2011 Course Syllabus Introduction The Global Business Project (GBP) is a graduate-level course, designed and developed by a consortium of Centers for International Business Education and Research (CIBERs), led by the CIBER at UNC-Chapel Hill. The are two primary goals of the course: 1) that MBAs (and graduate students in related disciplines) increase their global business and language/cultural competency through guided hands-on business experience in global markets and 2) that the companies assisted by the students receive valuable assistance in expanding/increasing their global positions. Students enrolled in GBP must be MBAs or graduate students at one of the GBP consortium-member institutions: Columbia University, Duke University, George Washington University, Purdue University, San Diego State University, Temple University, University of Connecticut, University of Hawaii Manoa, University of Maryland, University of Miami, University of North Carolina – Chapel Hill, University of Pittsburgh, University of Wisconsin - Madison or their partner institutions in the destination countries: Burapha University (Thailand); Kwansei Gakuin (Japan); Tsinghua Univesity (China); and UNISINOS (Brazil). The countries designated as GBP countries are chosen by the CIBER leadership at the GBP Consortium schools with several purposes in mind: 1) to increase the usage of languages other than English – primarily less commonly taught languages – in business activities 2) to establish and/or increase commercial ties between the U.S. and other countries important – or emerging as important – to US competitiveness, and 3) to capitalize upon the individual strengths and international ties of the participating CIBER institutions, with each CIBER responsible for leading teams to a country or region that matches its school's particular expertise. In 2011, the destination countries are Brazil, China, Japan, Thailand, and Vietnam led respectively by Duke, UNC and UNISINOS; UNC and Tsinghua University; Temple and Kwansei Gakuin; Maryland and Burapha; and Hawaii and Wisconsin. . GBP teams-- guided by faculty advisors from the business and language departments of the GBP consortium institutions and their international partners --utilize a problem-solving approach developed by Dr. Paul Friga. Using TEAM FOCUS as their problem-solving model, teams advise their clients on a multitude of issues and derive a set of recommendations and an implementation plan to address those issues. The course begins with the GBP Kick-off Weekend in Washington D.C., March 11 – 13th, continues with virtual team work from March 14th though May 4th and on-the-ground work in the destination country from May 1 – May 27th, culminating in a final presentation and report delivered on or about May 27th. Course credit for GBP is set by the school where a participating student is enrolled; grades are based on assessments by project leaders and team members, business and language faculty advisors, the country lead faculty, and the client. Faculty Leadership [see Blackboard for a detailed list of responsibilities per role] The UNC-CIBER provides the primary design and overall coordination for the course through the direction of GBP Program Director/UNC CIBER senior faculty advisor Dr. Lynne Gerber. 1 Lead Faculty for GBP Countries In 2011,six CIBERs have the responsibility for recruiting the clients, creating the teams, and guiding the projects process in the five project countries. The Duke CIBER has primary responsibility for Brazil, with assistance from UNC as co-lead; UNC for China; Temple for Japan; , Maryland for Thailand, Hawaii for Vietnam, with assistance from the Wisconsin CIBER. The faculty leaders for the six GBP countries, who are responsible for monitoring the progress of all projects in their countries and for arriving at a grade for each student participating in one of their country’s project are: Thailand: Brazil: Professor Arie Lewin – Duke CIBER director China: : Professor Gary Clinton – CIBER Advisory Board member and UNC adjunct professor Japan :Professor Jean Wilcox, Temple University professor, Temple CIBER Thailand: Professor Kislaya Prasad – University of Maryland CIBER director Vietnam: Professor Shirley Daniel – Hawaii CIBER Director Language Advisors Language and Cross-cultural advisors assist with the language aspects of the project, advising and critiquing individual team members as well as the teams the oral and written work in the primary languages of the destination countries. They assign a high pass, pass, or low pass grade to each student prior to the in-country portion of the project, which gets incorporated into the grade awarded to each student by the primary country leader faculty member (see above section). This year’s language/cross-cultural