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MANAGEMENT 455 SMALL BUSINESS CONSULTING DR. NANCY KOVANIC SPRING 2018 1 | Page University of Southern Indiana Romain College of Business Management 455 Small Business Consulting Spring 2018 MANAGEMENT 455 Instructor: Dr. Nancy Kovanic Office: BEC 2090 Email: [email protected] Prerequisites: Management 305, Marketing 305, Finance 305, senior standing, consent of the instructor Required Text: Management Consulting Author: Wickham Edition: 5th Publisher: Pearson DESCRIPTION This course is designed to provide students with practical, hands-on experience counseling and consulting with small business owners. This course will require extensive field work. The course will revolve around one single consulting project. Each team, (1-4 members) will study a sufficiently broad issue of considerable importance to a small business. Working with the principals (client) of the business, each team will be responsible for gaining a strong understanding of the issue and related and relevant factors. Each team will be required to offer a workable plan to address the issue being studied. This course is multidisciplinary in nature. Students will need to utilize skills acquired, knowledge, and experience from previous courses and determine their applicability to the area of small business consulting. Since teams will directly interface with community business owners, professional conduct and high ethical standards are required. Students will be representing the University Of Southern Indiana College Of Business during interactions with the business and the community and must uphold University protocol and standards.

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University of Southern Indiana Romain College of Business

Management 455 Small Business Consulting

Spring 2018 MANAGEMENT 455 Instructor: Dr. Nancy Kovanic Office: BEC 2090 Email: [email protected] Prerequisites: Management 305, Marketing 305, Finance 305, senior standing, consent of the instructor Required Text: Management Consulting Author: Wickham Edition: 5th Publisher: Pearson DESCRIPTION This course is designed to provide students with practical, hands-on experience counseling and consulting with small business owners. This course will require extensive field work. The course will revolve around one single consulting project. Each team, (1-4 members) will study a sufficiently broad issue of considerable importance to a small business. Working with the principals (client) of the business, each team will be responsible for gaining a strong understanding of the issue and related and relevant factors. Each team will be required to offer a workable plan to address the issue being studied. This course is multidisciplinary in nature. Students will need to utilize skills acquired, knowledge, and experience from previous courses and determine their applicability to the area of small business consulting. Since teams will directly interface with community business owners, professional conduct and high ethical standards are required. Students will be representing the University Of Southern Indiana College Of Business during interactions with the business and the community and must uphold University protocol and standards.

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Reading/Supplemental Material Students are required to read material related to small business consulting. Along with the text, students may be required to read supplemental material. Supplemental material may be included on quizzes. Quizzes In addition, to the small business consulting project, students are required to complete a series of on-line Blackboard quizzes based on the text, and in-class and supplemental information.

Grading Grades will be assigned as follows: A 900-1000 POINTS B+ 880-899 POINTS B 800-879 POINTS C+ 780-799 POINTS C 700-779 POINTS D+ 680-699 POINTS D 600-679 POINTS F LESS THAN 600 POINTS Graded Components Project Idea Submission/Approval 25 Project proposal 75 Client Email + Other Communication 50 Written Client Summaries/ Recommendations 50 Project Presentations 150 Team Weekly reports 80 Individual Weekly reports 100 Quizzes/Activities/Assignments 140 Final Paper 225 Participation/Contribution (In-class & Team) 105 TOTAL 1000

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Required Textbook During in-class chapter lectures, as a courtesy of the instructor, many times PowerPoint slides are posted in advance and available to students in the Blackboard course site. The PowerPoint slides support the chapter material, are not comprehensive and do not cover all material in the textbook. Students are encouraged to print the chapter slides to aid in notetaking during the in-class lecture. However, the slides do not exhibit the comprehensive material provided in the course textbook needed to obtain a high quiz or homework assignment grade. Students must read the chapters in advance, and study material directly from the text to be successful. Students are highly encouraged to purchase the course textbook. In addition, many assignments are directly from the textbook. The textbook may be the only source to access assigned, graded items in this course. An assignment may only contain the instructions for completion by the instructor in Blackboard, the chapter number, page number, and items (questions, cases, activities) that are printed in the textbook. The instructor will not provide all instructions, print copies, or post the textbook questions for an assignment in Blackboard. Blackboard Course Site Information /Classroom Information This is an “in-class” course. The course Blackboard site is used for course material, announcements, modifications, and information. The Blackboard site helps to support course communication, assignments, exams and other course related information. Class attendance is very important and a requirement for this course. The main form of providing material regarding this course is during class meeting time. The instructor will make announcements in class regarding assignments, exams, and course change information. Blackboard is used to supplement the textbook, support in-class lectures, activities, exams, and other required course information. Along with in-class instruction, detailed information regarding this course is posted in Blackboard. In addition to the course syllabus, instructions for assignments and activities, study tips, exam information, course changes, and other course related information will be posted in Blackboard. Information in the course syllabus is tentative and subject to change. The instructor will announce any changes in class. In addition, the instructor may post course changes in the “Announcements” section of Blackboard. The instructor will also email students significant

