last updated 2017 May 23

 CCT 224 May - June 2017
Performance Assessment
A 3rd year course in the CCIT Program of University of Toronto at Mississauga
CCT224 is a required prerequisite for CCT324 Organizational Theory and Behaviour, and CCT319 Economics and the Digital Firm
and CCT324 is a prerequiste for CCT424 Strategic Innovation
U of T snow line for UofT, UTM and UTSC 416-978-7669 http://www.utm.utoronto.ca/registrar/important-dates
Important dates  utm.utoronto.ca/registrar/important-dates
May May June June
Performance Assessment General Introduction
for May 9
------------------------- 
click to view YouTube video
2 Min 39 Sec
product orientation
sales orientation
marketing orientation
------------------------ 
Mission Statements
(important to know for MGD415)

discussed Mission Creep and Mission Drift
----------------------- 
Basics of Corporate Strategy
G O P S T
introduced May 9
(important to know for MGD415)
o Goals
o Objectives
o Plans
o Strategy
o Tactics
-----------------------------------
KPIs
Key Performance
Indicators
- examples
- average time to delivery
- same store sales
- employee turnover

The problem with KPIs
ead on your own
------------------------ 
A common way to select KPIs is to use the categories of the Balanced Scorecard

------------------------- 
The Balanced Scorecard
did May 16
read again on your own
www.balancedscorecard.org
reference to read
------------------------- 
www.quickmba.com/accounting
/mgmt/balanced-scorecard
reference to read
------------------------- 
Prof. Robert S. Kaplan
his Harvard site
reference to read 
------------------------- 
Prof. David P. Norton
his corporate bio site
(reference for class
--------------------------------------
Development of the Balanced Scorecard as a mgmnt tool

guest speaker 2014
Dr. Eric Cousineau
OCG Strategy ocgroup.ca
Powerpoint used by Cousineau
-------------------------------------
The Influences of the 
Competitive Environment
(important to know for MGD415)
did May 16
+ read thoroughly on your own

info vs. intelligence
http://www.youtube.com/watch?v=xPFEvtUOOTU&feature=youtu.be
1 Min 19 Sec
video discussing 
Chinese "Apple" 
phone Xiaomi (2013)
"the enemy of my enemy is my friend"
noted May 16
 -------------------------------------.
guest speaker
2014 Oct 10
Prof. Bob Carroll
http://www.youtube.com/watch?v=QzsuQs-Sbi4
1 Min 09 Sec
2013 video d
.
https://www.youtube.com/watch?v=ehY3bCzzwEU&feature=youtu.be
3 Min 08 Sec
2014 Oct 10 video d
3 Generic Strategies
noted
 o Operational Excellence
 o Customer Intimacy
 o Product Leadership

Types of Competition
(important to know for MGD415)
did May 16
- Monopoly
- Monopolistic
- Oligopoly
- Pure Competition
----------------------- 
RBC Bank glossary
for investor relations
---------------------- 
Shareholders and
Stakeholders
did May 23

did May 23
---------------------- 
Financial Statements 
and their Interpretation
did May 23
explained difference between book keeping and accounting
http://www.youtube.com/watch?v=H9W05jUvRHA
1 Min 10 Sec
did May 23
Prof. Steve Litt on "internal" and "external" applications of using statements
n

- the Balance Sheet
- the Income Statement
- the Cash Flow Statement
- sales, - gross profit margin
Expenses
- operating expenses
- R / D expenses
Income
- operations
- net income, net profit
- return on investment, ROI, ROE
Balance Sheets
- working capital
- shareholders equity
- debts, current and term
- leverage ratios
Capital Markets
- market capitalisation
- discussion of why companies "go to the street" to raise money
-------------------------------------
IPOs
Initial Public Offering
"going to the street"
Case Study "shopify.com"
did May 23

Why do an IPO
did May 23

watch again

WTGR on CTV May 21 2015
re: Shopify IPO

Shopify History
Jet Cooper History
noted May 23
-------------------------------------
The challenge of understanding, and motivating, Millenials
Micah Tyler video
did May 23
-------------------------------------
Motivation
began May 23
-as a part of increasing employee performance
.
Maslow 
for May 25 
- hierachy of needs
Taylor
Mayo
Herzberg
--------------------------------------
Bonds and the Bond Market
did May 23
Die Hard - stealing bonds
.
a Million dollars
did May 23
The Bond Market explained by CIBC Bank
 ....bonds-description 

