ML 5389 (5048) Spring 2014 Contents: BUSML 5389 Logistics Decision Making Course Description & Goal ........................................................................................................................2 Course Text ............................................................................................................................................2 Assignment Dues Dates .............................................................................................................................3 Course Assignments General Overview ....................................................................................................3 Course Exams ............................................................................................................................................6 Course Extra Credit ....................................................................................................................................7 Course Assignment Instructions: ...............................................................................................................7 Academic Integrity.................................................................................................................................. 15 American with Disabilities Act ................................................................................................................ 16 Course Schedule Disclaimer ................................................................................................................... 17 Use of Electronic Devices ....................................................................................................................... 17 Grading Criteria ...................................................................................................................................... 18 Grading Criteria: Course Points & Letter Grade Equivalent ............................................................... 18 Course Milestones (aka Dates to Remember)........................................................................................ 18 Course Schedule ..................................................................................................................................... 19 Course Evaluation Forms: ....................................................................................................................... 22 Case Analysis Written Evaluation Form.............................................................................................. 22 Case Analysis Presentation Evaluation Form ..................................................................................... 23 Paper Elements........................................................................................................................................... 24 Final Exam: Case Analysis Evaluation Form ........................................................................................ 24 Project Written Evaluation Form........................................................................................................ 25 Paper Elements........................................................................................................................................... 25 Project Presentation Evaluation Form ............................................................................................... 26 Project Element .......................................................................................................................................... 26 Team Project Peer Evaluation Form ................................................................................................... 27 Industry organizations and journal websites of general logistics interest ............................................. 28 Revised: March 22, 2016 Filename: document1 Page 1 ML 5389 (5048) Spring 2014 LOGISTICS DECISION MAKING Instructor: Email: Class Room: Meeting Time: David Widdifield widdifield.2@osu.edu SB 315 8:00am-8:55am Office: Office Phone Meeting Days: Office Hours: Fisher Hall Rm 510 (614) 292-2757 Mon/Wed/Fri Friday: 9:00am to 11:00AM Course Description & Goal The primary objective of Logistics Decision Making is to consolidate and expand on students’ previous coursework to understand how to develop, implement, and evaluate the logistics & supply chain decision making process in a corporate setting. This course strongly emphasizes the use of critical thinking skills necessary for decision making by employing individual and team based business case analysis method as well a required course project which focuses on how actual industry practitioners use the decision process to accomplish corporate objectives. A secondary objective of the course is to introduce students to leading supply chain management theory used in the corporate environment which impact local and global market levels. Students completing the course will gain the skills necessary to analyze and address logistics and supply chain challenges and opportunities using the principles and theories discussed in this course, previous classes, as well as professional experience. Course Text A course reading packet for business case analysis is available for student purchase at the Harvard Business Publishing (HBP) site located at; https://cb.hbsp.harvard.edu/cbmp/access/23446396 each case is $3.95, you will need to purchase all 8 cases. In order to purchase the packet, you will need to register as a student in BUSML 5389 on the site first. After registering, you will have the option to receive the cases in either digital or printed format. The text we will be using for the class discussions is Autry, C. W., Goldsby, T. J., & Bell, J. E. (2012). Global Macrotrends and their Impact on Supply Chain Management. FT Press, NJ; ISBN 9780132944182. You can purchase this from either the OSU Bookstore: $80-$60 or Amazon: $24-$66. Revised: March 22, 2016 Filename: document1 Page 2 ML 5389 (5048) Spring 2014 Assignment Dues Dates Assignments will be counted for full credit when they are submitted on their assigned due dates not later than 9:00am unless noted otherwise. Note; any assignment submitted 12 hours after the due date deadline will be assessed a 50% point deduction from the assignment’s total possible points. Any Assignment submitted exceeding the due date deadline by 12 hours will not be counted for credit towards the class total. Exemptions to this policy will be provided in the event of extraordinary circumstances; however this does not include minor illnesses, schedule conflicts between school and work, tardiness, or unscheduled vacations. If you feel there is a need to request exemption from this policy, please notify me via email 12 hours prior to the due date of the assignment. Course Assignments General Overview Case analysis team write-Up: during the semester, we will discuss and