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course information such as changes to the course outline. As a courtesy, the instructor may also post reminders in Blackboard “Announcements” and send an email to students. Points/Grade Posting in Blackboard Students are responsible for monitoring their own points/grades during the semester. However, as a courtesy, the instructor may post some points for exams/activities/quizzes in Blackboard student gradebook. The student Blackboard gradebook will NOT reflect the total points for this course. Attendance, participation and extra credit will not be posted in Blackboard. Grades will be posted for assignments, exams, or activities posted exclusively in Blackboard for those items that count toward course points. If pertinent, the instructor will also provide important comments in items graded in Blackboard. These comments are intended to support and provide additional guidance to improve learning. However, students are encouraged, but not required to read comments to Blackboard graded items. Student Questions Regarding Grades/Points: Required Email Format Those students who have a question/concern regarding points for a grade should contact the instructor via email at [email protected] or meet during office hours within one week of when the points are awarded. The email required format subject line is as follows: Subject: Management 455 – (Your Name) -- Points for Grade Inquiry for __________________ (insert title of activity, etc). Student issues related to grades require timely notification by the student to the instructor via email within one week of the due date of the assignment/quiz/exam/project via email. It typically takes further investigation and additional time for the instructor to adequately address a student’s question or issue regarding a grade. Therefore, students are not permitted to inquire about grades immediately before, during, or after a class. Increased Student Learning/Grades To gain full understanding and achieve learning outcomes, the student should review graded material immediately upon receipt. Students who consistently review homework after grading, gain a learning advantage and tend to increase course performance. Students are highly encouraged to carefully review graded material to help assist their learning. Items a student understands well are reflected in a favorable grade, but still may need reinforcement for upcoming course material. Items wrong or that do not receive full credit on

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homework specifically identify an area and are an indicator the student requires additional learning and/or information. Students are encouraged to meet with the instructor in her office to discuss issues related to lower points. When a student questions the accuracy of a grade, an office meeting is required. The student is responsible for scheduling an office meeting with the instructor. Within one week of the receipt of the grade, the student is required to email the instructor to notify the instructor of the issue and request an office meeting. Once this one-week period expires, the student will not have the opportunity to challenge nor re-do any activities or quizzes etc. that have exceeded the above stated requirements. However, students are encouraged at any time, not just homework grades, to meet with the instructor to discuss the course material. Examinations Exams will be scheduled at regular intervals throughout the term. Exam points are available in the Method of Evaluation section of the syllabus. Before the first exam, a helpful study guide will be posted in Blackboard under the “Exams” tab. Students are encouraged to read and study this guide. Acceptable responses to questions on exams are not a result of a Google internet search. A Google search may render a generally acceptable, but not the required textbook response. The only correct response to a question from the textbook is the textbook response. Items on exams that relate to supplemental material with be clearly stated in the item information. In-class lecture material is frequently test questions. To be successful on exams, class attendance is required. Frequently questions on exams are available on during class lectures, in-class activities, supplemental information, and class discussion. Students are required to take an exam on the scheduled date. Make-up exams are not available except when a student is approved by an excused absence from the instructor. Only students who have an excused absence are eligible for a make-up exam. Excused absence requirements are available in the course syllabus.

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Attendance Students are expected and required to attend all scheduled class meetings. Attendance counts toward the course grade. Attendance will be taken regularly by the instructor. Each student should sign an attendance sheet during the class meeting time. Points toward the final grade in this course will be awarded for attendance. The total attendance points are available in the course syllabus in the “Method of Evaluation” section of the course syllabus. Students who are late to class are not eligible to receive attendance points, and are considered absent for that class period.

