WASHINGTON STATE UNIVERSITY SPOKANE

COURSE SYLLABUS

Performance Management in Technical Organizations

E M 575

Fall 2000

(Note: The schedule is not updated for Fall yet.)

 

Faculty: Dr. Hal Rumsey
Washington State University at Spokane
West 601 First Avenue
Spokane, WA 99201-3899

      1. 358-7936 FAX 7899 E-mail: Rumsey@wsu.edu

Website: http://www.spokane.wsu.edu/academic/engineering/Rumsey

Home Phone: (509) 448-3971

Office Hours: Monday through Thursday

10 a.m. - 3 p.m., or by appointment.

You may contact me at the office, or at home during any reasonable hour.

Hal A. Rumsey, Ph.D., P.E., is Associate Professor of Engineering Management at Washington State University Spokane. Prior to joining WSU, he served as Director of the Graduate Engineering Management Program and Director of Graduate Programs at the Air Force Institute of Technology, Wright-Patterson AFB, Ohio. Dr. Rumsey is active in numerous professional organizations and serves on the Editorial Board of the Engineering Management Journal. His educational accomplishments include a B.S. in Civil Engineering, an M.S. in Industrial and Management Systems Engineering, and a Ph.D. in Engineering Management from the University of Missouri-Rolla.

TEXTS

1. The Fifth Discipline Fieldbook: Tools, Techniques, and Reflections for Building a Learning Organization; Peter M. Senge.

2. The Balanced Scorecard: Translating Strategy into Action; Robert S. Kaplan, David P. Norton.

3. Balancing the Corporate Scorecard, Harvard Business School Publishing Simulation on CD-ROM (Priority Code 2758 Product Code 8397; 1-800-545-7685 $16.00 Each)

The books are available through Barnesandnoble.com for a 20% and 30% discount respectively ($26.00 and 20.96.)

Additional Reading (Optional): Planning and Measurement in Your Organization of the Future, D. Scott Sink, Ph.D., P.E., and Thomas C. Tuttle, Ph.D., Industrial Engineering and Management Press, P.O. Box 6150, Norcross, Georgia 30091-6150, 1989.

Additional Readings Provided by Instructor

 

EM 575 PERFORMANCE MANAGEMENT IN TECHNICAL ORGANIZATIONS

COURSE DESCRIPTION

Performance management begins with strategic planning of organizational objectives and systems, and extends to the development of closed-loop measurement and control systems designed to provide information at the sources of variation within the system. This course also examines the influence of human performance elements (such as quality of work life, rewards and recognition, job design, team building, and participative management) on organizational performance. Readings and emphasis will focus on technical organizations.

COURSE OBJECTIVES

The objective of this seminar is to provide students a forum to study current views of philosophies and methods for organizational improvement. Students will understand strategic and tactical planning methods to refine organizational objectives and how to measure achievement of the objectives on seven key dimensions: effectiveness, efficiency, quality, productivity, quality of work life, innovation, and profitability.

INSTRUCTIONAL METHODOLOGY

Instructional methods will consist of lecture, guest lectures, video presentations, guided discussion, student projects, and student reports and presentations. This is a graduate seminar for working professionals. In this course, more so than in most, what you get from the course will depend on what you put into it.

Student Presentations and Reports: Each student will prepare a 10-minute presentation for the class covering a topic from the texts, augmented with material from outside readings pursued by the students. By the second week of class, students will notify the professor via FAX or E-mail of the topics which they desire to develop. .Wise students will insure that presentation topics contribute to the development of their position papers.

Student projects: Each student will complete an individual or group project related to the course. As a minimum, each student will attempt to apply the tools and techniques of organizational performance improvement to their work place and report on the outcome of the effort. The level of effort should be commensurate with the academic credit earned. The final report of the project should be at least 10 double-spaced pages in length.

Learning Activities Explained

Position Papers: You will have the opportunity to write four position papers over the term. All four will respond to the same question; "How to design, develop and implement successful and world class performance improvement systems". Your paper will focus on some specific aspect of this general area. Each paper will build on the previous versions; you may think of the first three papers as drafts of the final product.

 

The first paper, due February 4, will be based primarily on what you know and believe coming into class. It will consist primarily of your proposal regarding which aspect of a performance improvement system you wish to develop during the semester. It may take the form of a narrative outline of your approach to the problem. A survey of the areas touched on by the texts may stimulate your thinking, but do not be limited by this "list". The first paper will be less than five pages long.

The second, due March 4, will be based upon new knowledge gained during the first six weeks of class and also upon what you already know and believe. It will be less than ten pages long and will be written as if you were going to present the paper at a professional conference. At least five references are required.

