mail tel Research School of Management Room 1088, LF Crisp Building The Australian National University ACT 0200 School Office 02 6125 6737 02 6125 9839 fax School Office 02 6125 9982 College Reception International: +61 2 6125 0744 Within Australia: 02 6125 0744 email enquiries.rsm@anu.edu.au main office Room 1088 Level 1 LF Crisp Building refer to the ANU Campus Map (map GH32, reference G3) College Reception International: +61 2 6125 3807 Within Australia: 1300 732 120 (local call cost only) Course Outline MGMT7029 Managing Change in Organisations Semester 1, 2013 STUDENTS: Course details change from semester to semester. Please check that you are reading the Course Outline for the correct semester. Course Description This course introduces students to a broad range of current change literature and with the problems and key issues relating to managing change in organisations. Key topics include metaphors for understanding change, theories of planned change, the role of the change agent, diagnosis, responses to change, the process of planned change, interventions (techno-structural, strategic, cross-cultural), managing and leading change, current issues and challenges. Information about how this course fits into your Program, e.g. how it contributes to Majors and Minors, and whether or not it is a core course or an elective course, can be obtained from Study@ANU, your lecturer, or the College Student Advisers. Contacts Role Office address Email Telephone Consultation Times Course Convenor and Lecturer (Course Authority) Room Thomas.kalliath@anu.edu.au 6125-8104 Mondays 3-5 pm (02) 6125 9839 The Research School of CRISP 1051 Dr. Thomas Kalliath School Administrators Room 1088 1st Floor enquiries.mmib@anu.edu.au This Course Outline was prepared on 11 February for use in Semester 1, 2013. It was revised on [insert date of revision]. Ranka Videnovic LF Crisp Bldg, 26 (02) 6125 6737 Management office is open Ruth Southwell from 9am – 5pm, Monday – Friday, (except for occasional closures for meetings. Communication Email is the preferred way of communicating. Email If necessary, the lecturers and tutors for this course will contact students on their official ANU student email address. Information about your enrolment and fees from the Registrar and Student Services' office will also be sent to this email address. Announcements Students are expected to check the Wattle site for announcements about this course, e.g. changes to timetables or notifications of cancellations. Notifications of emergency cancellations of lectures or tutorials will be posted on the door of the relevant room. Course URLs More information about this course may be found on: • Study @ ANU, • the College of Business and Economics website, and • Wattle, the University's online learning environment. Log on to Wattle using your student number and your ISIS password. Course Information Learning Outcomes Upon successful completion of the requirements for this course, students will be able to: Outcome 1: Analyse and define problems in various case situations and use relevant data to design interventions for problem solving Outcome 2: Describe the characteristics and nature of organisation development (OD) and outline the critical steps for managing a successful planned change Outcome 3: Comment on the core values, ethics, and skills of change agents and recognise the issues, problems and opportunities that may arise from planned change Workload Students taking this course are expected to commit at least 10 hours a week to completing the work. This will include: lectures, private study, group work, Wattle etc. Course Delivery Lecture, seminar, group work, and presentations, Mondays, 5-8 pm (ANUCBE Bld LT2) Attendance Requirements Students are expected to attend lectures and participate in class discussions. 2 Study Schedule Week beginning Theme / Topic / Module Activity Required student preparation 18 Feb Introduction Overview of the course; class sharing exercise; lecture; form groups; syndicate group discussion Chapter 1 (week 1) Deadlines Application Case 1.2: Forged by fire (pages 11-12) Application Case 1.3: Join the home office revolution (pages 18-19) 25 Feb Understanding change Lecture and syndicate group discussion (week 2) Chapter 2 Application Case 2.1: The conversion model (see pages 37-38) Application Case 2.3: Ahead in the clouds 4 March (week 3) Leadership and the role of the change agent Lecture; syndicate group discussion; and group presentation of case Chapter 3 Required Reading 1: Heifetz and Linsky (2011) (to be posted on wattle) Team 1: Submit written case analysis by Mach 3 (Case 1) Case 1: Balanced and blended leadership at IBM (see page 456 to 461 in text) (Team 1 will present case and lead discussion) 11 March March 11, 2013 is Canberra Day (Holiday) (week 4) 18 March The process of organisational change-1 (week 5) Entering and contracting; diagnosing organisations; diagnosing groups and jobs; and collecting and analysing diagnostic information 25 March The process of organisational change-2: Lecture; syndicate group discussion; and group presentation of case Chapter 5 Required Reading 2: Beer and Nohria (2011) (to be posted on wattle) Team 2: Submit written case analysis by Mach 17 (Case 