THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: November 6, 1998 11:03 AM Friday;
Rod Welch
Visited Bill at Kwan Henmi on Moscone invoice, and on procedures.
1...Summary/Objective
2...Received Payment for October Invoice
3...Welch Billing Will Be Lump Sum; KH to Make Breakdown if Needed
4...Kwan Henmi Accepts Welch Proposal, Needs Language on Insurance
5...Risk Management Requires Proactive Discovery
6...Comm Metrics Linkage and Alignment Support Proactive Management
7...Gensler Conduct on Design Correlates with KH Rework on Schedule
8...Proactive management requires identifying emerging patterns in order
9...Kwan Henmi's Letter to Gensler on Schedule for 50% CD
10...DSL Updgrade for Internet Access, Presentation on 981109
..............
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CONTACTS
0201 - Kwan Henmi 415 777 4770 fax 5102
020101 - Mr. William N. Long, AIA; Architect
0202 - Kwan Henmi 415 777 4770 fax 5102
020201 - Ms. Gul Bhatia
020202 - Accounting Department
SUBJECTS
Moscone Center, Phase III
Welch Company
Contracts/Agreements
Invoice, 981030
Procedures, Invoicing
Terms and Conditions
Scope of Services
1109 - ..
1110 - Summary/Objective
1111 -
111101 - Follow up ref SDS 24 0000, ref SDS 23 0000.
111102 -
111103 -
111104 -
111105 -
111106 -
1112 -
1113 -
1114 - Progress
1115 -
111501 - This morning there was a message from Bill yesterday afternoon that
111502 - said my email invoice is adequate. He printed it and gave it to Gul
111503 - with his initials for approval. Bill's message said it was not
111504 - necessary for me to bring a printed copy to the Kwan Henmi office.
111505 - ..
111506 - This morning I called Gul to see about picking up the payment.
111507 -
111508 - She said that a breakdown is needed of the payment amount in order
111509 - that she can bill the customer.
111510 -
111511 - I asked for a list of the accounts Kwan Henmi wants to use for
111512 - allocating my cost.
111513 -
111514 - Gul said when I come by this morning to pickup the check, she will
111515 - give me a listing of accounts. She wants me to prepare a new invoice
111516 - showing the breakdown.
111517 -
111518 -
111519 - ..
111520 - Received Payment for October Invoice
111521 -
111522 - When I arrived, Gul submitted check #8423 in payment of our invoice,
111523 - ref DIP 1 6479, in the amount of $5K, which was submitted yesterday.
111524 - ref SDS 24 3570
111525 -
111526 -
111527 -
111528 - ..
111529 - Welch Billing Will Be Lump Sum; KH to Make Breakdown if Needed
111530 -
111531 - There was discussion that Gul wants a breakdown of the amount for
111532 - billing purposes, per our discussion earlier this morning. She wants
111533 - the invoice to show hours and a rate charged against KH accounts for
111534 - the Moscone project.
111535 -
111536 - Bill Long joined us at the front lobby, and advised that he had called
111537 - while I was in transit, and left a message that detail is needed on
111538 - the invoice.
111539 -
111540 - Gul provided a listing of standard billing accounts uses for Moscone.
111541 -
111542 - Bill identified account numbers for meetings and administration to
111543 - allocate Welch time.
111544 - ..
111545 - I showed an example of an invoice on Corps of Engineers work,
111546 - showing standard SDS output that identifies catagories of work, hours
111547 - and billing amounts. In this case, we are not billing all of the
111548 - hours, since a good deal of time will charged to research and
111549 - marketing.
111550 -
111551 - Upon discussion, Gul advised that it is not necessary for Welch to
111552 - provide a breakdown for the invoice. She will make an allocation in
111553 - her billing process.
111554 -
111555 - Gul had received a copy of ref DIP 2 0000 for the agreement on a scope
111556 - of services for Moscone, submitted yesterday. ref SDS 24 2816
111557 -
111558 -
111559 - ..
111560 - Kwan Henmi Accepts Welch Proposal, Needs Language on Insurance
111561 -
111562 - Bill advised that the proposed agreement, ref DIP 2 0000, submitted
111563 - yesterday, ref SDS 24 2816, is acceptable to Kwan Henmi.
111564 -
111565 - Bill explained that some language concerning insurance coverage needs
111566 - to be added.
111567 -
111568 - Gul will provide this additional language next Tuesday, so I can add
111569 - it to the agreement.
