View source for MTE:CeoToolkit:Strategy,Operations,Finance,Hr,LegalAspects,IpLawAndInnovations


= CEO Toolkit: Strategy, Operations, Finance, HR, Legal Aspects, IP Law and Innovations =
* '''Course name''': CEO Toolkit: Strategy, Operations, Finance, HR, Legal Aspects, IP Law and Innovations
* '''Code discipline''': Subject area: Technology Entrepreneurship
* '''Subject area''': T; e; c; h; n; o; l; o; g; y;  ; E; n; t; r; e; p; r; e; n; e; u; r; s; h; i; p

== Short Description ==
 and prerequisites

== Prerequisites ==

=== Prerequisite subjects ===
* HSS321

=== Prerequisite topics ===
* Corporate legal support, taxation
* History of management
* Strategic management
* Operational management
* Financial planning
* Marketing-management
* Team building and HR
* Innovations
* Intellectual property

== Course Topics ==
{| class="wikitable"
|+ Course Sections and Topics
|-
! Section !! Topics within the section
|-
| Corporate legal support, taxation || 
# Legal entity types and differences
# Fundamentals of taxation for small businesses in Russia
# Possibilities of international jurisdictions
# Legal support of transactions with a client: competent document management
|-
| Introduction to management and marketing as a sphere of knowledge, skills and art || 
# What is management and its functions
# History of management and marketing as a practical knowledge and science
|-
| Strategic management || 
# Organisation types
# Life-cycle of an organization
# Strategic management concepts and frameworks
# Strategic planning
# Strategic management as a function of management
|-
| Operational management || 
# Leader types and management styles
# Stages of development of the organization
# Differences between a startup model and a small business
# Choice of operational strategy
# Value Management
# Project management
# Operational planning
# Operational control and optimization of business processes
# Communications in operational management
|-
| Financial management and planning || 
# Financial accounting, management and planning, accounting tools
# Required financial statements for a startup: cash flow statement, income statement, balance sheet
# Cross-border financial management
# Basic metrics of the unit economy of a startup
|-
| Marketing management || 
# Basic concepts of marketing
# Marketing functions and its place in organization management
# Marketing mix
# Marketing strategy 
|-
| HR, Team building and hiring || 
# Authority and leadership
# Organizational culture
# Group dynamics and organizational changes
# An effective team as an element of operational management
# Leadership and management skills, as well as control methods
# Recruiting, motivating and retaining the project team
# Human resources, human capital and human potential in IT-startups (trends, features, CEO-vision)
# Recruitment and assessment for IT-startups (how CEO can do it himself/herself or check the process of his HR-specialist/partner agency)
# Interview with a candidate: from preparation to evaluation
# Career modeling in IT-startups: career tracks, educational tracks, corporate training. 
# Corporate culture 
# Organization of remote/online job process for the team
# HR lifehacks for CEO: from “how to hire” to “how to fire”
# Creation of a positive HR-brand
|-
| Innovations || 
# Innovation management
# Managing complex innovation
# Innovation management typologies
# Entrepreneurship in innovation management
|-
| Intellectual property || 
# How to protect IP objects in the field of IT
# How to manage an IP portfolio
# How to assess risks
# Interaction with government agencies: Rospatent, FAS and international agencies
# How to monetize IP
|} 
== Intended Learning Outcomes (ILOs) ==

=== What is the main purpose of this course? ===
The main purpose of this course is to provide the formation and development of the knowledge, skills and abilities necessary for the successful operation of the managing director of a technology company.

=== ILOs defined at three levels ===

==== Level 1: What concepts should a student know/remember/explain? ====
By the end of the course, the students should be able to ...
* Basic concepts of marketing
* Innovation management
* Leader types and management styles;
* Stages of development of the organization;
* Differences between a startup model and a small business;
* Choice of operational strategy;
* Value Management;
* Operational planning;
* Project management;
* An effective team as an element of operational management;
* Operational control and optimization of business processes;
* Fundamentals of financial planning, reports and unit economics of a startup;
* Legal support for the activities of small and medium-sized enterprises;
* The value of intellectual property for a startup, as well as methods for protecting it.

