PLANNING AND EVALUATION

Instructor
Dr. Margaret Higgins
Email: margaretahiggins@yahoo.com

Classes
Thursdays 6.00 – 9.00 pm; Location CHVEZ 304

Office Hours
By appointment

Course Aims & Objectives
The course aims to develop an understanding of the management and planning process so that a variety of services and programs, in a range of settings, can be effectively and efficiently implemented. It also aims to develop an understanding of the need for evaluation; to explore methods of evaluation; and to assess mechanisms for program and service implementation. The course will adopt a marketing and management approach, grounded in a user-driven philosophy.
After course completion students will be able to:
Articulate the extant management theories, and understand the following concepts: organizational structure, organizational culture, leadership, management/decision-making, budgeting, personnel, policy formulation, and strategic planning
Identify and position their services within the broader information, education, and recreation markets
Identify approaches to planning and implement the correct approach as appropriate and as dictated by the context
Identify the elements of marketing; draw up marketing plans for new services; and develop a coherent planning and marketing strategy
Evaluate and assess current and newly implemented services to effect continual improvement.
Text
I do not propose to use a set text because, by and large, they are far too expensive. However, I want each of you to go to a local bookstore (second hand is fine) and acquire a recently published, regular, bulk standard, management textbook. The sort of thing that would be used in, say, any beginning Management class. All of the books will cover just about the same material. I would also like each of you to buy a bulk standard marketing textbook. If you go to a second hand store you will pay maybe a couple of dollars for each of these books. If you are so moved, you could also chase down a copy of the following: Robert D. Stueart and Barbara B. Moran. Library and Information Center Management, Libraries Unlimited, Greenwood, Colo. Any edition will do. Beware: new copies of this book are pretty expensive.
Code of Academic Integrity
Students are required to comply with the University's expectation of academic honesty as delineated in the University's code of Academic Integrity. 'The guiding principle of academic integrity is that a student's submitted work must be the student's own'.
Expectations
My agenda includes encouraging all students to become confident speakers and critical thinkers. It is up to you, as future leaders, to fight for the services in which you believe; to fight for the funding necessary to provide the services; to be able to stand up and argue your point of view; and to be credible and confident in what you are doing - and to persuade others of this credibility and confidence. To these ends I try to incorporate opportunities for students to experience thinking, speaking, and arguing with confidence. Your impression management skills are important to the future success of yourself and your chosen profession.
Grading
A (100-90); B (89-80); C (79-70); D (69-60); F (59 and less)
Notes: No late assignments will be accepted without medical or other super-good reason (which must be approved in advance); no handwritten assignments will be accepted; gender-biased language is unacceptable. Please use APA style for all assignments.
Evaluation
Students will be judged on participation, leadership, written work, and an examination. Participation is absolutely required.
Participation (5%): Questions, comments, interesting and related sidelights will be welcomed and for each topic in class, you will be expected to read 2 articles or chapters, etc. on the relevant topic. You can use the chapters from your selected texts, but you will also need to go beyond that. For each article / chapter, provide me with a complete and accurate citation for the item, and a brief annotation of no more than 50 words for each item. These will be due on the date the subject will be discussed in class. (This will enhance your preparedness to share information, as part of class discussion.)
Presentation (15%): 10 minutes long; Each week a student will speak on a topic - it could be a 'case' study of an event in their organization which they think was either well-planned or ill-planned. Or they could also choose an event from their own lives (overseas travel? birth of a child? running a marathon?) which they wish to describe to the class in terms of the planning that took place (or should have taken place?!). A critical appraisal of the event, and not merely a description, is required. Dates for the presentations will be set during the first week of class.
Assignment 1 (20%): Max length 1200 words. Due: Feb 17. Select a management theory (either from the text or elsewhere) that interests you. Locate some other sources that describe the theory (not more than two or three other sources) and write an analysis of your selected theory using all of your sources; explain how you believe the theory relates to current problems in information agencies, or your own organization. Why? Be detailed.
Assignment 2 (40%): Max length 2500 words. Due: April 7. In groups of approximately 4, develop a full plan for implementation and marketing of a new service. Take a practical example from your own work environment (surely some of you will be working towards a new program or service?); you do not have to choose an information environment. Amongst other things, state the realistic financial impacts of the new 'service'; state the marketing strategy to be used; state how the service will be evaluated; etc etc. A group presentation of the plan to the class will be required as part of the assignment. (Pretend you have to ‘sell’ the plan to the class). Note: I may be able to help you select a new service or similar. Talk to me.
OR
Individually, write a detailed case study of a past event (implementation of a new service? implementation of an event such as a book sale?) from your own organization. (Or see me if you wish to use a different organization). Critically describe its planning (or non-planning as the case may be). Use detailed notes derived from interviews with relevant staff members; minutes of meetings; etc. State the rationale for the planned activity/service/program; focus on the marketing activities undertaken, look at the budget process, and on the results achieved. Briefly describe the process for measurement of the success of the service. Explain how the planning could have been improved, if that is the case. A presentation of the plan to all students will be required as part of the assignment.
Examination (20%): Exam; in class.
Class sessions:
Jan: 13, 20, 27; Feb: 3, 10, 17, 24; Mar: 3,10, 24, 31; April: 7, 14, 21, 28; May: 5

