BUSINESS 4569
Sections 7 to 9
IFP - 2
IFP - 3
IFP - 4
Instructor
Rod White
Mary Crossan
Adam Fremeth
Fredrik Odegaard
Office
3366
2354
3320
2336
Phone
519-661-3252
519-661-3217
519-850-2439
519-661-4278
Email*
rwhite@ivey.ca
mcrossan@ivey.ca
afremeth@ivey.ca
fodegaard@ivey.ca
Assistant
Ruth Shanahan
TBD
Tany Fernandes
Terri Przewieda
Phone
Ex. 84142
Ex.86177
Ex.83494
rshanahan@ivey.ca
tfernandes@ivey.ca
fodegaard@ivey.ca
IFP - 5
IFP - 6
IFP - 7
IFP - 8
IFP - 9
Kelly Raz
Mark Zbaracki
Dave Simpson
Larry Plummer
Larry Plummer
Office
2310
2314
2351
2351
Phone
519-661-4270
519-661-3080
519-850-2503
519-850-2503
Email*
mzbaracki@ivey.ca
dsimpson@ivey.ca
lplummer@ivey.ca
lplummer@ivey.ca
Instructor
Assistant
Ruth Shanahan
Debbie Zoccano
Allison Gulka
Allison Gulka
Allison Gulka
Phone
Ex. 84142
Ex. 83275
Ex82901
Ex82901
Ex82901
rshanahan@ivey.ca
d.zoccano@ivey.ca
agulka@ivey.ca
agulka@ivey.ca
agulka@ivey.ca
Tony Cassetta
IFP Director for Clients and EIRs
tcassetta@ivey.uwo.ca
Ruth Shanahan
IFP Coordinator Sections 1-6
rshanahan@ivey.uwo.ca
Allison Gulka
IFP Coordinator Section 7-9
agulka@ivey.uwo.ca
Contents
Introduction
(a) Learning Outcomes
(b) Confidentiality
(c) Teams
(d) Executives/Entrepreneurs-in-Residence
4
4
5
5
5
5
6
7
7
7
Plagiarism
Attendance
Research Ethics
8
8
8
9
10
10
10
10
10
11
12
14
14
14
MATERIALS
14
14
16
Introduction
The Ivey Field Project (IFP) presents an opportunity for
students to put into action what you have learned. Each
team will undertake a project of interest to them. It
could be a project addressing a strategic issue at a large
corporation, a business issue within a small enterprise, a
not-for-profit organization, a new business, or a new
venture idea of the teams own creation. In each case,
students are expected to draw on the knowledge and
skills gained in other courses to address an enterprisewide opportunity.
Each team is expected to fully scope their project and
allocate work appropriately to all the members of the
team in order to accomplish the stated objective of their
project. Each team member is expected to put in a
minimum of 100 to 120 hours of work over the course of
the project. Students are expected to develop a broad
understanding of the industry through various research
methods, assess alternatives both quantitatively and
qualitatively, and establish a detailed plan to implement
their recommendations. Throughout students will make
periodic
progress
reports
to
their
faculty,
executive/entrepreneur in residence (EIR) and where
applicable, the client.
Many Ivey alumni have found that the IFP experience
was one of the most valuable and memorable parts of
their education. The effort and dedication you put into
your IFP project will be rewarded in terms of both
learning and satisfaction in a job well done. The IFP staff,
faculty and EIRs work together and are dedicated to
providing your team with the support you need to
succeed. IFP is your capstone course and we encourage
you to make the most of this valuable experience.
The objective of the IFP is either to assist the principal(s)
of the enterprise in identifying and dealing with
issues/opportunities affecting the success of the
enterprise or work on starting your own new venture.
