MIS3535 – Leading Global Digital Projects a.k.a. Change Leadership Studio Fall 2014 Instructor Mart Doyle Industry Mentor & Coach Office/Office Hours Tony Messina VP IT – Governance, Strategy and Administration The Campbell’s Soup Company Speakman 209H Class -CRN: 4246 Alter Hall 603 MDoyle@Temple.Edu Phone: 215-204-4684 tony_messina@campbellsoup.com Office Hours: Mondays 10:30-12:00 Tuesdays 11:00-12:30 MWF 3:00-3:50 Course Description Explore concepts related to process thinking and process management, project management, and sourcing of information-technology initiatives. Students will be able to apply knowledge of key principles related to technology-enabled business transformation and process-centric organizational change. This course will be taught in a studio format. That is, while we will have a limited amount of traditional lecture and class discussion, much of the learning will be accomplished by doing. Students will be assigned to teams and will work as project managers on real projects. A significance amount of class time will be dedicated to applying concepts introduced in class to these projects and discussing progress students are making with these projects. Students will need to commit to a significant amount of time outside the classroom, working with their teams and managing their projects. Course Objective Develop an understanding of process thinking and key management strategies that support IT-enabled business transformation. Learn how to plan, manage, and lead business change. Understanding initiating, planning, executing, controlling and closing projects in the context of topics such as scope, resources, timing, cost, quality, and sourcing options. Learn how to monitor project plans and communicate status reports to stakeholders. MIS3535 Syllabus Page 2 Required Textbooks and Supplies Books: Biafore, Bonnie, Microsoft Project 2013: The Missing Manual, 1st Edition, April 2013, Pogue Press, ISBN 978-1-4493-5796-2 Kotter, John P. and Cohen, Dan S., The Heart of Change: Real-Life Stories of How People Change Their Organizations, 2nd Edition, November 2012, Harvard Business Press, ISBN: 9781578512546. Note, the 1st edition and the 2nd editions of this book are almost identical and either edition is perfectly acceptable for this class. If you can find a used version of the 1st edition of this book and can save a few bucks, feel free to get the 1st edition. Videos: As part of this course you will be required to watch a collection of videos found at lynda.temple.edu. You will need your AccessNet account and password to access this site. Once you have accessed the site, you will need to search for the course “Project Management Fundamentals” by Bonnie Biafore. This course is broken down into parts and you will need to view different parts of this course throughout the semester. Please see the course schedule for details. Evaluation Item Exam 1 Exam 2 Exam 3 Project (Team grade) Class/Team Contributions Percentage 25% 25% 25% 15% 10% Grading Scale 94-100 90-93 87-89 83-86 80-82 77-79 A AB+ B BC+ 73-76 70-72 67-69 63-66 60-62 Below 60 C CD+ D DF Please note that it is against my policy to discuss grades on any exam, graded assignment or any other direct component of your final grade via e-Mail. If you would like to discuss how an exam or assignment was graded, please see me during office hours. If you are not available during office hours, please make an appointment with me for another time. Please note that two weeks after a grade has been posted, the grade will be considered “final”. If you have an issue with a grade you are required to meet with me or make an appointment to meet with me during this two week period. After this two week period a grade will be considered “final” and is not up for discussion. MIS3535 Syllabus Page 3 Class Repeat policy A grade of a ‘C or better’ is required for all MIS courses in order to move onto the next course in sequence. MIS students are ONLY permitted to repeat a course one time. Any MIS student repeating a course should seek the guidance of the Senior Program Specialist or their Fox School UG advisor. MIS majors WILL NOT be permitted to register for a course a third time. Each time a student registers for a course and earns a grade, including a “W” when withdrawing from a course, will count towards this limit. Exams There will be three exams during the semester. The exams, including exam 3 which will be given the last day of class, will not be cumulative. Missed exams can only be made up in the case of documented and verifiable extreme emergency situations. Please note that if we miss any classes for any reason (i.e. campus closed due to snow) and are unable to get back on schedule, we will be holding exam 3 during finals week in our regular classroom on the date and at the time assigned by the university. Please do not ask me when the exam will be held! Please check the exam schedule published by the university. Please note that class discussions may not include everything that is covered by the textbooks or your web research. If a certain topic is not covered in class it does not mean that you are not