LBO Leveraged Buy Out
did 
Activist Shareholders
"Above the fold"

--------------------------------------
The tyranny of quarterly 
did May 23
earnings explained in the context of not having contingency plans
http://www.youtube.com/watch?v=tdoPl-HYbtA&feature=youtu.be
1 Min 49 Sec
v
 

3 Orientations
Product Orientation
Sales Orientation
Marketing Orientation
click to view YouTube video
Video - Version 2012
d
.
Rolex vs. Timex
FABs
features, advantages, benefits
mentioned 
------------------------------------
Financial Ratios
(
 o Leverage ratios
 o Liquidity ratios
 o Efficiency ratios
 o Profitability ratios
 o Investor Ratios

Investor Ratios discussed by a team of students in the 2012 class - discussing "something they learned that was interesting"
https://www.youtube.com/watch?v=6bEvpSyru5g
-------------------------------------
Human Capital and performance
d
Performance Appraisal Effectiveness
http://www.youtube.com/watch?v=uOSx1y5a3ew
watch on your own again
video on how to measure employee performance

Data Analytics / Big Data
mentioned briefly May 28
read again on your own
http://www.youtube.com/watch?v=hF8v5ZyTAjA&feature=c4-overview&list=UUAtk_NQTEd9jP4hEI6lPUHA
WTGR on CTV 
re: Meta Data and privacy issues

Big Data
role of IT in hiring/firing
Maclean's article Oct 2012
d

(Why is it important to you - read the article and pay attention to the part about packing our resumes with key words)
http://www.youtube.com/watch?v=I847nFEnPmg
1 Min 3 Sec
d
Prof. Chris Bovaird discussing attracting and retaining employees as a competitive advantage
- an important differentiator
----------------------------------.
Performance Assessment and NPOs 
()
Non Profit Organizations
Nonfinancial dimensions
noted  re: Shopify
http://www.youtube.com/watch?v=8CLXPNaCwc4&feature=youtu.be

 o awareness of issues
 o political lobbying results
 o education/health issues
----------------------------------
How the company's relationship with 
- customers
- suppliers
- other stakeholders
video on stakeholders
3 Min 37 Sec
effects performance
.
not all customers are desirable Velvet Rope
n
Customers for Life
CLV

Assignment 3 presentations
d
.
presentation tips page
di
-------------------------------------
Role of Globalization 
Role of I.T. (see MGTC11)
- changing the way companies perform and compete
Globalization
d
and read on your own
Globalization - Sovereignty
and read on your own
Reverse Globalization
read on your own
-------------------------------------
Business Processes
BPR Business Process Re-engineering
read on your own
TQM Total Quality Management
did 
http://www.ctvnews.ca/autos/ford-recalls-2013-escape-tells-owners-to-stop-driving-1.885106
4 min 50 Sec
showed 
.
J.I.T. Just in Time
did 
--------------------------------------
What does it mean when you have to analyze something
- watch this video for tips
http://www.youtube.com/watch?v=VLjsOgVaA3Y
2 Min 42 Sec
made in CCT224 in 2012

-------------------------------
 
To help you with the Term Project, and, any projects
Sources of Information
1. governments
2. associations
3. corporate info
discussed May 19th so you would know this in advance as you plan your final project
http://www.youtube.com/watch?v=Eeeb7wHtpMA&list=UUAtk_NQTEd9jP4hEI6lPUHA&
video about using Associations, noted May 19th that you should watch this video again on your own
and
- corporate webpages
http://www.youtube.com/watch?v=wQko-o2Siq8
video about corporate info from the CEO speech to the AGM
noted May 19th
.
May 28
Noted Financial Post listing of stories about major companies
ie. Tim Hortons

-------------------------------
Term Project Details (2017) 
mentioned May 16
Part 1 pre-report, () 5 percent
Part 2, main report, 20 percent
 

IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII
 

----------------------------------
Remember, the Presentations are just a presentation - there is no "report" to hand in - but, if you want, you can hand out something to help the audience know what you did
- - - - - - - - - 
 
 
ATTENDANCE at all presentations is compulsory and part of the course requirements

May 9
May 11 GOPST 
Assignment 1, Part A
worth 5 percent
May 16
May 18 GOPST Assgnt 1,Part B
May 23 GOPST Assgnt 1,Part B DUE

