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


S U M M A R Y


DIARY: October 23, 1998 04:00 PM Friday; Rod Welch

Kwan Henmi Team meeting on Moscone III project.

1...Summary/Objective
2...October 30, 1998 is 25% CD Package Target Date
......981026 printing backgrounds for consultants.
3...Work Planning System Implemented by Robert Rudeen
..................................................... 4...Work Plan Shows Priority, Impact on Progress of Disorderly Work

5...Gensler Project Management Input to Common Unassigned Task List
6...Design Information Needed from Gensler on Elevations
7...MWA Resolved Exterior Wall
8...Stairs Making Progress
9...Stairs to Roof
10...Elevator Equipment Rooms, Catwalks
11...Cores, Restrooms
12...Elevator 1 and 2
13...Elevators 7 and 8
14...Room Numbers
15...Grease Duct, Kitchen
16...Kitchen Floor Drains
17...Basement
18...Concrete Block Wall Requires Structural Support
19...Communication Metrics Goals to Automate Information Management
20...Team Members Develop Notes of Meetings, Integrated by Comm Metrics
21...Not Enough Time to Support Intelligence
22...Kwan Henmi Staff Has Only Limited Access to Computers for Email

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

1...There was discussion that design information is needed from Gensler in

CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Robert Rudeen; Architect
020102 - Mr. Ivan Romero, AIA; Project Architect
020103 - Mr. Bolivar Puyol; Architect
020104 - Mr. Lawrence Kuan; Architect
020105 - Mr. Michael NLN; Architect
020106 - Mr. Philip NLN; Architect

SUBJECTS
Team Meetings
Work Plans, Schedule
25% Interior Package, 50% Interior Package
Overtime, Kwan Henmi
Team Mtgs, 981023
KH Team Meetings

1508 -    ..
1509 - Summary/Objective
1510 -
151001 - Follow up ref SDS 23 0000, ref SDS 22 0000.
151002 -
151003 - Ivan will be on vacation beginning on 981030.  Robert Rudeen will
151004 - increase support for the Project Office.
151005 -
151006 - Ivan reported changes in project milestone schedule that synchronizes
151007 - with WMA progess. ref SDS 23 4075   Work plans and progress were
151008 - reviewed on pending issues, including overtime efforts. ref SDS 23
151009 - 1454
151010 -
151011 - Communication Metrics was explained on using the Internet for a system
151012 - of business intelligence. ref SDS 23 1200  Ideas were considered for
151013 - improving productivity of meetings. ref SDS 23 1446  Limited time and
151014 - access to computers present challenges. ref SDS 23 2562
151015 -
151016 -       [On 981019 submitted this record to Bolivar for distrubution and
151017 -       comment from KH team. ref SDS 24 9216]
151018 -
151019 -       [On 981020 met with Ivan and requested feedback from the team on
151020 -       the notes. ref SDS 25 4602]
151021 -
151022 -
151023 -
1511 -
1512 -
1513 - Discussion
1514 -
151401 -  ..
151402 - October 30, 1998 is 25% CD Package Target Date
151403 -
151404 - Follow up ref SDS 23 4075.
151405 -
151406 - Robert Rudeen reviewed the project milestone for issuing backgrounds
151407 - on Monday, and a 25% CD set on 981030, as discussed in the meeting
151408 - last Friday. ref SDS 23 4075
151409 -
151410 - Sylvia and Denis are preparing a transmittal for the 981030 printing
151411 - to identify it will be in the range of 25% to 30% rather than 50%, as
151412 - reviewed at the team meeting on 981016. ref SDS 23 4075
151413 -
151414 -
151415 -      981026 printing backgrounds for consultants.
151416 -
151417 -      He wants everything pulled together for this printing by COB
151418 -      today.
151419 -
151420 -      Progress Print will entail...
151421 -
151422 -         Print hard copy
151423 -         Review
151424 -         Email
151425 -
151426 - Robert indicates that goals for the 981030 printing are more critical
151427 - than the 981026 distribution, because consultants will receive more
151428 - comprehensive information with the printing on 981030.
151429 -
151430 -
151431 -  ..
151432 - Work Planning System Implemented by Robert Rudeen
151433 -
151434 - Follow up ref SDS 26 0624, ref SDS 23 6930.
151435 -
151436 - Robert wants to use Team Meetings for work planning rather than
151437 - problem solving.
151438 -
151439 - Robert explained a planning system he will support for the KH Moscone
151440 - team, from meeting on 981020. ref SDS 26 0624
151441 -
151442 - He pinned on the wall a large scale print of a calendar for the next
151443 - several weeks, and columns for each team member.
151444 -
151445 - Team meetings can be used to review status, develop action items and
151446 - distrubute the work load using postits showing assignments for
151447 - everyone.
151448 -
151449 - The postits make it easy to set priority based on discussion among the
151450 - staff, and to change priority if conditions warrant during the work
151451 - week.
151452 -
151453 - There is a column for unassigned tasks.
151454 -
151455 - This gives each team member flexibility to select correlated tasks
151456 - from the common pool, if they complete their assigned tasks earlier
151457 - than expected.
151458 -
151459 -     [On 981115 reported on effectiveness. ref SDS 27 3884]
151460 -
151461 -     [On 981118 reviewed disruption by Gensler. ref SDS 28 5508]
151462 -
151463 -
151464 -  ..
151465 - Work Plan Shows Priority, Impact on Progress of Disorderly Work
151466 - Gensler Project Management Input to Common Unassigned Task List
151467 -
151468 - There was discussion that good work planning gives the Project Manager
151469 - a means to identify needed tasks and place them in the unassigned
151470 - tasks list on the Work Plan chart, so that they are not forgotten,
151471 - rather than directly request performance by a Kwan Henmi staff member.
151472 -
151473 -     Ivan explained an example where the Project Manager recently
151474 -     directed Janet to change from assigning door numbers, to work on
151475 -     something else.
151476 -
151477 -     Under the work plan system, the PM can jot down the need for a
151478 -     different task on a PM colored postit and place it in the
151479 -     unassigned task column on the work plan.  Consultation with KH
151480 -     management can then make any changes in current assignments.
151481 -
151482 - Orderly work planning is not intended to preclued routine discussion
151483 - on what needs to be done, nor about methods and means, nor about
151484 - technical design matters.
151485 -
151486 - The objective is for actual assignments to be made by Robert and Ivan
151487 - as shown on the work plan.
151488 -
151489 - Project Management can review priority with KH management in
151490 - deciding which team member will perform new tasks.
151491 -
151492 - This procedure enables team members to focus on completing assignments
151493 - efficiently, rather than continual starting and stopping based on
151494 - momentary ad hoc assignements that disrupt the orderly progress of the
151495 - work.
151496 -
151497 - Tasks Identified by Project Management can be identified by a
151498 - different color postit to show level of support and acceleration
151499 - required by Kwan Henmi.  When Robert or Ivan makes an assignment the
151500 - PM postit is removed and a team postit is placed in the column for the
151501 - assigned staff member.
151502 -
151503 -
151504 -
151505 -
1516 -

