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


S U M M A R Y


DIARY: October 30, 1998 10:53 AM Friday; Rod Welch

Met Robert on Telecom and mechanical meeting notes.

1...Summary/Objective
2...On 981102 Will Get Robert's Edits on Mech Meeting for 981021
3...Telecom Notes for Meeting on 981021 Ready for Distrubution
4...Meeting Notes Use Composite KH and Date Number
5...Kwan Henmi Wants to Use Document Log
6...Team Meetings Supported by Communication Metrics
7...Robert's Project Work Summary
8...Construction Drawings 30% Complete
9...Wall Type Included in Printing at Last Minute
10...Project Management Coordination Delays Progress
11...Spontaneous, Impulsive Management Causes Rework, Delay
12...Project Management on Interior Elevations Delays Progress
13...Interior Elevation Error Delayed Progress, Impact Teamwork
14...Separate Construction Contracts for Interior, Exterior Poses Risks


..............
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CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Robert Rudeen; Architect
020102 - Kwan Henmi Architects
020103 - Interior Design/Documentation

SUBJECTS
Mechanical Meeting, 981021

0503 -    ..
0504 - Summary/Objective
0505 -
050501 - Follow up ref SDS 18 0000, ref SDS 15 0000.
050502 -
050503 - Provided some Communication Metrics orientation and training for
050504 - Robert using the Internet.  He was able to print the notes for the
050505 - telecom meeting on 981021, so this can be distrubuted.  He also
050506 - printed the draft of the notes for the mechanical meeting on 981021 so
050507 - he can finish editing.  He wants to use the Doc Log to find documents.
050508 - He will review the record on KH team meetings to decide on whether to
050509 - use Communication Metrics for this meeting.
050510 -
050511 - Received his weekly Project Work Summary. ref SDS 0 4602
050512 -
050513 -
0506 -
0507 -
0508 - Discussion
0509 -
050901 -  ..
050902 - On 981102 Will Get Robert's Edits on Mech Meeting for 981021
050903 -
050904 - I assisted Robert in opening and printing notes, ref DIP 5 7788 for
050905 - the mechanical meeting on 981021, ref SDS 5 0000, which were submitted
050906 - on Tuesday, 981027, ref SDS 9 4147, hand carried for Robert to the
050907 - Moscone project office on 981028. ref SDS 15 7980  Yesterday, I sent
050908 - Robert another letter with a link to these notes. ref SDS 18 1040
050909 -
050910 - Robert asked why he did not get the notes?
050911 -
050912 - We discussed the mixup at the Moscone Office as a result of the
050913 - compressed work schedule to meet the 981030 milestone for Gensler.
050914 - Limited span of attention resulted in Robert not getting the letter
050915 - hand carried for him on Wednesday. ref SDS 19 6828
050916 -
050917 - Robert printed these notes and will develop edits which I can complete
050918 - on Monday.
050919 -
050920 -
050921 -
050922 -
0510 -

SUBJECTS
Telecom Meeting, 981021
Document Logs
Meeting Note Procedures
Communication Metrics, Orientation, Training
Document Log on Internet

1408 -
140801 -  ..
140802 - Telecom Notes for Meeting on 981021 Ready for Distrubution
140803 -
140804 - Since Robert did not get the Teecom notes, ref DIP 2 7788, on
140805 - Wednesday at the Moscone Project office, per the meeting with Ivan on
140806 - 981029, ref SDS 19 6828, we looked through the Communication Metrics
140807 - web site and found the notes, ref DIP 2 7789, were issued on 981026.
140808 - ref SDS 8 3850
140809 -
140810 - Robert printed these notes, and planned to take them to the Moscone
140811 - project office this afternoon and make distrubution to Gensler and
140812 - others.
140813 -
140814 -
140815 -  ..
140816 - Meeting Notes Use Composite KH and Date Number
140817 -
140818 - He noticed that the meeting number did not include a KH.
140819 -
140820 - Robert wants "KH" in the meeting note number, per the discussion on
140821 - 981027. ref SDS 12 6435
140822 -
140823 - This afternoon, I made this change to the notes for the telecom
140824 - meeting and for the mechanical meeting on 981021, above. ref SDS 0
140825 - 3312
140826 -
140827 -
140828 -  ..
140829 - Kwan Henmi Wants to Use Document Log
140830 -
140831 - Robert was disappointed there is not a direct way to find the notes
140832 - for the Teecom meeting.  He has bookmarked the prototype document log
140833 - and would like that to be kept current, so he has a simple way to find
140834 - formal documentation.
140835 -
140836 - I explained plans to automate this capability so that it can be used
140837 - regularly, as set out in my letter on 981028,.... ref DIP 4 8748,
140838 - issued at ref SDS 14 0140.
140839 -
140840 - The prototype doc log was created on 981013. ref SDS 3 7920
140841 -
140842 -    [On 981031 began code for doc log for Internet. ref SDS 20 0000]
140843 -
140844 -
140845 -
1409 -

