FREEMAN SCHOOL OF BUSINESS MGMT 4900-22 Business Integrative Capstone Fall 2015 Instructors: Edward “Ted” George and Arlene Nesser Office Phone (504) 585-7253 (George) (504) 896-7626 (Nesser) E-mail: George@chaffe.com Arlene@commanderspalace.com Office: Room #540, GWI Blackboard Site: myTulane.blackboard.com Office Hours: By appointment Class Location: TBD Class Meeting Day & Time: Thursday 5:00-6:15pm Thursday 6:30-7:45pm Course Description: In MGMT 40, students will pull together and integrate the knowledge, skills, and concepts acquired from the core classes and majors in the Bachelor of Science of Management degree. Working from case studies, students will make, present and defend strategic business decisions from functional area perspectives and a total organizational perspective. The class will be organized into teams, and the highlight of the course will be a final BSM Case Competition involving all students taking the Capstone course. The course requirements include an individual written case analysis and a team case analysis and presentation. Students will also be graded on class attendance and participation and their ability to work effectively and contribute as team members. Course Prerequisites: All BSM 3000-level core courses and Senior Standing. Must be taken concurrently with MGMT 401. Together, these courses serve as the Business Capstone Experience. Course Goals MGMT 4900 is the required business integration Capstone course for the Bachelor of Science in Management (BSM), and it is taught in conjunction with MGMT 401: Strategic Management. MGMT 401 provides the background knowledge and foundation for MGMT 4900 in terms of strategic management and case analysis skills. MGMT 4900 utilizes Harvard’s case analysis concepts applied to the case studies chosen for this course. The selected cases require students to integrate material from many of the courses that each have taken during their undergraduate studies. The case analyses and presentations require that the student demonstrate the ability to analyze and communicate recommendations on complex business situations. The course requires that each student work as a member of a team to evaluate cases and to compete against other teams in a case competition. Thus, a desired learning goal in MGMT 4900 is to become 1 2489415-1 2526613-1 accustomed to team analysis and presentation tasks. Students will be evaluated on analysis, critical thinking, innovation and communication skills both individually and as a team. The cases and other materials may be obtained at https://cb.hbsp.harvard.edu/cbmp/access/38335604 The ETS examination: In this course, students will be required to take a comprehensive exam known as the ETS® Major Field Test for the Bachelor's Degree in Business and this exam is part of the course grade. The exam contains 120 multiple-choice questions designed to measure a student's subject knowledge and the ability to apply facts, concepts, theories and analytical methods. Some questions are grouped in sets and based on diagrams, charts and data tables. The questions represent a wide range of difficulty and cover depth and breadth in assessing students' achievement levels. The test covers the following areas (coverage): Accounting (~15%), Economics (~13 %), Management (~15%), Quantitative Business Analysis (~11%), Information Systems (~10%), Finance (~13%), Marketing (~13%), Legal and Social Environment (~10%) and International Issues (overlapping and drawn from other content areas previously listed). This standardized examination will be administered during the semester or during the final examination period. Time slots and rooms will be assigned. Student Learning Objectives MGMT 4900 builds on the student’s entire educational experience and coursework in the BSM program and provides opportunities for the student to apply this experience and knowledge in team-based case analyses, presentations, and a case competition that requires students to integrate concepts and knowledge from many fields in business. The course also emphasizes the necessity of working well with others in a competitive environment to succeed in business. The basic philosophy of MGMT 4900 is that learning is an active, engaged process in which you must participate fully to get the most out of the course. You learn as much from your colleagues as you do from the professor. The professor’s role is to provide a framework and environment conducive to learning and to facilitate the learning process. The course enhances your abilities to think, to learn, to make informed decisions, and to develop into stronger, more effective leaders. Substantive Knowledge To develop a general management perspective (i.e., a capacity for dealing with problems and opportunities on a company-wide basis) and to integrate the knowledge gained in previous courses into this perspective. To apply these concepts to real-world problems. To improve your understanding of business and corporate environments. Process Skills To analyze and present cases: formulate solutions, develop strategic alternatives, select the “best” approach, and propose a plan for implementation of your strategy. To develop creative solutions to strategic and operational problems. To think strategically. To present and to get your ideas across to top management. To improve, through class discussion, your communication skills, including persuasion and 2 2489415-1 2526613-1 thinking “on your feet.” Course Materials: Students will be directed to Harvard Publishing for purchasing and downloading course materials. Grading Individual Case Assignment Team Case Analysis and Presentation – Presentations 1 and 2 Evaluation of Other Teams’ Case Presentations (Critique Forms) ETS Exam Stewart Foundation Case Competition (or Alternate assignment