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


S U M M A R Y


DIARY: October 20, 1998 09:51 AM Tuesday; Rod Welch

Met with Robert Rudeen on Communication Metrics support for Moscone.

1...Summary/Objective
2...Communication Metrics Saves Time for Project Architect
3...Kwan Henmi Needs "War Room" to Plan and Maintain Progress of Work
4...Work Planning System Will Be Used for Moscone
5...Communication Metrics Methods and Scope Supports Work Planning
6...Robert needs a "war room" to organize the large volume of
7...Communication Metrics Orientation
8...Robert's Computer Has Difficulty Accessing Internet
9...Gensler Asks KH to Coordinate Telecom Meeting Tomorrow


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CONTACTS 
0201 - Kwan Henmi                           415 777 4770 fax 5102
020101 - Mr. Robert Rudeen, A.I.A.; Architect  =Telephone
020102 - Design Department
020103 - Description

SUBJECTS
Meeting Note Procedures
Document Management
Meeting Notes, Feedback, Saves Time
Communication Manager Takes Notes Manager
Internet Access
Email Address Links Failing
Office Space for Increased Staff
Work Planning System
Project Architect
Knowledge Worker Communication Manager

2312 -    ..
2313 - Summary/Objective
2314 -
231401 - Follow up ref SDS 21 0000, ref SDS 19 0000.
231402 -
231403 - Gave Robert an orientation of Communciation Metrics.  He feels it will
231404 - save him time.  The design of the SDS program that supports
231405 - Communication Metrics seems to fit Robert's work practice of preparing
231406 - meeting notes by tracking the history of action items. Reviewed need
231407 - to coordinate with Gensler on procedures to avoid sending multiple
231408 - meeting notes to consultants and team members.  Considered need for
231409 - space for Kwan Henmi to manage the work so that progress is maintained
231410 - using Robert's system of Work Planning. Encountered problems with
231411 - Robert's computer work station that need to be fixed in order to
231412 - realize benefits of Communication Metrics.
231413 -
231414 -
231415 -
231416 -
231417 -  ..
2315 -
2316 -
2317 - Discussion
2318 -
231801 -  ..
231802 - Communication Metrics Saves Time for Project Architect
231803 - Kwan Henmi Needs "War Room" to Plan and Maintain Progress of Work
231804 -
231805 - As a result of discussion with Ivan at the Project Office about
231806 - meeting note procedures, ref SDS 21 4200, I walked to Kwan Henmi's
231807 - office to visit with Robert Rudeen, who has been assigned to support
231808 - the project for KH in dealing with Gensler's PM issues, as reviewed on
231809 - 980930. ref SDS 3 3603
231810 - ..
231811 - Robert explained having observed, this morning, Denis accessing
231812 - project information for Moscone III, on the Welch web site.
231813 -
231814 - Robert said that the process he observed of Denis obtaining additional
231815 - background by clicking on links in Welch web pages, will save time.
231816 -
231817 - Robert advised that Clonia has told Kwan Henmi that Gensler does not
231818 - want Welch to support meetings; but, Kwan Henmi has notified Gensler
231819 - that Robert intends to to use the Welch method of Communication
231820 - Metrics because it will save time, which reflects the meeting with
231821 - Clonia on 981007. ref SDS 5 7284
231822 -
231823 -     [On 981112 problem with Clonia and meeting notes. ref SDS 31 2635]
231824 -
231825 -
231826 -  ..
231827 - Work Planning System Will Be Used for Moscone
231828 - Communication Metrics Methods and Scope Supports Work Planning
231829 -
231830 - Time is saved by having someone prepare a careful record, develop the
231831 - organization, alignment and analysis needed for effective intelligence
231832 - to guide daily decisions. The Welch technology enables management to
231833 - obtain timely intelligence quickly when needed, as discussed with Ivan
231834 - this morning, ref SDS 21 1050m, and found by Robert from observing
231835 - Denis use of the system this morning.
231836 -
231837 -      [On 981027 reviewed scope with Robert. ref SDS 29 2349]
231838 - ..
231839 - Robert explained his goals and procedures for the Moscone
231840 - project, to develop thorough, accurate information, review and respond
231841 - to Gensler memos and action items, and to use Work Plans for
231842 - distributing Action Items, per the record for the 980929 JV meeting.
231843 - ref SDS 2 2240
231844 -
231845 - Robert's support reflects analysis on 980930, ref SDS 3 3603, and
231846 - discussions on 981012. ref SDS 6 2283
231847 -
231848 - He showed a Work Planning system he uses that is flexible and thorough
231849 - to make assignments using postit notes on a calendar.  It enables team
231850 - members to easily see coordinated work assignments.
231851 -
231852 -      [On 981023 work plan system implemented on Moscone Center project
231853 -      ref SDS 28 6540]
231854 - ..
231855 - Robert needs a "war room" to organize the large volume of
231856 - information Gensler is generating, so it can be assigned and tracked
231857 - adequately.  We looked at the record of the meeting on 980929 where
231858 - Gensler cited memos with approximately 40 action items that were
231859 - pending at that time. ref SDS 2 8392
231860 -
231861 - We discussed that he needs a good work station at the Gensler Project
231862 - Office, so he can use the Communication Metrics data base, and work
231863 - efficiently in order to maintain the progress of the work.
231864 -
231865 - Robert plans to take a notebook computer and connect it to the Gensler