111570 -
111571 -
111572 -
111573 -
1116 -
SUBJECTS
Communication Manager
Collaborate, Executives, Not Replaced
Capture the Record, Connections
Discover Conflicts, Errors
Subject Indexing
Communication Manager Aligns Team Metrics
Proactive Discovery Learning Analysis
Risk Management Complexity Mistakes
Orientation Presentations
Com Manager Helps People Learn SDS on the Job Transitioning Build Fai
Scribe Com Manager Deliberates Organizational Memory Different Tasks
Com Manager Need Not Attend Meetings
Number Com Managers Varies
Reengineer Management Com Manager Adds Intelligence to Information Im
2917 -
291701 - ..
291702 - Risk Management Requires Proactive Discovery
291703 - Comm Metrics Linkage and Alignment Support Proactive Management
291704 -
291705 - Bill asked about the role of management to identify links for the
291706 - record, and the role of the Communication Manager?
291707 -
291708 - He feels the author of a document can jot down what links to make in
291709 - order to accomplish effective intelligence.
291710 -
291711 - [On 981202 USACE asked about this. ref SDS 26 5840]
291712 -
291713 - This discussion arose in connection with the document log, and how the
291714 - input is created automatically for issued documents, while received
291715 - documents require some additional time to be received into the record.
291716 - ..
291717 - The doc log was developed for the Internet on 981015.
291718 - ref SDS 8 5292
291719 -
291720 - Experience shows investmenting time to "receive documents into the
291721 - record," by making identification, assignment of subjects, developing
291722 - alignment links and analysis, pays off in more thorough consideration
291723 - of the meaning, correlations and implications of formal
291724 - correspondence, including impact on earnings.
291725 -
291726 - Communication Managers have expertise to do this work.
291727 -
291728 - Bill wants to ensure that relevant and important links are created,
291729 - and so of course the author and addressee of a document are well
291730 - positioned to provide input. Bill cited a scenario of the Com Manager
291731 - being aided by such input, particularly when supporting multiple
291732 - projects.
291733 -
291734 - [On 990105 USACE District Counsel in San Francisco expressed
291735 - similar objective. ref SDS 27 6392]
291736 - ..
291737 - This is similar to obtaining input from attendees at meetings
291738 - for preparing the record. Discussion with the Moscone KH team on
291739 - 981016 did not yield concensus on a procedure to obtain input from
291740 - affected parties, ref SDS 9 1446, although in the past week, team
291741 - members have begun to provide input.
291742 -
291743 - I think there is a good chance this will work.
291744 -
291745 - We considered briefly that this kind of support from management is
291746 - very helpful. Often managers are focused on their next meeting, phone
291747 - call, and letter, and so there is not enough time to think of
291748 - correlations and implications, as cited on 970910. ref SDS 3 3479 This
291749 - point was made at the KH team meeting on 981016. ref SDS 9 2562
291750 - ..
291751 - The continual flow of information at meetings makes it difficult
291752 - for participants to prepare legible, coherent records. But poorly
291753 - prepared notes that are even mostly illegible, are useful to the
291754 - Communication Manager in assembling good intelligence, as discussed
291755 - with Monte Jaggers at USACE on 961023. ref SDS 1 2079, and later with
291756 - HQUSACE on 971202. ref SDS 5 1883
291757 -
291758 - As well, limited span of attention innate to human cognition reveals 2
291759 - to 4 subjects for a document. The report by the U.S. Army Corps of
291760 - Engineers on 971007 showed that the actual number of subjects impacted
291761 - is often many times greater than conscious span of attention
291762 - recognizes, especially for complex projects. ref DRP 3 5443 Span of
291763 - attention was reviewed on 970829. ref SDS 2 4181
291764 -
291765 - Therefore Communication Metrics seeks to create synergy through
291766 - collaboration between the Communication Manager, the executive and the
291767 - team (staff).
291768 - ..
291769 - The Communication Manager actually has two primary kinds of
291770 - alignment to create for all documents...
291771 -
291772 - 1. Determine what subjects to assign.
291773 -
291774 - 2. Create useful links to prior related events and documents.
291775 -
291776 - (For full discussion see USACE report on 971007. ref DRP 3 4680)
291777 -
291778 - The SDS environment automatically brings forward, in creating a new
291779 - record from a prior related event, many more subjects that require
291780 - consideration for applicability to the new document, than can be
291781 - recognized within the conscious span of attention, as noted in the
291782 - POIMS paper. ref OF 1 0557
291783 - ..
