Leadership and Innovation MGMT-757-1 FALL 2005 WH 114 INSTRUCTOR: OFFICE: OFFICE PHONE: OFFICE HOURS: E-MAIL: FAX: Dr. Meir Russ WH 460 G 465-2757 T, R 9:30-10:45 AM; 2:00-3:15 PM Or by appointment russm 465-2660 Course Goals: To expose the students to the vocabulary and concepts that are essential to leadership, innovation in today’s organization, and show how these concepts can be applied to different organizational environments and situations. To help the student in developing skills for critical thinking. To provide the student with tools in creativity and innovation management. REQUIRED TEXTS: Innovation by design : what it takes to keep your company on the cutting edge Gerard H. (Gus) Gaynor. AMACOM, 2002, ISBN 0-8144-0696-3 Leading for Innovation, Frances Hesselbein, Marshal Goldsmith and Iain Somerville (Eds.); Jossey-Bass, 2002, ISBN 0-7879-5359-8 [HGS]. The books listed above are required reading for the class. Each learning module might include additional suggested readings pertinent to the individual learning module. The instructor will provide the students with the relevant materials. IT IS EXPECTED THAT EACH STUDENT WILL HAVE DIRECT ACCESS AND WILL REGULARLY READ ONE (AT LEAST) OF THE FOLLOWING PUBLICATIONS: THE WALL STREET JOURNAL, THE FINANCIAL TIMES, THE ECONOMIST, BUSINESS WEEK, FORTUNE OR FORBES. Course Grading A -- 93-100% A/B -- 88-92.9 B -- 83-87.9 B/C -- 78-82.9 C -- 70-77.9 D -- 60-69.9 F -- below 60% 1 Some of the assigned readings may not be specifically discussed in class. However, students are responsible for all the assigned readings and lecture material for assignment and/or examination purposes. It is expected that students will be adequately prepared for all classes and that they will participate in them when appropriate. Late Policy: Assignments are expected on time, the day of class at the beginning of class. Early submission is always an option. Late submission will be penalized by a deduction of 5% of the grade per day (meaning, if you submit your assignment 6 days late, the highest grade you can get is 70%). Course Details: Course materials: The texts, of course, provide the majority of the material you will study. Occasionally I may provide you with handouts, articles, cases or other materials. These are to be read and studied just as you would a textbook chapter. I will also present material in class that supplements and elaborates the concepts presented in the text. Setting expectations: My intention is to spend minimal time on covering the topics, concepts and issues discussed by the textbooks. I intend to spend most of the time answering questions, discussing concepts and topics NOT mentioned in the textbooks, disagreeing with the textbooks, facilitating class and small group activities and discussing current events as related to the topic of the day. I see constructive disagreement as a valuable method for developing the skill of critical thinking. As such, I may disagree with the text or with your opinion. This course utilizes a wide variety of instructional methods consistent with principles of adult learning. These include: reading and written assignments, class discussion, practical exercises, case studies, business simulations, team projects and presentations, video tapes, guest speakers, and other media where appropriate. The instructor acts primarily as facilitator. I expect you to: 1. Read the relevant material prior to class. 2. Actively ask questions and answer questions (you might be asked non-voluntarily to answer questions). 3. To express your personal views, as long as they are substantiated. 4. Be open to challenge. 5. To submit only your individual original work. 6. Attend all classes. Forced absences must be communicated to the course instructor prior to the class to be missed. Students are responsible for any material covered in class during their absence. You cannot miss more than three classes to receive a passing grade in this class. Disability Statement. The university wants to ensure students with disabilities have equal access to education. If you have a documented disability and require an academic accommodation please contact me and the Disability Services Office (465-2841) as soon as possible. 2 Guidelines for written academic work It is expected that your written assignments will be completed in a professional manner. Your written papers should have perfect grammar, spelling and punctuation. They should communicate ideas clearly, concisely and completely within the context of the subject matter. Your papers should follow the guidelines of the most recent version of the Publication Manual of the American Psychological Association. They must be typed and word processed. Hand written papers will NOT be accepted. Every paper should have a cover page that will include the class ID, the assignment, the names of the authors, the date, and the signed Authenticity Declaration (see below). Authenticity Declaration I hereby declare that (the title of your paper in bold) is my own work. This paper has not been submitted previously for any other class, degree or examination in this, or in any other university. I also declare that all the sources I have used or quoted have been indicated and acknowledged properly as complete references. Your name Signature:________________ COMPLETION REQUIREMENTS: Date:________________ To successfully complete this course you must: 1. 10% Class participation. 1.1 Complete reading assignments, in-class tasks, and contribute to class discussions and exercises. 2. 10% Individual, in class exercise conducted by you. 2.1 Creativity 3. 