Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 I. SUMMARY This course surveys contemporary issues facing service operations and considers a variety of strategic and tactical approaches to managing them from an operational management point of view. Because customers are involved in both the demand for and delivery of the service, human considerations of customers, employees, and organizations are emphasized in our discussions about management and leadership. Our goal is to expose students to information, theories, and concepts while sharpening their strategic thinking, problem solving, and communication skills in order to prepare them for roles in a wide variety of service organizations. II. INSTRUCTOR Steve Lundregan Email: Lundregan.5@osu.edu Office: 648 Fisher Hall Office hours: TBD Steve Lundregan is a senior lecturer in Management Science and Associate Director of Strategy for Fisher’s Center for Operational Excellence. He teaches operations management, service operations, and innovation courses and was awarded the Undergraduate Program Teaching Award by the Fisher College of Business in 2013. His areas of expertise include strategy formulation, strategic management, operations strategy, innovation, change leadership, and service operations. Steve joined Fisher in 2012 after three decades of financial services leadership experience. For over thirty years, Steve formulated and implemented innovative growth, operational, and performance improvement strategies Nationwide Mutual Insurance Company. Steve is co-founder of JKS Group, LLC investing in and advising start-up and mid-size businesses. Steve is a board member of Coordinated Health Mutual (InHealth), Ohio’s consumer oriented and operated health insurance company and chairman of the Audit, Finance and Investment Committee. He previously served on community service boards of Junior Achievement, Boy Scouts of America, and Lutheran Social Services in central Ohio. Steve earned his BA in economics and MBA from The Ohio State University and holds Chartered Property Casualty Underwriter (CPCU) and Chartered Life Underwriter (CLU) professional insurance designations. Steve and his wife Debbie currently reside in Dublin, Ohio. 1 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 III. TEACHING PHILOSOPHY My philosophy is “aim high and hang on”. That means set high goals and put yourself into position to achieve them. In this class, course goals are ambitious. In order to be in position to achieve these goals, I recommend engaging the following habits: • Show up – We work as a team in this class, so your participation and contribution are required. Give yourself a chance to learn by coming to class and I will try to make it interesting once you get there. • Be prepared – You can’t always control the opportunities, but you can improve your ability to respond by being prepared. In this class, I will provide the opportunity; you need to provide the preparation. In addition to contributing to your success, preparation will help us create an environment for all to learn. • Pay attention – In our complex world, you have to pay attention at all times to adapt and thrive by separating the noise from the signals. Whether you are a strategist looking at the big picture or an operator looking at details, paying attention is essential. In this class, we will employ your eyes, ears, and minds for the purpose of learning. You will be encouraged to see and hear everything and discern what matters now. • Think out-loud – Asking questions is part of collaborative learning and problem solving, and that is what we do. I encourage you to think for yourself, ask questions, and engage in dialogue, and debate. • Collaborate and iterate – Think for yourself, but not by yourself. More often than not, progress in any business field depends on your ability to work together in a structured way to solve complex problems or discover innovative solutions. In this class, I encourage you to work together, form a point-of-view quickly, support it or change it based on what you observe, then repeat the process early and often. 2 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 IV. REQUIRED MATERIALS A. Text: The text for this course has been customized and you should be careful to get the correct one available through our university book outlets. All readings, articles, and cases are included in the text. Custom Text for: Service Operations Text, Articles and Cases Create, McGraw Hill. ISBN: 13-9781308497204 B. Simulation: In addition to the text, an online simulation is required for this course. The simulation will be run on December 2nd and 4th and requires every registered student to attend these classes. Harvard charges a minimum fee of $15.00 per student that must be paid online. I will give you a special registration URL. When you register the simulation will automatically associate you with the correct school/faculty/course and then require you to purchase your “seat” in the simulation. 3 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 V. COURSE OBJECTIVES The service sector is the largest and fastest growing segment of the global economy. Intangible products, high customer involvement and extensive use of information technology create unique operational challenges for managing service operations. Effective operations management is necessary to compete, and excellence in operations management can be a competitive advantage. In pursuit of excellence, a central focus of this course is on customer satisfaction and the role of a firm’s employees, processes, and leaders in designing, delivering, and improving service operations. This course employs an Operational Excellence Framework for understanding, designing, and managing service operations in order to accomplish four learning objectives: 1) How to think more strategically about service operations – Understanding why service firms are different than manufacturing firms, what trends drive service sector growth, how to position a service firm uniquely among competitors for sustainable growth and profitability, and how to translate strategic intent into operational designs and service delivery priorities. 2) How to improve problem solving and decision making skills by employing management concepts and frameworks – Using qualitative and quantitative analytical frameworks and tools to manage and improve service operations by applying them in class exercises, case analyses and independent research. 3) How to communicate more effectively in order to manage and lead service operations – Practicing structured oral and written communications through in-class exercises, group case analyses and in-class presentations for more effective thought leadership. 4) How to hear and act on the “voice of the customer” – Appreciating the organizational significance of managing the service encounter to achieve customer satisfaction and loyalty. 