mentors/advisors are: Brazil: Professor Magda Silva, Duke Visiting Assistant Professor of Romance Languages ChinaProfessor Zhou Yi, UNC- Chapel Hill Lecturer of Mandarin and Working Mandarin JapanYuhei Inoue, PhD candidate at Temple University Thailand: Jutharat Palevitz – lecturer for Thai language and culture at Foreign Service Institute Vietnam: Professor Shirley Daniel – Hawaii CIBER Faculty Advisors/Cohort Leaders Faculty advisors provide oversight to the team, with particular guidance to the project leaders. They also and serve as a liaison between the client and team, gather feedback from the client on the team’s work, and recommend a final grade for each team member and team. Those faculty advisors listed as cohort leaders serve additionally as coach/mentor for faculty advisors and project leaders, either for overall program/course or a particular group of projects.. This year’s faculty advisors are: Brazil AGCO Wendell Gilland China Glen Raven Gary Clinton Japan Kobe Kenichi Tsujimura Thailand Burapha James Spina & Banpot Wiroonratch G.E. John Joseph Google Nick Didow Hakutsuru Sake Jean Wilcox T.C. Radio Siva Viswanathan Cohort leader –China & Suchart Upatham 2 Vietnam GapIT Shirley Daniel P&G Longistics Shannon McKeen - Noel Greis Sichang Islands II-Horn Hahn Cohort leader -Brazil Mana Chaowarat & Wagner Kamakura RBS Iuri Gavronsky &Alex Belloni Syngenta Kevin Leibel Central Group Mukul Kumar Robert Fellows LORD Ann Marucheck Thailand cohort leader Westinghouse Bud Smith Dr. Paul Friga will serve as at-large cohort leader for Vietnam and Japan projects, as well as a general advisor for cohort leaders for all countries Dr. Lynne Gerber will serve as general advisor for project leaders for all countries.. Faculty of Record at CIBER Institutions Students enroll in GBP at their home institutions and receive grades from their school’s GBP professor (faculty of record), via the Lead Faculty member for the country in which their project is based. For 2011, students should check with their CIBER office if they are unsure how to register for GBP at their school. The Project Scope of Work and Non-disclosure Agreement (NDA) The project’s Scope of Work is prepared by the team, in consultation with the faculty advisor and the client during the Kick-off Weekend. By the end of the Kick-off Weekend, each team will have finalized -- and team members, faculty advisor and the client will have signed -- a Scope of Work letter that clearly defines the project scope and outlines what will be performed by the team. This document will thereafter serve as the basis for all project work. During the project, any substantive changes to the Scope of Work as defined at the Kick-off Weekend will require an addendum to the Scope of Work letter, agreed to and signed by all parties. In addition to the SoW, all team members, faculty advisors, and country lead faculty will sign Non-disclosure agreements to ensure confidentiality to clients. Technological Aspects of the Course Other than the Kick-Off Weekend, the Hub City Meeting, and the on-the-ground project work in the destination country, teams will be working virtually over the Internet. Teams will be required to post their deliverables and manage their projects on Blackboard and team/client meetings should be conducted on Adobe Connect, with phone connectivity. Support is provided for Blackboard and Adobe Connect by the GBP lead CIBER, UNC-Chapel Hill. For virtual meetings other than Team/Client meetings, teams are welcome to use Adobe Connect, but with voice over IP, not phone connectivity. There is an additional charge for the phone connectivity, and UNC has access to only a 3 small number of phone connections that must be scheduled and will be allocated on a first/come first serve basis.. 1) Blackboard Blackboard is the primary site for course information relevant to all teams, country-and projectspecific information and data, and asynchronous sharing of documents and data, weekly progress by team members, and discussion among team members and with faculty advisors. The GBP Blackboard site is available for all team members, lead faculty for each country, and all faculty advisors. To access Blackboard, go to http://blackboard.unc.edu and then use your ONYEN (UNC only) or as a non-ONYEN account using the login and password provided to you by the UNC CIBER. Once you are logged on, click on MBA889 Spring 2011 GBP. When you are in the course site, spend a few minutes familiarizing yourself with the site, especially in the area of Course Documents (where general course information and country-specific materials will be posted throughout the course) and your project’s group area, where you will post project specific information and discussion. If you have problems with Blackboard any