Classroom Participation: Required In-class Activities, Assignments, & Adherence to University and Classroom Procedures It is expected and required that students will attend regularly and participate in in-class activities and discussion. Active participation is required in all team activities. It is required that each student will contribute to in-class discussion and actively participate in their team. Points are awarded by the instructor for participation, based on contribution and completion of in-class activities, teamwork, and adherence. Participation points count toward the final grade in this course. The total participation points are available in the course syllabus in the “Method of Evaluation” section of the course syllabus. Adherence covers the following areas: Adherence includes following cell phone procedures, being on-time to class, contributing to the course in a meaningful way, using proper email procedure, following academic honesty policies, and demonstrating appropriate collaboration, teamwork, cooperation, contribution & professionalism in the classroom.

In order to receive points for in-class activities, students must be present during the class period. There are no make-up assignments for in-class activities. Students who are late to class are not eligible to receive points for the activity if it has already begun. Once an in-class activity has begun, students arriving after the activity start time are ineligible for points but are encouraged to participate in the activity as a learning experience.

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Extra Credit Extra credit activities and assignments may be added at the instructor’s discretion. Most likely in-class activities and assignments will be offered during the semester for extra credit. Extra Credit or “Bonus” points will not be recorded in Blackboard. The student should take in account and add any extra credit points when calculating total points. Total course points will not be increased when extra credit points are awarded. Excused absences Absence due to illness without a doctor’s excuse or other documentation is not considered an excused absence. Students who experience a death in the family of an immediate relative such as a parent, grandparent or sibling may be excused. Documentation is required in order to be eligible. Any other reasons for absence may be considered with documentation and approval by the professor. Those students who wish to obtain an excused absence should email [email protected] explaining the absence and attach documentation from the attending physician (for medical reasons only) or other documentation before the next class. Those missing an exam may be provided a make-up test arranged by the instructor.

Use of Electronic Devices/Laptop Computers The use of electronics such as cell phones or any other device is prohibited in the classroom. Laptop computers are not allowed in-class unless specifically used for note taking or reviewing class material via Blackboard. Cell phones and /or any electronic devices are not allowed during class. Students who use unauthorized electronic devices during class will not earn attendance/participation or activity points. Repeated use of these prohibited devices may result in a lower course grade. Students will not receive points when this policy is violated. The instructor will provide no verbal notification during the incident in-class.

Example: A student who is texting during an in-class activity will receive zero points. Example: A student who is texting once the instructor begins class will

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Note: During the incident, the instructor will not tell the student they are losing course points. However, a deduction in points, including receiving zero points for a graded in-class item may result. Many times a student believes their attempt to hide or conceal the device completely obstructs the instructors view. On the other hand, the student does not think points are being deducted because the instructor doesn’t say anything to them about using the device during class. This assumption is wrong. This belief may result in a student being surprised when their course grade is lower than anticipated due to repeated violation of this policy.

Inclement Weather/Cancelled class When USI is officially closed due to weather conditions, when appropriate, students will be provided a make-up assignment, posted on the Blackboard course website. This assignment will be due, in-class on next scheduled class meeting. In case of an exam scheduled on a day cancelled by the University, students should access Blackboard for further information on dates and times for the rescheduled exam. In the event the instructor may need to cancel a class due to an emergency, students will be notified via email and on Blackboard. Detailed information regarding assignment and the class may be posted under announcements on the Blackboard course site.

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Correspondence Via Email to the Instructor: Required Format Student Email Communication to Professor/Technical Difficulties Using Blackboard/Quizzes/Activities/Other When emailing the instructor, students are required to follow the following procedure. Students who do not use the required format may not receive an email response since the subject line sorts emails. Students who experience technical difficulties while on-line and are unable to complete an assignment/activity/quiz are required to email the instructor during the specified timeframe and clearly identify the issue. Failure to email the instructor during the quiz/activity/exam/other will lose the opportunity to reset or submit a make-up assignment. Email Requirements and Detailed Instructions:

Email To: [email protected]

REQUIREMENT FOR THE EMAIL SUBJECT LINE:

Type Management 455 followed by your Name CLEARLY Explain your issue in the body of the email. For technical Blackboard problems, attach a screen shot. Note: Emails are sorted by Subject Line and read in order of receipt. Students who fail to use the Subject line properly may not receive a response to their email.