3) Case 3: NAB Culture change program (see pages 479 to 483 in text) (Team 2 will present case and lead discussion) Lecture; syndicate group discussion; and 3 Chapter 5 Team 3: Submit Week beginning Theme / Topic / Module Activity Required student preparation Deadlines (week 6) Feeding back diagnostic information; designing interventions; leading and managing change; and evaluating and institutionalizing OD interventions group presentation of case Case 5: A new look for Convoy (Part 1 and 2) (see pages 495-501) (Team 3 will present case and lead discussion) written case analysis by March 24 (Case 5) Chapter 7 Team 4: Submit written case analysis by April 14 (Case 8) April 1-12: Term Break 15 April OD interventions: People and process (week 7) Lecture; syndicate group discussion; and group presentation of case Application Case 7.1: The government of NZ issued the following news release (pages 231-233) Application Case 7.2: FT top 50 women in the world (pages 238-239) Case 8: Ben & Jerry’s (A): Team development intervention (see pages 516 to 527 in text) (Team 4 will present case and lead discussion) 22 April OD interventions: Strategy and structure (week 8) Lecture; syndicate group discussion; and group presentation of case Chapter 8 Application Case 8.1: Ford pushes buyout packages (see page 291) Team 5: Submit written case analysis by April 21 (Case 6) Application Case 8.2: 2007 Electronic monitoring and surveillance survey (see pages 294-296) Case 6: Kenworth Motors (see pages 502 to 507 in text) (Team 5 will present case and lead discussion) 29 April (week 9) Organisation transformation and change Lecture; syndicate group discussion; and group presentation of case Chapter 9 Required Reading 3: Kotter (2011) (to be posted on wattle) Case 9: Sharpe BMW (see pages 528 to 4 Team 6: Submit written case analysis by April 28 (Case 9) Week beginning Theme / Topic / Module Activity Required student preparation Deadlines 537 in text) (Team 6 will present case and lead discussion) 6 May (week 10) Change in a chaotic and unpredictable environment Lecture; syndicate group discussion; and group presentation of case Chapter 10 Application Case 10.2: DIY recruitment (pages 376-377) Team 7: Submit written case analysis by May 5 (Case 10) Application Case 10.3: Managing the recovery (pages 380-382) Case 10: Fourwinds Marina (see pages 536 to 548 in text) (Team 7 will present case and lead discussion) 13 May (week 11) Managing resistance and organisational culture Lecture; syndicate group discussion; and group presentation of case Chapter 4 Required Reading 4: Kegan and Lahey (2011) (to be posted on wattle) Team 8: Submit written case analysis by May 12 (Case 11) Case 11: B.R. Richardson Timber Products Corporation (see pages 549 to 572 in text) (Team 8 will present case and lead discussion) 20 May Case presentations Team presentations Case presentations Team presentations All teams to submit written case and four model questions and th answers by 16 May, 5 pm (week 12) 27 May (week 13) 5 Assessment Proposed Assessment Schedule - Overview Details about assessment may change during the first two weeks of semester. Please ensure that you check with your lecturer or tutor about any changes. Changes to the assessment schedule will be posted to the Wattle site. Assessment item Description and detail of assignment Specific requirements Assignment 1 Case presentation and discussion in class; and submit written case analysis 30 minute case presentation and discussion in class; and submit written case analysis (see details in Appendix-1) Team presentation and class discussion; and submit written case and model answers 40 minute case presentation and discussion in class; and submit written case and model answers (see details in Appendix-2a, b and c) Multi-choice; short answer; and case Final exam will cover all topics and readings covered in the course Assignment 2 Final Examination Due Date Weighting (%) see lecture schedule 15% Submit written case and model th answers by 16 May, 5pm 35% TBA 50% Learning Outcomes-Assessment How well have you achieved the learning outcomes for this course? Your lecturer makes this judgement based on your assignments and examination papers. This table illustrates how each assessment item provides evidence about your achievements against each learning outcome. Course Learning Outcomes Upon successful completion of the requirements for this course, students will be able to: Assignment 1 Assignment 2 Final Examination Outcome 1 X X X Outcome 2 X X X Outcome 3 X X X 6 Assignment Details Due Date See lecture schedule for the team responsible for submitting the assignment Value or Weighting (%) 15% Marks 15 Suggested Length 2-pages (650-700 words) Instructions As per criteria for the assignment (see Appendix-1), discussed in class Purpose The purpose of this case presentation, discussion and written case analysis is to challenge you to link (or apply) the issues/problems raised in the case to (a) materials/concepts covered in the chapter assigned for the week (see lecture schedule); (b) to any change management concepts covered in this course; and (c) come up with alternative approaches to solving issues and problems raised in the case based on sound reasoning and support