ADM4311 Y Strategic Management Summer 2022 Professor: Nour El Kadri Office: SITE 4060 + Virtual Telephone: 613-240-3181 E-Mail: nelkadri@uottawa.ca Office Hours: flexible, but please make an appointment Class Location: Virtual – MS Teams & Brightspace Tuesdays: 4:00 PM – 7:00 PM Class Hours: TBA Teaching Assistant Deliverables 2 case memos, Cases and questions are assigned in advance: submit through Brightspace in the assigned folder. (group; 25%) Intopia various simulation deliverables: see simulation schedule (group; 35%) Quiz I: June 7 (10%) Quiz II: July 15 (10%) Last class: peer evaluation form (10%); Participation (all classes) (10%) No final Exam Exam Textbook Grant, Robert, Contemporary Strategy Analysis, 10th Edition, Wiley, 2018- Program of study BCom mandatory course 1. COURSE DESCRIPTION This course is the capstone course of the BCom curriculum. It focuses on the tasks of top and middle managers as they generate and implement the strategies that set the general direction of an organization and thus critically affect its success. The course consists of two essential parts – knowing and doing. The “knowing” part of the course involves learning about strategic management and the organization of business enterprises: the readings, lectures, and case discussions should develop your understanding of the associated strategic management concepts. The “doing” part of the course involves the analysis of cases, class-based interaction, and in particular your participation in a business simulation, called Intopia, which is described in more detail below. This online course contains both asynchronous and synchronous activities. Asynchronous activities will include reviewing pre-recorded lectures and other material assigned in advance for each class and for the business simulation. These activities can be completed at any time once the material has been made available online. Synchronous activities will be completed during the scheduled online class sessions using MS Teams (“MST”), and will focus on discussion of the assigned case and Q&A-based review of the pre-recorded lecture and other assigned material. The course requires you to have a laptop or desktop computer with a reliable, high-speed Internet connection, a webcam, and audio/voice capabilities. Class sessions will be recorded, and your image, voice, and name may be disclosed to classmates. Note that by remaining in sessions that are being recorded you are agreeing to the recording. 2. COURSE LEARNING OBJECTIVES To advance your knowledge of the formulation and implementation of business and corporate strategies. To advance your knowledge of how general managers create competitive advantage. To extend your familiarity with how large, complex organizations function. To give you the experience of working as a team of top managers running a simulated company and resolving management problems in real time. Strategic management is the principal responsibility of senior managers. You are unlikely to become a senior manager in the near future, but this course can be useful in ways beyond formation for a senior management role. As a job seeker, your knowledge of strategy-making processes and particular companies’ strategies may impress recruiters and help you decide among job opportunities with different companies. As a lower- or middle-level employee, you can use knowledge of strategy-making to understand how you can add value to your company. Moreover, this kind of knowledge may help you position yourself in a corporation or part of a 2 corporation that will be more successful, leading to promotions and higher pay. And as an investor, knowledge of strategy-making processes and positioning, and particular companies’ strategies, should enable you to evaluate better the prospects of different stocks and business opportunities. 2.1 Contribution to the B.Com learning goals (Undergraduate goals, “UG”) As a course that focuses on total-organization performance, ADM 4311 emphasizes the integration of discipline-based knowledge (UG1); the core pedagogical method of the case study emphasizes the active demonstration of critical thinking and the business simulation emphasizes the sustained exercise of dynamic decision making (UG2); teams and class-based discussion are both important vehicles for the cultivation of leadership, interpersonal skills, and communication skills (UG3); and the business simulation cultivates an attitude of fair-dealing with BCom peers and the peer evaluation tool explicitly surveys for this (UG4). 