Education 615-O: Project Management and Implementation Fall 2012, Hills South 275 Thursdays 4-6:30 p.m. Instructor: Cristine Smith Office Hours: 264 Hills House South, Wednesdays noon-2 p.m. E-mail: cristine@educ.umass.edu Purpose and Objectives of the Course The purpose of this course is to help participants prepare to manage international development education projects. The course will cover both theory and practice of managing projects, and participants and instructor will have a chance to talk about their past experiences in project management. By the end of the course, participants will be able to: 1. articulate their philosophy of and approach to management, leadership and implementation of education projects 2. explain which management tools they would utilize in managing project implementation, why they would use these tools, and how they would adapt them based on culture, gender and other relevant factors. Some of the specific topics to be covered will include: The difference between management and leadership Balancing scope, resource and time for the optimal project quality Managing staff and building teams Cultural and gender differences in management Overseeing budgets and work plans Dealing with consultants, stakeholder and advisory groups, and funders Tools for facilitating meetings, participatory decision making Disseminating information, outcomes and products of the project Dealing with corruption in project management Technological tools for managing projects Course requirements, evaluation and grading This course requires the active participation of all class members: listening as well as talking, helping others develop their ideas, and expressing your own thoughts in class discussions and small-group work. Regular, ON-TIME attendance and participation is required to receive the full 25% towards your grade. For your participation to be helpful to everyone, it is essential that you attend all classes and complete the required readings before class. Please let me know in advance if you EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 1 must miss a class. If you do, I expect you to talk with classmates to get handouts and an update on what was learned in class; you may find it helpful to talk with more than one person. I encourage you to use my office hours as a time for us to discuss your paper, the readings or questions you have about the course. All assignments are due when indicated. Proofreading your work and catching mistakes is a sign, to me, of thoroughness and academic rigor. You will be graded on a pass-fail basis, UNLESS you wish to have a grade. If you want a grade for this course, you must let me know via Moodle course website (NO EMAILS!) by September 17, 2012. After this date, no changes will be made in your grading status (i.e., you can’t ask me for a grade, rather than pass-fail, 3 weeks before the end of the class, nor can you ask me for pass/fail rather than a grade after September 17, 2012) The specific course requirements/ assignments, along with the grading calculation for each, are presented below. The purpose of the two written assignments is that you will leave the class with something that you can refer to later when you are actually managing a project: a philosophy of management and leadership, along with a set of tools (one of which you will have facilitated in the class) that you can use to manage. Requirement Participate in class Demonstrate a participatory management technique Write a paper on your Philosophy and Approach to Management, Leadership and Implementation Description Grade Calculation 25% Be fully prepared to participate in class by coming to all class sessions on time, having read the assignments for each session, and being ready to discuss them critically. In small groups of 3 or 4, using a participatory management technique found in the Kaner book, lead the class in a discussion/decision-making activity on a topic of your choice. We will set up a schedule for these demonstrations after the class starts. 25% Write a 3 page single-spaced essay about your own philosophy and (anticipated) approach to project management. Include references to any existing theories, research or approaches from the literature. DUE October 25, 2012. EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 20% 2 Make and share a “toolkit” of the Management Tools You Will Use Create a “toolkit” (a table with backup documents) listing the favorite tools you anticipate using as a project manager (such as specific workplans, charts, decision-making tools, negotiation tools, meeting techniques, etc.), including the name of the tool, a brief description of the tool, why and when you would use it, and how you would adapt each tool based on culture, gender and other relevant factors. There is no page limit on this, but a good toolkit would probably run between 7-10 pages of table (single-spaced) DUE December 6, 2012. Everyone will make copies of their “toolkit” for others in the class, and we will have round-robin sharing on December 6 in class. 30% Required Readings and Texts There is one book required for purchase for this course, which can be found at Food for Thought books in downtown Amherst. Kaner, S. (2007). Facilitator’s Guide to Participatory Decision-Making (Second Edition). Jossey-Bass I will place all other readings for the course on the SPARK course website, and you will be able to download and/or print out readings from the site. If you are officially registered in the course, you are automatically allowed into the course website. If you are auditing, see me so that I can permit you to enter the website. ALL course readings, by date, are available on the SPARK website. There will also be handouts that I may give during class. You will turn in ALL assignments via SPARK. I will not accept e-mailed or paper copies of your assignments. If you have never used SPARK before, see me after class or ask another student to show you how to get into the course website from the UMass home page. Incompletes Students who are unable to complete course requirements within the allotted time because of severe medical or personal problems may request a grade of Incomplete from me by Thursday, November 15, 2012. Normally, incomplete grades are warranted only if a EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 3 student is passing the course at the time of the request and if the course requirements can be completed by the end of the following semester (May 2013). If I grant you an incomplete, I will require, by November 15, a one-page write-up from you including 1. a description of the work that remains to be completed, 2. a description of how you intend to complete the unfinished work, and 3. the date by which the work is to be completed. Accommodation Statement The University of Massachusetts Amherst is committed to providing an equal educational opportunity for all