1. EAS590: Case Studies in Engineering Management Dr. Robert E. Barnes January 14 th, Spring 2009

2. EAS590 It is intended to be the third and final course in our School's Engineering Management series. As such, it is based on the knowledge that you've gained from - EAS521 - Principles of Engineering Management I, andEAS521 - Principles of Engineering Management I, and EAS522 - Principles of Engineering Management II.EAS522 - Principles of Engineering Management II.

3. For this evening I would like to accomplish the following - 1. Share with you the specific course requirements 2. Have a brief discussion about engineering management 3. Say a few words about case studies 4. Hear from each of you as to who you are 5. Form small groups that will be the work groups for the semester 6. Decide on a grading proportion 7. Work on a sample case together

4. SPECIFIC COURSE REQUIREMENTS 1 of 7 Six (6) oral and written cases done in small groups Six (6) oral and written cases done in small groups an “A” must have a good literature review an “A” must have a good literature review each person must write a brief white paper for each case at the end of the second night, stating what was the single most important thing you learned from the case each person must write a brief white paper for each case at the end of the second night, stating what was the single most important thing you learned from the case each person must hand in an evaluation of group members for each case each person must hand in an evaluation of group members for each case Pass out Syllabus and Schedule

5. ? What are some of your ideas as to what engineering management is?

6. Functions of Engineering Management – 2 of 7 Organizing StaffingDirecting (Motivating & Communicating) Controlling (Measuring & Correcting) Planning DiPietro, 1986, in Handbook of Engineering Management Bennett, 1996, in The Management of Engineering

7. Typical Organizational Chart

8. Engineering managers are interested in products/processes that are – On schedule On schedule On budget On budget At the desired quality level At the desired quality level

9. Engineering Management sequence at UB Engineering PRINCIPLES OF ENGINEERING PRINCIPLES OF ENGINEERING MANAGEMENT I MANAGEMENT II Planning Cost Accounting Organization Marketing Leadership Engineering Economics Control Financial Mgt Setting Objectives Marketing Strategies Decision Making Equipment Replacement Forecasting Capacity Expansion Budgeting Capital Budgeting Investment Decisions Investment Decisions CASE STUDIES IN ENGINEERING MANAGEMENT An integration of previous knowledge with any required new information to solve posed questions.

10. Premise My premise throughout the course is – you are competent engineers you are competent engineers we need to work on management we need to work on management aspects of the job Integrating both, we will learn to solve cases well.

11. CASE STUDIES – 3 of 7 Identify problems and classify them Identify problems and classify them (symptoms v. root causes: fever v. virus, scrap v. worn tool) Analyze problems and determine which problems (a prioritizing scheme), when addressed, will give us improvement commensurate with what we are willing and able to invest – financially, intellectually and time- wise Analyze problems and determine which problems (a prioritizing scheme), when addressed, will give us improvement commensurate with what we are willing and able to invest – financially, intellectually and time- wise

12. CASE STUDIES - continued Generate alternatives Generate alternatives Analyze their strengths and weaknesses Analyze their strengths and weaknesses Recommend a solution(s) Recommend a solution(s) and importantly, Communicate results to others! and importantly, Communicate results to others!

13. Your job, for each case, will be: to provide a reasonable solution to provide a reasonable solution to consult the literature -- we learn much from the ideas of others to consult the literature -- we learn much from the ideas of others to communicate persuasively both in writing and orally to communicate persuasively both in writing and orally

14. Who are you? 4 of 7 Pass out Bio Form

15. Choose Small Groups 5 of 7 Pass out Group Form

16. Choose Grading Proportion 6 of 7 Pass out Peer Evaluation Form

17. Practice Case Study 7 of 7 Pass out Practice Case Study

18. Sample Case: Org Chart for Product Development Group EAS590, Spring 2007

19. solution solution define problemclassification recommendation symptoms outcome Steve’s desire/ambitionstrategic planning get mission – vision, clarify, create any needed, communicate Steve – direct reportsorganization align reasonably, draw (too many?) span of control org chart: guideline: 7 +/- 2 many projectswork type/load assessment analyze and define acceptable: organization employees, mix and # of staffing & training projects (relationship to (expertise of employees: company’s plan, right training & experience) kind? too many?), choose and organize staff, train as needed friction betweenemployees relations, know formal rules and Steve & Johncontract precedents of company, communicate communicate

20. Questions Next week – Technical Communications