3. PERFORMANCE EVALUATION The grading scheme is designed to assess your knowledge and understanding of theory and practice, and your ability to use theory to solve practical problems in organizations. A secondary purpose of the grading scheme is to provide you with the opportunity to work with each other, and to improve oral and written communication skills. The breakdown of marks is as follows: Group case memos (2x12.5%) Intopia simulation Quizzes Participation Group-peer evaluation Total: 25% 35% 20% 10% 10% (for work on the 2 case memos + Intopia) ____ 100% Groups Groups will be assigned early in the course by the professor on Brightspace. Once you meet as a group you should decide on a group liaison, and determine his or her contact information. The group liaison is responsible for submitting all group work, and processing all queries on it. You are responsible for your own group management and the group must work hard at resolving any group-work problems. Individual group member delays or other problems are not a valid excuse for the entire group’s late submission, poor functioning etc. I expect early notice of any serious problems in group functioning, and only after you yourselves have made strenuous efforts to resolve these. There should be some hard evidence (e.g. several emails) that show that it was made clear to a problematic member that his contribution/level of contribution was a problem, and inviting him/her to mend his ways. I need to ensure fairness to 3 all, and that abuse of interdependence and not reasonable misunderstanding is at the root of the problem. Group case memos: (2 x 12.5%) Memos will address the questions (posted on BrightSpace) for the particular case. Each group will submit on both cases. Your memo is to be delivered on Brightspace. Specifics on the sessions will be communicated in class. Each memo should be no more than five pages in length, double-spaced, 1-inch margins, and in Times New Roman 12-point font. You may, if you wish, use a 6th page for any graphs, figures etc. only. You may use smaller than 12pt font on this 6th page, and may include more than one graph or figure, as long as the associated text is easily legible. Refer to the case-memo guidelines on BrightSpace BEFORE COMPOSING AND SUBMITTING YOUR WORK. Format and time constraints are strict: marks will be lost for failure to adhere to them. Composition guidelines for case memos Do not repeat the wording of the question(s) in your memos Brief opening and closing paragraphs to communicate the substance Draw heavily on case for data (and no other sources) Apply relevant course concepts Quantitative analysis (where possible) to support points Reference data points (case page or exhibit #) Avoid summarizing case material; avoid direct quotation Try to use all of the space available to you Time, page limit, and format constraints are strict (see course outline) Clearly identify the purpose of any graph or table; label all axes, columns etc. In your text, walk your reader through any graph or table you compose No value in including on page 6 of your memo a copy of an exhibit from the case (simply reference it) A statement of academic integrity (available on the course web page) signed by all group members must be submitted for each memo (upload as an attachment to the memo or submit as hard copy on the day of class). Memos without a signed statement will not be returned or count 4 towards your grade. Graded memos may be returned even though the statement has not been signed by all members: if securing the signatures of one or more members is proving unduly difficult the group liaison should include a brief note to this effect on the statement that is submitted. However, any member of the group who fails to sign the memo thereby indicates a failure to contribute to the memo and risks not sharing in the marks for the memo. Peer evaluation of group participation (10% x group’s average grade) All students in a team must contribute equally to the two case memos and to the simulation. Peer evaluations will be required of all group members: you will each fill out a form evaluating each other’s individual contributions to the group. This form is available on BrightSpace and it is to be submitted in the final class by each team member. Quizzes (10%+10%) There will be two 30-min Quizzes administered in class. These will be timed quizzes and done online using Brightspace. You will be tested on material covered in the previous lectures. The quizzes will be objective, Multiple Choice and True/False questions. Course Attendance and Participation (10%) All students are expected to participate actively in class discussion. This includes evidence of thorough prior preparation of course materials, engaging in exercises, etc. Attendance at all sessions is required except in previously arranged cases/emergencies. As indicated in the academic regulations of the Telfer School of Management, attendance at courses of instruction is mandatory. Students who are absent for more than 9 hours of class time will receive an attendance mark of 0. Participation – defined as oral contributions shared with the entire class - will be self-evaluated via BrightSpace. You will have until 5:00 PM on the Friday after class