Aaron Ratcliffe
Syllabus SCM 302.01
Spring 2014
SCM 302.01
OPERATIONS MANAGEMENT
BRYAN SCHOOL OF BUSINESS & ECONOMICS
INFORMATION SYSTEMS AND SUPPLY CHAIN MANAGEMENT
Schedule:
Mon., Wed. 2:00 PM – 3:15 PM, 1/13/2014 – 4/28/2014. Bryan 128
Instructor
Aaron Ratcliffe
Bryan 438
336.256.8597
aaron.ratcliffe@uncg.edu
Office hours:
Mon. 12:30-1:30 PM; 5:00-6:00 PM
Wed. 3:30-4:30 PM or by appointment
Prerequisites:
ECO250, ISM280, ACC202 and either ACC201 or ACC218
Course Description:
Survey of the operations functions of organizations with emphasis on the design
and control decisions. Qualitative and quantitative problem-solving methods used
to enhance managerial competence in the operations function.
Required Materials:
1. Required Textbook is Operations Management (11th edition) by Heizer and Render. The bookstore
has the text packaged with MyOMLab.
2. MyOMLab is required. This software is available at the bookstore and direct from Pearson. Buy it
early and use the password code to access it no later than the first two days of classes! This will allow
you to do your online homework assignments and the quizzes. We have a very good deal with the
publisher to buy the package in the bookstore! But, if you already have a cheap copy of the text,
simply purchase MyOMLab.
3. You may access the e-text and the MyOMLab on a trial basis for 17 days. You could then determine
if the e-version will work for it; it is cheaper!
Introduction:
Operations Management is the process of converting resources into products. Resources may
include materials, equipment, capital, and labor. Products may include manufactured goods or services.
"Operations" is defined here as the set of activities directed toward the conversion of resources into goods
and services. The “Management” of these resources and activities is called production/operations
management (P/OM). Production/operations management is concerned with an almost unlimited
spectrum of organized efforts -- from the manufacture of printed electronic circuit boards to the delivering
of a social service by a local government; from the fast-food business to the health services industry. All
of these involve activities directed toward the conversion of resources into products.
Production/operations management (P/OM) has, in effect, been in existence since people first
organized his efforts toward productive tasks, such as hunting, farming, building and trading. More
recently production/ operations management has become a defined body of knowledge since the
managerial revolution beginning in the early twentieth century. Production/operations management has
its roots in a number of areas of study, such as industrial engineering, materials/inventory management,
manufacturing management, production scheduling, quality control, forecasting, etc. Examples of
questions that are of concern in the field of P/OM are:
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Syllabus SCM 302.01
Spring 2014
How do we reduce costs in our organization, and here at UNCG?
How do we increase our workers' productivity in The Registrar's Office?
Are we having quality problems with our heart surgeries?
Where should we locate our new central distribution facility at Polo Ralph Lauren?
What route should a caseworker follow in handling his/her caseload?
How many iPads should we carry in December's inventory?
How many Honda lawnmowers will we sell next year?
Should we locate a new plant in Mexico? Should we sell our manufacturing plant in Asheboro?
Should we make the components ourselves or should we outsource that to a supplier in China?
Can we afford to automate our office furniture production process at Brayton Furniture?
Can we afford NOT to automate our production process at Brayton Furniture?
General Course Objectives:
The following basic objectives represent important learning goals of the course organization and content:
1) Provide a basic understanding of the production/operations function of an organization and its
relationship to the rest of the organization.
2) Provide a basic understanding of the major decision areas, support systems, and tools used to
solve the problems and provide decision-making information for production/operations
management.
3) Provide an opportunity to apply some of the tools and techniques used for production/operations
management problems.
Cognitive Course Objectives:
Upon completing the course, the student should be able to:
1) Differentiate between productivity, effectiveness, efficiency, and other performance measures for
operations management.
