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


S U M M A R Y


DIARY: November 13, 1998 06:28 AM Friday; Rod Welch

Prepare notes of meeting with mechanical consultant on Moscone III.

1...Summary/Objective
2...Robert Frustrated by Gensler's Defective Project Management
3...KH Needs to Submit Meeting Notes to Gensler
4...Moscone Project Needs Effective Project Management

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

1...KH to notify Gensler that it will no longer meet with Clonia

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

SUBJECTS
Mechanical Meeting, 981014
Project Management
Disruptive Communication with KH, A&P
PM Disruptive Communication with KH, A&P

0906 -    ..
0907 - Summary/Objective
0908 -
090801 - Follow up ref SDS 12 0000, ref SDS 3 0000.
090802 -
090803 - Developed analysis of Robert's objectives and planning following the
090804 - meeting with the mechanical consultants, A&P, in which Gensler was
090805 - represented by Clonia Cautis in a manner that was disruptive and
090806 - harmful to the meeting and to the project.
090807 -
090808 - Reviewed Robert's notes which he provided after the meeting yesterday,
090809 - and developed questions to review with him later today in order to
090810 - guide production of notes for the meeting with A&P yesterday.
090811 -
090812 -
0909 -
0910 -
0911 - Progress
0912 -
091201 -  ..
091202 - Robert Frustrated by Gensler's Defective Project Management
091203 -
091204 - After the meeting with A&P yesterday, Robert asked again for a set of
091205 - notes on the meeting with A&P yesterday, that has a single line, per
091206 - our meeting yesterday morning. ref SDS 11 2936,  He wants to humor
091207 - Clonia, and illustrate the need for balance between clear, concise and
091208 - complete understandings from meetings.
091209 -
091210 - Robert was frustrated because during the meeting yesterday with A&P,
091211 - Clonia offered numerous and continuous criticism of the notes for the
091212 - meeting on 981021, as they were being reviewed for status with A&P.
091213 -
091214 -     [On 981118 developed information on improving project management
091215 -     to maintain progress of the work. ref SDS 17 5376]
091216 -
091217 - He also reports in a Project Work Summary on 981113, received later
091218 - today, that Clonia refused to review notes of the meeting with Teecom
091219 - held on 981021, alleging the notes are "too wordy." ref SDS 13 9360
091220 - Gensler interference and disruption impacting KH management in
091221 - connection with Teecom meeting notes was discussed yesterday morning.
091222 - ref SDS 11 2635
091223 -
091224 -     [On 981118 reviewed claim of "too wordy." ref SDS 17 5005]
091225 -
091226 - During the meeting with A&P on 981112, as Robert was speaking about
091227 - specific matters, e.g., location of a duct relative to limited
091228 - clearances in a mechanical chase, Clonia continually interrupted to
091229 - ask why dates were entered as YYMMDD, why various sentences were
091230 - expressed in one form rather than another.
091231 -
091232 - Clonia alleged inaccuracies in the notes, which is an appropriate
091233 - review function called out in the JV Agreement.
091234 -
091235 - She complained that the record covered management as well as technical
091236 - information, and she criticized the style because it identified
091237 - subject headings.
091238 -
091239 -     [On 981116 report of similar problem in State Leglislature
091240 -     resulted in action by management. ref SDS 15 6480]
091241 -
091242 - Having requested an alternate date format, she continued to raise
091243 - redundant complaints in an emotionally debilitating manner each time a
091244 - date was encountered in the notes of the prior meeting.
091245 -
091246 - Robert maintained a professional tone, and tried to focus on issues,
091247 - pointing out that Kwan Henmi respects Gensler's concerns and will
091248 - discuss note preparation standards and procedures in a JV team
091249 - setting, apart from consultants, and that the meeting with A&P needed
091250 - to cover design issues critical to the progress of the work. Gensler's
091251 - persistence in voicing unprofessional comments on the form of
091252 - expression for every sentence in three 3 pages of notes, constituted a
091253 - significant distraction that prevented clear focus on the meeting
091254 - agenda, and it prolonged the meeting, with the result that Steven
091255 - Hergert was unable to discuss the agenda Michael Willis Associates had
091256 - planned for the meeting, because A&P's team had to adjourn.
091257 -
091258 -      On 981016 the JV Agreement on page 3 indicates that professional
091259 -      negligence and willful misconduct may be grounds for recovery of
091260 -      extra cost by Kwan Henmi. ref SDS 1 7280
091261 - ..
091262 - After the KH team meeting this afternoon, Robert expressed in
091263 - the elevator on the way leaving the building that he has given serious
091264 - consideration to abandoning his assignment as leader of the KH team.
091265 - He went on to say that the character of the assignment to design the
091266 - Moscone Center is very interesting, and that the high quality of the
091267 - team that Denis has assembled is a strong incentive to remain, despite
091268 - Gensler's inept, disruptive conduct. Robert is proud of significant
091269 - progress KH has made, which now seems to be ahead of MW, when only a
