MSA 603 (CRN: SL 22253023)

Strategic Planning for the Administrator Spring, 2014 Instructor: Dr. John Zappala Location: Rowe 229 Course Dates and Times: TUES, March 18-May 6, 2014, 5:20-10:20 pm. E-Mail Address: [email protected] Phone Number: Office: 989.774.7631 CELL: 517.927.6337 Fax Number: 989.774.2575 Office Hours: Before and after class sessions, by appointment, and available by email or phone. (Rowe 225) Academic Biography: Dr. Zappala has over thirty years of diverse experience in developing, implementing and evaluating the strategic planning process at the K12, community college and university levels. He has consulted with non-profit organizations in strategic planning and leadership. John has been a faculty member in the MSA program and CMU’s College of Education. His doctoral degree, awarded by Michigan State University, focuses on planning programs for organizations and its adult teachers and learners. John has been recognized by the Michigan Community College Association, the Michigan Association of Community and Adult Education, the US Environmental Protection Agency, the Michigan Department of Environmental Quality and the Haslett Okemos Rotary Club for exemplary programs and leadership. I. Course Description: An examination of processes and approaches used by administrators to analyze internal and external environments to establish and accomplish long-term strategic organizational goals. This course also ties in with MSA 602 in terms of explaining the financial implications of administrator’s decisions. II. Prerequisites: None III. Rationale for Course Level: This is a required course specifically designed for graduate students in the MSA program. It is a rigorous course and the amount and complexity of work in the course is appropriate only for graduate level students. The primary thrust of this course is to develop your skills and abilities in strategic planning. It will be necessary to utilize the courses you have had because you will be required to use a wide range of knowledge and exhibit diverse skills. In short, you must perform in topic areas where you have both strengths and weaknesses. This is a SERVICE LEARNING-designated course. As such, you will be expected conduct your final strategic planning project with a local profit or non-profit organization.

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IV. Textbooks and Other Materials: MSA custom-designed text: Strategic Planning for the Administrator (Pearson Publishing: ISBN: ISBN is 978-1-26934057-1 and the My Management Lab package ISBN is 9781269337595 ). V. Special Requirements of the Course: Service Learning class. Expect to spend considerable time on your final project working with a local organization and developing a strategic plan with appropriate personnel. You will also be accessing “My Management Lab” through the course online package. VI. Methodology: Specific course methodologies include: Lectures, guest speakers, discussions, group work (including small and large group projects and activities), papers, case studies, simulations, and presentations. Classroom time will be used to explain key concepts from the assigned text chapters, handouts, and supplemental readings. Numerous illustrations (including those of individual students) of actual business and not-for-profit entities will be used during class. It is anticipated that this will help each student understand the realities of the business community and how the objectives of the course are used in daily operations. A “field trip” to a local business/organization may be scheduled during the class hours. VII. Course Objectives and Outline: Upon successfully completing this course, the student will be able to: 1. Identify internal and external social, economic, political, and technological environments that affect organizations. 2. Coordinate strategic planning development, implementation, and evaluation systems within various organizational contexts. 3. Apply various strategic planning and administrative methods and strategies to successfully cope with the ambiguities, complexities, and implications of internal and external environmental factors on organizational functions. 4. Apply analytical models and decision-making methods to evaluate and solve administrative problems and enhance organizational performance. 5. Demonstrate an ability to incorporate into practice exemplary ethical principles leading to sound personal decisions and socially responsible organizational values and practices. 6. Present analysis and decisions in both orally and writing form under critical appraisal.

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Session Number and Date March 18: Session 1 March 25: Session 2 April 1: Session 3 April 8: Session 4 April 15: Session 5 April 22: Session 6 April 29- Session 7 May 6: Session 8

Course Outline and Assignments: Read Chapter 1, Robin Hood Case Study Read Chapters 2 and 3, Internet website due, Chapter Presentations begin Read Chapters 4 and 5, Case study due, Chapter presentations Read Chapter 6, Midterm paper, Chapter presentations Read Chapters 7 and 8, Chapter presentations Read Chapter 9, Individual Strategic Plans due, Chapter Presentations Read Chapters 10 and 11, Chapter presentations Group Projects due and closing activities

VIII CRITERIA FOR EVALUATION: Type of Performance and Evaluation Criteria: You will be required to complete seven activities in order to achieve the identified objectives: 1. CONTRIBUTE TO IN-CLASS DISCUSSIONS (8 zaloneys, Meets Course Objectives 1-6 through thoughtful discussion and analysis of the related chapters, readings, lecture material and cases) by exhibiting an understanding and articulate analysis of the information presented. There are no make ups for missing a class. Each absence of two or more will result in the reduction of one letter grade for each time missed. Students are expected to attend each class session. Moreover, each student is expected to actively participate in class discussions. Class participation will be evaluated using the following criteria. 1 Zaloney (per class) - Contributed regularly to discussions with reasonably well developed ideas and comments. Participate/interact/engage for full points. Simply coming to class will not earn a satisfactory participation grade! 2. Complete 8 QUIZZES (16 zaloneys, Meets Course Objectives 1,2,3,4,5 by developing understanding of key concepts in text). 3. Review one WEBSITE related to strategic planning (5 zaloneys, Meets Course Objectives 1,2,3,4,5 by creating appropriate links and connections to related literature). Website should be identified, briefly described and explained why this site may be relevant or useful to other students. 4. Chapter Presentation (6 zaloneys, Meets Course Objectives 1,2,3,4,5 by mastering and presenting assigned chapter content). Beginning in week two, teams will be assigned a chapter to review/present to class. Presentation schedule will be provided in Blackboard shell. 3|P age

