Marketing & Logistics 5381 Transportation Management FISHER COLLEGE OF BUSINESS DEPARTMENT OF MARKETING AND LOGISTICS COURSE SYLLABUS TERM: Fall 2012 COURSE TITLE: BUS M&L 5381, Transportation Management COURSE TIME/ PLACE: Monday/Wednesday CATALOG Prerequisites: BUS M&L 650, BUS MGT 330, and BUS MGT 331. DESCRIPTION: This course is a study of the general characteristics of the 5 modes of transportation (air, motor, pipeline, rail, and water), consideration of competitive relations between modes of transportation, and basic aspects of traffic management. In addition, the course will review the impact of transportation management related to organizational and industry strategies. COURSE OBJECTIVES AND SCOPE: Gerlach Rm #285, 1:15 PM to 3:00 PM The course is designed to provide the student with: 1) a broad and general exposure to the transportation environment and the management of transportation (from both carrier and shipper perspectives) 2) a thorough presentation of how transportation relates to logistics management, supply chain management, and corporate strategies. 3) an exposure to management initiatives and control techniques in transportation management. INSTRUCTOR: Katy Keane Fisher Hall, Room (614) 668-2946 (office) E-mail: Keane_45@Fisher.osu.edu Website: https://carmen.osu.edu OFFICE HOURS: Office hours: By Appointment REQUIRED TEXT: Transportation A Supply Chain Perspective, 7th Edition, Coyle, Novack, Gibson, and Bardi, (South-Western Cengage Learning, 2010); ISBN 13 978-0-324-78919-5, (OSU www.ohiostate.bkstore.com), Retail $203.31 (Amazon; www.amazon.com) & Select Articles (available via Carmen class site) OPTIONAL TEXT: Developed on: 5/29/2016 Bookstore; None Page 1 of 11 Marketing & Logistics 5381 Transportation Management COURSE LECTURE MATERIALS: COURSE FORMAT: CLASS POINT TOTAL: Course lecture materials include business cases, PowerPoint slides, industry journal articles, and questions from the text. All class materials used for the lecture will be available on our Carmen website for downloading prior to lecture. This course will consist of instructor and class led discussions, topic lecture, guest speakers, case analysis, and industry visits. Each lecture will cover the assigned text chapter as well as a comparison to current trends in the industry. You are expected to attend all classes and to be prepared to discuss and/or apply assigned readings to the class discussion. Students may be called upon to discuss assigned topics and concepts. In addition, students are expected to actively participate in all team projects and papers. Grades will be based upon performance on the following: Assignment Chapter Quizzes Final Exam Guest Speakers Industry Visits Mid-Term Exam Participation Transportation Company Team Presentation Transportation Company Team Written Analysis TOTAL Points 20 100 30 30 100 20 40 60 400 Percentage 5% 25% 7.5% 7.5% 25% 5% 10% 15% 100% ASSIGNMENT DETAILS: Developed on: 5/29/2016 1. Chapter Quizzes. Prior to the text chapter lecture and discussion, I will give a short quiz consisting of 5 questions from our assigned chapter (see page 7). Students will have 15 minutes to complete the quiz and return to me prior to the lecture. The lowest 2 quiz scores will be dropped for final grade calculation. These assignments will count 20 points toward your final grade. 2. Exams. Two exams will be given. The exams will consist of questions drawn from the readings, lectures, and class assignments. You are responsible for the material even if it is not emphasized during the lectures. Pre-exam reviews will be held the 1 or 2 days prior to the exam. This review will focus on material which may be included in the test. Exams will focus on the text chapters contained in the class schedule. Due to the nature of the course and subject matter, exams may contain some comprehensive elements from guest speakers, industry visits, and select articles. There will be no make up exams except in extraordinary situations, which require approval before the scheduled exam. All tests will need to be returned to me at the conclusion of the exam. Each exam will account for 100 points towards the final grade. Page 2 of 11 Marketing & Logistics 5381 Transportation Management ASSIGNMENT DETAILS: (cont’d) Developed on: 5/29/2016 3. Guest Speaker Attendance. During the course, we will have the opportunity to host senior level managers from leading companies in the supply chain industry. They will provide critical insights to the importance of logistics from a corporate perspective as well as current or emerging industry trends in business and/or employment. The objective of these events is to provide the student with a practitioner’s perspective on the part logistics plays in his/her business. Students unable to attend need to notify me at least 8 hours in advance. Students obtaining an approved absence will need to complete a written analysis of the speaker’s company. This written paper should include; 1-company background, 2-primary service/product, & 3-key competitors. The expected deliverable consist of a 23 letter sized, 1.5 spaced, type-written paper using 11 pt Arial or Times New Roman font. Industry visits will account for 30 points towards the final grade. 