to log your participation for each session (there will be no participation assessment on the first class). It can be easy to forget to do this self-evaluation, so it is in your own interest to try to do this within a couple of hours after class while the session experience is still fresh. It is also recommended to use the chat if you are not selected to answer a question. I will be referring to the chat for your contributions too as additional contribution, but the verbal contribution is highly important I will consider your best 4 classes towards contribution provided they are dispersed across the course (two up to class 5 and two after class 5) The participation log is made up of three questions. The first question asks you to rate your contribution. The second question asks you to summarize (in a few sentences) the main contributions you made and how these mattered to the class discussion including whether and how they were corrected or developed by other students or by me. The third question asks you to rate your preparation for class. I will monitor your self-assessments and I reserve the right to change an assessment which I feel is inaccurate; queries of participation marks must be made within one week of the class to which the participation applied. 5 Guidelines for rating your contributions in class are included in the weekly on-line assessment. You will have several ways to assure that your voice is heard: x Selected groups will be called upon to individually discuss specific case questions in class x Each individual shall read the assigned materials ahead of time and answer questions that are posed by the professor. x The professor reserves the right to call upon some names randomly to confirm the attendance. Any missed class without a legitimate reason will result in the loss of attendance and participation marks for that day. Intopia - Group business simulation (35%) All students taking ADM4311 will participate in a business simulation. This simulation, called Intopia, requires teams to make decisions and manage a firm from start-up through several different operational phases. The business decisions required vary from general management to functional decisions (e.g., formulating strategy, negotiation, team-management expertise, developing decision review processes, production, marketing, finance, and accounting decisions). To begin, teams select to be a component supplier/product manufacturer/wholesaler/financial company in one of several geographic markets (e.g., North America, China, and Europe). Teams must then manage their operations effectively to enable them to meet growth and profit objectives. All the necessary details of how the game operates, the rules of the game, and other instructions will be available at www.intopsim.com. Group presentation on your Intopia experience (Optional): Each group must select a course concept or topic and write a one-pager on what they experienced in relation to the Intopia simulation. Note this is different from the Intopia 1-pager. You have the option to present that in your final class and that would contribute towards your class participation. It is recommended that a maximum of 3 people present in class, but all group members can contribute to the discussion/Questions/Answers. Required format and presentation topics will be discussed in Class 8. There will be a penalty of 1 point if you do not submit this 1-pager. – Upload to BrightSpace Intopia Simulation exercise, by July 22nd 6 Intopia Business Simulation: Schedule of Events Preparation Phase Deadlines Individual Registration Formation and registration of teams Self-assisted learning – viewing of video library Monday, May 16 at 10:00 pm Wednesday, May 18 at 10:00 pm Structured Trial 1 Structured Trial 2 Structured Trial 3 Structured Trial 4 Structured Trial 5 Quiz #1 (Individual) Resubmission Deadline Results (to correct errors) From May 9 accessible only with individual registration at www.intopsim.com Wednesday, May 25 at 10:00 pm Friday, May 27 at 10:00 pm Monday, May 30 at 10:00 pm Wednesday, June 1 at 10:00 pm Friday, June 3 at 10:00 pm Online – before Sunday June 5 at 11:59 pm. Next day at 10:00 pm Next day at 10:00 pm Next day at 10:00 pm Next day at 10:00 pm Next day at 10:00 pm Next day by 8:00 am Next day by 8:00 am Next day by 8:00 am Next day by 8:00 am Next day by 8:00 am Market Testing Phase Deadlines Results Period 1 Period 2 Wednesday, June 8 at 10:00 pm Friday, June 10 at 10.00 pm Next day by 8:00 am Next day by 8:00 am Period 3 Monday, June 13 at 10:00 pm Next day by 8:00 am Period 4 Wednesday, June 15 at 10:00 pm Next day by 8:00 am PAUSE Period 5 Monday, June 20 at 10:00 pm Next day by 8:00 am Period 6 Wednesday, June 22 at 10:00 pm Next day by 8:00 am Period 7 Friday, June 24 at 10:00 pm Next day by 8:00 am Quiz #2 (Individual) Online – each student to complete individually before Sunday