UNIVERSITY OF ST. THOMAS

Course Syllabus for:

Qualitative Forecasting for Engineering and Manufacturing Management

MMSE/ETM 799

COURSE: Spring 2002

Location:              

     Campus:           St. Paul    

     Room                OSS LL10 

     Dates                January 3 to April 11, 2002

                       

Time:

     Days                  Thursdays

     Hours                5:30 –  8:30                             

 

Instructor Name:    Earl C. Joseph

Instructor Qualifications:

     Academic         Professor: University of St. Thomas, Walden University, and Metropolitan State University

  Industry             32 Years - Sperry Univac Computer Scientist and Designer, Director, Project Manager (Engineering, Manufacturing, & Programming), Programmer, and Futurist; 16 years as President, Anticipatory Sciences Inc.

Instructor Phones:

     Home                (651) 290-2846                      

     Office:               (651) 290-2846

     e-mail                              ejoseph@waldenu.edu

Instructor Address:

     Home & Office  365 Summit Ave.

                              St. Paul, MN 55102

Instructor’s Office Hours: Most any time, day or evening,  Call to discuss course or to set-up a meeting; instructor does not have an office at the University but can meet with students.

 

Department Chair:

     Name                Ronald J. Bennett, Ph.D.

     Phone               (651) 962-5762

     E-mail                              rjbennett@stthomas.edu

Department Secretary:

     Name                Kelly O’Toole

     Phone               (651) 962-5755

     E-mail                              kaotoole@stthomas.edu

 

Text:

     Handouts and information accessed on the WEB

 

Supplemental Material: Copies of slides from class presentations

 

Pre-requisites: Students should have university level skills (writing, verbal, presentation, etc.).  No prior experience with forecasting is needed.  However, the ability to use computer word processing, e-mail, and use of the Internet/Web is required for the assignments and to obtain course text material to read. 

 

Competency Statement

 Knows and understands the basic concepts of qualitative forecasting useful for engineering technology, systems engineering, and manufacturing management and business (plus in special areas of interest to students attending).  Knows basic concepts of developing and emerging technology, business and manufacturing management futures and methods for their forecasting, including knowledge of trends, possible alternatives, forces-of-change, plans and strategies; is prepared to assist in bringing about desirable business futures and has an outlook for business alternatives. Knows qualitative forecasting methods including trend projecting, Delphi analysis, content analysis and projection, scenario development, and much more.

 

Course Content

Course Description: The primary goal of this course is to give students the background necessary to function effectively in environments which rely on knowledge of possible futures.  Although this course will not make a student an expert futurist/forecaster, it is designed to enable a student to develop forecasts, communicate with such experts and understand (evaluate) their output.  The skills gained should be sufficient for a student to become an active participant in the selection of forecasts most useful to their career area and the institution they will be involved with throughout their career.

 

This course will prepare a student to enter more advanced courses.  It will also assist in providing knowledge for understanding the impacts -- both positive and negative -- of changing future events and advances in technology, organizations, and in society.  A typical student will also get some rudimentary “hands-on” exposure in the use of a variety of forecasting forecasting, cases, and business decision making for  assisting in creating “better” futures.

 

Learning Outcomes: Upon successfully completing this course, students should possess knowledge of:

  how to continually increase their knowledge about forecasting and emerging/developing futures

  manufacturing management use of qualitative forecasting

  has a working knowledge about strategic planning

  understands future trends and alternative futures, management, and societal impacts and consequences of possible futures.

 

Student Responsibilities

·   Student is responsible for pre-requisite knowledge.

·   Students are responsible for information in the syllabus, readings, and class assignments and tects.

·   Students must complete all assignments for the class.

·   Students are expected to have completed assigned readings and assignments prior to each class meeting (except for the first class).

·   Notify instructor in advance if unable to meet deadlines.

·   Students are expected to attend each lecture and to participate in class discussions.  Students should notify the instructor in advance if there is a conflict for scheduled tests or assignment deadlines.

·   Students with any special learning needs must notify the instructor in writing at the start of the course.  Accommodations will be made within reasonable limits. 

·   All Metro State students should have a current, valid public library card.  Minneapolis, St. Paul, and county libraries offer on-line catalogs and many CD-ROM article indexes, some full-text.  Students can  use personal computers with modems to dial-up library catalogs at home or may use Metro State Academic Computer Centers

·   Students can also use University of St. Thomas resources while on site.

·   Plagiarism or cheating is not expected nor allowed

 

Faculty Responsibilities:

·   The instructor will come prepared to all classes.  If the instructor is unable to attend a class meeting, every attempt will be made to find a substitute instructor.  If no substitute can be found, students will be notified prior to the class meeting.

·   The instructor will return graded assignments within a reasonable time period.

·   Instructor will answer telephone messages within a reasonable time period, unless absence is indicated on the answering machine.

·   The instructor will be available for pre-arranged student meetings at student requests.

 

Course Evaluation:

Task                             % of Total Grade

Mid-Quarter                 20%

Final exam                  20%

Paper                           20%

Class/Other Exercises  20%

Class Participation       20%

 

·         Incompletes: Students must complete all exercises, paper, Mid-Quarter Exam, and Final Exam to obtain a grade, if not an incomplete is given.

