SCM 2160 – Section A04 Course Outline SUPPLY CHAIN AND OPERATIONS MANAGEMENT
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SCM 2160 – Section A04 Course Outline SUPPLY CHAIN AND OPERATIONS MANAGEMENT
SCM 2160 – Section A04 SUPPLY CHAIN AND OPERATIONS MANAGEMENT Course Outline Fall 2015 Instructor Name: Phone: Email: Office: Office Hours: Room #: Class Time: Debbie Finney (204) 791-3897 [email protected]; 356 Drake 30 minutes after each class or by appointment 117 Drake Tuesday (1:00 – 2:15) and Thursday (1:00-2:15) Course Description Operations management concerns the management of the transformation process involved in turning inputs (material, customers, information, staff, and facilities) into outputs (goods and services). It is the management of the core of an organization and bridges the gap between vision and execution. Strategic, tactical, and operational decisions regarding the designing, planning, direction, and control of facilities, processes and activities are all elements of the operations management function. This course covers the basic concepts of these features. Course Objectives The objective of this course is to introduce you to the fundamental concepts of operations management from a general management perspective. Although you may not be involved in the direct management of operations in current or future employment, it will be useful to understand the problems and complexities faced by operations managers. As well, everyone in an organization is affected by, and affects, the activities occurring under the operations and supply chain management umbrella. A major objective of this course is to have you see what part you play in this realm in whichever career path you may choose. At the conclusion of this course, you should appreciate that operations management is not simply a set of well-understood ‘nuts-and-bolts” techniques. Rather, it is primarily a management discipline that is strategically important for survival in today’s more competitive environment. 1 Course Material Jacobs, F.R., Chase, R.B, and Balakrishnan J. (2013), Operations & Supply Chain Management: The Core – 2nd Canadian Edition. Toronto: McGraw-Hill Ryerson Package of cases and readings Methods of Instruction The main method of instruction for this course will be the analysis and discussion of case studies; each highlighting an operations management situation in which a decision must be made in light of a number of trade-offs and alternatives. These in class discussions require active student participation. Class time will be devoted to discussing the situation, the managerial and technical implications of various options, and the action to be taken to implement preferred options. There is no right answer to a case but there are definitely approaches that address the issues and recognize the trade-offs involved. Ultimately, your job, as a student, is to put yourself in the position of the decision maker and address the issue of what should be done and why. You should be able to justify your decisions and opinions with information obtained through the required readings and class lectures. For some classes, additional readings may be recommended. Although not mandatory, these readings will help you to further understand the concepts addressed in the case study. For most case discussions, you have been assigned some “Questions for Consideration”. These questions are for guidance to help you focus on certain aspects of a particular case. At a minimum, you should be ready to address each question in class. Preparation is key to successful case study participation. It is recommended that you set aside at least 2 hours to read, reflect, and prepare your contributions. Other methods of instruction include: exercises, lectures, assignments, site visits, and group presentations. Performance Evaluation Class Participation Case Preparation Case Study Assignment Mini-Test Group Presentation Final Exam 30% 10% 15% 5% 10% 30% (8 x 1.25% each) 2 Class Participation Participation is a very important element of this course. With 30% of your overall mark based on your level of participation during case studies, it is critical that you come prepared to be involved in class discussions. Although you are expected to attend every class, attendance is not the same as participation. I expect you to participate by making a useful and justified contribution for each case study. In general, a useful contribution helps push the understanding of the class forward. Examples include, but are not limited to, being involved in a discussion of case materials, arguing your point of view during a case discussion, asking a relevant question, suggesting an alternate viewpoint, or redirecting our attention to something else in need of discussion. Outlined in the course content section of this syllabus are the class dates where participation marks will be awarded. Please make yourself familiar with these dates. Marks will be given on a scale of 0 to 6 based on the grading rubric below. Every attempt will be made to post your scores on D2L within 2 days of the discussion. However, there may be the odd occasion where you receive your marks later than anticipated. For your participation mark it is important to note that quantity does not equal quality. Comments which are relevant and reflect the understanding of the case and other students’ insights will garner more marks than comments that provide little elaboration or reasoning. In the unlikely event that you are not able to make it to class for one of these dates please email me or let me know before the class. Your participation mark will be prorated, at my discretion, based on your participation during the remainder of the course. Class Seating and Name Cards. In order to objectively grade you for your class participation I will need to learn your names quickly. By the beginning of the second session please choose a permanent seat for the semester. As well, I will be providing you with name cards which you are to bring and place at your seat for each session. Guidelines for Evaluating Participation: 6 – Student comes to class prepared and puts together pieces of the discussion to develop new approaches that take the class further; contributes in a very significant way to ongoing discussion: keeps analysis focused, responds very thoughtfully to other students' comments, contributes to the cooperative argument-building, suggests alternative ways of approaching material and helps class analyse which approaches are appropriate; participates very actively in small groups. 5- Student comes to class prepared and makes comments which are relevant and reflect an understanding of the course material; comments frequently and helps move the conversation forward; shows interest in and respect for others’ views; actively and respectfully listens to peers and instructor; participates actively in small groups. 4 – Student comes to class prepared but only occasionally contributes to class discussion; comments sometimes enhance the conversation but do little to move it forward. Nevertheless, the student shows interest in the discussion, listens attentively, and takes notes. Student participates actively in small groups (Continued next page) 3 3- Student demonstrates some class preparation but does not voluntarily contribute to discussions and offers only minimal answers. Student sometimes displays a lack of interest in discussions and occasionally offers comments to move the conversation forward in small groups. 2 – Student demonstrates a complete lack of preparation, may radiate negative energy via bored language, and displays a lack of interest in the class and groups. 0 – 1 Student participates in discussions but may talk too much, continually interrupts other students or instructor with digressive questions, and demonstrates a lack of preparation. Student sometimes displays a lack of interest in the discussion and offers little to conversations in small groups. Case Preparation As a means of facilitating your understanding of the case studies and assisting in your class discussions, you will be required to submit a small analysis of any eight (8) of the nine (9) case studies that we will be covering in class. Your brief analysis should be approximately 125 words in length and should discuss what you feel are some basic issues of the case and their impact. No quantitative analysis is required. You must personally submit this to me prior to each applicable class. Applicable case studies are: 1) National Cranberry Cooperative 2) MacPherson Refrigeration 3) McLeod Motors 4) Illustrious Corporation 5) Deutsche Allgemeinversicherung (DAV) 6) Zara: IT for Fast Fashion 7) ITC e-Choupal 8) IDEO Product Development 9) Agile Electric: Quality Issues in a Global Supply Chain Case Study Assignment: Chad’s Creative Concepts At the mid-term point of the semester I will provide you with a short case study entitled “Chad’s Creative Concepts”. You will be expected to answer the questions posed regarding the case. The assignment will be valued at 15%. You must answer and submit your assignment into the UM Learn course drop box by October 22nd at 1:00 pm. In answering the question you may draw reference to any readings, case studies or lecture topics that we have discussed to enhance your justification. Please familiarize yourself with the grading rubric for this assignment, posted on UM Learn. Please note that when citing sources you must use APA guidelines and familiarize yourself with the Academic Integrity note at the end of this document. Assignments that demonstrate plagiarism will receive an automatic fail. Your assignment must be approximately 250 words per question, type written, and double spaced. Please title your document: Assignment# 1_ your last name (Example: Assignment #1_Finney) and ensure that your name is listed at the top of each page. The case study and questions will be posted on UM Learn. 4 Mini-Test Mini-Tests are short, multiple chose tests based on the assigned readings for a number of sessions but not the content of any cases. There will be one mini-test, consisting of 30 questions, during the semester which will be valued at 5%. It will be administered twice, first individually (75%) and then as a group exercise (25%). This serves two purposes. First, it encourages you to be prepared to do your fair share in upcoming group activities. Second, it should increase your group’s level of understanding of the assigned study material. More detail about the mini-test requirements and procedures will be specified in a separate handout posted on UM Learn. There will be no extension given for the mini-test Group Presentation Within a small group (or alternate arrangements made), you will be