Key Apics Cpim References 2013 130101

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Page 1 of 87 KnoWerX Education (India) Private Limited APICS 2013 CPIM List of Primary References and Additional Aids Basics of Supply Chain Management (BSCM) Module name Primary reference title Author(s) Binding Publisher Year ISBN-13 Pages Comments APICS KnoWerX 1 1 2009 US Paperback APICS 2009 99 05002-2009 $35 $35 `2,660 `2,500 `2,380 2 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060 3 1 7 US Hardcover 2011 9780131376700 408 03813-V7 $122 $98 2 7 Paperback 2011 9780132668873 408 `5,790 `5,440 `5,440 4 1 Pascal Dennis 2 US Paperback 2007 9781563273568 192 03990 $34 $31 2 Pascal Dennis 2 Indian Paperback 2007 9781563273568 192 `600 `560 `560 5 1 2011 2011 6 6 1 2010 2010 32 ++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India. ## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India. Prices marked in yellow are included in the bundled examination fee. Module name Additional aid title Author(s) Binding Publisher Year ISBN-13 Pages Comments APICS KnoWerX 1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810 2 1 3.1 US Paperback APICS 2009 12 09205-BK $28 $19 `1,700 `1,600 `1,520 ++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India. ## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India. Primary reference sequence number Alternat e edition number Editio n Editio n type Table of Contents Stock number Non- member price (US$)++ Member price (US$)++ Estimated delivery time Corporate credit price (`)## Non-member price (`)## Member price (`)## Estimated delivery time Basics of Supply Chain Management (BSCM) APICS CPIM Basics of Supply Chain Management Reprints Basics of Supply Chain Management Committee of the APICS Curricula and Certification Committee Imported, 1 to 2 weeks Reprinted , up to 1 week Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah Imported, 1 to 2 weeks Reprinted , up to 1 week Introduction to Materials Management J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive Prentice Hall IMM_1 Imported, 1 to 2 weeks Introduction to Materials Management J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive Intern ationa l Pearson Education IMM_1 Imported, 2 to 6 weeks Lean Production Simplified: A Plain- Language Guide to the World’s Most Powerful Production System Productivit y Press LPS_1 Imported, 1 to 2 weeks Lean Production Simplified: A Plain- Language Guide to the World’s Most Powerful Production System Productivit y Press LPS_1 Up to 1 week United Nations Global Compact: Corporate Sustainability in the World Economy Downlo adable PDF UN Global Compact Office http://www.unglo UN Global Compact Management Model: Framework for Implementation Deloitte Touche Tohmatsu Downlo adable PDF UN Global Compact Office http://www.unglo Additiona l aid sequence number Alternat e edition number Editio n Editio n type Table of Contents Stock number Non- member price (US$)++ Member price (US$)++ Estimated delivery time Corporate credit price (`)## Non-member price (`)## Member price (`)## Estimated delivery time Basics of Supply Chain Management (BSCM) APICS CPIM Exam Content Manual ECM_1 Imported, 1 to 2 weeks Reprinted , up to 1 week APICS CPIM Basics of Supply Chain Management Practice Question Booklet Basics of Supply Chain Management Committee of the APICS Curricula and Certification Committee Imported, 1 to 2 weeks Reprinted , up to 1 week

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Key Apics Cpim References 2013 130101

Transcript of Key Apics Cpim References 2013 130101

Page 1: Key Apics Cpim References 2013 130101

Page 1 of 47

KnoWerX Education (India) Private LimitedAPICS 2013 CPIM List of Primary References and Additional Aids

Basics of Supply Chain Management (BSCM)

Module name Primary reference title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 2009 US Paperback APICS 2009 99 05002-2009 $35 $35 `2,660 `2,500 `2,380

2 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060

3

1 7 US Hardcover Prentice Hall 2011 9780131376700 408 03813-V7 $122 $98

2 7 Paperback 2011 9780132668873 408 `5,790 `5,440 `5,440

4

1 Pascal Dennis 2 US Paperback 2007 9781563273568 192 03990 $34 $31

2 Pascal Dennis 2 Indian Paperback 2007 9781563273568 192 `600 `560 `560

5 1 2011 2011 6

6 1 2010 2010 32

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

Prices marked in yellow are included in the bundled examination fee.

Module name Additional aid title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810

2 1 3.1 US Paperback APICS 2009 12 09205-BK $28 $19 `1,700 `1,600 `1,520

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

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Basics of Supply Chain Management (BSCM)

APICS CPIM Basics of Supply Chain Management Reprints

Basics of Supply Chain Management Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

IMM_1Imported, 1 to 2 weeks

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

International

Pearson Education

IMM_1Imported, 2 to 6 weeks

Lean Production Simplified: A Plain-Language Guide to the World’s Most Powerful Production System

Productivity Press

LPS_1Imported, 1 to 2 weeks

Lean Production Simplified: A Plain-Language Guide to the World’s Most Powerful Production System

Productivity Press

LPS_1Up to 1 week

United Nations Global Compact: Corporate Sustainability in the World Economy

Downloadable PDF

UN Global Compact Office

http://www.unglobalcompact.org/docs/news_events/8.1/GC_brochure_FINAL.pdf

UN Global Compact Management Model: Framework for Implementation

Deloitte Touche TohmatsuDownloadable PDF

UN Global Compact Office

http://www.unglobalcompact.org/docs/news_events/9.1_news_archives/2010_06_17/UN_Global_Compact_Management_Model.pdf

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Basics of Supply Chain Management (BSCM)

APICS CPIM Exam Content Manual

ECM_1Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS CPIM Basics of Supply Chain Management Practice Question Booklet

Basics of Supply Chain Management Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

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Page 2 of 47

KnoWerX Education (India) Private LimitedAPICS 2013 CPIM List of Primary References and Additional Aids

Master Planning of Resources (MPR)

Module name Primary reference title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 2010 US Paperback APICS 2010 141 05001-2010 $35 $35 `2,660 `2,500 `2,380

2 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060

3 1 US Hardcover McGraw-Hill 2011 9780071750318 576 03406-V6 $76 $68 `4,910 `4,620 `4,620

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

Prices marked in yellow are included in the bundled examination fee. It is assumed that you have the references from BSCM module.

Module name Additional aid title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810

2 1 3.3 US Paperback APICS 2009 15 09209-BK $28 $19 `1,700 `1,600 `1,520

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

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Master Planning of Resources (MPR)

APICS CPIM Master Planning of Resources Reprints

Master Planning of Resources Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Manufacturing Planning and Control Systems for Supply Chain Management

F. Robert Jacobs, William L. Berry, David Clay Whybark and Thomas E. Vollmann, CFPIM

APICS/CPIM

MPC_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

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Master Planning of Resources (MPR)

APICS CPIM Exam Content Manual

ECM_1Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS CPIM Master Planning of Resources Practice Question Booklet

Master Planning of Resources Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

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KnoWerX Education (India) Private LimitedAPICS 2013 CPIM List of Primary References and Additional Aids

Detailed Scheduling and Planning (DSP)

Module name Primary reference title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 4 US Paperback APICS 2010 192 05003-2010 $35 $35 `2,660 `2,500 `2,380

2 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060

3

1 7 US Hardcover Prentice Hall 2011 9780131376700 525 03813-V7 $122 $98

2 7 Paperback 2011 9780132668873 525 `5,790 `5,440 `5,440

4 1 The Lean Toolbox 4 UK Paperback 2009 9780954124458 308 03002 $34 $31 `1,430 `1,340 `1,340

5 1 Marc J. Epstein 1 US Hardcover 2008 9781576754863 288 03012 $35 $32 `2,320 `2,180 `2,180

6 1 US Hardcover McGraw-Hill 2011 9780071750318 576 03406-V6 $76 $68 `4,910 `4,620 `4,620

7 1 Harold Kerzner 10 US Hardcover 2009 9780470278703 1094 03013 $94 $85 `7,030 `6,610 `6,610

8

1 3 US Hardcover McGraw-Hill 2008 9780073341521 544 03819 $143 $136

2 3 Indian Paperback 2008 9780070666986 560 `640 `600 `600

9 1 The G3.1 Guidelines G3.1 Online 2011

10 1 G3.1 2011 2

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## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

Prices marked in yellow are included in the bundled examination fee. It is assumed that you have the references from BSCM and MPR modules.

Module name Additional aid title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810

2 1 4 US Paperback APICS 2009 14 09211-BK $28 $19 `1,700 `1,600 `1,520

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

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Detailed Scheduling and Planning (DSP)

APICS CPIM Detailed Scheduling and Planning Reprints

Detailed Scheduling and Planning Committee of the APICS Curricula and Certification Committee

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Reprinted, up to 1 week

Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

IMM_1Imported, 1 to 2 weeks

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

International

Pearson Education

IMM_1Imported, 2 to 6 weeks

John Bicheno and Matthias Holweg

PICSIE Associates

TLT_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

Making Sustainability Work: Best Practices in Managing and Measuring Corporate Social, Environmental and Economic Impacts

Berrett-Koehler

MSW_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

Manufacturing Planning and Control Systems for Supply Chain Management

F. Robert Jacobs, William L. Berry, David Clay Whybark and Thomas E. Vollmann, CFPIM

APICS/CPIM

MPC_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

Project Management: A Systems Approach to Planning Scheduling and Controlling

John Wiley & Sons

PM_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

Designing and Managing the Supply Chain

David Simchi-Levi, Philip Kaminsky and Edith Simchi-Levi

Imported, 1 to 2 weeks

Designing and Managing the Supply Chain

David Simchi-Levi, Philip Kaminsky, Edith Simchi-Levi and Ravi Shankar

Tata McGraw-Hill

DMSC_1Up to 1 week

Global Reporting Initiative

https://www.globalreporting.org/reporting/latest-guidelines/g3-1-guidelines/Pages/default.aspx

GRI Sustainability Reporting Guidelines G3.1 – Reference Sheet

Downloadable PDF

Global Reporting Initiative

https://www.globalreporting.org/resourcelibrary/G3.1-Quick-Reference-Sheet.pdf

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Detailed Scheduling and Planning (DSP)

APICS CPIM Exam Content Manual

ECM_1Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS CPIM Detailed Scheduling and Planning Practice Question Booklet

Detailed Scheduling and Planning Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

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KnoWerX Education (India) Private LimitedAPICS 2013 CPIM List of Primary References and Additional Aids

Execution and Control of Operations (ECO)

Module name Primary reference title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 2011 US Paperback APICS 2011 233 05009-2011 $35 $35 `2,660 `2,500 `2,380

2 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060

3

1 7 US Hardcover Prentice Hall 2011 9780131376700 525 03813-V7 $122 $98

2 7 Paperback 2011 9780132668873 525 `5,790 `5,440 `5,440

4

1 Pascal Dennis 2 US Paperback 2007 9781563273568 192 03990 $34 $31

2 Pascal Dennis 2 Indian Paperback 2007 9781563273568 192 `600 `560 `560

5 1 US Hardcover McGraw-Hill 2011 9780071750318 576 03406-V6 $76 $68 `4,910 `4,620 `4,620

61 Juran’s Quality Handbook 6 US Hardcover McGraw-Hill 2010 9780071629737 1136 03642-V6 $153 $135

2 Juran’s Quality Handbook 6 Indian Paperback 2010 9780071070898 1136 `2,470 `2,320 `2,320

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

Prices marked in yellow are included in the bundled examination fee. It is assumed that you have the references from BSCM, MPR and DSP modules.

