Course program Spring (V)12 MTTN45/TFRN60 - Humanitarian Logistics Course responsible: Professor Marianne Jahre Page | 1 Welcome to the course Why would you want to choose this course? You want to work abroad in challenging contexts The humanitarian world needs good logisticians The course combines practice and theory with teachers who practiced as logisticians in the Tsunami, Pakistan, Haiti,.. It is the first time this course is offered at LTH It is an interactive course with lectures and case discussions No exam, but project task to be handed in at end of course ….you’d like to do something different Knowledge and understanding For a passing grade the student must: be able to use theories, models and tools to describe, analyse and evaluate supply chains in a humanitarian context. This means that the students will have: an overall picture of specifics about the humanitarian context and how this (may) impact on the design of the supply chain an understanding of the relationships between key elements in the supply chain and how to use it in this particular context capacity to understand, explain, and compare a set of specific models for managing the humanitarian supply chain and understanding of how to measure performance and implement changes to improve overall supply chain efficiency basic knowledge of information and documentation requirements Skills and abilities For a passing grade the student must independently be able to: methodically analyse needs and how they impact on supply chain design use established technical terms to communicate and discuss supply chain related issues in the humanitarian context put into practice models and tools presented in the course use reference literature and scientific publications to analyse, evaluate and develop solutions Judgement and approach For a passing grade the student must: have acquired self-confidence and deeper insight into the humanitarian logistics area be confident with methods to be used for the analysis of humanitarian supply chains be able to apply critical thinking to humanitarian logistics problems have developed their interest in humanitarian logistics issues have improved their insight into the role of logistics in the humanitarian context Page | 2 MTTN45 - Humanitarian Logistics: Lp 2, V12 for - 7,5 ECTS Contents The humanitarian context: actors, activities and resources involved in disaster relief; designing, managing and measuring supply chains; sourcing and procurement; outsourcing and cooperation with logistics service providers, coordination needs and means; infrastructure, transportation and warehousing; trends in logistics/SCM strategies and structures. Credits: 7,5 Grading scale: TH Cycle: A Language of instruction: The course will be given in English Course coordinator/s: Professor Marianne Jahre E-mail: marianne.jahre@tlog.lth.se Recommended prerequisites: MTT105/F01 Logistics, MTTN01 Logistics in the Building Process or minimum 3 years of experience working with logistics Assessment: To qualify for a final grade, the student must have completed a compulsory project and cases. Evaluation of course performance is based on the project and participation in class. Parts: 2. Home page: http://www.tlog.lth.se Aim The course will give students fundamental and advanced knowledge about humanitarian logistics and the design, management and measurement of supply chains in the humanitarian context with focus on disaster preparedness and response. The scope of the course is to provide an overview of the specific context of humanitarian logistics and a set of important available concepts, models and tools. The course will furnish an understanding of the important role of logistics and supply chain management in the humanitarian context. It will also convey the knowledge and skills to methodically analyse needs, and consequently to design, manage and measure the supply chain. The proposed approach is designed to give the participants specific information that they can add to their general logistics knowledge, to better understand how humanitarian logistics operates. This can provide the basis for the participant to become involved in, and hopefully improve, humanitarian logistics as a practitioner, supplier or researcher. Content Lectures and facilitation: Student work: (project task/reading/case) Examiner Page | 3 47 hours 153 hours Marianne Jahre Course responsible Marianne Jahre - easiest to reach by e-mail. Phone: +4746410475 (Norway) E-mail: marianne.jahre@tlog.lth.se Course lecturers From industrial management and logistics MJ Marianne Jahre marianne.jahre@tlog.lth.se AP Ala Pazirandeh ala.pazirandeh@tlog.lth.se JK Joakim Kembro joakim.kembro@tlog.lth.se From HvD IH DD Everywhere Humanitarian Response and Logistics Services Hetty van Doorn Hetty.vanDoorn@everywhereservices.org Ian Heigh Ian.Heigh@everywhereservices.org Dan Dieckhaus Dan.Dieckhaus@everywhereservices.org Guests Svein Hapnes, Senior Business Analyst (SCM), UNHCR GSC, Budapest, hapnes@unhcr.org Alexander Blecken, Procurement Specialist at UNICEF, Copenhagen, alexander.blecken@gmail.com