THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: February 11, 1992 03:19 PM Tuesday; Rod Welch

SDS research and ideas for Broadwater management from PMI liturature.

1...Summary/Objective
2...WBS - Artistic Blend of Organic Structures - Easy Concept, Hard Job
3...SDS Uses Organic Structures to Connect Information into Knowledge
4...Murphy's Law
5...Too Much Information Reduces Productvity
6...Information v. Knowledge


..............
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CONTACTS 

SUBJECTS
Writing Skills
Writing Skills and Tips
Proposals, Preparation to Win New Business

0605 -
0605 -    ..
0606 - Summary/Objective
0607 -
060701 - Follow up
060702 -
060703 - x0001 Scanned article OF 1, which is in PMI Net Nov 1991 on page 22.
060704 -
060705 -    It has some ideas for crafting language for writing proposals and
060706 -    sales inquiries.
060707 -
060708 -    Put it in Company personnel training, writing, and in SDS
060709 -    Marketing, Adverstizing Writing skills.
060710 -
060711 -
060712 -
060713 -
0608 -

SUBJECTS
Cost, Earned Value
Pay Application, properly evaluate
Pay Application on Projects
Pay Application on Projects, C/SCSC
Cost Management, C/SCSC

1107 -
110801 -  ..
110802 - Scanned article OF 4, which is in PMI Net Nov 1991 on page 28.
110803 -
110804 -    It explains project accounting procedures and concepts for cost
110805 -    control.  Part of this information would effect the Tudor work in
110806 -    improperly authorizing payment to Voith on pay applications that
110807 -    did not adequatley reflect the completion status of the work.
110808 -
110809 -
110810 -
1109 -

SUBJECTS
Company, Controls Systems
Scheduling, WBS
Project Planning & Oversight
WBS Planning Methods
Subject Index, 910906
MBO, Managing by Objectives, 930724
WBS Subject Index Methodology
Planning Complexity Organized Communication
Front End Investment Avoids Crisis with SDS
Subject Index Hard to Create, Needs
Organic Structure Knowledge Data - Wisdom
Complexity Managed by Power of Microcosm
Subject Indexing is Complex, Others Have

