University of North Carolina at Greensboro Bryan School of Business and Economics Department of Information Systems and Operations Management SCM306 Fall 2013 Syllabus START DATE: August 19, 2013 PLACE AND TIME: This is an on-line course so there are no regularly scheduled “face-to-face” class sessions. The course material includes annotated material and PowerPoint slides for each chapter along with relevant video content as supplemental material for each chapter. The instructor can be contacted by e-mail or by phone and appointments can be made to meet in person if needed. Students will read the textbook, watch on-line content, read journal articles, read case studies and tour supply chain operations to develop an understanding of core concepts. Case Studies, Discussion Board posts and Blogs will enable students to share ideas with other class members in order to enhance the learning experience of all. Discussion Board questions will be based on reading materials from the textbooks, assigned journal articles and other web-based material. The professor can be contacted by e-mail or by telephone for any questions. If a student wishes to have a face-to-face conversation, this can be set up at mutually convenient times to meet in Bryan Room 421 at UNCG. i do have office hours on Monday from 2pm to 5pm. FACULTY MEMBER: Larry R. Taube E-Mail: lrtaube@uncg.edu Department of Information Systems and Operations Management Phone Numbers: (336) 334-4987 (office) and (336) 209-0833 (cell) APPOINTMENT TIME: Office hours by appointment, and Monday from 2pm to 5pm. Please send an e-mail message or call to arrange a meeting time. I am very interested in meeting with you and discussing the topic and your career in Transportation and Logistics! BRIEF DESCRIPTION OF THE COURSE: This course presents core knowledge related to the areas of Transportation, Logistics and Distribution (TLD) management within supply chain operations. It provides deep insight into the key functional areas and complex activities required with moving goods through the supply chain from manufacturing to the end customer. Particular focus will include apparel distribution, operations servicing large retail customers, domestic and global transportation and endconsumer requirements. CREDITS: 3.0 credit hours FOR WHO PLANNED: This is a required course for the undergraduate Supply Chain Management Concentration, which is part of the Bryan School's Online Degree Completion (ODC) Program. The material should also be valuable for anyone who is interested in TLD and supply chain operations. This link provides more information about the ODC program: http://bae.uncg.edu/isscm/undergraduate/bs/scm-concentration/ STUDENT LEARNING OUTCOMES: After completing the course students will be able to successfully: 1. Evaluate multiple methods and tools used by today’s Supply Chain managers in Transportation, Logistics and Distribution (TLD) Operations. 2. Discuss contemporary issues facing carrier management including profitability, industry consolidation, security, insurance availability, and labor shortages. 3. Evaluate various domestic and international transportation modes/alternatives and provide strategic recommendations for a series of customer deliveries. 4. Evaluate design structures for integrated customer-centric and supplier-centric logistics. 5. Describe the specific functional elements involving cycle time, velocity, and inventory in order to achieve warehousing operational effectiveness in both cost and service. 6. Analyze a variety of plant layouts and locations for contemporary, customer-focused warehousing facilities as part of a total logistics network. 7. Apply learned methodologies to the analysis of various logistical systems and practical supply chain scenarios and case studies. 8. Highlight and explain supply chain technologies for transportation management, warehousing management and customer service focused systems. 