This task requires you first gain a general overview of the
business as a whole and its industry environment. Before
you can determine if the critical issues for the enterprise
are in the area of marketing, production, sales, R&D, or
elsewhere, you must first undertake the initial size-up of
the firms or ventures environment, its resources and
capabilities, stakeholder preferences and internal
organization. Even in those cases where the client
requests that your team focus on a particular functional
issue, you still need to be aware of how your suggested
actions will affect the entire enterprise.
(FS) and
mentor.
Executive/Entrepreneur-in-Residence
(EIR)
(b) Confidentiality
It is an expected part of the project that your team will
collect information about the industry from various
sources. When collecting data from third parties,
customers, competitors, industry associations, suppliers,
etc. you must represent yourself openly and honestly. In
addition to offending your personal sense of ethics,
information collected under false or misleading
pretenses will damage the Schools reputation,
jeopardize Iveys ability to carry out future projects, and
could lead to potential litigation. When speaking with
outside sources of information, indicate that you are a
student team from the Ivey Business School doing a
study of the industry for an industry participant, or
potential participant. You need not, and probably should
not reveal the name of your client.
IFP Client Projects are very similar to a professional
consulting relationship and require access to sensitive
organizational information. Of all the factors involved in
the IFP, none is more important than the strict
observance of your promise to your client organization
that all information will be handled on a 100 per cent
confidential basis. No member of any team shall reveal
to anyone outside their team, FS and EIR, anything
reported to them by the client. You should never
compromise a clients right to confidentiality as it is
unprofessional, puts your ability to complete the project
at risk, and negatively affects Iveys reputation in the
business community. If your client requests a NonDisclosure Agreement (NDA) please use the standard
UWO/Ivey NDA posted available in your IFP Community
in eZone.
(c) Teams
You are responsible for forming and registering your own
team. Registration occurs during April of your HBA1 year.
Each team completes and submits the form entitled, IFP
HBA Team Registration, available in your IFP eZone
Community.
This assignment is a team effort and the final report will
be viewed and graded as a joint project. Teams should
consist of 6 students. The effective composition,
organization and functioning of your team is important.
This project is the responsibility of all members of your
team and it will require teamwork, division of labor and
co-ordination of your efforts. Bear in mind, the goal of
the IFP is to be integrative, dealing with the entire
enterprise, not just one functional area. How you choose
to divide the tasks, assign individual responsibilities, work
together to develop innovative solutions, and manage
the overall effort will affect the end product. Give these
points careful consideration when forming and
organizing your team. Inevitably there will be differences
(d) Executives/Entrepreneurs-in-Residence
The school has recruited a number of seasoned business
executives and entrepreneurs to act as mentors
(coaches) for IFP teams. Often these EIRs are former
senior executives of large businesses, or a seasoned
entrepreneur, and all have many years experience in
dealing with the kinds of business challenges you will
encounter.
Using your EIR as a mentor/coach can bring significant
additional value to the quality of your project report and
to the experience you will gain from this process. All EIRs
have Ivey email addresses and you can find the listing
posted in eZone. When contacting the EIR directly,
please copy the faculty supervisor. Please avoid emailing
the EIR concerning administrative, academic or grading
issues.
Written Business
(see format below)
Investor Presentation
(see format below)
Plan
Grade
Sept. 25
(11:00am)
15%
Oct. 19
(11:00am)
20%
Nov. 20
(11:00am)
Optional: Dec. 4
(11:00am)
65%
Nov. 27
(8:00am)
5
Score
17 - 20
Very Good
Satisfactory
Less than
Satisfactory
Unsatisfactory
13 - 16
8 - 12
5-7
0-4
(b) Meetings
Following each deliverable will be a mandatory meeting
with your faculty supervisor and EIR. The purpose of
these meetings is to provide constructive feedback on
your progress, follow-up on any area of your work
requiring additional clarification, and guidance on the
next steps. During these meetings one member of the
team is expected to take detailed notes of the discussion.
These meetings are the primary source of feedback to
the team and students are encouraged to ask questions
and solicit feedback.
