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ISCM Planning Meeting Program Review. December 4, 2002 James B. Rice, Jr. Director - Integrated Supply Chain Management Program Massachusetts Institute of Technology. Meeting Objectives. Primary Review ISCM Program activities 2002 Plan ISCM Program activities 2003

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Iscm planning meeting program review l.jpg

ISCM Planning Meeting Program Review

December 4, 2002

James B. Rice, Jr.

Director - Integrated Supply Chain Management Program

Massachusetts Institute of Technology


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Meeting Objectives

  • Primary

    • Review ISCM Program activities 2002

    • Plan ISCM Program activities 2003

      • With ISCM sponsor input and consensus

      • Research Agenda 2003

      • Event Plans 2003

  • Secondary

    • Brief review of 2002 research projects

    • Revisit ISCM Structure

      • Funding, Scope, Recruiting additional sponsors

    • Enlist sponsor participation

      • Research project(s)

      • Event planning and hosting

    • Harvesting Discussion


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Agenda

  • Review ISCM 2002

    • Finances

    • Research

    • Events

    • Value Exchange

    • Issues

  • Research Briefs

    • System Dynamics Modeling of the Supply Chain

    • Supply Chain Response to Terrorism

  • Planning ISCM 2003

    • Events

    • Research



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ISCM Financial Structure

  • Funding

    • 100% from ISCM sponsors

    • Pays for Director

      • Fixed cost – recent sharing

    • Pays for research investments

    • $40K annual sponsorship

      • Single year commitment

  • Funding structure allows freedom to work with other groups

    • Financial contributions as well as content & access contributions are exchange collateral


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Review of 2002 ISCM Finances

  • Funding received

    • 2002 Revenues: $160K received

      • Forecasted 2002 Revenues at $200K

      • Pre-2001 Surplus of $128K available

    • 2003 Revenues: $60K received (prepaid)

  • Expenses incurred (actual)

    • 2002 Est. Expenses: $xxxK

  • Net Position 12-02

    • Estimated carryover into 2003: $xxK

    • 2002 Research Project funding stretched into 2003


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2002 Statement

Highlighted areas indicate estimates; expense items to be split among ISCM and APL


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2003 Expense Estimate

Highlighted areas indicate estimates; expense items to be split among ISCM and APL


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2003 Financial Forecast

Recommend that we maintain $75K in reserve to provide cash flow flexibility


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Estimate of 2003 ISCM Finances

  • Estimated Funding Available

    • 2003 Revenues anticipated from current sponsors: $200K

    • Net cumulative available carry forward into 2002: $69K

  • Expenses

    • 2003 Est. Expenses before research investments: $143K

  • Net Position 12-02

    • Net available for program operation: $269K

    • Net available for research investments: $126K

      • Entails spending down all funds

      • Will need to make research investments with funding receipts


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Planning Implications – Finances

  • Consider potential research investment decisions

  • Realistically funding one project at $50K, dependent on revenues

    • Additional sponsors’ revenues is high impact

  • Assess and develop research alternatives



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Review of 2002 ISCM Research Agenda

  • Extended projects through 2002

    • Clockspeed On-Site Sessions with Prof. Charlie Fine

      • Open invitation to sponsors to submit cases for Clockspeed sessions

      • Fine continuing work in service supply chain & some new areas

        • New focus on Communications Value Chain Roadmapping

    • Supply Chain Visualization Project

      • Continued to involve ISCM in the development of this system to visualize supply chain performance through a tangible user interface, a system dynamics model & knowledge repository

      • Final project demonstrations in early 2003

  • Initiated new projects conducted by ISCM

    • SC Response to Terrorism

    • Monsanto Seed Returns



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2002 ISCM Event Schedule

January 10 “Dynamic Pricing in the Supply Chain”

MIT CTS Affiliates Program in Logistics Symposium

February 5-6 ISCM Key Contact Planning Meeting

2001 Research Review and 2002 Research/Event Planning

May 20-21 Joint ISCM & Affiliates Symposium

“New Era of Customer Service Management”

May 21-22 ISCM Research Review/Best Practices Exchange Meeting

October 16-17 Joint ISCM & Affiliates Symposium “Auto-ID Technology: Defining Logistics Applications”

December 4 ISCM Key Contact Planning Meeting

2002 Review and 2003 Research/Event Planning

December 5-6 Joint ISCM & Affiliates Symposium & Colloquium “Supply Chain Response to Global Terrorism”


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Planning Implications – Events

  • Choices for 2003

    • Mix of events and timing

      • ‘Travel’ events to sponsor sites

      • Sponsor supply chain reviews

      • Clockspeed sessions

    • Theme, or multiple ‘point’ topics

    • Co-sponsored events with other groups possible

  • Sharing and collaboration potential

    • How much and what amount of this is desired?