analyze 8 HBP cases covering key industry issues in logistics and supply chain management. Cases are selected based on the current industry topics and trends which focus on logistics/supply chain decision making dimensions related to; operational (tactical) and strategic issues, customer and supplier markets, as well as domestic and international logistics challenges. Each case will demonstrate, in the class room environment, how the issue and resulting solution impacts a company in the area of; customer satisfaction, multichannel distribution operations, product recall, reverse logistics, supplier relationships, and sustainability. Students will self-select a team of 4 members as well as one of the assigned cases to analyze and present to the class. Each team will be presenting to the class their solution which answers either the case decision needed to be made (i.e. primary, secondary, etc.) or answer specific case questions located at the end of the case. Student teams will present their analysis to the class on the assigned date the case/topic is to be discussed (see pg 4-5). Team presentations will last approximately 20 to 25 minutes with a 15 minute follow-on class discussion of the case and topic to address ideas, opinions, or theories of the class not covered during the presentation as well has business addresses the issue. Revised: March 22, 2016 Filename: document1 Page 3 ML 5389 (5048) Spring 2014 Case analysis team write-up (cont’d): student teams will submit a soft copy of their case write-up to the Carmen dropbox by 7:00am on the date we are discussing the case. Late submissions (after 7:00am) will have a 50% deduction from the credit. The expected deliverable is not to exceed 4 lettersized (8 ½” x 11”), 1.5 line spacing, type-written pages using 10-12 pt Arial, Calibri, Times New Roman, Verdana, or similar font. Write-ups will need to have all sources (including the case) used to generate the response cited using American Psychological Association (APA) format as well as providing a detailed reference list at the end of response. Additional pages may be added for appendices, bibliography, figures, etc. Be sure to adhere to the page number limitation for the write-up to focus your team’s responses on the relevant facts and issues judged to be the most important as opposed reiterating the facts of the case. Each case will require a detailed analysis by the team to answer implied or specific questions. Do not simply repeat the case facts as your team’s solution; this will result in a 0 for the assignment. The case write-up will account for a total of 60 points towards the final grade. Case analysis team presentation: the student team will present to the class a 20-25 minute inclass presentation outlining their analysis. Teams will present to the class the summary of their case analysis developed during the write-up. Any data (e.g. academic articles, case, industry journals, periodicals, videos, or other sources of relevant information) that is relevant to the team’s response should be included in the class presentation as well. The student team will submit a soft copy of their case presentation to the Carmen dropbox by 7:00am on the date we are discussing the case. The expected deliverable is a soft copy of the MS PowerPoint slide deck. Late submissions (after 7:00am) will have a 50% deduction from the total possible points. The team’s presentation will need to have all sources used to generate the presentation cited using American Psychological Association (APA) format as well as providing a detailed reference list at the end of slide deck. The team’s presentation will account for a total of 40 points towards the final grade. Following the team’s presentation, the class will discuss the case details, external data or issues relevant to the case, questions, and possible solutions. Students or the instructor may introduce other industry related questions which are not part of the case during this period. The objective of the meeting is not to form a group decision or consensus, but the case details which include different perspectives from the class. These discussions will last approximately 15 minutes and all class members (including the instructor) are expected to contribute. Revised: March 22, 2016 Filename: document1 Page 4 ML 5389 (5048) Spring 2014 Case analysis peer assessment: All team members are required to complete a peer assessment form evaluating the performance of team member’s effort on the project. Based on this feedback the instructor may decide to adjust an individual participation grades downward which is why it is important all members contribute equally. Note; peer evaluations are to be submitted to the Carmen dropbox following the team’s case presentation no later than 11:59pm on the presentation date. Late submissions will not be accepted for credit after the deadline. This assignment will account for a total of 25 points towards the final grade. Course team project: This course includes a student team project which is the analysis and presentation to the class. Students will have an opportunity to explore how a company uses its logistics and supply chain operations to drive customer satisfaction, market expansion, and profitability. This project allow students the opportunity to better understand the types of industry decisions related logistics/supply chain topics companies must make to positively impact their company, customers, industry, and shareholders. Students will submit a written analysis and presentation of their findings; this assignment will count for a total of 220 points towards your final grade Individual case summary write-up: Each case selected for the class represent some of the most relevant supply chain issues/topics facing businesses today. Understanding how these can impact the decision making process is one of the goals of this course. All students, with the exception of the presenting team, will submit a 1-2 page (4-6 paragraphs) short paper outlining the student’s assessment of the most important issue/topic presented in the case and its impact on the company and/or industry highlighted in the case. This is not to be a summary of the case information as the goal of the task is to develop students’ skills in issue and solution assessment process. All submissions are due by 7:00am on the day the assigned case will be discussed. Responses need to be uploaded to the Carmen dropbox and must include; student’s first & last name, case name, student’s issue/topic, and how it impacts the decision process. This assignment will count for a total of 80 points towards the final grade. Participation: Student participation will be based on consistent class attendance, contribution to in-class discussions, and most importantly regularly meet with team members to discuss case analysis and course project status. Lastly, participation will include