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


S U M M A R Y


DIARY: July 20, 1995 12:44 PM Thursday; Rod Welch

Deliver planning status on PMI Event Program planning to Linda.

1...Summary/Objective
2...Background


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CONTACTS 

SUBJECTS
PMI Event Program Meeting, 950719
Reports/Analysis

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Followed up work at ref SDS 16 line 39.
050602 -
050603 - Followed up work at ref SDS 15 line 28.  Submitted ref DIP 2 line 30
050604 - to Linda to support her understanding of the planning todate.
050605 -
050606 - Included this record, the record of the meeting today in Oakland, ref
050607 - SDS 15 line 60, the panel discussion yesterday, ref SDS 14 line 37,
050608 - and the composite record used to explain status of planning for
050609 - recruiting prospective speakers, ref DIP 1 line 110.
050610 -
050611 -    Sent Linda EM notifying her I am delivering the material tomorrow
050612 -    so she has time to absorb it.  Asked her to let me know if she
050613 -    wishes to meet for an explanation.
050614 -
050615 -
050616 -
050617 -
0507 -
0508 -
0509 - Analsysis
0510 -
051001 - Ahmet requested a report to Linda on the status of planning todate.
051002 -
051003 -
051004 - Background
051005 -
051006 - At the 950412 PMI monthly meeting in San Francisco, the dinner speaker
051007 - Joel Koppleman, president, said his firm had difficulty completing a
051008 - major project despite using a leading CPM program, because project
051009 - managers did not tell Joel the truth about the status of the project,
051010 - ref SDS 1 line 322.
051011 -
051012 - At a PMI Workshop on 950428, Gopal Kapur reported that over the past
051013 - 10 years the increase in the flow of information in the IT sector has
051014 - significantly reduced management productivity, ref SDS 2 line 286.
051015 -
051016 - In a telecon on 950502, Rod Welch suggested to Rosanne Sykes that PMI
051017 - sponsor an event on communications next year to address issues arising
051018 - from the Primavera experience, and Gopal's report, ref SDS 3 line 60.
051019 - Rosanne requested a proposal.
051020 -
051021 - At the 950517 PMI monthly meeting in Plesanton, Bill DeHart, Rod
051022 - Welch, Stan Watson and Ahmet Taspanar discussed Rosanne's request for
051023 - a proposal.  Consideration was given to proposing 2 events because
051024 - management communications is too broad for adequate treatment in one
051025 - event, ref SDS 4 line 209.
051026 -
051027 - On 950524 a meeting was held with Bill DeHart, Cheryl Leff and Rod
051028 - Welch in the Welch office in San Francisco, ref SDS 5 line 58, to
051029 - consider the feasibility of doing two events on communications. Cherly
051030 - said she can support advertising in the PMI Newsletter, ref SDS 5 line
051031 - 76.
051032 -
051033 - On 950601 Bill DeHart and Rod Welch began detailed analysis for
051034 - initiating two events on communications.  During the meeting Ahmet was
051035 - called and he said to plan for 4 events, with the first one in Nov
051036 - 1995, ref SDS 6 line 372.  Ahmet asked Bill and I to join a meeting in
051037 - Oakland on 950608 to launch the Event Program Team.
051038 -
051039 - On 950608 Bill, Rod, Ahemt and Bob met in Oakland and developed a
051040 - proposal for submission to the PMI Board for a series of coordinated
051041 - events on the theme of Management Communications, ref SDS 7 line 77.
051042 - This group was designated as the Event Program Team with Ahmet as the
051043 - Event Program Manager.
051044 -
051045 - On 950612 Ahmet submitted the Event Program proposal to the Board, ref
051046 - SDS 8 line 287.  Ahmet requested that Rod Welch and Bill DeHart
051047 - prepare a plan for the Nov event, ref SDS 8 line 309.  Rod Welch
051048 - advised that a predicate to preparing a plan for a Nov event is
051049 - adoption of an Event Program Plan to guide planning for each event,
051050 - including the Nov event.   Rod requested that the Event Program Team
051051 - meet within two weeks to comment and approve the Event Program Plan
051052 - for submission to the Board at the 950712 meeting, ref SDS 8 line 315.
051053 -
051054 - On 950612 following the PMI Board meeting, a draft plan was submitted
051055 - to Ahmet for an Event Program Plan, ref SDS 8 line 32, and for a Nov
051056 - event.  Ahmet did not receive this submission due to failed delivery
051057 - of the mail.
051058 -
051059 - On 950629 Bill DeHart and Rod Welch met in Antiock and began planning
051060 - for the Event Program, ref SDS 9 line 75, with emphasis on the Nov
051061 - event, ref SDS 9 line 676. Themes, content, speakers, location and
051062 - dates were determined.  Critical issue was assignment of Project
051063 - Managers ref SDS 9 line 474, and a project launch meeting to
051064 - coordinate among the 4 events, ref SDS 9 line 584. The results of this
051065 - meeting were submitted to Ahmet.
051066 -
051067 - On 950706 Bill, Rod and Ahmet met.  Assignment of Project Managers was
051068 - deferred because consideration was given to coordinating with the PMI
051069 - Professional Development manager since the Event Program Plan included
051070 - 2 one day events and these were considered within the jurisdiction of
051071 - Professional Development, ref SDS 10 line 433. A meeting was scheduled
051072 - to accomplish this coordination.  Ahmet reported he did not receive
051073 - prior planning reports.  These were hand delivered after the meeting.
051074 -
051075 - On 950711 Ahmet reported via telecon he had reviewed the Event Program
051076 - plans and found the are excellent ideas which he will support, ref SDS
051077 - 11 line 74.
051078 -
051079 - On 950719 Bill, Linda, Bob, Ahmet and Rod met in Oakland about
051080 - coordinating the Event Program theme with the Monthly Meeting program
051081 - theme.  The theme of transitioning from classical to modern project
051082 - management was voted for recommendation to the Board, ref SDS 15 line
051083 - 139.  There was no consideration of applying the prior two months
051084 - planning to support the new theme.
051085 -
051086 -
0511 -