Course secretary Högskolesekr. Jessica Arvidsson Phone: 046 - 222 9151 E-mail: Jessica.Arwidsson@tlog.lth.se Department of Industrial Management and Logistics M-house offices 4 vån (3rd floor). For mail: Teknisk logistik, LTH, Box 118, 221 00 Lund For visits: Ole Römers väg 1 Fax: 046 - 222 4615 Website: www.tlog.lth.se Page | 4 Relevant information To be found in the website of the department. Click "Courses", then go to lp 4 and click on the course name. In order to have full access to all information about the course, you need a password which is hl_student, Password: MTTN45 Literature Articles provided by the department (at course website) ahead of course. There may be additional articles, case, presentations handed out during the course. Depending on students’ previous education and experience, we recommend one or more of the following books as a basis: Tomasini, R. and van Wassenhove, L. (2009) Humanitarian Logistics, INSEAD Business Press and Palgrave Macmillan, UK Simchi-Levi, D., Kaminsky, P. and Simchi-Levi, E. (2004) Managing the supply chain: The definitive guide for the business professional, McGraw-Hill Christopher, M. (2010) Logistics and Supply Chain Management, 4th edition, Financial Times Prentice Hall Compulsory course components 1. Project task: You must attend all discussions/presentations. 2. Cases and participation in class: You must attend all presentations and discussions. 3. Lectures: In principle all lectures are compulsory and you must apply to the course responsible in case you cannot attend. Evaluation and grading Project task Cases and participation in class weight 67% (5 ECTS) weight 33% (2,5 ECTS) Project Task By independently choosing and working with projects, the students are trained in small groups in identifying, theorizing, analyzing and understanding problems related to humanitarian logistics and supply chains. Information sources will be internet, reports, etc. and they can choose between issues related to supply chain design, management and measurement. Cases and participation in class In the assignment/case studies, the students will work in groups to analyze and solve cases and to write and orally present and participate in discussions. Page | 5 Schedule (Can be due to change) Module Date Time Place Subject Responsible HvD/MJ 1 13.03 09-12 Mx2(a+b) Structure & content of the course Humanitarian Context and activities 2 14.03 08-12 MD Strategic & tactical planning Hand-out of IFRC-case IH/MJ 3 14.03 13-17 MD Accountability and performance measurement MJ 4 15.03 13-17 MD Sourcing & procurement AP/MJ 5 20.03 08-12 ME International Transport & use of 3PL in principle and practice SH/MJ 6 20.03 15-17 Mx2(a+b) Course responsible available for supervision. Students work with project task part 1. MJ 7 27.03 8-12 M:E Warehousing & materials management JK 8 24.04 08-12 ME Distribution mechanisms in principle and practice MJ 9a 24.04 15-17 MD Coordination in principle MJ 9b 25.04 15-17 MD Coordination and accountability in practice HvD 10a 08.05 08-12 Mx2(a+b) Main Case 1 IH/ DD/HvD MJ 10b 09.05 08-12 MD Main Case 2 IH/ DD/HvD MJ 10c 10.05 08-12 Mx2(a+b) Main Case 3 IH/ DD/HvD MJ 11 10.05 15-17 Mx2(a+b) Student project presentations MJ st 6 13.03 – 08.05 Read, prepare for lectures and work with project. Hand-in 1 part 15.4. Hand-in 2nd part 10.5. Work with IFRC-case, hand-in 8.5. Students/ MJ Normal teaching hours: starts 15 minutes past announced timing. Each teaching ‘hour’ is 45 minutes followed by 15 minutes break, but this may be adjusted to fit with the content and structure and will be informed accordingly. Page | 6 Project Task (67%) With basis in the teaching materials (literature, report(s), lectures and mini-cases/examples) for each module, students are to form groups of 4 and make reflection notes on what you have learnt and how this can be used in future work in the humanitarian context. This task constitutes 2 hand-ins and 1 presentation. Part 1 (25%): The objective is: identify issues and challenges for each module 1, 2, 3, 4, 5, 7 and how theoretical concepts, models and tools suggested in the according literature can be applied. The deliverables are: Document in Word-format handed in electronically. Reasonable length per module is 2-3 type-written pages on paper size A4, with line spacing of 1 ½ lines. Recommended layout is 5 cm left margin, 1 cm right margin, 2 cm at the top of the page and 3 cm at the bottom. All pages must be numbered. An abstract should be provided as well as a table of contents directly following the front page. Hand-out 13th March, Hand-in 15th April by e-mail to marianne.jahre@tlog.no. In addition you are to individually fill in the evaluation forms for each module and hand in together with the reflection note. Part 2 (25%): The objective is: identify issues and challenges for each module 8 and 9 and how theoretical concepts, models and tools suggested in the according literature can be applied. In addition you are to summarise the course overall, presenting an overview of modules 1-9 and how you