9. Focus on relevant warehouse measurements for distribution operations that underscore plant performance, customer service and cost optimization. SCM306_Fall_2013_Sylllabus REQUIRED TEXTS, READINGS, & REFERENCES: There are two books required for the course. The first is a Custom Text from Prentice Hall; the author is Dr. Taube (ISBN: 9780536420862). This will be used for the Distribution & Warehouse Section of the course. The second Book is a Custom Transportation Text from Cengage; the author is Dr. Coyle (ISBN: 9781285138619). Custom books were created to select specific areas of coverage versus an entire text in an effort to minimize the book costs. Both books can be ordered from the UNCG on-line bookstore. It is also important that participants keep abreast of current events that are relevant to the subject of economic development, and attempt to relate them to course materials. Supplemental readings and other materials relevant to this course are accessible through our Blackboard online course management software. You must have an active UNCG email account to access Blackboard. EVALUATION AND GRADING: Deliverable Total Discussion Board Posts: 12@ 10pts each: 120 Cases: pick 5 of 6 cases @ 30pts each and write up in specified format: 150 Journal Articles: 3 articles @ 25pts each and write up in specified format: 75 Tours/Speakers or Alternate Journal Article: (4 of 5) @ 30pts each 120* Profiles of a Transportation and a Warehousing Firm: 125 Presentation via You Tube or other method: 75 665 *If you cannot attend tours and speakers, you must substitute the supplemental journal articles for credit. Tours/speakers are very valuable components of this course! All assignments are to be posted in Blackboard by the required date. The Course Calendar posted in Blackboard provides assignment due dates for all Deliverables. GRADING (Letter grades): A (618-665); A- (599-617); B+ (579-616); B (545-615); B- (532-614); C+ (519-613); C (478-518); C- (466-477); D (432-465); F (Below 432) ____________________________________________________________________________ The following criteria will apply to the letter grading of assignments. A: Student’s work reflects a deep understanding of the different aspects of supply chain management as evidenced by case analysis submissions, assignment, class discussions and performance on the final exam. The student’s work often incorporates outstanding features beyond average expectations. B: Student’s work meets expectations and reflects a good understanding of the material being covered. The student is able to integrate important concepts of supply chain management in the completion of assignments, case analyses, and participation in online discussion boards. C: Important expected components are present in assignments, case analyses and the written and oral Profiles presentations. SCM306_Fall_2013_Sylllabus Continuous Improvement of Course: Students are given the opportunity to provide feedback on the course content and instruction. This is a critical element and 100% participation is expected. Use the Course Feedback forum to provide feedback on the course – what you like, what you don’t, suggestions for improvement, etc. You may post anonymously or self-identify whichever you prefer. ACADEMIC HONOR CODE: Each student is required to sign the Academic Integrity Policy on all work submitted for the course. Refer to UNCG Undergraduate Bulletin. STUDENT RESPONSIBILITIES: The student is expected to actively participate in all electronic discussions and complete all assignments on schedule. Failure to participate will result in a lowering of a student’s average. Participation based upon informed synthesis of reading material (assigned as well as other retrieved information by the students from relevant publications) is expected. COURSE GRADING METHODOLOGY: Discussion Posts: Blackboard discussion forums – one for the introduction / welcome and for each chapter in the textbook – will be used to host student participation. Each week, students are expected to: 1) read the appropriate chapter in the text; 2) review the online content; 3) read the assigned readings, and then 4) contribute to the discussion forums. Each Discussion Forum will correspond to one week’s assigned reading or a pertinent topic related to the covered areas. Students may contribute to threads that they were not assigned if they wish. All students are responsible for reading all threads each week. At the end of each week, the instructor will evaluate each student’s contributions and assign a participation grade in the Blackboard grade center. • • • Level of analysis/argumentation: You must present a thoughtful argument and interpretation, not a mere summary of facts. (Note: it does not matter which side of an issue you argue, only how well or how poorly you make the argument.) Use of evidence: The material you select to support your thesis must be relevant and must clearly back up your argument. Clarity of communication: You must present the evidence and express your argument in a clear, comprehensible