responsible for it. You will be responsible for everything in the relevant chapters in the textbook and your web research unless I specify otherwise. Class Discussion In addition to completing your required reading and viewing the assigned videos, each week you will spend some time on the Internet doing some research and learning about additional topics that are not covered by your textbooks. Please come to class prepared to answer and discuss all of the topics listed under “Web Research” in the class schedule (below). Change Leadership Regardless of the value of the systems you create, you will always find that one of the most difficult jobs of a change agent is influencing the behavior of people. People, by their nature, resist change. In most weeks we will have a class which focuses on change leadership and discuss strategies for driving change in organizations. For these classes, all discussion will be led by student teams. For each one of these classes, a handful of short readings will be assigned from the Kotter text. For each change leadership class meeting, teams will prepare a brief PowerPoint presentation (2-5 slides) for their three favorite short stories. The first slide will “tell the story”. The following slides will include questions which challenge the class to explore the key lessons the reader should take away from the case. Teams will be selected at MIS3535 Syllabus Page 4 random to lead the class discussion on one of these short stories and will use this slide deck to add structure to their discussion. MS Project This is NOT a class that teaches Microsoft Project. While one of our textbooks uses Microsoft Project and, as a byproduct of completing the required reading and completing some of the assignments, you will learn Microsoft project, this course is NOT about Microsoft Project. Microsoft Project is simply one of many project management tools that could be used to manage a project. During the project management portion of the course, we will focus on project management concepts, not Microsoft Project. Team Project For the studio portion of this class, you and a classmate will be assigned to a team of MIS3504 students and you will play the role of project manager for their project. As a team, you will assemble and manage a project plan and you will be responsible for the execution of the team project. The final deliverable will be a binder that presents your project plan in a well-organized manner. You and your partner will need to determine the documents which are included in this binder and well as the final format for all of these documents. Grades will be assigned as follows: 100% - The assignment consistently exceeds expectations. It demonstrates originality of thought and creativity throughout. Beyond completing all of the required elements, new concepts and ideas are detailed that transcend general discussions along similar topic areas. There are few mechanical, grammatical or organizational issues that detract from the presented ideas. 85% - The assignment consistently meets and in some cases, exceeds expectations. It demonstrates mastery of the subject matter and some level of originality of thought and creativity. There are few mechanical, grammatical or organizational issues that detract from the presented ideas. 75% - The assignment consistently meets expectations. It contains all the information prescribed for the assignment and demonstrates a command of the subject matter. There is sufficient detail to cover the subject completely but not too much as to be distracting. There may be some procedural issues, such as grammar or organizational challenges, but these do not significantly detract from the intended assignment goals. 65% - The assignment fails to consistently meet expectations. That is, the assignment is complete but contains problems that detract from the intended goals. These issues may be relating to content detail, be grammatical, or be a general lack of clarity. Other problems might include not fully following assignment directions. MIS3535 Syllabus Page 5 55% - The assignment constantly fails to meet expectations. It is incomplete or in some other way consistently fails to demonstrate a firm grasp of the assigned material. Class/Team Contributions 10% of your final grade will be based on your contributions to class discussions and your team project. This component of your grade is completely subjective and assigned at the sole discretion of the instructor. Come to class prepared to discuss the required readings, videos and web research. The focus of the class will be discussing the material from the readings/research, not covering the material from the readings/research. I will assume that you have completed the required reading/research and can share a basic understanding of the material with the rest of the class. Attendance is not participation. Regular contributions to class discussions are required to earn a participation grade which will improve your final grade. If you fail to make regular contributions to class discussions, your participation grade will pull your final grade down. In addition, your