4. Industry Visits. During the course, we will have an opportunity to visit Columbus area businesses to explore course principles in practice (as schedules permit). Select company is either a leader in their market utilizing efficient logistics organization or a leader within the logistics industry. The objective of these visits is to provide the student with a “real world” perspective of the logistics industry. Students unable to attend an industry visit will need to complete a written analysis of the selected company and submit via Carmen dropbox on the day of the tour. This written paper should include; 1-company background, 2-key products/services, 3-industry market share, 4-key competitors, & 5logistical organization highlighted on tour. The expected deliverable consist of a 2-3 letter sized, 1.5 spaced, type-written paper using 12 pt Arial or Times New Roman font. Industry visits will account for 30 points towards the final grade. 5. Transportation Company Team Written Analysis. Students will self-select teams of 4-6 persons to review an instructor approved transportation company. Student teams must consist of at least 4 members and not exceed 6. All teams and companies must be selected by September 5 to allow for adequate research preparation time. The student team will complete a written analysis of the chosen company’s: 1-company history, 2-primary market & service offerings, 3-market share, 4-key competitors, 5-Intermodal partners (if applicable), & 6-potential opportunities and challenges within the industry. The objective of this project is to gain an understanding of how transportation companies organize their company to meet market opportunities, challenges, service their customers, and increase overall market share. Teams are free to select any transportation company; no 2 teams can select the same company without instructor approval. The completed written analysis is due upon the date of the team’s presentation. The expected deliverable consists a soft copy of a 58 letter sized, 1.5 spaced, type-written paper using 11 pt Arial or Verdana font uploaded to the dropbox on the course Carmen site. The team’s paper will account for 60 points towards the final grade. A grading template is attached at the end of this document. 6. Transportation Company Team Presentation. Student teams will conduct a 15 minute in-class presentation of their company data gathered during the written analysis portion. The objective of this project is to share with the class the results of their analysis and sharpen public presentation skills. The expected deliverable to the instructor consists of a hard and soft copy of the team’s MS PowerPoint presentation due upon the date of the team’s presentation. Soft copies of the presentation will need to be uploaded to the dropbox on the course Carmen site. The team’s presentation will account for 40 points towards the final grade. A grading template is attached at the end of this document. Page 3 of 11 Marketing & Logistics 5381 Transportation Management ASSIGNMENT DETAILS: (cont’d) 7. Class Participation. Participation will be based on attendance, preparation for class, appropriate inclass participation during lecture, and quality of in-class participation. Additionally, students’ participation graded is determined by their respective team members. Lack of individual effort on a team project can adversely affect individual participation score. Team members wishing to highlight an individual’s lack of participation will need to document team efforts to engage the nonparticipating member. Any team feeling a member has not been contributing will need to submit their documentation to the instructor. I will consider any team input as a potential part of a student’s overall participation when calculating points. Class participation will account for 20 points towards your final grade. ASSIGNMENTS AND DUE DATES: You are expected to approach each assignment with the professionalism required of you in the “real” world. This is particularly relevant for your interactions with companies and as part of fulfilling the requirements of this course. All assignments, unless otherwise specified, are due on the day of class and not later than 11:59pm following the end class. Additionally, assignments can be submitted any time prior to the due date. A 50% penalty will be assessed for submissions within 24 hours after the assignment is due (one day late). A 100% penalty will be assessed for submissions more than 24 hours after the assignment is due. Correct spelling, grammar, and punctuation are expected and will be considered in the grading of all assignments. GRADING SCALE: The grading scale is guaranteed. You will receive no less than the grade listed within the appropriate interval. Grade A AB+ B BC+ C CD+ D E ATTENDANCE AND TARDINESS: Developed on: 5/29/2016 Numeric Range 388-400 points 372-387 