MASTER SYLLABUS, TM 620 – Fall 2004

Department and Course No: Technology Management 620 (TM 620)

Title: Technology Planning

Credit: 3 Semester Hours

Location: Smith Hall 263, Huntington;

AC 211, South Charleston

Dates & Times: Tuesdays, 4:00 to 6:30 PM, Aug. 24 - Dec. 7

Instructor: Neal Lewis, Ph.D.

Office: South Charleston

Telephone: 304-746-2078

E-mail: To be determined

Office Hours: To be determined

Course Objectives:

To understand and apply the

1. key questions and detailed steps and processes involved in strategic planning.
2. strategic thinking in management of technology and continuous evaluation of strengths, weaknesses, threats and opportunities faced by the organization.
3. life cycles of technology within technical organizations and the need for innovation and creativity within the organization.
4. management of interfaces among corporate, marketing, production, and technology strategies.
5. fundamentals, techniques and utility of technology forecasting for planning.
6. technical skills for technology evaluation and selection, including: statistical methods and probability, risk assessment methods, modeling/simulation, and other decision-making techniques.

Major Team Project:

Teams of 3 or more students (depending on enrollment) will identify, organize, execute, and report on a Major Team Project as described below:

Contact local organizations (business, not-for-profit, academic, or governmental) to find one that will allow your team to assist in developing a technology plan for the organization. Working with the organization, apply the tools and techniques learned in the course to develop a technology plan for the organization.

Status reports (15 min.) on this effort will be required throughout the semester. A Final Team Written Report will be due in the next-to-last class and a Formal Oral Presentation will be made at the last class. Each team will present its final report to the class (max. time 40 min) and be prepared to answer questions (10 min). Although some time is scheduled during class for the project, the scope of the project will very likely require team meetings outside of class time.

The project grade will be based as follows:

Quality of the finished plan (70%)

- Heavily weighted by the likelihood the plan will be used

- Including writing and organization of the report

Team organization and performance (30%)

- Including quality of oral presentation

Since Team organization and performance will be an element of the grade, record of team meetings should be recorded and submitted as an appendix to the final written report.

Mid-term Exam:

The mid-term exam will be open-book. Any written material (notes, books) may be used during the examination. Calculators are permitted, but not computers. Because the exam will be open-book, students should anticipate that it will require them to demonstrate an understanding and an ability to apply the materials.

Homework:

During the semester, several problems will be assigned as homework. Assignments are to be completed and turned in by the due date shown on the syllabus or assigned by the instructor. Late assignments will be accepted but a 10% penalty will be deducted for every week late. If you are going to be absent from any class, you must make arrangements to obtain and return any homework.

Class Contribution:

Class contribution includes attendance, preparedness, participation, and contributing meaningful questions, experiences and examples to enhance the learning opportunities of your classmates. Be prepared to discuss the material.

Required Texts:

David, F. Strategic Management Concepts, 9th Ed. Upper Saddle River, NJ: Prentice Hall, 2003.

Burgelman, R.A., Christensen, C. M., and Wheelwright, S.C. Strategic Management of Technology and Innovation, 4^th Edition, Boston, MA: McGraw-Hill Irwin, 2004.

Recommended Texts:

Neufield, J.L. Learning business statistics with Microsoft Excel. Upper Saddle River, NJ: Prentice Hall, 1997 or an equivalent text on statistical techniques.

Attendance Policy: Attendance is expected. A portion of the course grade is based on class contribution, and you cannot contribute if you are not in class. Excessive absences may result in a lower grade. You must be present for examinations and the Major Team Project Final Report. Students are responsible for material covered in class whether they are present or not.

Grading Policy: Final Grade for the course will be calculated as follows:

Major Team Project 50%

Mid-term Exam 20%

Homework 15%

Class Contribution 15%

Numerical and letter grades correspond as follows:

100 £ A £ 90 < B £ 80 <C £ 70 < F

Recommended Reading List

General Technology

Howard, William G. & Guile, Bruce R. (Eds.) Profiting from Innovation. New York: The Free Press, 1992.

Technology Forecasting

Porter et al. Forecasting and Management of Technology. New York: John Wiley & Sons, 1991.

Millett, S.M. and Honton, E.J. A Manager's Guide to Technology Forecasting and Strategy Analysis Methods. Columbus, OH: Battelle Press, 1991.

Technology Management

Goodman, R. A., Lawless, M.W. Technology and Strategy, Conceptual Models and Diagnostics. Oxford, U.K.: Oxford University Press, 1994.

Steele, Lowell W. Managing Technology, the Strategic View. New York: McGraw-Hill, 1989.

Betz, F. Strategic Technology Management. New York: McGraw-Hill, 1993.

Khalil, T. Management of Technology, the Key to Competitiveness and Wealth Creation. New York: McGraw-Hill, 2000.

TM 620 Technology Planning

Fall 2004 Schedule, Tentative

Class Date	Topics	Readings/ Assignments
Session 1 August 24	Introductions & Course Administrative Information The Nature of Strategic Management	David Chapter 1
Session 2 August 31	The Mission Statement Teams formed, Projects identified	David Chapter 2
Session 3 Sept. 7	The External Assessment Project Proposal Presentations, all Teams	David Chapter 3
Session 4 Sept. 14	The Internal Assessment	David Chapter 4
Session 5 Sept.21	Strategy Analysis Project Status Reports	David Chapters 5&6
Session 6 Sept. 28	Technology Strategies Project Status Reports Take-home Mid-Term Exam Distributed	Burgelman Reading II-15 Cases II-16, II-18
Session 7 October 5	Take-home Mid-Term Examination due Technology Maturation & Technology Substitution	Burgelman Reading II-9 Case II-11
Session 8 October 12	Simulation	To be determined

Class Date		Topics	Readings/ Assignments Due by
Session 9 October 19		Technology Inside the Firm Project Status Reports	Burgelman Readings III-1, III-2, III-4 Case III-1 Simulation Homework Due today
	Session 10 October 26	Technology Outside the Firm Project Status Reports	TBD
	Session 11 November 2	Technology Forecasting	Handout Regression Homework due next week
	Session 12 November 9	Selecting Programs and Managing Risk Project Status Reports, all Teams	Burgelman, TBD Regression Homework due today
	Session 13 November 16	Selecting a Technology Strategy	Burgelman Readings IV-5, IV-6, IV-7 Cases IV-5, IV-6
	Session 14 November 23	Team Project: Work Session
	Session 15 November 30	Selecting a Technology Strategy (continued) Team Final Project Written Reports due	Burgelman Reading V-2
	Session 16 December 7	Final Project Presentations