2) Explain the factors that make a service operation more difficult to manage as compared to a
manufacturing operation.
3) Compare and contrast the different types of conversion systems (i.e., project, job shop, batch flow,
line flow, and continuous flow processes).
4) Use project management techniques to plan a project.
5) Develop and use a process control chart for managing quality.
6) Understand the role played by total quality management in organizations.
7) Distinguish between long range, intermediate range, and short range capacity planning in operations
management.
8) Identify the factors that influence the location of service versus manufacturing facilities.
9)
Identify the important aspects and issues related to facility design decisions.
10) Discuss the role of logistics in operations management.
11) Understand the role of a forecasting system in the operations of an organization.
12) Explain the role of strategic sourcing in the procurement of materials for operations management
13) Describe the typical objectives and constraints in the aggregate planning problem related to both
manufacturing and service organizations.
14) Differentiate the inventory management concerns between dependent demand items and
independent demand items.
15) Understand the value and importance of various Lean Systems/Total Quality Management
(“JIT/TQM” or “Pull”) systems and techniques.
16) Discuss the role of Enterprise-wide Resource Planning (ERP) Systems in organizations in general,
and supply chain/network management in particular.
17) Describe how operational and supply chain processes enable firms to deliver sustainable products
and services to the marketplace.
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Syllabus SCM 302.01
Spring 2014
Instructional Methodology: The methods employed to achieve these objectives will vary, but include:
1.
Textbook reading and study assignments.
2.
Class lectures and highlighting of critical textbook material.
3.
Homework problems and questions.
4.
Interactive Quizzes, video clips, video cases, online reviews and assignments
5.
Some reading assignments from sources other than the textbook.
6.
Classroom discussions and participation
7.
A student plant tour project
In general, the focus for this course assumes the average student will NOT become an operations
specialist, but does need to know the role of the operations manager in order to be successful in his/her
own job in business, regardless of what that may be. For those of you who may wish to pursue additional
courses in operations management toward a possible career in the area, this course serves as an important
introduction to subsequent course work.
Performance Evaluation & Grading – Your numerical score for the course will be determined by the
following point distribution. All items within a group equally weighted unless otherwise noted.
Quantity Each Total Percent of Grade
Exam 1
15%
1
15.0%
Exam 2
15%
1
15.0%
Exam 3
20%
1
20.0%
Exams
50.0%
Graded Homework
2%
8
16.0%
Term Project
12%
1
12.0%
Online Quizzes
12
1%
12.0%
Flipped Quizzes & Participation
1%
12
6.0%
Memos
2%
2
4.0%
Total
100.0%
Your letter grade for the course will be determined from your numerical score and the following table.
You may increase your course grade above your course average with strong class participation.
Grade Distribution
A
AB+
B
BC+
C
CD+
D
DF
92% 90% 88% 82% 80% 78% 72% 70% 68% 65% 63% <63%
Exams - Exams will be a combination of multiple choice, short answer, and computational problems.
You must attend the scheduled exams. All exams will be given during scheduled class periods on the
dates indicated on the syllabus. There are only two excuses that will allow a make-up exam:
- A note from a physician in the case of an illness
- A note from Academic Advising in the case of other problems.
In either case, you must if at all possible notify the instructor prior to missing an exam.
Graded Homework – Students are required to complete 8 online homework assignments in MyOMLab.
Due dates are posted on MyOMLab. Homework is intended to be a major learning tool. The material is
"fair game" for exam questions, you are expected to collaborate with other students (if you wish) and/or
ask questions about the homework in class or during office hours.
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Syllabus SCM 302.01
Spring 2014
Online Quizzes: Students are required to complete 12 online quizzes in MyOMLab. Due dates are posted
in MyOMLab. Quizzes are based on material from the textbook and class notes and are intended to test
your understanding of the fundamentals of operations management.