contributions to the team project will be reviewed by your teammates in both 3535 and 3504. Their feedback on your contributions to the team project will be a major factor which influences this part of your grade. Weekly Progress Reports and Journal Entries Starting in week four of the semester, each team will create a weekly progress report (template will be provided by your instructor) which documents the progress your team has made in the past week. Your instructor will create an area to post these progress reports out on the class blog. Starting in week four of the semester each student will create a weekly journal entry which highlights their individual contributions to the team project. This journal entry will document the things that you did which had a positive impact on the team project as well as those things which didn’t really seem to help your team project. For the items which didn’t help your team project, please reflect on and document what you should have done differently to have a positive impact on the team project. Your instructor will create an area to post these journal entries out on the class blog. MIS Department Portfolio Requirement The MIS department has instituted a portfolio requirement for MIS majors. We have found that our most successful students are not only engaged inside the classroom but also with the department and our Student Professional Organization, AIS. Students will be required to create a portfolio which documents their achievements in the classroom, with the department, and within AIS. For each addition to their portfolio, a student will earn some number of “points”. Students will be required to accumulate 1,000 points to meet this graduation requirement. MIS3535 will serve as a checkpoint to ensure that students are focused on this requirement and on track to earn their 1,000 points by graduation. Students who do not earn a minimum of 700 points by the end of the semester will receive an MIS3535 Syllabus Page 6 “Incomplete” for this course regardless of performance on exams or class participation! You are STRONGLY encouraged to, at a minimum, do the following to earn portfolio points: 1. Create an e-Portfolio and have it listed with the department. 2. Become an active member of AIS and participate in professional development activities. 3. Attend the IT Awards Reception (spring semester only) and the MIS Department’s Career Fair. 4. Volunteer your time for department sponsored events. 5. Discuss opportunities to earn points for projects with your MIS instructors. For more information on the portfolio requirement, please see http://community.mis.temple.edu/misportfolio/. The project that you and your class partner will manage throughout the semester will be a systems analysis and design project. It will not include the development and implementation phases of a more comprehensive project. Towards the beginning of the semester you will create a collection of preliminary project management documents which will be refined through the semester as your team executes on the analysis and design portions of the project. You may earn 50 MIS portfolio points for compiling a collection of preliminary project management documents for a proposed development and implementation project which could be used to follow your team project for this semester. To earn these points, you must complete this extra assignment as an individual; you may not work with your partner on this extra project. Your work must meet the criteria to earn 75% as described in the “Team Project” section (above) to earn portfolio points. Schedule (Keep in mind that all dates are tentative) This syllabus may be changed with prior notice based upon the pace and needs of the class and other unforeseen circumstances. Any change or other information about the class will be announced during the class or on the class blog. Reading/viewing: Unless I explicitly specify certain sections in a chapter to be excluded from readings/viewing, you will be responsible for the chapters in their entirety BEFORE the start of class. For each week/topic the relevant chapters are listed in the tables below. MIS3535 Dates Week 1 8/25*, 8/27, 8/29 Syllabus Page 7 Class Schedule Topics Course introduction (day 1) Class Discussion (day 2 & 3) Biafore Introduction Biafore Chapter 1 Biafore Chapter 2 Videos (day 2 & 3) Introduction Exploring Project Management Web Research (day 2 & 3) What percentage of IT projects are successful? What are some of the most important attributes of a successful project manager? What is the triple constraint? Who is the PMI, what is a PMP and what is PMBOK? What is an “alpha” project manager? What is a “kick-off meeting” for a project? MIS3535 Dates Week 2 9/3, 9/5, 9/8 Syllabus Page 8 Class Schedule Topics Studio (day 1) Read Biafore Chapters 3, and 4. Come to class prepared to work your way through the creation of the project plan outlined in the textbook. Class Discussion (day 2) Biafore Chapter 6 Videos (day 2) Initiating a Project Planning a Project Web Research (day 2) What is the “project scope”? What is “scope creep”? What is “change control”? What is a “deliverable”? What is “project scope management”? What is “scope verification”? Change Leadership (day 3) After reading the first chapter, The Heart of Change, come to class prepared to compare and contrast the difference in the techniques and the relative strengths/weaknesses of See-Feel-Change vs. Analysis-ThinkChange. Come to class prepared to discuss at a very high level the eight steps of successful large-scale change. MIS3535 Dates Week 3 9/10*, 9/12, 9/15* Syllabus Page 9 Class Schedule Topics Studio (day 1) Bring to class a first draft of the problem statement, project charter and WBS for your project. Class Discussion (day 2) Biafore Chapter 7 Videos (day 2) Building a Project Schedule Change Leadership (day 3) Kotter – Increase Urgency o Getting the Boss’ Approval o The Videotape of the Angry Customer o When Alligators are Nipping at Your Heels o Gloves on the Boardroom Table o The CEO Portrait Gallery MIS3535 Dates Week 4 9/17, 9/19, 9/22 Syllabus Page 10 Class Schedule Topics Studio (day 1) Bring your first draft of the risk management plan, communications plan, quality management plan and change management plan to class. Class Discussion (day 2) Biafore Chapter 5 Web Research (day 2) What is “sequencing activities”? What are “dependencies” between activities? What is “critical path analysis”? What is a “project milestone”? What is a “buffer”? What is “Murphy’s Law”? What is “Parkinson’s Law”? What is “critical chain scheduling”? Change Leadership (day 3) Kotter – Build the Guiding Team o The Blues Versus the Greens o The New and More Diverse Team o General Mollo and I were Floating in the Water o Meeting Down Under Week 5 9/24, 9/26, 9/29 Weekly progress reports begin. Weekly journal entries begin. Studio (day 1) Bring your first draft of the scope document, budget and project schedule to class. Class Discussion (day 2) Review for Exam 1 Exam 1 (day 3) MIS3535 Dates Week 6 10/1, 10/3, 10/6 Syllabus Page 11 Class Schedule Topics Video (day 1) Running a Project Class Discussion (day 1) Biafore Chapter 8 Web Research (day 1) What is the difference between “intrinsic” and “extrinsic” motivation? What is Maslow’s Hierarchy of needs? What are Herzberg’s “hygiene factors” and “motivators”? What does it mean to be an “empathic listener”? What is the “Tuckman model of team development”? What are the phases teams go through? What is a “resource histogram”? What is “overallocation”? Studio (day 2) Please come to class prepared to discuss project execution and the role you will be playing as project manager during this phase of the project. Change Leadership: (day 3) Kotter – Get the Vision Right o Painting Pictures of the Future o Cost Versus Service o The Plane Will Not Move! o The Body in the Living Room Week 7 10/8, 10/10*, 10/13 Studio (day 1) Please come to class prepared to give the class an update on the current status of your project. Change Leadership (day 2) Kotter – Communicate for Buy-In o Preparing for Q&A o My Portal o Nuking the Executive Floor o The Screen Saver Studio (day 3) Please come to class with a well-organized list of your stakeholders, an org chart of your team and a RACI chart showing roles and responsibilities. MIS3535 Dates Week 8 10/15, 10/17, 10/20 Syllabus Page 12 Class Schedule Topics Class Discussion (day 1 & 2) Biafore Chapter 9 Biafore Chapter 10 Web Research (day 1 & 2) What is “effort-driven” scheduling? What is a “cost” and how is it typically measured? What is the difference between “capital” and “expense”? Can I convert one to another? What are “tangible costs/benefits” vs. “intangible costs/benefits”? What is “procurement”? What is “outsourcing”? Why do people do it? What are the pros/cons? What is a “contract”? What is an “SLA”? What is the difference between a fixed price contract and a time and materials contract? What is a “statement of work” (SOW)? What is an RFP? What is an RFQ? Change Leadership (day 3) Kotter – Empower Action o Retooling the Boss o The Worldwide Competition o I Survived, So You Can Too o Making Movies on the Factory Floor o Harold and Lidia Week 9 10/22, 10/24, 10/27 Studio (day 1) Please come to class with a revised budget for your project. Class Discussion (day 2, 3) Biafore Chapter 11 Biafore Chapter 12 Biafore Chapter 13 Biafore Chapter 14 MIS3535 Dates Week 10 10/29, 10/31, 11/3 Syllabus Page 13 Class Schedule Topics Studio (day 1) Please analyze the critical path of your project and come to class prepared to discuss it. In addition, please be prepared to discuss any tasks that could influence the critical path if they run long or are completed earlier than expected. Come to class prepared to discuss the use of schedule compression techniques should any of the takes on your critical path run long. Please come to class prepared to discuss EVM and, using EVM techniques, give us an update that tells us where your project stands integrating scope, schedule and budget into a single set of meaningful metrics. Class Discussion (day 2) Review for Exam #2 Exam #2 (day 3) MIS3535 Dates Week 11 11/5, 11/7, 11/10 Syllabus Page 14 Class Schedule Topics Studio (day 1) Please come to class prepared to