compliance with course assignment deadlines to submit components of the course’s project. Revised: March 22, 2016 Filename: document1 Page 5 ML 5389 (5048) Spring 2014 Participation (cont’d): Additionally, a students’ participation graded will also be determined by their respective team members. Any student exhibiting lack of individual effort on a team project may have her/his individual participation score reduced. Team members wishing to have an individual member’s score reduced due to lack of contribution to the group project will need to inform the instructor and submit documentation (i.e. email messages, texts, etc) to the instructor. Based on the documentation and severity, student may lose up to 70 points. Class participation will account for a total of 70 points towards your final grade. Course Exams Midterm Exam: the midterm exam will cover the classroom lectures and articles related to logistics management. This exam will consist of 60 multiple choice questions from the class lectures decks and accompanying articles posted to Carmen by week. Students will receive a review sheet prior to the exam to prepare which will list articles and topics reviewed on the test. The midterm exam will account for a total of 120 points towards the final grade. Final Exam: is an individual take home case analyses that will be selected by the instructor which will have a series of case questions at the conclusion students will need to provide a response. Response to questions will be based on information provided within the case as well as information obtained from 5 required external data sources (articles, reports, etc.) which have relevancy. The expected deliverable is not to exceed 5 letter-sized (8.5” x 11”), 1.5 spaced, type-written pages using 10-12 pt font to ensure clarity and parsimony in the student response. In addition to this document, students will receive a detailed exam instruction sheet listing all requirements for the written response. This will be provided with the case when distributing to the class. All final exam submissions will need to have sources used to generate question responses cited using American Psychological Association (APA) format (http://www.apastyle.org/learn/tutorials/basics-tutorial.aspx) as well as providing a detailed reference list at the end of response, the final case response is due on 4/14 by 8:55am. It is a strongly recommended that responses be submitted prior to the deadline via Carmen dropbox prior. Each exam will account for a total of 150 points towards the final grade. Revised: March 22, 2016 Filename: document1 Page 6 ML 5389 (5048) Spring 2014 Course Extra Credit You may earn a maximum of 10 extra credit points in the course through one of the activities listed below. These points can be earned singularly or as a combination of attendance of a student organization and article review. Note; attendance at student organizations will be confirmed by the sponsoring organization during last week of regular classes (4/21). All extra credit is due on 4/21 at 7:00am Approved extra credit activities: 1. Attend a minimum of 2 meetings of either a student (BOMS, MBLE Council, OLMA, PSMA, etc.) during the spring semester. Events are listed on the student organizations websites (5 points each meeting). 2. Article Review: Identify 2 professional articles related to supply chain management and provide an individual 1.5 to 2 page summary (deconstruction) for each article (5 points/each). Summaries should include; a. Article citation – author(s), year of publication, article title, journal, volume, number and date b. Target audience for article – academician, practitioner, researchers, or students c. Purpose of the article – change, opportunity, or problem of practice the article identifies d. Article findings – key findings or process change Course Assignment Instructions: Case analysis team preparation: student teams will select a case for analysis and presentation on 1/17/14, cases are selected on a “first come-first served” basis. After selection each team member will need to thoroughly read the case noting the decision to be made or questions to answer. Once completed, the case analysis can be broken into separate parts for each team member to ensure everyone’s participation in the assignment. After a thorough understanding of the case, it is recommended that the team go to the conclusion of the case and review what actions are required for the response. Once your team understands what is needed (decision to be made or question response), your team will take one of the actions listed below; Revised: March 22, 2016 Filename: document1 Page 7 ML 5389 (5048) Spring 2014 Case analysis team preparation (cont’d): 1. Analysis of decision based case: i. What is the decision(s) to be made in this case? This needs to be included in you 1st paragraph of the written analysis. ii. What is the opportunity or problem being faced by the firm requiring the decision needed? iii. What are the short and long term outcomes of the decision? iv. Who are the key decision makers responsible for the decision? v. Are there any other parties (e.g. board members, customers, regulatory bodies, etc.) that need to be included in the decision process? vi. What is the national and global business and economic environments which may play a role in the decision process and type? This may mean that multiple decisions would need to be made. vii. What logistics and supply chain concepts and/or tools could be helpful to the company in making the decision? viii. What are the primary, secondary, or tertiary decisions that will need to be made? ix. What are the benefits if the alternative is selected? x. Identify the “best” decision and justify your team’s reasoning for its selection. 2. Analysis of question response based case: i. What are the questions requiring a response listed the end of the case? ii. What is the opportunity or problem being faced by the firm requiring the questions to be answered? iii. What are the short and long term outcomes of each response? iv. Who is the key decision maker needed for each response? v. Are there any other parties (e.g. board members, customers, regulatory bodies, etc.) that need to be included in the response? vi. What is the national and global business and economic environments which may play a role in question answers? This may mean the development of a multiple-level response. vii. What logistics and supply chain concepts and/or tools could be helpful to the company in answering the questions? Revised: March 22, 2016 Filename: document1 Page 8 ML 5389 (5048) Spring 2014 viii. What are the primary, secondary, or tertiary answers that will need to be made? ix. What are the benefits if the alternative is selected? x. Identify the “best” answer to each question and justify your team’s reasoning for its selection. Case analysis team write-up outline: When developing your team’s written response to as case, the following outlines will ensure clarity in response. 