Assignment 2
(Financial Statements)
worth 10 percent

May 25
May 30 Assignment 2 due
June 1 Assignment 2 due
June 6 Assignment 3 pre-report due
mentioned May 16
June 8
June 13
June 15
Assignment 3 presentations
Performance
Appraisal Effectiveness

UTM Graduation
June 7, 8th

Term Break 2017 
June 20 - July 3

TIPS
FINAL EXAM 
Three (3) hours
worth 40 percent


For the section taught by 
Prof. W. Tim G. Richardson
tim.richardson"@"utoronto.ca 
tel: 416-491-5050 ext 77534
Instructional Bldg room 3011 CCIT Bldg
2017 May-June
 https://weblogin.utoronto.ca/ (blackboard)
 
 
Assignment 1, Part A in class 5 percent
Assignment 1, Part B GOPST 10 percent
Assignment 2  Financial Statements 10 percent 
Assignment 3 Performance Appraisal  10 percent
Term Project Pre Report Details  Part 1 5 percent
Term Project Details  Part 2 20 percent
Final Exam 40 percent

deer - at UTM, photo by WTGR 2010

.

.dates are subject to change due to weather and other circumstances
 
 
http://www.youtube.com/watch?v=bcuw9bMYgHY http://www.youtube.com/watch?v=8tXadb6IsKI http://www.youtube.com/watch?v=Zh_3o1npTEg http://www.youtube.com/watch?v=k1w28eG3jyA http://www.youtube.com/watch?v=xRrPMWWENhM http://www.youtube.com/watch?v=TI8JxwBvnII http://www.youtube.com/watch?v=wCxYyI_iWj0
Read The Newspaper
Part 1
Read The Newspaper
Part 2
getting rich on the stock market
Read The Newspaper
Part 3
learn an
Industry Sector
Read The Newspaper
Part 4
Business magazines
are important
Earning
Class
Participation
Marks
- basics
Class
Participation
- how you earn the highest marks
Class
Participation
- how they are calculated
- the numbers
..
http://www.youtube.com/watch?v=LxguksrUZfk http://www.youtube.com/watch?v=B7e9WSnC0Tk http://www.youtube.com/watch?v=ybZbld2gyLI http://www.youtube.com/watch?v=bsPyhq52IwU
Group Work
- what the Report should look like
- binding, pages, table of contents
Group Work / Reports Part 2
The importance of using "Mature Language" in your writing
Group Work / Reports Part 3
important considerations
Group Work / Reports Part 4
Coordinating the submission
Communication w group members

 
http://www.youtube.com/watch?v=RIXL4wFqZJQ&list=UUAtk_NQTEd9jP4hEI6lPUHA&index=2&feature=plcp
comments on the presentations
In reviewing the presentations for Assignment 3 in Nov 2012, I was not satisfied that what was presently actually represented the material the groups had on hand to present, and it did not represent what they could have done if they had more time.
But, the parameters where the same for most groups so it is fair..... however, to address the situation of "un-said words", or material not shown, I am allocating an additional 5 marks for you to provide material to me, or a URL link to me on Friday, for consideration.
Your presentation mark will be out of "/10" for what you did already, and this additional material will be marked out of "/5". That said, I am expecting that when this is finished, most of you will have earned a B or B plus or A minus on the presentation, and higher marks for the "left over" material.
LESSON - if you get a chance to make an important presentation in "real life", don't leave anything behind in the locker room,
(you may not get another chance like I am giving you)
leave it all on the field and judge your timing critically. If you need help understanding this metaphor, ask an athlete, or ask me in class Friday.
GOPST Sept 2012
 
 
http://www.youtube.com/watch?v=WNAGNxZ6H58&list=UUAtk_NQTEd9jP4hEI6lPUHA&index=9&feature=plcp . http://www.youtube.com/watch?v=pU6NTnfsS4w . http://www.youtube.com/watch?v=AfcYosTRXhg&feature=youtu.be
UTM student Rayn in CCT224 is an accomplished majician and the GOPST of his group involved 3 parts. Part 1 was showing the prof a trick in class. Part 2 was having that trick taught to someone else in the group who had no majic background. The clip above shows Rayn teaching his "student" Part 3 was when that person took the newly learned majic skill and was able to do it with the prof.