SUBJECTS
Moscone Center, Phase III
Welch Company
Scope of Services
Contracts/Agreements
Team Meetings
Risk Management

2409 -
240901 -  ..
240902 - Team Meetings Supported by Communication Metrics
240903 -
240904 - Robert indicated we can save expense by not using Communication
240905 - Metrics for KH Team Meetings.
240906 -
240907 - We considered the idea to initially use Communication Metrics
240908 - normally, in order to discover a useful scope by reaching the critical
240909 - mass of intelligence needed to improve management and save money. If
240910 - we do not reach the critical mass, then no benefit will be realized.
240911 - Benefits from "intelligence" require capturing the correlations of
240912 - cause and effect between disparate events that impact the success of
240913 - the project.
240914 -
240915 - We recalled the report by the U.S. Army Crops of Engineers, reviewed
240916 - on 981027, showing Communication Metrics saved $190K on a matter that
240917 - was not in the minds of the parties in entering the contract for
240918 - Communication Metrics.  Based on this one unexpected item alone, the
240919 - ROI for an expense of $50K, is 4:1. ref SDS 12 4158
240920 -
240921 - Saving $4 for each $1 of investment to improve management does become
240922 - evident on the day payment is made for the investment.  Only
240923 - consistent use of good management over time yields savings, similar to
240924 - Robert's implementation of a work plan system at the meeting on
240925 - 981023. ref SDS 7 6540  It costs money to assign Robert for launching
240926 - this method, and to maintain it.  Savings come from consistent use. If
240927 - there is no consistency, if the system is not maintained, then no
240928 - savings will be realized.  But if it is used consistently, then it
240929 - will make a big improvement in saving money.
240930 -
240931 - Adding "intelligence" to management by adding "metrics" to
240932 - communication works the same way.  We have to invest in order to get
240933 - good results.
240934 -
240935 - This requires experimentation, as noted by Andy Grove, Chairman of
240936 - Intel Corporation, in his book reviewed on 980307. ref SDS 1 3416
240937 -
240938 - Team meeting provide information on obsticles encountered by KH that
240939 - prevent accomplishment of assignments and objectives, which may be
240940 - caused by others.  This information is needed for effective risk
240941 - management.  Team meetings also disclose extra efforts being made to
240942 - overcome difficulties, and information that shows KH performed
240943 - reasonably under the conditions of the work.  This information is also
240944 - useful for risk management, as discussed at the team meeting on
240945 - 981016. ref SDS 4 7008
240946 -
240947 - I explained having prepared notes for team meetings on 981016 and on
240948 - 981023.  Robert will review these notes and determine whether it seems
240949 - worthwhile to support KH team meetings with Communication Metrics.
240950 -
240951 - In order to accomplish this experiment Welch is willing to share the
240952 - investment with Kwan Henmi, as discussed on 981023. ref SDS 6 9768
240953 -
240954 -
240955 -
240956 -
2410 -