June 26 at 11:59 pm. 7 The Real Game Deadlines Results Projections submission and business (X, Y etc.) declaration Leaders’ Meeting via Zoom Decision 1 Decision 2 Decision 3 Decision 4 Decision 5 Decision 6 Decision 7 Decision 8 Decision 9 Debriefing, social, and awards Thursday, June 30 at 10:00 pm Sunday, July 3 Monday, July 4 10;00 pm Tuesday, July 5 at 10:00 pm Thursday, July 7 at 10:00 pm Friday, July 8 at 4:00 pm Friday, July 8 at 8:00 pm Saturday, July 9 at 10:00 am Saturday, July 9 at 2:00 pm Saturday, July 9 at 6:00 pm Sunday, July 10 at 9:00 am Sunday, July 10 at 12:15 pm TBA 30 minutes after decision 30 minutes after decision 30 minutes after decision 30 minutes after decision 30 minutes after decision 30 minutes after decision 30 minutes after decision 30 minutes after decision Each student must register individually at www.intopsim.com to gain access to the resource materials (manual, instruction videos, etc.). To register, use the licence key provided with the e-mail confirmation of payment; to complete the access process you will also need to create a password. Team membership must be listed by the team leaders at www.intopsim.com: team membership will be typically the same as for all other adm4311 coursework. The structured trial decisions will be a series of decisions that each team will make. These decisions are aimed at demonstrating the way in which decisions are entered on-line and the impact that these decisions have on team output. A list of the decisions to be made per trial period will be available on the website. Decisions will be submitted and returned on the website. There will be no direct carry-over of performance from the structured trials to the market test. For the market test teams are free to make whatever decisions they wish. But teams will be strongly encouraged to devise a basic strategy and to improve their understanding of how to implement this in terms of the decisions they make. Teams will have more capital than in the “real” game and will be encouraged to do business with each other during this run. There will be no direct carry-over of performance from the market test to the “real” game. For the projections assignment, teams will be required to upload a set of 5-year projections based on their intended business for the “real” game. Initial capital will be influenced by these projections. The leaders’ meeting is a face-to-face Q&A with Tim Jones (the game administrator); only the leader (or delegate) from each team actively attends. 8 4. COURSE MATERIALS (all are required): Contemporary Strategy Analysis, 10th Edition Robert M. Grant ISBN: 978-1-119-49567-3 November 2018 E-Book is available for Rental for the duration of the course. https://www.vitalsource.com/en-ca/products/contemporary-strategy-analysis-enhanced-etextrobert-m-grant-v9781119495673 Powerpoint overheads: posted in advance of class. Links Readings posted in advance of class. Cases to be analyzed, will be posted as per schedule. Intopia simulation materials: www.intopsim.com (see note above) 9 Deadline for group case-memo submissions: End of day as per schedule (two required) Session Topic Case study Other preparation (see note below) Module I: Introduction to Strategy Week 1.May 10 Topic Course overview; Syllabus The Concept of Strategy 2.May 17 Goals Values Performance and Reading Contemporary Strategy Analysis, Ch. 1 Author/Deliverables Grant, Robert Contemporary Strategy Analysis, Ch. 2 What is Strategy? Harvard Business Review, NovemberDecember 1996 Grant, Robert Michael Porter, Deadline: Individual Intopia Registration- May 16th, 10:00 PM. Team Registration by Team Leaders – May 18th , 10:00 PM Module II: External fit: how the industry affects business success 3. May 24 4. May 31 Industry Analysis: The Contemporary Strategy Grant, Robert Fundamentals Intopia structured Analysis, Ch. 3. Case I Assigned: General The Balanced begin May 25 Electric ScoreCard Extending the 5 Forces Model and Competitive Intelligence trials Contemporary Strategy Grant, Robert Analysis, Ch. 4 Reading Discussions Growth as a Process, The HBR Interview, Jeffrey R. Immelt, Harvard Business Review, June 2006 Module III: Internal fit: how the organization affects business success 5. June 7 Analyzing Resources and Capabilities Contemporary Strategy Analysis, Ch. 5 Case II Assigned: Shell 10 Grant, Robert Case I Memo due, to be submitted by 11:59 PM on Brightspace. Quiz 1- On Brightspace – In class, Covers classes 1 to 4 Intopia Quiz I: Online – before Sunday June 5 at 11:59 pm. 6. June 14 The Fundamentals of Strategy Implementation 7. June 21 The Balanced ScoreCard – Using the Balanced Scorecard as a Strategic Strategy Maps Management System Leadership in Uncertain Strategy in a Weak Gartner Times Recovery Business Strategy in Case II Memo due, to be submitted by 11:59 COVID-19 Recovery PM on Brightspace. 