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Technical Issues using Blackboard for Graded Course Items When the required procedure is followed, and if possible, the instructor may be able to reset a quiz or activity on Blackboard before the deadline. Non-Blackboard items will be addressed on a case by case basis. If the student properly emails during the timeframe, and the time expires, a make-up may be allowed at the discretion of the instructor. It is the student’s responsibility to follow-up on technical issues with the instructor. Due Date for Assignment/Activity/Other graded Course Material It is the student’s responsibility to complete all graded course items on-time as indicated in the item instructions. Most times on-line Blackboard assignments/activities/quizzes have a specific time and due date. Due dates and times will be available in the Blackboard course site. Students who fail to submit on-line assignments/activities/quizzes during the timeframe will receive zero points. Make-up assignments/quizzes may be awarded to students who are approved by the instructor for an excused absence.

Student Conduct USI policies and regulations governing the conduct of students and the procedures for handling violations of these policies and regulations apply to all students and can be found in the USI Bulletin. Any form of academic misconduct will not be tolerated. Academic Dishonesty Options Academic dishonesty such as plagiarism, cheating, etc. WILL NOT be tolerated. If you are found violating this rule of honesty, you risk a grade of “0” for the assignment/exam (at the very least) and possible expulsion from the class and/or program. Consult the student handbook for specific information in this area. All work submitted for this class should be developed solely for this class as a part of a particular assignment. Please be aware that USI faculty has access to software that allows us to compare your work to work submitted previously (several years back) to USI professors and also allows comparison to other sources (including the internet!) Ethical Conduct Academic dishonesty of any form (such as plagiarism, cheating on exams and/or homework, etc.) WILL NOT be tolerated. If you are found violating this rule of honesty, you risk a grade of “0” for the assignment/test (at the very least), a failing grade for the semester, dismissal from the Romain College of Business and/or dismissal from the University. Please consult student handbook or bulletin for specifics in this area.

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http://bulletin.usi.edu/content.php?catoid=1&navoid=15 3.1 Definitions of Academic Dishonesty 3.2 Penalties and Procedures Related to Academic Misconduct

3.3 Degree Revocation/Delayed Degree Conferral

Harassment/Sexual Misconduct USI does not tolerate acts of sexual misconduct, including sexual harassment and all forms of sexual violence. If you have experienced sexual misconduct, or know someone who has, the University can help. It is important to know that federal regulations and University policy require faculty to promptly report incidences of potential sexual misconduct known to them to the Title IX Coordinator to ensure that appropriate measures are taken and resources are made available. The University will work with you to protect your privacy by sharing information with only those who need to know to ensure we can respond and assist. If you are seeking help and would like to speak to someone confidentially, you can make an appointment with a counselor in the University Counseling Center. Find more information about sexual violence, including campus and community resources at www.usi.edu/stopsexualassault.

Disability Accommodations If you have a disability for which you may require academic accommodations for this class,

please register with the University of Southern Indiana Disability Resources (DR) prior to the

beginning of the course or no later than the first week of class. To qualify for accommodation

assistance, students must first register to use the disability resources in DR, Science Center

Room. 2206, phone: 812-464-1961, www.usi.edu/disabilities. Students with an approved

disability with receive an accommodation letter from DR. A copy of this letter must be given to

the course instructor. Students are encouraged to meet privately with course faculty to discuss

the provisions of those accommodations during the first week of the course. To help ensure

that accommodations will be available when needed, students must meet with course faculty at

least 7 days prior to the actual need for the accommodation.

Tentative Course Outline/ Schedule of Class Material The course outline is considered “tentative” since modifications may be needed due to unforeseen circumstances. This means the professor reserves the right to change and/or modify the course outline and schedule. However, there will be no changes to the grading system, using point values. Students will be notified of changes and/or modifications. These

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notifications by be in-class, by email, and/or an announcement may be posted in Blackboard. Significant course changes and/or modifications will be posted in Blackboard in the “Syllabus” tab. Students are required to read and are responsible for all course material, including postings in Blackboard. Course information and announcements, including course changes may be posted in Blackboard in the “Announcements” tab. In addition to standard course material posted in tabs, students are required to read all Announcements in a timely manner.

Grading for Team Project/Addressing Issues with Team Members When working on a team project, many interpersonal and participation issues occur. While it is encouraged for each team to assign individual members tasks and responsibilities at the beginning of the project, this method does not always work-out fairly. Team members should determine the amount of work for the project, and distribute the workload evenly. However, points are awarded for actual individual performance, not assigned tasks that are not completed by the responsible team member. Points are assessed individually for each team member, based on participation, contribution, proper documentation, and performance. An individual student may earn a different points resulting in a higher or lower grade that other individual students on the team. This may occur when an individual contributes significantly more or less than other members of the team. The instructor will use overall contribution, team weekly reports, individual reports and communication with the team to determine individual grades. For those teams who encounter problems with individuals in their team, the following should be followed:

Discuss issues directly with team member to resolve, and,

If issue is unresolved within the team, immediately document deficiencies of the individual member’s contribution in weekly reports.

