Professional Documents
Culture Documents
Syllabu
us
Course Informattion
OPRE E 6373
Projeect Planning
Sprin
ng 2011
Profe essor Contacct Informatiion
Mr. Jaames Szot jimszot@uttdallas.edu ((Instructor of Record)
Dr. Suue Freedman n suefreedmaan@utdallas..edu
Dr. Toom Sheives tom.s@utdaallas.edu
Dr. Laaurie Ziegler ziegler@utd dallas.edu
Course Pre‐requ uisites, Co‐reequisites, an nd/or Otherr Restriction ns
OPRE E 6372 Projecct Initiation
Course Descriptiion
This ccourse coverrs the initial sstages of plannning a projeect includingg organizatio
onal and
interppersonal connsiderations, scope management, qua lity planningg, project team building,
dealinng with confllict, and negootiation.
Important note: L Learning from m the OB6301 module inccluded in seq quence with this course
shoulld be appliedd with learnin ng from this course in you ur preparation of coursee assignments.
Stude ent Learning g Objectivess/Outcomess
Studeents will demmonstrate thee ability to in nitiate and deefine projectss while beingg attentive to
o
the orrganizationaal environment. Students describe how w key elements of initial project
plannning are applied in their oorganization and proposee actions to improve the p project
manaagement proccess.
Requ uired Textbo ooks and Ma aterials
Textbbooks (purcha ased or down nloaded by stu udent):
Heldman, K. (2009). PM MP® Project Managemen t Professiona al Exam Studyy Guide, 5th
napolis: Wiley
ed. Indian y (Sybex). IS
SBN: 978‐0‐4 470‐45558‐6 6
Larson, E. and Gray, C. (2011). Projject Managem
ment: The M
Managerial Prrocess, 5th ed..
New Yorkk: McGraw‐Hiill/Irwin. ISBN 978‐0‐07 7‐742692‐7
R. J., Barry, B. and Saunders, D. M. (200
Lewicki, R 06). Essentiaals of Negotiaation, 4th ed.
New York k: McGraw‐Hiill/Irwin ISBBN 13‐978‐0 0073102764
Lewicki, R 06). Negotita
R. J., Barry, B. and Saunders, D. M. (200 ation: Readin
ngs, Exercise,
and Cases,, 5th ed. New York: McGraaw‐Hill/Irwin n ISBN 978‐0‐07‐29731 10‐5
OPRE6
6373.PJM Spring 2011 12/10/10 Pag
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Mantel, S. J. et al. (2011). Project M
Management iin Practice, 4
4th ed. Hoboken, NJ: John
Wiley & Soons. ISBN‐13 3: 978‐0470533017
Project Maanagement Institute. (2008). A Guide to the Projecct Managemeent Body of
Knowledge, 4th ed. New
wtown Squarre, PA: Projecct Managemeent Institute.. ISBN: 978‐‐
1‐933890‐51‐7 [down nload from PMMI Standardss]
Project Maanagement Institute. (2006). Practicee Standard foor Work Brea
akdown
Structuress, 2nd ed. New
wtown Square, PA: Projecct Managemeent Institute. ISBN 1‐
933890‐13‐4 [downlo oad from PMII Standards]
Rose, K. H
H. (2005). Pro oject Quality M
Managementt: Why, Whatt and How, Boca Raton,
FL: J. Rosss. ISBN 1‐932
2159‐48‐7 [[available as eBook from UTD Libraryy]
Managing the Project Team
Verma, V. K. (1997). M m. Newtown Square, PA: Project
Management Institutee. ISBN 1‐880
0410‐42‐7 [aavailable on P
PMI eReads and
Referencee]
Casess:
OPRE6
6373.PJM Spring 2011 12/10/10 Pag
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A
Assignments & Academic Calendar
Title/Date Overview
O Objectives Assignments
Pro
oject Planning This is a reflecctive assignment, To exploree the applicability and
d extent to which Refer to the insttruction sheet on Blaackboard
Asssignment meaning you w will reflect on the the processses and models discussed through this Submit on Blackb
board by 11:59PM, M
March 9, 2011.
