EnEd 4315
Operations & Management (4 cr)
8-8:50 am MTWTh
SpHC 9
Instructor: Dr. Ken Gilbertson
Office/Hrs: 103 SpHC. By App't
email: kgilbert@d.umn.edu
phone: 726-6258
url: www.d.umn.edu/~kgilbert
Fall, 2017


The purpose of this course is to learn the aspects and techniques fundamental to managing a outdoor education/recreation and/or environmental education based agency including annual operational management practices and facilities management, often referred to as long range planning.

The goal of this course is to acquire an understanding and application of management strategies used by an outdoor education/recreation and/or environmental education based l agency that is appropriate for a professional focusing mainly on programmatic and educational delivery that includes sustainability education and management.

This course will focus on the mechanical aspects of management and will exclude leadership components which are essential in making the total operation run effectively. We will emphasize management skills most likely used in a non-profit agency rather than a commercial agency.

Outcomes: From this course, you will:
1. Articulate the value of educational programs and services that are nature-based in their orientation. (SLO3/SLO6)
2. Describe the essential components of managing an outdoor education/recreation and/or environmental education based agency. (SLO 4.4/SLO 1&2)
3. Design and present an annual operational management plan for a simulated outdoor education/recreation and/or environmental education based agency including sustainability education and management. (SLO 4.4/SLO 8)
4. Design, recommend, and present a long range management plan for an actual agency using the management components covered in this course. The long-range plan must include sustainability education and management components. (SLO 4.4/SLO1,7,4)

The above outcomes will be measured by the extent that you demonstrate the following:
A. Identify the steps used to design a plan for outdoor education/recreation and/or environmental education based facilities.
B. Demonstrate and describe the purpose and application of the concept of public participation appropriate to management planning theories.
C. Demonstrate and describe the outdoor education/recreation and/or environmental education based professions through the design of a long-range management plan.

5. Working cooperatively with a team of colleagues in managing an agency.
6. Assess peers to demonstrate ability to provide honest and effective feedback as a performance review.
7. Demonstrate presentation skills required of management personnel by presenting a plan to agency professionals and selected community members..

Note: Student Learning Outcomes (SLO's) for these outcomes are tied directly to our EOE Program SLO's which are connected to our UMD Campus SLO's. The SLO pertaining to each outcome above is indicated as "SLO 1-4 EOE Program/SLO 1-9 Campus"

I. Annual Operational Management

Week #
    Unit I: Big Picture  
1 8/28

Establishing class meeting location & time; Course Expectations

Introduction: Web page and syllabus

1 8/29

Introduction: The purpose and application of this course



1. Review potential study sites. Work as a group to derive a set of initialk questions to best understand yourproject goals/purpose and site characteristics

2. Familiarize yourself w/ Readings in the CEED office (SpHC 122)
Chap.'s 1-3
Quiz #1: Introduction on Management

1 8/30, 31, & 9/5


Site identity and Group selection

Management & the Planning Process

Sustainability concepts

Mission Statement; Purpose; Vision; Objectives

Ch. 6

**Produce a set of questions to interview your site contact(s) and set up a face-to-face interview to gain a clear understanding of expectations and site orientation/agency purpose

2 9/4

Labor Day - No Class



2 9/6

Mission Statement; Purpose; Vision; Objectives

Board of Directors, Hierachical Chart - Who does what?

Ch. 6


    Unit II: Personnel By now you should have a thorough walk-through of your site and know your agency lead and team members. In addition, you should know their mission, purpose, and goals of your specific project.
2 9/7-11

Staffing: Job Description; Hiring Process

Staffing: Job Descriptions

Ch. 13-15
    Unit III: Finance  
3 9/12-13

Finances: Types & Sources of Funds


Chap. 8

Assignment #1: Mission (9/13)

Quiz #2 - Mission (9/13)

3 9/14-18 Budget: Types & Design


Ch. 9

4 9/19 Budget: Types & Design  
4 9/20 & 21 Budgets
Catch-up & Team check-in

Assignment #2: Staffing (9/21)


    Unit IV: The Site  
5 9/25-26 Facilities: Layout

Ch. 16-21

5 9/27


Equipment: Needs & Sources

Quiz #3 - Budget & Finance (9/27)
5 9/28

Equipment: Needs & Sources

Assignment #3:Budget (due 9/29)

Unit V: Organizational Facilities & Program/Organization Assessment

6 10/2-4

Scheduling: Staff & Facilities






Quality Control: Evaluation
Liability & Staff Development

Chap. 15 & 5
Assignment #4: Equipment (due 10/5)
Quiz #4 - Equipment & Facilities (10/6)

II. Land Management: Principles and Practices of Facilities and Lands (Long Range Planning)

7 10/11

Long Range Planning - What it is and the approach to land managment.