for students not advancing to Case Competition) Class Attendance and Participation Total 5% 50% 5% 10% 20% 10% 100% Each of the components will be graded on a 10-point scale with increments (10.0, 9.75, etc.). The Stewart Foundation Case Competition will be evaluated and graded on case analysis skills (critical thinking, strategy, marketing, financial modeling, etc.), the quality of the presentation, and the PowerPoint document. Final grades will be determined from weighting each individual grade received for an assignment and summing the result. The highest achievable grade is 10.0. The following grade matrix will be used to determine the final letter grade: From 9.20 8.86 8.52 8.18 7.84 7.50 7.16 6.82 6.40 0 To 10.00 9.19 8.85 8.51 8.17 7.83 7.49 7.15 6.81 6.39 Grade A AB+ B BC+ C CD F Team Case Analyses and Presentation: The class will be divided into teams of four to five members. When choosing team mates, it is an advantage to have a marketing major, a finance major, an accounting major, etc. versus team members all from the same academic major. Each team will be required to prepare analyses of comprehensive business cases that span several functional areas in business (e.g., accounting, finance, human resources, information systems, legal and regulatory, marketing, operations, supply chains, and strategy) and to prepare case presentations that analyze the cases. Each team will be graded on the quality of its analysis, presentation, and PowerPoint document. Each team member is to have a role in the presentation. 3 2489415-1 2526613-1 Two copies of the team’s case presentation should be given to the professors at the beginning of the class when the assignment is due. The assignments and due dates are given in the course schedule. Please use a cover page; put the case name, the team’s name, team members’ names, page number, and date on each page. Stewart Foundation Case Competition: Each MGMT 4900 section will advance its top team(s) to the Stewart Foundation Case Competition. The Stewart Foundation Case Competition will be judged by a team of academic and business leader judges; the judges’ evaluations and rankings will be used to determine the grade on the case competition. Each team will be graded on the quality of its analysis, presentation, and PowerPoint document. Each team member is to have a role in the presentation. The top three teams emerging from the Stewart Foundation Case Competition will receive an A grade for the course and a monetary stipend. The runner ups will be subject to the grading criteria for a final grade. Alternate Assignment: Those students not competing in the BSM Team Case Competition will be required to complete the Alternate Assignment, either as a team or an individual student. Individual student presentations of the Alternate Assignment will utilize PowerPoint slide deck with notes to supplement the slide deck. Class Attendance: Class attendance is mandatory and any excused absence must be coordinated with the professor or the teaching assistant. Absences will require a make-up assignment unless waived by the professor. Statement about Academic Integrity This class will be conducted in full accordance with Tulane’s policies about academic integrity including, but not limited to, the Code of Academic Integrity and the Code of Student Conduct. These can be found at: http://tulane.edu/college/code.cfm and http://tulane.edu/studentaffairs/upload/02Academic.pdf “Tulane University recognizes the inherent dignity of all individuals and promotes respect for all people. As “One Wave,” Tulane is committed to providing an environment free of all forms of discrimination based on race, ethnicity, creed, religion, gender, gender identity and sexual orientation, as well as all forms of sexual harassment, including sexual assault, domestic and dating violence, and stalking. If you (or someone you know) has experienced or experiences discrimination, domestic violence, sexual assault or sexual harassment, know that you are not alone. Resources and support are available. Learn more at onewave.tulane.edu. Any and all of your communications on these matters will be treated as either “Strictly Confidential” or “Mostly Confidential” as explained in the chart below.” Strictly Confidential Except in extreme circumstances, involving imminent danger to one’s self or others, nothing will be shared without your explicit permission. Mostly Confidential Conversations are kept as confidential as possible, but information is shared with key staff members so the University can offer resources and accommodations and take action if necessary for safety reasons. Coordinator of Violence Prevention | (504) 3142161 Counseling & Psychological Services (CAPS) | (504) 314-2277 Student Health Center | (504) 865-5255 Tulane University Police (TUPD) | (504) 8655911 Office of Institutional Equity | (504) 862-8083 Sexual Aggression Peer Hotline and Education (SAPHE) | (504) 654-9543 4 2489415-1 2526613-1 Freeman Educational Norms and Expectations This class will be conducted in full accordance with Freeman’s Educational Norms and Expectations. Please reread the Norms and Expectations, which can be found at http://www.freeman.tulane.edu/students/bsm/pdf/Expected%20Behavioral%20Norms.pdf Learning Disabilities Under the Americans with Disability Act and the Section 504 of the Rehabilitation Act, if you have a disability, you may have the right to an accommodation; however, the right is contingent upon you taking certain steps. You should review the steps that you need to take, as well as Tulane’s policy concerning accommodations at http://tulane.edu/studentaffairs/disability/accommodations.cfm Any student with a disability, in need of course or examination accommodation, should request an accommodation through the University’s