30% Participate as a project team member (size of three or less) in the group assignment: Developing and presenting an Innovation Plan for an organization. 3.1 Prospectus for the Final Group Project (FGP); (3%). 3.2 Final Group Project; (27%). [ (3.2.a) - Presentation-14%; (3.2.b) - Written report-13%] 4. 20% Individual Company Innovation Audit (CIA) as appropriate for a company of your choice. 4.1 Prospectus for the CIA; (3%). 4.2 Final CIA Project; (17%). 5. 30% Individual written research paper on an innovation issue of interest to you. 3 UW-GB Leadership and Innovation MGMT-757-1 TEAM EVALUATION FORM Instruction: Grade member on each attribute. Use letters (A-D,F). Definitions: Attitude - Cooperativeness, ability to work with others, receptiveness to criticism or suggestion. Contribution - Creative ability, judgment, initiative/ leadership, knowledge. Dependability - Promptness, attendance, preparation, doing agreed share of work. TEAM EVALUATION Team______________________ List Team Names (NOT yours) Name (Yours) ______________________ Attitude Contribution Dependability 1.__________________ ___ ___ ___ 2.__________________ ___ ___ ___ Leadership and Innovation MGMT-757-1 Assignment 2 Creativity Session Each student will be responsible to lead one creativity session (for no longer than 90 minutes). The session should cover both the description of the method, as well as life experience using this method to solve an appropriate issue. You are also expected to provide the class with the appropriate reading sources at least one week prior to the session. Your grade will be based on your presentation. Your presentation should cover at least: 1. 2. 3. 4. A description of the creativity method. Presentation of an issue to be resolved. Managing the session, utilizing the method and arriving at an outcome. Conclusions and implications, lessons learned. On Week 2 I will submit a list of a number of alternative creativity methods. You are also welcome to bring your own proposal of a method to class. Presentations can start as early as week 4 and on. Specific grading criteria will be provided later. Schedule of the sessions will be arranged in class. 4 Leadership and Innovation MGMT-757-1 Assignment 3 INNOVATION PLAN Purpose: To demonstrate your ability to apply systematic and creative thinking to the preparation of an innovation plan. Requirement: This assignment applies to the discipline of business analysis for the development of a business strategy and plan. In this assignment, you will analyze an innovation opportunity that MUST include a creativity aspect. Grade: Your grade for this project will be based on your written reports and your presentation. You will be graded on each of the following parts: Part: EXECUTIVE SUMMARY CURRENT SITUATION MACRO ENVIRONMENT SITUATION MARKET SITUATION PRODUCT SITUATION COMPETITIVE SITUATION DISTRIBUTION SITUATION INNOVATION MISSION/INTERNAL OBJECTIVES MISSION STATEMENT BROAD GOALS INNOVATION STRATEGY SPECIFIC GOALS STRATEGIC ROLES SCREENING CRITERIA KEY SUCCESS FACTORS KEY SUCCESS INDICATORS TECHNOLOGY & MARKETING ANALYSIS STRENGTHS/WEAKNESSES OPPORTUNITIES/THREATS ISSUES STAGED INNOVATION PROCESS (see chapter 7, KMS - will be provided by the instructor) RESOURCE REQUIRMENTS LEADERS AND TEAM MEMBERS NEEDED REWARD SYSTEM SET OF “NEW” NORMS AND VALUES FINANCIAL PROJECTIONS PROJECTED PROFIT AND LOSS STATEMENT ACTION PROGRAMS ACTION PLAN COMMUNICATION PLAN APPENDIX 5 This final assignment is 270 points, weighted as 27% of your total grade in the course. Your written report is 130 points and your presentation is 140 points. For the written report the points will be awarded based on the following scale: 0 - Responded to none of information requested. 1 - Responded to little of information requested. 2 - Responded to some of information requested. 3 - Responded to most of information requested. 4 - Section is a complete response to information requested. It is logical, clear, substantive, connected to other sections (for the final report) and demonstrates understanding of Leadership and Innovation concepts and principles. The Prospectus assignment is 100 points, weighted as 3% of your total grade in the course. Due Dates: Week 3 Hand In: Prospectus for the Final Group Project (FGP) Week 16 Hand In: Final Group Project GROUP BUSINESS PLAN COMPANY INNOVATION AUDIT Assignments 3.1 & 4.1 PROSPECTUS Specifications: 1. 2. 3. Approximately two, single-spaced, typewritten pages. Contain written approval from the "project owner" (if applicable). Covers as a minimum: a. Case title, identification of the local organization and "project owner". b. Brief description of the issue, including the innovation aspect. c. Information collection approach d. Plan for case completion, including individual responsibilities. e. "Project owner's" and team's phone and fax numbers. Grading: Timeliness and organization Appearance, presentation and grammar Completeness and effectiveness of expression Due Date: Week 3 Hand In: Prospectus for the Final Group Project Week 2 Hand In: Prospectus for the Individual Audit Project 6 20% 20% 60% Innovation and Leadership MGMT-757-1 Assignment 4 Innovation Company Audit Purpose: To demonstrate your ability to apply analytic thinking to the evaluation of an organization's innovation status for a company of your choice. Requirement: Choose an organization that will allow access to the information required to complete this assignment. The organization may be your employer or a public company. The organization may be for-profit or not-for-profit. The only requirement is that you will be able to receive the information you will need. You should interview as many people (or find references) as are necessary to complete this assignment. Grade: Your grade for this project will be based on your written reports. Specifications: 1. 