4 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 VI. COURSE FORMAT AND GRADING This course will consist of reading, lectures, cases, research, and exercises. Case discussions involve analysis and in-class presentations by student teams. There is strong emphasis placed on collaboration and experiential learning, so class attendance is encouraged and rewarded. Grades will be based on participation, team cases, and exams as follows: A. PARTICIPATION In services, customers are part of the process. So, in this class students are part of the process and class attendance matters. I will award up to 10 pts for your attendance and inclass contributions, and your classmates will help me evaluate your team class case contributions for up to another 20 pts for team class case presentations (see below). B. TEAMS An important element of this class is teamwork. Students will form teams of 4, and each team is responsible for two class-case presentations (worth 10 pts each) and one team supplemental case (worth 20 pts). Each team will schedule an appointment with me the second week of class to review their case selections and requirements. 5 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri C. SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 CLASS CASES By the end of the first week of class, students will form teams and indicate their preferences for class-case presentations. The schedule for class-cases is indicated in the syllabus. Presentations will be in power point form of no more than 10 slides designed for 20 minutes of discussion (including questions). Preparation should utilize the Op Ex Framework and address the questions specific to the case (to be provided) in order to generate questions for class discussion. Suggested slides include a summary of the case facts (situation), indication of concepts and/or frameworks employed, discussion questions, and team recommendations. Student feedback will be used in grading based upon the quality and completeness of the analysis, the quality and delivery of the presentation, and the class engagement (See ClassCase Feedback Form). D. SUPPLEMENTAL CASE Teams will choose one of three cases from the supplemental material section of the text. Each team will present their findings to the class worth 10 pts (see the syllabus for specific dates) and prepare a written case analysis also worth 10 pts. Specific case requirements will be covered in the Op Ex Framework topic during the first week of class. Individual team members will provide feedback on participation at the end of the semester, and grades can be different within a team based on that feedback. VII. EXAMINATIONS Exams are closed book, closed notes, closed text messaging, closed neighbor, etc. Each exam will be a combination of conceptual and problem solving questions based on the body of knowledge covered in the lectures, text books, cases, exercises, and other assigned readings, videos, etc. Exams may also cover the content of in-class discussions. Each student must bring their own calculator and writing instruments. Sharing of materials is prohibited. Devices that can send or receive data are NOT allowed for any reason during an exam. Each exam is one course period in length and NO MAKE-UP, LATE, OR EARLY EXAMS WILL BE GIVEN, except in the case of medical emergency. Business related absences are not excused. Students should make arrangements now to avoid time conflicts. The exams represent only the work of the individual student. No outside assistance (discussion with peers, cheat sheets, etc.) is permitted. See discussion on academic misconduct. 6 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 VIII. DISABILITY ACCOMMODATION IX. ACADEMIC MISCONDUCT If you need an accommodation based on the impact of a disability, please arrange an appointment with me as soon as possible. We need to discuss the course format and explore potential accommodations. I rely on the Office for Disability Services for assistance in verifying need and developing accommodation strategies. You should start the verification process as soon as possible. Academic integrity is essential to maintaining an environment that fosters excellence in teaching, research, and other educational and scholarly activities. Thus, The Ohio State University and the Committee on Academic Misconduct (COAM) expect that all students have read and understand the University’s Code of Student Conduct, and that all students will complete all academic and scholarly assignments with fairness and honesty. Students must recognize that failure to follow the rules and guidelines established in the University’s Code of Student Conduct and this syllabus may constitute “Academic Misconduct.” Any material submitted for course credit must be your own work if it is an individual-based assignment or the work of your specific team if it is a group-based assignment. Students are not permitted to discuss, read, text message, e-mail, provide access to documents, or in any way share the work, thoughts, ideas or solutions regarding the cases, quizzes or exams with other individuals or teams of students. If outside references are used, they must be properly referenced. It is recommended that you take action to protect your work, such as collecting your materials from the lab printers and disposing of rough drafts at home. Case write-ups that are similar to current or past case write-ups may initiate serious disciplinary action. If I suspect that a student has committed academic misconduct in this course, I am obligated by University Rules to report my suspicions to the Committee on Academic Misconduct. If COAM determines that you have violated the University’s Code of Student Conduct (i.e., committed academic misconduct), the sanctions for the misconduct could include a failing grade (‘E’) in this course and suspension or dismissal from the University. 7 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 X. SYLLABUS 8 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 9 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 10 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 11 Business Management 4234 - Lundregan Managing Service Operations for Competitive Advantage DAYS Wed / Fri SECTION TIMES LOCATION 0010 12:45 – 2:05 pm SB 319 PEER EVALUATION - TEAM CASES Your group has been given $10,000 for each part of the case as a consulting fee. Divide the money among your group based on the quality and effort of each team member’s contribution. This evaluation is due to the instructor when cases are due and will be used to adjust individual case grades. Please justify your response. Presentations Written Analysis ______________________________ ______ ______ ______________________________ ______ ______ ______________________________ ______ ______ ______________________________ ______ ______ ______________________________ ______ ______ $10,000 $10,000 Team members: Comments: Your name: 12