SUBJECTS
Project Work Summary

2504 -
250401 -  ..
250402 - Robert's Project Work Summary
250403 -
250404 - Follow up ref SDS 16 0000.
250405 -
250406 - Received ref DIT 1 7788 dated 981030 which is Robert's weekly report
250407 - on Project Work Summary.
250408 -
250409 - Converted to HTML and posted to web site, so it is in the document
250410 - log.
250411 -
250412 - Having difficulty getting "Whom" field in Work to be Accomplished
250413 - table to align left, instead of being centered. ref DIT 1 6000
250414 -
250415 - Entered Robert's main points, and aligned with project record.
250416 -
250417 - Decided to try putting a link into this record, so the analysis and
250418 - alignment is easier to find.
250419 -
250420 -
250421 -
250422 -
2505 -

SUBJECTS
50% Interior Package
Project Management
Equip Config Problems Delay Plotting,
Wall Types Coordination/Instructions,
Interior Elevations, 981030
Communications, Project Management
KH Work Stopped to Fix Gensler or KH Error

3510 -
351001 -  ..
351002 - Construction Drawings 30% Complete
351003 -
351004 - Robert reports in his Project Work Summary that KH drawings are about
351005 - 25% to 30% complete. ref DIT 1 7788
351006 -
351007 - This reflects understandings at the Team meeting on 981016 that
351008 - reported expected progress, ref SDS 4 4075, based on project
351009 - management by Gensler, previously cited on 980929. ref SDS 2 6804
351010 -
351011 - This success reflects increased staffing, overtime and added
351012 - management focus by KH, as requested by Gensler.
351013 -
351014 - The KH team for the past several weeks has worked overtime and on
351015 - weekends.  The past several days, some staff worked 24 hours a day.
351016 -
351017 - Project meetings were deferred this week, so that focus could remain
351018 - on completing CD package. ref DIT 1 7788
351019 -
351020 - Plotting was delayed by problems with Gensler's equipment and
351021 - configuration for WNT when project office is configured to use W95.
351022 - ref DIT 1 2650
351023 -
351024 -
351025 -  ..
351026 - Wall Type Included in Printing at Last Minute
351027 - Project Management Coordination Delays Progress
351028 -
351029 - KH supported last minute coordination and information from Gensler on
351030 - Wall Types. ref DIT 1 3078
351031 -
351032 -     [On 981106 KH reports completing this work. ref SDS 22 3850]
351033 -
351034 -
351035 -  ..
351036 - Spontaneous, Impulsive Management Causes Rework, Delay
351037 - Project Management on Interior Elevations Delays Progress
351038 - Interior Elevation Error Delayed Progress, Impact Teamwork
351039 -
351040 - An error on the plans for interior elevations caused by KH or by
351041 - Gensler resulted in emotional display by Gensler's project manager
351042 - disporportionate to the impact of the problem and the effort needed to
351043 - make corrections.
351044 -
351045 - Corrections were made, but team cohesion was impacted. ref DIT 1 3480
351046 -
351047 -     [On 981103 report of similar incident that occurred with Denis.
351048 -     ref SDS 21 1504]
351049 -
351050 - Robert reports that spontaneous, impulsive instructions for immediate
351051 - action on matters that are not of an emergency nature, disrupt the
351052 - orderly progress of the work, causing extra cost to KH and delay on
351053 - the project. ref DIT 1 3480
351054 -
351055 - This problem that delays KH progress reflects project management
351056 - issues in record on 980929. ref SDS 2 2240 and ref SDS 2 6804
351057 -
351058 -
351059 -
351060 -
3511 -

SUBJECTS
Risk Management, Bid Package Scope
Bid Scope, Interior
Bid Scope, Exterior

3806 -
380601 -  ..
380602 - Separate Construction Contracts for Interior, Exterior Poses Risks
380603 -
380604 - Robert explains Gensler proposes using separate bidding and contracts
380605 - for interior and exterior scope of work.
380606 -
380607 - KH points out risks this poses for overlapping scope and gaps in scope
380608 - which make construction management more complex. ref DIT 1 3450
380609 -
380610 - Robert cites example of responsibility for leaks in the roof.
380611 -
380612 - Gensler indicates everything has been solved and there will be no
380613 - major problems.
380614 -
380615 -
380616 -
380617 -
380618 -
380619 -
380620 -
380621 -
3807 -
Distribution. . . . See "CONTACTS"