Claremont Graduate University School of Behavioral and Organizational Sciences Human Resource Design Program HRD 326 – Crisis Management Summer 2015 Contact Information Course Instructor: Office: Phone: E-mail: In-person Office Hours: Phone Office Hours: Teaching Assistant: Office: Phone: E-mail: Scott J. Schroeder, Ph.D. None (808) 739-4611 scott.schroeder@cgu.edu or scott.schroeder@chaminade.edu by appointment before Friday class sessions by appointment None Course Schedule: Semester start and end: July 6th – August 22nd (module 2) Meeting days and times: Fridays Saturdays Course location: Stauffer 110 July 17th and July 31st (7 – 9:50 pm) July 18th and August 1st (9 am – 5:30 pm) Course Description This course is an extension of HRD 320 and focuses on strategies for dealing with unplanned organizational change. Background Preparation (Prerequisites) None Texts and Journal References Required: Lewis, G. (2006). Organizational Crisis Management – The Human Factor. New York: Auerbach Publications. Optional: None Course Learning Outcomes By the end of this course, successful students will have demonstrated: 1) an understanding of the defining elements of individual and organizational crises and the ability to distinguish problem situations from crisis situations. 2) an understanding of the personal skills and professional orientation needed to effectively engage individual and organizational crises. 3) An understanding of crisis response protocols for different types of crises and skill in crisis response in case and simulation situations. 4) an understanding of the role of HR in crisis prevention and response. 5) effective communication and oral presentation skills. Course Orientation This course introduces students to the fundamental principles of crisis management in organizations. In human resource management and leadership roles, we are most often used to thinking about organizational change in an architectural manner. That is, change is something we conceptualize, design, implement, and evaluate in a planful manner. Frequently, though, events occur at work which are unplanned, and when these unplanned events are significant and negative they are often labeled crises. When crises happen in organizations, we can’t employ our usual architectural approaches to managing change. Instead, handling crises effectively requires that we operate more like paramedics than architects. As organizational paramedics we need to be able to 1) identify the crisis, 2) establish and carry out a short-term response plan, and 3) access appropriate resources for providing long-term resolution of the crisis. Developing the knowledge and skills to engage these three tasks is what this course is all about. As human resource professionals and managers, we can be confronted with crises affecting both persons and systems. An executive may have a drug problem, or our organization may suffer the consequences of down-sizing. An administrative assistant may experience burnout, or our organization may encounter a technical disaster. For the purposes of this class, there are two implications of this. The first is that we need to examine crisis management at both the individual and organizational levels. (In real life, we will almost always operate at the intersection of these two levels). The second implication is that we need to be comfortable being confronted with the challenges of people and systems in crisis. Coming face-to-face with significant, negative events can be unsettling for even the most seasoned organizational paramedic. The process of the course has been designed to address these issues. Over the two weekends we will take on readings and learn about procedures which will help us understand and respond to workplace crises encountered by individuals and organizations. And at the core of some course segments will be a case conference in which we will evaluate and create a response plan for an actual crisis situation. There are two types of assignments which will be used in helping you to get the most out of this course and in assessing your performance. The first assignment involves the course readings. Because this class is designed as a graduate seminar, thoughtful discussion and participation is essential to making the weekend as involving and useful as it can be. And in order for you to contribute effectively, you need to have completed the reading ahead of time. The second type of assignment is written case analysis. Over the weekends, you will complete short assessments and response plans for presented crisis situations to give you practice at crisis response planning and documentation. In addition, you will complete a case-based final exam during the second Saturday afternoon class session. All of the cases will be provided by the instructor. The format for the written assignments will be discussed in class. The book that will be used in this course is Organizational Crisis Management: The Human Factor by Gerald Lewis (2006). This book provides an industry standard template for identifying organizational crises and responding to them effectively, with particular attention paid to HR issues. The book should be reviewed prior to the second weekend sessions, but we will draw on specific elements in the readings as the two weekends progress. Specific chapters to be reviewed are indicated on the schedule later in the syllabus. Pre-course Note to Participants This course is focused on application and skill building. It is a course about action and doing. As a consequence, it will be a high-involvement course that is activity and case based… requiring your use of the theoretical knowledge you’ve gained in your graduate program, along with your judgment. During the two weekends, practicing is what matters. In crisis management, you’ll learn that having an established action plan and following it to the letter will lead to more successful crisis resolution. This is your chance to put your self-discipline to the test. Evaluation of Student Learning and Performance Grading will be based on the following distribution of assignments (noting that assignments may be modified to fit the class size): Class Element Points Weight Contribution to practice case discussion 10 10% Crisis Case Response - Individual 45 45% Crisis Case Response – Organization 45 45% The instructor will make every effort to return each assignment to you with feedback within 7 days for assignments submitted by e-mail and at the subsequent class session for assignments submitted in class. Grading Your grade will be calculated using the following scale. Grades with plus or minus designations are at the professor’s discretion. Letter Grade Grade Point Decription Learning Outcome A 4.0 Complete mastery of course material and additional insight beyond course material Insightful B 3.0 Complete mastery of course material Proficient C 2.0 Gaps in mastery of course material; not at level expected by the program Developing U 0 Unsatisfactory Ineffective Course Policies: Attendance Students are expected to attend all classes. Students who are unable to attend class must seek permission for an excused absence from the course director or teaching assistant. Unapproved absences or late attendance for three or more classes may result in a lower grade or an “incomplete” for the course. If a student has to miss a class, he or she should arrange to get notes from a fellow student and is strongly encouraged to meet with the