points 352-371 points 336-351 points 324-335 points 312-323 points 300-311 points 288-299 points 272-287 points 256-271 points 0-255 points Quality Points 4 3.7 3.3 3 2.7 2.3 2 1.7 1.3 1 0 I will regularly record class attendance during weeks one through three of the semester to resolve Registrar Office scheduling issues. Going forward, students should consider class attendance mandatory and treat as he/she would in an employment setting. In the event of excessive absenteeism, I may reinstate formal class attendance recording or give in-class exercises related to text or lecture material to account for students present. These in-class exercises cannot be made up if missed without a valid medical excuse or bona fide family emergency. Class attendance will account for 50% of the course participation points. Page 4 of 11 Marketing & Logistics 5381 Transportation Management ACADEMIC INTEGRITY: All tests, written exercises, and papers are to be your own work. 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.” The Ohio State University’s Code of Student Conduct (Section 3335-23-04) defines academic misconduct as: “Any activity that tends to compromise the academic integrity of the University, or subvert the educational process.” Examples of academic misconduct include (but are not limited to) plagiarism, collusion (unauthorized collaboration), copying the work of another student, and possession of unauthorized materials during an examination. Ignorance of the University’s Code of Student Conduct is never considered an “excuse” for academic misconduct, so I recommend that you review the Code of Student Conduct and, specifically, the sections dealing with academic misconduct. 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 in this course and suspension or dismissal from the University. If you have any questions about the above policy or what constitutes academic misconduct in this course, please contact me. Other sources of information on academic misconduct (integrity) to which you can refer include: The Committee on Academic Misconduct web pages (oaa.osu.edu/coam/home.html) Ten Suggestions for Preserving Academic Integrity (oaa.osu.edu/coam/ten-suggestions.html) Eight Cardinal Rules of Academic Integrity (www.northwestern.edu/uacc/8cards.html) AMERICANS WITH DISABILITIES ACT: If you have a disability, as defined by the Americans with Disabilities Act (ADA), which requires classroom accommodation or auxiliary aids, please inform me of your needs during the first week of class so that I can take appropriate action. COURSE DISCLAIMER: The schedule, policies, and assignments contained in this course syllabus or on my website are subject to change in the event of extenuating circumstances, class progress, or by mutual agreement between the instructor and the students. OTHER: All cellular phones, pagers and other electronic communication devices are to be turned off during class. Any electronic recording of the lecture or presentations is not authorized. The only exceptions will be those authorized in writing by the Office of Disability Services. Developed on: 5/29/2016 Page 5 of 11 Marketing & Logistics 5381 Transportation Management EXTRA CREDIT: There are 3 ways in which you can earn extra credit for the course. You may only receive credit for fulfilling one of the 3 options (not both). Successful fulfillment of each option is worth up to 15 points: Developed on: 5/29/2016 Article Reviews: (15 pts) Identify 3 academic or professional articles related to supply chain management and provide a detailed 2-3 page summary (deconstruction) of each article (15 points). Summaries should include; o Article citation – author(s), year of publication, article title, journal, volume, number and date o Target audience for article – academician, practitioner, researchers, or students o Purpose of the article – change, opportunity, or problem of practice the article identifies o Article findings – key findings or process change o Hard copies of the article being reviewed or website address Logistics In The News: Identify a news item of interest related to the course or supply chain and prepare a 5-10 minute class presentation for the class. Topics need to supplement the class discussion and are worth 15 points. You will need to have the topic approved by the instructor at least one day in advance. Presentation must be completed by December 10. Professional Logistics Meeting Option: (15 pts) you may earn credit by attending up to three (3) regular meetings of the following professional logistics & supply chain organizations. A “regular” meeting is defined as one which a guest speaker (ordinarily from the practitioner community) presents a timely topic.; o The Logistics Association (TLA). The TLA meets weekly on Tuesdays and/or Thursdays during the quarter (and meetings are typically free!). For information on meeting dates, times and locations you can reference the TLA website at: http://www.osutla.com. Be sure to sign-in at these meetings to receive credit for your attendance. o Buckeye Operations