091270 - few weeks ago, there was concern that KH was way behind.  Everyone is
091271 - working overtime and pulling together.  In a way there is a bond, a
091272 - badge of courage in putting up with histrionics, in order to pull
091273 - through and do a good job.
091274 -
091275 -      [On 981115 notified leadership is needed to maintain Robert's
091276 -      support and improved progress. ref SDS 14 3884]
091277 -
091278 -      [On 981118 reviewed issue with Bill Long. ref SDS 17 6480]
091279 -
091280 - Given limited time and attention distracted by ill mannered personal
091281 - expression, it is unclear what understandings were missed and/or drawn
091282 - incorrectly due to the conduct of Gensler's representative at the
091283 - meeting with A&P on 981112.
091284 -
091285 - KH certainly wants to hear Gensler's views about meeting notes, and
091286 - other work product, with respect to technical correctness and
091287 - effective business form, so that any material expression can be
091288 - investigated, and where warranted, incorporated into the record to
091289 - guide daily work planning and performance.
091290 - ..
091291 - Gensler's assigned Project Manager, gives evidence of good
091292 - technical skills and dedication to hard work.
091293 -
091294 -     [On 981116 Robert explained that ordinary communication, apart
091295 -     from meetings, are also ineffective. ref SDS 15 2320]
091296 -
091297 - However, these useful attributes were not employed to advantage in the
091298 - meeting with A&P yesterday.  Disruptive, ill mannered and
091299 - unprofessional expression prevented effective communication, and
091300 - discouraged proactive involvement and extra effort by others. This is
091301 - the opposite result required by a project manager assigned to provide
091302 - leadership.
091303 -
091304 - Gensler's complaints were likely aimed at Welch to discourage the KH
091305 - effort for dedicated communication support; however, Robert had
091306 - reviewed and edited the notes.  The other attendees did not complain
091307 - of defects nor of being unable to understand what was expressed. Thus,
091308 - Gensler's position seemed aimed at harming KH, rather than promoting a
091309 - legitimate professional objective.
091310 -
091311 - Notes of meetings and other memos produced by Gensler do not show a
091312 - standard of utility and professional competence that justifies
091313 - criticism of Kwan Henmi's notes for the meeting with A&P on 981122, as
091314 - occurred at the meeting yesterday.  This fact calls into question the
091315 - good faith of strident criticism, in addition to being disruptive and
091316 - not useful feedback for corrections.
091317 -
091318 - While it is difficult to discern motives from over wrought emotions
091319 - displayed in a business meeting, as occurred yesterday, one objective
091320 - is likely to stifle Kwan Henmi from using meeting notes to address
091321 - business issues, as well as the technical requirements of engineers.
091322 - Gensler's requests, cited by Clonia during the meeting, to remove
091323 - explanations and to summarize narrative, were all centered on portions
091324 - of the record that show Kwan Henmi is performing its duty, as a JV
091325 - partner and architect, to work in a professional manner, subject to
091326 - impacts by Gensler and others.  Gensler's edits, as well as they could
091327 - be gathered during the meeting, seek to remove critical impacts on
091328 - Kwan Henmi's ability to perform, from the record.
091329 -
091330 - During the meeting with A&P, Clonia offered some potentially helpful
091331 - corrections of the record, however, the manner of delivery, rushing
091332 - from one matter to the next without an opportunity for response
091333 - through reasoned discourse, rendered these expressions impossible to
091334 - grasp and implement.
091335 -
091336 - As a result, Kwan Henmi cannot accept Clonia's expressions during the
091337 - meeting as an effective review or submission of additions and
091338 - corrections.  That effort must still be performed by Gensler, as
091339 - Project Manager.
091340 - ..
091341 - Following the meeting with A&P, Robert advised that wants me to
091342 -
091343 -     Use note numbers from Angelica, rather than use the system he set
091344 -
091345 - ...up on 981027 shown in the record at ref SDS 6 6435.
091346 -
091347 -     [On 981116 Robert decided to use KH numberss. ref SDS 15 6944]
091348 -
091349 - There was consideration that Angelica has proven unreliable in the
091350 - past to provide timely response on Kwan Henmi matters.  I asked for a
091351 - file on something, and in a week Angelica could not provide it.  Ivan
091352 - Romero asked Angelica to type up a simple list of drawings for the 50%
091353 - CD scope which he had prepared, and in two weeks the work had not been
091354 - performed. The record is replete with reports of documents not having
091355 - been distrubuted to either consultants nor to KH staff. Therefore
091356 - relying on Gensler to provide timely assignment of document numbers
091357 - likely invites scenarios of mixup, confusion and anger due to
091358 - continual administrative snafus.  Alternatively, KH can assign its own
091359 - number and submit the record to Gensler, who can than assign a project
091360 - numbers and make distribution without the involvement of KH in
091361 - coordinating document number sequencing.
091362 -
091363 -
091364 -
091365 -
0914 -