teaching assistant to obtain the missed material. Missed extra-credit quizzes and papers will not be available for re-taking. Scientific and Professional Ethics The work you do in this course must be your own. Feel free to build on, react to, criticize, and analyze the ideas of others but, when you do, make it known whose ideas you are working with. You must explicitly acknowledge when your work builds on someone else's ideas, including ideas of classmates, professors, and authors you read. If you ever have questions about drawing the line between others' work and your own, ask the course professor who will give you guidance. Exams must be completed independently. Any collaboration on answers to exams, unless expressly permitted, may result in an automatic failing grade and possible expulsion from the Program. Instructor Feedback and Communication The best way to get in touch with the instructor is by e-mail at either scott.schroeder@cgu.edu or scott.schroeder@chaminade.edu. I will respond to e-mail within two business days. Appointments may be made to talk by phone as well. Expectations and Logistics The schedule of course topics provides an intended map for the subject areas we will be discussing during particular class sessions. The actual timing may vary depending on the needs and interests of the class group. Accommodations for Students with Disabilities CGU is committed to offering auxiliary aids and services to students with verifiable disabilities in compliance with Section 504 of the Rehabilitation Act of 1973 and Title II of the Americans with Disabilities Act of 1990. To ensure that their individual needs are addressed, students with special needs are encouraged to contact the Dean of Students Office as early as possible. Additional resources can be found on the linked page (http://www.cgu.edu/pages/1154.asp). Schedule of Class Sessions and Important Dates Evening of July 17th – Introduction to Crisis Management This class session provides an overview of crisis management and its importance for HR professionals. We will discuss what constitutes a “crisis” and how to distinguish a problem from a crisis. You will also learn components of crisis training programs and the personal characteristics of effective crisis managers. We will also examine the basic tasks associated with managing individuals and systems in crisis: crisis identification, response planning, and accessing collateral and institutional resources. The appropriate application of consulting and counseling skills to crisis intervention in the workplace will also be discussed. Baseline Case: Onyx Oil Morning of July 18th – Individuals in Crisis I – Stress and Burnout Saturday we will explore some of the most prevalent types of individual crises in organizations today. The trend toward down-sizing and restructuring has altered the psychological contract people have with their employers and has had traumatic and stress-producing consequences for many. For some it means the loss of a career, organizational ties, and professional identity. For others it means survivor guilt and work overload. Additionally, certain strong performers in organizations can be subject to burnout and overuse. Preventing and handling crises related to these issues is the topic of this morning’s session. Practice Case: Mark Finley Afternoon of July 18th – Individuals in Crisis II – Violence and Substance Use Increasing demands on employees to be efficient and productive across the various domains of their lives can lead people to seek to alleviate these pressures through the use of drugs and alcohol. These increasing demands combined with the intensified abuse and alienation some experience in their jobs can lead to organizational sabotage and violence. Dealing with crises involving substance abuse and violence at work is the topic of this afternoon’s session. Practice Case: Sam Stuart We will also complete our mid course case during this class session. Chapter 7 can be used as a reference in this class session. Evening of July 31st – Organizational Crises I – Prevention and Assessment As HR professionals operating inside organizations, we are in the position to contribute to the prevention of significant threatening events at the systems level. To the extent that we can identify the most likely organizational crises, we can plan to avoid them and to respond to them. In this session we will discuss the crisis management audit and scenario building as tools for organizational crisis prevention and response planning. We will also examine an organizational crisis case. Practice Case: Challenger and Columbia Read chapters 3, 4, and 5 before this class session. Morning of August 1st – Organizational Crises II – Tactical & Strategic Responses Effective crisis management requires both immediate action to facilitate crisis relief as well as subsequent work to accomplish crisis resolution. In this session we will review both short-term and long-term action plans for managing systems crises. We will also examine the appropriate composition of a crisis management team and the relevant involvement of other organizational constituents. Practice Case: Wang Labs Read chapters 5, 6, and 8 before this day’s sessions. Afternoon of August 1st – Organizational Crises II – Course Exam In this afternoon session you will complete the course with a case-based final exam that will be undertaken in groups. Instructor Background Information Scott Schroeder, Ph.D. is Dean of the School of Business and Communication and Professor of Management at Chaminade University of Honolulu. Scott’s career has been lived as a management activist, dedicated to putting into practice management systems and approaches that bring out employees’ best work and eradicate employee abuse and management malpractice in organizations. He has done extensive clinical work in executive psychotherapy and coaching and consults on issues of executive development and team effectiveness. His clients have included individuals and organizations from industries including entertainment, professional sports, health care, advertising, education, government services, the U.S. military, high tech, not-for-profits, and religious organizations. His work in forensic psychology as a principal of The Laundis Group included assessment of multiple crisis situations, their effects and resolution. Scott’s research focuses of individuals’ personal power and social influence at work, with special interest in getting people the power they need to have personal and professional success in their careers. He is most recently co-author with Samuel Culbert of “What most managers don’t know about empowerment.” He has held administrative or faculty positions at several universities, including Arizona State University, UCLA, and Antioch University, where he was responsible for developing a graduate program in organization development which was consistently ranked among the top ten programs nationally during his tenure. Scott was most recently the dean of academic affairs at the Bainbridge Graduate Institute, the country’s topranked graduate school for sustainable business and one of Businessweek’s top innovation schools in the world. Scott has taught courses on organizational behavior, organizational development, and crisis management in the HRD program at CGU since 1996. He completed doctoral specializations in management and psychology at UCLA, as well as post-doctoral work at Harvard University.