give the class an update on the current status of your project. Class Discussion (day 2) Quality and Risk Management. No assigned reading, just web research. Web Research (day 2) What is “project quality management”? What is the purpose of and who performs the following type of testing: o Unit testing o Integration testing o System testing o User acceptance testing What is “project risk management”? What are “known risks” vs. “unknown risks”? What are “contingencies”, “fallback plans”, and “contingency reserves”? Where are most of the risks associated with IT projects? What is a “risk register” and what does it contain? What is “qualitative risk assessment”? What is “quantitative risk assessment”? What are the four major risk response strategies? Change Leadership (day 3) Kotter – Create Short-Term Wins o The List on the Bulletin Boards o Creating the New Navy o The Senator Owned a Trucking Company o Hoopla Assignment: FoxNet Research Assignment – (Due day 3) MIS3535 Dates Week 12 11/12, 11/14*, 11/17 Syllabus Page 15 Class Schedule Topics Studio (day 1) Come to class with a revised risk management plan. Class Discussion (day 2) Biafore Chapter 15 Biafore Chapter 16 Web Research (day 2) Is conflict within your project a good thing or a bad thing? What are the pros/cons of the following conflict handling modes: o Confrontation o Compromise o Smoothing o Forcing o Withdrawal o Collaboration What is a “stakeholder”? What is a “stakeholder register”? What is a “stakeholder management strategy”? What is a “communications management plan” and what would you expect to find in it? What are some of the different methods of communicating the status of a project? Are some better/worse than others? Change Leadership (day 3) Kotter – Don’t Let Up o PE Ratios o The Merchant of Fear o Reducing Twenty-Five Pages to Two o The Street MIS3535 Dates Week 13 11/19, 11/21*, 12/1* Syllabus Page 16 Class Schedule Topics Studio (day 1) Come to class with revised versions of your change management and communications management plan. Class Discussion (day 2) Biafore Chapter 17 Video (day 2) Closing a Project Conclusion Change Leadership (day 3) Kotter – Make Change Stick o The Boss Went to Switzerland o The Path to the Patient o Promoting the Thirty-Something o The Home Mortgage Week 14 12/3*, 12/5, 12/8 Studio (day 1) Final project review. Class Discussion (day 2) Review for exam #3 Exam #3 and Hand In Project (day 3) * Visit from Industry Mentor and Coach FoxNet Research Assignment This assignment will be due towards the end of the semester (see course schedule for actual due date). You are required to use FoxNet to search for jobs and/or internship opportunities. If you are an MIS major you must identify 10 MIS related jobs and/or internship opportunities between now and the due date. If you are not an MIS major, please find 10 jobs and/or internship opportunities that are related to your major instead but be sure to let me know what your major is. For each opportunity you identify you must list: 1. 2. 3. 4. 5. 6. Name of the employer Title of the position Short summary description of the position (2-3 sentences) Salary if listed Location if listed Industry if listed MIS3535 Syllabus Page 17 7. Short summary list the qualifications 8. If you feel you are qualified for this position, explain how you met these requirements. If you do not feel you are qualified for this position, explain why not. If you feel that your field of study will prepare you for this opportunity before graduation, let me know that too. Partial credit for this assignment will NOT be given if the required number of opportunities is not identified. You will not be able to wait until the due date and then expect to find the required number of opportunities out on FoxNet; there are never that many out there at any point in time. Job opportunities posted to FoxNet change frequently so you will have to check FoxNet regularly (I suggest at least once per week) for job opportunities until you have completed this assignment. If you have secured an internship or a permanent position that is closely related to your major, you will not be required to complete this assignment. Please provide me with a copy of your offer letter and you will receive credit for this assignment. This must be for a job or internship that you have either worked in the last year or will be starting within the next year. Failure to complete this assignment by the due date will result in a reduction of your final grade by one full letter grade. Attendance Policy Regular class attendance is mandatory. Missing class may impact your final grade. I expect you to arrive on time to class. If you miss a class it is your responsibility to catch up. Talk to your fellow classmates, check the class blog, complete readings, etc. While every student is encouraged to visit with me during office hours to help them gain a better understanding of material which they didn’t fully understand when they were in class, office hours are NOT for helping students catch up on material they missed because they were absent. Appropriate Use of Technology in the Classroom Please