1. Cases requiring the development of a decision and solution, student teams will need provide; i. Cover page listing the case name, team members, and date of presentation. ii. General case background information stating company, business and economic environment, and the issue, opportunity, or problem being faced. iii. The team’s primary decision to answer the opportunity, or problem being faced by the company. This includes a general discussion of the team’s alternative decisions which need to be considered as part of the primary decision. iv. Detailed explanation of the primary decision, how it addresses the issue, opportunity, or problem discussed in the case as well as a how it was developed by the team. This will include a benefit/consequence analysis and the use (i.e. citation) of specific case related information or other additional sources of data used to create the team’s response. v. Detailed explanation of alternative decisions, logic for their development, and the benefit/consequence analysis of each. Again, specific case related or external data sources will need to be cited. vi. Conclusion summarizing the team’s recommendation and how it would apply to other companies within the same market or situation. vii. Reference page listing all sources used to create the team response. Revised: March 22, 2016 Filename: document1 Page 9 ML 5389 (5048) Spring 2014 Case analysis team write-up outline (cont’d): 2. Cases requiring case question answers; i. Cover page listing the case name, team members, and date of presentation. ii. General case background information stating company, business and economic environment, and the issue, opportunity, or problem being faced. iii. Restatement of the question as the paragraph header followed by the team’s primary response to the question. This will include the use (i.e. citation) of specific case related information as well as any additional sources of data used to create the team’s answer. iv. Detailed explanation of alternative answers, logic for their development, and the benefit/consequence analysis of each. Again, specific case related or external data sources will need to be cited. v. Reference page listing all sources used to create the team response. Course project: team analysis of the logistics and/or supply chain strategy of a student team selected company with a separate logistics or supply chain unit or a logistics services provider. The purpose of this assignment is provide students with a “real world” understanding on how businesses develop logistics/supply chain management strategies to positively impact customer satisfaction, market share, and profitability. Student teams will select a company they wish to analyze with the focus of the analysis on the how the company uses logistics/supply chain operations to handle present and future challenges and opportunities of their market and sector. Companies should be selected based on student team interest as well as access to company data which consists of; personnel interviews of corporate personnel, prior work experience, and public records. Students can obtain company contact information for interview purposes from either the Fisher College of Business’ Career Management Office or from their personal networks (e.g. employment, family, internship, etc.). Revised: March 22, 2016 Filename: document1 Page 10 ML 5389 (5048) Spring 2014 Course project (cont’d): The student team’s focus for this assignment will be on what and how a company addresses a supply chain challenge or opportunity which can affect the company, its competitor actions, market potential, and supply chain operations. Note; this project is not a general informational overview of a company, industry, market, or sector. In preparation for project, students will be given time in class to meet with team members on a weekly basis. Additionally, students are strongly encouraged to use the onsite and remote resources of OSU’s libraries (http://library.osu.edu). There are many excellent resources which can provide you with a majority of the data needed for the project. Companies considered for the project must be large companies (revenues >$500 million USD) or third party logistics (3PL) providers (revenues > $60 million USD). The company selected for the course project must be publicly traded on one of the major stock exchanges (e.g. Dow, NASDAQ, SP, etc.) to ensure access to adequate public data on the company. Below are some suggested companies which could be used for this project; Abercrombie and Fitch CH Robinson Dow Chemical Exel Logistics FedEx Limitedbrands Wal-Mart Company selection will need to be approved by the instructor in order to ensure a good representation of the industries, sectors, and supply chain networks/operations. Company selections by teams need to be submitted to the instructor by 1/24/14. Additionally, a portion of the student’s participation grade will be linked to the team’s compliance with selection of a company the assigned due date. This will account for a total of 20 points of the participation grade Revised: March 22, 2016 Filename: document1 Page 11 ML 5389 (5048) Spring 2014 Course project Requirements: When analyzing the team’s selected company, students will want to focus on the following components; 1. company background 2. market 3. market share 4. key competitors 5. logistics/supply chain organization In the discussion of the logistics/supply chain organization section the presentation and written portion will need to review how the company employs specific logistics and/or supply chain strategies (i.e. distribution network, order fulfillment, etc.) or systems (global trade management, supplier relationship management, etc.) to take advantage of potential opportunities and challenges within the industry. The team will need to ensure their analysis discusses whether or not the company is prepared to handle future market changes (e.g. market decline, new customer markets, new product development, etc.). Student teams selecting to interview company personnel will need to submit interview questions to the instructor by 3/21/14 to review for accuracy and validity. This can be submitted via the Carmen dropbox, feedback will be provided by 3/26/14 with any suggestions for modification prior to distribution to company personnel. When scheduling interview s, be sure to set-up conference calls or meetings during days and times convenient to your interviewee. If possible, plan to conduct on-site interviews as this will give the team a good sense of the corporate culture. Course project written analysis: all teams will need to submit a soft copy of their written analysis to the Carmen dropbox by 11:59pm the day prior to the team’s presentation. The paper should consist of a 6-8 letter sized (8 ½” x 11”), 