Management Society (BOMS). For information on meeting dates, times and locations you can reference the BOMS website at: https://groups.cob.ohiostate.edu/boms. Be sure to sign-in at these meetings to receive credit for your attendance. o Purchasing and Supply Management Association (PSMA). For information on meeting dates, times and locations you can reference the PMSA website at http://www.osupsma.com. Be sure to sign-in at these meetings to receive credit for your attendance. Council of Supply Chain Management Professionals (CSCMP) Columbus Roundtable. For more information on meeting dates, times, and locations be sure to visit the CSCMP website at: http://www.columbusroundtable.org. Be sure to sign-in at these meetings to receive credit for your attendance. All extra credit must be completed by December 10 except for Logistics In The News. Successful fulfillment of this option is a presentation or paper which is well-researched and adds to the students’ knowledge. Page 6 of 11 Marketing & Logistics 5381 Transportation Management CLASS SCHEDULE: Note: I may need to revise the schedule due to work assignments, to accommodate class progress, provide a more in-depth focus, or to take advantage of additional guest speakers should the opportunity arise. We will attempt to stay as close to the below schedule as possible, exam dates will not be altered. Week 1 Date 8/22 Day Wednesday Topic Course Introduction CH 1 – Transportation in the Supply Chain 2 8/27 Monday 2 8/29 Wednesday CH 2 – Transportation in the Economy CH 3 – Transportation Regulation 3 3 9/3 9/5 Monday Wednesday Labor Day: No Class CH 3 – Transportation Regulation CH 4 – Costing and Pricing 4 4 9/10 9/12 Monday Wednesday Guest Speaker: Mark Mattox/Verizon CH 4 – Costing and Pricing CH 5 – Motor Carriers 5 5 9/17 9/19 Monday Wednesday Guest Speaker: Costing Pricing CH 5 – Motor Carriers CH 6 – Railroads 6 9/24 Monday 6 9/26 Wednesday 7 7 10/1 10/3 10/5 10/8 Monday Wednesday Friday Monday Industry Visit – NS Ramp – Perry Pappas, CH 7 - Airlines Text CH 8 – Water Carriers & Pipelines Guest Speaker: Jeff Brashares TTS Midterm review 10/10 10/11 10/15 Wednesday Thursday Monday READING DAY Mid Term Guest Speaker from Steamship Text CH 8 - Water Carriers & Pipelines 9 9 10/17 10/22 Wednesday Monday Text CH 9 – Transportation Risk Guest Speaker: Ed Harwell/JB Hunt Text CH 9 – Transportation Risk 10 10 10/24 10/29 Wednesday Monday CH 10 Global Transportation Planning Guest Speaker: Monica Dornfeld Exel Logistics CH 10 Global Transportation Planning 8 8 Finals CH 1 – Transportation in the Supply Chain CH 2 – Transportation in the Economy CH 6 – Railroads Guest Speaker: Guest Speaker: Ed Harwell/JB Hunt CH 7 Airlines 10/31 11/5 Wednesday Monday CH 11 Global Transportation Execution CH 11 Global Transportation Execution CH 12 Third Party Logistics 11/7 Wednesday CH 12 Third Party Logistics Developed on: 5/29/2016 Reading Course Syllabus & Welcome slide deck Text CH 1 Text CH 1 Text CH 2 Text CH 2 Text CH 3 None Text CH 3 Text CH 4 See Carmen Website Text CH 4 Text CH 5 See Carmen Website Text CH 5 Text CH 6 Text CH 76 See Carmen Website Text CH 7 See Carmen Website Text CH 7 Text CH 8 See Carmen Website Exam review sheet 1:30-3:00 See Carmen Website Text CH 8 Text CH 9 See Carmen Website Text CH 9 Text CH 10 See Carmen Website Text CH 10 Text CH 11 Text CH 11 Text CH 12 Text CH 12 Page 7 of 11 Marketing & Logistics 5381 Transportation Management 11/12 11/14 11/19 Monday Wednesday Monday 11/21 11/26 Wednesday Monday 11/28 Wednesday 12/3 12/5 Monday Wednesday 12/10 Monday Course Milestones Developed on: 5/29/2016 Review of 23rd Annual State of Logistics Report Holiday No Class Guest Speaker: George Jones Unyson Guest Speaker: Steve Johnson, Unitrans Text CH 13 – Private Transportation and Fleet Management Holiday No Class CH 13 Private Transportation and Fleet Management CH 14 – Issues and Challenges of Global Supply Chains Team Project Presentations (2) CH 14 – Issues and Challenges of Global Supply Chains Team Project Presentations (2) Industry Visit – Ronnie Robinson Justice Team Project Presentations (5) Final Exam Review FINAL EXAM – All Extra Credit Due (per syllabus requirements) See Carmen Website See Carmen Website See Carmen Website Text CH 13 Text CH 13 Text CH 14 Text CH 14 See Carmen Website Exam Review Sheet None The following dates are critical to the successful completion of the course: 1. 9/5 – Formation of student teams & selection of course project company 2. 10/11 – Midterm Exam 3. 11/26 – Team projects begin & Logistics in the News Extra Credit Due 4. 12/10 – Final Exam 5. 