concepts and practices discussed in course aree used where you wo ork
Tom
m Sheives this course in the context of how To identifyy potential opportunities, barriers, and
Lau
urie Ziegler they are applied (or not) in your actions forr improving your practice of project
project managgement environmentt manageme ent
Pro
oject Management This module ccontinues the processs Non‐PMPs Non‐PMPs
Proofessional II of preparing for the Project Explore PMI’s aapproach to Read: Heldman,
Management Institute’s Project Defining Scope
Ind
dependent study Management Professional Chappters 3, Developing tthe Project Scope
o Developing the Project Management Plan
certification exam. Stateement, pp. 96‐146
o Colleccting requirements
Jim
m Szot Chappter 7, Section: Qualiity Planning, pp.
o Writin ng the project scope statement
Students who have already earned d 305‐‐317
o Creatting the work breakdown structure
the PMP® cred dential continue Chappter 8, Developing th
he Project Team,
Quality plaanning
preparing a re esearch paper on a pp. 3
334‐376
Developing the Project Team
project managgement topic of theirr Review: Relateed material in PMBO
OK® Guide and
choice. PMPs class lectures aand readings
Conduct a literaature search for journal articles and Quiz: Complette the quiz on Blackboard by
books on your ttopic of interest. Reccent peer‐reviewed February 27, 2
2011 11:59PM.
journal articles are preferred as theey tend to report on
more recent research than books. C Course textbooks PMPs
should not be uused as a primary sou urce; however, they Submit your in
nitial reference list on
n Blackboard by
may contain refferences you may fin nd useful. February 27, 2
2011 11:59PM.
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OPRE6373.PJM Spriing 2011 12/10/1
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Title/Date Overview
O Objectives Assignments
Scoope Management, Part This module e explores the processe
es, As a result of th
his module you will bbe able to: Required Readin ng
1 tools, and techniques that are used Determine e and document project goals, product orr Larson and Gray: Chapter 4, “Deefining the
to initiate projjects and manage service deliverables, project management process Project” thrrough Step 2: Establisshing Project
Tomm Sheives their scope. These include outputs, co onstraints, and assummptions Priorities, pp. 91‐97
stakeholder analysis and Define the e project strategy by evaluating Heldman, Chapter 3 (non‐PMPs))
Thuursday involvement, project chartering, alternativee approaches Mantel et al, pp. 44‐53, 79‐87
Jann. 13 AM collecting requuirements, Identify annd list performance ccriteria PMI, PMBOK K® Guide
goal/objectivee alignment, and Identify, estimate, and documeent key resource Chapteer 4 through Develop p Project
deliverables ddefinition. requireme ents Manag gement Plan, pages 771‐82
Define and d document an appro opriate project Chapteer 5 through Scope D Definition, pages
Teams preparre project scope budget and schedule 103‐11 16
documents. Provide co omprehensive inform mation by producing aa
formal pro oject charter and scope statement Team Assignmen nt:
Project charter aand scope statement for a project of
your choosing (n not a help desk projecct).
Submit a written n project charter, sco
ope statement
and PowerPoint presentation on Blacckboard by
11:59PM, February 10, 2011 and preesent in class on
February 11.
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OPRE6373.PJM Spriing 2011 12/10/1
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Title/Date Overview
O Objectives Assignments
Quuality Foundations an
nd This module e emphasizes the need As a result of th
his module you will b
be able to: Reading Assignm
ments
Strrategy to plan for the
e quality of both the Describe the foundation of quaality improvement. Heldman, Chapter 7, Section: Quuality Planning,
project product and the project Consider p project quality managgement implications pp. 305‐317
7 (non‐PMPs)
Tom m Sheives management processes by of: PMBOK: Chapter 8 through Qua ality Planning, pp.
exploring the quality planning Deterrmining and documenting project goals 189‐201
Thu ursday process and thhe role of the projectt and p product/service deliverables. Rose: Chaptters 1‐5, pp. 3‐65
Jann. 13 PM manager in se etting work standardss, Identifying, documenting,, and communicatingg
understandingg customer project management proccess outputs. Team Assignmen nt:
requirements,, and implementing Identifying and documentting project PowerPoint
Preliminary projeect quality plan and P
these requirem ments. Teams consttraints. presentation connsistent with your project scope
continue to deevelop a project plann. Defining project strategy. statement and sttakeholder analysis.
Identifying/listing perform
mance criteria.
