Claremont Graduate University HRD 328 Organizational Strategic Planning Daniel F. Duran, Ph.D. Spring 2008 dduran@whittier.edu (562) 907-4931 office; (213) 369-2368 cell; (562) 693-3259 home Web Syllabus: http://web.whittier.edu/academic/business/duran/CGU%20HRD_328%202008.html Course Overview Welcome to this advanced course in Organizational Strategic Planning! I inherited this course from a previous instructor and have modified it to cover some new materials and themes. Together we will have the opportunity to study some of the most complex and perplexing problems of organizational strategic planning. The goal of this course is to help you develop the skills and confidence to lead the business/non-profit enterprise for success today and tomorrow. Fundamentally, we will be thinking about what business the enterprise is in and what business it should be in. Throughout this course our main emphasis will be on strategy and we will adopt the perspective of the Vice President of Human Resources. Please note that this course requires straightforward and engaged conversation, teamwork, and presentations. The readings for this course are taken primarily from two texts; one authored by a longtime practitioner and the other by a long term and respected set of academicians and researchers. In addition to the two texts I will provide additional readings and you may find that some of the readings may seem to contradict one another. This is intentional as both the research and field based resources about organizational strategic planning have evolved and will continue to do so. Our readings and discussion will demonstrate that not “everything fits together” nicely although the overall perspective developed throughout the course is internally consistent in that each author and reading adds to our metatheoretical perspective. That perspective is that keeping current with and applying the most recent “in vogue” HR “formula for success” is far less important than helping you develop a deeper appreciation of the management of cooperative purposeful human endeavor. In the end, our intent is to help you to lay a foundation for life-long learning and to help you to develop an understanding that goes much deeper than “how a given technique is used.” Beyond this deeper appreciation, you should develop in this class the ability to self-reflect, and therefore you should hopefully become more conscious of your own actions, thinking, and character. Underlying the course is the idea that strategy is multifaceted and has three dimensions: • The formulation process • The implementation of strategy, and • The “good” content of strategy As managers in 21st Century organizations, you will benefit from all three dimensions as they will help you to better understand how humans, engaged in hierarchical collective endeavors, must interact with one another to raise the degree of rationality in a firm and thereby increase its productivity. Second, you need to understand how strategy formulation and strategy implementation are effectively linked and how strategy implementation can be most effectively executed. Third, you must develop an understanding about what is required to make an organizational strategy “good?” What should strategists consider when they set the overall direction for their firm? As a result of your studies, you should be able to “see” missing parts ahead of problem development. In this way, you should be better able to serve your current and future organizations. You should be better equipped to serve as an outstanding Vice President of Human Resources. Reading Texts and Assignments We will be drawing primarily from the following two texts: A. Ralph Christensen, Roadmap to Strategic HR: Turning a Great Idea into a Business Reality (New York: American Management Association, 2006) B. Robert S. Kaplan and David P. Norton, The Strategy-Focused Organization (Boston: Harvard Business School, 2001) C. I will provide you with additional readings, including chapters from The Essential Drucker and case studies. This course may appear “heavy in reading” although the case is that you are not expected to read all of the texts before the class is complete. This course uses an approach that will hopefully equip you to continue your learning after our seven weeks are up. You should budget six hours a week to read. That is two hours for every hour that we are in class. All of the assigned readings will be covered in class via lecture and/or student presentations. Please note that we will also cover several cases and while the cases are identified below I may change one or more of them as the course proceeds but will provide you with sufficient advance notification. Contributions and Evaluation There are three Contribution and Evaluation Components core to this class. A. Class Participation accounts for 40% which means that you should attend every class and actively participate in classroom discussion. If you attend every class but are not prepared or do not participate the highest grade you can achieve will be a “C”. As part of class participation every student is expected to make at least two Individual Contributions (IC) that focus on a firm or enterprise that has demonstrated a significant change in HR strategy and policy. The IC must be presented in a PowerPoint format and should average between 7-10 minutes presentation time and should contain 4-6 PowerPoint slides. B. The Final Course paper accounts for 30%. Your Final Course Paper will consist of a critical evaluation of a for-profit or non-for-profit business/business unit or enterprise that applies the class readings and discussions specific to its HR/Business Strategy. This paper should be at least five pages long and not exceed seven pages (excluding Title, Table of Contents, Resources/Bibliography). More details on this final paper will be provided in class. C. Team Class Presentation accounts for the remaining 30%. You will be assigned to a Team that will make at least two presentations to the class. The Team Presentations will average twenty minutes and should not exceed thirty minutes and will be based on one or more chapters from the assigned texts or from the other materials made available to the class. Each team must e-mail their PowerPoint presentations to the instructor at least one day before the scheduled presentation and handout notes must be provided to the class on the scheduled presentation day. The Team Presentation should be between 8-12 PowerPoint slides. Attendance Policy Students are expected to attend every session on time. If unable to attend a class the student must e-mail or telephone the instructor before class begins, preferably the morning of the class day. As the class will meet only seven times it is the student’s responsibility to discuss make-up arrangements with the instructor. Make-up assignments will typically take the form of a student presentation that builds on the readings or content missed and which adds to our collective knowledge. If a case was discussed, then the student will need to submit a written analysis (3 to 5 pages in length). Failure to make up for a missed class will have the student’s grade lowered one “halfletter” for each class missed. ________________________________________________________________________ Session I: January 29, 2008 READINGS: The Strategy Focused Organization, Chapters 1 and 2; Roadmap to Strategic HR, Chapters 1, 2, and 3; Case 1 (EMI A) ________________________________________________________________________ NO CLASS ON FEBRUARY 5, 2008 MAKE-UP DATE TO BE DETERMINED ________________________________________________________________________ Session II: February 12, 2008 READINGS: The Strategy Focused Organization, Chapters 3, 4, and 5; Roadmap to Strategic HR, Chapters 4 and 5; Case 2 (EMI B) ________________________________________________________________________ Session III: February 19, 2008 READINGS: The Strategy Focused Organization, Chapters 6 and 7; Roadmap to Strategic HR, Chapters 6 and 7; Case 3 (Wells Fargo) ________________________________________________________________________ Session IV: February 26, 2008 READINGS: The Strategy Focused Organization, Chapters 8, 9, 12; Roadmap to Strategic HR, Chapters 8, 9, 10, 11, and 12; Case 4 (R.R. Donnelley and Sons: The Digital Division) ________________________________________________________________________ Session V: March 4, 2008 READINGS: The Strategy Focused Organization, Chapters 13 and 14; Roadmap to Strategic HR, Chapters 13, 14, 15, 16; Case 5 (P&G Vizir Launch) and Case 6 (IBM) ________________________________________________________________________ Session VI: March 11, 2008 READINGS: Roadmap to Strategic HR, Chapters 17, 18, and 19; FINAL TEAM PRESENTATIONS ________________________________________________________________________