8. June 28 Contemporary Strategy Analysis, Ch. 6 Grant Robert Intopia market tests begin June 8 Robert S. Kaplan and David P. Norton Intopia Quiz II : Online – each student to complete individually before Sunday June 26 at 11:59 pm. Projections Submission and strategy Declaration June 30th , by 10 PM. 9. July 5 Class Forgiven (Intopia Simulation) Class Forgiven (Intopia Simulation) Module III: “Intopia” business simulation July 4 Intensive simulation weekend July 10 Leader’s meeting via zoom on July 4th at 10:00 PM. Decision 1 on July 5th, 10:00 PM 11. 12 July The Role of the General Manager 12. July Intopia debrief The Role of the Chief Executive Officer in Articulating the Vision Ray Sata Quiz 2 On Brightspace during class time. Covers classes 5 to 8. Peer evaluation forms 11 29 One-pager submission about concept and experience. due. (Optional)10-minute Presentation in class about your strategy and experience *Note on class topics: the readings will be lectured on in class on the week for which they have been assigned but they have been sequenced to precede the case analysis to which they most closely relate. We will adjust some lecture schedules based on a guest speaker appearance. 12 COURSE POLICIES Prevention of Sexual Violence The University of Ottawa is committed to a safe and healthy campus for work, for study and for campus community life for all members of the University community. The University, as well as various employee and student groups, offer a variety of services and resources to ensure that all uOttawa community members have access to confidential support and information, and to procedures for reporting an incident or filing a complaint. For more information, please visit uOttawa Sexual violence: support and prevention. Class Attendance Class attendance is expected and is necessary to successfully complete this course. Students are expected to write (or submit) all course deliverables as scheduled according to this Course Outline. Medical absences (with the appropriate medical certificate) are the only acceptable reasons for failure to hand-in or complete a requirement of this course at the specified time. THERE WILL BE NO EXCEPTIONS. For a missed deliverable, medical certificates must be submitted along with a deferred exam application and a medical certificate form to the Student Services Centre of the Telfer School of Management. For other missed deliverables, the original medical certificates can be submitted directly to the Professor. Language & Writing You will be judged on your writing abilities on all written deliverables. It is recommended to take the appropriate measures to avoid mistakes such as spelling, syntax, punctuation, inappropriate use of terms, etc. Professors show a marked bias for a movement from theory/definition (textbook, supplementary readings, class discussion) to your own words to a concrete example. In other words, make a clear reference to an accepted theoretical foundation, then explain it in your own words and then provide a concrete example to support your idea (from a case study, from a class discussion, from a real life situation that you have observed, from history,…). In the event of poor language quality, you may be penalized up to 15% to the professor’s discretion. Please see the “ Writing Resources”. 13 Absences from exams University regulations require all absences from exams/quizzes and all late submissions due to illness to be supported by a medical certificate. Absence for any other serious reason must be justified in writing, to the Telfer School, within five business days following the date of the exam or date for submission of an assignment. The Telfer School reserves the right to accept or refuse the reason. Religious absences: If a religious holiday or a religious event will force you to be absent during an evaluation, it is your responsibility to inform your professor as early as possible. Intellectual property All forms (printed, digital, etc.) of course materials prepared by the instructor (including emailed or Brightspace content) are protected by copyright. This covers all files, assessments, solutions, cases, and other materials. Copying, scanning, photographing, posting, or sharing by any means is a violation of copyright and will be subject to appropriate penalty as prescribed by University of Ottawa regulation. ACADEMIC INTEGRITY Academic Regulation 14 defines academic fraud as “any act by a student that may result in a distorted academic evaluation for that student or another student. Academic fraud includes but is not limited to activities such as: a) Plagiarism or cheating in any way; b) Submitting work not partially or fully the student’s own, excluding properly cited quotations and references. Such work includes assignments, essays, tests, exams, research reports and theses, regardless of whether the work is written, oral or another form; c) Presenting research data that are forged, falsified or fabricated; d) Attributing a statement of fact or reference to a fabricated source; e) Submitting the same work or a large part of the same piece of work in more than one course, or a thesis or any other piece of work submitted elsewhere without the prior approval of the appropriate professors or academic units; f) Falsifying or misrepresenting an academic evaluation, using a forged or altered supporting document or facilitating the use of such a document; g) Taking any action aimed at falsifying an academic evaluation.”1 The Telfer School of Management does not tolerate academic fraud. Please familiarize yourself with this guidance. 