UT Dallas Syllabus for opre6372.pjm.11f taught by James Szot (jxs011100)

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    OPRE6372.PJM Fall 2011 9/8/2011 Page 1

    Course Syllabus

    Course Information

    OPRE 6372.PJM

    Project Initiation

    Fall 2011

    Professor Contact Information

    Dr. Sue Freedman [email protected]

    Mr. Lothar Katz [email protected]

    Dr. Thomas Sheives [email protected]

    Mr. James Szot [email protected] (Instructor of Record)

    Mr. Gerald Turner [email protected]

    Office hours by appointment please email to schedule

    Course Pre-requisites, Co-requisites, and/or Other Restrictions

    OPRE 6271 Project Overview and Strategic and Process Management

    Course Description

    Projects are undertaken to help organizations convert strategy into products, services, and end

    results. Unfortunately, many projects are not totally successful because of the lack of clearly

    defined and well understood requirements.

    This course begins with a discussion of project manager credentialing and professional ethics,

    explores project management in a global environment, bridges from strategy to project definition

    with discussions of project selection and project management tools, and focuses on determiningand managing project requirements.

    Important note: Modules from OB 6301, Introduction to Organizational Behavior, are intermixed

    with modules from this course. Concepts from these OB6301 modules are to be applied along

    with concepts from this course and the prerequisite course, OPRE6271, in your preparation of the

    Project Initiation Assignment.

    Student Learning Objectives/Outcomes

    Students will demonstrate the knowledge to

    Take responsibility for ethical and professional conduct Apply project selection methods to evaluate the feasibility of projects Assess project contribution to business strategy, purpose and plans Determine and document project goals and performance requirements by working closely

    with project stakeholders

    Define and document product or service deliverables Select appropriate project management practices, tools and methodologies

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    Required Textbooks and Materials

    Textbooks (purchased by student or viewed online):

    Larson, E. and Gray, C. (2011). Project Management: The Managerial Process (5th

    ed.).

    New York: McGraw-Hill/Irwin. ISBN: 978-0-07-742692-7 (International Edition

    ISBN: 978-0071289290)

    Heldman, K. (2009). PMP

    Project Management Professional Exam Study Guide (5

    th

    ed.). Indianapolis: Wiley (Sybex). ISBN: 978-0-470-45558-6 [Available as eBook from

    UTD Library]

    Mantel,S.J.etal.(2011).ProjectManagementinPractice,4thed.Hoboken,NJ:JohnWiley&Sons.ISBN13:9780470533017

    Morris, P. and Jamieson, A. (2004). Translating Corporate Strategy into Project

    Strategy: Realizing Corporate Strategy Through Project Management. Newtown Square,

    PA: Project Management Institute. ISBN: 1-930699-37-9 [Available on PMI eReads

    and Reference]

    Project Management Institute. (2008).A Guide to the Project Management Body of

    Knowledge, Fourth Edition. Newtown Square, PA: Project Management Institute. ISBN:

    978-1-933890-51-7 [download from PMI Standards]

    Wiegers, K. E. (2003). Software requirements, 2nd ed. Redmond, WA: Microsoft Press.

    ISBN: 0-7356-1879-8 [Available as eBook from UTD Library]

    Articles and Cases (provided in class or download from Blackboard)

    Katz, L. Case Study: Chattanooga Challenge. Richardson, TX: The University of Texas

    at Dallas

    Other books you might be interested in

    Chatfield, C. and Johnson, T. (2010).Microsoft Project 2010 Step by Step. Redmond,WA: Microsoft Press. ISBN:

    Hooks, I. F., & Farry, K. A. (2001). Customer-centered products: Creating successful

    products through smart requirements management. New York: AMACOM. [Available

    as eBook from UTD Library and PMI eReads and Reference] referenced during lecture

    Howard, D. and Chefetz, G. (2010). Ultimate Study Guide: Foundations Microsoft

    Project 2010. New York: Chefetz. ISBN: 978-1-934240-13-7.

    Wiegers, K. E. (2006).More about software requirements: Thorny issues and practical

    advice. Redmond, WA: Microsoft Press. ISBN: 0-7356-2267-1 [Available as eBook

    from UTD Library] referenced during lecture

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    OPRE6372.PJM Fall 2011 9/8/2011 Page 3

    Assignments & Academic Calendar

    Title/Date Overview Objectives

    Project Initiation

    Assignment

    This assignment asks you to

    explore the strategic fit, technicalrequirements, and socio-culturalaspects of a potential project inyour organization.