The third, due April 8, will be based upon knowledge gained during the first 11 weeks of class and also upon what you already know and believe. It will be less than fifteen pages and will be written as if you were going to submit this to a trade journal such as Industrial Engineering, Quality Progress, Harvard Business Review, Academy of Management Executives, Organizational Dynamics, etc. At least ten references are required.

The fourth, due April 28, will be based upon knowledge gained during the semester and what you knew/know and believe. It will be approximately 20 pages and will be written as if you were going to submit this to Academy of Management Review, Sloan Management Review, California Management Review, Strategic Management Journal, IE Transactions, etc. It should reflect your best understanding of how to design, develop and implement performance improvement systems. At least 15 references are required.

I will provide feedback on the first three papers, but they will not be graded. Only the final paper will receive a grade. The purpose of this approach is to provide you an opportunity for continuous improvement. If you respond to the feedback at each stage of the process, the final paper should be excellent.

The final paper should be suitable for submission to an engineering management journal. The instructions for authors for both the IEEE Transactions on Engineering Management and the Engineering Management Journal are included for your reference. If you prepare the paper for some other journal, submit the corresponding guidance for authors as well.

Feedback/Examinations: There may be random examinations throughout the semester to evaluate your level of understanding. They may be in-class or out-of class; some will be time constrained, some more than others; some will be open book and notes, some not; level of difficulty will vary; content covered may be cumulative over the term. At this point, I plan on approximately two at 50 points each.

Term Project Application: You will build a measurement system (Balanced Scorecard) for a specific organization system(s) to support performance improvement. This activity will go on throughout the term and may be a team activity. I do not know how many or which specific organizational system(s) you will be working with at this point, nor do I know the specific steps you will be working through. These are the questions which you will answer as the term progresses. The development and application of the measurement systems will be reported in a final paper.

Tool/Technique Homework: We will also have several homework assignments during the term. Specifically, there is one for the TFPMM and the MCPMT. There may be a few others.

BASIS OF EVALUATION

Examinations10%Student term project25%

Student presentation10%Position paper25%

Homework25%Participation /Contribution 5%

 

Note that the Position Paper and Student Project are listed as separate activities. They may be handled as discrete activities, in which case the Project will require a separate paper to report on the development and application of the measurement system. With judicious planning, you may combine the Position Paper and the Project into one smoothly integrated activity. After all, measurement should be an integral part of whichever aspect of performance improvement that you pursue.

 

I would like to involve guest speakers from innovative organizations who are pushing for performance improvement. If you are aware of anyone who could make a great contribution to the class, please let me know.

 

Working Calendar

Spring 1999

Date

Topics--BS

Readings--5D

Support Activities

Due

Jan 13

1 - Measurement and Management in the Information Age 2 - Why Does Business Need a Balanced Scorecard? 21

See following pages for topics. We will integrate these topics into the course as we go. Watch this space.

 

 

Jan 20

3 - Financial Perspective 47

 

The Changemasters

 

Jan 27

4 - Customer Perspective 63

 

 

 

Feb 3

5 - Internal Business Process Perspective 92

 

Paradigms

Position Paper #1:

Proposal

Feb 10

6 - Learning and Growth Perspective 126

 

 

 

Feb 17

7 - Linking Balanced Scorecard. Measures to Your Strategy 147

Appendix: Building a Balanced Scorecard 294

 

Nominal Group Technique

Key Result Areas

Critical Success Factors

Organizational Strategic Audit

Feb 24

8 - Structure and Strategy 167

 

 

 

Mar 3

9 - Achieving Strategic Alignment: From Top to Bottom

 

Methodology for Generating Effectiveness and Efficiency Measures

PP #2

Mar 10

10 - Targets, Resource Allocation, Initiatives, and Budgets 224

 

 

Key Result Areas

Mar 24

11 - Feedback and the Strategic Learning Process 250

 

 

 

Mar 31

12 - Implementing a Balanced Scorecard Management Program 272

 

 

Multicriterion Performance Measurement Model

Apr 7

Operations Functions Analysis

 

 

PP #3

Total Factor Productivity Measurement Model

Apr 14

Data Envelopment Analysis

 

 

OFA

Apr 21

Managing Innovation and R&D

 

 

DEA

Apr 28

Audit to Improve Measures

 

 

 

May 5

Maintaining Excellence

 

Speed is Life

PP #4Audit to Improve Measures

BS - The Balanced Scorecard 5D - The Fifth Discipline Fieldbook

The Fifth Discipline Fieldbook

Strategies and Tools for Building a Learning Organization

Topic

Page

 

1. "I See You"

3

 

2. An Exchange of Lore and Learning

4

 

3. How to Read This Book

7

 

4. Why Bother?

9

 

5. Why Bother? (A CEO's Perspective)

13

 

6. Moving Forward

15

 

7. Core Concepts about Learning in Organizations

48

SE, 50

TE, 53

T,55

8. The Wheel of Learning

59

T, 61

9Leadership Fields

65

 

10Reinventing Relationships

69

 

11Finding a Partner

74

 

12Opening Moves

77

 

Systems Thinking

.

