811 -
060812 -
060813 -
060814 -
060815 -
0609 -
0610 -
0611 - Progress
0612 -
061201 - Introduced myself.  Ivan introduced me to Steve with Michael Willis
061202 - Associates.
061203 -
061204 - The office is quite cramped with approximately 10 work stations, 5 on
061205 - each side of the room.  Clonia's desk, who is Gensler's project
061206 - architect, is at the end of the room next to the conference table.
061207 - There is no opportunity for Ivan to communicate with his staff and
061208 - interact with Willis, without disturbing Clonia's work.
061209 - ..
061210 - Steve said that he feels the meeting notes should be a common
061211 - effort for both Kwan Henmi and Willis, per Ivan's comment in the
061212 - discussion yesterday. ref SDS 5 8482
061213 -
061214 -     [On 981001 Steven indicates he does not want Communication Metrics
061215 -     support. ref SDS 8 2040]
061216 -
061217 - Met Clonia.  She did not seem happy about my presence.
061218 -
061219 - There was discussion about cancelling the meeting this morning. Clonia
061220 - felt it would be helpful to meet on schedule status, but that only
061221 - she, Steve and Ivan needed to be included, rather than a larger staff
061222 - meeting.
061223 -
061224 -
061225 - Ivan provided some background documents...
061226 -
061227 -    1.  Meeting #62 on 980923
061228 -        Mechancial Coordination
061229 -        Prepared by Ivan Romero
061230 -
061231 -    2.  Project Team Directory
061232 -
061233 -        Executive Architect - Gensler
061234 -
061235 -        Prime Associate Architect
061236 -        Shell and Core
061237 -        Michael Willis & Associates
061238 -
061239 -        Prime Associate Architect
061240 -        Interiors
061241 -        Kwan Henmi Architects
061242 -
061243 -
061244 - I reviewed these materials while Ivan prepared for the meeting at
061245 - 0900.
061246 -
061247 -     We have names and addresses, but there are no email addresses.
061248 -
061249 - For approximately 30 minutes until the meeting started, Clonia visited
061250 - with Steve and other architect team members about various matters.
061251 -
061252 -
061253 -
061254 -  ..
061255 - Obtained Documents Cited at JV Coor Meeting this Morning
061256 -
061257 - After the JV Coordination meeting, I asked Bill for copies of the
061258 - documents Clonia cited at the meeting as requiring attention by Kwan
061259 - Henmi. ref SDS 6 8392
061260 -
061261 - Ivan provided copies of the documents.
061262 -
061263 -      [On 981002 received these documents as computer files so they can
061264 -      be integrated into the record and analysed for making work plan
061265 -      assignments. ref SDS 9 4779]
061266 -
061267 -      [On 981012 returned documents to Ivan. ref SDS 12 8760]
061268 -
061269 -
061270 -
061271 - Project Needs Professional Project Mangement Support
061272 -
061273 - After the meeting at 0900 with Clonia and Willis, ref SDS 6 0000, I
061274 - asked Ivan if we could meet privately.
061275 -
061276 - He took me into the hallway and said there is no private meeting place
061277 - for Kwan Henmi apart from the conference table which is a few feet
061278 - away from Clonia's desk.
061279 - ..
061280 - I asked if he feels there is information he needs that is
061281 - holding him up, per meeting yesterday. ref SDS 5 8151
061282 -
061283 - Ivan does not feel this is a problem, but that may reflect that he has
061284 - only been on the job for a few weeks.
061285 - ..
061286 - He feels the main problem is lack of people to do the work.
061287 - ..
061288 - Ivan related a meeting last week or some other approxmiate time
061289 - which was attended by Art Gensler.
061290 -
061291 - It was decided that Ivan would focus on overall management of the Kwan
061292 - Henmi team as Project Architect.  The aim was to afford Ivan time for
061293 - planning and directing the work of the design team, and to communicate
061294 - with Clonia, including expediting the various Action Items she
061295 - identifies day-to-day, approximately 72 from meeting this morning. see
061296 - ref SDS 6 3099
061297 -
061298 - Ivan said this strategic plan has not worked out because he has to
061299 - perform design work due to lack of staffing.
061300 -
061301 -    [On 981002 need more time to prepare work plans. ref SDS 10 2112]
061302 - ..
061303 - The arrangement of the office does not permit good management of
061304 - Kwan Henmi staff, because there is no opportunity for private dialog
061305 - to explore options, formulate plans and give directions.
061306 -
061307 - KH should develop a plan showing what work will be complete by 981030,
061308 - when 50% will be accomplished, and how KH plans to bring the project
061309 - back on schedule.
061310 -
061311 -    A key part of this is to get control of the work to be performed.
061312 -
061313 -    What needs to be done and who is going to do it -- particularly the
061314 -    72 action items in Gensler memos, per meeting this morning. see the
061315 -    record at ref SDS 6 3099
061316 -
061317 -    A means is needed to review and integrate into the work flow the
061318 -    Action Items developed day-to-day.
061319 -
061320 - Ivan asked me to discuss these points with Denis and Bill.