SUBJECTS
Notice
Meeting Note Distribution

1505 -
150501 -  ..
150502 - KH Needs to Submit Meeting Notes to Gensler
150503 -
150504 - Follow up ref SDS 10 2520, ref SDS 9 7378.
150505 -
150506 - We also reviewed, again, the need to distribute meeting notes,
150507 - explained in the letter, ref DIP 3 6552, on 981111. ref SDS 10 2520
150508 -
150509 -    [On 981116 Robert asked me to prepare transmittal. ref SDS 15 6422]
150510 - ..
150511 - Steven Hergert is attending KH meetings so that he can get
150512 - information to coordinate MW's exterior design work. He and others
150513 - need the meeting notes.
150514 -
150515 - Clonia did not take any notes during the meeting, so it may turn out
150516 - that MW is now in league with Gensler against Kwan Henmi, at least at
150517 - the Project Office level.  While visiting the project office to
150518 - deliver meeting notes, after a brief discussion, Phil brought over a
150519 - handwritten note that said "be careful what you say, there are
150520 - unfriendly ears in the office."
150521 -
150522 -    [At 1515 during the KH team meeting today, Michael, Phil and
150523 -    Bolivar all related discussions with Steven Hergert the past week
150524 -    in which Steven maintained that MW is not close to a 50% CD set,
150525 -    and is actually behind Kwan Henmi in the production of drawings
150526 -    toward a 50% CD set, as reported on 981006. ref SDS 2 1800]
150527 -
150528 -    [On 981117 Robert reports that Gensler wants MW to prepare the
150529 -    record of KH coordination with consultants. ref SDS 16 1581]
150530 -
150531 - KH has a duty of notice on results of meetings.
150532 -
150533 - Additionally, it is critical to get response or no response on the
150534 - record, so that adjustments can be made early to input from others,
150535 - including Gensler.
150536 - ..
150537 - Prepared ref DIT 1 7788 with only 2 items that are general, per
150538 - Robert's request above. ref SDS 0 2673
150539 -
150540 - Printed, ref DIT 1 7788, and the letter on 981111 explaining the need
150541 - to submit meeting notes to Gensler. ref DIP 3 6552
150542 -
150543 - Also printed the record for 981111. ref SDS 10 0000, and on 981106
150544 - which has proposed transmittal language. ref SDS 9 7378
150545 -
150546 - Took this to KH office for review with Robert this morning, since he
150547 - is not reading his email.
150548 -
150549 -
150550 -
150551 -
150552 -
1506 -