Identifying/implementingg project controls. Submit your writtten quality plan on BBlackboard by
Develop a pproject quality plan. 11:59PM, February 10, 2011 and preesent during
February 11 class in a combined pressentation with
your updated sco ope statement.
Leaadership and
Maanagement
OB6301 1 Module 7
Suee Freedman
301 Syllabus
See OB 63
Fridday
Jann. 14 AM
Strress, Organizational
Chaange, and Leadership
OB6301 1 Module 8
Suee Freedman
301 Syllabus
See OB 63
Fridday
Jann. 14 PM
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Title/Date Overview
O Objectives Assignments
Thee Nature of Conflict
andd Negotiation
OB6301 1 Module 4
Lauurie Ziegler
301 Syllabus
See OB 63
Satturday
Jan
n. 15 AM
Pree‐negotiation Planning Students are introduced to Determine projject goals, define pro oject strategies; Required Readin ng
andd Distributive distributive baargaining. Pre‐ obtain final accceptance of deliverabbles; contribute to Lewicki, Barrry, and Saunders
Bargaining negotiation pllanning as the key PM knowledge base; enhance individual competence Chapteer 2 “Strategy and Taactics of
variable to succcessful negotiation is through professional learning; balan nce stakeholders’ Distrib
butive Bargaining”
Lauurie Ziegler stressed. Studdent evaluations for interests througgh fair resolution; an
nd interact with Chapteer 4 “Negotiation: Strrategy and
this session arre based on stakeholders inn a fair and cooperative manner. Planninng”
Satturday preparation, pparticipation, and the
e Case readinng to be assigned
Jan
n. 15 PM reflective paper. Be familiar withh primary research on negotiation and
applications to real world situationss. Appreciate that Individual Assignnment:
preparation is aa key variable to negootiation success. Think about an uupcoming personal or professional
negotiation. Theen, prepare answers to Table 4.2:
Negotiation Plannning Guide in your LLewicki, Barry
and Saunders texxt. If you cannot thin
nk of an
upcoming negotiation, then apply the Planning Guide
to a previous neggotiation, to a moviee that has
negotiation conttent, etc. Submit youur planning
document in classs.
Bring essentials of negotiation and n negotiation:
readings, exercisses and cases to classs.
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OPRE6373.PJM Spriing 2011 12/10/1
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Title/Date Overview
O Objectives Assignments
Scoope Management, Part This module cconcludes the his module you will b
As a result of th be able to: Required Readin ng
2 discussion of tthe scope Develop th he Work Breakdown Structure (WBS) Larson and Gray: Chapter 4, Step p 3: Creating the
management processes with the using the SScope Statement, Staatement of Work Work Breakkdown Structure thou ugh Summary,
Tomm Sheives creation of thee work breakdown (SOW), oth her project documen nts, and pp. 97‐114
structure (WBBS) and introduction o of decompossition techniques. Mantel et al, pp. 87‐101
Thuursday the monitoring and controlling Baseline thhe scope of work Project Mannagement Institute
Febb. 11 AM processes of sscope verification and
d Identify annd implement project scope controls. o PMBOK K Guide: Chapter 5, ““Create WBS
scope (change e) control. through Scope Control”, ppp. 116‐128
o Practicce Standard for Workk Breakdown
Topics to be C
Covered Structu
ures
Work Bre eakdown Structure
(WBS) nment:
Individual Assign
Relation to Activity Definition
n Complete Part I oof the Conveyor Beltt Project in
process accordance with the instructions pro
ovided on
WBS Dicttionary Blackboard. Submmit assignment on Blackboard by
WBS valid dation 11:59PM, Februaary 20, 2011.
Scope baaseline
Scope verification Team Assignmen nt:
Scope change control Prepare a WBS aand WBS Dictionary ffor the team
Project. Present approach and overview during class.
Submit presentaation and supporting documents on
Blackboard by 111:59PM, March 9, 20 011.