If issue becomes significant, the team should meet directly with the instructor. It is imperative that the instructor is notified during the incident, not at the end of the course, in order to deal with the issue in a timely basis.

Issues brought to the instructor’s attention may result in the following; 1) consultation with the individual, 2) possible reduction in points for final paper or other components, 3) failure in the course.

Consulting Project Components Each semester the instructor selects an actual consulting project from a local business. The project is a current business issue which needs the assistance of an external consulting team. Students become a consulting team responsible for completing the consulting project(s) & provide recommendations to the business client to be considered for implementation. Option #1

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For Spring 2018 Management 455, a business client will be provided by the course instructor.

Detailed information regarding team projects will be provided in the classroom and on the Blackboard course site. Option #2 Students may identify their own client. Student sourced projects require a written outline of the proposed consulting project, client company information, and company background information. The outline must be submitted to the instructor for approval prior to the consulting project start date as indicated in the course syllabus tentative course outline. Not eligible under Option #2

Business start-ups (a business which is not currently established/in the planning stage)

USI student run businesses

Student employer (the student in the Management 455 course is an employee of the business)

Businesses owned by a family member

Business owned by a USI or college student

Business where close relatives or friends are the primary contact or client

Other course projects/programs prior to this course or concurrent with this course

Other not appropriate to meet University/course requirements as indicated by course instructor

Overview Since each semester and student projects are different each semester, it is impossible to adequately describe a comprehensive and complete consulting project. However, there are many areas which are required as part of the course and common for the majority of business consulting projects. Since client projects are confidential, past project papers are not available for review by current students. However, in-class, Dr. Kovanic will provide detailed information regarding past projects, and discuss project requirements in detail. Dr. Kovanic will work with each student/team individually to provide the necessary guidance, support, and resources to aid in the successful completion of each project. Key areas which past student teams have experienced difficulty is communicating and meeting face to face with their client. Students should be aware of this issue and plan accordingly. A key requirement for the consulting project is to meet face to face with the client at the conclusion of each project phase and to make a final presentation to the client in-person using PowerPoint or related technology.

Project Guidelines and Requirements Each semester, new clients and unique consulting projects are selected for this course. As a result, many times unique, unanticipated challenges and issues arise unexpectedly. This is due to the individuals representing the business client, type of business, and scope of the consulting project.

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As a result of the complexities of a consulting project, students should expect unique challenges to completing the consulting project. In addition, as a result of the nature of business consulting, there may be a need to modify the project guidelines. Students should be aware of such potential changes to the requirements of the project by frequently checking the Blackboard course site “Announcements” for modifications and changes to the requirements, due dates, and other related issues. Each student must individually submit their consulting project idea for approval by Dr. Kovanic. Students are not allowed to begin their consulting project until approval has been documented in Blackboard. Students who begin before approval is given, may have a deduction in their course grade.

Project Guidelines and Requirements (continued) The following may be changed prior to or during the semester depending on the nature and complexity of consulting project clients. Once the actual teams are formed and specific projects are approved and established, each team will be required to complete the following project components: Step 1 – Project Proposal

Teams will receive detailed in-class instruction on the required project proposal format Before a team may begin their consulting project, a written and printed proposal must be submitted to both the instructor for approval and client for agreement and signature of acceptance. The project proposal must follow the requirement format and be written in a professional manner. The project proposal is a standard method used for fee based consulting projects. The proposal must contain a professional appearance, concise and complete verbiage and following the format which includes a cover page with project title, date, client information, student information, additional information if appropriate, and be double spaced. Components of the Project Proposal should include:

Name of business, address, principal contact(s), phone, email

Team member names, contact information for each member, duties and responsibilities of each team member

Written description of the scope of the project

Objectives

Deliverables o Divide project into at least four distinct phases o Project deliverables: description/completion dates “by when”

Timeline o Include a comprehensive timeline for the project (specific meeting dates/time/location)

These dates initially may be tentative and changes once a firm date is established

Schedule of client presentations, date/time/location/AV requirements

Schedule of meetings and presentations with the professor, (Tentative for proposal ) including dates/times/location/AV requirements

Request for written feedback from the client

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Other information as needed specific to the project