GOPST Sept 2012
http://www.youtube.com/watch?v=68dsUxMY5f8
sum'pin in a Pizza Box Break-up recovery kit
(like, get over it, at least you didn't have 3 kids and a house to sell... just saying)
to survive a Zombie apocalypse
(for ppl that watch way too much TV and ignore the real world)
To "improve the UTM student experience"
(prize for the biggest impact, and most difficult for the prof to carry back to his office... but if you are going for "memorable", you win)
a YouTube video about being healthy
some other pics didn't turn out, and there are some other groups that did YouTube videos

 U of T snow line for UofT, UTM and UTSC 416-978-7669
 
Section A Section B Section C Section D
2016 Summer
May 10
May 12
. . .
Sept 11 2015
Sept 18 Assignment 1
Sept 25
Oct 2
Oct 9
Oct 16 Assgnt 1,Part B
Oct 23
Oct 30 Assignment 2 due
Nov 6
Nov 13 presentations
Nov 20 presentations 
Nov 27 presentations 
2015 Summer
May 12 2015
May 14 GOPST Part A
worth 5 percent
May 19
May 19
May 21 GOPST Assgnmnt 1,Part B
May 26 discuss Assignment 2
May 28 Assignment 2 SitRep
May 28
June 2
June 4 Assignment 2
June 9
June 11 Assignment 2 due
Assignment 3
Performance
Appraisal Effectiveness
(just a presentation - no report)
June 16presentations 
June 18 presentations 

TIPS
FINAL EXAM June 26
Two (2) hours worth 40 percent

Sept 12 2014
Sept 19 Assignment 1, Part A
worth 5 percent
Sept 26
Oct 3 Assignment 1, Part B
worth 10 percent
Oct 10 discuss Assignment 2
Oct 17 Assignment 2 SitRep
Oct 17
Oct 24
Oct 31Prof absent - medical
Assignment 3
Nov 7 Assignment 2 due
Assignment 3 presentations 
Nov 14 presentations
Nov 21 presentations 
Nov 28 presentations 
Sept 13 2013
Sept 20 Assignment 1, Part A
worth 5 percent
Sept 27 Assignment 1, Part B
worth 10 percent
Oct 4 
Oct 11 discuss Assignment 2
Oct 18 Assignment 2 SitRep
Oct 25 prof sick
Assignment 2 (2013)  (Financial Statements)
Nov 1 Assignment 2 due
Nov 8 

Assignment 3 (2013)
worth 10 percent

Class list of groups for 
Assigment 3

Nov 15
Nov 22 presentations Assignment 3
Nov 22 project - hand in Part 1 
Nov 29 last class 
Nov 29 presentations Assignment 3
classes end Dec 2nd 2013
Final Project due Dec 2nd
EXAM Dec 19th  09-11 am
Sept 14 2012
Sept 21 Assignment 1, Part A
worth 5 percent
Sept 2 Assignment 1, Part B
worth 10 percent
Oct 5 prof sick - no class
Oct 12 discuss Assignment 2
Oct 19
Oct 26
Assignment 2 (2012)  (Financial Statements)
worth 10 percent
Oct 26 
Nov 2 
Nov 9 no attended class

Assignment 3 (2012)
worth 10 percent

Nov 16 presentations Assignment 3
class runs from 09:00 - 12:00
Nov 23 project - hand in Part 1 of term project
Nov 30 last class 
Term Project Details (2012) 
Part 1 pre-report, 5 percent
Part 2, main report, 20 percent
Sept 09 2011
Sept 16
Sept 23 Assignment One
Sept 30 
Sept 30
Oct 7
Oct 14 prof away / medical
Oct 21

Assignment Two (Ratios)
due Oct 21

Oct 28 class cancelled
Nov 4
Nov 11

Assignment Three
due Nov 11

Nov 18
Nov 25 project - hand in Part 1
Dec 2

Term Project Details 
due the last official day of classes at UTM

TIPS

 FINAL EXAM 2011


 

..misc resources amd notes
 http://www.fpm.com/journal/mattison.htm
 http://www.ofm.wa.gov/budget/instructions/other/2009performancemeasureguide.pdf,,,


v
 
 
 
cct224-beach-AJ2.jpg The CCT224 logo for Sept 2016 done on the Beach at Picton by the professor's grand daughter

 
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