time during the course, first use the HELP available on the site; if you do not receive the help you need in a timely fashion, contact GBP Program Manager Debbie Williams at the UNC CIBER with the nature of your problem and the steps you have taken to try to solve it. (drw@unc.edu) 2) Adobe Connect Adobe Connect is an enterprise web conferencing software that allows you to conduct secure web meetings where you can share your desktop or files in pdf or PPT) and communicate with others through Voice-Over-IP using your computers microphone and speakers (you can also see each other if you have webcams). Teams will be expected to meet weekly on Adobe Connect with their team members (and faculty advisors, at least at the team meetings immediately prior to client meetings), using voice-over IP. For virtual team/client meetings and with the meetings with the faculty advisors who are not with the teams during the in-country part of the project, teams may reserve phone lines, since Voice-Over IP is often problematic for international connections. To secure phone lines, and phone numbers, project leaders should connect with GBP Program Manager well in advance of the meeting. (drw@unc.edu) To use Adobe Connect, you will need a computer with high-speed Internet access, with speakers and a microphone built in, or with a headset with microphone plugged in to the computer. If you would like to use the video feature, and be seen by others, you will also need a webcam. Project leaders will be the only ones authorized to set up Adobe Connect meetings and arrange for the phone lines. Project leaders will be provided with specific instructions related to Adobe Connect the week following the DC Kick off. If at any time you have problems with Adobe Connect during the course, first use the HELP available on the site; if the problem persists, contact Debbie Williams. 4 Team Discussions and Meetings Each team has a Group Area on Blackboard, which can be accessed through the Project Groups button. After you click the Project Groups button, go to Group Pages and then click on your group’s name. Each Group Area consists of a Group Discussion Board, File Exchange, and Send Email sections. Teams are expected to post data and relevant documents in the File Exchange area and to engage in discussion in the Group Discussion Board. By using the Group Discussion Board instead of email, you can keep better track of your questions and answers and progress around a particular area or issue, and you faculty advisor and language faculty member can view and comment upon your issues/questions at any time during the week. From time to time, you may wish to email members of the group or the entire team; doing so from the Send Email section permits you to email from within the Blackboard site and not have to go to Outlook or some other email server. In addition to the team’s faculty advisor, the language advisor and country lead faculty member will serve as resources to the team, and may periodically check in to the Blackboard discussion. It is the team’s responsibility to formally contact the language advisor when the team is preparing communication, surveys or presentations in the client’s language, but it is likely that the language mentor will touch base from time to time as he/she monitors the Blackboard Discussion. Each team is expected to arrange at least one real-time meeting each week to review its progress and plan for the next week’s actions. During the Kick-off Meeting, the team and the faculty advisor should decide together if the faculty advisor will attend all weekly meetings, or only those that occur in the week immediately prior to the four client meetings that occur from March 14th through May 27th (see below). Prior to every team meeting, one team member should be responsible for initiating the Meeting Planner & Notes Form (or similar, or your choosing) and posting it on Blackboard at least 24 hours before the meeting. The team should identify a team member to take notes during the meeting and post within 24 hours of the meeting the completed Meeting Plans & Notes Form as well as the Weekly Tasks Form for the upcoming week. Templates for the Meeting Plans and Notes and Team Weekly Tasks are located at the end of this syllabus and also in Blackboard, under Course Documents – For All Teams folder. COURSE Schedule, based on TEAM FOCUS [see GBP Summary Chart] GBP projects are divided into 4 phases, each one beginning and ending with a meeting with the client (shown in table form at the end of this section). During the first two phases, teams meet at least once weekly to discuss direction and progress among themselves and are joined in that meeting by their STAR professor. Before each client meeting, the team is expected, during its regular weekly