Module name Additional aid title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810

2 1 2.4 US Paperback APICS 2009 13 09212-BK $28 $19 `1,700 `1,600 `1,520

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

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Execution and Control of Operations (ECO)

APICS CPIM Execution and Control of Operations Reprints

Execution and Control of Operations Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah

Imported, 1 to 2 weeks

Reprinted, up to 1 week

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

IMM_1Imported, 1 to 2 weeks

Introduction to Materials Management

J. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

International

Pearson Education

IMM_1Imported, 2 to 6 weeks

Lean Production Simplified: A Plain-Language Guide to the World’s Most Powerful Production System

Productivity Press

LPS_1Imported, 1 to 2 weeks

Lean Production Simplified: A Plain-Language Guide to the World’s Most Powerful Production System

Productivity Press

LPS_1Up to 1 week

Manufacturing Planning and Control Systems for Supply Chain Management

F. Robert Jacobs, William L. Berry, David Clay Whybark and Thomas E. Vollmann, CFPIM

APICS/CPIM

MPC_1Imported, 1 to 2 weeks

Imported, 2 to 6 weeks

Joseph M. Juran and Joseph A. DeFeo

JQH_1Imported, 1 to 2 weeks

Joseph M. Juran and Joseph A. DeFeo

Tata McGraw-Hill

JQH_1Up to 1 week

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Execution and Control of Operations (ECO)

APICS CPIM Exam Content Manual

ECM_1Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS CPIM Execution and Control of Operations Practice Question Booklet

Execution and Control of Operations Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

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KnoWerX Education (India) Private LimitedAPICS 2013 CPIM List of Primary References and Additional Aids

Strategic Management of Resources (SMR)

Module name Primary reference title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 APICS Dictionary 13 US Paperback APICS 2011 9780615394411 164 01102-2011 $50 $30 `2,310 `2,170 `2,060

2 1 1 US Hardcover 2009 9780558374648 03989K $280 $250 `26,720 `25,120 `23,860

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

Prices marked in yellow are included in the bundled examination fee. It is assumed that you have the references from BSCM, MPR, DSP and ECO modules.

Module name Additional aid title Author(s) Edition Binding Publisher Year ISBN-13 Pages Comments

APICS KnoWerX

1 1 CPIM Subcommittee 2013 US Paperback APICS 2013 53 09051-2013 $25 $25 `2,020 `1,900 `1,810

2 1 2 US Paperback APICS 2009 14 09213-BK $28 $19 `1,700 `1,600 `1,520

++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.

## Prices change everyday and are only indicative. Please check for correct price on day of buying. No shipping and handling charges within India.

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Strategic Management of Resources (SMR)

Editor: John H. Blackstone Jr., Ph.D., CFPIM, Jonah's Jonah

Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS Strategic Management of Resources References Sourcebook

APICS / Pearson Custom Publishing

SMRRS_1Imported, 1 to 2 weeks

Imported, 1 to 2 weeks

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Strategic Management of Resources (SMR)

APICS CPIM Exam Content Manual

ECM_1Imported, 1 to 2 weeks

Reprinted, up to 1 week

APICS CPIM Strategic Management of Resources Practice Question Booklet

Strategic Management of Resources Committee of the APICS Curricula and Certification Committee

Imported, 1 to 2 weeks

Reprinted, up to 1 week

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Designing and Managing the Supply ChainDavid Simchi-Levi, Philip Kaminsky, Edith Simchi-Levi and Ravi Shankar

ISBN: 9780070666986Table of Contents

About the Authors viiForeword viiiPreface ixAcknowledgments xvList of Cases xviiCHAPTER 1 INTRODUCTION TO SUPPLY CHAIN MANAGEMENT 1

1.1 What Is Supply Chain Management? 11.2 The Development Chain 31.3 Global Optimization 41.4 Managing Uncertainty and Risk 51.5 The Evolution of Supply Chain Management 71.6 The Complexity 111.7 Key Issues in Supply Chain Management 121.8 Book Objectives and Overview 16Discussion Questions 18CASE: MEDITECH SURGICAL 18

CHAPTER 2 INVENTORY MANAGEMENT AND RISK POOLING 27CASE: STEEL WORKS, INC. 272.1 Introduction 312.2 Single Stage Inventory Control 332.2.1 The Economic Lot Size Model 332.2.2 The Effect of Demand Uncertainty 362.2.3 Single Period Models 362.2.4 Initial Inventory 392.2.5 Multiple Order Opportunities 412.2.6 Continuous Review Policy 422.2.7 Variable Lead Times 452.2.8 Periodic Review Policy 452.2.9 Service Level Optimization 472.3 Risk Pooling 48CASE: RISK POOLING 492.4 Centralized Versus Decentralized Systems 522.5 Managing Inventory in the Supply Chain 522.6 Practical Issues 562.7 Forecasting 572.7. I Judgment Methods 582.7.2 Market Research Methods 582.7.3 Time-Series Methods 592.7.4 Causal Methods 592.7.5 Selecting the Appropriate Forecasting Technique 59Summary 60Discussion Questions 60CASE: SPORT OBERMEYER 63

CHAPTER 3 NETWORK PLANNING 79CASE: THE Bis CORPORATION 793.1 Introduction 813.2 Network Design 82

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3.2.1 Data Collection 843.2.2 Data Aggregation 843.2.3 Transportation Rates 883.2.4 Mileage Estimation 893.2.5 Warehouse Costs 903.2.6 Warehouse Capacities 913.2.7 Potential Warehouse Locations 923.2.8 Service Level Requirements 923.2.9 Future Demand 923.2.10 Model and Data Validation 923.2.11 Solution Techniques 933.2.12 Key Features of a Network Configuration SCP 963.3 Inventory Positioning and Logistics Coordination 973.3. I Strategic Safety Stock 97CASE: ELECCOMP INC. 993.3.2 Integrating Inventory Positioning and Network Design 1053.4 Resource Allocation 106Summary 109Discussion Questions 110CASE: H. C. STARCK, INC. 111

CHAPTER 4 SUPPLY CONTRACTS 127CASE: AMERICAN TOOL WORKS 1274.1 Introduction 1284.2 Strategic Components 1294.2.1 Supply Contracts 1294.2.2 Limitations 1344.3 Contracts for Make-to-Stock/Make-to-Order Supply Chains 1354.4 Contracts with Asymmetric Information 1394.5 Contracts for Nonstrategic Components 140Summary 142Discussion Questions 143

CHAPTER 5 THE VALUE OF INFORMATION 147CASE: BARILLA SpA (A) 1475.1 Introduction 1585.2 The Bullwhip Effect 1595.2.1 Quantifying the Bullwhip Effect 1615.2.2 The Impact of Centralized Information on the Bullwhip Effect 1635.2.3 Methods for Coping with the Bullwhip Effect 1665.3 Information Sharing and Incentives 1675.4 Effective Forecasts 1695.5 Information for the Coordination of Systems 1695.6 Locating Desired Products 1705.7 Lead-Time Reduction 1715.8 Information and Supply Chain Trade-offs 1715.8.1 Conflicting Objectives in the Supply Chain 1725.8.2 Designing the Supply Chain for Conflicting Goals 1725.9 Decreasing Marginal Value of Information 175Summary 176Discussion Questions 176CASE: REEBOK NFL REPLICA JERSEYS: A CASE FOR POSTPONEMENT 177

CHAPTER 6 SUPPLY CHAIN INTEGRATION 185

1856.1 introduction 195

CASE: DELL INC.: IMPROVING THE FLEXIBILITY OF THE DESKTOP PC SUPPLY CHAIN

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6.2 Push, Pull, and Push-Pull Systems 1956.2.1 Push-Based Supply Chain 1956.2.2 Pull-Based Supply Chain 1966.2.3 Push-Pull Supply Chain 1976.2.4 Identifying the Appropriate Supply Chain Strategy 1986.2.5 Implementing a Push-Pull Strategy 2006.3 The Impact of Lead Time 2026.4 Demand-Driven Strategies 2046.5 The Impact of the Internet on Supply Chain Strategies 2056.5.1 What Is E-Business? 2066.5.2 The Grocery Industry 2076.5.3 The Book Industry 2076.5.4 The Retail Industry 2086.5.5 Impact on Transportation and Fulfillment 209Summary 209Discussion Questions 210CASE: THE GREAT INVENTORY CORRECTION 210

CHAPTER 7 DISTRIBUTION STRATEGIES 215CASE: AMAZON.COM'S EUROPEAN DISTRIBUTION STRATEGY 2157.1 Introduction 2387.2 Direct Shipment Distribution Strategies 2387.3 Intermediate Inventory Storage Point Strategies 2397.3.1 Traditional Warehousing 2407.3.2 Cross-Docking 2417.3.3 Inventory Pooling 2427.4 Transshipment 2477.5 Selecting an Appropriate Strategy 247Summary 248Discussion Questions 249