turn off cell phones at the start of class. If you have an urgent, personal situation and may be receiving an important phone call during class, please let me know this at the beginning of class, sit near the door, and step out of the classroom if you need to take a call. While the use of laptop computers in the classroom is permitted for taking notes, using a laptop for any other purpose is prohibited. This distracts the students sitting around you. If I find that you are using a laptop for something other than taking notes, you will be asked to put your laptop away and you will no longer be permitted to use a laptop in the classroom. MIS3535 Syllabus Page 18 Blackboard We will not be using Blackboard for this class. Instead, we will be using the web site Community.MIS.Temple.Edu. This is a social networking site that has been set up by the MIS department. This site is essentially a fancy blogging tool. We will use it instead of Blackboard to share course document and to facilitate online discussions outside of the classroom. You will find things like the syllabus, the slides we use in class, and just about everything else out on this site. To access the blog you will need to enter your Temple AccessNet account and password. Towards the right you will see a section which lists the courses offered by the MIS department this semester. You should see a link for this course followed by my last name. Follow this link to get to the blog for our class. Please note that, like many other social networking sites, anything you post to this site is completely open; anyone in the world can read it. Please try to keep any posts on topic and professional. Academic Integrity Plagiarism and academic dishonesty can take many forms. The most obvious is copying from another student’s exam, but the following are also forms of this: Copying material directly from the Internet (or another source) without a proper citation crediting the author Turning in an assignment from a previous semester as if it were your own Having someone else complete your lab assignment and submitting it as if it were your own Signing someone else’s name to an attendance sign-in sheet Use of assignments completed in one class as any part of a project assigned in another class Sharing/copying homework assignments. Use of unauthorized notes during an examination In cases of cheating, both parties will be held equally responsible, i.e. both the student who shares the work and the student who copies the work. Of course, behavior like this will not be tolerated in this class. Penalties for such actions are given at my discretion, and can range from a failing grade for the individual assignment, to a failing grade for the entire course. Academic Honesty Temple University believes strongly in academic honesty and integrity. Plagiarism and academic cheating are, therefore, prohibited. Essential to intellectual growth is the development of independent thought and a respect for the thoughts of others. The MIS3535 Syllabus Page 19 prohibition against plagiarism and cheating is intended to foster this independence and respect. Plagiarism is the unacknowledged use of another person's labor, another person's ideas, another person's words, another person's assistance. Normally, all work done for courses - papers, examinations, homework exercises, laboratory reports, oral presentations -- is expected to be the individual effort of the student presenting the work. Any assistance must be reported to the instructor. If the work has entailed consulting other resources -journals, books, or other media -- these resources must be cited in a manner appropriate to the course. It is the instructor's responsibility to indicate the appropriate manner of citation. Everything used from other sources -- suggestions for organization of ideas, ideas themselves, or actual language -- must be cited. Failure to cite borrowed material constitutes plagiarism. Undocumented use of materials from the World Wide Web is plagiarism. Academic cheating is, generally, the thwarting or breaking of the general rules of academic work or the specific rules of the individual courses. It includes falsifying data; submitting, without the instructor's approval, work in one course which was done for another; helping others to plagiarize or cheat from one's own or another's work; or actually doing the work of another person. The penalty for academic dishonesty can vary from receiving a reprimand and a failing grade for a particular assignment, to a failing grade in the course, to suspension or expulsion from the University. The penalty varies with the nature of the offense, the individual instructor, the department, and the school or college. Students who believe that they have been unfairly accused may appeal through the School or College's academic grievance procedure. See Grievances under Student Rights in this section. Source: Temple University Undergraduate Bulletin, 2006-2007. Available online at: http://www.temple.edu/bulletin/Responsibilities_rights/responsibilities/responsibilities.sh tm#honesty Change History: 07/11/14 – Initial draft for fall 2014.