14 STUDENT SUPPORT SERVICES ACADEMIC ACCOMMODATIONS for students who need adaptive measures Students who have a disability or functional limitation and who need adaptive measures (changes to the physical setting, arrangements for exams, learning strategies, etc.) to progress or participate fully in university life should contact Academic Accommodations Service as early as possible: • By visiting our office on the third floor of the Desmarais Building, Room 3172 • By filling out the online registration form • By calling us phone at 613-562-5976 The University is committed to providing students with disabilities academic accommodation to allow them an equitable opportunity to fully access and participate in the learning environment with dignity, autonomy and without impediment while preserving academic freedom, academic integrity, and academic standards. The Academic Accommodations service works collaboratively with our university community and stakeholders to facilitate the academic accommodation process. To consult the policy, visit the Academic Regulation I-16 - Academic Accommodations. The academic accommodation process is a collaborative process and a shared responsibility among all parties involved. Our role in the academic accommodation process is to assess, establish, and implement appropriate academic accommodations for students who have a temporary or permanent disability. Students who need academic accommodations are encouraged to contact us as soon as possible. Writing Resources When working on any of your written assignments, please keep in mind that all written submissions are expected to be grammatically sound (see Writing Quality expectations under Appendix 3: U Ottawa Course Policies) and make appropriate use of research where applicable on how to avoid Academic Fraud. Regarding writing quality, see the information on University of Ottawa Writing/Learning resources below for further assistance: The Academic Writing Help Centre, University of Ottawa. The Elements of Style (Strunk & White). Also available at the library. APA style. (Also see the Quick APA guide posted on our Brightspace page) 15 Other U Ottawa Services that you might find useful Career Services: o Telfer Career Centre o U Ottawa Career Services Counselling Service 16 Personal Ethics Statement Concerning Telfer School Assignments Group Assignment: By signing this Statement, I am attesting to the fact that I have reviewed not only my own work, but the work of my colleagues, in its entirety. I attest to the fact that my own work in this project meets all of the rules of quotation and referencing in use at the Telfer School of Management at the University of Ottawa, as well as adheres to the fraud policies as outlined in the Academic Regulations in the University’s Undergraduate Studies Calendar. Academic Fraud Webpage To the best of my knowledge, I also believe that each of my group colleagues has also met the rules of quotation and referencing aforementioned in this Statement. I understand that if my group assignment is submitted without a signed copy of this Personal Ethics Statement from each group member, it will be interpreted by the Telfer School that the missing student(s) signature is confirmation of non-participation of the aforementioned student(s) in the required work. ______________________________ Signature ______________________________ Last Name (print), First Name (print) ______________________________ Signature ______________________________ Last Name (print), First Name (print) ______________________________ Signature ______________________________ Last Name (print), First Name (print) ______________________________ Signature ______________________________ Last Name (print), First Name (print) ______________________________ Signature ______________________________ Last Name (print), First Name (print) __________________________ Date __________________________ Student Number __________________________ Date __________________________ Student Number __________________________ Date __________________________ Student Number __________________________ Date __________________________ Student Number __________________________ Date __________________________ Student Number 17