CHAPTER 8 STRATEGIC ALLIANCES 251CASE: HOW KIMBERLY-CLARK KEEPS CLIENT COSTCO IN DIAPERS 2518.1 Introduction 2548.2 A Framework for Strategic Alliances 2568.3 Third-Party Logistics 2578.3.1 What Is 3PL? 2588.3.2 Advantages and Disadvantages of 3PL 2588.3.3 3PL Issues and Requirements 2608.3.4 3PL Implementation Issues 2618.4 Retailer-Supplier Partnerships 2628.4.1 Types of RSP 2628.4.2 Requirements for RSP 2638.4.3 Inventory Ownership in RSP 2648.4.4 Issues in RSP Implementation 2658.4.5 Steps in RSP Implementation 2658.4.6 Advantages and Disadvantages of RSP 2668.4.7 Successes and Failures 2678.5 Distributor Integration 2688.5.1 Types of Distributor Integration 2688.5.2 Issues in Distributor Integration 269Summary 270Discussion Questions 270CASE: AUDIO DUPLICATION SERVICES, INC. (ADS) 271CASE: THE SMITH GROUP 272CASE: MARUTI UDYOG LIMITED 273

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CHAPTER 9 PROCUREMENT AND OUTSOURCING STRATEGIES 277CASE: ZARA 2779.1 introduction 2919.2 Outsourcing Benefits and Risks 2929.3 A Framework for Buy/Make Decisions 2949.4 Procurement Strategies 2969.4.1 Supplier Footprint 2989.5 E-Procurement 300Summary 304Discussion Questions 305

305

CHAPTER 10 GLOBAL LOGISTICS AND RISK MANAGEMENT 321CASE: WAL-MART CHANGES TACTICS TO MEET INTERNATIONAL TASTES 32110.1 Introduction 32410.1.1 Global Market Forces 32510.1.2 Technological Forces 32610.1.3 Global Cost Forces 32610.1.4 Political and Economic Forces 32710.2 Risk Management 32710.2.1 Many Sources of Risks 32810.2.2 Managing the Unknown-Un/mown 33010.2.3 Managing Global Risks 33310.2.4 Requirements for Global Strategy Implementation 33410.3 Issues in International Supply Chain Management 33510.3.1 International versus Regional Products 33510.3.2 Local Autonomy versus Central Control 33610.3.3 Miscellaneous Dangers 33710.4 Regional Differences in Logistics 33810.4.1 Cultural Differences 33810.4.2 Infrastructure 33810.4.3 Performance Expectation and Evaluation 33910.4.4 Information System Availability 34010.4.5 Human Resources 340Summary 340Discussion Questions 341

CHAPTER 11 COORDINATED PRODUCT AND SUPPLY CHAIN DESIGN 343CASE: HEWLETT-PACKARD: DESKJET PRINTER SUPPLY CHAIN 34311.1 A General Framework 35111.2 Design for Logistics 35411.2.1 Overview 35411.2.2 Economic Packaging and Transportation 35511.2.3 Concurrent and Parallel Processing 35611.2.4 Standardization 35711.2.5 Selecting a Standardization Strategy 36111.2.6 Important Considerations 36111.2.7 The Push-Pull Boundary 36211.2.8 Case Analysis 36311.3 Supplier Integration into New Product Development 36511.3.1 The Spectrum of Supplier Integration 36511.3.2 Keys to Effective Supplier Integration 36611.3.3 A "Bookshelf" of Technologies and Suppliers 36711.4 Mass Customization 36711.4.1 What Is Mass Customization? 36711.4.2 Making Mass Customization Work 368

CASE: SOLECTRON: FROM CONTRACT MANUFACTURER TO GLOBAL SUPPLY CHAIN INTEGRATOR

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11.4.3 Mass Customization and Supply Chain Management 369Summary 369Discussion Questions 370

370

CHAPTER 12 CUSTOMER VALUE 377CASE: MADE TO MEASURE 37712.1 Introduction 38012.2 The Dimensions of Customer Value 38212.2.1 Conformance to Requirements 38212.2.2 Product Selection 38412.2.3 Price and Brand 38712.2.4 Value-Added Services 38812.2.5 Relationships and Experiences 38912.2.6 Dimensions and Achieving Excellence 39112.3 Customer Value Measures 39212.4 Information Technology and Customer Value 395Summary 397Discussion Questions 398

CHAPTER 13 SMART PRICING 399

39913.1 Introduction 40013.2 Price and Demand 40113.3 Markdowns 40213.4 Price Differentiation 40313.5 Revenue Management 40513.6 Smart Pricing 40813.6.1 Differential Pricing 40813.6.2 Dynamic Pricing 41013.7 Impact of the Internet 41113.8 Caveats 412Summary 413Discussion Questions 413CASE: THE GREAT REBATE RUNAROUND 414

CHAPTER 14 INFORMATION TECHNOLOGY AND BUSINESS PROCESSES 419CASE: SUPPLY CHAIN WHIRL 41914.1 Introduction 42114.2 The Importance of Business Processes 42214.3 Goals of Supply Chain IT 428CASE: 7-ELEVEN STOCKS UP ON TECH SAVVY 43214.4 Supply Chain Management System Components 43514.4.1 Decision-Support Systems 43614.4.2 IT for Supply Chain Excellence 43914.5 Sales and Operations Planning 442CASE: S&OP "EVOLUTION" AT ADTRAN 44214. 6 Integrating Supply Chain Information Technology 44514.6.1 Implementation of ERP and DSS 44614.6.2 "Best of Breed " versus Single-Vendor ERP Solutions 447Summary 448Discussion Questions 449

CHAPTER 15 TECHNOLOGY STANDARDS 451

CASE: HEWLETT-PACKARD COMPANY: NETWORK PRINTER DESIGN FOR UNIVERSALITY

CASE: STARBUCKS ECONOMICS: SOLVING THE MYSTERY OF THE ELUSIVE "SHORT" CAPPUCCINO

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45115.1 Introduction 45215.2 IT Standards 45315.3 Information Technology Infrastructure 45515.3.1 Interface Devices 45515.3.2 System Architecture 45515.3.3 Electronic Commerce 45715.4 Service-Oriented Architecture (SOA) 46015.4.1 Technology Base: IBM and Microsoft 46015.4.2 ERP Vendor Platform: SAP and Oracle 46215.4.3 Conclusion 46315.5 Radio Frequency Identification (RFID) 46415.5.1 Introduction 46415.5.2 RFID Applications 46515.5.3. RFID and Point-of-Sale Data 46815.5.4 Business Benefits 46915.5.5 Supply Chain Efficiency 471Summary 471Discussion Questions 472

CHAPTER 16 LOCAL ISSUES IN SUPPLY CHAIN MANAGEMENT 473CASE: AMAZING STORY OF MUMBAI DABBAWALAHS 47316.1 Introduction 47916.2 Supply Chain Issues during Natural Disasters and Other Calamities 47916.3 Supply Chain Issues for SMEs 48016.4 Organized Retail in India 48116.5 Reverse Logistics 482Summary 482Discussion Questions 483

APPENDIX A COMPUTERIZED BEER GAME 485A.1 Introduction 485A.2 The Traditional Beer Game 485A.2.1 The Difficulties with the Traditional Beer Game 486A.3 The Scenarios 487A.4 Playing a Round 488A.4.1 1ntroducing the Game 488A.4.2 Understanding the Screen 489A.4.3 Playing the Game 490A.4.4 Other Features 492A.5 Options and Settings 493A.5.1 File Commands 493A.5.2 Options Commands 493A.5.3 The Play Commands 496A.5.4 The Graphs Commands 497A.5.5 The Reports Commands 498

APPENDIX B THE RISK POOL GAME 500B.1 Introduction 500B.2 The Scenarios 500B.3 Playing Several Rounds 501B.3.1 1ntroducing the Game 501B.3.2 Understanding the Screen 502B.3.3 Playing the Game 503B.3.4 Other Features 503B.4 Options and Settings 503

CASE: PACORINI STAYS ON TOP OF GLOBAL LOGISTICS MARKET WITH IBM SOA SOLUTION

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B.4.1 File Commands 504B.4.2 Play Commands 504B.4.3 The Reports Commands 506

APPENDIX C EXCEL SPREADSHEET 508C.1 introduction 508C.2 The Spreadsheet 508

APPENDIX D THE BIDDING GAME 509D.1 introduction 509D.2 The Scenario 509D.3 instructions for Excel Version of the Game 510

BOBILOGRAPHY 511INDEX 521

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APICS CPIM Exam Content ManualCPIM Subcommittee - 2013

Stock #09051-2013Table of Contents

Letter to Candidates ii

Introduction iv

About the APICS CPIM Examinations ivQuestion Format ivTaking the Test vInterpreting Test Scores vi

Studying for the APICS CPIM Exam viAPICS CPIM References viUse of References Across APICS Exam Modules viiTerminology viii

Additional Resources for APICS CPIM Candidates ixAPICS CPIM Instructor-Led Review Courses ixIndependent Study Courses ixEducational Programs ix

APICS Certified Fellow in Production and Inventory Management x

APICS CPIM Certification Maintenance: Continuing Professional Development xThe Importance of Certification Maintenance x

APICS Code of Ethics x

Basics of Supply Chain Management 1

Master Planning of Resources 11

Detailed Scheduling and Planning 18

Execution and Control of Operations 28

Strategic Management of Resources 37

Answers to Sample Questions 46

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Introduction to Materials ManagementJ. R. Tony Arnold, Stephen N. Chapman and Lloyd M. Clive

ISBN: 9780131376700Table of Contents

Copyright ivPreface ixCHAPTER 1 Introduction to Materials Management 1

Introduction 1Operating Environment 1The Supply Chain Concept 4What Is Materials Management? 9Summary 13Key Terms 13Questions 13Problems 14

CHAPTER 2 Production Planning System 16Introduction 16Manufacturing Planning and Control System 17Sales and Operations Planning 20Manufacturing Resource Planning 22Enterprise Resource Planning 23Making the Production Plan 24Summary 33Key Terms 33Questions 33Problems 34Case Study:Meridian Water Pumps 39