==== Level 2: What basic practical skills should a student be able to perform? ====
By the end of the course, the students should be able to ...
* Build a value chain;
* Read and understand financial statements;
* Build a business process map;
* Choose the best management style for your company;
* Control operational processes;
* Understand basic concepts of marketing.

==== Level 3: What complex comprehensive skills should a student be able to apply in real-life scenarios? ====
By the end of the course, the students should be able to ...
* Strategic planning skills;
* Marketing management skills
* Financial planning and accounting skills;
* Understanding the legal and legal support of the company's activities;
* Skills to manage and protect the intellectual property of the company;
* Leadership and management skills, as well as control methods;
* Recruiting, motivating and retaining the project team;
* Implement innovation management skills. 
== Grading ==

=== Course grading range ===
{| class="wikitable"
|+ 
|-
! Grade !! Range !! Description of performance
|-
| A. Excellent || 85-100 || -
|-
| B. Good || 75-85 || -
|-
| C. Satisfactory || 60-74 || -
|-
| D. Fail || 0-59 || -
|}

=== Course activities and grading breakdown ===
{| class="wikitable"
|+ 
|-
! Activity Type !! Percentage of the overall course grade
|-
| Weekly student reports || 20
|-
| Business cases || 20
|-
| Labs || 20
|-
| Multiple Choice Testing || 20
|-
| Oral exam || 20
|}

=== Recommendations for students on how to succeed in the course ===
Work out lecture notes.<br>Work out the materials of seminars (practical) classes.<br>In case of difficulty, formulate questions to the teacher.<br>To prepare for the classes, it is recommended to use the presented sources in electronic formats and additional literature.<br>Students during the course work in teams and perform tasks jointly. Teams of 2 to 5 people are allowed. It is also possible to work with a team that is not part of the study group.

== Resources, literature and reference materials ==

=== Open access resources ===
* Peter F. Drucker (2011) The Practice of Management. Routledge 2 Park Square, Milton Park, Abingdon, Oxon OX14 4RN 711 Third Avenue, New York, NY 10017, USA.
* Philip Kotler, Kevin Lane Keller, Mairead Brady, Malcolm Goodman, Torben Hansen (2019)
* Iacocca, Lee A; Whitney, Catherine (2007), Scribner, New York:
* Tony Hsieh (2013) Delivering Happiness: A Path to Profits, Passion, and Purpose,
* Emotional Intelligence for Project Managers: The People Skills You Need to Achieve Outstanding Results, Paperback
* W. Chan Kim and Renée Mauborgne (2015), Blue Ocean Strategy, Harvard Business School Press
* Jason Fryde (2010), David Heinmeyer Hansson Rework: Business without prejudice Crown Business,
* Ichak Adizes (2014) Managing Corporate Lifecycles (Pb): How Organizations Grow, Age And Die, Embassy Books
* Goldratt's Theory of Constraints: A Systems Approach to Continuous Improvement, Asq Pr; 1st Edition (March 13, 1997)
* Management
* http://www.gidromet.edu.kh.ua/Files/downloads/%D0%9E%D1%81%D0%BD%D0%BE%D0%B2%D1%8B%20%D0%BC%D0%B5%D0%BD%D0%B5%D0%B4%D0%B6%D0%BC%D0%B5%D0%BD%D1%82%D0%B0.%20%D0%9C%D0%B5%D1%81%D0%BA%D0%BE%D0%BD%D0%9C.,%20%D0%90%D0%BB%D1%8C%D0%B1%D0%B5%D1%80%D1%82%20%D0%9C.,%20%D0%A5%D0%B5%D0%B4%D0%BE%D1%83%D1%80%D0%B8%20%D0%A4.,1997-704%20%D1%81%D1%82%D1%80.pdf