SUBJECTS
Project Management
Project Manager, Claudia Cautis

1805 -
180501 -  ..
180502 - Moscone Project Needs Effective Project Management
180503 -
180504 - An evident course of action under the record above, ref SDS 0 2673, is
180505 - for...
180506 -
180507 -    KH to notify Gensler that it will no longer meet with Clonia
180508 -
180509 - ...on project matters.
180510 -
180511 - KH will hold its own meetings Gensler should have in attendance a
180512 - responsible, professional representative for the JV team.  Clonia must
180513 - deal with KH through someone else.  KH has taken the extra step to
180514 - provide dedicated project adminsitration in the form of Robert.
180515 - Rather than loose another effective architect, should not Gensler take
180516 - a similar step to ensure effective communication and ledership, so
180517 - that the progress of the work can be maintained?
180518 -
180519 -     [On 981116 Robert requested a draft letter. ref SDS 15 4996]
180520 -
180521 -     [On 981118 reviewed with Bill Long language to support Kwan Henmi
180522 -     in resolving this matter. ref SDS 17 2352; ref SDS 17 3915]
180523 -
180524 -
1806 -
1807 -

SUBJECTS
Notice
Meeting Note Distribution
Mechanical Meeting, 981021
Telecom Meeting, 981021
Evaluation

3108 - 0812 received call from Robert
3109 -
310901 - He wants to meet at KH office.
310902 -
310903 - I printed the letter, ref DIP 3 6552, submitted on 981111 in the
310904 - record at ref SDS 10 2520, and I printed the record on 981106 with the
310905 - transmittal language. ref SDS 9 7378
310906 -
310907 -  ..
3110 -
3111 -
3112 - 0837 took cab to KH to visit Robert
3113 -
311301 - Received Robert's edits on structural notes provided yesterday......
311302 - ref SDS 11 7776
311303 -
311304 - He wants to meet at 1400 today to review notes from mechanical meeting
311305 - yesterday. ref SDS 12 0000
311306 -
311307 - I gave him the prototype meeting note he requested. ref DIT 1 7788,
311308 - and he seems to feel now that it is not a good idea to give it to
311309 - Clonia.  I concurred with this position.
311310 -
311311 - Robert had not read his email, so I gave him the letter dated 981111
311312 - on need to submit meeting notes to Gensler. ref DIP 3 6552  He read
311313 - the draft transmittal language prepared on 981106. ref SDS 9 7378
311314 -
311315 - He seems to feel it is necessary to submit these notes to Gensler, as
311316 - previously discussed.
311317 -
311318 -  ..
311319 -
311320 - Robert wants another print of the notes for the Telecom  meeting on
311321 - 981021.  He indicated an intent to perform further edits to accomodate
311322 - Clonia's request for summary expressions in the notes.
311323 -
311324 -     [On 981116 delivered another print. ref SDS 15 9940]
311325 -
311326 -
3114 -
3115 -
3116 - 1716
3117 -
311701 - After the KH team meeting, Robert and I met in the Moscone Project
311702 - Office.
311703 -
311704 - We reviewed his notes of the mechanical meeting.  He cross-referenced
311705 - a series of sketches and showed their import to the meeting yesterday.
311706 -
311707 - We reviewed the plans to verify orientation on the issues.
311708 -
311709 - I explained my thought to produce a detailed record and incorporate
311710 - his notes.  He can have this on Monday for editing.
311711 -
311712 - This joint preliminary review process seems to be an effective
311713 - collaboration toward developing useful intelligence for Kwan Henmi. We
311714 - still need to get rigged up to deliver timely intelligence to team
311715 - members.
311716 -
311717 - Robert said this procedure is working well and a help to the KH team.
311718 -
311719 -
311720 -
3118 -
3119 -
Distribution. . . . See "CONTACTS"