CHAPTER 3 Master Scheduling 41Introduction 41Relationship to Production Plan 42Developing a Master Production Schedule 44Production Planning, Master Scheduling, and Sales 49Summary 54Key Terms 55Questions 55Problems 56Case Study: Acme Water Pumps 61

CHAPTER 4 Material Requirements Planning 62Introduction 62Bills of Material 64Material Requirements Planning Process 70Using the Material Requirements Plan 81Summary 84Key Terms 84Questions 84Problems 85Case Study: Apix Polybob Company 95

CHAPTER 5 Capacity Management 98Introduction 98

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Definition of Capacity 98Capacity Planning 99Capacity Requirements Planning 100Capacity Available 102Capacity Required (Load) 105Scheduling Orders 107Making the Plan 109Summary 109Key Terms 110Questions 111Problems 111Case Study:Wescott Products 114

CHAPTER 6 Production Activity Control 117Introduction 117Data Requirements 120Order Preparation 121Scheduling 122Load Leveling 127Scheduling Bottlenecks 128Theory of Constraints and Drum-Buffer-Rope 130Implementation 132Control 133Production Reporting 138Product Tracking 139Summary 139Key Terms 139Questions 140Problems 141Case Study: Johnston Products 145

CHAPTER 7 Purchasing 147Introduction 147Establishing Specifications 150Functional Specification Description 152Selecting Suppliers 154Price Determination 157Impact of Material Requirements Planning on Purchasing 159Environmentally Responsible Purchasing 161Expansion of Purchasing into Supply Chain Management 162Some Organizational Implications of Supply Chain Management 163Summary 164Key Terms 164Questions 165Problems 165Case Study: Let’s Party! 166

CHAPTER 8 Forecasting 167Introduction 167Demand Management 167Demand Forecasting 168Characteristics of Demand 168Principles of Forecasting 170Collection and Preparation of Data 171Forecasting Techniques 172Some Important Intrinsic Techniques 173Seasonality 176

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Tracking the Forecast 179Summary 185Key Terms 186Questions 186Problems 186Case Study: Northcutt Bikes: the Forecasting Problem 193

CHAPTER 9 Inventory Fundamentals 196Introduction 196Aggregate Inventory Management 196Item Inventory Management 196Inventory and the Flow of Material 197Supply and Demand Patterns 198Functions of Inventories 198Objectives of Inventory Management 199Inventory Costs 201Financial Statements and Inventory 203ABC Inventory Control 207Summary 210Key Terms 211Questions 211Problems 212Case Study: Randy Smith, Inventory Control Manager 216

CHAPTER 10 Order Quantities 218Introduction 218Economic-Order Quantity (EOQ) 219Variations of the EOQ Model 223Quantity Discounts 224Order Quantities for Families of Product When Costs are Not Known 225Period-Order Quantity (POQ) 226Summary 229Key Terms 229Questions 229Problems 230Case Study: Carl’s Computers 234

CHAPTER 11 Independent Demand Ordering Systems 237Introduction 237Order Point System 237Determining Safety Stock 239Determining Service Levels 245Different Forecast and Lead-Time Intervals 247Determining When the Order Point Is Reached 247Periodic Review System 249Distribution Inventory 251Summary 254Key Terms 254Questions 255Problems 255

CHAPTER 12 Physical Inventory and Warehouse Management 262Introduction 262Warehousing Management 262Physical Control and Security 267Inventory Record Accuracy 268

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Technology Applications 273Summary 274Key Terms 274Questions 275Problems 275Case Study: CostMart Warehouse 278

CHAPTER 13 Physical Distribution 282Introduction 282Physical Distribution System 285Interfaces 287Transportation 288Legal Types of Carriage 290Transportation Cost Elements 291Warehousing 296Packaging 301Materials Handling 302Multi-Warehouse Systems 303Summary 305Key Terms 306Questions 306Problems 308Case Study:Metal Specialties, Inc. 309

CHAPTER 14 Products and Processes 310Introduction 310Need for New Products 310Product Development Principles 311Product Specification and Design 313Process Design 315Factors Influencing Process Design 316Processing Equipment 317Process Systems 318Selecting the Process 320Continuous Process Improvement (CPI) 322Key Terms 332Questions 333Problems 334Case Study: Cheryl Franklin, Production Manager 337

CHAPTER 15 Lean Production 339Introduction 339Lean Production 339Waste 341The Lean Production Environment 343

Manufacturing Planning and Control in a Lean Production Environment: JIT Production 350Which to Choose: MRP (ERP), Kanban, or Theory of Constraints? 359Summary 361Key Terms 361Questions 362Problems 363Case Study:Murphy Manufacturing 364

CHAPTER 16 Total Quality Management 367Introduction 367

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What Is Quality? 367Total Quality Management (TQM) 369Quality Cost Concepts 372Variation as a Way of Life 373Process Capability 375Process Control 379Sample Inspection 382ISO 9000:2008 383Benchmarking 385Six Sigma 386Quality Function Deployment 387JIT, TQM, and MRP 389Summary 390Key Terms 390Questions 390Problems 391Case Study: Accent Oak Furniture Company 393

Readings 397Index 401

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Juran's Quality HandbookJoseph M. Juran and Joseph A. Defeo

ISBN: 9780070618480Table of Contents

Contributors ix

Introduction to the Sixth Edition xi

Section 1 Key Concepts: What Leaders Need to Know About Quality

Chapter 1 Attaining Superior Results through Quality 3

Chapter 2 Quality's Impact on Society and the National Culture 41

Chapter 3 The Universal Methods to Manage for Quality 69

Chapter 4 Quality Planning: Designing Innovative Products and Services 83

Chapter 5 Quality Improvement: Creating Breakthroughs in Performance 137

Chapter 6 Quality Control: Assuring Repeatable and Compliant Processes 195

Chapter 7 Strategic Planning and Deployment: Moving from Good to Great 227

Chapter 8 Business Process Management: Creating an Adaptable Organization 255

Chapter 9 The Juran Transformation Model and Roadmap 279

Chapter 10 A Look Ahead: Eco-Quality for Environmental Sustainability 313

Section II Methods and Tools: What to Use to Attain Performance Excellence

Chapter 11 Lean Techniques: Improving Process Efficiency 327

Chapter 12 Six Sigma: Improving Process Effectiveness 355

Chapter 13 Root Cause Analysis to Maintain Performance 387

Chapter 14 Continuous Innovation Using Design for Six Sigma 407

Chapter 15 Benchmarking: Defining Best Practices for Market Leadership 439

Chapter 16 Using International Standards to Ensure Organization Compliance 467

Chapter 17 Using National Awards for Excellence to Drive and Monitor Performance 491

Chapter 18 Core Tools to Design, Control, and Improve Performance 541

Chapter 19 Accurate and Reliable Measurement Systems and Advanced Tools 583

Section III Applications: Most Important Methods in Your Industry

Chapter 20 Product-Based Organizations: Delivering Quality While Being Lean and Green 675

Chapter 21 Service-Based Organizations: Customer Service at Its Best 703

Chapter 22 Self-Service Based Organizations: Assuring Quality in a Nanosecond 713

Chapter 23 Health Care-Based Organizations: Improving Quality of Care and Performance 757

Chapter 24 Continuous Process-Based Organizations: Quality Is a Continuous Operation 789

Chapter 25 Defense-Based Organizations: Assuring No Doubt About Performance 833

Section IV Key Functions: Your Role in Performance Excellence

Chapter 26 Empowering the Workforce to Tackle the "Useful Many" Processes 847

Chapter 27 The Quality Office: Leading the Way Forward 867

Chapter 28 Research & Development: More Innovation, Scarce Resources 891

Chapter 29 Software and Systems Development: From Waterfall to AGILE 951

Chapter 30 Supply Chain: Better, Faster, Friendlier Suppliers 979

Chapter 31 Role of the Board of Directors: Effective and Efficient Governance 1003

Appendix I. The Non-Pareto Principle, Mea Culpa 1021

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Appendix II. Sample Competency Matrices and Job Profiles 1025

Glossary of Acronyms 1037

Glossary of Terms 1047

Name Index 1061

Subject Index 1067

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Lean Production SimplifiedPascal Dennis

ISBN: 9781563273568Table of Contents

Foreword viiIntroduction to the 2nd Edition ixPreface xiCHAPTER 1 The Birth of Lean Production 1

Craft Production 1Mass Production 1The Growing Dysfunction 5The Birth of Lean Production 6The Historic Bargain 7A Vitrue of Necessity 9Completing the Lean Revolution at Toyota 10Summary 11

CHAPTER 2 The Lean Production System 13Why Lean Production? 13Systems and Systems Thinking 15Basic Image of Lean Production 18Customer Focus 19Muda 20Summary 25

CHAPTER 3 Stability 29Standards in the Lean System 29The 5S System 32Total Productive Maintenance 39Summary 46

CHAPTER 4 Standardized Work 49Methods Engineering versus Lean Thinking 49What Do We Have to Manage? 50Why Standardized Work? 51The Elements of Standardized Work 53Charts Used to Define Standardized Work 55Manpower Reduction 59Overall Efficiency versus Individual Efficiency 60Standardized Work and Kaizen 60Common Layouts 63Summary 63

CHAPTER 5 Just-In-Time 67Why JIT? 67Basic Principles of JIT 69The JIT System 73Kanban 74The Six Kanban Rules 79Expanded Role of Conveyance 80Production Leveling 83The Types of Pull Systems 86Value Stream Mapping 87

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Summary 91

CHAPTER 6 Jidoka 95Development of the Jidoka Concept 95Why Jidoka? 96Poka-yoke 98Inspection System and Zone Control 98Using Poke-yokes 100Implementing Jidoka 104Summary 106

CHAPTER 7 Invovlement–The Wind That Fills the Sail 107Why Involvement? 107The Terrible Waste of Humanity 109Activities Supporting Involvement 109Kaizen Circle Activity 110Practical Kaizen Training 113Key Factors for PKT Success 114Suggestion Programs 115Summary 119

CHAPTER 8 Hoshin Planning 121What is Planning? 121Why Plan? 123Problems with Planning 123Hoshin Planning 124Hoshin Planning System 127The Four Phases of Hoshin Planning 137Summary 142