2. Scale: Your Audit can be based on Gaynor’s framework (see your text book on pages 243-270), or any other framework that you find as relevant for your project. Be sure to provide the reader with the needed background information (introduction) and with conclusions and implications, including lessons learned This assignment is 170 points, weighted as 17% of your total grade in the course. The points for parts 1-6 will be awarded based on the following scale: 0 - Responded to none of information requested. 1 - Responded to little of information requested. 2 - Responded to some of information requested. 3 - Responded to most of information requested. 4 - Section is a complete response to information requested. It is logical, clear, substantive, connected to other sections and demonstrates understanding of leadership and innovation concepts and principles. The Prospectus assignment is 100 points, weighted as 3% of your total grade in the course. Due Dates: Week 2 Hand In: Prospectus Week 10 Hand In: Final 7 Leadership and Innovation MGMT-757-1 Assignment 5 INDIVIDUAL RESEARCH PAPER Purpose: To demonstrate your ability to apply analytic and synthesize thinking to the evaluation of an innovation and leadership business issue. An important aspect of the paper is to utilize diverse perspectives to enrich your analytic thinking. Requirement: Choose a business issue that is of interest to you, and is significant to you or your organization. The only requirement is that the issue will be relevant to the topics discussed in this class. The research should include (at least): 1. Executive summary 2. Problem statements and objectives 3. Literature review 4. Conclusions and Implications 5. Additions may be authorized to better accommodate the needs of the individual projects. This paper must include at least ten references. Grade: Your grade for this project will be based on your written reports. You will be graded on each of the following parts: Part: 1) Executive summary 2) Problem statements and objectives 3) Literature review 4) Conclusions and Implications Scale: This assignment is 100 points, weighted as 27% of your total grade in the course. Your analysis will be evaluated for each of the sections. Each part will have equal weight excluding part 3 that will weigh twice the number of points. The points for parts 1-4 will be awarded based on the following scale: 0 - Responded to none of information requested. 1 - Responded to little of information requested. 2 - Responded to some of information requested. 3 - Responded to most of information requested. 4 - Section is a complete response to information requested. It is logical, clear, substantive, connected to other sections and demonstrates understanding of leadership and innovation concepts and principles. The Prospectus assignment is 100 points, weighted as 3% of your total grade in the course. Due Dates: Week 4 Hand In: Prospectus for the Research Paper Week 12 Hand In: Final Research Paper 8 INDIVIDUAL RESEARCH PAPER Leadership and Innovation MGMT-757-1 Assignment 5.1 PROSPECTUS Specifications: 1. No more than two, single-spaced, typewritten pages. 2. Covers as a minimum: a. Case title, identification of the business issue, and "project owner" (if applicable). b. Brief description of the company (if applicable). c. Information collection approach, including at least five sources (reference). d. Plan for project completion. e. "Project owner's" (if applicable) phone and fax numbers. Grading: Timeliness and organization Appearance, presentation and grammar Completeness and effectiveness of expression 20% 20% 60% This assignment is 100 points, weighted as 3% of your total grade in the course. Due Date: Week 4 Hand In: Prospectus for the Research Paper 9 Leadership and Innovation MGMT-757-1 WH 114 (Th) 5-8:00 PM Class Calendar Class Dates Topic Reading Hand In Week 1 2 September 8 September 15 Reading 1 HGS Intro+ Ch. 1-2 Innovation Audit 4.1 September 22 Leadership Theory 1 Leadership Theory 2 Leading the people 1 Leading the people 2 3 HGS Ch. 3-5 Innovation plan 3.1 4 September 29 Creating the environment 1 HGS Ch. 6-8 Research paper 5.1 5 October 6 Creating the environment 2 HGS Ch. 9-10 6 October 13 Project Research 7 October 20 The Genesis of Innovation Gaynor Ch. 1-3 Case 1 8 October 27 Innovation process and Innovation Culture Gaynor Ch. 4-7 Case 2 9 November 3 Innovation Infrastructure 10 November 10 11 November 17 Resistance, Audit and Implementation Changing how you think about leadership and innovation 1 Gaynor Ch. 8-10 Case 3 Gaynor, Ch. 11-13 12 November 24 13 December 1 14 15 16 HGS Ch. 11-13 Case 4 Innovation Audit Final 4.2 NO CLASS NO CLASS NO CLASS HGS Ch. 14-16 December 8 Changing how you think about leadership and innovation 2 The practice of innovation 1 December 15 The practice of innovation 2 HGS Ch. 20-23 HGS Ch. 17-19 Case 5 Research paper Final 5.2 December 22 “Final exam” Group presentation and 7-9 pm final paper (3.2) The course will adhere to the following schedule of topics and activities. Reading and supplemental assignments should be completed prior to the class session for which they are assigned. In addition to the following assignments, other assignments may be made from time to time. Gaynor refers to the: Innovation by design : what it takes to keep your company on the cutting edge, required textbook. HGS refers to the: Leading for Innovation, required textbook. 10