    Students will demonstrate their ability to:

    Assess project contribution to businessstrategy, purpose and plans

    Determine and document project goals andrequirements

    Consider the socio-cultural impact of theproject on stakeholders

    Complete

    instruction

    Submit youby 11:59P

    (40 points)

    Project ManagementProfessional I

    Jim Szot

    Independent Study

    This module begins the processof preparing for the ProjectManagement Institutes ProjectManagement Professionalcertification exam.

    Students who have already

    earned the PMP

    credential willbegin to prepare a researchpaper on a project managementtopic of their choice.

    Non-PMPsExplore PMIs approach to

    Modeling the process of project management

    Creating the project charter and preliminaryscope statement

    Applying professional responsibility

    PMPsIdentify a topic of interest and describe theresearch approach you intend to follow

    Non-PMPs

    Read: Hand 12, p

    Online Q(BlackboSaturda

    PMPsSubmit yapproacSaturdarequired2011. (1

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    OPRE6372.PJM Fall 2011 9/8/2011 Page 4

    Title/Date Overview Objectives

    Project ManagerCredentialing andProfessional Ethics

    Jim Szot

    Friday, Oct. 14 AM

    This module discusses projectmanager credentialing trends,requirements, and professionalethics.

    Students will be able to describe the benefits andrequirements for obtaining project managementand related specialty credentials.

    Students will be aware of the need to: Ensure individual integrity and professionalism

    by adhering to legal requirements and ethicalstandards

    Enhance individual competence withcontinuous learning

    Recommend approaches that strive for fairresolution to satisfy competing needs andobjectives

    Respect personal, ethnic and culturaldifferences

    Required

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    Review th

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    Project Managementin a GlobalEnvironment

    Lothar Katz

    Friday, Oct. 14 PM

    We explore how differences incultural values and beliefs affectproject management practices inareas such as project initiation,

    stakeholder management,progress monitoring, conflictprevention and resolution, andongoing communication.

    Students will be able to:

    Identify what cultural knowledge is critical forsuccess in cross-cultural projects

    Describe effective task balancing in global

    projects Describe techniques for preventing cultural

    friction

    Required

    Gray aProjec

    Assignmen

    As a tStudyBlackb

    Comeown in

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    Title/Date Overview Objectives

    Introduction toOrganizationalBehavior: History,

    Culture, Ethics

    Dr. Sue Freedman

    Saturday, Oct. 15 AM

    See OB6301 Syllabus

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    Title/Date Overview Objectives

    Project SelectionCriteria

    Dr. Gerald Turner

    Saturday, Oct. 15 PM

    In this module, we review thethinking and applicableprocesses for initiating andselecting projects. Wethoroughly review the followingquestions:

    Why launch projects?

    Exactly what is a project andhow does this fit into thestrategic planning andmanagement process?

    Who cares? Who are thekey stakeholders andbeneficiaries of thisprocess?

    What business value doesthe company derive fromsuccessfully conceived,

    planned, selected, executedand managed projects?

    How do we ensure thelikelihood of success on keycorporate & businessprojects

    Students will:

    Explore the world of corporate & businessprojects and initiatives

    Understand how projects are conceived andwhy through qualitative and quantitativeselection techniques

    Determine which techniques apply to certainbusiness environments, situations andscenarios and which do not... and why?

    Review the rationale for financial and/oreconomic justification for projects andprograms for the corporation, business orstrategic business unit i.e., the businesscase

    Introduce project charter concepts andfoundations

    Required

    Gray aStrate

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    StudyMoves

    Please Re

    PMBOProce

    HeldmSelect

    PrepareGray and Lcase analy

    your case beginningreference d

    Also, be prissues, riskmechanismselection pParticular eclass discuassigned c

    (7.5 points

    Decision-making inOrganizations

    Dr. Sue Freedman

    Friday, Nov. 11 AM

    See OB6301 Syllabus

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    OPRE6372.PJM Fall 2011 9/8/2011 Page 7

    Title/Date Overview Objectives

    Teams, Influence, andSocialization

    Dr. Sue Freedman

    Friday, Nov. 11 PM

    See OB6301 Syllabus

    RequirementsOverview Elicitation

    Tom Sheives

    Saturday, Nov. 12 AM

    This module introduces theoverall requirementsdevelopment and managementprocess and focuses in detail onthe importance of eliciting goodrequirements.