SUBJECTS
Elevations

1604 -
160401 -  ..
160402 - Design Information Needed from Gensler on Elevations
160403 -
160404 - There was discussion that design information is needed from Gensler in
160405 - order for Kwan Henmi to complete Interior elevation drawings.
160406 -
160407 -
160408 -
160409 -
160410 -
1605 -

SUBJECTS
Exterior Wall Line A
Schedule Impacts

1905 -
190501 -  ..
190502 - MWA Resolved Exterior Wall
190503 -
190504 - Ivan plans to talk to Steven Hergert on 981026 about the impact on
190505 - Kwan Henmi's work of the solution MWA developed to resolve the
190506 - exterior wall at line a.
190507 -
190508 - There was discussion of expanding a shaft at line A.
190509 -
190510 -
190511 -
1906 -

SUBJECTS
Schedule
Operable Wall Enclosures

2205 -
220501 -  ..
220502 - Stairs Making Progress
220503 -
220504 - Follow up ref SDS 23 1454.
220505 -
220506 - Lawrence is working on stair #2 sections.
220507 -
220508 -                        stair 1, 2 plans
220509 -
220510 - He is waiting for Robert Rudeen to redmark stairs 7, 8.
220511 -
220512 - Ivan advised that exit widths for stairs are needed.
220513 -
220514 -
220515 -
220516 -
220517 -
2206 -

SUBJECTS
Stairs to Roof
Mechanical Rooms, Stairs
Elevator 7, 8

2606 -
260601 -  ..
260602 - Stairs to Roof
260603 -
260604 - Follow up ref SDS 23 7236.
260605 -
260606 - Bolivar discussed progress on roof stairs.
260607 -
260608 -
260609 -  ..
260610 - Elevator Equipment Rooms, Catwalks
260611 -
260612 - Bolivar indicated he has input
260613 -
260614 -
260615 -
260616 -
260617 -
2607 -