1.5 line spacing, type-written pages using 12 pt Arial, Calibri, Times New Roman, Verdana, or similar font. Written work will need to have all sources used to generate the paper cited within the paper using American Psychological Association (APA) format as well as providing a detailed reference list at the end of the paper. The team’s paper will account for a total of 120 points towards the final grade. Revised: March 22, 2016 Filename: document1 Page 12 ML 5389 (5048) Spring 2014 Course project written analysis (cont’d): The next section outlines the detailed instructions for the written response; i. Cover page listing the company name, team members, and date of presentation. ii. General company background information including: a. Company history b. Customer markets c. Competitors d. Market volume for sector e. Market volume listing company’s share by revenues and percentage f. Primary products or services g. Top 3-5 competitors iii. The company’s logistics or supply chain organization discussing how it is used to service its customers. iv. Discussion of current and emerging challenges or opportunity within the company’s markets. v. Discussion of team’s assessment as to whether or not company’s logistics or supply chain organization is prepared to handle current and emerging challenges. vi. Team’s recommendation on how the company can better prepare its logistics or supply chain organization for short and long term challenges. vii. Conclusion summarizing the team’s recommendation and how it would apply to other companies within the same market or situation. viii. Reference page listing all sources used to create the team response. Course project presentation: in addition to the written analysis, student teams will conduct a 15 minute in-class presentation summarizing their analysis of the chosen company. Teams will use data from the written analysis as the basis for this project. The objective of this project is to share their results with the class and as well as sharpen individual presentation skills. The team’s PowerPoint presentation will need to be uploaded to the Carmen dropbox by 11:59pam the day prior to the team’s presentation. All presentations will need to have all sources used to generate the presentation cited using American Psychological Association (APA) format as well as providing a detailed reference list at the end of slide deck. The presentation will account for a total of 100 points towards the final grade. Revised: March 22, 2016 Filename: document1 Page 13 ML 5389 (5048) Spring 2014 Course project peer assessment: part of the course project requirement is the completion of a peer assessment form by all members of the project team evaluating the level of effort by team members on the project. Based on this feedback student participation grade may be adjusted down. Peer evaluations are to be submitted to the Carmen dropbox by 11:59pm on the date of the project presentation. Failure to submit your peer assessment form after this deadline will result in point deductions listed on page 2. This will account for 25 points towards the final grade. Final exam response: 1. In general the final exam response will be similar to the cases requiring questions to be answered, each student will need provide; i. Cover page listing the case name, team members, and date of presentation. ii. General case background information stating company, business and economic environment, and the issue, opportunity, or problem being faced. iii. Restatement of the question as the paragraph header followed by the team’s primary response to the question. This will include the use (i.e. citation) of specific case related information as well as any additional sources of data used to create the team’s answer. iv. Detailed explanation of alternative answers, logic for their development, and the benefit/consequence analysis of each. Again, specific case related or external data sources will need to be cited. v. Reference page listing all sources used to create the team response. Revised: March 22, 2016 Filename: document1 Page 14 ML 5389 (5048) Spring 2014 Individual case summary write-ups: analysis of the cases by individual students for this assignment will be similar to the case analysis by teams specified on pages 6-7. Once the student has conducted the case analysis, the write-up will use the below outline. Note: summaries of cases with questions to be answered do not need to be answered in the individual case summary write-up. i. Cover page listing the case name, student name, and date of analysis. ii. General case background information stating company, business and economic environment, and the issue, opportunity, or problem being faced. iii. Student’s perception of the issue, opportunity, or problem being faced by the firm and how it could be resolved. This would include student’s logic for its development. iv. Discussion of alternative decisions, if any, logic for their development and the benefit/consequence analysis of each. v. Reference page listing all sources used to create the student’s response. Academic Integrity It is important to your success in the class and university that all individual class assignments, exams, or written papers are to be your own work. Academic integrity is essential to maintaining an environment that fosters excellence in teaching, research, and other educational and scholarly activities. Thus, the Ohio State University and the Committee on Academic Misconduct (COAM) expect that all students have read and understand the University’s Code of Student Conduct, and that all students will complete all academic and scholarly assignments with fairness and honesty. Students must recognize that failure to follow the rules and guidelines established in the University’s Code of Student Conduct and this syllabus may constitute “Academic Misconduct.” The Ohio State University’s Code of Student Conduct (Section 3335-23-04) defines academic misconduct as: “Any activity that tends to compromise the academic integrity of the University, or subvert the educational process.” Examples of academic misconduct include (but are not limited to) plagiarism, collusion (unauthorized collaboration), copying the work of another, and possession of unauthorized materials during an examination. Ignorance of the University’s Code of Student Conduct is never considered an “excuse” for academic misconduct, so I recommend that you review the Code of Student Conduct and, specifically, the sections dealing with academic misconduct. Revised: March 22, 2016 Filename: document1 Page 15 ML 5389 (5048) Spring 2014 If I suspect that a student has committed academic misconduct in this course, I am obligated by University Rules to report my suspicions to the Committee on Academic Misconduct. If COAM determines that you have violated the University’s Code of Student Conduct (i.e., committed academic misconduct), the