(c) Deadlines
Please note the deadlines and meetings schedule
provided in this document and understand that they are
firm. Your final IFP grade will be based on the submitted
materials and formal oral presentations. All significant
milestone dates and other useful information are also
posted on the IFP Community on eZone and you will
receive email notification from the IFP office should any
changes occur. Late submissions will receive a penalty of
20% and any submission received more than 24 hours
after the deadline will receive a grade of zero.
(d) Communication
The IFP coordinators may email reminders of deadlines
and meeting times, but only as a courtesy. Meeting the
deadlines is entirely your responsibility. Please let the
coordinator know if your team has any questions or
concerns regarding the IFP process at IFP@ivey.uwo.ca.
Plagiarism
Students must write their essays and assignments (at Ivey
this includes case exams, reports and presentations) in
their own words. Whenever students take an idea, or a
passage from another author, they must acknowledge
their debt both by using quotation marks where
appropriate and by proper referencing, such as footnotes
or citations. Plagiarism is a major academic offence (see
Scholastic Offense Policy in the Western Academic
Calendar).
All required papers (at Ivey this includes case exams,
reports and presentations) may be subject to submission
Attendance
Attendance at all classes and scheduled meetings in this
course are mandatory for all team members. It is
expected you will attend every mandatory meeting with
your Faculty Supervisor. Without the prior written
consent from your faculty, each absence from any of the
three mandatory meetings will result in an automatic 2%
deduction from that individuals final grade.
Under University regulations, the faculty can determine
at what point absenteeism has become excessive and
thus can prevent you from passing the course.
Specifically, any student missing more than 25 percent of
the meetings and/or classes cannot have fully mastered
the material. As a result, the faculty will refuse to
evaluate all or part of that student's work, where
attendance has not been regular.
Research Ethics
An IFP team may collect publicly available information
without submitting its research for ethical approval.
Examples of such information would normally include
visiting a competitor's retail store, conducting a traffic
count, visiting internet web sites, etc If an IFP team
wishes to collect data from human participants (e.g.
interview industry participants, survey consumers,
experiment, focus group), before carrying out such
research it must:
a)
(c) Working with your Entrepreneur-inResidence and the EIR Contact Diary
Your EIR is your primary mentor and source of guidance.
Once you are introduced / connected with your EIR via
email, follow up with your EIR early (i.e., in early
September, if not over the summer) to establish a
(b) Meetings
For sections 7-9 only, IFP includes two formal mandatory
team meetings with your IFP faculty supervisor (FS) or
delegate. Please contact your EIR to discuss your project
materials no later than the second Friday in September.
1.
2.
the
key
also
and
MATERIALS
15
An IFP team may collect publicly available information without submitting its research for ethical approval.
Examples of such information would normally include visiting a competitor's retail store, conducting a traffic
count, visiting internet web sites, etc
When an IFP team collects data from human participants (e.g. survey, experiment, focus group), before
carrying out any research it must:
(a) Complete the form below and submit for approval to the faculty supervisor and EIR;
(b) Clearly communicate to participants their rights and your affiliation (normally this information is conveyed
in a Letter of Information provided to the human participants).
In some circumstances, the research you are proposing may have to be reviewed by the Ivey Research Ethics
Board (Ivey REB). The information below outlines the conditions under which your research would have to be
submitted to this board:
1. Sensitive Topics: Does the research propose to study topics that might be reasonably construed as
sensitive (e.g. questions about illegal behavior, sexuality, medical information, potentially harmful to
respondent if made public etc).
2. Vulnerable Populations: Does the research seek responses from people who lack the capacity to provide
free and informed consent (e.g. children, prisoners, respondents with mental impairments etc)?
3. Use of Deception: Does the research involve deception, concealment or covert observation (e.g.
withholding the true purpose of the study, lying to respondents about research design, observing
respondents where they have a reasonable expectation of privacy etc)?
