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


S U M M A R Y


DIARY: April 13, 1999 09:14 AM Tuesday; Rod Welch

Received call from Iman at Caltrans about Communication Metrics.

1...Summary/Objective
2...Caltrans Improving Communications, System of "Metrics" May Help
3...Set Meeting for 990414 1000 in Sacramento
4...Agenda for the meeting tomorrow...
....1...SDS and applications
....2...Acceptance by government managers
....3...Cost savings
....4...Common Administration
....5...Plan proposal submission and follow up


..............
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CONTACTS 
0201 - State of California                  916 445 6038
020101 - Mr. Iman Sallam; 916 653 2084
020102 - Construction Management

SUBJECTS
Common Administration
Caltrans, Self-evident Cost Savings
Clear Concise Complete Communication
Demonstrate SDS, Communication Metrics
Difficult to Explain SDS/POIMS
Computers Technology Centered Rather than
Control Communication Like Cost Schedule

1509 -    ..
1510 - Summary/Objective
1511 -
151101 - Follow up ref SDS 27 0000, ref SDS 26 0000.
151102 -
151103 - Caltrans Construction Management is working on improving business
151104 - communication.  Efforts are impacted by legacy systems.  Iman
151105 - indicated potential value in Communication Metrics that delivers
151106 - effective "intelligence" via Internet.
151107 -
151108 - Sent ref DIT 1 linked to this record showing agenda for meeting
151109 - tomorrow.
151110 -
151111 -      [On 990414 met with Iman and discussed web site. ref SDS 28]
151112 -
151113 -
151114 -
151115 -  ..
1512 -
1513 -
1514 - Discussion
1515 -
151501 -  ..
151502 - Caltrans Improving Communications, System of "Metrics" May Help
151503 -
151504 - Iman called about my disucssion with John on Communication Metrics for
151505 - Common Administration of construction contracts. ref SDS 27 8947  He
151506 - received my letter, ref DIP 5, that is linked to the letter to Ross
151507 - Chittenden, ref DIP 4, sent on 980406. ref SDS 26 9583
151508 - ..
151509 - Advantages of Communication Metrics using SDS...
151510 -
151511 - "Communication Metrics" supplements cost and schedule control to make
151512 - management more effective, as reviewed on 950202, ref SDS 5 0333, per
151513 - telecon with Ross on 980908. ref SDS 16 6336  It was first defined on
151514 - 950327. ref SDS 7 4822
151515 -
151516 - Key "controls" for communication are...
151517 -
151518 -      1.  organizing structure
151519 -
151520 -          Diary (date, time) - chronologies by "subject"
151521 -
151522 -          WBS methods set "subjects" from contracts, schedules, budgets
151523 -          see diary on 920211. ref SDS 1 7462
151524 -
151525 -      2.  alignment with requirements and prior commitments, per ISO
151526 -          spec for traceability to original sources. ref SDS 8 1740
151527 -
151528 -      3.  summary linked to detail, ref OF 1 3943
151529 -
151530 -      4.  analysis based on diary history avoids ambiguity per 980307.
151531 -          ref SDS 15 3668
151532 -          ..
151533 -          Expedites reading and writing. ref SDS 6 4995
151534 -
151535 -      5.  feedback, ref SDS 13 2914, ref SDS 14 0261, and ISO criteria.
151536 -          ref SDS 8 1593,
151537 -
151538 -      6.  timely, uniform distribution via Internet. ref SDS 12 3636
151539 -
151540 - The SDS program makes Communication Metrics possible, as reported by
151541 - US Army Corps of Engineers. ref DIP 6 8960 (draft #2)
151542 -
151543 - Common Administration is explained on 980328. ref SDS 22 9641
151544 -
151545 - We reviewed the goal to improve communication so that projects have a
151546 - better chance to succeed for both Caltrans and contractors.
151547 -
151548 - Iman noted that my letter uses the Internet to reduce reliance on
151549 - paper.  It provides linkages of cause and effect that show alignment
151550 - with project requirements and commitments from prior meetings, calls