291784 - Additionally, the Communication Manager by virtue of creating
291785 - daily intelligence, is aware of correlations and implications that
291786 - escape the busy manager.
291787 - ..
291788 - Bill noted that if the Communication Manager is spread too thin,
291789 - then the quality of intelligence will suffer, which he cited
291790 - previously on 980917. ref SDS 6 6270
291791 -
291792 - We further considered that the SDS record is not static.
291793 -
291794 - Communication Metrics is a process of thinking through writing.
291795 -
291796 - Just as "thinking" is a constant process of aligning new information
291797 - and recognizing new correlations and implications, so, too, is the
291798 - process of growing our knowledge in the SDS record. New information
291799 - is constantly being linked back to prior records, so that cause and
291800 - effect are clear.
291801 -
291802 - It is not necessary to think of everything at once, because the POIMS
291803 - process of "plan, perform, report," that makes Communication Metrics
291804 - possible, offers constant reminders of new issues and broader
291805 - implications. ref OF 1 6649
291806 - ..
291807 - Bill emphasized that the earlier critical relationships and
291808 - patterns emerge, the greater the opportunity to make adjustments that
291809 - avoid extra cost and delay.
291810 -
291811 - Therefore, the combination of input from the author, the SDS
291812 - environment and the daily exposure of the Communication Manager to the
291813 - full record, all provide a much better chance to create useful
291814 - intelligence, relative to present practice.
291815 -
291816 -
291817 -
291818 -
2919 -
SUBJECTS
50% Interior Package
Schedule 50% CD Rework Communication wtih
Policies Procedures
KH Work Stopped to Fix Gensler or KH Error
Proactive Discovery Learning Analysis
3508 -
350801 - ..
350802 - Gensler Conduct on Design Correlates with KH Rework on Schedule
350803 -
350804 - As an example, I suggested we walk back to Bill's work station, and
350805 - take a moment to examine the record of our discussion for 981103,
350806 - concerning instructions by Gensler on Kwan Henmi's schedule for the
350807 - 50% CD set. ref SDS 23 1504
350808 -
350809 - Bill saw the process of identifying issues that impact progress, and
350810 - ultimately the success of the project.
350811 -
350812 - I explained having entered this information today, even though it
350813 - related to a discussion several days ago, because in entering Robert
350814 - Rudeen's Project Work Summary for 981030, also done this morning, at
350815 - ref SDS 20 7739, there was a report of an incident similar to that
350816 - which Bill related on 981103. Under Risk Management practice, a
350817 - pattern of impulsive and disorderly communications may comprise a
350818 - hostile work environment that damages a party to a joint venture
350819 - agreement, as here involved.
350820 - ..
350821 - On 981103 set out the risk that hostile, disruptive
350822 - communications can cause large losses. ref SDS 23 7524
350823 -
350824 - ..
350825 -
350826 - Proactive management requires identifying emerging patterns in order
350827 - to fashion a solution before the impact grows too large, and if a
350828 - remedy is not implemented, then the record supports recovery through
350829 - the dispute process.
350830 -
350831 - Bill clicked on the link in the record of our discssion on 961103 and
350832 - noticed the correlation of the problem he reported, with the event
350833 - reported by Robert. ref SDS 23 7524
350834 -
350835 - Thus, Communication Metrics permits capturing important links at any
350836 - time.
350837 -
350838 - Input from everyone on what is important is essential.
350839 -
350840 -
350841 - ..
350842 - Kwan Henmi's Letter to Gensler on Schedule for 50% CD
350843 -
350844 - Bill noticed the action item in the record of our meeting on 961103 to
350845 - get the letters he and Denis issued to Gensler so that the record can
350846 - be used to guide future intelligence. ref SDS 23 2677
350847 -
350848 - He will send via email his letter to Gensler.
350849 -
350850 -
350851 -
350852 -
350853 -
3509 -
SUBJECTS
Internet Access
3604 -
360401 - ..
360402 - DSL Updgrade for Internet Access, Presentation on 981109
360403 -
360404 - I asked Bill about progress on upgrading KH Internet access, from our
360405 - discussion on 981030. ref SDS 21 0649
360406 -
360407 - He plans to present a proposal to KH management on Monday, 981109.
360408 -
360409 - [On 981106 Mountain Computer contacting KH. ref SDS 25 3865]
360410 -
360411 - [On 990305 project approved, but held for budget priorities, per
360412 - record at ref SDS 28 2952]
360413 -
360414 -
360415 -
3605 -
Distribution. . . . See "CONTACTS"