sanctions for the misconduct could include a failing grade in this course and suspension or dismissal from the University. If you have any questions about the above policy or what constitutes academic misconduct in this course, please contact me. Other sources of information on academic misconduct (integrity) to which you can refer include: 1. The Committee on Academic Misconduct web pages (http://oaa.osu.edu/coam.html) 2. Ten Suggestions for Preserving Academic Integrity (http://oaa.osu.edu/coamtensuggestions.html) 3. Eight Cardinal Rules of Academic Integrity (http://www.northwestern.edu/provost/students/integrity/rules.html) American with Disabilities Act If you have a disability, as defined by the Americans with Disabilities Act (ADA), which requires special classroom/course accommodation or auxiliary aids, please inform me of your needs during the first week of class so that I can take appropriate action. Students requiring special accommodations will need to provide the instructor the proper university documentation regarding her/his disability. For more information on Ohio State University’s policies and procedures concerning student disabilities, please visit the Office of Student Life’s Disability Services website; http://ods.osu.edu. Revised: March 22, 2016 Filename: document1 Page 16 ML 5389 (5048) Spring 2014 Course Schedule Disclaimer The schedule, policies, and assignments contained in this course syllabus or on the course website are subject to change in the event of extenuating circumstances, class progress, or by mutual agreement between the instructor and the students. Use of Electronic Devices The use of electronic devices (cell phones, digital recorders, laptops, tablet PC, or other similar device) is prohibited during class discussion, lectures, or presentations. Use of these devices during class periods creates a disorderly or distracted environment taking away from the course content, goals, or information (see OSU Code of Student Conduct, § 3335-23-04 Prohibited Conduct Policy, http://trustees.osu.edu/rules/code-of-student-conduct/3335-23-04.html). All electronic devices are to be powered down, set to vibrate and stowed during to the class period; students using these devices during class will be asked to put these away. Failure to comply with this request may result in the student’s dismissal from the class and loss of any in-class points (including and not limited to exams, presentations, etc). Additionally, if you do need to electronically record any portion of the discussion, lecture, or presentation you will need to obtain the instructor’s authorization 24 hours prior to the event and use of recording device. Space Intentionally Left Blank Revised: March 22, 2016 Filename: document1 Page 17 ML 5389 (5048) Spring 2014 Grading Criteria Assignment Midterm Exam Final Exam Case Write-Up Case Presentation Individual Case Summaries Project Write-Up Project Presentation Peer Assessment Points 120 150 60 40 80 120 100 50 Due Date 2/28/14 4/14/14 Per Class Schedule Per Class Schedule Per Class Schedule Per Class Schedule Per Class Schedule Per Class Schedule Participation Total Points 70 790 NA NA Comments 60 Multi-Choice NA NA NA 10 pts. per write-up NA NA 25 pts. per submission – case analysis and course project See note on page 5 NA Grading Criteria: Course Points & Letter Grade Equivalent Point Total Range Letter Grade 752-790 728-751 673-727 649-672 625-648 594-624 562-593 546-561 515-545 491-514 467-490 0-466 A AB+ B BC+ C CD+ D DE Source: OSU Graduate School (MBLE program): http://www.gradsch.osu.edu/4.2-marks-grades.html OSU Undergraduate Programs: http://trustees.osu.edu/rules/university-rules/rules8/ru8-21.html OSU-Marion Campus Calculation: https://www.google.com/url?q=http://osumarion.osu.edu/sites/default/files/Policies Course Milestones (aka Dates to Remember) 1/17/14: 1/20/14: 1/24/14: 2/21/14 2/28/14: 3/10-14/14: 4/14/14: 4/18-25/14: Revised: March 22, 2016 Filename: document1 Selection of team member and business case MLK day – no classes Selection of company for course project Midterm review session Midterm exam Spring break – no classes Final exam analysis due Course project presentations Page 18 ML 5389 (5048) Spring 2014 Course Schedule Week 1 Date 1/6/14 Topic/Case Course Introduction (pt1) Assignment Description/Issue See syllabus posted to Carmen. Class overview, structure, and case analysis outline. 1 1/8/14 Course Introduction (pt2) Ch. 1 Autry, Goldsby, & Bell See syllabus posted to Carmen. Class overview, structure, and case analysis outline. 1 1/10/14 Supply Chain Definition and Strategy (pt1) 2 1/13/14 Supply Chain Definition and Strategy (pt2) 2 1/15/14 2 1/17/14 Understanding the implications of Logistics Decision Making and Supply Chain planning No formal class Team meeting day – no formal class 3 1/20/14 MLK Holiday – No class None 3 1/22 Logistics Decision Making (pt1) 3 1/24 Team Meetings & Status Updates Determination of logistics’ value to the corporation, customer, and supplier. Review of strategic factors which influence logistics decisions, categorization of decisions, and level/role of decision maker. Mandatory class attendance 4 1/27/14 Logistics Decision Making (pt2) 4 1/29/14 4 1/31/14 5 2/3/14 Student Analysis: SCM at Int’l Automotive Team Meetings & Status Updates Demand Management (pt1) 5 2/5/14 Demand Management (pt2) 5 2/7/14 Team Meetings & Status Updates No formal class Revised: March 22, 2016 Filename: document1 Review of supply chain and influence decisions can have customers, corporation, and suppliers. Supplemental articles available on Carmen. Review of supply chain and influence decisions can have customers, corporation, and suppliers. Supplemental articles available on Carmen. Ch. 6 Autry, Goldsby, & Bell A review of how market trends impact the decision process for logistics and supply chain management. Supplemental articles available on Carmen. Due: selection of team members and business case Due: selection of company for course project Determination of logistics’ value to the corporation, customer, and supplier. Review of strategic factors which influence logistics decisions, categorization of decisions, and level/role of decision maker. Examine the various elements of supply chain management (SCM) for improvement opportunities. Mandatory class attendance Review of consumer demand and how inventory planning and product placement are used to meet customer service level. Supplemental articles available on Carmen. Review of consumer demand and how inventory planning and product placement are used to meet customer service level. Supplemental articles available on Carmen. Page 19 ML 5389 (5048) Spring 2014 Week Date Topic/Case 6 2/10/14 Inventory Management (pt1) 6 2/12/14 Inventory Management (pt2) 6 2/14/14 7 2/17/14 Team Meetings & Status Updates Student Analysis: Movie Rental Business 7 2/19/14 Warehousing (pt1) 7 2/21/14 8 2/24/14 Team Meetings & Status Updates Midterm Review Warehousing (pt2) 8 2/26/14 8 2/28/14 Student Analysis: Warehousing Strategy at Volkswagen Group Canada Inc. Midterm Exam 9 3/3/14 Student Analysis: Zappos 9 3/5/14 International Logistics (pt1) 9 3/7/14 3/10-14/14 Team Meetings & Status Updates Spring Break – no classes 10 3/17/14 International Logistics (pt2) 10 3/19/14 Student Analysis: Wal-Mart and Bharti: Transforming Retail in India 10 3/21/14 Team Meetings & Status Updates No formal class Revised: March 22, 2016 Filename: document1 Assignment Description/Issue Purpose of inventories & review of inventory management strategies. Supplemental articles available on Carmen. Purpose of inventories & review of inventory management strategies. Supplemental articles available on Carmen. Mandatory class attendance The objective of this case is to discuss how different business models of demand and supply chain structures impact firms. In particular, the goal is to convey how the characteristics of the product (recent, existing, or mature) affect supply chain strategy. Purpose and type of warehousing used to support supply chain strategies. Supplemental articles available on Carmen. Mandatory class attendance Purpose and type of warehousing used to support supply chain strategies. Supplemental articles available on Carmen. Explore issues involving capacity analysis in a supply chain as well as the operational challenges companies face related warehousing and distribution Ch. 2 Autry, Goldsby, & Bell Ch. 11Autry, Goldsby, & Bell Review of an internet retailer that has grown rapidly, but faces significant issues, including scope of product offerings, supply chain costs, customer service costs, and scalability Review of the importance of international logistics to companies competing in the global market place. Supplemental articles available on Carmen. Mandatory class attendance Review of the importance of international logistics to companies competing in the global market place. Supplemental articles available on Carmen. Explore the opportunities and challenges associated with international logistics related to foreign retail markets. Gain an understanding on the impact of government politics on business decisions. Page 20 ML 5389 (5048) Spring 2014 Week Date Topic/Case Assignment Description/Issue 11 3/24/14 Reverse Logistics Ch. 4 Autry, Goldsby, & Bell 11 3/26/14 Student Analysis: Nokia India: Battery Recall Logistics 11 3/28/14 12 3/31/14 Team Meetings & Status Updates Supplier Relationship Management Discussion on the importance of reverse logistics operations on brand image, customer satisfaction, and profitability Supplemental articles available on Carmen. Develop an effective product recall/reverse logistics plan to ensure preparedness for a recall situation; understand the key criteria for success of product recall systems; understand the interface of management action and the logistics system under a crisis situation Mandatory class attendance Ch.7 Autry, Goldsby, & Bell 12 4/2/14 Student Analysis: Outsourcing at DB Toys 12 4/4/14 13 4/7/14 13 4/9/14 Team Meetings & Status Updates Multi-channel distribution and the rise of e/m commerce impacts on logistics/supply chain management Contemporary Supply Chain Management Discussion of supplier relationship management necessary for customer satisfaction and profitability. Includes risk and sustainability assessments. Supplemental articles available on Carmen. Review of the different types of supplier relationships used for outsourcing, in the supply chain, examines the benefits and risks of outsourcing. Mandatory class attendance 13 4/11/14 14 4/14/14 14 4/16/14 Student Analysis: Shanzhai ("Bandit") Mobile Phone Companies 14 4/18/14 Course Project Presentation (2) 15 4/21/14 Course Project Presentation (2) 15 4/23/14 Course Project Presentation (2) 15 4/25/14 Course Project Presentation (2) Team Meetings & Status Updates Final Case Analysis Due Revised: March 22, 2016 Filename: document1 Ch. 9 Autry, Goldsby, & Bell Discussion of the impacts on logistics/supply chain operations presented by this emerging distribution channel of products. Supplemental articles available on Carmen. Discussion of how contemporary supply chains are designed and modified to meet changing customer markets and maintain profitability. Additionally, we’ll explore the emerging impacts of sustainable business practices. Supplemental articles available on Carmen. Mandatory class attendance All responses due at 8:55am Review of integrating product marketing, product development and supply chain management. Examines the need for an agile supply chain needed in the fiercely competitive global market. Page 21 ML 5389 (5048) Spring 2014 Course Evaluation Forms: Case Analysis Written Evaluation Form Alternative decision strategy or question response used: 0 1 2 3 4 5 6 7 8 9 10 Cited documentation within response and provided reference page: 0 1 2 3 4 5 6 7 8 9 10 Followed all formatting listed in syllabus: 0 1 2 3 4 5 6 7 8 9 10 Identified key problems to be answered in first paragraph: 0 1 2 3 4 5 6 7 8 9 10 Provided detailed explanation and information for each decision or question response: 0 1 2 3 4 5 6 7 8 9 10 Well written without grammar or spelling errors: 0 1 2 3 4 5 6 7 8 9 10 Score:___/60 Comments:______________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Revised: March 22, 2016 Filename: document1 Page 22 ML 5389 (5048) Spring 2014 Case Analysis Presentation Evaluation Form Documentation cited in presentation and reference slide included: 0 1 2 3 4 5 6 7 8 Knowledge of the case by all members: 0 1 2 3 4 5 6 7 8 Organization of presentation, smooth transition between speakers: 0 1 2 3 4 5 6 7 8 Quality of slide visuals, not confusing or difficult to read: 0 1 2 3 4 5 6 7 8 Question handling, all members comfortable with audience questions: 0 1 2 3 4 5 6 7 8 Score:___/40 Comments:______________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Revised: March 22, 2016 Filename: document1 Page 23 ML 5389 (5048) Spring 2014 Final Exam: Case Analysis Evaluation Form Name Case Title Date Points Possible 5 Points Awarded 30 45 15 25 20 10 Paper Elements Page Limit: Did the paper meet the page limit? Response provided to all questions: Did the analysis respond to all questions? Case question responses included key facts and external data in analysis: Included use of; case background detail necessary to understand the challenge/opportunity to be answered? Review of key players and roles of each impacting response to case answer? Use of external data related to case for response development. Quality of alternatives: Provided primary, secondary, or tertiary alternatives to question response when appropriate? Included key facts used in development if alternative? Was each of the alternatives presented listing benefits/consequence analysis? Written