SUBJECTS
Restrooms, Floor Layouts
50% CD Package Schedule
Floor 1, Floor 2
Overtime, Weekends

3107 -
310701 -  ..
310702 - Cores, Restrooms
310703 -
310704 - Follow up ref SDS 23 7474.
310705 -
310706 - Jannett plans to work on the weekend.
310707 -
310708 - Restroom layouts for floors 2 and 3 are identical.
310709 -
310710 - She is mostly "fine tuning."
310711 -
310712 - The floor drains will be layout per meetings with A&P on 981014, see
310713 - ref DIP 1 5928, and with SDE on 981015. ref DIP 2 7452
310714 -
310715 -    Later in the meeting, Ivan seemed to ask Michael to layout floor
310716 -    drain locations for toilets based on Moscone II plans.
310717 -
310718 -    Michael asked about getting information from the plumbing
310719 -    consultant on the location of of drain lines.
310720 -
310721 -    Jannette reported discussions with A&P on 981014 that developed
310722 -    this information, per ref DIP 1 5928
310723 -
310724 - Bolivar can plot the drawings on Monday, 981019.
310725 -
310726 - Bolivar will plot drawings on fire separation that have been marked by
310727 - Robert Rudeen.
310728 -
310729 - Bolivar is woking this weekend on Jannett's drawings.
310730 -
310731 - By Monday, 981019, he expects to have input cores for floors 1 - 3.
310732 -
310733 - This will include review by Michael and Ivan.
310734 -
310735 -
310736 -
310737 -
3108 -

SUBJECTS
Elevator 1, Elevator 2
Schedule

3405 -
340501 -  ..
340502 - Elevator 1 and 2
340503 -
340504 - Follow up ref SDS 23 7714.
340505 -
340506 - Michael is reviewing elevators 1 and 2 for conflicts with shaft
340507 - enclosure.
340508 -
340509 - So far no conflicts have been identified.
340510 -
340511 - He needs to review the equipment room.
340512 -
340513 - There was discussion about the concrete block wall at A6 and A5. Ivan
340514 - indicated having submitted information to SDE on this.
340515 -
340516 -
340517 -
3406 -

SUBJECTS
Elevator 7, Elevator 8
Schedule

3705 -
370501 -  ..
370502 - Elevators 7 and 8
370503 -
370504 - Follow up ref SDS 23 7956.
370505 -
370506 - Philip advised that cores 7 and 8 are solved.
370507 -
370508 - Ivan asked when a package can be submitted to the mechanical and
370509 - electrical consultants?
370510 -
370511 - There was discussion that the sky fold needs a section, but this may
370512 - not be needed for the submission to the consultants.
370513 -
370514 - Philip expects this package can be submitted today.
370515 -
370516 -
370517 -
370518 -
370519 -
3706 -

SUBJECTS
Room Numbers

3804 -
380401 -  ..
380402 - Room Numbers
380403 -
380404 - Follow up ref SDS 23 8200.
380405 -
380406 - Jannette asked about updating the room numbers, which was raised by
380407 - Clonia at the JV Coordination meeting on 981006. ref SDS 14 2784
380408 -
380409 - Bolivar explained he has not been assigned this task.
380410 -
380411 - There was discussion that Robert Rudeen has discussed with Robert
380412 - Jansen the ideas developed by Clonia on assigning room numbers.
380413 -
380414 - Bolivar can transmit the computer files to the Kwan Henmi office where
380415 - Robert Jansen is located, so he can perform this work.
380416 -
380417 -
380418 -
380419 -
3805 -

SUBJECTS
Grease Duct
Kitchen Grease Duct

4405 -
440501 -  ..
440502 - Grease Duct, Kitchen
440503 -
440504 - Follow up ref SDS 23 2550.
440505 -
440506 - Michael has prepared 3 sections on the grease duct that reflect
440507 - coordination with structural consultant, SDE, on 981015, per memo at
440508 - ref DIP 2 6004,
440509 -
440510 - The design can be assembled for review by the code consultant.
440511 -
440512 - At the meeting on 980929 background on grease duct design scope was
440513 - developed based on Gensler memos. ref SDS 7 6300
440514 -
440515 - Michael related discussions from meeting with A&P on 981014 about
440516 - consideration being given to wrapping the grease duct in a 2 hour fire
440517 - rated blanket system, which then may preclude building a 2 hour gyp
440518 - board enclosed shaft. ref DIP 1 9396
440519 -
440520 - Ivan explained this concept requires review by the code consultant.
440521 -
440522 - Ivan advised that the 2 hour rated blanket wrap system on the grease
440523 - duct would be designed by vendor shop drawings, so Kwan Henmi does not
440524 - need to provide details.
440525 -
440526 - There was discussions that sufficient research is needed to ensure
440527 - that the dimensions of the grease duct and its configuration in the
440528 - structure, permit constructing the 2 hour blanket wrapping system.
440529 -
440530 -
440531 -
440532 -
4406 -

