For approval of new courses and deletions or modifications to an existing course. Course Approval Form More information is located on page 2. Action Requested: Course Level: X Create new course Delete existing course Modify existing course (check all that apply) Title Prereq/coreq Credits Schedule Type Undergraduate X Graduate Repeat Status Restrictions Grade Type College of Humanities and Social Sciences Ann Ludwick College/School: Submitted by: Subject Code: PUAD Number: Department: Ext: Email: 3707 Effective Term: 626 Public & International Affairs X (Do not list multiple codes or numbers. Each course proposal must have a separate form.) Title: Fall Spring Summer aludwick Year 2010 Current Banner (30 characters max including spaces) New Consulting Management Credits: 3 (check one) Grade Mode: Fixed Variable X (check one) or to Repeat Status: X (check one) Regular (A, B, C, etc.) Satisfactory/No Credit Special (A, B C, etc. +IP) Not Repeatable (NR) Repeatable within degree (RD) Repeatable within term (RT) Lecture (LEC) Lab (LAB) Recitation (RCT) Internship (INT) Schedule Type Code(s): (check all that apply) Prerequisite(s): Total repeatable credits allowed: Independent Study (IND) Seminar (SEM) Studio (STU) X Corequisite(s): Special Instructions: (restrictions for major, college, or degree; cross-listed courses; hard-coding; etc.) Catalog Copy for NEW Courses Only (Consult University Catalog for models) Description (No more than 60 words, use verb phrases and present tense) Notes (List additional information for the course) Explores the consulting industry, changes in the industry and future expectations of consulting as a career. Examines different sectors of consulting such as HR, IT, Operations, Marketing, Succession Planning, Organizational Consulting, Knowledge management, Non-profit and health care and government consulting. Indicate number of contact hours: When Offered: (check all that apply) Hours of Lecture or Seminar per week: Fall Summer Spring Hours of Lab or Studio: Approval Signatures Department Approval Date College/School Approval Date If this course includes subject matter currently dealt with by any other units, the originating department must circulate this proposal for review by those units and obtain the necessary signatures prior to submission. Failure to do so will delay action on this proposal. Unit Name Unit Approval Name Unit Approver’s Signature Date For Graduate Courses Only Graduate Council Member Provost Office Graduate Council Approval Date Consulting Management Course Syllabus: PUAD 626 Arlington Campus First Weekend Session: January -March 2009 Meg Brindle, PhD Associate Professor, Master of Public Management Meg.brindle@gmail.com Office Hours: Fridays 5-6PM Truland Building, 400-D Saturdays after Class and anytime by email, phone or appointment 202-368-0586 Course Text and Readings: 1) Greiner, Larry E. and Poulfelt, Flemming. The Contemporary Consultant Insights from Experts.Thomson South-Western Publishing. 2004. 2) Gary Hammel, The Future of Management, HBR, 2008. 3) Websites: We'll also be doing some comparison of some of the larger consulting firms (McKinsey, Bain, Deloitte and Touche, Booz Allen Hamilton and The Boston Consulting Group). 4) Articles as per GMU J-Stor. 5) We will use GMU Blackboard technology where Class Power Points and additional readings will be posted. Course Objectives: 1) To develop better understanding of the emergence of the consulting industry, changes in the industry and future expectations of consulting as a career; 2) To compare and contrast the strengths and weaknesses of the various large firms for the purpose of assessing your own sense of “fit” into the cultures of these firms; 3) To learn more about the different sectors of consulting such as HR, IT, Operations, Marketing, Succession Planning, Organizational Consulting, Knowledge management, Nonprofit and health care and government consulting; 4) To gain better proficiency in project management; 5) To learn about the stages of consultancy from structuring the problem to engaging clients and managing the client relationship; 6) To consider issues of beginning your own consulting practice as an individual or employee; 7) To develop skill in proposal writing; 8) To learn more about teamwork, dynamics of the consulting process and presentation; 9) To develop greater insight into the career possibilities in consulting for the MPA graduate 10) Contributed learning from various consulting firms and government agencies as gleaned from class colleagues. ___________________________________________ Course Schedule and Reading Assignments for the Weekend Session Friday Introduction: January 16: Review Syllabus and Become familiar with course assignments Review Center for Collaborative Government at George Mason: Website www.collaborativegov.org Locate the following websites on your browser or via google search: McKinsey; Booz Allen Hamilton; Price Waterhouse Coopers; Boston Consulting Group, and Bain Consulting Group. (www.mckinsey.com), (www.boozallen.com) (www.pwc.com), (www.bain.com), (www.bcg.com). For