Office of Disability Services (ODS) located in the Mechanical Engineering Building. At the beginning of the semester, please provide us with a copy of your approved ODS accommodation form. We are committed to working with ODS to ensure that we provide you with all approved accommodations. If you do not deliver the approved accommodation form to us, we will not know that ODS approved your accommodation and will have no basis to provide those accommodations. PLEASE NOTE: For students with extended time accommodation, you are to take your exams within the Freeman School, please take your Exam Request Form to Suite 200 at least three days before the exam and the Office of Undergraduate Programs will schedule your exam. You must begin your exam when the class normally would begin. For all other accommodations, please take your form to ODS and they will schedule your exam. Specific Course Policies Students are expected to attend all classes unless previously excused by the professor. Attendance and participation are part of the grading criteria. The course demands interaction and class discussions—students should be prepared for each class to contribute insights, ideas, critiques etc. Be on time. Late to class is disrespectful to fellow students who may already be engaged in discussions or presentations. Business careers demand timely execution and completion of tasks within strict time frames. This course emphasizes these points repeatedly. Focus on the course work and discussion. Students may only use a computer in class for note taking or presentation work. Emailing, texting and similar uses of any electronic device during class is distracting and again disrespectful of the professor and fellow students. CLASS SCHEDULE SESSION Thursday Aug. 27 TOPICS Tulane Spring Semester Begins Course Overview--Expectations Formation of Teams 5 2489415-1 2526613-1 ASSIGNMENTS, INFO, DUE DATES Practice Case - Martin Blair; Assignment is to meet with your team before the next class to discuss and critically analyze the case; Each Case Analysis Teamwork Skills Strategic Analysis Measuring Performance Thursday Sept.3 Thursday Sept. 10 Thursday Sept. 17 Thursday Sept. 24 Thursday Oct. 1 Thursday Oct. 8 Thursday Oct. 15 individual will then prepare a written analysis of this case with a recommended course of action for Blair; CLASS CANCELLED Analysis of Blair case Review video of sample case study presentation; Format for Case Presentations; Presentation skills; Critical thinking and analysis TEAM PRESENTATION #1 TEAM PRESENTATION #1 Individual Meetings with teams TEAM PRESENTATION #2 6 2489415-1 2526613-1 Turn in individual analysis of Blair case at the beginning of class. Be prepared to actively participate in class discussion/analysis. Explore strategy, financial analysis, marketing, etc. Assignment of Round 1 Case for Team Presentations Lecture focuses on further examples of strategy formulation, case analysis, critical thinking, execution plans and overall presentation skills. Students will read the case(s) for next week’s presentations. Prepare for Team presentations to be conducted over the next 2 weeks. Give copy of PowerPoint presentation to professor when you present. (Expect 4 teams to present today.) All students will fill out individual critique forms and turn them in at the end of class as part of your grade. Presentations will be videotaped. (Library assignment is to watch the video of your presentation.) Give copy of PowerPoint presentation to professor when you present. (Expect 4 teams to present today.) All students will fill out individual critique forms and turn them in at the end of class as a part of your grade. Presentations will be videotaped. (Library assignment is to watch the video of your presentation.) Teams scheduled for individual meetings will need to bring all data related to case study presented – goal is to improve the case analysis skills before presenting Case Study #2. Give copy of PowerPoint presentation to professor when you present. (Expect 4 teams to present today.) All students will fill out individual critique forms and turn them in at the end of class as a part of your grade. Presentations will be videotaped. (Library assignment is to watch the video of your presentation.) Thursday Oct. 22 Individual meetings with teams Teams scheduled for individual meetings will need to bring all data related to case study presented – goal is to improve the case analysis skills before presenting Case Study #2. Thursday Oct. 29 TEAM PRESENTATION #2 Give copy of PowerPoint presentation to professor when you present. (Expect four teams to present today.) All students will fill out individual critique forms/quiz provided by the professor and turn them in at the end of class as part of your grade. WINNING TEAM WILL BE ANNOUNCED THE DAY AFTER THESE PRESENTATIONS. Thursday Nov. 5 TEAM PRESENTATIONS – ALTERNATE CASE Give copy of PowerPoint presentation to professor when you present. All students will fill out individual critique forms/quiz provided by the professor and turn them in at the end of class as part of your grade. Give copy of PowerPoint presentation to professor when you present. All students will fill out individual critique forms/quiz provided by the professor and turn them in at the end of class as part of your grade. Discussion of our semester together; lessons learned, inputs to improve. Professor available to respond to case comp teams 1-5pm Thursday Nov. 12 TEAM PRESENTATIONS – ALTERNATE CASE Thursday Nov. 19 Wrap Up Lecture. Saturday Nov. 21 STEWART FOUNDATION CASE COMPETITION TBD ETS Exam: 1:00 – 5:00 pm Use your own laptop to take the test TBD ETS Exam: 1:00 – 5:00 pm Use your own laptop to take the test TBD ETS Exam: 1:00 – 5:00 pm Use your own laptop to take the test 7 2489415-1 2526613-1