SUBJECTS
Kitchen
Layout
Plumbing, Floor Drains

5006 -
500601 -  ..
500602 - Kitchen Floor Drains
500603 -
500604 - Follow up ref SDS 23 8446.
500605 -
500606 - There was discussion about meeting with the food service consultant
500607 - for guidance on the layout of floor drains in the kitchen.
500608 -
500609 - Issues include cart wash and dishwasing area drain requirements.
500610 -
500611 -
500612 -
500613 -
5007 -

SUBJECTS
Ramps
Walls, Conc. Block Support
Basement Conc. Block Walls
Structural, Conc. Block Wall

5407 -
540701 -  ..
540702 - Basement
540703 -
540704 - Follow up ref SDS 23 8694.
540705 -
540706 - Michael explained that the entry and exit ramps into the basement,
540707 - encroach into the kitchen area.  This presents clearance issues for
540708 - ducts.
540709 -
540710 - Analysis indicates the ducts fit the present configuration.
540711 -
540712 -
540713 -
540714 -  ..
540715 - Concrete Block Wall Requires Structural Support
540716 -
540717 - Follow up ref SDS 23 8944.
540718 -
540719 - The concrete block wall may require increased structural support.
540720 - Michael has discussed with SDE adding columns rather than increasing
540721 - the depth of the beam, in order to maintain present clearances for
540722 - ductwork.
540723 -
540724 -
540725 -
540726 -
540727 -
540728 -
5408 -
5409 -