our first weekend on Saturday, January 23rd, we will work in project teams during Saturday afternoon to compare/contrast five of the large firms as above. Select one that you would like to explore in more detail for the purpose of a small team evaluation of the firm and presentation to the class. See more details under Assignment One: Comparison of Consulting firms. ________________________________________________________________________ Weekend One: January 23/24th Friday: The Changing Consulting Industry Structure of a changing industry Types of firms The History of Consulting: The Good, the Bad and the Ugly – lessons from the 20th century (based on Brindle, M. and Stearns, P. Facing up to Management Faddism, Quorum, 2002). Consultants: Types, Skills and Values The ‘truly professional’ consultant - Required skills for consultants - Integrity issues Saturday AM: Consulting as a Profession - Development of Professional Consulting - Introduce models used by consulting firms to analyze clients - A Discussion of Ethics: The issue of power - consultants works at the intersection of their own organizations and managing their often multiple bosses and organizations' interests and conflicts of interest and they work within the client organization. We discuss the need for transparency and basic issues such as the obvious avoidance of conflict of interest as well as the more subtle and sophisticated issues such as how bringing change affects client organization - power and politics; those who are vested in doing things the same way; the client's organizational history, etc. Professionalism and what it really means goes deeper than dress and basic etiquette, but the ethical issues of avoiding gossip; confidentiality issues; exposure and full disclosure challenges wherein they are asked to solve problems and this means digging into what is not going well. Start to create consultant teams for field project II. Marketing and Selling of Consulting Services - Understanding buyer values - Matching client expectations with firm strategy - Internal and external marketing - Advertising PR and relationship management - Writing successful proposals (We discuss ethics in the proposal writing and who owns the end product) Readings for the Weekend: Readings: Greiner and Poulfelt: Ch. 1, The Changing Global Consulting Industry * and Greiner and Poulfelt: Ch. 2, Professionalism in Consulting * Hammel, Chapters 1 and 2, The Future of Management * - Greiner and Poulfelt: Ch. 3, The Marketing and Selling of Consulting Services Greiner, Olson and Poulfelt: Marketing at Bain * for Friday Saturday PM: 1-2: Overview of several of the largest firms How do Consulting firms differ? What types of foci do they have and why? How do their priorities change? Who is leading whom? What are the opportunities in the public sector? 2-4PM: In teams of 3-4, we will be doing a comparison of the large consulting firms. We’ll discuss the project and in your teams, you can move to the computer lab at Arlington campus, or if you have a laptop, please bring it to this session. Each team will consider one of the larger firms to present to the class at our next weekend session. Comparison of the Big Firms: Booz Allen Hamilton, McKinsey, Coopers/Lybrand, Bain, Boston Consulting, KPMG Project Groups: Each group will select one of the large firms or an alternate of your choosing and meet to report to the larger class on the following parameters. Note that most can be gleaned by the firm’s website, but others need additional research. Students do analyses of the big firms and then a comparative discussion after presenting these. One thing we look for are the ethics of the firm and ways to understand and glean more about ethics. The History of the Firm The Core Area of Consulting The Evolution of the firm over the past few years as you can glean from a google search. Have they undergone any major mergers; change in focus, etc.? The organizational structure of the firm, as you can glean in such areas as leadership, core groups of talent, partner background, headquarters, mergers if applicable. Where would you say power is concentrated? Sense of culture of the firm: Consider dominant artifacts and articulations as per the website, articles featured, what the firm says about itself, etc. Academic/practitioner mix: Can you tell if PhDs, MBAs, Accountants dominate? What are some particular things you would need to know to interview and to work at this particular firm? __________________________________________________________________ Weekend Two: February 6 and 7 Major Consulting Sectors: IT, Marketing, Organizations, HR/ Government, Health care, Non-profit. Friday Evening: Strategic and Organization Information Technology Consulting -History of IT / IS consulting - issues and growth - Various IT services - IT and the value chain - Drivers of future growth Strategies in Organizations Consulting Alternative approaches to strategic planning and use of value creation models Development of organization