CHAPTER 9 The Culture of Lean Production 145What Is Lean Culture? 146How Does Lean Culture Feel? 155Summary 156

Appendix I–Glossary 159Appendix II–Bibliography 163Index 167

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Manufacturing Planning and Control for Supply Chain ManagementF. Robert Jacobs, William L. Berry, D. Clay Whybark and Thomas E. Vollmann

ISBN: 9780071750318Table of Contents

Preface xxiAcknowledgments xxxiCHAPTER 1 Manufacturing Planning and Control 1

The MPC System Defined 2Typical MPC Support Activities 2

An MPC System Framework 3MPC System Activities 4

Matching the MPC System with the Needs of the Firm 7An MPC Classification Schema 8

Evolution of the MPC System 9The Changing Competitive World 10Reacting to the Changes 11

Concluding Principles 11APICS/CPIM Certification Questions 12

CHAPTER 2 Enterprise Resource Planning (ERP) 15What Is ERP? 16

Consistent Numbers 16Software Imperatives 17Routine Decision Making 18Choosing ERP Software 18

How ERP Connects the Functional Units 19Finance 20Manufacturing and Logistics 21Sales and Marketing 21Human Resources 21Customized Software 22Data Integration 22

How Manufacturing Planning and Control (MPC) Fits within ERP 23Simplified Example 23Supply Chain Planning with mySAP SCM 24Supply Chain Execution with mySAP SCM 25Supply Chain Collaboration with mySAP SCM 26Supply Chain Coordination with mySAP SCM 27

Performance Metrics to Evaluate Integrated System Effectiveness 27The "Functional Silo" Approach 28Integrated Supply Chain Metrics 29Calculating the Cash-to-Cash Time 32

What Is the Experience with ERP? 34Eli Lilly and Company-Operational Standards for Manufacturing Excellence 34

Concluding Principles 37APICS/CPIM Certification Questions 38

CHAPTER 3 Demand Management 45Demand Management in MPC Systems 46Demand Management and the MPC Environment 48

The Make-to-Stock (MTS) Environment 49The Assemble-to-Order (ATO) Environment 50

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The Make (Engineer )-to-Order (MTO) Environment 52Communicating with Other MPC Modules and Customers 53

Sales and Operations Planning 53Master Production Scheduling 54Dealing with Customers on a Day-to-Day Basis 55

Information Use in Demand Management 56Make-to-Knowledge 57Data Capture and Monitoring 58Customer Relationship Management 58Outbound Product Flow 59

Managing Demand 59Organizing for Demand Management 60Monitoring the Demand Management Systems 61Balancing Supply and Demand 62

Collaborative Planning, Forecasting, and Replenishment (CPFR) 62Nine-Step CPFR Process Model. 63Steps 1 and 2 of the CPFR Model 64Steps 3 through 9 in the CPFR Model 68

Concluding Principles 69APICS/CPIM Certification Questions 70

CHAPTER 4 Forecasting 75Providing Appropriate Forecast Information 75

Forecastingfor Strategic Business Planning 77Forecasting for Sales and Operations Planning 77Forecasting for Master Production Scheduling and Control 78

Regression Analysis and Cyclic Decomposition Techniques 79Example 80Decomposition of a Time Series 83Additive Seasonal Variation 84Multiplicative Seasonal Variation 84Seasonal Factor (or Index) 85Example 85Example 86Decomposition Using Least Squares Regression 87Error Range 90

Short - Term Forecasting Techniques 91Moving-Average Forecasting 92Exponential Smoothing Forecasting 94Evaluating Forecasts 96

Using the Forecasts 99Considerations for Aggregating Forecasts 99Pyramid Forecasting 101Incorporating External Information 103

Concluding Principles 104APICS/CPIM Certification Questions 105Case Study: Forecasting at Ross Products 111

CHAPTER 5 Sales and Operations Planning 115Sales and Operations Planning in the Firm 115

Sales and Operations Planning Fundamentals 116Sales and Operations Planning and Management 117Operations Planning and MPC Systems 119Payoffs 121

The Sales and Operations Planning Process 122The Monthly Sales and Operations Planning Process 122Sales and Operations Planning Displays 125

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The Basic Trade-Offs 129Economic Evaluation of Alternative Plans 133

The New Management Obligations 136Top Management Role 136Functional Roles 137Integrating Strategic Planning 141Controlling the Operations Plan 142

Concluding Principles 142References 143APICS/CPIM Certification Questions 143

148

CHAPTER 6 Advanced Sales and Operations Planning 161Mathematical Programming Approaches 161

Linear Programming (LP) 162Mixed Integer Programming 163

Company Example: Lawn King Inc. 166Company Background 166Deciding on a Planning Model 167The Linear Programming Model 168Developing the Planning Parameters 169Solving the Linear Programming Model and Understanding the Results 173Sales and Operations Planning Issues 175Using Microsoft Excel Solver 176

Concluding Principles 179APICS/CPIM Certification Questions 180

CHAPTER 7 Master Production Scheduling 183The Master Production Scheduling (MPS) Activity 183

The MPS Is a Statement of Future Output 184The Business Environment for the MPS 185Linkages to Other Company Activities 187

Master Production Scheduling Techniques 189The Time-Phased Record 189Rolling through Time 190Order Promising and Available-to-Promise (ATP) 192

Planning in an Assemble-to-Order Environment 196Managing Using a Two-Level MPS 199Master Production Schedule Stability 202

Freezing and Time Fencing 203Managing the MPS 204

The Overstated MPS 204Concluding Principles 205APICS/CPIM Certification Questions 205Case Study: Customer Order Promising at Kirk Motors Ltd. . 209Case Study: Hill-Rorn's Use of Planning Bills of Materials 211

CHAPTER 8 Material Requirements Planning 215Material Requirements Planning in Manufacturing

Planning and Control 215Record Processing 217

The Basic MRP Record 217Linking the MRP Records 227

Technical Issues 229Processing Frequency 230Bucketless Systems 231

Case Study: Delta Manufacturing Company's Integrated Sales and Operations Planning Process

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Lot Sizing 231Safety Stock and Safety Lead Time 232Low-Level Coding 233Pegging 234Firm Planned Orders 234Service Parts 235Planning Horizon 235Scheduled Receipts versus Planned Order Releases 235

Using the MRP System 236The MRP Planner 236Exception Codes 238Bottom-up Replanning 239An MRP System Output 241

System Dynamics 241Transactions during a Period 243Rescheduling 244Complex Transaction Processing 244Procedural Inadequacies 246

Concluding Principles 247APICS/CPIM Certification Questions 247

CHAPTER 9 Advanced MRP 253Determining Manufacturing Order Quantities 253

Economic Order Quantities (EOQ) 255Periodic Order Quantities (POQ) 256Part Period Balancing (PPB) 257Wagner- Whitin Algorithm 258Simulation Experiments 259

Buffering Concepts 260Categories of Uncertainty 260Safety Stock and Safety Lead Time 262Safety Stock and Safety Lead Time Performance Comparisons 263Scrap Allowances 265Other Buffering Mechanisms 266

Nervousness 266Sources of MRP System Nervousness 267Reducing MRP System Nervousness 267

Concluding Principles 269APICS/CPIM Certification Questions 270

CHAPTER 10 Capacity Planning and Management 275The Role of Capacity Planning in MPC Systems 276

Hierarchy of Capacity Planning Decisions 276Links to Other MPC System Modules 277

Capacity Planning and Control Techniques 279Capacity Planning Using Overall Factors (CPOF) 279Capacity Bills 281Resource Profiles 283Capacity Requirements Planning (CRP) 286

Scheduling Capacity and Materials Simultaneously 288Finite Capacity Scheduling 289Finite Scheduling with Product Structures: Using APS Systems 291

Management and Capacity Planning/Utilization 295Capacity Monitoring with Input/Output Control 295Managing Bottleneck Capacity 298Capacity Planning in the MPC System 299Choosing the Measure of Capacity 300

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Choice of a Specific Technique 302Using the Capacity Plan 303

Concluding Principles 304APICS/CPIM Certification Questions 304Case Study: Capacity Planning at Montell USA Inc 311Case Study: Capacity Planning at Applicon 313Case Study: Capacity Planning with APS at a Consumer Products Company 315

CHAPTER 11 Production Activity Control 317A Framework for Production Activity Control 317

MPC System Linkages 318The Linkages between MRP and PAC 319Just-in- Time Effect on PAC 319The Company Environment 320

Production Activity Control Techniques 321Basic Shop-Floor Control Concepts 321Lead- Time Management 324Gantt Charts 325Priority Sequencing Rules 325Theory of Constraints (TOC) Systems 327Vendor Scheduling and Follow-up 339The Internet and Vendor Scheduling 340

Concluding Principles 341APICS/CPIM Certification Questions 341Case Study: Theory of Constraints (TOC) Scheduling at TOSOH 344

CHAPTER 12 Advanced Scheduling 349Basic Scheduling Research 349

The One-Machine Case 350The Two-Machine Case 351Dispatching Approaches 352Sequencing Rules 352

Advanced Procedures 355Due Date-Setting Procedures 355Dynamic Due Dates 358Labor-Limited Systems 360Group Scheduling and Transfer Batches 362

Concluding Principles 364APICS/CPIM Certification Questions 365

CHAPTER 13 Just-in-Time 367JIT in Manufacturing Planning and Control 367

Major Elements ofJust-in- Time 368JIT's Impact on Manufacturing Planning and Control 370The Hidden Factory 371JIT Building Blocks in MPC 372

A JIT Example 374Leveling the Production 376Pull System Introduction 379Product Design 380Process Design 382Bill of Materials Implications 384

JIT Applications 385Single-Card Kanban 385Toyota 386

Nonrepetitive JIT 389A Service-Enhanced View of Manufacturing 389

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Flexible Systems 390Simplified Systems and Routine Execution 390

Joint-Firm JlT 391The Basics 391Tightly Coupled JIT Supply 392Less Tightly Coupled JIT Supply 393JIT Coordination through Hubs 393Lessons 394

JIT Software 394The MRP-JIT Separation 395JIT Planning and Execution 395

Managerial Implications 396Information System Implications 396Manufacturing Planning and Control 396Scorekeeping 397Pros and Cons 398