=== Closed access resources ===
* Bass, BM, Bass, R (2008) The Bass Handbook of Leadership: Theory, Research, and Application. New York: Simon & Schuster.
* Naumov, S. A. (2017). Managing Operational Capabilities in Startup Companies. (n.p.): Massachusetts Institute of Technology, Sloan School of Management.
* Bhimani, A. (2017). Financial Management for Technology Start-Ups: A Handbook for Growth. Индия: Kogan Page.
* Interiano, L. (2021). Startup Recruitment Guide: Essential Tips For Hiring Employees To Your Business: Guide For Startup Hiring And Company Recruiting Companies. (n.p.): Independently Published.
* Kotter, JP (1990) Force for Change: How Leadership Differs from Management. New York: Simon & Schuster.
* Pearce, CL, Conger, JA (2003) Shared Leadership: Reframing the Hows and Whys of Leadership. Thousand Oaks, CA: SAGE.
* Tormey, P., Tormey, J. (2014). Startup Guide to Intellectual Property: Early Stage Protection of IP. Великобритания: CreateSpace Independent Publishing Platform.
* Brennan, K. (2018). Startup CFO: The Finance Handbook for Your Growing Business. Соединенные Штаты Америки: Amazon Digital Services LLC - KDP Print US.
* Tom DeMarco (1997) The Deadline: A Novel About Project Management

=== Software and tools used within the course ===
* MSTeams License,
* Moodle
* Office software 
= Teaching Methodology: Methods, techniques, & activities =

== Activities and Teaching Methods ==
{| class="wikitable"
|+ Teaching and Learning Methods within each section
|-
! Teaching Techniques !! Section 1 !! Section 2 !! Section 3 !! Section 4 !! Section 5 !! Section 6 !! Section 7 !! Section 8 !! Section 9
|-
| Problem-based learning (students learn by solving open-ended problems without a strictly-defined solution) || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Project-based learning (students work on a project) || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Differentiated learning (provide tasks and activities at several levels of difficulty to fit students needs and level) || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Contextual learning (activities and tasks are connected to the real world to make it easier for students to relate to them); || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Business game (learn by playing a game that incorporates the principles of the material covered within the course). || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| inquiry-based learning || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Just-in-time teaching || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Task-based learning || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|}
{| class="wikitable"
|+ Activities within each section
|-
! Learning Activities !! Section 1 !! Section 2 !! Section 3 !! Section 4 !! Section 5 !! Section 6 !! Section 7 !! Section 8 !! Section 9
|-
| Lectures || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Interactive Lectures || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Modeling || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Cases studies || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Individual Projects || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Group projects || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Quizzes (written or computer based) || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Peer Review || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Discussions || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Presentations by students || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Written reports || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Oral Reports || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1 || 1
|-
| Lab exercises || 0 || 1 || 1 || 1 || 0 || 0 || 1 || 1 || 1
|-
| Experiments || 0 || 1 || 1 || 1 || 0 || 0 || 1 || 1 || 1
|-
| Simulations and role-plays || 0 || 0 || 1 || 1 || 0 || 0 || 0 || 1 || 1
|} 
== Formative Assessment and Course Activities ==