Assigned Readings in CEED Office: We will focus on the Tettegouche State Park Long-Range Plan, but review other examples as well.

7 10/12 &16 Olmsteadian Principles; Public Participation

Quiz #5 - Scheduling; Risk Management; Staff Development; and Evaluation (10/16)

7 10/17

Land Use Concepts: Multiple Use; Sustainability Education & Management

Assignment #5 :Scheduling; Risk Management; Staff Development; and Evaluation Note: This is due at the same time as the final paper. Each section is an outline of the topic. Scheduling is a schedule for staff and all involved (equipment, transportation) for one month using the same program that you used for your budget).

Paper #1 Due - Annual Operations
Oct. 16

8 10/18 Management Objectives  
8 10/19

Team Meetings

Assigned Readings in CEED Office: (Refer to the Tettegouche State Park/DNR Long Range Plan)
9 10/23-24

Building an Advisory Team: Current Features of the Site


Follow the format provided on Moodle and the Tettegouche SP plan
9 10/25-26

Carrying Capacity/Sustainability of Agency and site

Group Presentation #1: Mission, etc. & Agency Overview;
Paper Draft #1 Due - Long-Range Planning

Peer & Self Evaluatios Due


9 10/26 Fall Break - No class  
10 10/30-31 Recreation Resources; Management Objectives: Impacts  
10 11/1-2


Trails & Roadways


10 11/6-7 Trails & Roadways  
11 11/8-9 Catch-up


11 11/13-14   Group Presentation #2: Current Features (Natural features - Geologic + Flora & Fauna);
Paper Draft #2 Due
Peer & Self Evaluatios Due
11 11/15 Team Meetings Follow format of Moodle example (Lester River School Forest Plan & Tettegouche SP) - Also review other long range plans such as Pukwasa Long Range Plan for examples.
12 11/16 Class Discussion/Team meetings  
12 11/20-21
Group Presentation #3: Current Features (Social/Cultural features); Land Use Patterns (Zones);& Resources
Presentation & Paper Draft #3 Due
Peer & Self Evaluatios Due
13 11/22 Recommendations & Impacts: New Description;  
13 11/23 Thanksgiving Break  
13 11/27-30

Meet in class - discussion; Presentation Prep

Group Presentation #4: Recommendations & Dry Run
Final Draft of Paper Due
14 12/4-7   Presentations - Paper Due*
15 12/7   Final Debrief of Presentations
Finals 12/11 8-10 am Final wrap-up (only if needed)


*Your final exam will be your final presentation and a complete written long-range management plan including CD with your paper and your powerpoint presentation on it. Be sure to clearly identify your group, date, and course on your CD or JumpDrive. (Project Name; Date; Course #' Group Names)

Harrison, G. & Eerpelding, M. (2012). Outdoor Program Adminsitration: Principles and Practices. Human Kinetics
**Note: You can buy this test text as an "Ebook" for $28.80 if you go direct to the Human Kinetics website: http://www.humankinetics.com/outdoorandadventure
Be sure to sign up for the discount to get the discounted price.

The following plans are located in the CEED office (121 SpHC):

(1997). Tettegouche State Park 20-Year Management Plan (Draft). Minnesota Department of Natural Resources.

(1995). Boulder Lake Management Plan. Minnesota Power Company.

The class will work in a cooperative effort to design an annual operational plan plus a long-range management plan and to present it to the agency involved. This final presentation will include agency representatives and interested public. It will include your recommendations for the design and layout of the grounds and buildings comprising the agency recreation facilities. Your final product will be a comprehensive paper that includes all of the topics covered in Unit II plus your formal presentation (including handouts, maps, and Powerpoint presentation).

Sustainability Component:
We will strive to make recommendations that involve sustainability of the facilities and grounds; sustainability of the agency (programs and personnel), and sustainability education appropriate to the purpose of the agency.

You will be graded on both an individual and group basis. Your active involvement is required. Presentations will be scored in the following criteria:
All work must be formally presented both orally and in writing. All written and oral work must be presented typed and in the following order:

I. Title: Subject to be discussed for this presentation (depending on the scope and sequence of the plan in addition to who the audience is)
II. Team Members:
III. Introduction: Present a short narrative on the purpose of the subject and how your team will present the subject investigation to that stage in the project.
IV. Background Information: A brief description of the agency type and how this subject fits into the management plan of the agency. Describe briefly what subjects your team has accomplished to date and how this subject ties in with what's been done.
V. The Plan: This is the content of this week's presentation. It should be presented concisely and completely. Follow the format presented in class lectures. That is, use narratives, charts and graphs where appropriate. Always keep in mind that you are presenting this material as if the class were a board of directors. Casual approach is not acceptable.
VI. Conclusion: Conclude your presentation with a synopsis of what was just covered followed by your recommendations for approval.
VII. References: Include a list of professionally based references. Present them in APA format (follow the format used for "texts" below).