Concluding Principles 398APICS/CPIM Certification Questions 399

CHAPTER 14 Distribution Requirements Planning 403Distribution Requirements Planning in the Supply Chain 403

DRP and the MPC System Linkages 404DRP and the Marketplace 406DRP and Demand Management 407DRP and Master Production Scheduling 409

DRP Techniques 409The Basic DRP Record 410Time-Phased Order Point (TPOP) 412Linking Several Warehouse Records 413Managing Day- to- Day Variations from Plan 416Safety Stock in DRP 419

Management Issues with DRP 422Data Integrity and Completeness 422Organizational Support 423Problem Solving 425

Concluding Principles 428APICS/CPIM Certification Questions 428Case Study: Abbott Laboratories 433

CHAPTER 15 Management of Supply Chain Logistics 441A Framework for Supply Chain Logistics 441

The Breadth of Supply Chain Logistics 442The Total Cost Concept 443Design, Operation, and Control Decisions 444

Supply Chain Logistical Elements 445Transportation 445Warehouses 447Inventory 448

Warehouse Replenishment Systems 451ROP/EOQ Systems 451Base Stock Systems 452Distribution Requirements Planning 454

Warehouse Location Analysis 454Simulation 455Heuristic Procedures 456Programming Procedures 456

Vehicle Scheduling Analysis 458

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Traveling Salesman Problem 458Solution Methodologies 459

Customer Service Measurement 461Make-to-Stock Companies 461Make-to-Order Companies 462

Concluding Principles 463APICS/CPIM Certification Questions 464

CHAPTER 16 Order Point Inventory Control Methods 469Basic Concepts 470

Independent- versus Dependent-Demand Items 470Functions of Inventory 471

Management Issues 472Routine Inventory Decisions 472Determining Inventory System Performance 473Implementing Changes in Managing Inventory 474

Inventory-Related Costs 474Order Preparation Costs 475Inventory Carrying Costs 475Shortage and Customer Service Costs 476Incremental Inventory Costs 476An Example Cost Trade-Off 477

Economic Order Quantity Model. 478Determining the EOQ 479

Order Timing Decisions 481Using Safety Stock for Uncertainty 481The Introduction of Safety Stock 482Continuous Distributions 485Probability of Stocking Out Criterion 485Customer Service Criterion 487Time Period Correction Factor 489Forecast Error Distribution 490

Multi-Item Management 491Concluding Principles 492APICS/CPIM Certification Questions 493

CHAPTER 17 Strategy and MPC System Design 497MPC Design Options 497

Master Production Scheduling Options 498Detailed Material Planning Options 500Shop- Floor System Options 501

Choosing the Options 503Market Requirements 504The Manufacturing Task 505Manufacturing Process Design 505MPC System Design 506

The Choices in Practice 511Moog Inc., Space Products Division 512Kawasaki U.S.A. 514Applicon 516

Integrating MRP and JIT 519The Need to Integrate 519Physical Changes That Support Integration 520Some Techniques for Integrating MRP and JIT 520

Extending MPC Integration to Customers and Suppliers 521Concluding Principles 522APICS/CPIM Certification Questions 522

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APPENDIX A Answers to APICS/CPIM Certification Questions 525

APPENDIX B Areas of the Standard Normal Distribution 529

INDEX 531

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Making Sustainability WorkMarc J. Epstein

ISBN: 9781576754863Table of Contents

List of cases, figures, and tables 8Foreword John Elkington, SustainAbility 11Foreword Herman B. "Dutch" Leonard, Harvard Business School 13Preface 15

19

Why it's important? 21Managing corporate sustainability 23The Corporate Sustainability Model 25Background to this book 26Making sustainability work 29And finally 32

CHAPTER 1 A new framework for implementing corporate sustainability 33What is sustainability? 36Identify your stakeholders 41Be accountable 43Corporate Sustainability Model 45Summary 57

CHAPTER 2 Leadership and strategy for corporate sustainability 58Board commitment to sustainability 59CEO commitment to sustainability 60Leadership and global climate change 62Developing a corporate sustainability strategy 64Thinking globally 67The role of corporate mission statement 71Voluntary standards and codes of conduct 73Working with government regulations 79Social investors and sustainability indices 81Summary 84

CHAPTER 3 Organizing for Sustainability 85The challenge for global corporations 85Involve the whole organization 90Information flow and a seat of the table 93Outsourcing 95Philanthropy and collaboration wit NGOs 97Summary 102

CHAPTER 4 Costing, capital investments, and the integration of social risk 103The capital investment decision process 103Capital budgeting in medium and small enterprises 107Costs in the decision-making process 108Costing systems 110Risk assessment 113Summary 123

Introduction: Improving social and financial performance in global corporations

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CHAPTER 5 Performance evaluation and reward systems 125Performance evaluation systems 126Incentives and rewards 132Strategic performance measurement systems 137Shareholder value analysis 140Summary 142

CHAPTER 6 143

The concept of value 145Methodologies for measuring social and environmental impacts 148Methodologies for measuring social and environmental risks 156Summary 162

CHAPTER 7 163

Mapping the actions that drive performance 164Sustainability performance metrics 166Engage with your stakeholders 178Measuring reputation 180Measuring risk 183Measuring social and environmental impacts 190Summary 196

CHAPTER 8 198

Organizational learning: the new battleground? 199Improving sustainability performance 203Reducing social and environmental impact 208Involve the supply chain 213Internal reporting 217Summary 222

CHAPTER 9 External sustainability reporting and verification 223Global Reporting Initiative 224Let everyone know how you're doing 226External disclosure of sustainability measures 232Verifying sustainability performance and reporting 236Internal sustainability audits 237External sustainability audits 240Summary 247

CHAPTER 10 The benefits of sustainability for corporations and society 249Making sustainability work 250Use the Corporate Sustainability Model to improve performance 255Create opportunities for innovation 257A last word 260

Endnotes 262Bibliography 270Index 282

The foundations for measuring social, environmental, and economic impacts

Implementing a social, environmental, and economic impact measurement system

Improving corporate processes, products, and projects for corporate sustainability

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Project ManagementHarold Kerzner

ISBN: 9780470278703Table of Contents

Preface xvi

CHAPTER 1 OVERVIEW 1

1.0 Introduction 1

1.1 Understanding Project Management 2

1.2 Defining Project Success 7

1.3 The Project Manager-Line Manager Interface 8

1.4 Defining the Project Manager’s Role 12

1.5 Defining the Functional Manager’s Role 14

1.6 Defining the Functional Employee’s Role 17

1.7 Defining the Executive’s Role 17

1.8 Working with Executives 18

1.9 The Project Manager as the Planning Agent 19

1.10 Project Champions 20

1.11 The Downside of Project Management 21

1.12 Project-Driven versus Non-Project-Driven Organizations 22

1.13 Marketing in the Project-Driven Organization 24

1.14 Classification of Projects 26

1.15 Location of the Project Manager 27

1.16 Differing Views of Project Management 29

1.17 Concurrent Engineering: A Project Management Approach 30

1.18 Studying Tips for the PMI® Project Management Certification Exam 30

Problems 33

Case Study

Williams Machine Tool Company 35

CHAPTER 2 PROJECT MANAGEMENT GROWTH: CONCEPTS AND DEFINITIONS 37

2.0 Introduction 37

2.1 General Systems Management 38

2.2 Project Management: 1945-1960 38

2.3 Project Management: 1960-1985 39

2.4 Project Management: 1985-2009 45

2.5 Resistance to Change 50

2.6 Systems, Programs, and Projects: A Definition 54

2.7 Product versus Project Management: A Definition 57

2.8 Maturity and Excellence: A Definition 58

2.9 Informal Project Management: A Definition 59

2.10 The Many Faces of Success 60

2.11 The Many Faces of Failure 63

2.12 The Stage-Gate Process 66

2.13 Project Life Cycles 68

2.14 Gate Review Meetings (Project Closure) 74

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2.15 Project Management Methodologies: A Definition 74