expected to visit one operation in the Winnipeg area. Your group will be responsible for making arrangements for this visit (including choosing a site and lining up contacts). You will be given a release form that must be signed prior to this visit. If you do not sign the release form you are not allowed to join your group on your site tour. During the final 3 days of the course, a 15 - 20 minute presentation will be given by each group discussing the observations that were made during these site visits. More details regarding the expectations and requirements for this assignment will be provided mid-way through the course. This presentation is worth 10% of your final grade. Final Examination The examination will be designed to test your knowledge of the assigned readings, cases and text material. The exam will consists of reasonable open-questions (e.g., case scenarios, long answer, and short answer), quantitative calculations, and multiple choice questions, designed to allow you to demonstrate what you know, rather than feeding back memorized facts. I will not be directly testing details of the cases we discuss in class, but I will assume you have a basic understanding of each case. As we approach exam time, I will provide a handout with more detail about the nature of the exam. Please note that the only electronic device allowed will be a calculator and the only other material allowed will be an English language dictionary. Any other items require my permission well before the exam. The exam will be worth 30% of your final mark. Also, please note the following statement from the University of Manitoba, Undergraduate Calendar, Academic Schedule: “Students are reminded that they must remain available until all examination and test obligations have been fulfilled.” 5 Other Information: Final Grades. Final grades will be assigned as follows; Cumulative Marks 90-100 80-89 75-79 70-74 65-69 60-64 50-59 Below 50 Grade A+ A B+ B C+ C D F GPA 4.5 4.0 3.5 3.0 2.5 2.0 1.0 0.0 Performance Excellent Very Good Good Satisfactory Marginal Unsatisfactory Unsatisfactory Unsatisfactory Materials Available on Desire2Learn (D2L) – Learning Management System The course will be set up in D2L. Here you will find presentations, hand-outs, grades and the discussion boards. Follow the instructions below to log into D2L: 1. Go to http://www.umanitoba.ca/d2l 2. Log into D2L using your username and password 3. If you are having problems, contact IST Help and Solutions Centre. Phone: (204) 474-8600, or email: [email protected] 4. Once logged on to D2L, click on the following course title: “SCM-2160-A04-Supply Chain and Operations Management” Note: No extensions will be provided for assignments, mini-tests, and/or group presentation. If you have a valid medical certificate for missing any of the exercises mentioned above, your score will be adjusted to the final exam. You will be allowed to a Def. final exam if you provide proper medical documentation to the administrative office. Please see the course homepage in UM Learn for a medical absenteeism form. 6 Course Content Date CLASS PREPARATION ACTIVITIES September 10 Outline is available online only. Please bring to class Review and discuss course outline September 15 Be ready to discuss how to prepare for a case session and expect to discuss a small case in class Preparing for case discussions Case: Hillview Hospital: The Hand Soap Decision (Handed out in class) *Participation marks applicable* September 17 Readings: Jacobs et al., Chapters 1 & 2 Lecture: What is Supply Chain and Operations Management? September 22 Readings: Harvard Business Review Articles: Process Fundamentals and Capacity Analysis (in case package) Instructions: 1. Study the material thoroughly and make certain that you understand the concept, examples, and terminology 2. Be prepared to explain the concepts to the class or apply the concepts to similar material in class Lecture: Process Fundamentals and Capacity Analysis Additional Readings: Read Jacobs et al., Chapters 4 & 6 7 Process and capacity planning exercises September 24 CASE: National Cranberry Cooperative (Abridged) (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: National Cranberry Cooperative *Participation marks applicable* - Calculate the capacity for each stage in the process. See UM Learn for the template September 29 Reading: The Goal: Synchronous Operations (case package) - Read and prepare to discuss reading in class. Use “questions for consideration” to guide your preparation (see below) The Goal: Synchronous Operations discussion *Participation marks applicable* Mini-Test Chapters 3, 8, 9,10 & 11 October 1 October 6 October 8 Demand Management and Forecasting Reading: Jacobs et al., Chapter 3 Lecture: Demand management and forecasting. Aggregate Production Planning Reading: Jacobs et al., Chapter 9 Lecture: Aggregate production planning Group exercises Group exercises *Participation marks applicable October 13 CASE: MacPherson Refrigeration (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: MacPherson Refrigeration *Participation marks applicable (There is a worksheet available on UM Learn to help with calculations) 8 October 15 Inventory Management Reading: Jacobs et al., Chapter 10 & pages 168-170 Lecture: Inventory Management October 20 CASE: McLeod Motors (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: McLeod