students. If you have a documented physical, psychological, or learning disability on file with Disability Services (DS), Learning Disabilities Support Services (LDSS), or Psychological Disabilities Services (PDS), you may be eligible for reasonable academic accommodations to help you succeed in this course. If you have a documented disability that requires an accommodation, please notify me within the first two weeks of the semester so that we may make appropriate arrangements. Academic Honesty Statement Since the integrity of the academic enterprise of any institution of higher education requires honesty in scholarship and research, academic honesty is required of all students at the University of Massachusetts Amherst. Academic dishonesty is prohibited in all programs of the University. Academic dishonesty includes but is not limited to: cheating, fabrication, plagiarism, and facilitating dishonesty. Appropriate sanctions may be imposed on any student who has committed an act of academic dishonesty. Instructors should take reasonable steps to address academic misconduct. Any person who has reason to believe that a student has committed academic dishonesty should bring such information to the attention of the appropriate course instructor as soon as possible. Instances of academic dishonesty not related to a specific course should be brought to the attention of the appropriate department Head or Chair. Since students are expected to be familiar with this policy and the commonly accepted standards of academic integrity, ignorance of such standards is not normally sufficient evidence of lack of intent. EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 4 Date and Focus of Class September 6: Session One Overview September 13: Session Two Setting the Context: Development Education Projects September 20: Session Three Philosophy of Leadership September ?: Session Four CLASS POSTPONED TODAY BECAUSE OF CIE RETREAT: NEED TO RESCHEDULE! Philosophy of Management October 4: Session Five Core Project Management Roles, Tasks and Tools October 11: Session Six Readings to be completed Assignments Due No Readings -- PM4DEV: Introduction to Project Management (19 pages) -- Thomas: What makes good development management? (12 pages) Crawford, et al: A day in the life of a development manager (7 pages) Wiggins: Against the Odds: Managing Agricultural Projects in Africa. Evidence from Sierra Leone and Zambia (13 pages) Kaplan: Leadership and Management (18 pages) -- Senge: The Leader’s New Work, Chapter 18 from The Fifth Discipline (21 pages) Bolman and Deal: Reframing Leadership, Chapter 20 from Reframing Organizations: Artistry, Choice and Leadership (18 pages) Suda: Linking Strategy, Leadership and Organization Culture for Project Success (9 pages) Sign up in class to lead a participatory decision making activity. Smith: A Power Framework for Project Management (9 pages) Stoner and Wankel: The Evolution of Management Theory, Chapter 2 (23 pages) SABES: Notes on Four Approaches to Management: Structural, Human Resource, Political, Symbolic (18 pages) PM4DEV: The Project Management Cycle (14 pages) -- PM4DEV: The Project Management Processes (17 pages) Sample Logframe, Gantt Chart, Action Plan, Logic Model Kaner, et al: Part I: Grounding Principles from Facilitator’s Guide to Participatory Decision Making (31 pages) EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 5 -- Balancing scope, resource and time for the optimal project quality October 18: Session Seven Managing staff and building teams; dealing with funders, consultants, stakeholder and advisory groups October 25: Session Eight Tools for facilitating meetings, participatory decision making: Working with Groups November 1: Session Nine ME IN GAZA Tools for facilitating meetings, participatory decision making: Team Work November 8: Session Ten ME IN GAZA Overseeing budgets and workplans; Dealing with corruption in project management Wilemon and Baker: Some Major Research Findings Regarding the Human Element in Project Management (11 pages) Berkun: The Art of Project Management: How to Make Good Decisions (17 pages) Thamhain and Wilemon: Team Building in Project Management (12 pages) Gadeken: Project Teams for the 21st Century: Myths versus Realities (17 pages) Kormanski: A Situational Leadership Approach to Groups Using the Tuckman Model of Group Development (8 pages) Kaner, et al: Part II: Facilitator Fundamentals from the Facilitator’s Guide to Participatory Decision Making (Specific chapters to be assigned) Packet: Group Problem Solving/Decision Making tools Kaner, et al: Part II: Facilitator Fundamentals from the Facilitator’s Guide to Participatory Decision Making (Specific chapters to be assigned) First Paper Due: Your Philosophy and Approach to Management, Leadership and Implementation First student demonstration Second student demonstration Packet: Team Work Tanaka: Corruption in Education Sector Development: A Suggestion for Anticipatory Strategy (8 pages) Berkun: The Art of Project Management: What to do when things go wrong (21 pages) Hallak & Poisson: Ethics and Corruption in Education: An Overview Kramer: Corruption & Fraud EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 6 Third student demonstration November 15: Session Eleven Cultural and gender differences in management Anbari, et al: Cross Cultural Differences and their Implications for Managing International Projects (8 pages) Fourth student demonstration Fowler: Human Resource Management November 29: Session Twelve Fifth student demonstration Kendrick: Writing Skills-Clarity (30 pages) Report writing; disseminating information about the project December 6: Session Thirteen Skim two examples of project reports ATLAS 2008 annual report Literacy for Life Final Report No readings Toolkit Table due: The Management Tools You Will Use Technological tools for managing projects Copies of your toolkit to share and talk about with others Sharing Toolkits Final assignments are due on December 6, 2012, the last day of class. Any assignments turned in after 5:00 pm on Friday, May 14, will not be graded before the Fall 2012 grading deadline, and you may receive an incomplete for the class, but ONLY if we have previously agreed to this (see above re: Incompletes). EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 7 Education 615-O: Project Management and Implementation Format: Management “Toolkit” Table Name of Management Tool When and Why to Use Brief Description of Tool EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 8 How to Adapt for Culture, Gender or other Relevant Contextual Factors Name of Management Tool When and Why to Use Brief Description of Tool EDUC 615-O, Project Management and Implementation Cristine Smith: 264 Hills House South; 545-2731; Office hours Wednesdays 1-4 pm, cristine@educ.umass.edu 9 How to Adapt for Culture, Gender or other Relevant Contextual Factors