Technology for Management Functions - DOC

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					 CE595/IME 430 - MANAGING ENGINEERING AND TECHNOLOGY - Summer 2008
                     Instructor - Professor Jacob Van Roekel
                                   3 Credit Hours


Text: Managing Engineering and Technology by Daniel L. Babcock & Lucy Morse, Prentice
      Hall, 2007, Fourth edition, ISBN 0-13-199421-2.

Course Goals and Objectives:

       This course introduces the management functions of planning, organizing, motivating,
       and controlling; it analyzes the application of these functions in research, design,
       production, technical marketing, and project management; and it studies evolution of the
       engineering career and the transition to engineering management."

       This is a brief and general outline and accordingly is limited in value to describe the
       course goals and objectives. This syllabus is for the purpose of giving you more specific
       information about what I intend this course to accomplish.

       The objectives are:

       1.     To develop an understanding of the nature and role of technology.

       2.     To develop an understanding of the nature and role of engineering management.

       3.     To have a significant understanding of the functions of technology management.

       4.     To develop an appreciation for the different technology management roles
              throughout the product life cycle.

       5.     To understand some of the fundamentals of managing technology projects.

       6.     To understand some of considerations that impinges upon managing your
              engineering career.
                             CLASS SCHEDULE

                                                                     Reading
                                                                     Assignment
Class Topics                                                         Babcock

May 27         Course Introduction

               Nature and Roles of Engineering and Management        Chap. 1

               Historical Development of Engineering Management      Chap. 2

May 29         Planning and Forecasting                              Chap. 3

               Decision Making                                       Chap. 4

               Organizing                                            Chap. 5

June 3         Some Human Aspects of Organizing                      Chap. 6

               Motivating and Leading Technical People               Chap. 7

June 5         Controlling                                           Chap. 8

               Managing the Research Function                        Chap. 9

               Review

June 10        Mid Term Exam (Chapters 1 - 9)

               First journal report due: Find a current journal
               article relating to the implementation of some new
               technology and write a short report on how the
               implementation is being managed (One type written
               double spaced page is sufficient for the journal
               report assignments).
               Graduate students research paper topic due:
               You need to have decided on what your term paper
               topic will be by this time. I will want to see what
               you will be writing about.


June 12        Managing Engineering Design                           Chap. 10

               Planning Production Activity                          Chap. 11
June 17              Managing Production Operations                          Chap. 12

                     Engineers in Marketing and Service Activities           Chap. 13

                     Project Planning and Acquisition                        Chap. 14

June 19              Project Organization, Leadership, and Control           Chap. 15

                     Achieving Effectiveness as an Engineer                  Chap. 16

June 24              Managerial and International Opportunities for Engineers Chap. 17

                     Special Topics in Engineering Management                Chap. 18

                     Review.

June 26              Final exam
                     2nd journal report due
                     Graduate students research paper due (10 double spaced pages)


                               PERFORMANCE MEASURES

                            Mid Term Exam Points         150

                            Final Exam Points            150

                            Class Participation          10

                            Journal Reports (grads)      100 (50)

                            Research Paper (grads)       100

                                   Total Points          410(460 grads)

Grades will be based on 10 % increments of total possible points from 90% – 100% = A; 80% –
89% = B; 70% – 79% = C; 60% – 69% = D, and less than 60% = F.
                                          Research Paper

        One of the requirements for this course is to complete a paper dealing with the
management of some technical activity, facility, etc., that is of particular fascination to you. The
class syllabus handed out indicates that a proposed topic for the term paper is due at mid term.
This suspense is to insure that you will have enough time to use the library, etc. An example
topic might be "The St. Louis Gateway Arch". Then, the management issues could deal with the
planning and construction of the Arch including problems and hurdles encountered during the
process.

         The topic chosen can be one of your choice, but requires my approval. The emphasis is
on the management of a technical or engineering activity, facility, etc. You will need to do some
library literature research in the process of selecting a topic so that there is some level of comfort
that literature is available relative to the topic chosen.