2815 -
281601 -  ..
281602 - WBS - Artistic Blend of Organic Structures - Easy Concept, Hard Job
281603 -
281604 - Follow up ref SDS 4 0000.
281605 -
281606 - Article in PMI Net Nov 1991 on page 33, ref OF 8 explains Work
281607 - Breakdown Structure (WBS).  It applies a slightly different term for
281608 - the same process...
281609 -
281610 -                 PBS = Project Breakdown Structure.
281611 - ..
281612 - WBS is a proactive planning function for large projects.
281614 -  ..
281615 - Requires major front-end investment to guide management. ref OF 8 8442
281616 -
281617 -     [On 940525 follow up article. ref SDS 7 7836]
281618 -
281619 -     [On 970502 Caltrans developed generic WBS. ref SDS 14 3588]
281621 -  ..
281622 - Defense Department says WBS creates a "family tree" of work and
281623 - relationships. ref OF 8 8855
281625 -  ..
281626 - WBS defines "manageable" components called "Work Packages" for which
281627 - costs and schedules can be established.
281628 - ..
281629 - Requires simple hierarchial numbering system to track and relate
281630 - components. ref OF 8 6480
281631 -
281632 -     [On 960324 Cognitive Science shows human mind uses hierarchial
281633 -     subject structure. ref SDS 11 8844]
281635 -  ..
281636 - Project objectives are correlated to resources based on cultural ways
281637 - of organizing people. "Work Packages" are assigned and/or procurement
281638 - follows industry specialists, functions and disciplines. ref OF 8 5145
281640 -  ..
281641 - WBS is an "artistic blend" of work process, physical components,
281642 - organizational structure, ref OF 8 9642  and project life cycle phases
281643 - and functions. ref OF 8 8456  The "art" is in making judgements about
281644 - "manageable" work package scope.
281646 -  ..
281647 - Hierarchial numbering system and "family tree" of work packages for
281648 - physical components, work processes and organizational structure
281649 - comprises an...
281650 -
281651 -                        organic structure
281652 -
281653 - ...that is flexible enough to grow as new needs are identified based
281654 - on project experience.
281656 -  ..
281657 - WBS is not an easy job, ref OF 8 8456, similar to subject indexing as
281658 - reported in Byte on 910418. ref SDS 2 5584
281659 -
281660 -     8 main objectives. ref OF 8 0280
281661 -
281662 -    13 steps to prepare WBS. ref OF 8 8442
281663 -
281664 -       Common problems, ref OF 8 9639.
281666 -  ..
281667 - CPM planning is facilitated by WBS. ref OF 8 9472 and ref OF 8 5029
281668 -
281669 -    [On 970406 WBS created for Richmond Harbor project, and applied
281670 -    for granular divisions of organic structure in the Subject
281671 -    Index. ref SDS 13 0001
281673 -  ..
281674 - Physical components are primary WBS "Work Packages" because they are
281675 - objective criteria that people can see are relatively independent and
281676 - constant. ref OF 8 8672
281678 -  ..
281679 - Work Packages are also called "deliverables."
281681 -  ..
281682 - An example is an airplane engine. ref OF 8 2940
281684 -  ..
281685 - Another example is information that must be examined, such as a
281686 - specification, manual, policy, procedure, regulation; or, a place that
281687 - must be visited.
281689 -  ..
281690 - Like CPM activities, things are define based on having a clear
281691 - beginning and end.
281693 -  ..
281694 - WBS components, elements and Work Packages are like mini-projects.
281696 -  ..
281697 - Doing all of the small projects, or Work Packages creates the
281698 - completed main project.  Any element can be broken down further, if
281699 - necessary.  An airplane engine can be have a power package, a control
281700 - package, a test package, and so on.  This ability to breakdown
281701 - elements into smaller parts imparts the idea of organic structure.
281702 -
281704 -  ..
281705 - SDS Uses Organic Structures to Connect Information into Knowledge
281706 -
281707 - WBS procedures cited above, ref SDS 0 4617, are similar to the SDS
281708 - Subject Index, particularly calling for a hierarchial numbering system
281709 - that correlates work process, organizational chart, ref OF 8 8630,
281710 - cost accounts, ref OF 8 4637, and the CPM schedule... ref OF 8 9472
281712 -  ..
281713 - Organic structures improve on traditional "key word" information
281714 - retrieval systems, reviewed on 891117. ref SDS 1 5762
281716 -  ..
281717 - Like WBS, Subject Indexing is hard, see on 910401. ref SDS 2 5584
281718 -
281719 -     [On 940317 SDS manages complexity of life. ref SDS 6 3920]
281720 -
281721 -     [On 960322 analysed solution to complexity. ref SDS 10 6544]
281722 -
281723 -     [On 960324 reviewed organic structures to manage complexity,
281724 -     again. ref SDS 12 8844]
281726 -  ..
281727 - A primary requirement of WBS is ensure that components are not defined
281728 - more than once. ref OF 8 8934  The flexibility of language can result
281729 - in a component with two or more different names that are logically
281730 - positioned in different places making it difficult to recognize they
281731 - are the same component.
281733 -  ..
281734 - Similarly, the Subject Index requires unique catagories; but, unlike
281735 - WBS, utility is enhanced by cross-references in different structures.
281736 -
281737 -
281738 -
281739 -
281740 -
2818 -

SUBJECTS
Strategic Management Integrated with
Executive Training, 930726
Internal management
Correlation to accepted practice and
MBO - Managing by Objectives
MBO, Managing by Objectives, 930724
Information Management
Management productivity & Teamwork
Murphy's Law, avoiding mistakes

3811 -
381201 -  ..
381202 - Scanned article at ref OF 11 line 11, which is in PMI Net Nov 1991 on
381203 - page 37.
381204 -
381205 -    It has a good explanation of how to integrate organizational
381206 -    strategic management with project management; indicating how to
381207 -    recognize when project management practices are needed in a large
381208 -    organization.   This applies to Wayne Wetzel's observation that
381209 -    DNRC needs a project management services group, ref SDS 3 line
381210 -    111.
381212 -     ..
381213 -    The article has some explanations at ref OF 11 line 134, which
381214 -    though not so labeled, seem to me to show how to apply MBO
381215 -    principals.
381216 -
381218 -  ..
381219 - Murphy's Law
381220 - Too Much Information Reduces Productvity
381221 -
381222 - Found support for this proposition at ref OF 11 8922, which underlies
381223 - the the argument in favor of SDS at ref OF 21 line 14, at ref 19 line
381224 - 107, and at ref OF 21 line 119.
381225 -
381226 -    This idea is set out on 931008 reviewing the article in Van
381227 -    Kasper's newsletter on the "Information Revolution. ref SDS 5 4757
381228 -
381229 -
381231 -  ..
381232 - Information v. Knowledge
381233 -
381234 - The same passage at ref OF 11 8922 supports the POIMS thesis that
381235 - managers must convert information into knowledge, which we advocate at
381236 - ref OF 21 line 48.  It recognizes the importance of making a conver-
381237 - sion from "data" to "information," but does not seem to understand the
381238 - importance of converting "information" into "knowledge."
381239 -
381240 -       [Knowledge is later defined at ref SDS 9 line 150.]
381241 -
381242 -
381243 -
3813 -