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


S U M M A R Y


DIARY: October 12, 1998 12:56 PM Monday; Rod Welch

Ivan called to get Gensler documents to prepare for meeting tomorrow.

1...Summary/Objective
2...PA Needs Printed Documents, Paperless Office Not Yet Familiar
3...Communication Metrics Orientation to Transition KH Team
4...Subject Index as WBS Sample on Internet
5...Kwan Henmi Initiative to Improve Project Management


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CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Ivan Romero, AIA; Project Architect
020102 - Kwan Henmi Architects
020103 - Interior Design/Documentation

SUBJECTS
JV Coordination Meeting, 981013
Training, Orientation
Subject Index, WBS
Project Management
Management Plan
Work Plans
Subject Index Methodology Sample
Demo SDS via Web Site
Subject Index Demo on Web Site

1311 -    ..
1312 - Summary/Objective
1313 -
131301 - Follow up ref SDS 20 0000, ref SDS 19 0000.
131302 -
131303 - Provided documents requested by Ivan.  Discussed using the new system
131304 - of documents that are on-line.
131305 -
131306 - Submitted ref DIT 1 0000 to Bill Long, linked to example of WBS.
131307 -
131308 - Discussed with Bill leadership needed to transition project team to
131309 - using on-line resources, rather than printed documents.  Provided
131310 - links in ref DIT 1 0000 to support initiative by KH to improve project
131311 - management. ref SDS 0 6480
131312 -
131313 -
131314 -
131315 -
131316 -
131317 -  ..
1314 -
1315 -
1316 - Progress
1317 -
131701 - PA Needs Printed Documents, Paperless Office Not Yet Familiar
131702 -
131703 - Ivan requested the memos issued by Clonia which he gave me on 980929,
131704 - ref SDS 3 3240, to prepare the record, dated...
131705 -
131706 -        1.  980917
131707 -        2.  980922
131708 -        3.  980924
131709 -
131710 -   ...and which Claudia asked about at the meeting on 980929. ref SDS 4
131711 -   8392; and, again at the meeting on 981006.
131712 -
131713 - I said I would deliver them in about 30 minutes.
131714 -
131715 - Ivan said he needs these documents to prepare for the JV Coordination
131716 - meeting tomorrow, as we did last week.  He wants to provide answers to
131717 - the action items in Gensler's documents.
131718 -
131719 - I advised these documents are now on-line, and are connected into the
131720 - record of meetings showing where the subject matter of each action
131721 - item is discussed, and there are connections to any follow up.
131722 -
131723 - This environment facilitates prepareing for meetings, and organizing
131724 - the work according to project work packages, e.g., stairs, restrooms,
131725 - ceilings and so on.  It provides a comprehensive understanding of
131726 - status and the correlation of requests for action.
131727 -
131728 - Ivan wants to work from the printed documents.
131729 -
131730 -
131731 -
131732 -
1318 -
1319 -
1320 - 1323 delivered memos
1321 -
132101 - Took the above memos to Ivan at the Project Office.
132102 -
132103 - I asked if he would like to see how these documents appear on the
132104 - Internet to facilitate review of issues which have been assembled
132105 - chronologically?
132106 -
132107 - Ivan said he does not have time.  He has a meeting at 1400.
132108 -
132109 - I suggested we do this at his convenience tomorrow or Wednesday.
132110 -
132111 -
132112 -
132113 -  ..
1322 -
1323 -
1324 - 1406 Visited Bill Long
1325 -
132501 - Communication Metrics Orientation to Transition KH Team
132502 -
132503 - Stopped at Denis' office on the way back, and talked to Bill briefly
132504 - about the need for leadership to support transition from printed
132505 - documents to electronic record, i.e., "paperless office."
132506 -
132507 - This could take the form of an orientation meeting.
132508 -
132509 -     On 980921 Denis suggested a Thursday lunch presentation might be
132510 -     helpful. ref SDS 2 4510
132511 -
132512 -     [On 981015 will explain Communication Metrics to Moscone team
132513 -     meeting. ref SDS 21 3088]
132514 -
132515 - Advised that because Communication Metrics is starting in the middle
132516 - of a project, it was necessary to capture an initial baseline record
132517 - for aligning subsequent project communications.  Therefore the first
132518 - record of the meeting on 980929 seems overly complicated, because
132519 - Gensler has 40 some Action Items in memos issued to KH that requre
132520 - organization and tracking.
132521 -
132522 - I asked Bill to take a look at the record for 980929 and advise if KH
132523 - wants summary modified so it is less imposing?  The other view is that
132524 - it should accurately illustrate the problems caused by Gensler PM. see
132525 - ref SDS 4 0000
132526 -
132527 -  ..
132528 - Subject Index as WBS Sample on Internet
132529 -
132530 - Bill asked about getting a copy of the WBS I created the past week for
132531 - the project. e.g., work on 981009. ref SDS 17 2845
132532 -
132533 -     Submitted this today, via ref DIT 1.  Supplements example from
132534 -     report issued by U.S. Army Corps of Engineers, submitted to Bill
132535 -     on 980917. ref SDS 1 7920
132536 -
132537 -
132538 -  ..
132539 - Kwan Henmi Initiative to Improve Project Management
132540 -
132541 - Bill explained an initiative under review by KH on project management,
132542 - as discussed on 980930. ref SDS 6 3280
132543 -
132544 -     [On 981013 KH met with Gensler management to improve project
132545 -     management. as reported on 981103. ref SDS 23 1504]
132546 -
132547 -     [On 981020 Robert Rudeen to support KH project management, as
132548 -     reported at. ref SDS 22 5655]
132549 -
132550 - I explained that the record for the JV Coordination meeting on 980929
132551 - now provides a comprehensive picture of improvements needed in
132552 - planning, scheduling, communication and document control, to make
132553 - Gensler's project management effective in supporting the KH team, as
132554 - contemplated by the parties agreement. ref SDS 4 4816
132555 -
132556 - Kwan Henmi's initiative is appropriate based on Gensler's request,
132557 - reported on 980929, for ideas on improving the work. ref SDS 4 4284
132558 -
132559 - The review of Gensler documents on 981006 shows disparate treatment
132560 - between MWA and KH. ref SDS 12 2574   This problem is clear from the
132561 - record of the Structural meeting on 981001 where specific dates were
132562 - set for KH to accomplish tasks, but no dates for WMA. ref SDS 7 0000
132563 - On 981006 WMA's notice to Gensler indicates that WMA is making less
132564 - progress than KH. ref SDS 10 1800
132565 -
132566 - The discussion with Clonia on 981007 about KH using communication
132567 - support may relate  to the KH initiative. ref SDS 14 0000
132568 -
132569 - Analysis of changes in Gensler's procedure for conducting meetings on
132570 - 981008 impacts the initiative. ref SDS 16 0000
132571 -
132572 - Submitted ref DIT 1 0000 to Bill with copy to Denis.  It supports
132573 - discussions today, and provides WBS Bill requested.
132574 -
132575 -
132576 -
132577 -
132578 -
Distribution. . . . See "CONTACTS"