meeting, or a specially-called meeting, to make a dry-run presentation to the team’s faculty advisor, and – during the in-country portion, by the country leader(s) and, possibly, some subject matter experts. At the final client meeting, the team’s project leader provides the client with a bound copy of the final presentation, and a data CD (see “The Final Presentation” under Administration). Kick-off Weekend: Develop the TEAM process and begin to Frame and Organize (March 10-13) Set parameters for T.E.A.M. and prepare Team Charter Conduct Kick-off/Scope of Work Meeting with client o Finalize Scope of Work and Sign Scope of Work letter and Non-disclosure agreement(NDA) o Set expectations for client/team communication and meetings 5 Resource Materials: On Blackboard – Syllabus; Policies & Procedures; Templates for Scope of Work and NDA; Took Kits on T.E.A.M., Scope of Work, Issue Trees and Hypotheses Deliverables (to be posted on Blackboard in Team’s File Exchange area: Team Charter, Kick-off Meeting Power Point, Scope of Work Phase One (March 14 – April 1): Continue to Frame & Organize and begin to Collect Create Issue Trees, Hypotheses, and Finalize Content Maps Determine what data are needed to answer key questions and how to collect the answers Team Meetings: at least once per week with STAR professor; additional, as ropriate, among PL and team members Deliverables (to be posted on Blackboard in Team’s File Exchange area): Issue Tree and Hypotheses - Process & Content Maps; annotated Power Point presentations from Client meetings # 2 ( Preliminary Findings – Part One): Data Collection questions and process for both primary and secondary collection; Client Meeting # 2 – Preliminary Findings – Part One (Virtual meeting, using Adobe Connect, on or about April 1 – 1 to 2 hours) Phase Two (April 2 – May 4) Collect, Begin to Understand and Synthesize, plan incountry portion of project Create primary data collection templates ( i.e. interview, survey, or focus group questions) Continue secondary data collection and analysis and begin primary research Determine the “So What’s” that will head each slide on final deck Be sure that each conclusion ( so what) are well founded in data Resource Materials: On Blackboard – Toolkits 7& 8: Data base links; Templates for interviews and surveys; Free survey tools; Examples of ghost decks and story lines, Articles on giving and receiving feedback Meetings: at least once per week with STAR professor; additional, as appropriate, among PL and team members; one meeting with client by May 1 Deliverables: Draft of Ghost Deck, with clear story line and evidence of support for recommendations; Scripts for Primary Research collection; Creation of fact pack (findings); In-country Plan, articulated on BB, for touching base when in country with faculty advisor; mid-course assessments ( to be conducted on line on Qualtrics), which will be used for feedback session at Hub City weekend. Client Meeting # 3-Preliminary Story/Plans for In-country Portion (Virtual meeting, using Adobe Connect, on or about April 29 – 1 hour) Presentation of Work in Phase Three Finalize action items for on-the-ground work Phases Three & Four – (Continue to Collect), Understand & Synthesize (May 14 – May 27) Participate in Hub City Weekend, reviewing Preliminary Findings and Preliminary Story with team, client, and country leaders; and conducting mid-project assessment and feedback session 6 Execute on-the-ground project plan, refining as needed Meetings: with client, outside experts, and country leaders as appropriate Conduct a dry run of the final presentation no later than May 25 to Country leaders and others experts selected by country leaders Present final presentation to client, consisting of executive summary, the complete story (hypotheses, recommendations with rationale, and action plan) Deliverables: Annotated final presentation , flanked by 1 to 2-page executive summary at beginning and Implementation plan at the end – color for client and STAR archives, black & white for team; two final CDs (blanks provided by STAR program office), with all presentations, fact packs, raw data, and models); Team Member and Project/ Course Evaluations, to be completed on line through Qualtrics survey Final Project Presentation on or about May 27th, in person Present a thorough summary of findings and a detailed implementation strategy for next 12 months Collect client evaluation of team Final presentation and CD given to client and GBP program office; Meetings with the Client Each team is required to have four meetings with the client: 1) the Scope of Work Meeting during the Kick-off Weekend; 2) Preliminary Findings by April 1; 3) Preliminary Story and In-country Plans by May 4; 4) Presentation of Project: Outcome and