=== Ongoing performance assessment ===

==== Section 1 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Legal entity types and differences<br>Fundamentals of taxation for small businesses in Russia<br>Possibilities of international jurisdictions<br>Legal support of transactions with a client: competent document management<br>Testing on forms of taxation for small businesses<br>Choosing an adequate legal form for a startup || 1
|} 
==== Section 2 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || What is management and its functions<br>History of management and marketing as a practical knowledge and science<br>Analyzing and application of management functions || 1
|} 
==== Section 3 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Organisation types<br>Life-cycle of an organization<br>Strategic management concepts and frameworks<br>Strategic planning<br>Strategic management as a function of management<br>Testing concepts and planning || 1
|} 
==== Section 4 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || How to turn operational tasks into an orderly and transparent process by implementing a system of metrics and continuous analysis?<br>How to manage quality and optimize costs?<br>How to build a system of effective company management and determine business growth points?<br>How to improve competitiveness?<br>How to set long-term goals and define metrics for them. You will be able to prioritize and plan short-term goals.<br>Business case on building a system of metrics and indicators, planning and goal setting for a start-up company. || 1
|} 
==== Section 5 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Financial modeling for a startup: practicing in practice, compiling a financial model of a company || 1
|} 
==== Section 6 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Business case on marketing mix<br>Analyzing marketing strategy of a startup<br> <br> || 1
|} 
==== Section 7 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Exchange of experience, discussion of specifics of hiring in the IT sector || 1
|} 
==== Section 8 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Implementation of innovations in management  || 1
|} 
==== Section 9 ====
{| class="wikitable"
|+ 
|-
! Activity Type !! Content !! Is Graded?
|-
| Weekly student reports
Business cases
Labs
Multiple Choice Testing || Business case on intellectual property protection methods (influence of competitors, conflicts and division of property in a team) || 1
|} 
=== Final assessment ===
'''Section 1'''
# What taxation system to choose for an IT startup in Russia
# DOS features for IT companies
# Income tax
# Privileges
# Features of the simplified tax system for the IT-Sphere
# Patent system
# Ways to legally save on taxes
'''Section 2'''
# What is management: definition and its functions
# History of management and marketing as a practical knowledge and science
# Analyzing and application of management functions
'''Section 3'''
# What are organization types?
# Life-cycle of an organization: characteristics
# Strategic planning of a company
# Testing concepts and planning
'''Section 4'''
# How to turn operational tasks into an orderly and transparent process by implementing a system of metrics and continuous analysis?
# How to manage quality and optimize costs?
# How to build a system of effective company management and determine business growth points?
# How to improve competitiveness?
# How to set long-term goals and define metrics for them. You will be able to prioritize and plan short-term goals.
'''Section 5'''
# How to analyze financial statements and foreign market
# How to calculate the unit-economy and determine the profitability of the company
'''Section 6'''
# What are basic concepts of marketing?
# How to create a marketing strategy?
'''Section 7'''
# How to define project goals, calculate the economy, manage people, deadlines and tasks
# How to create and manage teams, even if they work remotely.
# How to manage engagement and motivation.
'''Section 8'''
# What is innovation management?
# How to manage complex innovation?
# Innovation management typologies
# Innovation management in entrepreneurship
'''Section 9'''
# How to protect company innovations
# How to protect the company's intangible assets and keep products competitive.
# Features of registration of trademarks and protection of intellectual property rights
# How to interact with Rospatent and maintain your position in court.

=== The retake exam ===
'''Section 1'''
# What taxation system to choose for an IT startup in Russia
# DOS features for IT companies
# income tax
# Privileges
# Features of the simplified tax system for the IT-Sphere
# patent system
# Ways to legally save on taxes
'''Section 2'''
# What is management: definition and its functions
# History of management and marketing as a practical knowledge and science
# Analyzing and application of management functions
'''Section 3'''
# What are organization types?
# Life-cycle of an organization: characteristics
# Strategic planning of a company
# Testing concepts and planning
'''Section 4'''
# How to turn operational tasks into an orderly and transparent process by implementing a system of metrics and continuous analysis?
# How to manage quality and optimize costs?
# How to build a system of effective company management and determine business growth points?
# How to improve competitiveness?
# How to set long-term goals and define metrics for them. You will be able to prioritize and plan short-term goals.
'''Section 5'''
# How to analyze financial statements and foreign market
# How to calculate the unit-economy and determine the profitability of the company
'''Section 6'''
# What are basic concepts of marketing?
# How to create a marketing strategy?
'''Section 7'''
# How to define project goals, calculate the economy, manage people, deadlines and tasks
# How to create and manage teams, even if they work remotely.
# How to manage engagement and motivation.
'''Section 8'''
# What is innovation management?
# How to manage complex innovation?
# Innovation management typologies
# Innovation management in entrepreneurship
'''Section 9'''
# How to protect company innovations
# How to protect the company's intangible assets and keep products competitive.
# Features of registration of trademarks and protection of intellectual property rights
# How to interact with Rospatent and maintain your position in court.