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Title/Date Overview
O Objectives Assignments
Pro
oject Team Building In this module e, we will explore bassic Provide the bassic skills required to: Required Readin ng
aspects of inittially building an Effectivelyy align the project, th
he project manager Larson and Gray, Review
Suee Freedman effective projeect team, focusing onn and the prroject sponsor o Chapteer 10 “Leadership: Beeing an Effective
the key eleme ents of: Establish aa self‐discovered (teaam) set of key Projectt Manager”
Frid
day Sponsorship alignment competencies and influences tthat will be required o Chapteer 11 “Managing Projject Teams”
Febb. 11 PM Team com mpetency and to successfully complete the project Heldman, Chapter 8 (non‐PMPs))
influence
e Effectivelyy measure each team m member against Verma, Chaapter 3, “Effective Teaam Building”
Assimilating the team those commpetencies and the in nfluences required too
memberss into the project determine e if the “right” team is in place or if a In‐class Team Asssignments
Launching the project as a different mmix is required Apply team building tools
cohesive team Define thee project in ways thatt effect buy‐in and
Conducting effective kick‐off comprehensive understandingg
meetingss Provide the platform for the teeam members to
move from m individual agendas to adopt the projectt
as the objeective
Provide the tools necessary to identify each team
member’s expertise and conceerns
Design succcessful kick‐off meettings
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OPRE6373.PJM Spriing 2011 12/10/1
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Title/Date Overview
O Objectives Assignments
Fro
om Conflict to The basic elem ments of a distributivve Describe hhow the distributive b bargaining process Reading Assignm ments:
Coooperation bargaining situ uation are discussed. works and d learn the fundamen ntal strategies of Lewicki, Barrry, and Saunders
In a distributivve bargaining distributive bargaining. o Chapteer 2: Strategy and Taactics of
Lau
urie Ziegler situation, the goals of one party arre Learn impo ortant tactical tasks ffor a negotiator in a Distributive Bargaining
in direct conflict with the goals of distributive bargaining situatioon. o Chapteer 4: Negotiation: Strrategy and
Satturday the other partty. Resources are Understan nd positions taken du uring negotiation. Planninng
Febb. 12 AM scare and partties want to maximizze Know how w to handle commitm ment in a bargaining Case readinng to be assigned
their share. position.
Learn how w to close the agreemment. Assessments and d Exercises:
Negotiators sh hould be familiar with Recognize typical hardball negotiation tactics. Post‐class q
quiz (combined with n next module).
distributive baargaining because Be able to recognize distributivve bargaining skills Complete th he quiz on Blackboarrd by 11:59 PM,
there are situaations that are applicable to integrative negottiations. Sunday, Feb bruary 20, 2011.
win/lose. Theey should also be In‐class actiivities
aware of the sstrategies and tacticss
that people usse in distributive Bring essentials of negotiation and n negotiation:
situations to gguard against them. readings, exercisses and cases to classs.
As many situations are not
completely disstributive in nature,
this session prrepares you to move
from conflict tto cooperative or
integrative ressolutions. Ethical
issues are alsoo considered.
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OPRE6373.PJM Spriing 2011 12/10/1
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Title/Date Overview
O Objectives Assignments
Inttegrative Negotiation
n In this session
n, we focus on Describe hhow the integrative nnegotiation process Reading Assignm ment:
integrative (wwin‐win) negotiation. works and d learn the fundamen ntal strategies of Lewicki, Barrry, and Saunders,
Lauurie Ziegler In integrative negotiations the goaals integrative
e negotiation o Chapteer 3: Strategy and Taactics of
of the parties are not mutually Apply the appropriate strategiees, styles and Integraative Negotiation
Satturday exclusive. Funndamentally, both techniques to conduct a successsful integrative Case readinng to be assigned
Febb. 12 PM sides are able to achieve their goals negotiation
through collab boration and mutual Choose the most effective app proach for the given Assessments:
problem‐solving. In addition to context. Post‐class q
quiz (combined with p previous
recent researcch and the practical Identify an
nd understand key stteps in the module). CComplete the quiz on Blackboard by
elements of in ntegrative negotiation, integrative
e negotiation processs 11:59 PM, SSunday, February 20 0, 2011.
individual styles will also be Recognize factors that facilitate successful In‐class actiivities
explored. e negotiation
integrative
Appreciate e why integrative neggotiation is difficult Bring essentials of negotiation and n negotiation:
to achievee readings, exercisses and cases to classs.
Describe the common barriers to reaching
agreement through integrativee negotiation
Develop and practice strategiees for overcoming
these barrriers
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OPRE6373.PJM Spriing 2011 12/10/1
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Grading Policy
Gradeed assignmentts should be po osted to Black
kBoard by mid dnight of the d
day listed unleess otherwise
speciffied. If you do not find a link
k, e‐mail Dave Wurmstein [w wurm@utdalllas.edu], Debb bie Samac
[debbie@utdallas.eedu] and Jim Szot [jimszot@ @utdallas.edu] .