Recommendations, by May 27th. Before each client meeting, except the Scope of Work meeting during the Kick-off Weekend, the team is expected, during its regular weekly meeting, or a specially-called meeting, to make a dry-run presentation to both the team’s faculty advisor and the language advisor. The team, either on its own or at the suggestion of their faculty advisor or language advisor, may also solicit the help of the Lead Professor for the team’s country. The mandatory client meetings are shown below, with key objectives. Mandatory Meetings with GBP team and client Date Meeting March 10 Kickoff/Begin Phase One TBD – on or about April 1 Preliminary Findings TBD on or about May 4 Preliminary Story and Incountry Plan TBD On or about May 27 Final Presentation Key Objectives Receive a company and project overview from client; confirm objectives & approach, establish Internet meeting dates and times for Phases One and Two Mode of Attendance Collect relevant data and begin to understand possible strategic actions By Adobe Connect Present hypotheses and plan for further data gathering and analysis Finalize/ Agree to Action Plan for on-the –ground project work Review of project process and Outcome/Recommendation For client 7 In person By Adobe Connect In person/ or By Adobe Connect Final Presentation and Report By May 27th each team will deliver a written report (in color and spiral bound) and supporting CD to the client, and an identical final report package (spiral-bound report & CD) to the UNC – CIBER, CB #3440/Skipper Bowles Drive, UNC-Chapel Hill, North Carolina 27599-3440 Attn: Ms. Debbie Williams. The UNC-CIBER office will distribute copies of the report and CDs to the team’s faculty and language advisors and the country’s lead professor. Guidelines for the final report are at the end of the Syllabus. Blank CDs will be given to Project Leaders at the DC Kick-off event. The written report should include an Executive Summary; Analysis and Rationale for Recommendations; Recap of Recommendations, with suggested timeline for implementation; and Appendices. If approved by the team’s faculty advisor, the final report can be an annotated version of the final Power Point presentation, with an executive summary in the front, either as part of the Power Point, or in a Word document immediately preceding the PP. Guidelines for the final report are at the end of the Syllabus. The CD should include annotated Power Point presentations and/or other written interim reports made to the client over the course of the project, beginning with the Final Presentation; it will also include supporting data and reports that the team collected over the course of the project that client might be able to utilize. In cases where the client has representation in destination country, the Power Points, supporting documents and final report should be provided in the language of that country as well as in English. It is the responsibility of each team to ensure that the final presentation and report are free of language and formatting errors. Client Confidentiality GBP projects are with real companies for whom we must uphold general consultant's confidentiality standards. The standard GBP Confidentiality Agreement can be found in Blackboard, under Course Documents – For All Teams folder. At the Scope of Work meeting with the client during the Kick-off weekend, all team members and the faculty advisor and any GBP Consortium members with access to the Blackboard and Adobe Connect sites will sign two copies of each project’s confidentially agreement. One agreement will go to the primary client contact; the other will be filed at the UNCCIBER, and a copy will be posted on the Project’s Group page on Blackboard. Assessment of Performance and Assignment of Grades GBP students are enrolled in the GBP course at their own institutions and grades will be awarded to the faculty of record in the format normally used for each institution. 55% of each student’s grade will be based on the individual performance of that student, as assessed by other team members, the team’s faculty advisor, language advisor and country leader(s). 45% of the grade will be based on the success of the project as rated by the client, the faculty advisor, language advisor, and country leader(s). Individual Assessment (mid-course and Final) and the Project Evaluation Form (completed at the end of the project) will be collected via an online survey using Qualtrics; hard copy samples are posted under Course Documents – For All Teams. The UNC-CIBER will initiate the assessment process at the appropriate time and provide instructions for completing and turning in the forms. After receiving assessments from the various stakeholders, the lead faculty for each country will assign a grade for each student, and send the grade to the GBP Program Manger, who will forward the grade to the faculty of record for the course at the student’s home institution, who will convert it to the school-specific grading scale. 