Participation, Flipped Quizzes, & Attendance: Class participation includes being prepared for class,
being involved in class discussion, and being engaged with the material outside of class. You may be
called upon at any time to share your perspective, work with other students, or respond to a question. You
are encouraged to attend office hours and email the instructor with questions and insights. Participation is
essential because: 1) discussion about a business situation is most fruitful with multiple perspectives; 2)
articulating your thoughts and questions demands that you be clear and precise; 3) it promotes critical
thinking and maximizes your learning efficiency. Constructive participation and effective communication
are vital business skills in any organization.
Flipped quizzes are designed to encourage you to come to class having read and prepared the material in
advance. For each topic listed in the class schedule we will have a short quiz on the first day that topic is
covered in class. You should bring a pen and paper with you to class to complete the flipped quizzes.
The instructor will take attendance via a technology-enabled method or sign-in sheet. Missing class
affects your grade directly through missed opportunities to participate in class or to complete flipped quiz
assignments. It also affects your overall learning and your performance on exams. Further, when you are
not in class, the rest of the class misses the opportunity to learn from your perspective and contributions.
The instructor should be notified in advance if you have to miss a class. You are responsible for learning
the missed materials, but the instructor will help you stay on track.
The professor reserves the right to drop the final grade one letter for any student
exceeding 4 unexcused absences.
Oral & Written Communications Content:
Memos: Details and Due Dates are on Canvas!
You may choose any two of the four videos as the source for your memos. However, any of the four
could appear on the corresponding exam.
Group Project: see the Plant Tour handout for more details!
This assignment will be a team project. Each team (3 or 4 students) will tour a plant, write up the
findings of the tour and submit the report on the date given in the syllabus. Oral communication skills will
also be important with regard to students’ abilities to ask probing questions that are necessary to complete
the assignment. Additional details on the project will be given in class.
Your plant tour write-up should be professionally done. It should include any diagrams, illustrations,
pictures taken etc. needed to enhance your report. A minimum of 12 pages (excluding any required
appendices) is expected in the main report. Emphasis should be on the process flow within the facility.
Each group member must complete a self-and-peer evaluation.
The plant tour report and self-and-peer evaluations are due at the start of the class on April 28.
Technology Applications: Students will be expected, whenever possible, to use appropriate information
technology in completing assignments. Discussion of the impact of emerging technology on the
Operations function will be a component of this course.
Ethical Perspectives: Specific coverage of ethical issues in operations decisions is limited.
Global Perspectives: Discussion of the impact of global operations and the challenges it poses for
managers will be covered in this course.
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Syllabus SCM 302.01
Spring 2014
Demographic Diversity Perspectives: This course will not specifically address this issue.
Political, Social, Legal, Regulatory & Environmental Perspectives: Will be discussed as they apply to
location decisions made by Operations Managers and the resulting challenges.
Academic Integrity Policy: You must abide by the UNCG Academic Integrity Policy on all assignments
(papers, tests, quizzes etc.) that are part of this course. Failure to abide will result in the appropriate
consequences. See: http://sa.uncg.edu/handbook/academic-integrity-policy/
Faculty/Student Guidelines: The Bryan School has develop a set of guidelines on student behavior and
expectations in and out of the classroom as well as what you should expect of me as faculty member. I
will encourage you to read through those guidelines by the end of the first week of class. Here is a link to
the pdf file for those guidelines: http://www.uncg.edu/bae/faculty_student_guidelines.pdf