of change management theory, and best practice. Marking Criteria See Appendix-1 Submission / Presentation Details Submit by email written assignment as per deadline indicated in lecture schedule to: thomas.kalliath@anu.edu.au Due Date Submit written case and model answers by 16 May, 5pm Value or Weighting (%) 35% Marks 35 Suggested Length 1200 words (inclusive of references). Plus four questions and model answers (175 to 200 words per model answer) Instructions As per criteria for the assignment (see Appendix-2a, b, & c), discussed in class Purpose The case study documents a planned change effort in an organization. It is preferable that the organization you select has implemented a significant planned change effort using any of the OD interventions illustrated in this course. Objectives of this project are to provide you with the opportunity (1) to demonstrate your grasp of OD concepts, (2) to learn to work together as a team, and (3) to make a professional presentation of the change case. Marking Criteria See Appendix-2a, b, and c. Submission / Presentation Details Submit by email written assignment as per deadline indicated in lecture schedule to: thomas.kalliath@anu.edu.au th 7 Due Date Final Exam (TBA) Value or Weighting (%) 50% Marks 50 Suggested Length Multi-choice, short answer and case analysis questions based on all topics and required readings covered in the course (3 hours) Instructions TBA Purpose Learning outcome 1, 2, 3 and 4 Marking Criteria Concise, focused answers that address the question fully. Submission / Presentation Details TBA Return of Assignments Assignments 1 and 2 will be returned either in class or through email along with feedback provided as per marking criteria (See Appendix-1 and 2 a, b, and c). Scaling Your final mark for the course will be based on the raw marks allocated for each assignment or examination. However, your final mark may not be the same number as produced by that formula, as marks may be scaled. Any scaling applied will preserve the rank order of raw marks (i.e. if your raw mark exceeds that of another student, then your scaled mark will exceed the scaled mark of that student), and may be either up or down. Extensions All assignment extension requests must be made in advance of the due date to the course co-ordinator. Requests must be in wiring or via e-mail with your student number included. Significant reasons must exist for an extension and documented medical evidence may need to be provided. Requests will not automatically be granted and students should continue with assignment preparation on the basis that the extension request may not be approved. Penalties Late assignments may attract the following penalties: Lateness 0 – 20 minutes 20 minutes – 1 day 1 – 2 days 2 – 3 days Penalty 5 marks 10 marks 20 marks 30 marks Examinations Exam scripts can be viewed after the release of end of semester grades. You must refer to the School website for dates and times that exam script viewings are held. You must provide your student identification card to view your exam script. Scripts cannot be taken from the Office area. 8 Texts and Other Reading Prescribed Texts Waddell, D., Cummings, T. G., & Worley, C. G. (2011). Organisational change, development th and transformation. Asia Pacific 4 Edition. CENGAGE Learning (ISBN: 978-0170185950). Additional Recommended Reading Heath, C., & Heath, D. (2010). Switch: How to change things when change is hard. Crown Business. Green, M. (2007). Change management masterclass: A step-by-step guide to successful change management. Kogan Page. Kotter, J. P. (2002). The heart of change: Real-life stories of how people change their organisations. Harvard Business Review Press. Course-related Matters Requisites MGMT1003 or MGMT2007 Class and Teamwork Norms: Students who are disruptive or prevent others from fully participating in lectures, seminars or tutorials will be asked to leave. All students in this course are expected to cooperate to make the team project a success, through their contributions to the team effort, spelled out in “Excellent team behaviours checklist” (See course webct). The course convenor reserves the right to award differential marks in the team project assignment, if in his judgement a member of the team refuses to participate in cooperative team behaviours (see checklist), participate in team meetings, or absent himself/herself from the team presentation. 9 Appendix-1 Marking Criteria for Case Presentation and Written Case Analysis (15%) General Comments: 1. Does the case presentation illustrate one or more change management issue/dilemmas/challenges faced by management/change agents? Very little 1 2 3 4 5 6 7 8 9 10 Very much 2. Does the case presentation provide adequate background information surrounding change management issues included in the case? Very little 1 2 3 4 5 6 7 8 9 10 Very much 3. Did the case presentation provide in depth of analysis informed by change management theory of pertinent issues germane to successful/unsuccessful resolution of change? Little 1 2 3 4 5 6 7 8 9 10 Very much 4. Did the case presentation link specific chapter concepts to the case problem(s) and issues? Very little 1 2 3 4 5 6 7 8 9 10 Very much 5. How effective was the team