       As indicated in the course syllabus, the term paper will constitute 100 points out of a total
of 515 points for the course (22%). The 100 points will be distributed as follows:

       Appearance of Paper, i.e., layout, English, spelling, etc.                     10

       Statement of management issue(s) and significance                              10

       Literature review (including bibliography)                                     10

       Body of paper with analysis                                                    50

       Conclusions/summary                                                            10

       Overall flow of paper                                                          10

                                               TOTAL                                  100

     A general guideline as to the size of the paper would be ten double spaced pages.
Emphasis is on quality rather than quantity.
                         HIGHLIGHTS OF TOPICS IN
                  MANAGING ENGINEERING AND TECHNOLOGY


As a result of studying Managing Engineering and Technology, you should have accomplished
the following in order to achieve the course goals and objectives stated in the syllabus:

Chapter 1:   Engineering and Management

      Understand the nature and role of technology in society. Be able to discuss the product
      development process. Understand the role of engineering and engineers. Be able to
      describe how "engineering' and "management" meet the definition of a profession.

      Be able to distinguish between the three levels of management.

      Be able to define any of Mintzberg's managerial roles and Koontz's managerial functions.

      Be able to distinguish between Engineering management and general management.

Chapter 2:   Historical Development of Engineering Management

      Be able to identify key early contributions to engineering management, such as the
      development of staff concepts, interchangeable parts, and the significance of the
      industrial revolution.

      Be able to discuss the significance and limitations of Scientific Management and
      generally the contributions of key persons.

      Be able to describe the contributions of Fayol and Weber.

      Understand the nature and significance of the Hawthorne studies.

Chapter 3:   Planning and Forecasting

      Be able to distinguish between mission, strategy, and objectives.

      Be able to describe the process and purpose of management by objectives.

      Understand planning premises, planning horizon, policies, and procedures.

      Understand the importance of sales estimates.
      Be able to describe the weighted moving average, exponential smoothing methods, and
      forecasting methods.

      Be able to discuss the concept and importance of technological forecasting.
      Understand the concepts of innovation and entrepreneurship.

Chapter 4:   Decision Making

      Be able to distinguish between routine and non-routine decisions, and between
      optimizing and satisficing.

      Be able to discuss the use of models in management science.

      Be able to diagram a payoff table and distinguish between decision making under
      certainty, risk, and uncertainty.

      Be able to solve a simple linear programming problem.

      Be able to make decisions under risk by maximizing expecting value using a payoff table
      and/or decision tree.

      Understand what queuing theory and simulation are about.

      Be able to make decisions under uncertainty using maximax, maximin, equally likely,
      and minimax regret assumptions.

      Understand from computer-based information systems.

Chapter 5:   Organizing

      Be able to distinguish between a proprietorship, partnership, corporation, and
      cooperative.

      Be able to define "organizing" and discuss the use of key activities in organizing.

      Be able to describe where each of the several models of departmentation might be
      appropriate.

      Be able to discuss the factors affecting span of control.

      Be able to distinguish between line, staff, and service relationships and functional
      authority.

      Be able to discuss the key findings of Woodward and Aston studies.

      Understand the implications of computers on organizational structure.

Chapter 6:   Some Human Aspects of Organizing

      Understand the key steps in selecting technical personnel (establishing requirements, use
      of resumes and applications, interviews, reference checks, and plant visits).

      Be able to compare methods of appraising performance.

      Understand and be able to discuss formal authority and influence and the five key sources
      of power.

      Be able to distinguish between assigning duties, delegating authority, and exacting
      accountability.
      Be able to discuss the barriers to delegation by engineers.

      Understand why committees and meetings are used and how to make them effective.

Chapter 7:   Motivating and Leading Technical People

      Be able to compare the content theories of motivation developed by Maslow, McGregor,
      Herzberg, and McClelland.

      Understand the key process theories of motivation: equity, expectancy, and behavior
      modification.

      Be able to discuss leadership traits and matrix approaches to understanding leadership,
      such as the managerial grid.

      Be able to describe the nature of Tannenbaum & Schmidt's leadership continuum.

      Be able to describe Fiedler's contingency model and contrast its assumptions with those
      of Tannenbaum & Schmidt.

      Be able to discuss the nature and attributes of technical professionals.

      Be able to describe some differences between research scientists and applied engineers.

Chapter 8:   Controlling

      Be able to describe the steps of the control process.

      Be able to distinguish between closed-loop (automatic) and open-loop control.

      Be able to distinguish between feedback and feed forward control systems.

      Be able to describe the purpose and use of a balance sheet and an income statement for
      financial controls.

      Understand and create financial ratios from financial data.
      Understand the budgeting process and significance of responsibility (cost or profit
      center).