Class Schedule Summary
Week
1
2
3
4
5
6
Class Dates
1/13/2014 1/15/2014
1/20/2014 1/22/2014
1/27/2014 1/29/2014
2/3/2014 2/5/2014
2/10/2014 2/12/2014
2/17/2014 2/19/2014
7
8
9
10
11
12
13
14
15
16
Final
2/24/2014
3/3/2014
3/10/2014
3/17/2014
3/24/2014
3/31/2014
4/7/2014
4/14/2014
4/21/2014
4/28/2014
5/5/2014
2/26/2014
3/5/2014
3/12/2014
3/19/2014
3/26/2014
4/2/2014
4/9/2014
4/16/2014
4/23/2014
4/30/2014
5/7/2014
M
Operations & Productivity
Dr. MLK Jr. Day
Project Management
Forecasting
Exam 1
Quality & SPC
Process Strategy & Capacity
Management
Layout Strategies
No Class UNCG - Spring Break
Location Strategies
Supply Chain Management
Exam 2
Inventory
Aggregate Plan SOP
MRP, ERP
Course Wrap-up Review
W
Operations Strategy
Project Management
Forecasting
Sustainability
Quality & SPC
Quality & SPC
Process Strategy & Capacity
Management
Layout Strategies
No Class UNCG - Spring Break
Location Strategies
Supply Chain Management
Inventory
Aggregate Plan SOP
MRP, ERP
JIT, TPS, Lean
Exam 3
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Syllabus SCM 302.01
Spring 2014
Class Schedule Detailed
**Tentative: some areas may take longer, while others may be finished more quickly than anticipated.
1/13
OPERATIONS AND PRODUCTIVITY
Read Chapter 1
1)
2)
3)
4)
5)
6)
What is operations management?
How does operations management relate to other functional areas of business?
Distinguish between goods and services and how operations are managed for each.
Define production and productivity.
Compute single-factor productivity. Compute multifactor productivity
What are the critical variables in enhancing productivity?
Quiz 0.1 – Operations & Productivity
1/15
OPERATIONS STRATEGY
Complete student information form, upload picture
Read Chapter 2
1)
2)
3)
4)
5)
6)
7)
8)
Why is effective operations strategy important? Examples.
What is a mission (statement)? What is a strategy?
What operational considerations and challenges are brought about by globalization?
Define key success factor. Define core competencies.
Explain Porter’s Five Forces. What is SWOT Analysis? How is it used?
Compare order winners and order qualifiers
Describe three strategies for competitive advantage (differentiation, cost, response)
Describe operational issues around outsourcing.
Quiz 0.2 – Operations Strategy
1/22, 1/27
PROJECT MANAGEMENT
Sign-up for plant tour group!
Review materials for flipped quiz
Read Chapter 3.
1)
2)
3)
4)
5)
6)
7)
Why is effective project management important? Examples.
Describe the three major project management activities.
Construct a Gantt Chart.
Construct an Activity-On-Node Diagram.
Complete a forward and backward pass for a project. Compute ES, EF, LS, LF, slack.
Compute project completion time. Find the critical path.
Crash a project. What is meant by crashing a project? What are the steps?
Quiz 1 – Project Management
HW 1 – Project Management
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1/29, 2/3
Syllabus SCM 302.01
Spring 2014
FORECASTING
Submit first, second, and third choices for plant tour
Review materials for flipped quiz
Read Chapter 4.
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
11)
12)
Why is effective forecasting important? Examples.
Distinguish three time horizons for forecasting and methods for each.
Compare qualitative vs. quantitative forecasting, their methods and uses.
Describe four types of variation in time series data.
Compute the following time-series forecasts:
 Naïve, Moving Avg., Weighted Moving Avg., Exponential Smoothing
Interpret associative models and use of regression in forecasting
Compute prediction given slope and intercept
Interpret correlation and .
Compute measures of forecast accuracy
 MFE, MAD, MSE, MAPE
Compute a tracking signal to monitor forecast quality
Describe responsiveness vs. stability tradeoff. Examples.
Forecasting Insights (from today’s class)
Quiz 2 – Forecasting
HW 2 – Forecasting
2/5
SUSTAINABILITY
Review materials for flipped quiz
Read Chapter 5 (S5)
1)
2)
3)
4)
5)
Explain corporate social responsibility and its importance.
Explain the triple bottom line.