COURSE OUTLINE
(Subject to alteration as the class progresses)
Jan 2005
13 Course Introduction; What is Management? What is Marketing? What is Planning & Evaluation?
20 Information Centers and Services: typologies
27Management: Theories, Organization Structure and Culture
Feb
3 Management: Leadership; Communication; HR
10 Marketing
17 Planning: Strategic; Marketing; Requirements
24 Environmental scanning
Mar
3 Competitor analysis
10 Customer / User/ Client analysis
24 Analysis & Strategy
31 Evaluation: what, why & how?
April
7 Implementing evaluation methods
14 Corporate services planning: consideration; Presentations
21 Public services planning: considerations; Presentations
28 Academic services planning: considerations; Presentations
May
5 Exam

Some Interesting Reading Material – and there’s a lot more out there!
Bennis, Warren. On Becoming a Leader New York, Addison Wesley, 1989
Block, Peter. The Empowered Manager, San Francisco, Jossey-Bass, 1987
Capezio, P. Secrets of Breakthrough Leadership, Career Press, 1997
Covey, Stephen R. Principal Centered Leadership or The Seven Habits of Highly Effective People or other titles New York, Simon, various dates.
Drucker, Peter. “Management’s new Paradigms” Forbes 162 (October 5, 1998:155)
Gardner, John. On Leadership, New York, the Free Press, l990
Hesselbein. The Leader of the Future, New York, Drucker Foundation, 1996
Kanter, Rosabeth Moss. On the Frontiers of Management, and other titles. Cambridge, Harvard Business School, 1997
Kelley, Robert. The Power of Followership. New York, Doubleday, 1992
Kouzes, James and Posner, Barry. The Leadership Challenge, San Francisco, Jossey-Bass, 1987
Mintzberg, H. “Musings on Management” Harvard Business Review 74 (July-August, 1996:61)
Peters, Tom. Thriving on Chaos New York, Harper, 1987
Reflections on Leadership: How Robert K. Greenleaf’s Theory of Servant Leadership Influences
Schein, Edgar H. “ Organizational Culture” American Psychologist 45 (February, 1990):111
Today’s Top Management Thinkers, New York, J. Wiley, 1995
Senge, Peter. Fifth Discipline: Art and Practice of the Learning Organization
Sheldon, Brooke E. Leaders in Libraries; Styles and Strategies for Success. Chicago, ALA, 1991
Weiss, Robert. Leadership Secrets of Attila the Hun. New York, Warner, 1985

Updated: 12/7/04