Motors Master Production Scheduling & Materials Requirement Planning Reading: Jacobs et al., Chapter 11 Lecture: Master production scheduling and materials requirement planning October 22 *Participation marks applicable* MRP exercises Case Study Assignment: “Chad’s Creative Concepts” Due in UM Learn Dropbox by 1:00 pm Deadline October 27 October 29 November 3 CASE: Illustrious Corporation (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) - Complete the MRP for the next ten weeks (There is a worksheet available on UM Learn to help with your calculations) Case: Illustrious Corporation Lean Principles Reading: Jacobs et al., Chapter 12 Lecture: Lean Principles Quality Management Reading: Jacobs et al., Chapter 8 Be prepared to discuss and/or do in-class group exercises based on the assigned reading Lecture: Quality Management *Participation marks applicable* Lean Simulation Quality Tools exercises 9 November 5 November 10 November 12 November 17 November 19 November 24 November 26 CASE: Deutsche Allgemeinversicherung (DAV) (Case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) - Calculate the 3 sigma control limits for the process Supply Chain Management Strategies Reading: Jacobs et al., Chapter 13 Case: Deutsche Allgemeinversicherung (DAV) CASE: Zara: IT for Fast Fashion (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: Zara: IT for Fast Fashion CASE: ITC e-Choupal (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: ITC e-Choupal Project management Reading: Jacobs et al., Chapter 5 Lecture: Project Management Case: IDEO Product Development (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: IDEO Product Development CASE: Agile Electronics (case package) - Read and prepare to discuss case in class. Use “questions for consideration” to guide your preparation (see below) Case: Agile Electric: Quality Issues in a Global Supply Chain *Participation marks applicable* Lecture: Supply chain management strategies *Participation marks applicable* *Participation marks applicable* Group exercises 10 *Participation marks applicable *Participation marks applicable December 1 Presentations December 3 Presentations December 8 Presentations Case/Reading Preparation (Listed in chronological order) CASE: National Cranberry Cooperative (Abridged) (case package) Questions for Consideration: 1. Identify the production capacities at each stage of the process. Please do your analysis in barrels and barrels per hour (Note: bbls. = barrels). See UM Learn for the template 2. What are the current bottlenecks and how might they change? 3. As Mel O’Brien, what facilities changes, if any, would you propose for RP1 for the 1981 season? What influences your decision? 4. How would you implement your plan? The Goal: Synchronous Operations Instructions: 1. Record the interesting observations you make throughout the reading and prepare to discuss in class 2. What happens after lunch when the fastest ends up at the front of the line and the slowest at the back? Did throughput improve? What happened to the inventory? Why? 3. How does Alex fix the line of scouts? What happens to the line? What happens to the inventory? Why? 4. How does the group further improve the process? CASE: MacPherson Refrigeration Limited (case package) Questions for Consideration: 1. What are the relevant trade-offs at MacPherson 2. Construct an aggregate plan better than the ones shown in the case 3. What criteria and assumptions did you use? 4. How flexible is your plan? 5. How would your plan change if MacPherson produced to order rather than to stock? 6. What effect does the timing of peaks have? 7. What effect would additional periods have? 11 CASE: McLeod Motors Questions for Consideration: 1. What are some examples of specific form/function inventory combinations at McLeod Motors? 2. Prepare a process flow of the BN-88-55 production process. Identify where Work-in-Process (WIP) inventory exists in the system. 3. Why might the WIP inventory level at McLeod Motors have increased? 4. As Sue Reynolds, what action would you recommend to John Ingram? CASE: Illustrious Corporation (case package) Questions for Consideration: 1. What is the different between dependent and independent demand? 2. As Nancy Barfield, prepare the operating plan for the next ten weeks (There is a worksheet available on UM Learn to help with your calculations) 3. What does your plan tell you and what might you do about it? CASE: Deutsche Allgemeinversicherung (case package) Questions for Consideration: 1. Why is DAV using Statistical Process Control (SPC)? What are the primary challenges in applying SPC to a service industry compared with manufacturing? 2. How large should each sample be for the experiment described by Schoss and Kluck? 3. The first twelve weeks of the data in Exhibit 4 represent the diagnostic period for the Policy Extension Group. What are the 3-sigma control limits for the process? In which of the subsequent weeks is the process out of control (if any?) 4. As Annette Kluck, what are your specific implementation plans? How do you intend to begin improving the performance of the operation? CASE: Zara: IT for Fast Fashion (case package) Questions for Consideration: 1. As Mr. Salgado, what will you do concerning the issue of upgrading the POS terminals? Will you upgrade to a modern operating system? Should the POS applications be rewritten to include any additional functionality? If so, what functionality? 