061321 -
061322 -    [See discussion below. ref SDS 0 7533]
061323 -
061324 -    [On 980930 Ivan wants to pursue a solution. ref SDS 7 0560]
061325 -
061326 -    [On 980930 submitted draft idea to Denis/Bill. ref SDS 7 3280]
061327 -
061328 -    [On 981001 discussed with Ivan. ref SDS 8 2945]
061329 -
061330 -    [On 981001 discussed with Denis. ref SDS 8 4817]
061331 -
061332 -
061333 -
0614 -
0615 -
0616 - 1305 called Denis
0617 -
061701 - Discussed points Ivan asked me to raise. ref SDS 0 4374
061702 -
061703 - Denis said Bill is preparing a project management plan to address
061704 - Ivan's role, and define 50% complete program, which will address
061705 - Clonia's concern at the meeting this morning. ref SDS 6 3099
061706 -
061707 - Considered that KH propose separating Clonia from the design team so
061708 - they can concentrate on detailed planning and performing the work, and
061709 - she can focus on results and larger planning and coordination issues
061710 - with Steve and Ivan.
061711 -
061712 - Denis recalled that Clonia requested that Kwan Henmi and Michael
061713 - Willis take notes at meetings, which is why Welch was hired.  This
061714 - relates to Clonia's comments at the JV meeting this morning. ref SDS 6
061715 - 7930
061716 -
061717 - Denis visited Gensler's project office for the first time only a week
061718 - or so ago and felt it needed better organization, so adding more
061719 - people will increase congestion.
061720 -
061721 - He understands there is a conference room on another floor where Kwan
061722 - Henmi staff can meet.
061723 -
061724 - Seems like prescious time may be lost moving to another floor for
061725 - coordinating the work in private.
061726 -
061727 - We will try to meet this afternoon with Bill Long about the Project
061728 - Management Plan.
061729 - ..
061730 - We decided that Welch meeting notes will be produced as Kwan
061731 - Henmi work product using Ivan's name.
061732 -
061733 - A draft will be provided for review by Steve and Ivan, and to get any
061734 - feedback from them prior to publishing the notes generally.
061735 -
061736 -
061737 -
061738 -  ..
0618 -
0619 -
0620 - 1530 visited Denis and Bill
0621 -
062101 - Ivan called and participated in the discussion.
062102 -
062103 - We reviewed the points Ivan raised after the meeting this morning. see
062104 - ref SDS 0 4374
062105 -
062106 - Denis advised there have been discussions previously on changing the
062107 - arrangements of management staff, per ideas developed with Ivan above.
062108 - ref SDS 0 7840  These alternate arrangements have been resisted by
062109 - Clonia.
062110 -
062111 - Bill suggested Ivan notify Gensler that KH is adding more people to
062112 - improve production of design drawings.  This will exceed the capacity
062113 - of the room, as discussed at the JV meeting this morning, ref SDS 6
062114 - 5325, so it may be useful to move Clonia, Ivan and Steve to separate
062115 - offices.
062116 -
062117 -      [On 980930 developed draft to notify Gensler about this issue.
062118 -      ref SDS 7 3280]
062119 -
062120 - This would also improve communication among the KH team.
062121 -
062122 - Bill submitted initial draft of KH management plan for accomplishing
062123 - 50% design based on prior meeting with Art Gensler and Clonia.  There
062124 - was consideration of adding request for follow up meeting to get
062125 - feedback from principals which would afford opportunity to encourage
062126 - changing the space allocations so that Clonia, Ivan and Steve are more
062127 - productive as leaders, per Art's original suggestion cited by Ivan.
062128 - ref SDS 0 4374
062129 -
062130 - Bill noted need to revise plan to reflect Clonia's use of Moscone II
062131 - plans, and request for list of specific plans that will be updated for
062132 - 50% completion package, in the meeting this morning. ref SDS 6 6240
062133 -
062134 - Denis indicated that the project will continue to be hectic for a few
062135 - weeks while new staff and procedures are developed and begin
062136 - contributing at full force.
062137 - ..
062138 - There was a question if KH is prepared for the meeting tomorrow,
062139 - in light of Ivan's focus on action items from the meeting today?
062140 -
062141 - Ivan indicated there is no need for the meeting tomorrow. Further
062142 - discussion indicated the meeting will likely occur.
062143 -
062144 -    [On 980930 meeting was cancelled next day. ref SDS 7 6382]
062145 -
062146 - Considered the need to show in the record where the Action Items
062147 - presented by Gensler have been performed. Bill indicated it is not a
062148 - standard practice for architects to associate the source of
062149 - information with particular plan details in the CAD file.
062150 -
062151 - The SDS record can capture this record, provided there is cooperation
062152 - from parties.
062153 -
062154 - Denis reviewed meeting note procedures with Ivan, considered earlier
062155 - this afternoon. ref SDS 0 6150
062156 -
062157 - Ivan asked if KH main office staff can prepare some standard details
062158 - from the Moscone II plans, which are to be applied on Moscone III, per
062159 - discussion with Clonia this morning at JV meeting. ref SDS 6 6570
062160 -
062161 - Denis suggested I coordinate with Ivan and the team secretary to get
062162 - copies of documents in computer file format so we can get a
062163 - comprehensive list of what needs to be done.
062164 -
062165 -     [On 981002 did this. ref SDS 10 1792]
062166 -
062167 -  ..
062168 -
062169 - Discussed Bill attending next JV coordination meeting to support Ivan
062170 - through period of staffing up.
062171 -
062172 - Denis noted the advantage of simply having more numbers improves the
062173 - balance in otherwise one-sided meetings.
062174 -
062175 -    [On 980930 discussed this again. ref SDS 7 7182]
062176 -
062177 -    [On 981006 discussed project staffing with Bill. ref SDS 11 7280]
062178 -
062179 -
062180 -
062181 -
062182 -
062183 -
062184 -
062185 -
0622 -
0623 -
Distribution. . . . See "CONTACTS"