4. Conflict of Interest: Does the proposal place the researcher or the course instructor in a position that
might be reasonably perceived as a conflict of interest (e.g. potentially threaten respondents or researcher
objectivity based on, for example, interpersonal relationships or financial considerations, etc)?
5. Publication/Dissemination: Will the research findings be made public or communicated beyond the class,
the professor and/or the client (e.g. firm for which you are providing consulting)?
If any of the answers above are yes, then the proposal must be submitted to the Western University Research
Ethics Board (REB).
No primary research may be carried out until the instructor has provided students with written
approval or until you have received written approval from the REB.
16
Answer all questions. Completed forms must be submitted to the instructor for approval.
(All forms can be found posted in Word Format for team customizing in your eZone course -Shared Files)
Project Start Date:
Project End Date:
Student(s) Name(s):
Supervisors Name, Title and Affiliation:
1. Registration Information
Question
Answer
2. Methodology
Question
Answer
Answer
Answer
17
Answer
Date:
http://www.uwo.ca/research/ethics/non-medical/guidelines.html
18
{Date}
{Name}
{Address}
{Address}
Dear {Name},
The implementation of XYZ technologies holds great promise for product delivery but also presents unique
challenges. Our team is working to understand the benefits and challenges of XYZ technologies in practice. We
would like to invite you to take part in our research. The goal of our research project is to better understand how
current adopters of XYZ view the benefits, challenges and opportunities associated with the technology. We are
working with {organization} on this project, in order to provide suggestions for future implementations of XYZ and
other similar technologies. A report of our findings will be prepared for this organization.
We are inviting you to participate in this project because your {brief description of inclusion criteria}. We would like
to interview you about your experiences to date with {name of technology}. This interview will take about 40
minutes of your time and, with your permission, would be audio recorded. If you prefer not to have the interview
recorded that is also acceptable. We can meet you at your office or at another location if it is more convenient for
you. We can also talk by telephone if you prefer.
No identifying information gathered in this study will be released to your organization or to anyone else. The data
will be held for the duration of this study, planned for one year, and only the Ivey Field Project (IFP) research team
will have access to the raw data. Interviews will be transcribed, with your name replaced by a pseudonym. These
transcripts, along with the audio recordings, will be stored on a password protected file and accessed only by the
team.
You will not directly benefit from this project and there are no known risks to you from participating. However, it is
our aim to improve the effectiveness of XYZ technologies through our research and thus you may benefit indirectly.
Participation in this study is voluntary. You may refuse to participate, refuse to answer any questions or withdraw
from the study at any time with no effect on your employment. If you withdraw from the study prior to the
submission of results, your data will be withdrawn from our analysis. After the submission of research results to the
IFP faculty, it will not be possible to withdraw your data from our analysis. If you have any questions about your
rights as a research participant or the conduct of the study you may contact the Office of Research Ethics at (519)
661-3036 or by email at ethics@uwo.ca.
19
This letter is yours to keep. Feel free to contact us at any time if you have additional questions or thoughts
regarding the research.
20
CONSENT FORM
I have read the Letter of Information, have had the nature of the study explained to me and I agree to participate.
All questions have been answered to my satisfaction.
PARTICIPANT:
SIGNATURE
DATE
SIGNATURE
DATE
21
EMAIL INVITATION
Dear {Name},
The implementation of XYZ technologies holds great promise for product delivery but also presents unique
challenges. Our team is working to understand the benefits and challenges of XYZ technologies in practice. We
would like to invite you to take part in our research. The goal of our research project is to better understand how
current adopters of XYZ view the benefits, challenges and opportunities associated with the technology. We are
working with {organization} on this project, in order to provide suggestions for future implementations of XYZ and
other similar technologies. A report of our findings will be prepared for this organization.
We are inviting you to participate in this project because your {brief description of inclusion criteria}. We would like
to interview you about your experiences to date with {name of technology}. This interview will take about 40
minutes of your time and, with your permission, would be audio recorded. If you prefer not to have the interview
recorded that is also acceptable. We can meet you at your office or at another location if it is more convenient for
you. We can also talk by telephone if you prefer.