Assignments
A Module Perceentage Type Due Date
In‐class Quiz Pre‐Negootiation Planningg and 5%
% Inndividual Jan. 15
Distrib
butive Bargaining
In‐cclass assignmentt 5%
% Inndividual Jan. 15
Ziegler
Project Scope Statemeent Scope MManagement, Part 1
7.55% Team Feb. 10
and Presentation Sheives
Qualityy Foundations an nd
Projecct Quality Plan and
Strategy 7.55% Team Feb. 10
Presentation
P
Sheives
Projecct Team Buildingg
In‐cllass assignmentss 5%
% Team Feb. 11
Freedman
From Con nflict to Cooperaation
In‐cclass assignmentt 5%
% Inndividual Feb 12 AM
Ziegler
Integraative Negotiatio
on
In‐cclass assignmentt %
5% Inndividual Feb 12 PM
Ziegler
From Con nflict to Cooperaation
Post‐class Quiz & Integrative Negotiation 100% Inndividual Feb 20
Ziegler
Convveyor Belt Projecct Scope MManagement, Part 2
%
1% Inndividual Feb. 20
Part 1 Sheives
Proje
ect Managemen nt
Inde
ependent Study
Proffessional quiz orr 100% Inndividual Feb. 27
Szot
reference list
r
Pro
oject WBS/WBS
Scope M
Management, Part 2
Dictionary and
D 9%
% Team Mar. 9
Sheives
Presentation
P
Course
Refle
ective Assignmen
nt 300% Inndividual Mar. 9
Sheives and Ziegler
Techn
nical Supporrt
For assistan
nce with BlackB
Board, Connecct, and other Prroject Managem
ment Program technology
issues, e-maail Dave Wurm
mstein [wurm@
@utdallas.edu] and Debbie Saamac [debbie@ @utdallas.edu].
OPRE6
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Univeersity Policiees
A student at the universityy neither loses the rights nor eescapes the ressponsibilities oof
citizenship. He or she is expected
e to obeey federal, statte, and local law
ws as well as th
the Regents’
Rules, university regulatioons, and admin nistrative rules.. Students are subject to disccipline for
violating thhe standards of conduct wheth her such conduuct takes place on or off camppus, or whetherr
civil or crim
minal penalties are also impossed for such coonduct.
Academic Integrity
The faculty
y expects from its students a high
h level of reesponsibility annd academic hoonesty. Because
the value off an academic degree
d depends upon the absoolute integrity of the work doone by the
student for that degree, it is imperative th
hat a student ddemonstrate a hhigh standard oof individual
honor in hiss or her scholasstic work.
Scholastic Dishonesty,
D anny student who commits an acct of scholasticc dishonesty is subject to
discipline. Scholastic
S dish
honesty includees but is not lim
mited to cheatinng, plagiarism,, collusion, thee
submission for credit of anny work or maaterials that aree attributable inn whole or in part to another
person, takiing an examinaation for anotheer person, any act designed too give unfair aadvantage to a
student or th
he attempt to commit
c such accts.
Plagiarism, especially from m the web, from portions of ppapers for otheer classes, and from any other
source is un
nacceptable and d will be dealt with under thee university’s ppolicy on plagiiarism (see
general cataalog for detailss). This coursee will use the reesources of turn
rnitin.com, whiich searches thhe
web for posssible plagiarism and is over 90%9 effective..
yright Notice
Copy
OPRE6
6373.PJM Spring 2011 12/10/10 Pag
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Emaiil Use
The Univerrsity of Texas ata Dallas recogn nizes the valuee and efficiencyy of communiccation betweenn
faculty/staff
ff and students through electro onic mail. At thhe same time, email raises soome issues
concerning security and th he identity of each
e individuall in an email exxchange. The uuniversity
encourages all official stuudent email corrrespondence bbe sent only to a student’s U.T T. Dallas emaill
address andd that faculty annd staff consid
der email from students officiial only if it oriiginates from a
UTD studen nt account. Thiis allows the un niversity to maaintain a high ddegree of confiidence in the
identity of all
a individual corresponding
c and
a the securitty of the transmmitted informattion. UTD
furnishes eaach student witth a free email account that iss to be used in all communicaation with
university personnel.
p The Department off Information R Resources at UU.T. Dallas provvides a methodd
for studentss to have their U.T.