see they are linked as well as providing feedback on the course itself according to a given format handed out. The deliverables are: Document in Word-format handed in electronically. Reasonable length per module/summary is 2-3 type-written pages on paper size A4, with line spacing of 1 ½ lines. Recommended layout is 5 cm left margin, 1 cm right margin, 2 cm at the top of the page and 3 cm at the bottom. All pages must be numbered. An abstract should be provided as well as a table of contents directly following the front page. Hand-in 10th May by e-mail to marianne.jahre@tlog.no. In addition you are to individually fill in the evaluation forms for each module and the overall course and hand in together with the reflection note. Presentations (17%): The students will make a presentation of one module each and hand in power-point slides with facilitator notes. Groups will be selected for presentation on 10th May. Case assignments (33%) Case 1: 14th March-8th May. Case 2: Interactive exercise with compulsory participation and deliverables 8th-10th May. Page | 7 Module 1: INTRODUCTION: THE COURSE & THE HUMANITARIAN CONTEXT (3hrs) Learning Objective: Students should have an overall picture of specifics about the humanitarian context and how this is linked to humanitarian logistics and supply chain management in disaster response. Topics: The course outline with modules and concepts SCM in Disaster Response The humanitarian context - trends and challenges The operational context – doing logistics in the field Literature: Compulsory articles: GHA Report 2011, Global Humanitarian Assistance, Development Initiatives, UK, http://www.globalhumanitarianassistance.org/report/gha-report-2011 Beiser, V. (2010) Organizing Armageddon: What We Learned From the Haiti Earthquake, Wired Magazine, 19th April. Majewski, B., Navangul, K.A. and Heigh, I. (2010) A Peek into the Future of Humanitarian Logistics: Forewarned is Forearmed, Supply Chain Forum: An International Journal, 11(3), 4-20. Film: Inside Disaster: Part 1: Emergency (50 mins) Recommended readings: Tomasini and van Wassenhove (2009) Chapter 1 & 2; Simchi-Levi et al. (2004) Chapter 1 & 9; Christopher (2010) Chapter 1, 10 & 14 Page | 8 Module 2: STRATEGIC & TACTICAL PLANNING (4hrs) Learning Objective: Students should have an understanding of strategic and tactical planning in the humanitarian context and how this (may) impact on disaster response performance. Topics: Main resources needed and activities (process) undertaken in humanitarian supply chains Preparedness/Response/Recovery: Strategic and tactical planning in practice – examples The permanent and temporary supply chain and links with preparedness, response and recovery Design principles: Agility, Adaptation and Alignment: pull versus push applications in disaster response. Literature: Compulsory articles: Lee, H.L. (2004) The Triple-A Supply Chain, Harvard Business Review, October, 102-112. Jahre, M. and Heigh, I. (2008) Does the Current Constraints in Funding Promote Failure In Humanitarian Supply Chains? Supply Chain Forum: An International Journal, 9(2), 44-54. Case: Jahre, M. (2008) The Organisational Change of Logistics in International Federation of the Red Cross Red Crescent Societies (IFRC) - A Case Study, Unpublished, BI Norwegian School of Management. IFRC Logistics (2010) Logistics 2015. Strategic Plan 2011-2015. Providing Service to deliver Strategy 2020. IFRC, Geneva. Recommended readings: Tomasini and van Wassenhove (2009) Chapter 3; Simchi-Levi et al. (2004) Chapter 2, 3 & 4; Christopher (2010) Chapter 4, 5, 6, 7 & 8 Page | 9 MODULE 3: ACCOUNTABILITY AND PERFORMANCE MEASUREMENT (4hrs) Learning Objective: Students should understand the importance of accountability in the humanitarian sector, how it links with visibility and transparency and how performance measurement can support accountability. Topics: The importance of accountability - benefits How to ascertain accountability - challenges o The Humanitarian Principles – Defining the Humanitarian Space o Importance of information for accountability o Evaluations – basis for accountability Example of evaluating disaster response – lessons learned from Haiti How performance measurement can support accountability Improving supply chain performance through measurements Literature: Compulsory articles: Persson, G. (1995) Logistics Process Redesign: Some Useful Insights, The International Journal of Logistics Management, 6(1), 13-26. Hofman, D. (2007) Supply Chain Measurement: Turning Data into Action, Supply Chain Management Review, November, 20-26 Recommended readings: Tomasini and van Wassenhove (2009) Chapter 5; Simchi-Levi et al. (2004) Chapter 8; Christopher (2010) Chapter 2 & 3 Page | 10 Module 4: SOURCING & PROCUREMENT (4hrs) Learning Objective: Students should know how to work with sourcing and procurement strategy and process in the humanitarian context with particular focus on new developments such as local sourcing, supplier relationships, framework agreements and procurement centres. Topics: Sourcing and procurement process