5. ORGANIZATIONAL CASE STUDY (10 zaloneys, Meets Course Objectives 1,3,5,6 by integrating and analyzing internal and external environments and their impacts on strategic planning methods and strategies). Using the same organization that you have selected for the individual strategic plan project, develop a “case study” (similar to any found at the end of the text). It should include company background, mission, business model, strategies, marketing and advertising, growth strategies, workforce practices, values and any code of ethics. Develop five questions (with answers) about the organization that can be used to stimulate classroom discussion. (4-6 pages, references) 6. MIDTERM EXAMINATION (15 zaloneys, Meets Course Objectives 1,2,3,4,5 by selecting, justifying and explaining ways to address the ambiguities and complexities associated with strategic planning). You will write your own question for this midterm and it will need to be approved by instructor no later than Session 3. This exam will cover information from chapters 1-6. Possible questions may review an actual strategic plan for an organization; what you would include in the development of a strategic plan, or a potential model for its development.(5-6 pages, references) 7. INDIVIDUAL STRATEGIC PLAN (15 zaloneys, Meets Course Objectives 1-6 by creating and applying strategic planning models, as well as designing hybrid planning models that can be used in relevant ways for organizations). Each student will develop a strategic plan for his or her organization (or one where the student expects to be employed). Please see ASSIGNMENTS (online) for planning model types. The items used in the student’s midterm, case study and components from chapters 7-13 can be used. (3-5 pages, references). Be prepared to lead a discussion on your strategic plan with class members during Session 6. 8. GROUP PROJECT (25 zaloneys, Meets Course Objectives 1-6 through understanding, analyzing, evaluating, applying and creating a strategic planning process and product that addresses pre-determined organizational needs. Assignment requires professional presentation of primary and secondary data). Teams of 3-5 individuals will develop a strategic plan for one of the organizations assigned at the beginning of the term. At the very least, the group assignment must include one of the strategic planning models discussed (or a hybrid of that model), consultation with the appropriate staff person(s) representing that organization, appropriate data collection and analysis, and a relevant and meaningful presentation of this information to the class. You will make your final plan available to the participating organization. Detailed information will be provided in the second class meeting. (5 points determined by team members) LATE ASSIGNMENTS: On rare occasions, a student’s professional responsibilities dictate and must come before classwork. If this happens in your case, you must first clear with me before assuming it is acceptable to turn in an assignment late. You will be held responsible for all course content, whenever you must be away from class. In any case, late assignments carry a minimum penalty of 1 point/day. Late assignments will not be accepted after 7 days from the original due date. 4|P age

Make-Ups and Rewrites: No make-ups: do it right the first time. In the case of an emergency, you may leave a message on my phone, e-mail me, or leave a message at the MSA office with Carol Kross. Attendance Policy: Attendance is optional, although strongly encouraged. (See class discussion, above). Points for missed days cannot be made up. Class Participation: It is expected that every student will participate vigorously in the intellectual discussions commonly experienced in graduate education. Positive contributions to classroom participation will be considered when students are receiving their final grade (see above). Stay current in the readings and assignments to ensure your preparation for each class. Extra Credit: Two bonus points available. More information to follow. Grading Scale: The grading scale is as follows: A AB+ B BC+ C E

97 to 102 92 to 96 89 to 91 84 to 88 82 to 83 78 to 81 74 to 77 73 and below

Incomplete: The (I) Incomplete is a temporary grade used in cases when a student is unable to complete course requirements because of illness or other justifiable circumstances. An (I) Incomplete is assigned in cases in which the student has completed satisfactorily the major portion (50%) of the course requirements and has the ability to complete the remaining work without reregistering for the course. Further information on (I) Incomplete can be found in the current edition of the Graduate Bulletin. Copies of Assignments: It is your responsibility to retain a copy of any materials that you mail, email or hand or submit to the instructor. Classroom Civility: Each CMU student is encouraged to help create an environment during class that promotes learning, dignity and mutual respect for everyone. One of the course objectives reads, “Demonstrate an ability to incorporate into practice exemplary ethical principles leading to sound personal decisions and socially responsible…values and practices.” Let’s hold each other accountable for that behavior. Laptops, cell phones and other electronic devices should be used for class purposes only. Breaks will be made available to conduct personal business. 5|P age

IX SUPPORT SERVICES AND OTHER REQUIREMENTS: Check out the Park Library web site at http://www.lib.cmich.edu for library hours and resources. CMU offers you a variety of library services. Don’t hesitate to avail yourselves of the many fine services the library offers you. If you feel the library will have to order material through inter-library loan, be sure to give them adequate time to meet your schedule. Academic Dishonesty: Written or other work that a student submits must be the product of her/his own efforts. Plagiarism, cheating and other forms of academic dishonesty, including dishonesty involving computer technology, are prohibited. Plagiarism can include acts of both commission and omission. Thus, submission of un-cited work, even if it is not the student’s intent to plagiarize, can result in severe penalties. Students and instructors are referred to the Policy on Academic Integrity in the current edition of the Graduate Bulletin. ADA: CMU provides individuals with disabilities reasonable accommodations to participate in educational programs, activities and services. Students with disabilities requiring accommodations to participate in class activities or meet course requirements should contact Student Disabilities Services, 120 Park, 989774-3018. X

BIBLIOGRAPHY

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Rothwell, W. J. (2010). Effective succession planning: Ensuring leadership continuity and building talent from within. New York, NY: AMACOM. Shimizu, K. (2012). The cores of strategic management. New York, NY: Routledge. Wootton, S., & Horne, T. (2010). Strategic thinking: A nine-step approach to strategy and leadership for managers and marketers. Philadelphia, PA: Kogan Page Limited. Yeaeger, T. F., & Sorensen, P. F. (2009). Strategic organization development: Managing change for success. Charlotte, NC: Information Age Publishing.

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