2.16 Organizational Change Management and Corporate Cultures 76

2.17 Project Management Intellectual Property 81

2.18 Systems Thinking 82

2.19 Studying Tips for the PMI® Project Management Certification Exam 85

Problems 88

CHAPTER 3 ORGANIZATIONAL STRUCTURES 91

3.0 Introduction 91

3.1 Organizational Work Flow 94

3.2 Traditional (Classical) Organization 95

3.3 Developing Work Integration Positions 98

3.4 Line-Staff Organization (Project Coordinator) 102

3.5 Pure Product (Projectized) Organization 103

3.6 Matrix Organizational Form 106

3.7 Modification of Matrix Structures 113

3.8 The Strong, Weak, Balanced Matrix 117

3.9 Center for Project Management Expertise 117

3.10 Matrix Layering 118

3.11 Selecting the Organizational Form 119

3.12 Structuring the Small Company 125

3.13 Strategic Business Unit (SBU) Project Management 128

3.14 Transitional Management 129

3.15 Studying Tips for the PMI® Project Management Certification Exam 131

Problems 133

Case Study

Jones and Shephard Accountants, Inc 138

CHAPTER 4 ORGANIZING AND STAFFING THE PROJECT OFFICE AND TEAM 141

4.0 Introduction 141

4.1 The Staffing Environment 142

4.2 Selecting the Project Manager: An Executive Decision 144

4.3 Skill Requirements for Project and Program Managers 148

4.4 Special Cases in Project Manager Selection 154

4.5 Selecting the Wrong Project Manager 154

4.6 Next Generation Project Managers 158

4.7 Duties and Job Descriptions 159

4.8 The Organizational Staffing Process 163

4.9 The Project Office 169

4.10 The Functional Team 174

4.11 The Project Organizational Chart 175

4.12 Special Problems 178

4.13 Selecting the Project Management Implementation Team 180

4.14 Studying Tips for the PMI® Project Management Certification Exam 183

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Problems 185

CHAPTER 5 MANAGEMENT FUNCTIONS 191

5.0 Introduction 191

5.1 Controlling 193

5.2 Directing 193

5.3 Project Authority 198

5.4 Interpersonal Influences 206

5.5 Barriers to Project Team Development 209

5.6 Suggestions for Handling the Newly Formed Team 212

5.7 Team Building as an Ongoing Process 216

5.8 Dysfunctions of a Team 217

5.9 Leadership in a Project Environment 220

5.10 Life-Cycle Leadership 221

5.11 Organizational Impact 225

5.12 Employee-Manager Problems 227

5.13 Management Pitfalls 230

5.14 Communications 233

5.15 Project Review Meetings 242

5.16 Project Management Bottlenecks 243

5.17 Communication Traps 244

5.18 Proverbs and Laws 245

5.19 Human Behavior Education 248

5.20 Management Policies and Procedures 249

5.21 Studying Tips for the PMI® Project Management Certification Exam 249

Problems 254

Case Studies

The Trophy Project 264

Leadership Effectiveness (A) 266

Leadership Effectiveness (B) 271

Motivational Questionnaire 277

CHAPTER 6 MANAGEMENT OF YOUR TIME AND STRESS 285

6.0 Introduction 285

6.1 Understanding Time Management 286

6.2 Time Robbers 286

6.3 Time Management Forms 288

6.4 Effective Time Management 289

6.5 Stress and Burnout 290

6.6 Studying Tips for the PMI® Project Management Certification Exam 292

Problems 293

Case Study

The Reluctant Workers 294

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CHAPTER 7 CONFLICTS 295

7.0 Introduction 295

7.1 Objectives 2967.2 The Conflict Environment 297

7.3 Conflict Resolution 300

7.4 Understanding Superior, Subordinate, and Functional Conflicts 301

7.5 The Management of Conflicts 303

7.6 Conflict Resolution Modes 304

7.7 Studying Tips for the PMI® Project Management Certification Exam 306

Problems 308

Case Studies

Facilities Scheduling at Mayer Manufacturing 311

Telestar International 312

Handling Conflict in Project Management 313

CHAPTER 8 SPECIAL TOPICS 319

8.0 Introduction 319

8.1 Performance Measurement 320

8.2 Financial Compensation and Rewards 327

8.3 Critical issues with rewarding project teams 333

8.4 Effective Project Management in the Small Business Organization 336

8.5 Mega Projects 338

8.6 Morality, Ethics, and the Corporate Culture 339

8.7 Professional Responsibilities 342

8.8 Internal Partnerships 345

8.9 External Partnerships 346

8.10 Training and Education 348

8.11 Integrated Product/Project Teams 350

8.12 Virtual Project Teams 352

8.13 Breakthrough Projects 354

8.14 Studying Tips for the PMI® Project Management Certification Exam 355

Problems 361

CHAPTER 9 THE VARIABLES FOR SUCCESS 365

9.0 Introduction 365

9.1 Predicting Project Success 366

9.2 Project Management Effectiveness 370

9.3 Expectations 371

9.4 Lessons Learned 372

9.5 Understanding Best Practices 373

9.6 Studying Tips for the PMI® Project Management Certification Exam 380

Problems 381

CHAPTER 10 WORKING WITH EXECUTIVES 383

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10.0 Introduction 383

10.1 The Project Sponsor 384

10.2 Handling Disagreements with the Sponsor 393

10.3 The Collective Belief 39410.4 The Exit Champion 395

10.5 The In-House Representatives 396

10.6 Studying Tips for the PMI® Project Management Certification Exam 397

Problems 398

Case Study

Corwin Corporation 401

CHAPTER 11 PLANNING 411

11.0 Introduction 411

11.1 Validating the Assumptions 414

11.2 General Planning 415

11.3 Life-Cycle Phases 418

11.4 Proposal Preparation 421

11.5 Kickoff Meetings 421

11.6 Understanding Participants’ Roles 424

11.7 Project Planning 424

11.8 The Statement of Work 426

11.9 Project Specifications 431

11.10 Milestone Schedules 433

11.11 Work Breakdown Structure 434

11.12 WBS Decomposition Problems 440

11.13 Role of the Executive in Project Selection 444

11.14 Role of the Executive in Planning 449

11.15 The Planning Cycle 449

11.16 Work Planning Authorization 450

11.17 Why Do Plans Fail? 451

11.18 Stopping Projects 452

11.19 Handling Project Phaseouts and Transfers 453

11.20 Detailed Schedules and Charts 454

11.21 Master Production Scheduling 457

11.22 Project Plan 459

11.23 Total Project Planning 464

11.24 The Project Charter 468

11.25 Management Control 469

11.26 The Project Manager-Line Manager Interface 472

11.27 Fast-Tracking 474

11.28 Configuration Management 475

11.29 Enter price project Management Methodologies 476

11.30 Project Audits 479

11.31 Studying Tips for the PMI® Project Management Certification Exam 480

Problems 483

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CHAPTER 12 NETWORK SCHEDULING TECHNIQUES 493

12.0 Introduction 493

12.1 Network Fundamentals 495

12.2 Graphical Evaluation and Review Technique (GERT) 500

12.3 Dependencies 501

12.4 Slack Time 502

12.5 Network Replanning 508

12.6 Estimating Activity Time 512

12.7 Estimating Total Project Time 513

12.8 Total PERT/CPM Planning 514

12.9 Crash Times 516

12.10 PERT/CPM Problem Areas 519

12.11 Alternative PERT/CPM Models 522

12.12 Precedence Networks 523

12.13 Lag 526

12.14 Scheduling Problems 528

12.15 The Myths of Schedule Compression 528

12.16 Understanding Project Management Software 530

12.17 Software Features Offered 530

12.18 Software Classification 532

12.19 Implementation Problems 533

12.20 Critical Chain 534

12.21 Studying Tips for the PMI® Project Management Certification Exam 536

Problems 539

Case Study

Crosby Manufacturing Corporation 552

CHAPTER 13 PROJECT GRAPHICS 555

13.0 Introduction 555

13.1 Customer Reporting 556

13.2 Bar (Gantt) Chart 557

13.3 Other Conventional Presentation Techniques 564

13.4 Logic Diagrams/Networks 567

13.5 Studying Tips for the PMI® Project Management Certification Exam 568

Problems 569

CHAPTER 14 PRICING AND ESTIMATING 571

14.0 Introduction 571

14.1 Global Pricing Strategies 572

14.2 Types of Estimates 573

14.3 Pricing Process 576

14.4 Organizational Input Requirements 578

14.5 Labor Distributions 580

14.6 Overhead Rates 584

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14.7 Materials/Support Costs 586

14.8 Pricing Out the Work 589

14.9 Smoothing Out Department Man-Hours 590

14.10 The Pricing Review Procedure 592

14.11 Systems Pricing 594

14.12 Developing the Supporting/Backup Costs 595

14.13 The Low-Bidder Dilemma 599

14.14 Special Problems 599

14.15 Estimating Pitfalls 600

14.16 Estimating High-Risk Projects 601

14.17 Project Risks 602

14.18 The Disaster of Applying the 10 Percent Solution to Project Estimates 605

14.19 Life-Cycle Costing (LCC) 606

14.20 Logistics Support 613

14.21 Economic Project Selection Criteria: Capital Budgeting 614

14.22 Payback Period 614

14.23 The Time Value of Money 615

14.24 Net Present Value (NPV) 616

14.25 Internal Rate of Return (IRR) 617

14.26 Comparing IRR, NPV, and Payback 618

14.27 Risk Analysis 618

14.28 Capital Rationing 619

14.29 Project Financing 620

14.30 Studying Tips for the PMI® Project Management Certification Exam 622

Problems 624

CHAPTER 15 COST CONTROL 629

15.0 Introduction 629

15.1 Understanding Control 633

15.2 The Operating Cycle 636

15.3 Cost Account Codes 637

15.4 Budgets 644

15.5 The Earned Value Measurement System (EVMS) 645

15.6 Variance and Earned Value 647

15.7 The Cost Baseline 666

15.8 Justifying the Costs 668

15.9 The Cost Overrun Dilemma 671

15.10 Recording Material Costs Using Earned Value Measurement 672

15.11 The Material Accounting Criterion 675

15.12 Material Variances: Price and Usage 676

15.13 Summary Variances 677

15.14 Status Reporting 678

15.15 Cost Control Problems 685

15.16 Studying Tips for the PMI® Project Management Certification Exam 686

Problems 689

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Case Studies

The Bathtub Period 708

Franklin Electronics 709

Trouble in Paradise 711

CHAPTER 16 TRADE-OFF ANALYSIS IN A PROJECT ENVIRONMENT 715

16.0 Introduction 715

16.1 Methodology for Trade-off Analysis 718

16.2 Contracts: Their Influence on Projects 735

16.3 Industry Trade-off Preferences 736

16.4 Conclusion 739

16.5 Studying Tips for the PMI® Project Management Certification Exam 739

CHAPTER 17 RISK MANAGEMENT 741

17.0 Introduction 741

17.1 Definition of Risk 743

17.2 Tolerance for Risk 745

17.3 Definition of Risk Management 746

17.4 Certainty, Risk, and Uncertainty 747

17.5 Risk Management Process 753

17.6 Plan Risk Management 753

17.7 Risk Identification 755

17.8 Risk Analysis 761

17.9 Qualitative Risk Analysis 766

17.10 Quantitative Risk Analysis 771

17.11 Probability Distributions and The Monte Carlo Process 772

17.12 Plan Risk Response 782

17.13 Monitoring and Control Risks 788

17.14 Some Implementation Considerations 788

17.15 The Use of Lessons Learned 790

17.16 Dependencies between Risks 793

17.17 The Impact of Risk Handling Measures 798

17.18 Risk and Concurrent Engineering 801

17.19 Studying Tips for the PMI® Project Management Certification Exam 804

Problems 808

Case Studies

Teloxy Engineering (A) 815

Teloxy Engineering (B) 815

CHAPTER 18 LEARNING CURVES 817

18.0 Introduction 817

18.1 General Theory 818

18.2 The Learning Curve Concept 818

18.3 Graphic Representation 820

18.4 Key Words Associated with Learning Curves 822

18.5 The Cumulative Average Curve 822

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18.6 Sources of Experience 824