consulting: design to transformational change Knowledge Management Readings: Greiner and Poulfelt: Ch. 4, Information Technology Consulting Greiner and Poulfelt: Ch. 5, Strategy and Organization Consulting DUE: Individual assignment: 3-5 page analysis of one major sector in consulting and trends. (See Assignment 2 in Assignments below) Saturday Agenda: Various Sectors in Consulting Strategic Marketing Consulting Typical marketing consulting issues addressed Types of marketing consulting firms Future of marketing consulting Marketing Trends: Intangible Value Readings for the Weekend: Hammel, The Future of Management, Chapter 6: Aiming for an Evolutionary Advantage Hammel, The Future of Management, Chapters 4 and 5: Building a Community of Purpose and Innovative Democracy. Greiner and Poufelt: Chapter 4, Information Technology Consulting* Greiner and Poulfelt: Ch. 5, Strategy and Organization Consulting * Greiner and Poulfelt: Ch. 6, The Marketing Consultant Greiner and Poulfelt: Ch 7, Operations Consulting Greiner & Poulfelt: Ch. 17, Knowledge Creation and Management in Consulting * = For Friday evening session Website Review: Light years IP (intangible value trends making a difference) See www.lightyearsip.net See Home page and consider how intangible value has become the dominant resource to firms. Operations Management Consulting Understanding OM consulting issues and requirements: Definition & history Providers of OM services and different contexts for OM consulting Key elements and concepts of the OM consulting engagement Saturday PM: Group presentations regarding comparative consulting firms. ________________________________________________________________ Weekend Three: February 20 and 21st Operating as a Consultant: Problem Definition, Scope, Project Management and Professionalism and common challenges of power and negotiation. Friday Evening: Realities of Managing the Consulting Engagement Analyzing and Framing Problems Looking for patterns Remembering strengths of client Feeding data back to the client: different methodologies Pushing the engagement forward Managing Engagements Project management skills Involving client in the process Moving from analysis/diagnosis to implementation Saturday: Consulting to CEOs and Boards, Global Consulting and Public Sector Consulting Various consulting services to CEOs and Boards of Directors Understanding the diversity of consulting roles Consulting to the Board: Unique process issues and transformation challenges Succession Planning Guest Speaker, Ron Layton, CEO, Light Years IP (www.lightyearsip.net) Readings: Greiner, Olson and Poulfelt: Deloitte & Touche Consulting Group Greiner & Poulfelt: Ch. 9, Consulting to CEOs and Boards Greiner & Poulfelt: Ch. 10, Globalization Consulting Greiner & Poulfelt: Ch. 11, Realities of Public Sector Consultation Hammel, The Future of Management, Chapters 7 and 8 Consulting in the Public and Not-for-profit Sector Uniqueness of public sector consulting Volunteerism in the non-for-profit sector Key services in demand Managing multiple stakeholders Consulting to Global Clients Review of Bain Consulting Website INSEAD French Business School website Growth in globalization consulting ‘Nine steps’ framework for analysis Diverse issues related to globalization consulting Brindle and Mainiero, Managing power through lateral networking, Chapters 1-3 for review (note, no need to purchase this book. It can be viewed on-line at www.gmu.edu/ library website under electronic books. Available free to Mason student. Website review: Light years IP: non profit website (www.lightyearsip.net) Melwood (www.melwood.org) Due: Assignment #2: Proposal For Group Consulting Project (See below for more details) _______________________________________________________________ Weekend Four: March 6 and 7th Friday Consulting for Change Management issues in Consulting firms Managing Consulting Firms - Performance Problems - Strategy, goals and people success factors - Leading for best performance - Developing culture, aligning success factors Readings: - Greiner and Poulfelt: Ch. 16, High Performance Consulting Firms You as a Transformational Change Agent : Bureaucratic Transformations - Collusion between consultant and client - Managing ethical and practice challenges Readings: Greiner and Poulfelt: Ch. 14, On Becoming a Transformational Change Agent Hamel: The Future of Management, Chapters 8 and 9 Saturday: March 7th Client Consulting Project Presentations Course evaluation Transformational resumes (optional review of your resume to turn in at last class) Each team will present their consulting project in a roughly 30 minute presentation per group complete with handouts, as needed and power points for the class to understand. Clients are welcome to attend, however the weekend session is understandably prohibitive to this end. The class will function as the client and is expected to make thoughtful and constructively critical comment. Course Assignments and Grading Criteria 1. Consulting Firm Comparative Analysis: Presented orally -- 15% 2. Individual Assignment: Select a consulting area, such as, but not limited to change management, health care, communications, marketing IT, or non-profit, and write a 3 to 5 page analysis of the trends as you can determine from an analysis of the leading consulting firms. 