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Review of ISCM Mission & Value Exchange

  • Two stated objectives

    • Accelerate implementation of SCM at sponsor companies

    • Advance the state-of-art of SCM

  • ISCM delivers these through

    • ISCM-funded Research Projects

    • Quarterly Collaboration - Exchange Events

    • Annual Executive Event

  • Learn from other research consortia

    • Smaller programs serve a focused agenda, sponsor input

    • Larger programs serve a broad agenda, sponsor input

    • Multi-year commitment

    • Focus is on the research


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Summary Assessment of ISCM Value Exchange

  • Potential for higher impact exists

    • Increased, more active participation in long term research agenda

  • Sponsor benefits appear to be a function of…

    • Attendance at events (this may seem obvious……)

    • Consuming research shared

      • Sharing around the company

      • Generating discussion with researcher to understand, apply learnings

    • Willingness to engage

      • Non-event visits to MIT to explore research interests

      • Commitment of resources to join research projects

    • Clarity of your company’s interests and needs

    • Take advantage of our resources

      • Theses, Researchers, Ongoing projects

  • ISCM is a High-touch Program



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ISCM Issue – Long Term Plan

  • Future for ISCM

    • What is our long-term vision?

      • Purpose

      • Research and activities

      • Sponsor composition

    • What do we want ISCM to evolve into?

      • Shift from year-to-year planning to multi-year?

    • Harvesting strategies….

    • Coordination with Affiliates Program in Logistics (APL)

      • Lower cost for Director, some coordinated events

  • Future vision should drive other key choices

    • Planning horizon and cycle

    • Research agenda

    • Event and activity plans


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ISCM Issue – Coordination with APL

  • Shared Director requires coordinated events

    • Tested process in 2002

    • 2 day events

      • 1 day shared with APL sponsors

      • 1 day dedicated to ISCM sponsors

  • Identifying common themes for events


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ISCM Issue – Program Structure and Size

  • Program Structure and Size

    • Currently holding at lower limit on number of sponsors

    • Limited membership & low cost limits research funds available

    • Annual funding requires ‘rework’ effort, limits ability to make research commitments for longer-term projects

      • Although it is useful to review progress

  • Considerations

    • Multiple-year sponsorship agreement

    • Enlist sponsors in recruiting efforts

  • Discussion



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Research Briefs & Discussions

  • Paulo Goncalves

    • Review of system dynamics work

    • Working on multiple ISCM projects

      • Supply Chain Visualization

      • Monsanto Seed

  • SC Response to Terrorism Team

    • Informal discussion of recent issues uncovered




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Planning Implications – Events

  • Choices for 2003

    • Mix of events and timing

      • ‘Travel’ events to sponsor sites

      • Sponsor supply chain reviews

      • Clockspeed sessions

      • Audioconferences, research site visits

      • Share events with other MIT group(s) in 2002? (I.e. with LFM)

    • Theme, or multiple ‘point’ topics

    • Sharing and collaboration potential

      • How much and what amount of this is desired?


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2003 Event Framework

  • Jan. 5-7 Executive Education: Fundamentals of SCM

  • Consider

    • P&G Event Proposal for 2Q (coordinate with a site visit to enrich event?)

    • Joint event with Intel University Day for 3Q (Chandler, Az)

    • Potential Clockspeed session

    • Additional Quarterly AudioConferences

  • Dates

    • 1Q

      • January 5-7 Executive Education

      • ISCM Exchange Meeting

    • 2Q

      • ISCM Exchange Meeting

    • 3Q

      • ISCM Exchange Meeting

    • 4Q

      • ISCM Exchange & Key Contact Planning Meeting at MIT


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Event Proposal

  • Topic – SC Value Creation: Strategy, Financial Analysis Tools, Measures, Incentives

  • Key Questions

    • Strategy

      • How critical is supply chain strategy to your business strategy?

