APICS CPIM Courseware UpdateAPICS CPIM Courseware Update

Date: November 18, 2009

CPIM Courseware Update

Jerry Kilty, CFPIM, CIRM, CSCPQuality Management Solutions, Inc.

CPIM Courseware Update Plan

• Three-year plan– 2008: Rewrite BSCM – 2009: Rewrite DSP and SMR – 2010: Rewrite MPR and ECO

– 2008, 2009, and 2010: Update all courseware to be consistent with the latest exam content manual (ECM)

Today’s Agenda

• Instructional design changes • Content changes in the new DSP • Content changes in the new SMR • Updates to MPR, ECO and BSCM • Preparing to teach • Summary

Instructional Design of New DSP and SMR Courses

Learning Objectives

From:

To:

Specific, measurable objectives to guide instructor and students

5 3 © 2010 APICS CONFIDENTIAL AND PROPRIETARY

Learning Objectives

Supply Chain Management– Describe the relationship between the supply network and an

organization’s supply chain.

– Explain that supply networks consist of the flow of quality, speed, dependability, flexibility, and cost among operations.

– Explain the role of supply chain management in managing flows among operations owned by different organizations.

Capacity Planning– Explain the advantages and disadvantages of large- and small-

scale facilities.

– Describe the impact of scale of operations on capacity planning.

– Differentiate between lead and lag capacity strategies.

5 4 © 2010 APICS CONFIDENTIAL AND PROPRIETARY

Learning Objectives (cont.)

Managing Supply Chain Relationships– Differentiate between arm’s-length and long-term partnerships.

– Explain the objective of disintermediation.

– Describe the advantages of outsourcing.

– Describe the advantages of vertical integration.

– Explain the benefits of supplier reduction.

– Explain the improvements companies can make to reduce the bullwhip effect.

© 2009 APICS CONFIDENTIAL AND PROPRIETARY

Strategic Management of Resources, Version 1.4 – January 2009

Objectives of Session 5

Understand global sourcing and distribution and other international issues of managing the supply chain

Explain the strategic relationship among alliance members of the supply chain

Recognize how the choices and development of information technology affect the supply chain

5-3

Example IG Page and Transition Slide

• Transition slide header in IG corresponds to new transition slides

• Smaller slide graphics• More instructor guidance• References given• One-column format• New icons

Example PW Pages

Updated and improved content

Build Slide Icon

Solution Icon

Problem Icon

Problems and Solutions

Problem 1.2 Solution

DateQuantity Received

Unit Cost ($)

Inventory Value ($)

Usage Quantity

Issue Unit Cost ($)

Issue Value ($)

March ─ 10 0 ─

April 100 10 1,000 70

May 100 12 1,200 30

40

June 100 14 1,400 60

10

July ─ 16 ─ ─

July starting inventory of 90 at

14

14

14

0

980

420

12

12

10

480

720

100

$10 $900

Cost of goods sold = $2,700

Vocabulary Check

• ECM Key terminology• Reinforces dictionary definitions• Matching or crossword

Performance Check Answers

“Wiki” Activity

• Second half of last session• Students work collaboratively to build a knowledge base

on several topics (similar to “Wikipedia” approach)• Students then write mock exam questions• Students take the mock exam• Added as appendix to MPR, ECO, DSP, and SMR

Content Changes To DSP And SMR

New DSP and SMR Courses

• Why the Change?

– Update content to meet new 2010 ECM requirements

– Improve the narrative

– Improve participant content and instructor guidance

– Include more interactions and activities

– Reinforce key terminology

– Make a visual impact

– Improve the experience for the instructor and students

DSP Course Roadmap

Session:1. Inventory policies2. Inventory planning3. Information used in the

material planning process4. MRP mechanics: the basics5. Using MRP outputs and

managing projects6. Detailed capacity planning7. Detailed capacity

management8. Establishing supplier

relationships9. Supplier partnerships and

review activity

Key Content Changes - DSP

• New and improved performance check questions• Changed the MRP Mechanics section to be more

interactive• Expanded material planning content in project, flow

and lean environments• Updated the procurement section to support supplier-

customer collaboration and logistics approaches to accelerating the supply chain

Key Content Changes - DSP (cont.)

• Added ECM emphasis on:– Service industry content– Project management – Role of lean/JIT

• in resolving sales and operations planning conflicts

• on improving throughput and reducing inventory, and the financial implications thereof

• Improved the process flow scheduling and line balancing content

Reference Changes—DSP

APICS CPIM DSP reprints were updated from

2001 to 2010

SMR Course Roadmap

1 3 © 2010 APICS CONFIDENTIAL AND PROPRIETARY1 3 © 2010 APICS CONFIDENTIAL AND PROPRIETARY

Strategic Management of Resources

Case Studies and Review

Activity

Developing the Business Strategy

Aligning Operations with Supply Chain

Partners

The Global Environment

and Sustainability

Infrastructure Systems

Operations Strategy Choices

and Financial Measurement

Operations Strategy

Change Management

1. 2. 3. 4.

5. 6. 7. 8.