manner. Case Analysis: Individual case analyses are designed to challenge the student’s analytical skills and highlight key learning elements from the course content. The written analysis represents each student’s recommendations on the situation(s). Much of the grade beyond a "passing score" depends on the student's ability to go beyond the "average" solution and provide innovative approaches, solutions, and appropriate implementation. Journal Articles: Academic Journal Articles are presented on specific topics relative to the course material covered. Write-ups include answering the questions provided for each article listed on Blackboard. Write-ups should be presented in a similar format to the Case studies and include a student’s higher level understanding of the subject matter being discussed. Tours and Speakers: The course provides an opportunity for students within a close proximity of UNCG to take part in plant tours or hear speakers on certain supply chain subject matter. The complete tour/speaker schedule is provided in the Course Calendar section on Blackboard. SCM306_Fall_2013_Sylllabus Students that can make these events are encouraged to attend to receive “real world” insight from industry professionals and see supply chain practices “hands-on”. If students cannot attend there is an alternate journal article requirement. These are listed in the course calendar section. Profiles of a Transportation/3PL and of a Warehousing/Distribution Center Firm Identify a Transportation/3PL Firm within the following categories: truckload, ocean container/ocean bulk, inland water, 3PL, pipeline or rail intermodal/carload/unit train. Provide two or three suggestions to Dr. Taube within two different categories; he will assign you one. Your individual Profile should include ALL of the following topics: Types of equipment - categories and number as well as capacities Territory served Services offered Key financials (Revenues; Operating Income; Net Assets; Cash) and financial ratios (ROA; Debt/Equity; Coverage; Current) Company Website and its functionality Bibliography with at two full-text article from trade and business press Repeat the above set of instructions with a Warehousing/Distribution Center Firm. You will probably focus more on their locations and the services provided by each location. The two profiles should be submitted on 12/7 (or before), and you should design a 5 minute presentation that discusses ONE of the two profiles. This will be submitted online (due the same day). Each Firm Profile should include the following sections: a) Introduction: List the objective of the paper and scope of your analysis. b) Body: This includes the main sections of your paper. c) Conclusion: Discuss your conclusions about the competitiveness of the firm(s). d) References: List all the references you used in your paper. e) Appendix sections: Tables, annual reports, statistics, and other relevant information. Students must submit their targeted two firms for approval/discussion via email to the Instructor at: lrtaube@uncg.edu by 9/5/13. Presentation: Each student must submit a corresponding presentation, preferably in an Annotated PowerPoint presentation or You Tube video format. You need to present orally ONLY ONE of the two companies you wrote a Profile on! SCM306_Fall_2013_Sylllabus Course Schedule and Deliverables SCM 306 - FALL 2013 - COURSE CALENDAR WEEK Week 1: August 19 READING/REVIEW REQUIREMENTS Learning Module(LM) 01 Blackboard (Bb) ASSIGNMENT/DELIVERABLE Ch.1: Logistics and the Supply Chain in Prentice Hall Text (PH) Respond to Discussion 01 Posting Chapter 1 Slides in Week 1 Learning Module in Bb in Bb by 11:59pm 8/26/12. Sample Case/Article Write-Up & Guidelines in the Course Documents Section in Bb Submit SCFF Article Write-Up by 11:59pm Supply Chain and Fast Fashion (SCFF)- Journal Article 8/26/12 via Bb. Course Syllabus/Course Calendar Week 2: August 26 Ch. 2: Supply Chain Concepts in (PH) LM 02- Bb Respond to Discussion 02 Posting in Bb Chapter 2 Slides in Week 2 Learning Module in Bb by 11:59pm 9/2/2012. Case Study: Johnson Toy Company (JTC) Submit JTC Write up by 11:59pm 9/2/12 in Bb Submit Research paper Topic via email Week 3: September 2 Ch 3: Log.Systems, Analysis, Design and Integration (PH) LM 03 - Bb by 9/3/12. Respond to Discussion 03 Posting in Bb by 11:59pm 9/9/2011. Chapter 3 Slides in Week 3 Learning Module Submit ASC Write-up by 11:59pm 9/9/12 Agile Supply Chains in a Volatile Market (ASC)- Journal Article