    Students will be able to:

    Identify and define important elements of arepeatable, systematic process used todevelop and manage different types ofrequirements

    Identify the types of requirements, and applythe characteristics of good requirements

    Define the boundaries between project scopeand product scope

    Utilize IEEE and SEI standards

    Define the spiral method of requirements

    development Identify and analyze stakeholders, their roles

    and needs

    Utilize requirement eliciting techniques

    Develop and understand real business anduser needs

    Describe the difference between features,functions, and benefits

    Describe the importance of correctly andcompletely identifying the problem to be solved

    Reading A

    Wiege

    In-class as

    Busine

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    Title/Date Overview Objectives

    RequirementsAnalysis andNegotiation

    Tom Sheives

    Saturday, Nov. 12 PM

    This module provides techniquesfor analyzing requirements toimprove the overall success ofthe project.

    Students will be able to:

    Apply a method for analyzing requirements to

    improve the overall probability of success of

    the project Identify and analyze priorities and risks for

    each requirement

    Resolve conflicting requirements

    Allocate system requirements to components

    Involve stakeholders in tradeoffs

    Reading A

    Wiege

    In-class as

    Comp

    Organizational Cultureand Design

    Dr. Sue Freedman

    Thursday, Dec. 8 AM

    See OB6301 Syllabus

    Personality,Perception, andCommunication

    Dr. Sue Freedman

    Thursday, Dec. 8 PM

    See OB6301 Syllabus

    Motivation, Rewards,and Job Design

    Dr. Sue Freedman

    Friday, Dec 9 AM

    See OB6301 Syllabus

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    Title/Date Overview Objectives

    Project PlanningTools

    Jim Szot

    Friday, Dec. 9 PM

    In this module we discuss projectplanning tools and the use ofMicrosoft Project on up-comingindividual and team

    assignments.

    Subjects will be able to:

    Describe some of the commonly used projectmanagement tools and their advantages andlimitations

    Use the basic features of Microsoft Project todevelop a project plan

    Individual

    Make used iIdentifPost BWednto clas

    Downon you

    RevieLarso

    M(hn/de

    Mhtn/

    de

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    Title/Date Overview Objectives

    RequirementsSpecification andValidation

    Tom Sheives

    Saturday, Dec. 10 AM

    This module discussestechniques for developing goodwritten specific requirements andsystematic methods for validatingrequirements.

    Students will be able to:

    Determine how to specify and documentrequirements

    Apply templates in the documentation ofrequirements

    Address common problems in specifyingrequirements

    Use tools for specifying requirements andspecification guidelines

    Identify and apply traceability techniques

    Identify and apply the validation process andbaseline requirements

    Validate the goodness of requirements

    Determine the testability of requirements writing test cases acceptance criteria

    Understand the role of prototyping and/ormodel validation

    Trace requirements to the source

    Establish guidelines for baselines

    Reading A

    Wiege

    In-class A

    RequirementsManagement andSteps toRequirementsImprovement

    Tom Sheives

    Saturday, Dec. 10 PM

    This module discusses theimportance of change control,version control, and the steps totake to implement a goodprocess in an organization.

    Students will be able to:

    Use components of requirements management

    Identify and apply the important elements of achange control process

    Identify and apply good impact analysistechniques on change requests

    Determine the importance of version controlregarding requirements

    Identify concepts in this course to apply to yourown project environment

    Understand how to assess current processes

    and environment Determine the usefulness of tools in their

    environment and identify the kinds of toolswhich may be applicable

    Reading A

    Wiege

    In-class A

    Comp

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    Grading PolicyGraded assignments should be posted to Blackboard by midnight of the day listed. Assignment links

    disappear after the due date. If you cannot complete an assignment by the due date, it is your responsibility

    to contact the instructor associated with that assignment and to inform the instructor of record of this

    communication before the assignment becomes overdue. Note that faculty members have no obligation to

    accept late assignments or to discuss the possibility of extensions or extra-credit work, but may do so if you

    have a compelling reason and discuss it with them before the assignment is due.

    Consult the OB 6301 syllabus to confirm OB 6301 assignments and due dates.

    Assignments Module Percentage Type DueDateCompanydescription

    paper

    IntrotoOB:History,

    Culture&Ethics

    (Freedman)

    OB6301(M1) Individual Oct.9

    Professional

    CertificationResearch

    andPresentation

    ProjectManager

    Credentialingand

    ProfessionalEthics(Szot)

    7.5% Individual Oct.13

    Casepreparationand

    classdiscussion

    ExecutingProjectsina

    GlobalEnvironment(Katz)5% Team Oct.14

    TheStrategythat

    WouldntTravel

    IntrotoOB:History,

    Culture&Ethics

    (Freedman)

    OB6301(M1) Team Oct.15

    ProjectSelectionCaseProjectSelectionCriteria

    (Turner)7.5% Individual Oct.15

    ProjectManagement

    ProfessionalQuiz/

    ResearchApproval

    Course

    (Szot)15% Individual Nov.5

    AmIADeliberate

    DecisionMaker?