2. In your opinion, what are the most important aspects of Zara's approach to information technology? Are these approaches applicable and appropriate anywhere? If not, where would they not work well? 3. What benefits does Inditex/Zara get from its IT infrastructure? How difficult would it be for a competitor to acquire these same benefits? 4. What current or potential weaknesses do you see in Zara's IT infrastructure and IT strategy? 12 CASE: The ITC e-Choupal Initiative (case package) Additional Reading: If you have time, you might want to check out the ITC website (222.itcibd.com) Questions for Consideration: 1. What was ITC's motivation for creating the e-Choupal? 2. What were the old and new physical flows and information flows in the channel? 3. What principles did ITC employ as it built the newly-fashioned supply chain? 4. What barriers did ITC face in embarking on this project? 5. As Mr. Sivakumar, how do you plan to proceed to develop this platform for the future? CASE: IDEO Product Development (case package) Questions for Consideration: 1. How would you characterize IDEO's process, organization, culture, and management? 2. As Dennis Boyle, what advice would you give to David Kelley and why? That is, should IDEO accept the Visor project as is (on a dramatically reduced schedule)? Should they try to persuade Handspring's management to change its aggressive launch schedule? Or, should they simply decline the project? Please consider both the IDEO and Handspring perspectives. CASE: Agile Electric: Quality Issues in a Global Supply Chain Questions for Consideration: 1. Should the complete recall/field failure and associated costs be charged to the tiered suppliers? 2. Was Automek’s decision to source the business from Agile a good one? Did Agile make the right call in accepting the contract? 3. Do you see internal quality practices as having a major role in the case, considering all the supply chain members? Are ISO9000 and TS16949 necessary and sufficient conditions for adequate process knowledge and diffusion of internal quality practices? 4. Would Agile receive any benefits if it invested resources in developing its suppliers? Who is responsible for accelerating the implementation of quality practices in lower-tier suppliers? Why were ECPL and BIPL not interested in improving their processes and manufacturing practices? 13 Academic Integrity It is critical to the reputation of the I.H. Asper School of Business and of our degrees that everyone associated with our facility behaves with the highest academic integrity. As the faculty that helps create business and government leaders, we have a special obligation to ensure that out ethical standards are beyond reproach. Any dishonesty in our academic transactions violates this trust. The University of Manitoba Graduate Calendar addresses the issue of academic dishonesty under the heading “Plagiarism and Cheating”. Specifically, acts of academic dishonesty include, but are not limited to: ▪ Using the exact words of a published or unpublished author without quotation marks and without referencing the source of these words ▪ Duplicating a table, graph or diagram, in whole or in part, without referencing the source ▪ Paraphrasing the conceptual framework, research design, interpretation, or any other ideas of another person, whether written or verbal (e.g. personal communications, ideas from a verbal presentation without referencing the source) ▪ Copying the answers of another student in any test, examination, or take-home assignment ▪ Providing answers to another student in any test, examination, or take-home assignment ▪ Taking any unauthorized materials into an examination or term test (crib notes) ▪ Impersonating another student or allowing another person to impersonate oneself for the purpose of submitting academic work or writing any test or examination ▪ Stealing or mutilating library materials ▪ Accessing tests prior to the time and date of the sitting ▪ Changing name or answer(s)on a test after that test has been graded and returned ▪ Submitting the same paper or portions thereof for more than one assignment, without discussions with the instructor involved Many courses in the I.H. Asper School of Business require group projects. Students should be aware that group projects are subject to the same rules regarding academic dishonesty. Because of the unique nature of the group projects, all group members should exercise special care to insure that the group project does not violate the policy on Academic Integrity. Should a violation occur, group members are jointly accountable unless the violation can be attributed to a specific individual(s) Some courses, while not requiring group projects, encourage students to work together in groups (or at least do not prohibit it) before submitting individual assignments. Students are encouraged to discuss this issue as it related to academic integrity with their instructor to avoid violating this policy In the I.H. Asper School of Business, all suspected cases of academic dishonesty are passed to the Dean’s office in order to ensure consistency of treatment. Academic Regulations Students are encouraged to contact Disability Services at 474-6213 or the instructor should special arrangements need to be made to meet course requirements 14