Week 4: September 9 Ch 4: Logistics Information and Technology (PH) LM 04 - Bb Respond to Discussion 04 Posting in Bb by 11:59pm 9/16/11. Case Study: JIT in Kalamazoo (JIT) Submit JIT by 11:59pm 9/19/12 in Bb. Ch 4 Slides in Week 4 Learning Module Week 5: September 16 LM 05 - Bb Ch 5: Order Management and Customer Service (PH) Respond to Discussion 05 Posting in Bb by 11:59pm 9/23/12. Case Study: Cheezy Wheezy (CW) Submit CW Write-Up by 11:59pm- 9/24/12 Speaker Presentation: Clarkston Consulting (see Schedule below for Details) Submit Speaker Write-Up by 11:59pm-9/24/12 Alternate Journal Article - Technology- Internet Role in SCM (IRS) Submit IRS Article by 11:59pm - 9/24/12 SCM306_Fall_2013_Sylllabus WEEK Week 6: September 24 LM 06 - Bb READING/REVIEW REQUIREMENTS Ch 4 in Coyle Text (CT): Costing and Pricing for Transportation ASSIGNMENT/DELIVERABLE Respond to Discussion 06 Posting in Bb by 11:59pm 9/30/12. Transportation Cost Slides in Module 6 Fuel Costs, Cheaper Transport and Best Practices in Module 6 Submit Tour Write-Up by 11:59 - 9/30/12 DC Tour - Replacements Limited (see Schedule below for Details) Submit FCTI Article by 11:59pm 9/30/12 Week 7: October 1 LM 07 - Bb Alternate Journal Article: Fuel Costs Transport Impact (FCTI) Ch 5: Motor Carriers and Ch 13: Private Transportation and Fleet Management (CT) Respond to Discussion 07 Posting in Bb by 11:59pm 10/7/12. Chapter Slides and in Module Submit Tour Write-Up by 11:59pm - 10/7/12 Terminal Tour -Southeastern Freight Lines - SEFL (see Schedule below for Details) Submit DLP by 11:59pm - 10/7/12 Week 8: October 8 LM 08 - Bb Alternate Journal Article: Demystifying LTL Pricing (DLP) Ch 6: Railroads and Chapter 7: Airlines (CT) Respond to Discussion 08 Posting in Bb by 11:59pm 10/14/11. Chapter Slides and Intermodal Model Submit HT by 10/21/12 11:59pm Case Study: Hardee Transportation (HT) Parts 1&2 Week 9: October 15 FALL BREAK Week 10: October 22 LM 09 - Bb Ch 8: Water Carriers and Ch 10: Global Transportation Planning (CT) Respond to Discussion 09 Posting in Bb by 11:59pm 10/28/11. Chapter Slides and Global Shipping, Ocean Transport Content Submit Speaker Write-Up by 11:59pm 10/28/12 Speaker Presentation: Globe Express (See Schedule below for Details) Submit RIT Write-Up by 11:59pm 10/28/12 Week 11: October 29 LM 10 - Bb Alternate Journal Article: Role of International Transportation in SCM (RIT) Ch 8: Distribution Center, Warehouse and Plant Location (PH) Respond to Discussion 10 Posting in Bb by 11:59pm 11/4/12. DC Tour: Liberty Hardware Mfg. (see Schedule below for details) Submit Tour Write-Up by 11:59pm 11/4/12. Chapter Slides Submit WD by 11:59pm 11/4/12. Alternate Journal Article: Warehouse Design (WD) SCM306_Fall_2013_Sylllabus WEEK Week 12: November 5 LM 11 - Bb READING/REVIEW REQUIREMENTS Ch 9: Warehousing Management (PH) ASSIGNMENT/DELIVERABLE Respond to Discussion 11 Posting in Bb by 11:59pm 11/11/12. Chapter Slides Submit WM by 11:59pm 11/12/12. Journal Article: Warehouse Metrics (WM) Submit SC by 11:59pm 11/12/12. Week 13: November 12 Case Study: Sandy's Candy (SC) Ch 10 Protective Packaging and Materials Handling Respond to Discussion 12 Posting in Bb by 11:59pm 11/19/12. Chapter Slides Submit LSC by 11:59pm 11/19/12. Case Study: Let There Be Light - Lamp Shade Company (LSC) Week 14: November 19 Week 15: November 26 THANKSGIVING WEEK Course Wrap Up - Topic Summary Feedback/Discussions Final Paper and Presentation - Questions and Preparations Week 16: December 3 Final Paper and Presentation Due Submit Final Paper and Presentations to Bb by 11:59pm 12/7/12 Date 9/20/2012 Speaker/Tour Schedule Speaker Presentation: Clarkston Consulting - World Class Global Supply Chain Technology Solutions for Consumer Products and Life Sciences Companies speakers: Paul Garrison - Managing Partner and Sebastian Valencia- Senior Consultant Time/Location 6pm UNCG - Bryan School Building Room: TBD (will send Bb Announcement) 9/25/2012 DC Tour - Replacements Limited - Ultimate Customer Service, Direct to Consumer Order Processing, High SKU Volumes Tour Leader: Anne Embrey: Director of Operations 6pm - Replacements DC: Address: 1089 Knox Rd. McLeansville NC 27420 phone: 336.697.3000 10/2/212 Domestic Transportation Tour- Southeastern Freight Lines -SEFL Domestic Transportation, Regional Transport Networks, LTL Container Shipping Tour Leader: Marty Coleman - Freight Terminal Manager 6pm - SEFL Freight Terminal: Address: 8718 West Market St. , Greensboro, NC 27409; phone: 336.393.0279 