8 Course Evaluation The week after the Kick-off Weekend, GBP participants (students, faculty, consortium members, and clients) will be asked to complete an anonymous Kick-Off Weekend evaluation survey. At the end of the course, each Consortium-member school will ask their students to complete the standard course evaluation. Because the standard evaluations will most likely not capture some of the unique aspects of this course – dual languages, guided project work, virtual teaming, etc., we will ask students, faculty advisors, and clients to complete a another brief survey within 2 weeks of the close of the course. These evaluations will in no way affect the grades for any students enrolled, but will be used to inform and assist the Consortium as it prepares for its next year of the Global Business Project. Form Templates (can also be found in Blackboard in Course Documents – For All Teams folder) I. Meeting Objectives & Notes (for all meetings with team, faculty advisor and clients) II. GBP Weekly Tasks and Meetings Planner III. Call/Email/Visit Planner ( includes template for scripting the call or visit) IV. Final Report Guidelines 9 I. Meeting Objectives and Notes: Project Name _________________________ [name and date of ]Meeting Meeting Mode: ( i.e. Adobe Connect, in person, combination) Meeting Objectives: In attendance: Notes (Items Discussed and Items Decided) Action Items (may be written, or transcribed onto Weekly Tasks Form) 10 II. GBP Weekly Tasks and Meetings Planner Project: ___________ Week: _______________ Team Member Tasks Meetings this week: Type of Deliverable (i.e. call sheets, market data, financial data Method ( i.e. Adobe, SKYPE, in person) Date Possible sources for data Coordinator/ Arranger With entire team PM with _______ With Faculty advisor With Client 11 How to be shared with team/faculty advisor By when Note taker/distributor III. Call / Email/Visit Planning Worksheet for Project: _______________________ Company Name:_______________ Phone Number: ________ Contact Name: Relationship to your client: □ customer □ competitor □ prospective buyer/distributor □ other: _________________________ Primary Goal of Your Call/Email/Visit: Secondary Goal of Your Cal/Email/Visit: Opening statement (valid business reason for call with benefits statement to client) Prepared questions: Anticipated objections and responses: How are you adding value in the conversation? Closing Statement: (Summarize what you’ve agreed, summarize action items, schedule next interaction) Voicemail script if they are unavailable for this call: 12 IV. GBP Report Guidelines GLOBAL BUSINESS PROJECT REPORT TEMPLATE The following outline is an example of what information the final report might include and how it should be formatted. Please keep in mind that this is an example. Depending on different project circumstances, each report may vary in content. 1. Executive Summary a. Recap of key question and project scope b. Recommendations 2. Analysis/Rationale for Recommendations 3. Recap of Recommendations, with timeline for implementation 4. Appendices and Working Documents (some in Power Point, and some supplied only on CD) The written report should include an Executive Summary; Analysis and Rationale for Recommendations; Recap of Recommendations, with suggested timeline for implementation; and Appendices. If approved by the team’s faculty advisor, the final report can be an annotated version of the final Power Point presentation, with an executive summary in the front, either as part of the Power Point, or in a Word document immediately preceding the PP. The CD should include annotated Power Point presentations and/or other written interim reports made to the client over the course of the project, beginning with the Final Presentation; it will also include supporting data and reports that the team collected over the course of the project that client might be able to utilize. In cases where the client has representation in destination country, the Power Points, supporting documents and final report should be provided in the language of that country as well as in English. It is the responsibility of each team to ensure that the final presentation and report are free of language and formatting errors. The cost of two spiral bound color copies and up to 5 black and white copies of the final report will be Absorbed by the GBP program. Original receipts should be sent to GBP Program Manager Debbie Williams, UNC Chapel Hill, CB#3440, Chapel Hill, NC 27599-3440, along with a GBP reimbursement form ( available on Blackboard). 13