      • What is your business planning process and its influence on Supply Chain strategy?

      • What are the tools/processes used to develop Supply Chain strategy?

      • What is the vision for your SC? How is your company creating value from the SC?

      • What are the focus areas? What is this focus driving?

    • Financial Analysis Tools

      • What are the key financial analysis tools used to design supply chains?

      • How is financial analysis work being extended beyond the company boundaries?

      • What are the financial analysis tools & systems required in outsourced, dynamic environment?

    • Measures

      • What are the key SC measures? How are they executed/used? New measures required?

      • Who defines measures and financial analysis tools in your organization? How do they get deployed? Do you use Centers of Excellence?

      • Do you have a holistic measure for overall SC efficiency (financial, responsiveness, quality)?

    • Incentives

      • What is necessary to incent collaboration among SC partners (both suppliers and customers)?

      • How is "gainshare" managed between supply chain partners?

      • How does a Supply Chain innovator maintain competitive advantage resulting from his SC initiatives, or is the innovator willing/forced to share gains with competition?

    • Targeted Participants – ISCM members and their key Financial Analysis Experts



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Planning 2003 Research

  • Some funding available as noted in finance review

    • $50K+ to support one project at current level of sponsor support

  • Need to poll current sponsors to solicit specific interests

  • Consider developing research projects to support event plans

    • E.g. : Proposed Finance & Supply Chain Event may help identify a specific issue to study and potential researchers to consider

  • Propose to solicit specific sponsor interest and discuss in conference call(s) with key contacts


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2003 Research Discussion

  • Propose discussions to identify areas of interest

    • What are the core problems for your firm’s supply chain?

    • What are the future issues that your supply chain may face?

  • Seek common or overlapping areas of interest among sponsors

  • Subsequently search for ‘fit’ between sponsor interests and researchers at MIT



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Summary

  • Identify follow up items, responsibilities, timing

  • List choices for 2002

    • ISCM Vision, Long-term plan

    • Research agenda decision making process

    • Research plans, focus

    • Event plan

    • Program structure, operations

  • List outstanding items


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Reference SlidesEvent PlanningResearch



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Events – Evolution of process & purpose

  • 1995-1997

    • Focused on learning about the sponsor supply chains (supply chain reviews at sponsor sites)

  • 1998

    • Shifted to theme-based, topic-focused (plan, make, source, deliver) events targeted to non-supply chain groups

    • Focused on sharing learnings among sponsors, identifying best practices on several supply chain topics

  • 1999

    • Shifted to topic-focused events on mixture of supply chain and business management topics, leverage events with other MIT consortia and research groups, open discussion sessions

    • No central theme identified, sponsor-driven event topics

  • 2000-2001

    • Events and audioconferences to balance travel & interactions

    • Heavier emphasis on research


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2002 ISCM Event Schedule

January 10 “Dynamic Pricing in the Supply Chain”

MIT CTS Affiliates Program in Logistics Symposium

February 5-6 ISCM Key Contact Planning Meeting

2001 Research Review and 2002 Research/Event Planning

May 20-21 Joint ISCM & Affiliates Symposium

“New Era of Customer Service Management”

May 21-22 ISCM Research Review/Best Practices Exchange Meeting

October 16-17 Joint ISCM & Affiliates Symposium “Auto-ID Technology: Defining Logistics Applications”

December 4 ISCM Key Contact Planning Meeting

2002 Review and 2003 Research/Event Planning

December 5-6 Joint ISCM & Affiliates Symposium & Colloquium “Supply Chain Response to Global Terrorism”


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2001 ISCM Event Schedule

February 1 ISCM Best Practices Collaborative Meeting at MIT

“Innovations in Sponsor Supply Chains”

February 2 Joint ISCM - Leaders for Manufacturing Program at MIT LFM Intern Research Knowledge Review

June 19-20 eClockspeed Research Visit to Helix (Prof. Charlie Fine)

ISCM Exchange Meeting & Research Review at MIT

Oct. 30 “Innovations in Supply Chains”