Explain the 3 Rs for Sustainability
Calculate life cycle ownership costs
Explain the impact of sustainable regulations on operations management
Quiz 3 – Sustainability
2/10
2/12
2/17, 2/19
EXAM 1
In class
QUALITY MANAGEMENT & STATISTICAL PROCESS CONTROL
Submit a list of questions for plant tour and scheduled date for visit.
Review materials for flipped quiz
Read Chapter 6 and Chapter 7 (S6)
1) Explain different definitions of quality.
2) Describe two ways that quality improves profitability.
3) What are 4 types of quality-associated costs and the relationship between them?
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Syllabus SCM 302.01
Spring 2014
4) Discuss examples of how firms applied PDCA cycle and utilized various TQM tools to
improve their processes.
5) What are the 7 concepts of Total Quality Management?
6) What is Six Sigma?
7) Describe how to use the 7 TQM tools to analyze a quality problem.
8) Explain unique challenges for managing quality in services.
A) Construct ̅ -charts, -charts, p-charts
B) Explain five steps for building control charts
C) Compute
and
and explain process capability
Quiz 4 – Quality
HW 3 – Statistical Process Control
2/24, 2/26
PROCESS STRATEGY & CAPACITY MANAGEMENT
Review materials for flipped quiz
Read Chapter 8 (7) and Chapter 8 (S7)
1) Describe, compare, and provide specific firm examples of the four process strategies.
2) Graph accurate cross-over charts and solve for intersection points to indicate at what
volumes a company should switch from one process to another.
3) Identify 5 different process analysis tools.
4) Compare how they are used. Provide examples
A) Define and distinguish between capacity, design capacity, effective capacity,
utilization, throughput
B) Discuss
Capacity
Considerations,
Managing
Demand,
and
Capacity
Expansion/Contraction
C) Compute system capacity for simple system and identify the bottleneck resource
Quiz 5 – Process Strategy
3/3, 3/5
LAYOUT STRATEGIES
Review materials for flipped quiz
Read Chapter 11 (9)
1) Explain important issues, objectives and examples for the 7 types of layouts.
2) Compute takt time and # of workers required for balancing work cells.
3) Balance production flow in a repetitive or product-oriented facility.
a) Compute cycle time and # of workstations
b) Balance the line according to Longest Operation Time (LOT) and Shortest
Operation Time (SOT) heuristics
c) Compute efficiency of an assembly line
Quiz 6 – Layout
HW 4 – Layout
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3/17, 3/19
Syllabus SCM 302.01
Spring 2014
LOCATION STRATEGIES
Review materials for flipped quiz
Read Chapter 10 (8)
1)
2)
3)
4)
5)
Identify and explain seven major factors that affect location decisions.
Apply the factor-rating method.
Compute a locational break-even analysis graphically and mathematically.
Compute location decision using center-of-gravity method.
Explain differences between service and manufacturing location analysis.
Quiz 7 – Location
HW 5 – Location
3/24, 3/26
SUPPLY CHAIN MANAGEMENT
Review materials for flipped quiz
Read Chapter 12 (11) and Chapter 13 (S11)
1)
2)
3)
4)
5)
6)
7)
8)
9)
Explain the six different sourcing strategies. Provide examples.
Describe types of supply chain risk and how they be mitigated, with examples.
Explain three issues which complicate supply chain management.
Describe opportunities for effective supply chain management.
Describe 4 steps in the supplier selection process.
Explain major issues in logistics management.
Compute and interpret assets committed to inventory and inventory turnover.
Construct a decision tree to make a decision under uncertainty.
Use the factor-weighting method for supplier evaluation.
Quiz 8 – Supply Chain Management
3/31
4/2, 4/7
EXAM 2
In class
INVENTORY MANAGEMENT
Review materials for flipped quiz
Read Chapter 14 (12)
1)
2)
3)
4)
5)
6)
Conduct an ABC analysis.
Explain and use EOQ model for independent inventory demand.