clearly: Was the paper written using clear language, free of grammar and spelling error? Did the paper provide a cover sheet listing; author(s), case, and date? Were the pages numbered? Were all responses cited using APA format? Included reference page? Selection of 5 external sources: Use of 5 additional references to generate response to case questions? Followed format: Did the paper follow the format outlined in the course syllabus? Total Points Comments: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Revised: March 22, 2016 Filename: document1 Page 24 ML 5389 (5048) Spring 2014 Project Written Evaluation Form Team Company Points Possible Points Awarded 5 15 20 20 20 20 15 5 Paper Elements Page Limit: Observed page limit specified in syllabus? Company Background: Did the paper provide sufficient details on the company’s origins, lines of business, and current operations. Was the information presented in a clear and concise manner? Market: Does the paper provide specific and accurate details regarding the company’s market with the following attributes: 1. 2. 3. 4. 5. Size of market (number of companies, total sales dollars, etc) Company’s position strategy within market (leader, follower, laggard) Challenges/opportunities/problems associated with the market Technology and/or tools needed to enter and remain in the market Performance measures used to evaluate companies in the market 6. Types of interaction with other markets (cross-over markets/products) Market Position: What is the company’s share of the market in terms of percentage and sales? Is the company planning to enter into new markets? What are the planned goals for new market in percentage and sales? What types of information could be added to the course to help prepare students who are interested in this type of position? 1. Strategic level information 2. Operational level information 3. Personal development information Key Competitors: Who does the company view as existing key competitors in their market (top 3 or 5)? How much of the market does its competitors control in terms of percentage and sales. Who does the company view as emerging competitors? What actions is the company taking to neutralize existing and emerging threats to market share? Logistical Organization: What type of logistics organization does the company use to support the company (3rd party, internal, or combination)? What type of services does the logistics organization provide to the company (distribution, transportation, Import/Export, etc)? Potential Opportunities and Challenges: What does the company view as opportunities and challenges which exist in the market (top 3 or 5)? What actions is the company taking to capitalize on opportunities and minimize challenges? Paper Documentation: Are all facts/figures properly documented within paper using standard notation? Does paper include bibliography? Total Points Revised: March 22, 2016 Filename: document1 Page 25 ML 5389 (5048) Spring 2014 Project Presentation Evaluation Form Team Company Points Possible 20 Points Awarded 20 20 20 20 Project Element Organization and Preparation: Clear, action-oriented objective stated up front; complete and accurate audience analysis; ideas sequenced logically and smoothly; comfortable with the material; no manuscript; questions answered skillfully; effective ending summary; and time limit observed Visual Aid Usage: Appropriate to audience and setting; appropriate to topic and content; readability assured through adequate size and clarity; paraphrased rather than read visual; design simple, clean and appealing; and error free Delivery – Overall: Eye contact used; irritating non-words avoided; stories and language appropriate to audience; appropriate dress; body language appropriate; confident appearance; conversational tone – not recited; and clear articulation Delivery - Specific: Easy open posture, strong not slouched; movement free and natural; face relaxed; breathing deep; strong projection – not forced; passion for ideas; maintained strong connection to audience; adjusted presentation to accommodate needs of the audience; and watched/listened to audience throughout the presentation Content: Information accurate and current; major points included; major points adequately supported and developed; and statistics, anecdotes, and/or quotes used cited. Provided reference slide Total Points Comments: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Revised: March 22, 2016 Filename: document1 Page 26 ML 5389 (5048) Spring 2014 Team Project Peer Evaluation Form Name:________________________ Date:___________ Case:______________________________ Team Name:_________________ Project:_____________________________ Team Name:_________________ Group member’s name: ______________________________ Inactive Disruptive 1 1 2 2 3 3 4 4 5 5 6 6 7 7 Active Constructive 7 7 Active Constructive 7 7 Active Constructive 7 7 Active Constructive 7 7 Active Constructive Group member’s name: ______________________________ Inactive Disruptive 1 1 2 2 3 3 4 4 5 5 6 6 Group member’s name: ______________________________ Inactive Disruptive 1 1 2 2 3 3 4 4 5 5 6 6 Group member’s name: ______________________________ Inactive Disruptive 1 1 2 2 3 3 4 4 5 5 6 6 Group member’s name: ______________________________ Inactive Disruptive 1 1 Revised: March 22, 2016 Filename: document1 2 2 3 3 4 4 5 5 6 6 Page 27 ML 5389 (5048) Spring 2014 Industry organizations and journal websites of general logistics interest Source Type Website Bureau of Transportation Statistics Governmental Agency www.bts.gov U.S. Department of Transportation Governmental Agency www.dot.gov American Society of Transportation and Logistics (AST&L) Professional Organization www.astl.org APICS The Association for Operations Management Professional Organization http://www.apics.org/default.htm Council of Supply Chain Management Professionals (CSCMP) Professional Organization http://www.cscmp.org Institute of Supply Management Professional Organization http://www.ism.ws Reverse Logistics Association Professional Organization http://www.rltinc.com American Shipper Trade Journal http://www.americanshipper.com/asdaily Canadian Transportation & Logistics Trade Journal http://www.ctl.ca DC Velocity Trade Journal http://www.dcvelocity.com Inbound Logistics Trade Journal www.inboundlogistics.com Industry Week Trade Journal http://industryweek.com Internet Retailer Trade Journal http://www.internetretailer.com/home Logistics Management Trade Journal http://www.logisticsmgmt.com Logistics Today Trade Journal http://www.logisticstoday.com Retailing Today Trade Journal http://www.retailingtoday.com Supply Chain Brain Trade Journal Supply Chain Digest Trade Journal http://www.supplychainbrain.com/content /index.php http://www.scdigest.com/index.php Transport Topics Trade Journal www.transporttopics.com Revised: March 22, 2016 Filename: document1 Page 28