ISCM Event Hosted by P&G, Cincinnati, Ohio

(P&G’s Consumer Innovation Center)

Oct. 31 sClockspeed Research Visit to P&G

Prof. Charlie Fine & Customer Service Supply Chain


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2001 ISCM Support Activities Schedule

February 20 ISCM AudioConference

Review of Innovations by ISCM Sponsors (Intel)

March 1 Clockspeed Research Visit to Siemens

Prof. Charlie Fine

May 14 Supply Network Coordination Symposium

Sponsored by KLICT Research – The Netherlands

May 15 ISCM AudioConference

Prof. Ellen Christiaanse – Univ. of Amsterdam

“From Static Supply Chains to Dynamic Supply Webs”

Nov 2 ISCM AudioConference

“Global Terrorism and the Impact on Supply Chain Mgt”

Prof. Yossi Sheffi, Prof Barry Posen, and

Dr. Jonathan Byrnes


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2000 ISCM Event Schedule

January 27-28 “Managing Change in the Supply Chain” and

Leaders For Manufacturing (LFM) Knowledge Review

June 12-13 “Future of Supply Chain, E-Business and the Internet

ISCM Event Hosted by Intel, Chandler, Az.

(Fine - MIT, Lee - Stanford, Cohen - Wharton)

Sept. 13-15 ISCM Research Review and Workshop

Research Colloquium with LFM

Nov. 28-29 ISCM 2001 - Program Planning

Sponsor Key Contacts & MIT Researchers


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2000 ISCM Support Activities Schedule

February 15 ISCM AudioConference

‘eClockspeed’ Project Planning – Prof. Charlie Fine

April 18 ISCM AudioConference

“Smart Practice Knowledge Network” – Lucent Tech.

“Fireball Initiative” – P&G

June 1 Research Visit to P&G – Prof. Charlie Fine

June 5 Research Visit to Lucent – Prof. Charlie Fine

October 17 ISCM AudioConference

Dr. Fred Hewitt – MIT CISR

“Why Demand Pipelines are better that Supply Chains”


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Consortia Events Current Best Practices

  • Committed sponsor participation

    • Desirable to have full involvement in planning

      • Ensures events relevant to sponsor interest

      • Sponsor ‘co-planner’

    • Critical to have full participation (representation at least) at each event

    • Active involvement in discussion

      • Provides deeper insight, leads to involvement in other activities

  • Event schedule, participation and size

    • 1.5 to 2 day optimal duration

      • 1 day max shared with other groups, 2+ hours unscheduled for open discussion

    • For symposia-type events, maximum 30-35 participants for top benefit

  • Event planning

    • 3-4 core exchange events at MIT (or sponsor site) plus other interactions

    • Advance plan best for all, with ‘theme’

    • Key contact planning sessions requires key contacts (at a minimum)



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Consortia Research Current Best Practices

  • High sponsor involvement produces exponential benefits

    • Participation in project development and field research

    • Benefits to both the sponsor and project results

    • 2001 ex. – Intel (suggested Stanford CLV project), P&G (CLV study, hosted event, Clockspeed session), Helix (Clockspeed session), Siemens (Clockspeed session)

  • Leverage research funds with ongoing research

    • Pool funds with other initiatives for greater impact

    • 2001 ex. – SC Visualization, Fine & Clockspeed

  • New projects – invest in research considering the ‘author’

    • Akin to commissioning a book

    • Track record, productivity

  • Research entails a process of discovery

    • Research, not consulting - creating new knowledge

    • 2001 ex. – Fine exposes Service Supply Chain, Network Master uncovered SC vs. SC limitations


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Research Agenda Options

  • Multiple options exist for research investment

    • Applied research project vs. concept development

    • Independent funding vs. leveraged funding

    • Large single investment vs. portfolio of projects

    • Broad business issue vs. focused problem

    • Degree of sponsor participation on each project

      • Single company vs. multiple


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Planning Implications – Research

  • Research agenda options as choices for a consortia

    • This year and into the future

    • Portfolio of the various options

  • Recognize context of our consortia

    • Multiple companies, different agendas, joined together for a common interest in SC

    • Consortia structure entails funding constraints

      • Need consensus among sponsors for research agenda choices

      • Consider soliciting additional funding for additional work


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