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MARK 468 – RETAIL AND CHANNEL MANAGEMENT

Professor: Dr. John W. Pracejus Office: 2-32K Business Building

Office Phone: 780-492-2023 E-mail: [email protected]

COURSE OVERVIEW & LEARNING OUTCOMES

This course is designed to provide an intensive introduction to retail marketing management.

Emphasis will be placed on the application of the theoretical concepts to practical marketing situations.

This course incorporates the Learning Goals of the Bachelor of Commerce Program, in particular Critical Thinking, Oral Communication, Teamwork and Written Communications. At the end of the course you will have developed the following course specific skills or knowledge:

1. You should understand the current and evolving nature of the retail marketplace, as well as the role of retail marketing in the overall business landscape.

2. You should be able to assess retail businesses and analyze their value propositions.

3. You should be able to identify, appraise, and formulate retail strategies that result in profitable performance.

Throughout the course, it is expected that you will make an extra effort to visit physical and electronic stores and to pay close attention to ongoing developments in retailing.

METHOD OF EVALUATION

Final grading in this class is based on individual student achievement of the course and program outcomes. These outcomes are measured by the following assessments:

Learning Outcome Assessment % Grade Due Date

Critical Thinking, Written Communications

Mid-term #1 25% Feb. 10th , 2020

Critical Thinking, Written Communications

Mid-term #2 25% March 30th , 2020

Critical Thinking, Teamwork

Final Group Project See Course

Schedule (below)

Oral Communication Presentation 20%

Written Communications Written Report 30% April 8th, 2019

Overall 100%

***Late assignments will be decreased by 10% for each day late.

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For more information on the University of Alberta’s Assessment and Grading Policy please see:

https://policiesonline.ualberta.ca/PoliciesProcedures/Pages/DispPol.aspx?PID=101

SUGGESTED READING

Levy, Michael, Barton A. Weitz, Dean Watson and Michael Madore (2017) Retail Management, 5th Canadian Edition. Toronto, Ontario: McGraw Hill Education.

REQUIRED READINGS

Up-to-date readings will be posted on the course web page throughout the term with an expected date for discussion. Please read these prior to the class discussion, and note that they may be covered on the midterms.

APPOINTMENTS

I do not have set office hours. However, I do strive to be available to any student who wants to speak with me. I ask that you send me a short e-mail ([email protected]) that outlines your questions/concerns and allows us to arrange a convenient time to meet. It helps me be fully prepared to give you appropriate feedback and advice, and it makes for a much more productive interaction.

EXPECTATIONS

You are expected to be fully engaged in the entire learning process. This means devoting time and energy to preparation before class, listening to others during class discussions and engaging in class discussions. Using your computer during class for personal activities such as

reading/writing email, writing letters, surfing the Web, playing games, etc. is also distracting and counterproductive.

GUEST SPEAKERS & FINAL PROJECT PRESENTATIONS

Guest speakers are an integral part of learning in this course. Each guest has been chosen for his or her unique ability to contribute to our learning. It is important that you make every effort to attend these lectures and to actively engage our guests in discussion. Material from the guest speakers may be covered on the mid-terms. Please be kind and courteous to our guests.

Feedback on these lectures and speakers is appreciated – all such correspondence will be treated confidentially and should be addressed directly to Dr. Pracejus.

IN-CLASS DISCUSSION

A valuable classroom experience requires rigorous preparation and high-quality class discussion.

You are expected to attend guest speakers’ presentations, including your peers’ final project presentations, and to be prepared with relevant questions and comments.

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FINAL GROUP PROJECT & PRESENTATION

This group project is designed to provide you with an opportunity to examine retail marketing management in practice. You will be required to spend some time observing a retail operation, analyzing its customers’ behavior, and reverse engineering the store’s retail value proposition.

For the presentation, students are expected to provide an overview of the project that touches on these same areas, but focuses on and highlights the most interesting findings.