Session:1. Developing the Business

Strategy2. The Global Environment and

Sustainability3. Operations Strategy4. Operations Strategy

Choices and Financial Measures

5. Aligning Operations with Supply Chain Partners

6. Infrastructure Systems7. Change Management8. Case Studies and Review

Activity

Key Content Changes - SMR

• Increased emphasis or expanded coverage of– Business strategy development (competitive forces,

SWOT analysis)– Role of operations strategy and performance

objectives in supporting the business strategy– Supply chain management strategies– Financial analysis/measurement of operations

Key Content Changes - SMR

• New content in the following areas:– Supply network design and ownership issues– Expansion into foreign markets and globalization– Sustainability and corporate social responsibility– Risk assessment and mitigation

Key Content Changes - SMR

• Case studies:– Encourage “higher-level thinking”– Format: Short scenario descriptions followed

by probing multiple choice questions– Cover both service and manufacturing firms– Instructor guide explains the answers

Key Content Changes - SMR

• Six case studies covering seven topics:– Alignment of competitive and operations strategies– Operations strategy and performance objectives– Quality and operations management choices– Global competitive and operations strategy choices– Scale, capacity, and layout effects on operations– Quality systems and risk management/recovery– Differentiation between order winners and qualifiers

Reference Changes - SMR

• All prior references have been replaced by new content from selected textbook chapters and journal articles into a sourcebook

• The sourcebook is: APICS Strategic Management of Resources References Sourcebook, Pearson Custom Publishing, 2009.

• An exception is the 12th edition of the APICS Dictionary, which is not included in the sourcebook.

Reference Changes - SMR

• Textbooks:– Slack et al., Operations and Process Management, 2nd ed.,

FTPrentice Hall, 2009– Thompson et al., Crafting & Executing Strategy, 15th ed.,

McGraw-Hill Irwin, 2007– Horngren et al.,, Financial and Managerial Accounting, 2nd ed.,

Prentice Hall, 2008.– Jacobs et al., Operations and Supply Management, 2nd ed.,

McGraw-Hill Irwin, 2009.

Reference Changes - SMR

• Harvard Business Review Reprints:– Strategy and Society: The Link Between Competitive

Advantage and Corporate Social Responsibility– The Contradictions that Drive Toyota’s Success – The Secrets to Successful Strategy Execution– Leading Change: Why Transformation Efforts Fail

• Other Articles:– EMS and Sustainable Development: A Model and

Comparative Studies of Integration– Current Operational Practices of U.S. Small & Medium-Sized

Enterprises in Europe– Lean Accounting and Finance

Changes to MPR, ECO, and BSCM

2010 ECM Reference Changes

BSCM: – BSCM reprints updated from 2006 to 2009

ECO:– Added: Intro. to Materials Management, Arnold et al.– Removed: Capacity Management by Blackstone– Removed: Managerial Accounting by Garrison et al.

MPR: – MPR reprints updated from 2007 to 2010

BSCM, ECO, MPR Changes

Course Edits from Instructor Log

Edits from ECM Changes

Additional Information

BSCM 86 4 59 slides updated, 142 pages changed

ECO 2 2 One new page on supplier and customer service measures; 12 pages changed

MPR 14 5 Nine slides updated, four new slides, two new pages, 24 pages changed. Updates include•Logistics resource planning •CPFR•Transportation performance characteristics

Recommendations for Preparing to Teach

• For DSP and SMR• Order replacement instructor kits: $150 price is good

through March 31, 2010.• BSCM

• Order $25 update kit—price good through July 1, 2010.

• Pre-orders taken as of November 16, 2009• Official release for all materials is December 14, 2009

Recommendations for Preparing to Teach (cont.)

• MPR and ECO• Download net change documents and replacement

pages at www.apics.org/InstructorCenter/CPIM/• Downloads available December 14, 2009• Or order $25 update kits

• All courses

• Review new 2010 ECM and references

Summary

Summary

• Extensive analysis led to 3-year update plan• Course rewrites include a new format and improved

instructional design.• Extensive content changes and updates were made

to DSP and SMR.• All course content was update to correspond to the

2010 ECM.• We gave recommendations for preparing to teach the

courses.

Acknowledgements

• DSP– Richard Donahoue, CPIM, CSCP (Lead)– Tom Cox, CFPIM, CSCP– Susan Franks, CPIM, CSCP– Tom Geraghty, CPIM– Debra Hansford, CPIM, CIRM, CSCP, CPM, CPSM– Ed Kantor, CPIM– Carolyn Farr Sly, CSCP, CPIM, CPM

Acknowledgements

• SMR– Chuck Nemer, CPI, MA-Leadership (Lead)– Pam Somers, CPIM CIRM CSCP– Michael Ford, CFPIM, CSCP – Tom Geraghty, CPIM– Richard Donahoue, CPIM, CSCP – Tom Cox, CFPIM, CSCP

Acknowledgements

• MPR– Michael D. Ford, CFPIM, CSCP (Lead)– Howard Forman

• ECO– Thomas Cox, CPIM, CSCP– Ed Kantor, CPIM– Rob van Stratum, CPIM CIRM, CSCP

• BSCM– Thomas Geraghty, CPIM (Lead)

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