151551 - and documents.
151552 - ..
151553 - This technology implements two related concepts...
151554 -
151555 -     1.  Clear, concise, complete communications. ref OF 1 1218
151556 -
151557 -     2.  Intelligence. ref OF 1 0582
151558 -
151559 - It reflects Caltrans' move toward technology that fits management
151560 - processes, cited by Ross Chittenden in his PM Network article reviewed
151561 - on 970502. ref SDS 10 4680
151562 -
151563 - Iman advised that Caltrans has been working to improve communication
151564 - because it plays a dominate role in project success (see research on
151565 - 970829. ref SDS 11 6666).  The effort must accomodate legacy systems
151566 - that extend back to the 1960s, requiring managers to fill out forms
151567 - and submit for batch data entry of management information.
151568 - ..
151569 - On 921020 Cal Tech seminar reviewed impact of computers on
151570 - Caltrans' management. ref SDS 2 4365  On 970502, Ross Chittenden's
151571 - article in PM Network (Apr 97) reported that Caltrans legacy systems
151572 - are impacted. ref SDS 10 9853
151573 -
151574 - This may be a good time in the budget cycle for evaluating new methods
151575 - and tools, like Communication Metrics for Common Administration.
151576 -
151577 -
151578 -  ..
151579 - Set Meeting for 990414 1000 in Sacramento
151580 -
151581 - We will meet tomorrow in Iman's office to consider formulating a plan
151582 - for testing Communication Metrics within Caltrans.
151583 -
151584 - This first meeting should have minimal attendance, so we can focus on
151585 - explaining the methodology and considering how it might fit with
151586 - Caltrans' systems and management practices.  This is not aimed at
151587 - "selling" but more at exploring needs, opportunities and constraints.
151588 -
151589 - If the meeting seems productive, we can then schedule another meeting
151590 - with others, as needed, to introduce this new concept.
151591 -
151592 - Iman found the Communication Metrics web site from the record on
151593 - 990406, ref SDS 26 0862, linked to ref DIP 4.
151594 - ..
151595 - He will review the web site in preparation for our meeting.
151596 -
151597 -                    http://www.welchco.com
151598 -
151599 -      [On 990414 met with Iman and discussed web site. ref SDS 28]
151600 -
151601 - ..
151602 - Agenda for the meeting tomorrow...
151603 - 
151604 -    1.  SDS and applications
151605 -
151606 -        A summary explanation is above. ref SDS 0 2635
151607 -
151608 -        Use meeting on 940901 with Department of Water Resources (DWR)
151609 -        ref SDS 3 2929
151610 -
151611 -        Intelligence, from POIMS paper. ref OF 1 0582
151612 -
151613 -        U.S. Army Corps of Engineers reviewed "intelligence" for daily
151614 -        management in a report on 970328. ref DRP 4 6172  Recent report
151615 -        on 990304, ref DRP 8, recommends wider use. ref SDS 19 7392
151616 -        ..
151617 -        Scientific theory that supports SDS on 990303.
151618 -        ref SDS 18 0920
151619 -
151620 -        ..
151621 -    2.  Acceptance by government managers
151622 -    
151623 -        Meeting on 940901 with DWR. ref SDS 3 4920
151624 -
151625 -        Usefulness. ref SDS 4 8841
151626 -
151627 -
151628 -    3.  Cost savings
151629 -
151630 -        On 971007 cost savings reported. ref DRP 5 0129
151631 -
151632 -        On 981027 cost savings reviewed and approved. ref SDS 17 7315
151633 -
151634 -
151635 -  ..
151636 -
151637 -    4.  Common Administration
151638 -
151639 -        Acceptance of help by contractors on 970107. ref SDS 9 4953
151640 -
151641 -        Example using system on 970107. ref SDS 9 9769
151642 -
151643 -
151644 -  ..
151645 -
151646 -    5.  Plan proposal submission and follow up
151647 -
151648 -        Scope of Services (prototype) and deliverables. ref DRP 4 4929
151649 -
151650 -
151651 -
151652 -
151653 -
1517 -
Distribution. . . . See "CONTACTS"