18.7 Developing Slope Measures 827

18.8 Unit Costs and Use of Midpoints 828

18.9 Selection of Learning Curves 829

18.10 Follow-on Orders 830

18.11 Manufacturing Breaks 830

18.12 Learning Curve Limitations 832

18.13 Prices and Experience 832

18.14 Competitive Weapon 835

18.15 Studying Tips for the PMI® Project Management Certification Exam 835

Problems 836

CHAPTER 19 CONTRACT MANAGEMENT 839

19.0 Introduction 839

19.1 Procurement 840

19.2 Plan Procurement 842

19.3 Conducting the Procurements 845

19.4 Conduct Procurements Request Seller Responses 847

19.5 Conduct Procurements Select Sellers 847

19.6 Types of Contracts 851

19.7 Incentive Contracts 855

19.8 Contract Type versus Risk 858

19.9 Contract Administration Cycle 859

19.10 Contract Closure 862

19.11 Using a Checklist 863

19.12 Proposal-Contractual Interaction 864

19.13 Summary 867

19.14 Studying Tips for the PMI® Project Management Certification Exam 868

CHAPTER 20 QUALITY MANAGEMENT 873

20.0 Introduction 874

20.1 Definition of Quality 875

20.2 The Quality Movement 877

20.3 Comparison of the Quality Pioneers 880

20.4 The Taguchi Approach 881

20.5 The Malcolm Baldrige National Quality Award 884

20.6 ISO 9000 885

20.7 Quality Management Concepts 887

20.8 The Cost of Quality 890

20.9 The Seven Quality Control Tools 893

20.10 Process Capability (CP) 910

20.11 Acceptance Sampling 912

20.12 Implementing six sigma 912

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APICS Strategic Management of Resources References Sourcebook

ISBN: 9780558374648Table of Contents

Part I

Chapter I – 1 Operations and Processes

Chapter I – 2 Operations Strategy

Chapter I – 3 Supply Network Design

Chapter I – 4 Process Design 1 – Positioning

Chapter I – 5 Process Design 2 – Analysis

Chapter I – 6 Product and Services Design Processes

Chapter I – 7 Supply Chain Management

Chapter I – 8 Capacity Management

Chapter I – 9 Inventory Management

Chapter I – 10 Resource Planning and Control

Chapter I – 11 Lean Synchronization

Chapter I – 12 Quality Management

Chapter I – 13 Improvement

Chapter I – 14 Risk and Resilience

Chapter I – 15 Project Management

Part II

Strategic Management of Resources Committee of the APICS Curricula and Certification Committee

All chapters are taken from Slack, N., Chambers, S., Johnston, R. and A. Betts, Operations and Process Management, 2nd edition, Prentice Hall, 2008 (please note, the number after “Chapter I” refers to the chapter number in Operations and Process Management)

All chapters are taken from Charles T. and Harrison, Walter T., Financial & Managerial Accounting, 2nd edition, Prentice Hall, 2008 (please note, the number after “Chapter II” refers to the chapter number in Financial & Managerial Accounting)

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APICS Strategic Management of Resources References Sourcebook

ISBN: 9780558374648Table of Contents

3

35

67

107

137

181

211

247

279

311

349

385

425

465

497

Strategic Management of Resources Committee of the APICS Curricula and Certification

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The Lean ToolboxJohn Bicheno and Matthias Holweg

ISBN: 9780954124458Table of Contents

Chapter 1 THE FOURTH EDITION OF THE LEAN TOOLBOX 1 1.1 Going Back 1 1.2 Lean, Sustainability and Change 2 1.3 Lean Evolution 2

Chapter 2 PHILOSOPHY 4 2.1 Lean Seeks the 'Ideal Way' 4 2.2 Lean is not tools - or even a set of integrated tools! 4 2.3 Muda, Muri, and Mura 5 2.4 A Formula for 'Lean' 7 2.5 Lean is 'System' 8 2.6 Lean is Continuous Learning 9 2.7 Lean is both Revolution and Evolution 10 2.8 Lean is 'Distributed Decisions' 10 2.9 Two Analogies and the 'F's: The Orchestra and Fitness 10 2.10 The Five Lean Principles 12 2.11 The 25 Characteristics of Lean 13 2.12 The Toyota Way 16 2.13 The Lean Enterprise House 17

Chapter 3 VALUE AND WASTE 18

3.1 Value 18 3.2 Value and TRIZ 19 3.3 Muda and the 7 Wastes 20 3.4 'Type 1' and 'Type 2' Muda, Elimination and Prevention 20 3.5 Value Added, Non Value Added (Necessary and Avoidable) 21 3.6 Ohno's 7 Wastes 21 3.7 The New Wastes 24 3.8 Gemba and 'Learning to See' 27 3.9 Time-Based Competition 28

Chapter 4 LEAN TRANSFORMATION FRAMEWORKS 32 4.1 The House of Lean 32 4.2 The Flow Framework 32 4.3 The Hierarchical Transformation Framework 36 4.4 General Approaches to Lean Implementation 43 4.5 The Failure Modes of Lean Implementations 44 4.6 The Wiremold Case 48 4.7 A Warning on Lean Improvement 48

Chapter 5 STRATEGY, PLANNING, DEPLOYMENT 49 5.1 Operations Strategy 49 5.2 Tying in Operations Strategy With Lean 50 5.3 Understanding the Process: the Product-Process Matrix 50 5.4 Understanding the Customer 51 5.5 Value Stream Economics: What to Make Where 56 5.6 The Essential Paretos 58 5.7 Formulating an Operations Strategy 61 5.8 Policy Deployment / Hoshin Kanri 63

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Chapter 6 PREPARING FOR FLOW 68 6.1 Demand Management 68 6.2 Total Productive Maintenance (TPM) 70 6.3 Takt Time and Pitch Time 76 6.4 Activity Timing and Work Elements 77 6.5 SS 78 6.6 Visual Management 82 6.7 Standard Work, Standard Operating Procedures, and Job Breakdown Analysis 84 6.8 Changeover Reduction (SMED) 89 6.9 Small Machines, Avoiding Monuments and Thinking Small 92

Chapter 7 MAPPING, ASSESSMENTS AND ANALYSIS 94 7.1 The Value Stream Implementation Cycle 94 7.2 Stages of Mapping 96 7.3 Mapping and Implementation 99 7.4 Types of Mapping 101 7.5 Lean Assessments and Principles 117

Chapter 8 LAYOUT AND CELL DESIGN 121 8.1 Layout, Cell and Line Design, Lean Plant Layout 121 8.2 Major Types of Layout: the Product Process Matrix 121 8.3 General Layout: Good and Not so Good at the Factory Level 122 8.4 Material Handing: Good and Not so Good at the Factory Level 123 8.5 Cells 123 8.6 Cell Balancing 128 8.7 Chaku-Chaku Cell or Line 133 8.8 Virtual Cells 133 8.9 Moving Lines and Pulse Lines 134 8.10 Ergonomics 135

Chapter 9 SCHEDULING 137 9.1 The Level Schedule 138 9.2 Constructing a Lean Scheduling System: Eight Building Blocks 139 9.3 The Eleven Scheduling Concepts 142

Chapter 10 THEORY OF CONSTRAINTS AND FACTORY PHYSICS 163

10.1 A Drum Buffer Rope Illustration 163 10.2 Dependent Events and Statistical Fluctuations 164 10.3 Constraints, Bottlenecks and Non-Bottleneck Resources: the Synchronous Rules 165 10.4 The Laws of Factory Physics 166 10.5 Conflicts Between Lean Thinking and MRP Thinking? 167 10.6 The Theory of Constraints Improvement Cycle 169

Chapter 11 QUALITY 171

11.1 A Framework for Lean Quality 171 11.2 Complexity 172 11.3 Variation 173 11.4 Mistakes 173 11.5 Six Sigma 174 11.6 How to Calculate the Sigma Level of a Process 176 11.7 Integrating Lean and Six Sigma 177 11.8 Mistake-Proofing (Pokayoke) 179

Chapter 12 IMPROVEMENT 182 12.1 Improvement Cycles: PDCA, DMAIC, 8D, IDEA, and TWI 182 12.2 'Five Whys', Root Causes and Six Honest Serving Men 185

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12.3 Organising for Improvement 186 12.4 Continuous Improvement Approaches 189 12.5 Kaizen 192 12.6 Mess Management 199 12.7 A3 Problem Solving and Reports 199 12.8 Communications Board 201

Chapter 13 MANAGING CHANGE 203 13.1 People and Change in Lean 203 13.2 What is the 'Social System'? 203 13.3 Models for Change Management 204 13.4 Creating the Lean Culture 210 13.5 Training within Industry (TWI) 212 13.6 The Adoption Curve and Key People 215

Chapter 14 SUSTAINABILITY-MAKING CHANGE STICK 218 14.1 Process (and System) Sustainability 218 14.2 Staff Sustainability 220

Chapter 15 NEW PRODUCT DEVELOPMENT AND INTRODUCTION 224 15.1 Four Objectives and Six Trade-offs 225 15.2 Wastes in New Product Development 226 15.3 Toyota's Approach to Product Development 227 15.4 Cost 230 15.5 Speed and Levelling: Critical Chain & Lean Project Management 237 15.6 Quality 238 15.7 Additional Tools for Lean Product Development 244

Chapter 16 CREATING THE LEAN SUPPLY CHAIN 247 16.1 What is Supply Chain Management? 247 16.2 Dynamic Distortions 249 16.3 Managing Supplier Relations 252 16.4 Supply Chain Collaboration 257 16.5 Lean Logistics 259 16.6 Order Fulfilment and Product Customisation 260 16.7 Creating High-Performance Supply Chains 264

Chapter 17 ACCOUNTING AND MEASUREMENT 265 17.1 Lean Accounting 265 17.2 Performance Measures 269 17.3 The Basic Lean Measures 272 17.4 Target Costing, Kaizen Costing and Cost Down 275

Chapter 18 LEAN - HOW IT ALL CAME ABOUT 278

18.1 Lean before Toyota 278 18.2 Toyota: the Birthplace of Lean 279 18.3 Why do we call it 'Lean'? 280

Chapter 19 FURTHER RESOURCES - WHERE TO GET HELP 283 19.1 Companion Volumes 283 19.2 Research Centres, Research Programmes and Web Resources 283 19.3 Articles, Books and Videos 283 19.4 Certification 284

INDEX 285