UNIVERSITY OF ARIZONA

School of Information Resources

and Library Science

PLANNING AND EVALUATION

IRLS 608 Syllabus

Instructor

Dr. Margaret Higgins

Email: margaretahiggins@yahoo.com

Classes

June 11, 12 2005

June 18, 19 2005

June 25, 26 2005

8am-5pm

Location: 208 Harvill

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 & Readings

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, 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 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. Please ensure that you read both of your selected texts before class begins.

Please provide me with a 6 page (12 point font, double spaced) analysis of your learning from the texts. (for simplicity, 3 pages for each text). When describing what you have learned, refer to specific pages of the text books. Please have these available for me at the start of the first Saturday of the course. This will enhance your preparedness to share information, as part of class discussion.

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 American Psychological Association (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 required.

Presentation (15%): 10 minutes long. Each 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. Times for the presentations will be set during the first week of class.

Assignment 1 (20%): Max length 1200 words. Due at the start of class on the second Saturday of the course. 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: at the start of the third Saturday of the course. 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.

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.

Examination (20%): Exam; in class.



UNIVERSITY OF ARIZONA

School of Information Resources

and Library Science

PLANNING AND EVALUATION

IRLS 608 Course Outline

Instructor

Dr. Margaret Higgins

Email: margaretahiggins@yahoo.com

Weekend One (Outline subject to alteration as the class progresses)

Course Introduction; What is Management? What is Marketing? What is Planning & Evaluation?

Information Centers and Services: typologies

Management: Theories, Organization Structure and Culture

Management: Leadership; Communication; HR

Marketing

Weekend Two

Planning: Strategic; Marketing; Requirements

Environmental scanning Competitor analysis

Customer / User/ Client analysis

Analysis & Strategy

Weekend Three

Evaluation: what, why & how?

Implementing evaluation methods

Corporate services planning: consideration; Presentations

Public services planning: considerations; Presentations

Academic services planning: considerations; Presentations

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