12/10 – All Extra Credit Due Page 8 of 11 Marketing & Logistics 5381 Transportation Management Industry organizations and journal websites of general logistics interest Source Type Website Bureau of Transportation Statistics Governmental Agency www.bts.gov U.S. Department of Transportation Governmental Agency www.dot.gov American Society of Transportation and Logistics (AST&L) Professional Organization www.astl.org APICS The Association for Operations Management Professional Organization http://www.apics.org/default.htm Council of Supply Chain Management Professionals (CSCMP) Professional Organization http://www.cscmp.org Institute of Supply Management Professional Organization http://www.ism.ws Reverse Logistics Association Professional Organization http://www.rltinc.com American Shipper Trade Journal http://www.americanshipper.com/asdaily Canadian Transportation & Logistics Trade Journal http://www.ctl.ca DC Velocity Trade Journal http://www.dcvelocity.com Inbound Logistics Trade Journal www.inboundlogistics.com Internet Retailer Trade Journal http://www.internetretailer.com/home Logistics Management Trade Journal http://www.logisticsmgmt.com Logistics Today Trade Journal http://www.logisticstoday.com Retailing Today Trade Journal http://www.retailingtoday.com Supply Chain Brain Trade Journal Supply Chain Digest Trade Journal http://www.supplychainbrain.com/content /index.php http://www.scdigest.com/index.php Transport Topics Trade Journal www.transporttopics.com Developed on: 5/29/2016 Page 9 of 11 Marketing & Logistics 5381 Transportation Management Transportation Company Written Analysis Grading Template (Paper) Team Company Points Possible Points Awarded 5 15 10 10 10 5 5 Paper Elements Company History: Provide sufficient details on the company’s origins, lines of business, and current operations. Was the information presented in a clear and concise manner? Primary Market & Service Offerings: Provide specific and accurate details regarding the company’s market and services, may include: - Size of customer market (number of companies, total sales dollars, etc). - Company’s position within the market (leader, follower, laggard). - Primary and secondary services provided to customers. - Equipment and/or technology needed to service market. - Performance measures used by the company and industry to evaluate performance within the market. Market Share Position: What is the company’s share of the market in terms of percentage and sales? Is the company planning to enter into new markets? What are the planned goals for new market in percentage and sales? May include information pertaining to: - Industry market size consisting of number of dollars and companies. - Company’s position within market, listing overall share in dollars and number of locations. - Company organizational structure and how used to maintain and increase market share. Key Competitors: Who does the company view as existing key competitors in their market (top 3 or 5)? How much of the market does its competitors control in terms of percentage and sales. Who does the company view as emerging competitors? What action is the company taking to neutralize existing and emerging threats to market share? Intramodal Partners: What type of partnerships does the company use to serve and expand customer market presence? Who are some of the company’s key partners? What type of services do these partnerships allow the company to provide to customers (distribution, transportation, Import/Export, etc)? Potential Opportunities and Challenges: What does the company view as opportunities and challenges which exist in the market (top 3 or 5)? What actions is the company taking to capitalize on opportunities and minimize challenges? Paper Documentation: Are all facts/figures properly documented within paper using standard notation? Does paper include bibliography? Total Points Developed on: 5/29/2016 11 Page 10 of Marketing & Logistics 5381 Transportation Management Transportation Company Team Presentation Grading Template Team Company Points Possible 8 Points Awarded 8 8 8 8 Project Element Organization and Preparation: Clear, action-oriented objective stated up front; complete and accurate audience analysis; ideas sequenced logically and smoothly; comfortable with the material; no manuscript; questions answered skillfully; effective ending summary; and time limit observed Visual Aid Usage: Appropriate to audience and setting; appropriate to topic and content; readability assured through adequate size and clarity; paraphrased rather than read visual; design simple, clean and appealing; and error free Delivery – Overall: Eye contact used; irritating non-words avoided; stories and language appropriate to audience; appropriate dress; body language appropriate; confident appearance; conversational tone – not recited; and clear articulation Delivery - Specific: Easy open posture, strong not slouched; movement free and natural; face relaxed; breathing deep; strong projection – not forced; passion for ideas; maintained strong connection to audience; adjusted presentation to accommodate needs of the audience; and watched/listened to audience throughout the presentation Content: Information accurate and current; major points included; major points adequately supported and developed; and statistics, anecdotes, and/or quotes used appropriately All facts/figures properly documented? Total Points Comments: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Developed on: 5/29/2016 11 Page 11 of