Participation in this study is voluntary. You may refuse to participate, refuse to answer any questions or withdraw
from the study at any time. If you have any questions about your rights as a research participant or the conduct of
the study you may contact the Office of Research Ethics at (519) 661-3036 or by email at ethics@uwo.ca.
I will contact you during the week of {approx. 1 week after sending} to answer any questions you may have about
the project, and if you are willing, to schedule a time for the interview. Please also feel free to contact me if you
would like to discuss the project further.
Regards,
Signature of Student: __________________________
{Name please print}:__________________________
HBA Candidate
Ivey Business School at Western University
{Email Address}
{Contact Phone Number}
22
TELEPHONE INVITATION
Hello, my name is XXX and Im a researcher at the Ivey Business School. I am undertaking research on the
implementation of the {name of technology} implemented at your organization. This research is part of an academic
study to develop a better understanding of the benefits and challenges in implementing {name of technology} and
other health care technology projects.
Are you familiar with the {name of technology} project?
Your involvement would be to meet with members of the research team for a personal interview. Your participation
is completely voluntary and confidential. You can refuse to answer any question or withdraw at any time. Any
analysis and results that we prepare will be about summary findings about the {name of technology} project (not
about individuals) A report of our findings will be prepared for this organization.
If you have any questions about your rights as a research participant or the conduct of the study you may contact
the Office of Research Ethics at (519) 661-3036 or by email at ethics@uwo.ca.
Would you be willing to set up an interview for this research?
Signature of Student: __________________________
{Name please print}:__________________________
HBA Candidate
Ivey Business School at Western University
{Email Address}
{Contact Phone Number}
23
{Date}
{Name}
{Hospital Address}
{Hospital Address}
Dear {Name},
The implementation of XYZ technologies holds great promise for product delivery but also presents unique
challenges. Our team is working to understand the benefits and challenges of XYZ technologies in practice. We
would like to invite you to take part in our research. The goal of our research project is to better understand how
current adopters of XYZ view the benefits, challenges and opportunities associated with the technology. We are
working with {organization} on this project, in order to provide suggestions for future implementations of XYZ and
other similar technologies. A report of our findings will be prepared for this organization.
We are inviting you to participate in this project because your {brief description of inclusion criteria}. We would like
your feedback on the benefits you may have observed from your practices adoption of XYZ as well as the challenges
you may have encountered along the way. The survey (link below) will take about 10 minutes of your time to
complete. If you would prefer to receive a paper copy of the survey, you may contact me and Ill be happy to send
one to you.
Your responses to this survey are completed confidential. You have been assigned an ID number so that we can
match your survey with your practice. This information is kept in a locked cabinet and on a password protected
drive, separate from the survey data. The survey data includes only the identification numbers. No names or other
identifying information are kept with the survey responses. No identifying information gathered in this study will be
released to your organization or to anyone else. The data will be held for the duration of this study, planned for five
years, and only the university research team will have access to the raw data.
You will not directly benefit from this project and there are no known risks to you from participating. However, it is
our aim to improve the effectiveness of technologies through our research and thus you may benefit indirectly.
Please contact me by email or telephone if you would like to receive a copy of the findings.
Participation in this study is voluntary. You may refuse to participate, refuse to answer any questions or withdraw
from the study at any time on your employment. If you withdraw from the study prior to the submission of results
your data will be withdrawn from our analysis. After the submission of research results to IFP faculty, it will not be
possible to withdraw your data from our analysis. Completion of the survey will be taken as your consent to
participate. If you have any questions about your rights as a research participant or the conduct of the study you
may contact the Office of Research Ethics at (519) 661-3036 or by email at ethics@uwo.ca.
24
This letter is yours to keep. Feel free to contact us at any time if you have additional questions or thoughts
regarding the research.
{survey address}
25