Computer economic order quantity and optimal cost.
Compute a reorder point (constant lead time and demand).
Compute a base stock level, safety stock, average inventory on hand.
Discuss industry examples of effective inventory management.
Quiz 9 – Inventory Management
HW 6 – Inventory
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4/9, 4/14
Syllabus SCM 302.01
Spring 2014
AGGREGATE PLANNING; S&OP
Review materials for flipped quiz
Read Chapter 15 (13)
1)
2)
3)
4)
Define & explain sales and operations planning and aggregate planning.
Compute chase and level strategies and their horizon costs.
Explain techniques for addressing uncertainty in production plans.
Describe how aggregate planning fits into the overall production planning process.
Quiz 10 – Aggregate Planning
HW 7 – Aggregate Planning
4/16, 4/21
MATERIAL REQUIREMENTS PLAN (MRP) & ERP
Review materials for flipped quiz
Read Chapter 16 (14)
1)
2)
3)
4)
5)
6)
7)
What is dependent demand?
What is the Master Production Schedule?
Construct a bill of materials and time-phased product structure tree.
Describe how MRP fits into the Planning Process.
Describe shortcoming and solutions for MRP.
Describe use of MRP in services.
Compute MRP tables for dependent demand items.
Quiz 11 – MRP
HW 8 – MRP
4/23
JIT, TPS, & LEAN OPERATIONS
Review materials for flipped quiz
Read Chapter 17 (16)
1)
2)
3)
4)
5)
Define and explain the principles of just-in-time, TPS, and lean operations.
Provide industry examples of effective uses of JIT, TPS, & Lean.
Define the seven wastes and the 5Ss.
Explain JIT partnerships.
Define kanban and compute the required number of kanbans.
Quiz 12 – JIT / Lean Operations
4/28
5/7
COURSE WRAP-UP AND REVIEW
Plant tour projects due. Self and peer evaluations due.
FINAL EXAM
12-3 PM in Bryan 128
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Syllabus SCM 302.01
Spring 2014
Online Homework & Quizzes Schedule
NOTE: Any extensions will be communicated via the course web site and updated in MyOMLab.
Ch.
Assignment Name
Assigned
Due
1 Quiz 0.1 - Operations & Productivity - NOT GRADED 1/13/2014 1/21/2014
2 Quiz 0.2- Operations Strategy - NOT GRADED
1/15/2014 1/21/2014
3 Quiz 1 - Project Management
1/22/2014 1/28/2014
3 HW 1 - Project Management
1/22/2014 1/28/2014
4 Quiz 2 - Forecasting
1/29/2014 2/4/2014
4 HW 2 - Forecasting
1/29/2014 2/4/2014
S5 Quiz 3 - Sustainability
2/4/2014 2/6/2014
6 Quiz 4 - Quality
2/12/2014 2/20/2014
S6 HW 3 - Statistical Process Control
2/12/2014 2/20/2014
7 Quiz 5 - Process Strategy
2/24/2014 2/27/2014
9 Quiz 6 - Layout
3/3/2014 3/6/2014
9 HW 4 - Layout
3/3/2014 3/6/2014
8 Quiz 7 - Location
3/17/2014 3/20/2014
8 HW 5 - Location
3/17/2014 3/20/2014
11 Quiz 8 - Supply Chain Management
3/24/2014 3/27/2014
12 Quiz 9 - Inventory Management
4/2/2014 4/8/2014
12 HW 6 - Inventory Management
4/2/2014 4/8/2014
13 Quiz 10 - Aggregate Planning
4/9/2014 4/15/2014
13 HW 7 - Aggregate Planning
4/9/2014 4/15/2014
14 Quiz 11 - MRP
4/16/2014 4/22/2014
14 HW 8 - MRP
4/16/2014 4/22/2014
16 Quiz 12 - JIT / Lean Operations
4/22/2014 4/24/2014
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