in the humanitarian context o Determining specifications in the humanitarian context o Selecting suppliers in the humanitarian context o Contracting and negotiation in the humanitarian context o Ordering in the humanitarian context o Follow-up and supplier evaluation in the humanitarian context Global vs. Local sourcing strategies Supplier relationship management UN procurement and cooperation in procurement Literature: Compulsory articles: Jahre, M. and Spens, K. (2007) Buy Global Or Go Local –That’s The Question!, Proceedings from the 1st conference of humanitarian logistics November CCHLI, UK Thomas, A. and Fritz, L. (2006) Disaster Relief, Inc., Harvard Business Review, November. International Trade Center (2001) Humanitarian and Development Procurement - A Vast and Growing Market, International Trade Forum, available at: http://www.tradeforum.org/Humanitarian-and-Development-Procurement---A-Vast-and-Growing-Market, (accessed February 2012) Recommended readings: Simchi-Levi et al. (2004) Chapter 6 & 7; Christopher (2010) Chapter 9 & 10 Page | 11 Module 5: INTERNATIONAL TRANSPORT & 3PL (4hrs) Learning Objective: Students shall have a set of tools for working with transport strategy and process in the humanitarian context, focusing new developments such as 3PL and development of relationships with service providers, transport contracting and use information technology as well as choice of alternative transport modes. Topics: Use of commercial service providers – reporting from previous research Relationship development and transparency Transport tendering, contracting and management in humanitarian practice Specific challenges of using LSPs in humanitarian practice Literature: Compulsory articles: Hammervoll, T. and Bø. E. (2010) Shipper-carrier integration – Overcoming the transparency problem through trust and collaboration, European Journal of Marketing, 44(7/8), 1121-1139. Fabbe-Costes, N., Jahre, M.and Roussat, C. (2008) Towards a Typology of the Roles of Logistics Service Providers as ‘Supply Chain Integrators’, Supply Chain Forum: An International Journal, 9(2), 28-43. Recommended readings: Tomasini and van Wassenhove (2009) Chapter 7; Simchi-Levi et al. (2004) Chapter 5; Christopher (2010) Chapter 11 & 13 Module 6: SUPERVISION AND STUDENT WORK (2hrs) Page | 12 Module7: WAREHOUSING & MATERIALS MANAGEMENT (4hrs) Learning Objective: Students shall have a good understanding of warehousing and materials management in the field in the humanitarian context – planning, receiving, maintenance and distribution of stock. Topics: Prepositioning and inventory management The levels of warehousing: global, national and per operation Risk pooling Forecasting, uncertainties and safety stock Field solutions Literature: Egan, M.J. (2010) Private goods and services contracts: Increased emergency response capacity or increased vulnerability?, International Journal of Production Economics, Vol. 126, 46-56. Recommended readings: Tomasini and van Wassenhove (2009) Chapter 3; Simchi-Levi et al. (2004) Chapter 2 & 4; Christopher (2010) Chapter 4 & 10 Interactive exercise Page | 13 Module 8: DISTRIBUTION MECHANISMS IN PRINCIPLE AND PRACTICE (4hrs) Learning Objective: Students should understand challenges in disaster relief distribution, the various solutions to overcome the challenges and important issues to take into considerations. Topics: Distribution in the humanitarian context: truck/airdrop/using water-based, collections and cash Planning for distribution: coordination and cooperation with communities (humanitarian versus military and commercial) Distribution modes – fleet management; packaging Safety and security Quality and accountability Literature: Compulsory articles: Martinez, A.J.P, Stapleton, O. and van Wassenhove, L. (2011) Field vehicle fleet management in humanitarian operations: A casebased approach, Journal of Operations Management, Vol.29, 404-421 Film: Insidedisaster.com: Part 2: Relief (50 mins) Recommended readings: Simchi-Levi et al. (2004) Chapter 8; Christopher (2010) Chapter 2 Page | 14 Module 9a+b: COORDINATION AND ACCOUNTABILITY (2*2hrs) Learning Objectives: Students should understand the needs for and possible solutions to coordination challenges and how this links with accountability, neutrality and impartiality. Topics: Coordination and cooperation in preparedness and response Challenges of coordination and the mechanisms suggested to solve them Q&A on working in the humanitarian world Division of tasks and roles, accountability and coordination – introduction to interactive exercise Interactive exercise Literature: Compulsory articles: Jahre, M. and Jensen, L-M. (2010) Coordination in Humanitarian Logistics Through Clusters, International Journal of Physical Distribution and Logistics Management, 40(8/9), 657-674 Recommended readings: Tomasini and van Wassenhove (2009) Chapter 4, 5 & 6; Simchi-Levi et al. (2004) Chapter 10; Christopher (2010) Chapter 11 & 12 Interactive exercise Page | 15 Module 10a+b+c: MAIN CASE (3*4hrs) Module 11: PRESENTATIONS OF PROJECTS (2hrs) Page | 16