Signature page (client/individual team members)

Copy of Document o One copy to client o One copy for each team member (may also post in BB group area) o Include one copy in appendix of final paper

Project Guidelines and Requirements (continued) Step 2 – Weekly reporting (TO THE INSRUCTOR ONLY) 8 weekly reports required per TEAM Each team is required to submit one weekly written project status report for a total of eight weeks. Each team will submit their weekly report in Blackboard under the Group Page. Each weekly report should include

a summary of the team activities

issues, roadblocks

project progress based on timeline

highlights/insights

Late posts will result in a point reduction of one-half for up to three days late. Later than 3 days late will result in zero points for that week’s report. Due dates of weekly reports will be provided in Blackboard following completion of Step #1. Step 3 – Individual Report (TO THE INSRUCTOR ONLY) 8 weekly reports required per individual student. This is in addition to the required weekly team reports. 3a. Each team member is required to post their own individual contribution to the project on a weekly basis for a total of eight weeks. This report is to be submitted via Blackboard under the GROUP PAGE tab. Each individual team member is responsible for posting their own individual weekly contributions in a report. Late posts will have reduced points. Those posting up to 3 days late will receive ½ reduction in points, longer than 3 days past the due date will result in zero points for that period’s report. Individual reports should occur for a minimum of (to be determined and posted in BB after team is formed) weeks. 3b. The individual report should include:

Student name, team number/name

Date of report (example: week 1, Feb 1 – 7, 2018)

Individual activities (enter website address, source of research, be very detailed)

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Number of hours by date and time individually spent on each activity

Issues/Issues with other team members/roadblocks/recommendations for improvement

Total weekly number of hours – individual should be written at the bottom of each individual weekly report. On the final individual week’s report (week 8) include the total number of hours (individual).

Project Guidelines and Requirements (continued) Step 4 – Communication with the Client One email per team per week – 8 weeks Each team will appoint one team member to be responsible for communicating with the client. Each team should communicate via email the client at least one time per week to provide an update of the progress of their project. Each team is required to “cc” the instructor, [email protected]. Failure to document communication on a weekly basis will result in loss of points. Do not email more than one time per team unless required by the client. Step 5 - Presentations Students will be required to make presentations to the client periodically during the course. Presentations should use PowerPoint. Students should dress professionally during presentations. A copy of the presentation should be submitted using digital drop box in Blackboard at least one day before the scheduled presentation. Failure to submit the presentation in digital drop box one day prior to the scheduled presentation will result in a reduction of points by ½. Students should provide a printed copy of PowerPoint presentation along with a written summary (see step 5a.) to the client immediately before conducting the presentation. Step 5a. – Written Summary of Each Phase of the Project A written summary of the presentation is required for each presentation. More specifically, the written summary should expand on all main areas provided in the presentation. Your client should be able to understand, in detail, all the main elements, recommendations, ideas set forth in your presentation. This is the official written report submitted to the client before you begin your presentation. Each written summary should include a cover page, team members names, contact information, topic of the presentation, date, Management 455, University of Southern Indiana, College of Business, Management Department. The summary should include: Title of Presentation, Purpose of the Presentation, Information/Summary and Recommendations.

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Step 6- Final Project Paper

Each team will submit one final culminating written report to both the client and the instructor. Keep in mind, the best way to efficiently assemble the final paper is by adding sections/information periodically during the semester. It is not recommended that this paper assembly begin after the conclusion of the project. Make sure that all team members individually contribute to the final paper.

Project Guidelines and Requirements (continued)

STEP #6 CONTINUED

Your final project paper should include but is not limited to: Cover Page

Table of Contents

Initial Project Proposal Summary

Introduction

Summary of the Project (Introduction, description of the project)

Presentations o Include a introduction for each presentation followed by the Power Point

and Written Recommendations o Summarize the Phase

Final Recommendations (Final Recommendation + Summary of all recommendations from each phase of the project)

Conclusion o Include “Hindsight” – With hindsight what would you change based on what

you know now and didn’t know when you began the project (from a team perspective)

Written Feedback from the Client

Feedback about the experience from each team member (instructors copy only) o Overall evaluation of your performance on the project o Include what skills you gained from the project o Suggestions for improvement for upcoming classes

Appendix o Copy of signed initial project proposal

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o Copies of all Email client communication for ___weeks o Weekly & Individual reports from each team member (instructor only o Sample materials (marketing, etc.) o Other items, information

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