·         Assignments: Papers and exercises not done in class should be word-processed using a computer.

·         Late Assignments: Must complete all within a week after when due.

·         Extra Credit Opportunities: A number are offered in class and in the exams.

·         Final Grade Criteria: Based on points per assignment on content of submitted effort.

·         Appeals: Talk to instructor first; if not satisfied, follow University of St. Thomas guidelines.

·         Cheating and Plagiarism: Not expected nor allowed.

 

Evaluation Policies: Any student who wants a narrative evaluation in addition to a lettergrade must have designated this at the time of registration.  Explanation of letter grades:

 

·   A or A-         excellent work

·   B+, B, or B-    good work

·   C+, C, or C-         adequate work                     

·   D                   partially adequate work (but below competence level)

·   F                unworthy of credit

 

Class Cancellation or Schedule Changes: If the school is closed due to bad weather, it will be announced.  Some topic schedules may change and will be announced by the instructor.

 

Class Session Details

Class 1: Introduction

Date:

Readings: Access and read: Course syllabus and Handouts

Assignments Due: Class exercisers

Learning Objectives: 1) Introduction to forecasting, 2) historical perspectives, 3) some basic philosophy, and 4)  some modern approaches.

Class Activities: Introductions (instructor and students), who we are and the reason for taking this class; lecture; class exercises.

Assignments 1: Access and read: http://gbr.pepperdine.edu/001/forecast.html; http://www.furman.edu/~stanford/h1.htm

 

Class 2: Theoretical Foundations

Date:

Readings Due: Handouts

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Ancient roots of future studies, 2) basic foundations and philosophy, and 3) some modern directions and philosophy.

Class Activities: Discussions and class exercises

Assignments for next meeting: http://www.mnfuturists.org/tutorial05.htm; http://www.gematel.com/Edisi22/ArtikelLepas/lepas1-e.html;

 

Class 3: Trend Forecasting

Date: 

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Trend forecasting basics, 2) trend forecasting curves and language,  3) trend forecasting applications, and 4) some trends.

Class Activities: Discussions and class exercises

Assignments for next meeting: http://www.mnfuturists.org/tutorial05.htm;  http://tpac.gcatt.gatech.edu/papers/techforcast.html; http://morris.wharton.upenn.edu/forecast/

 

Class 4:Scenarion Forecasting

Date: 

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Scenario forecasting basic methodology, 2) scenario forecasting philosophy, and 3) some scenarios

Class Activities: Discussions and class exercises

Assignments for next meeting: http://www.wfs.org/barner.htm; http://www.strategeeze.com/scenario.htm; http://www-marketing.wharton.upenn.edu/forecast/standardshort.pdf

 

Class 5:Understanding Change

Date: 

Readings Due:

Assignments Due:

Learning Objectives: 1) Changes cause the future to change, 2) change is what forecasts forecast, 3) challenges of change in forecasting, 4) change defined,5) forces-of-change, and emergig and developing issues (threats and opportunities).

Class Activities: Discussions and class exercises

Assignments for next meeting: http://www.informationweek.com/story/IWK20011005S0006, http://www.gov.on.ca/OMAFRA/english/rural/facts/91-014.htm, http://www.scottlondon.com/reports/change.html, http://online.northumbria.ac.uk/faculties/art/information_studies/impel/change1.htm

 

Class 6: Strategic Planning

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Forecasts are involved in strategy planning, 3) strategic planning and forecasting philosophy, 4) critical success factor forecasting, 5) SWOT analysis, and 6) strategic planning processes.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 7: Trends Versus Fads

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Is it a fad or an emerging trend?, and 2) fads and trends defined.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 8:Technology Forecasting

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Methods of technology forecasting, 2) engineering technology forecasts, 3) computer impact on forecasting, and 4) some laws used in technology forecasting.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 9:Human/Staff Development Futures

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Forecasts of human development, 2) human development forecasting, and 3) forecasting core competencies.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 10: System and Organization Development

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Systems philosophies, 2) social systems and organizational futures, 3) organizational development, 4) forecasting and general systems,  and 5) some current and future organizational forms.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 11: Business Forecasting

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Forecasting methods for business, 2) best practice forecasting, 3) competitive intelligence forecasting, 4) some business forecasts, 5) business trends and alternative futures, and 6) some business forecasts

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 12: Manufacturing Forecasting

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Manufacturing development forecasting, 2) technology advances impact on manufacturing, 3) manufacturing trends and forecasts, and 4) some alternative forecasts for manufacturing.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 13: Road-Mapping Futures

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Developing future road maps, 2) future wheels, 3) PERT, and 4) future time lines.

Class Activities: Discussions and class exercises

Assignments for next meeting: To be announced

 

Class 14: Special Topics

Date:

Readings Due:

Assignments Due: Assigned exercisers and class exercises

Learning Objectives: 1) Discussion of additional topics students desired to be added and 2) future perspectives on forecasting.

Class Activities: 1) Lecture and 2) Final Test.