More details on this project will be provided in class on Jan. 22nd. This includes the detailed marking rubric. We will also be forming groups on this day, so if you will be absent please contact the instructor. The written project should be less than 3500 words with maximum of 5 pages of exhibits.

AUDIO OR VIDEO RECORDING

Audio or video recording of lectures, labs, seminars or any other teaching environment by students is allowed only with the prior written consent of the instructor or as a part of an

approved accommodation plan. Recorded material is to be used solely for personal study, and is not to be used or distributed for any other purpose without prior written consent from the instructor.

ACADEMIC INTEGRITY

The University of Alberta is committed to the highest standards of academic integrity and honesty. Students are expected to be familiar with these standards regarding academic honesty and to uphold the policies of the University in this respect. Students are particularly urged to familiarize themselves with the provisions of the Code of Student Behavior (online at

https://www.ualberta.ca/governance/resources/policies-standards-and-codes-of-conduct/code-of- student-behaviour ) and avoid any behavior that could potentially result in suspicions of

cheating, plagiarism, misrepresentation of facts and/or participation in an offence. Academic dishonesty is a serious offence and can result in suspension or expulsion from the University.

All factual information taken from other sources (books, web pages, papers, etc.) must be referenced in submitted work. Please consult the calendar for information regarding these behaviours. Additional information can be found at: https://www.ualberta.ca/current- students/academic-resources/academic-integrity/cheating

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Date Topic

Week 1 Jan 6-10

Course Introduction

Course Requirements & Expectations

Introduction and types of retailers

Buyer behaviour

o READING: Chapters 1 and 2

Week 2 Jan 13-17

Retail Assortment (Dr. Paul Messenger)

Assortment, depth and breadth o READING: Chapter 3

o GUEST SPEAKER: Isaac Watson VP Product Development and Retail Experience - Fire and Flower

Week 3 Jan 20-24

Market and Location Strategy

Strategy and site selection

Traffic analysis

o READING: Chapters 4 and 5 o JAN 22 – Finalize groups!!!

o GUEST SPEAKER Jesse Robbins Vice President, Analytics & Reporting HeadCount Corporation

Week 4 Jan 27-31

Design and layout

Space management and atmospherics and global perspectives o READING: Chapter 6 and 7

o GUEST SPEAKER: Laura Smyth, Director, Tiffany’s

Week 5

Feb 3-7 International and Financial Strategy

Culture and cross-border considerations; Quantitative analysis o READING: Chapter 8 and 9

Week 6 Feb 10-14

Information systems

Flow and system design

o Mid-term 1 Monday Feb 10th

o GUEST SPEAKER: Lyle Waldren Director of Sales (Alberta) Saputo Inc.

o CLASS IS CANCELLED ON FRIDAY, FEB 14th

READING WEEK – February 17th to 21st

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Date Topic

Week 7 Feb 24-28

Merchandise Management and Buying Strategies

Forecasting, inventory, sourcing, vendors and planning o READING: Chapters 10 and 11

o GUEST SPEAKER: Rob Bennett, EVP, ATB Financial

Week 8 March 2-6

Pricing Strategy

Maximize profits and sales

o READING: Chapter 12

o GUEST SPEAKER:Ziad Kaddoura,

Week 9 Mar 9-13

Customer Loyalty

CRM & Service Standards o READING: Chapter 14

o GUEST SPEAKER: Blair Cameron, President, AirMiles

Week 10 Mar 16-20

Retail Communications (Rory Waisman lecture on Monday)

Advertising & promotions in retail o READING: Chapter 15

o GUEST SPEAKER: Cindy Gange-Harris, Store Leader, Apple West Edmonton

Week 11 Mar 23-27

Human Resources and Retail Supplier Relations

Staffing & promotion

o Guest Speaker Wednesday – Scott Stewart, Sr. Market Director, Pepsico Food

o READING: Chapter 13 March 30 Mid Term 2

April 1-8 Group Presentations!

Referencias

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