231866 - server.  He is thinking of using desks assigned to others when they
231867 - are available, such as during meetings.
231868 -
231869 - We considered the benefit of Gensler fulfilling its responsibility as
231870 - Project Manager to provide sufficient space and facilities to enable
231871 - Kwan Henmi to perform its work, as noted in the record of the meeting
231872 - on 980929. ref SDS 2 4966
231873 -
231874 -       [At 1104 discussed with Denis. ref SDS 22 5655]
231875 -
231876 -       [On 981105 Robert has a workstation at Project Office, but not a
231877 -       "war room." ref SDS 30 8415]
231878 - ..
231879 - We reviewed the need to work with Gensler so that multiple sets
231880 - of meeting notes are not sent to consultants that would compound an
231881 - already complex project, cause confusion and error, as disucssed with
231882 - Ivan this morning. ref SDS 21 4200
231883 -
231884 -
231885 -  ..
231886 - Communication Metrics Orientation
231887 - Robert's Computer Has Difficulty Accessing Internet
231888 -
231889 - Robert related that this morning he tried to log onto the Welch web
231890 - site, but for some reason could not access the Internet on his system,
231891 - so Denis showed how it works on his computer. ref SDS 0 7560
231892 -
231893 - During our meeting, we tried again to log onto the Internet so I can
231894 - demonstrate the application of business Intelligence that is delivered
231895 - by Communication Metrics.
231896 -
231897 - Robert's work station was still not able to access the Internet.
231898 -
231899 - He will investigate a solution, and call me later today, so I can
231900 - come back to the Kwan Henmi office and demonstrate Communication
231901 - Metrics on the web.
231902 -
231903 -
231904 -
2320 -
2321 -
2322 - 0216 Robert called
2323 -   ..
232301 - He has solved the Internet access problem on his computer.
232302 -
232303 - I went back to his office.
232304 -
232305 - We logged onto the Communication Metrics web site.
232306 -
232307 -     [On 981023 Robert could not access Internet. ref SDS 27 2800]
232308 - ..
232309 - I explained the date/diary structure of the data base.  We
232310 - discussed that this structure enables him and others to access
232311 - information on meetings and other events in the Communication Metrics
232312 - record without waiting for a transmittal letter from Welch.
232313 -
232314 -     [On 981022 this failed, because Robert could not log onto the
232315 -     Internet or access may have been very slow. ref SDS 25 3060]
232316 -
232317 - Ivan showed his manual practice of tracking information by subject by
232318 - date.
232319 -
232320 - I explained that the SDS program uses the same criteria, plus a
232321 - number of other factors.
232322 -
232323 - I explained the division between tracking formal correspondence and
232324 - Other Files in the SDS document log.
232325 - ..
232326 - We reviewed SDS record segmentation that assigns subjects to
232327 - informaton captured by chronology, so that reports can be generated
232328 - showing the chronological history of each subject on a project.
232329 -
232330 - We opened the Communication Metrics web site to the year directory,
232331 - and bookmarked this page.
232332 -
232333 - We reviewed the procedure for clicking forward from the year level, to
232334 - access any month in a year, and then going forward to open any day in
232335 - a month.  This allows Robert to quickly find the record for any event
232336 - by knowing when it occurred.
232337 -
232338 - We opened the notes of the JV Coordination meeting held on 980929.
232339 - Since these meetings are held at 0900, it was easy to find the record
232340 - for that meeting.
232341 - ..
232342 - We opened the notes of the mechancial meeting held on 981014,
232343 - which were prepared on 981018 using a new HTML form for display on a
232344 - web browser, ref SDS 18 6046, that integrates with the Communication
232345 - Metrics data base.
232346 -
232347 - I showed Robert that every SDS record, and the Meeting Notes form in
232348 - HTML, both have a return address link, which is evident from the
232349 - highlight and underline of the firm name. ref SDS 18 3720
232350 - ..
232351 - By clicking on the return address link, he can open an email
232352 - window to send comments directly back to me for editing the record.
232353 -
232354 - We tried this and found that Robert's work station would not open an
232355 - email window.
232356 -
232357 -     [On 981022 Boliver had same problem at Moscone Project Office...
232358 -     ref SDS 24 2517]
232359 -
232360 -     [On 981023 Bill investigating improvements. ref SDS 26 1100]
232361 -
232362 - A correction on Robert's work station is needed so that we can realize
232363 - the advantage of Communication Metrics discussed with Denis and Bill
232364 - on 980917. ref SDS 1 7412
232365 -
232366 -
232367 -
232368 -
2324 -

SUBJECTS
Telecom Meeting, 981021

2504 -
250401 -  ..
250402 - Gensler Asks KH to Coordinate Telecom Meeting Tomorrow
250403 -
250404 - While we were meeting, Robert received a call from Angelica who
250405 - advised that Clonia wants KH to coordinate a meeting with Teecom on
250406 - telecommunications, tomorrow at 0830.
250407 -
250408 - Robert asked me to attend the meeting with Teecom tomorrow.
250409 -
250410 -     [On 981021 meeting with Teecom held. ref SDS 23 0000]
250411 -
250412 -     [On 981113 report that Gensler refused to review KH coordination
250413 -     on telecom meeting. ref SDS 32 9360]
250414 -
250415 -
2505 -
2506 -
Distribution. . . . See "CONTACTS"