presentation? Not effective 1 2 3 4 5 6 7 8 9 10 Very effective 6. What is the quality of class discussion resulting from case presentation? Poor 1 2 3 4 5 6 7 8 9 10 Very High 10 Very High 8. What was the quality of learning impact of the presentation? Poor 1 2 3 4 5 6 7 8 9 9. Quality of written case analysis (suitable title, 650-700 words, on time submission) Poor 1 2 3 4 5 6 7 8 9 10 Very High 10. Quality of written analysis (extent to which criteria 1-4 are explicated in case analysis) Poor 1 2 3 4 5 6 7 8 10 9 10 Very High Appendix-2a Team Presentation Guideline The team presentation is a case study of a planned change effort in an organization. It is preferable that the organization you select has implemented a significant planned change effort using the type of OD interventions illustrated in the topic you have chosen. Objectives of this project are to provide you with the opportunity (1) to demonstrate your grasp of OD concepts, (2) to learn to work together as a team, and (3) to make a professional presentation of the change case. The change management cases discussed in the course could be used as guides for developing your case study. Please see below some topics/questions that may be useful in developing the case study: 1. Background and history of the organization: - nature of products and industry - age of the organization and history - financial data—budget, performance - scope of the organization— - mission of the organization - any other pertinent information 2. Description of problem and change effort: - what was the problem as defined by the organization? - was internal/external consultants used? - if so, - how were the consultants selected? - describe the role they played in the change program? - what was the approach to change used by the organization.? - what behavioral science concepts and techniques were used? - describe the phases of change - what role did the top management play in the change effort? - to what extent did the intervention involve the total organization ? 3. Analysis of the change effort in terms of: - was the problem defined by the organization the real problem? Use one of the diagnostic models to analyze the problem - in your opinion how effective was the approach and types of interventions used? - if they have not completed all the phases what else do you think they should do? - what recommendations would you make to the organization at this point in time? What is provided above is not a complete listing of all questions, but a starting point. You will generate additional questions to suit your specific topic and the organization you will be researching. Apply the knowledge you have gained in the course. Your oral presentation will have three components (1) a theoretical input, (2) case material you have put together, and (3) class discussion. The criteria used to mark team presentation and written case is provided in Appendix-2 b and c. 11 Appendix-2b: Marking Criteria for Team Presentation (20%) General Comments: 1. Does the case presentation illustrate one or more change management issue/dilemmas/challenges faced by management in a real organisational setting? Very little 1 2 3 4 5 6 7 8 9 10 Very much 2. Does the case presentation provide adequate background information surrounding change management issues included in the case? Very little 1 2 3 4 5 6 7 8 9 10 Very much 3. Did the case presentation provide depth of analysis of pertinent issues germane to successful/unsuccessful change management? Very little 1 2 3 4 5 6 7 8 9 10 Very much 4. Did the case presentation link the case problems with OD theory? Very little 1 2 3 4 5 6 7 8 9 10 Very much 5. How effective was the team presentation? Not effective 1 2 3 4 5 6 7 8 9 10 Very effective 6. What is the quality of class discussion resulting from case presentation? Poor 1 2 3 4 5 6 7 8 9 10 Very High 10 Very High 8. What was the quality of learning impact of the presentation? Poor 1 2 3 4 5 6 7 8 12 9 Appendix-2c: Marking Criteria: Change Management Case (15%) General Comments: 1. Does the case illustrate one or more change management issue/dilemmas/challenges faced by management in a real organisational setting? Very little 1 2 3 4 5 6 7 8 9 10 Very much 2. Does the case provide adequate background information surrounding change management issues included in the case? Very little 1 2 3 4 5 6 7 8 9 10 Very much 3. Does the case highlight use (or failure to use) of one or more change management principles/techniques to tackle issues raised? Very little 1 2 3 4 5 6 7 8 9 10 Very much 4. Does the case raise (make salient) pertinent issues germane to successful/unsuccessful change management? Very little 1 2 3 4 5 6 7 8 9 10 Very much 5. Is the case interesting from a change management perspective? Not Interesting 1 2 3 4 5 6 7 8 9 10 Very Interesting 6. Do the four questions and model answers (200 words per answer) capture change management issues raised/addressed in the case? Very little 1 2 3 4 5 6 7 8 9 10 Very much 7. Does the title of the case capture the essence of the case? Not at all 1 2 3 4 5 6 7 8 9 10 Very much 8. Overall quality of the case to make salient change management issues/dilemmas/problems faced by real life organisations. Poor 1 2 3 4 5 6 7 8 13 9 10 Very High