20% 3. Group Consulting Project: a. Written Proposal: 15% b. Written Project and Recommendations: 30% c. Group Presentation: 10% 4. Class Contribution: 15% Course Assignments Consulting Firm Comparative Analysis: In class, we will form groups of 3-4 on the first weekend and groups will select ONE major or small consulting firm to present to the class. This will include the mission and history; overall scope of consulting and type of consulting; the organizational structure, including leadership and board; and to the degree accessible, the working culture of the firm. The goal of this assignment is for class learning: Students should gain a much deeper insight into one firm, and as each group presents, we will compare and contrast the consulting firms to advance our knowledge of consulting firms, as well as for our individual learning for our own career choices. (More details provided at class). Individual Trends Analysis: Consulting firms change their focus and are often as responsive to trends in the general for profit and nonprofit sector, as they are creators of new trends. This paper asks you to select one type of consulting and assess general trends in the consulting industry about that type of consulting, as covered in our trend analysis lecture. Proposal: Write and present a team proposal to conduct a consulting project on an issue or problem in an organization. The proposal should include the following: (1) an analysis of the issues with a clear statement of needs and benefits; (2) a description of how your team would approach the problem; (3) a discussion of how much you would charge to complete the project and how long it would take; and (4) a section explaining why the company should hire you to perform the work. The proposal should exemplify the principles of client-centered consulting and be persuasive enough to get the job. The proposal assignment will consist of a 6-8 page group proposal for your selected consulting project. Consulting Project: This major field project requires that you develop a client engagement and perform consulting services for that client. Its purpose is to improve our consulting skills through the actual performance of a consulting assignment. You are asked to work in a minimum of three to four person teams. Your team will identify a potential project, negotiate a defined assignment, enter the client organization, gain access to needed data and employees, identify and diagnose issues / problems, and deliver a report with recommendations intended to result in positive and lasting changes. You should have your team formed and hold sufficient meetings to discuss and decide on a potential client by the end of the second weekend class session. The client should be secured through a written proposal, a copy of which is due in class as noted in the syllabus. Your client contact must be a responsible individual in an organization that has a problem / opportunity / issue in need of study. Such study areas can range from marketing to business strategy to organization and system issues. The project should be sufficiently focused to be completed within the limited time of the course. It is totally acceptable for your project to be something in one of your own organizations. We will need to rely on your organizations as per the time constraints of the weekend session. Scope: Do consider a problem that is sufficiently limited in scope. The evaluation here is not that you have transformed an organization; fostered a merger or acquisition, but that you demonstrate learning from the course in areas such as: Problem Identification: 10 pts Methods considered: 20 pts. Scope: 10pts Project Management: 10pts. Proposal Writing (separate grade) Identification and Demonstration of true client-centered problems 20 pts. Presentation to the class: 20 pts. Teamwork and Professionalism: 10 pts. A professional oral presentation (with printed copies of overheads or power point slides) will provide the basis for evaluation and feedback. The oral presentations will be made on the last class day. Your client is invited to hear your presentation at that time. Given the realities of our weekend format, it is expected that clients cannot attend. If your client cannot make it that day, an audience of student peers will listen to and critique your presentation. The oral report should be approximately 30 minutes in length, and if you client cannot make it, your report should be presented as if the client was the primary audience. I ask that in addition to your presentation you describe issues/problems that arose during your engagement. Based on requirements developed with your client, I ask that you provide a written report for your client (and for me as well) as required by your client. If your client needs a written report, your report should include a description of (1) the client organization, (2) how you entered and what you contracted to do, (3) your methodology and (4) your identified problems / issues and recommendations. In the report provided to me you need to include a fifth section describing what you have learned about consulting as a result of performing this project. Your grade on the team project is a ‘team grade’ that will be assigned equally to all members of the team unless otherwise determined by differences in evaluations by team members (which will be collected at the end of the semester). 