SUBJECTS
Work Plans
Communication Metrics
Meeting Note Procedures

6106 -
610601 -  ..
610602 - Communication Metrics Goals to Automate Information Management
610603 -
610604 - Follow up ref SDS 23 1200, ref SDS 22 3088.
610605 -
610606 - Ivan introduced Rod Welch to explain goals of Communication Metrics...
610607 -
610608 -    1.  Prepare meeting notes to save time of Project Architect and
610609 -        provide timely information to project team.
610610 -
610611 -    2.  Add value to project management by adding intelligence to
610612 -        organize, align and analyse information, as explained on the
610613 -        Welch web site...
610614 -
610615 -                        http://www.welchco.com
610616 -
610617 -        This should reduce mistakes that require costly rework, where
610618 -        drawings have to be corrected for omitted or extraneous
610619 -        information that does not align with instructions. (see report
610620 -        at ref DRP 3 4172)
610621 -
610622 -        Work plans can be supported by the Action Item system in
610623 -        Communication Metrics, so that things do not fall through the
610624 -        cracks due to the large volume of things to do each day.
610625 -
610626 -    3.  Save time by delivering information via Internet rather than
610627 -        conventional printed documents.
610628 -
610629 -        This reduces the burden of managing and storing documents.
610630 -
610631 -        It should enhance access to information using the organization
610632 -        and linking features of Communication Metrics, in combination
610633 -        with link access features of web browsers.
610634 -
610635 -    4.  Risk Management is a longer term advantage to the project,
610636 -        since the record enables the JV team to support design
610637 -        decisions that impact construction changes, claims and dispute
610638 -        resolution, and similar matters once the project is
610639 -        commissioned.
610640 -
610641 - The U.S. Army Corps of Engineers reported on 970328 that Communication
610642 - Metrics provides effective "business intelligence." ref DRP 2 6172
610643 -
610644 - "Intelligence" is explained at ref OF 1 0582.
610645 -
610646 - Philip advised of having heard about Kwan Henmi's efforts to use the
610647 - Internet and automating the organization of information.  He feels
610648 - this is a good direction for management.
610649 -
610650 - Ivan noted the problem of information overload where the constant
610651 - stream of printed documents is difficult to track action items for
610652 - assignment into work plans, as reviewed for the JV Coordination
610653 - meeting on 980929. ref SDS 7 8392 and ref SDS 7 6534.
610654 -
610655 - Michael explained the need for the team to get timely information from
610656 - meetings with consultants.
610657 -
610658 - On 971222, Andy Grove, CEO of Intel Corporation, described the
610659 - challenge of blending management discipline without stifling the
610660 - spirit of innovation. ref SDS 1 6695
610661 -
610662 -
610663 -  ..
610664 - Team Members Develop Notes of Meetings, Integrated by Comm Metrics
610665 -
610666 - Follow up ref SDS 23 1446, ref SDS 22 3748.
610667 -
610668 - I advised of difficulties keeping up with the volume of the record,
610669 - per the letter to Denis on 980914, ref SDS 18 3240, and discussion
610670 - with Ivan yesterday. ref SDS 22 4576
610671 -
610672 - Bolivar explained his practice of recording understandings from daily
610673 - business communications in a log or diary.  This is ideal to support
610674 - Communication Metrics.  Bolivar noted that every communication cannot
610675 - be recorded, otherwise the team would be doing nothing except writing
610676 - down what is said, rather than doing the work that is the purpose of
610677 - communication.
610678 -
610679 - Business intelligence does not capture every communication, but rather
610680 - identifies impacts on the ability of Kwan Henmi to perform its work,
610681 - and/or major risks with respect cost, time and quality.
610682 -
610683 - Design work is inherently information intensive.  This presents a
610684 - challenge of scale to devise a simple, direct means of getting enough
610685 - of the record to be useful without overburdening anyone.
610686 -
610687 - Architects recognize the value of design.  So this is an opportunity
610688 - for the Kwan Henmi team on Moscone III to participate in discovering
610689 - an effective intelligence process for design work.
610690 -
610691 - We considered the idea discussed with Ivan yesterday, about each
610692 - architect, who attends a meeting, preparing a short note of one or two
610693 - paragraphs on what was important to their work that flowed from the
610694 - meeting. ref SDS 22 3748
610695 -
610696 - With everone providing a little input, the Communication Metrics
610697 - technology can assemble and deliver valuable intelligence for the
610698 - project.
610699 -
610700 - Michael noted that meetings would be more productive if there is a
610701 - published agenda, and if issues from prior meetings are reviewed for
610702 - progress.
610703 -
610704 - The advantage of preparation to improve productivity was demonstrated
610705 - at the meeting on 981015 with the Structural engineer, when Michael
610706 - used a list of specific questions he needed answered.
610707 -
610708 - Would it be possible to write up the answers to such questions and any
610709 - pending issues, for inclusion in the meeting notes?
610710 -
610711 - Michael suggested that Kwan Henmi respond to Gensler memos and request
610712 - information from Gensler, so that the Project Manager can respond in
610713 - an orderly manner, rather than continually request day to day that KH
610714 - staff attend to momentary concerns.  This would enable Kwan Henmi to
610715 - work productively.
610716 -
610717 -
610718 -  ..
610719 - Not Enough Time to Support Intelligence
610720 -
610721 - Follow up ref SDS 23 2562.
610722 -
610723 - Jannett commented that under current project conditions of maximum
610724 - effort on producing drawings by 981030, the team should wait until
610725 - after things slow down so there is enough time for the staff to begin
610726 - writing up their understandings from meetings to support Communication
610727 - Metrics.
610728 -
610729 - Phillip offered that the pace of the work will not likely change
610730 - appreciabely until the project is let for competitive bids.
610731 -
610732 - The dynamics of a crowded project office with the mix of personalities
610733 - on a complex, highly visible public works project, auger for continued
610734 - pressure.
610735 -
610736 - There was discussion that once Kwan Henmi catches up with the Gensler
610737 - schedule, there will be less pressure.
610738 -
610739 - Gensler, however, has not produced a schedule.
610740 -
610741 - There is no person or team in the project office or elsewhere that is
610742 - organizing work packages and planning activity sequences and durations
610743 - to show when things need to be done and the number or people needed to
610744 - do the work. This leads project management to view every activty that
610745 - arises day to day as "critical," under classic crisis management
610746 - conditions, noted by Ivan at the meeting on 980929. ref SDS 7 6534
610747 -
610748 -
610749 -  ..
610750 - Kwan Henmi Staff Has Only Limited Access to Computers for Email
610751 -
610752 - Follow up ref SDS 23 5828.
610753 -
610754 - Ivan explained that the arrangement at the Moscone III project office
610755 - provides only a few of the Kwan Henmi staff with access to email on a
610756 - computer.
610757 -
610758 - This presents a limittion on using the Internet to reduce reliance on
610759 - printed documents and provide faster, more reliable access to
610760 - information.
610761 -
610762 -
610763 -
610764 -
Distribution. . . . See "CONTACTS"