VII. Peer grade of each individual team member.

You are expected to begin the class presentations with submission of peer evaluations and with a written copy of your plan to-date. The written plan (paper) is different from your presentation materials in that it is much more detailed and comprehensive whereas presentation materials are typically presented in outline form.

All work, including peer evaluations are to be typed using double-spacing.

When presenting, you are expected to dress professionally. That is, dress as if you were going to give one of the most important interviews for a very valued job.

Each week a different team member must take a lead role in presenting the assignment. The other team members are welcome to assist in any way they can to make the overall presentation effective. That is, assisting with visual aids (slides, overheads, videos, etc.).

In addition, a management team leader will be selected by each team for each assignment phase that will be presented to the class.

*You are responsible for your equipment needs in your presentations. Also, be prepared before class begins each day of presentation.

At the end of the semester, each team will present a final formal long-range management plan to the class that will include aspects covered during the term. It is expected that all appropriate aspects of long-range management planning that were discussed during the term be included in the final presentation.

2. For the Final presentation: Present in 50-55 minutes with up to 30 minutes for questions.
            Copies you are required to provide (minimum number):
            1. Bound Color copies of your written long-range plan (3): 2 for Director of Agency; 1 for Ken
            2. Stapled B &W copies of written long-range plan: 1 for each target audience member
            3. Stapled Handouts of powerpoint presentation (6 slides/page): 1 for everybody attending.
            4. CD or JumpDrive with powerpoint and long-range plan: (3) – 2: Director of Agency; 1: Ken

Suggested sites to have your printing done:
DULUTH,  MN  55802-2116  |  view map
(218) 727-2817

Depending on the size of the class, the amount of time per presentation will be divided by class time (50 minutes). On average, each presentation should take approximately 15 minutes.


Grade Percent Topic
A 92% Assignment #1: Mission (25 pts)
A- 90% Assignment #2: Staffing (25 pts)
B+ 85% Assignment #3: Budget (25 pts)
B 82% Assignment #4: Facilities & Equipment (25 pts)
B- 80% Quizes 1-5: Annual Operational Mgmt - 10 pts each (50 pts) [approximately]
C+ 75% Paper #1: Annual Operational Plan (60 pts)
C 72% Presentation #1/Paper Draft #1: (40 pts)
C- 70% Presentation #2/Paper Draft #2: (40 pts):
D+ 65% Presentation #3/Paper Draft #3: (40 pts)
D 60% Final Presentation: (60 pts)
F 55% Final Paper - Long Range Planning: (75 pts)
    Peer Scores: (35 pts) 5 ptsx4 + 15 overall @ final
    Total Points: 500 points

Each assignment will be graded as follows:
•Content (accuracy and thoroughness): 50%
•Presentation (written): 15%
•Presentation (oral): 20%
•References: 15%

In order for this course to work, it is essential that every class member participate to the best of their ability. As in any agency, the success of this "operation" is only as strong as the strength of its members. I will grade you both as a group and individually. Daily attendance is mandatory.

!! Note: Chronic tardiness will result in a drop in grade ( >3 = 1 grade drop/3). Unexcused absences will result in a grade drop (>2 = 1 grade drop/2).

Students with Disabilities:
It is the policy and practice of the University of Minnesota Duluth to create inclusive learning environments for all students, including students with disabilities.  If there are aspects of this course that result in barriers to your inclusion or your ability to meet course requirements – such as time limited exams, inaccessible web content, or the use of non-captioned videos – please notify the instructor as soon as possible.  You are also encouraged to contact the Office of Disability Resources to discuss and arrange reasonable accommodations.   Please call 218-726-6130 or visit the DR website at www.d.umn.edu/access for more information. 

Risk Management
Please note: While field experiences are an essential component to outdoor education, we must acknowledge the inherent risk of field program participation.   Leaving campus presents risk management concerns, including transportation and field site based dangers.  In order to avoid problems and strengthen our risk management awareness, it is each student’s responsibility to behave in a manner that promotes personal and group safety.  Any questions, concerns, specific medical information, etc. should be directed to the instructor as a part of a shared effort to ensure a safe and optimal learning environ

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