U Dallas maail forwarded tto other accounnts.
Withdrawal from
m Class
The administration of thiss institution hass set deadlines for withdrawaal of any collegge-level coursees.
These datess and times are published in th hat semester's course catalogg. Administratioon procedures
must be folllowed. It is thee student's resp
ponsibility to haandle withdraw
wal requiremennts from any
class. In oth
her words, I can nnot drop or withdraw
w any sttudent. You muust do the propper paperwork
to ensure th
hat you will nott receive a finaal grade of "F" in a course if yyou choose nott to attend the
class once you
y are enrolleed.
In attemptin ng to resolve anny student grieevance regardinng grades, evalluations, or othher fulfillmentss
of academicc responsibility y, it is the oblig
gation of the sttudent first to m
make a serious effort to
resolve the matter with thee instructor, su upervisor, admiinistrator, or coommittee with whom the
grievance originates
o (hereeafter called “thhe respondent””). Individual ffaculty membeers retain
primary responsibility for assigning grad des and evaluaations. If the m matter cannot bee resolved at
that level, th
he grievance must
m be submittted in writing tto the respondeent with a copyy of the
respondent’’s School Dean n. If the matterr is not resolveed by the writteen response proovided by the
respondent,, the student may submit a wrritten appeal too the School Deean. If the grieevance is not
resolved by y the School Deean’s decision, the student maay make a writtten appeal to tthe Dean of
Graduate orr Undergraduatte Education, and a the deal wiill appoint and convene an Accademic
Appeals Pan nel. The decission of the Acaademic Appealss Panel is finall. The results oof the academicc
appeals process will be distributed to alll involved partiies.
Copies of th
hese rules and regulations aree available to sstudents in the Office of the D
Dean of
Students, where
w mbers are available to assist sstudents in interpreting the ruules and
staff mem
regulations..
Incom
mplete Gradee Policy
OPRE6
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Disab
bility Servicees
If you anticcipate issues rellated to the forrmat or requireements of this ccourse, please mmeet with the
Coordinatorr of Disability Services. The Coordinator iss available to ddiscuss ways too ensure your
full particip
pation in the coourse. If you deetermine that foormal, disabilitty-related accoommodations
are necessarry, it is very im
mportant that you be registereed with Disabillity Services too notify them oof
your eligibiility for reasonable accommodations. Disabbility Services can then plan how best to
coordinate your
y accommo odations.
It is the stud y his or her proofessors of the need for such aan
dent’s responsiibility to notify
accommodaation. Disability Services pro ovides studentss with letters too present to facculty members
to verify thaat the student has
h a disability y and needs acccommodations.. Individuals rrequiring speciaal
accommodaation should co ontact the profeessor after classs or during offfice hours.
Religious Holy Da
ays
The studentt is encouragedd to notify the instructor or acctivity sponsorr as soon as poossible regardinng
the absencee, preferably in
n advance of thhe assignment. The student, so excused, wiill be allowed to
take the exxam or compleete the assignm ment within a reasonable tim me after the abbsence: a periood
equal to thee length of thee absence, up to a maximum m of one weekk. A student w who notifies thhe
instructor and completes any
a missed exaam or assignm ment may not be penalized forr the absence. A
student who plete the exam or assignmentt within the prrescribed period may receivee a
o fails to comp
failing grad
de for that exam
m or assignmen nt.
If a studentt or an instrucctor disagrees about the natuure of the abssence [i.e., forr the purpose oof
observing a religious holy y day] or if there is similar ddisagreement aabout whetherr the student haas
been given a reasonable time to comp plete any miss ed assignmentts or examinattions, either thhe
student or the
t instructor may
m request a ruling
r from thee chief executivve officer of thhe institution, oor
his or her designee.
d The chief
c executivee officer or dessignee must taake into accounnt the legislativve
intent of TEEC 51.911(b),, and the studeent and instrucctor will abidee by the decision of the chief
executive officer or designnee.
Th
hese descriptiions and timeelines are sub
bject to changge at the disccretion of the Professor.
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