10-15 power point slides for your presentation should be prepared in line with our classroom discussion on professional presentations I realize that it is difficult to do team projects, particularly given the weekend session and the demands of your regular work lives. Here is what will make it ‘work.’ 1) We will have class time to outline work roles and a discussion of sharing the tasks from our first weekend together. 2) We will keep the project within a very doable scope, i.e. we are not creating a merger or new strategy but rather providing our expertise and putting some knowledge into effect from the course. 3) I ask each person to submit a one page eview of their own work assessment and their team individually. 4) I am quite mindful of the challenges and assume the very best of you. Please do consult me with any difficulties early on, so that we can address any issues of team dynamics or working styles effectively. The consulting project is the main assignment for this course. I ask you to submit a team outline of your selected project and a basic proposal of what you are attempting in Weekend 2 of the course. Professor Bio: Meg Brindle, PhD holds a Masters degree in Public Management and Policy from the John Heinz School of Management and Public Management and PhD from Carnegie Mellon University, along with postdoctoral studies in Organizational Behavior and Theory and an undergraduate nursing degree. Prior to coming to George Mason University in 2000, she was on the full time teaching faculty at the MBA school at Carnegie Mellon University where she has taught MBA, Executive Education, and undergraduate management , policy and world history and had been adjunct faculty of Health Policy in the Heinz School. Meg has been teaching for 20 years, and has taught over 100 courses in management, nonprofit management, ethics, policy and organizational studies to audiences ranging from mid-career state, local and federal government employees, MBA, MPA, PhD, undergraduate, health care administrators, and Arts Managers and the George Mason University Government Fellows in the Master of Public Administration program. Her books include, Managing Power through Lateral networking, Quorum, 2000 and Facing up to Management Faddism, Quorum, 2002. She has authored numerous articles and presented at conferences throughout the US and abroad. Meg has also designed and brought to successful start-up three graduate programs: The Master of Arts Management at George Mason with 12 new courses; Bioethics PhD track in the Biosciences Program; a Master of Health care and health policy track in the MBA program at Robert Morris University and author or 15 new courses currently in the long-term curriculum at George Mason, and numerous courses for international study such as Comparative arts organizations and International bioethics. Meg consults for the nonprofit, Light Years IP (www.lightyearsip.net), whose mission is to create poverty alleviation solutions for low-income African ad Caribbean farmers and producers via the use of their IP in retail markets. She looks forward to progressing with you into new realms of your educational and career development. Disability statement If you are a student with a disability and you need academic accommodations, please see me and contact the Office of Disability Resources at 703.993.2474. All academic accommodations must be arranged through that office. Honor Code statement George Mason University has an Honor Code, which requires all members of this community to maintain the highest standards of academic honesty and integrity. Cheating, plagiarism, lying, and stealing are all prohibited. All violations of the Honor Code will be reported to the Honor Committee. See honorcode.gmu.edu for more detailed information. Enrollment statement Students are responsible for verifying their enrollment in this class. Schedule adjustments should be made by the deadlines published in the Schedule of Classes. (Deadlines each semester are published in the Schedule of Classes available from the Registrar's Website registrar.gmu.edu.) Last Day to Add ________ Last Day to Drop ________ After the last day to drop a class, withdrawing from this class requires the approval of the dean and is only allowed for nonacademic reasons. Undergraduate students may choose to exercise a selective withdrawal. See the Schedule of Classes for selective withdrawal procedures.