10/23/2012 Speaker Presentation: Globe Express: Global Transportation, Ocean Carriers, Freight Forwarding. Speaker: Bill Smith - Director of Supply Chain Management 6pm UNCG - Bryan School Building Room Room: TBD (will send Bb Announcement) 10/30/2012 DC Tour - Liberty Hardware: Import Operations, Complex Material Handling/IT Systems, High Volume Processing serving Major Retailers Tour Leaders: Ted Griffin: Director of Operations / Terry Thornett: Senior Operations Manager 6pm - Liberty Hardware DC: Address: 140 Business Park Dr. Winston Salem, NC 27107; phone: 1-800-542-3789 Please Note: All Tours and Speakers begin promptly at 6pm. No outside guests or visitors are allowed without instructor permission arranged prior to visits or presentations. For Safety Purposes all physical facility tours require wearing closed toe shoes. Students wearing open toe shoes cannot take the tours. If you cannot attend the tour or presentation an alternate Journal Article or Case Write-Up Assignment is Required in place of a Tour Write Up. SCM306_Fall_2013_Sylllabus Helpful Internet Sites The following websites may be useful for your reference and to enhance your learning experience: www.supplychainlink.com www.inddist.com www.logisticsworld.com www.trafficworld.com www.nawd.org www.mheda.org www.warehouselogistics.org www.packagingdigest.com www.exportinstitute.com www.tradecompass.com www.supply-chain.org www.nistevo.com www.clm1.org www.nitl.org ww.cpfr.org www.transporttopics.com www.mmh.com www.mhia.org www.warehousemag.com www.americanshipper.com www.automotivesourcing.com www.logisticsworld.com www.gartner.com www.scdigest.com Certainly sites may be very useful for both your paper and for your career interests! SCM306_Fall_2013_Sylllabus Course Governance and Expectations PREAMBLE – OUR COMMITMENT The administration, faculty, staff, and students of the Bryan School of Business and Economics at UNCG are committed to professional and ethical behavior in all areas of their academic and professional lives. The principles and expectations established in this document and the addendums encompass many aspects of professional behavior and integrity. It is not an exhaustive list, since change is part of life both inside and outside the university. This set of Guidelines constitutes a statement of values and expectations; concerns and issues are still best addressed by conversations between the individual faculty member and student. If further discussions are necessary, please contact the faculty member’s Department Head. EXPECTATION OF ALL LEARNING COMMUNITY MEMBERS The first sentence of the UNCG Student Code of Conduct is: “Members of the UNCG community respect fundamental principles for ensuring a campus environment conducive to peaceful and productive living and study. These principles include five values: honesty, trust, fairness, respect, and responsibility.” All university members (students, faculty, and staff) have a responsibility to uphold these five values, and this is true in the Bryan classroom environment and related academic activities. EXPECTATIONS OF STUDENTS Students in the Bryan School must conform to all existing principles found in UNCG’s Academic Integrity Policy and the Student Code of Conduct. Further details may be found at the following sites: "http://academicintegrity.uncg.edu/complete/" and "http://studentconduct.uncg.edu/policy/code/" The attached addendum lists specific expectations of students regarding the learning process and environment at the Bryan School. EXPECTATIONS OF FACULTY Faculty in the Bryan School must conform to all existing UNCG codes and policies, and their teaching roles are of particular relevance to these Guidelines (see "http://provost.uncg.edu/faculty/h_section4.asp" for further details). The attached addendum lists specific expectations of faculty regarding the learning process and environment at the Bryan School. ____________________________________________________________________________ Footnote 1: This document does not constitute a binding contract between students and the University. Footnote 2: Portions of these Guidelines were modeled after the Professional Standards developed by the College of Business at Illinois State University. We thank them for their contributions! Footnote 3: The syllabus has been developed to cover all of the pertinent subject matter. It is being presented in a final format. However, if needed dates, schedules and topics may be adjusted. SCM306_Fall_2013_Sylllabus