Chapter 9:   Managing the Research Function

      Understand NSPE New Product Development Process, Blanchard's Product Life Cycle
      and Betz's Technology Life Cycle.

      Understand in gross terms who funds and who performs R&D by type in the U.S., and
      identify the sectors performing most R&D.

      Be able to distinguish between alternative new product/technologies strategies.

      Understand the need for screening research ideas and the simple and weighted checklist
      methods of doing so.

      Understand the simple payback time method.

      Be able to find the net present worth of future income given a corporate rate of return.

      Be able to describe and distinguish between patents, copyrights, trademarks, and trade
      secrets.

      Understand the steps in the creative process.

      Understand how to encourage creativity in technical employees.

      Understand the support services needed to make research and engineering effective.

Chapter 10: Managing Engineering Design

      Understand the nature of engineering design and the phases or stages in systems
      engineering and new product development processes.

      Be able to describe the control systems in design, how they relate, and when in the
      process they occur – drawing/design release, configuration management, design review,
      and management audit.

      Understand the issues related to product liability.

      Be able to define risk and reliability and the understand the significance of reliability.

      Know what the other “ilities” in design are.
Chapter 11: Planning Production Activity

      Understand the vital nature of productivity as it relates to our national interests and the
      central position that the engineer has in production organization.

      Understand the considerations for plant location, design, and layout in planning
      manufacturing facilities.

      Generally understand the concepts of EOQs, Break-even charts, and learning curves.

      Understand the MRP and MRP II and their differences in production control activities.

      Be able to describe the concepts of Just-In-Time inventory management.

      Understand and be able to describe the evolution of flexible manufacturing systems.

Chapter 12: Managing Production Operations

      Be able to define quality assurance, its importance to being competitive, and to describe
      and list its costs.

      Know generally the how statistics are used in quality assurance.

      Be able to describe how Demming impacted the world of quality assurance and the
      concepts of Total Quality Management.

      Be able to define productivity.

      Understand how maintenance and facilities (plant) engineering impact on managing
      production operations.

Chapter 13: Engineers in Marketing and Service Activities

      Understand the types of marketing relationships and the extent of engineering
      involvement in marketing industrial products.

      Understand how and where a large number of engineers are involved in service
      organizations.

Chapter 14: Project Planning and Acquisition

      Know the characteristics of a project.

      Be able to discuss the process of anticipating and preparing proposals that are essential to
      the life of project organizations
      Be able to list and describe the planning and control tools used in project management –
      statement-of-work, milestone schedule, work break-down schedule, gantt chart, and
      network scheduling systems (CPM & PERT).

      Be able to discuss the types of contracts.

Chapter 15: Project Organization, Leadership, and Control

      Know the basic elements of a project driven organization.

      Be able to the basic types of organizations, which are more suited for project
      management, and the relationships between project manager, functional manager, and
      working engineer.

      Know the key elements of the Project Manager’s charter and their importance.
      Understand the aspects of motivation, managing conflict, and team building.

      Be able to discuss the key tools for managing and controlling the project schedule and
      cost.

Chapter 16: Achieving Effectiveness as an Engineer

      Understand the results of the 1984 AAES survey.

      Learn how successful engineers manage their careers and understand that your technical
      expertise is only part of your total package.

      Understand the importance to getting off to the right start. Know the advice of successful
      engineers regarding your work (the first 5 years most important) including initiative,
      visibility, and corporate culture; regarding your boss including selection, keeping he/she
      informed, and making his/her job easier; and regarding associates/outsiders.
      Be able to chart your career including your definition of success, career direction/field,
      and career stages.

      Understand the importance of communication and how effectively communicate your
      ideas.

      Understand the importance of life-long learning, accreditation, registration, and
      certification.

Chapter 17: Managerial and International Opportunities for Engineers

      Understand the relationship of management to an engineer’s career and the need for
      engineers in top management.
      Understand the importance of international trade to US interests and the nature of
      multinational companies regarding regions, cultures, trading blocks, etc.

Chapter 18: Special Topics in Engineering Management

      Understand the changing position of women, minorities, and internationals as engineering
      becomes a more diverse profession.

      Understand the different philosophies regarding ethics and their relationship to ethics of
      the engineering profession.

      Understand be able to discuss the ethical questions that were present in the Hyatt
      Regency and Challenger disasters.

				
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