 

13Strategies for Systems Thinking

87

 

14What You Can Expect As You Practice Systems Thinking

91

 

15Brownie's Lamb: Learning to See the World Systemically

94

 

16 Starting with Storytelling

97

TE,103

TE,108

17 The Language of Systems Thinking: "Links" And "Loops"

113

T, 116

T,120

TE,121

T,122

T,124

T,126

T,130

T,136

T,142

T,147

18 The Archetype Family Tree

149

T,149

19 Systems Sleuth

151

SE,151

SE,153

TE,156

20Enriching the Archetype

161

 

21Seven Steps for Breaking Through Organizational Gridlock

169

TE,169

22Moving into Computer Modeling

173

 

23Systems Thinking With Process Mapping: A Natural Combination

184

 

24Where to Go from Here

189

 

Personal Mastery

.

 

25Strategies for Developing Personal Mastery

193

 

26What You Can Expect... From the Practice of Personal Mastery

198

SE,201

TE,207

SE,208

SE,209

TE,211

SE,211

27Loyalty to the Truth

213

SE,216

28The Power of Choice

218

 

29Innovations in Infrastructure for Encouraging Personal Mastery

220

 

30Instilling Personal Mastery at Beckman Instruments

224

 

31Intrapersonal Mastery

226

 

32Where to Go from Here

232

 

Mental Models

.

 

33 Strategies for Working with Mental Models

235

 

34 What You Can Learn in Working with Mental Models

239

 

35 The Ladder of Inference

242

SE,246

36 Balancing Inquiry and Advocacy

253

 

37 Conversational Recipes

260

 

38 Opening Lines

263

T,263

39 Bootstrapping Yourself into Reflection and Inquiry Skills

264

SE,268

TE,273

40 Creating Scenarios

275

 

41 Shell's Internal Consultancy

279

 

42Double-Loop Accounting

286

 

43Where to Go from Here

293

 

Shared Vision

.

 

44Strategies for Building Shared Vision

297

 

45What You Can Expect as You Build Shared Vision

304

 

46Designing an Organization's Governing Ideas

306

 

47Building Shared Vision: How to Begin

312

 

48Letter to the CEO

328

 

49 Letter to the CEO's Partner

333

TE,337

SE,339

TE,340

TE,341

50Strategic Priorities

344

 

51Where to Go from Here

346

 

Team Learning

.

 

52 Strategies for Team Learning

351

 

53 What You Can Expect from Team Learning

355

 

54 Dialogue

357

 

55 The Cauldron

364

 

56 Designing a Dialogue Session

374

T,336

TE,382

57 Skillful Discussion

385

T,389

58 Skillful Discussion at Intel

392

TE,396

TE,399

59 Popular Postmortems

400

T,400

60 Silence

401

T,401

TE,404

61 Reframing Team Relationships

407

 

62 Building an Organization that Recognizes Everyone's Uniqueness

417

 

63 Tools for Discovering Learning Styles

421

 

64 Bringing Diverse People to Common Purpose

424

 

65 Designing a Company-Wide Strategy for Team Learning

429

 

66 Executive Team Leadership

435

 

67 Where to Go from Here

441

 

Arenas of Practice

.

 

68 "Our Quality Program Isn't Working"

445

 

69 Springing Ourselves from the Measurement Trap

454

 

70 Corporate Environmentalism

458

 

71 Training as Learning

463

 

72 Workplace Design

469

 

73 The Tricky Dynamics Of Learning in a Family-Owned Business

471

 

74 Creating a Learning Newspaper

474

 

75 Healthcare

479

 

76 Education

484

 

77 Can Large Government Learn?

493

 

78 A Letter to an Aspiring Policymaker

499

 

79 The Local Community as a Learning Organization

502

 

Frontiers

.

 

80 Organizations as Communities

507

 

81 Merging the Best of Two Worlds

508

 

82 Bean Suppers

518

 

83 Free Agency, Employment Stability, and Community Boundaries

520

 

84 Operating Principles for Building Community

525

 

85 Microworlds and Learning Laboratories

529

 

86 Where the Organization Develops a Theory about Itself

532

 

87 Using Microworlds to Promote Inquiry

534

 

88 A Buyer's Guide to Off-the-shelf Microworlds

536

 

89 Creating Your Own Management Flight Simulator

543

T,546

90 The Du Pont Manufacturing Game

550

 

91 Creating a Learning Lab-And Making It Work

554

 

Endnotes

.

 

92 Coda

563

 

93 Acknowledgments

567

 

94 How to Stay In Touch With The Fifth Discipline Fieldbook Project

571

 

95 Contributors to the Fifth Discipline Fieldbook

575