    DecisionMakingin

    Organizations(Freedman)OB6301(M2) Individual Nov.11

    TeamandTeam

    ProcessWorksheet

    Teams,Influenceand

    Socialization(Freedman)OB6301(M3) Individual Nov.11

    RequirementsQuiz1(inclass)

    RequirementsOverviewReqtsAnalysis(Sheives)

    10% Individual Nov.12

    Collaborative

    Organization

    Assessment

    OrganizationalCultureand

    Design

    (Freedman)

    OB6301(M4) Individual Dec.4

    KarenLearyCase

    Motivation,Rewards,and

    JobDesign

    (Freedman)

    OB6301(M6) Team Dec.4

    SelfAssessments

    Personality,Perception,

    andCommunication

    (Freedman)

    OB6301(M5) Individual Dec.8

    PPCWorksheetA&B

    Personality,Perception,

    andCommunication

    (Freedman)

    OB6301(M5) Team Dec.8

    PMToolsProjectPlanningTools

    (Szot)5% Individual Dec.7

    RequirementsQuiz2RequirementsOverview

    ReqtsAnalysis(Sheives)10% Individual Dec.10

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    Assignments Module Percentage Type DueDateProjectInitiation

    AssignmentCourse 40% Individual Dec.14

    OnlineAssessment

    Motivation,Rewards,and

    JobDesign

    (Freedman)

    OB6301(M6) Individual Dec.18

    Technical Support

    For assistance with Blackboard, Adobe Connect, and other Project Management Program

    technology issues, e-mail Wei Wang [[email protected]] and Debbie Samac

    [[email protected]]. Note that Wei and Debbie cannot help you with your UTD account,

    including email access issues.

    If you experience any problems with your UTD account, send an email to [email protected] or

    call the UTD Computer Helpdesk at 972-883-2911. Do not contact the UTD ComputerHelpdesk for questions about or problems with Blackboard or Adobe Connect. They cannot

    help you these products are supported by the Project Management Program.

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    OPRE6372.PJM Fall 2011 9/8/2011 Page 13

    University Policies

    Student Conduct & Discipline

    The University of Texas System and The University of Texas at Dallas have rules and regulations

    for the orderly and efficient conduct of their business. It is the responsibility of each student and

    each student organization to be knowledgeable about the rules and regulations which governstudent conduct and activities. General information on student conduct and discipline is contained

    in the UTD printed publication,A to Z Guide, which is provided to all registered students each

    academic year.

    The University of Texas at Dallas administers student discipline within the procedures of

    recognized and established due process. Procedures are defined and described in theRules and

    Regulations, Series 50000, Board of Regents, The University of Texas System, and in Title V,

    Rules on Student Services and Activities of the universitysHandbook of Operating

    Procedures. Copies of these rules and regulations are available to students in the Office of the

    Dean of Students, where staff members are available to assist students in interpreting the rules and

    regulations (SU 1.602, 972/883-6391) and online at

    http://www.utdallas.edu/judicialaffairs/UTDJudicialAffairs-HOPV.html

    A student at the university neither loses the rights nor escapes the responsibilities of

    citizenship. He or she is expected to obey federal, state, and local laws as well as the Regents

    Rules, university regulations, and administrative rules. Students are subject to discipline for

    violating the standards of conduct whether such conduct takes place on or off campus, or whether

    civil or criminal penalties are also imposed for such conduct.

    Academic Integrity

    The faculty expects from its students a high level of responsibility and academic honesty. Because

    the value of an academic degree depends upon the absolute integrity of the work done by the

    student for that degree, it is imperative that a student demonstrate a high standard of individual

    honor in his or her scholastic work.

    Scholastic Dishonesty, any student who commits an act of scholastic dishonesty is subject to

    discipline. Scholastic dishonesty includes but is not limited to cheating, plagiarism, collusion, the

    submission for credit of any work or materials that are attributable in whole or in part to another

    person, taking an examination for another person, any act designed to give unfair advantage to a

    student or the attempt to commit such acts.

    Plagiarism, especially from the web, from portions of papers for other classes, and from any other

    source is unacceptable and will be dealt with under the universitys policy on plagiarism (see

    general catalog for details). This course will use the resources of turnitin.com, which searches the

    web for possible plagiarism and is over 90% effective.

    Copyright Notice

    The copyright law of the United States (Title 17, United States Code) governs the making of

    photocopies or other reproductions of copyrighted materials, including music and software.

    Copying, displaying, reproducing, or distributing copyrighted works may infringe the copyright

    owners rights and such infringement is subject to appropriate disciplinary action as well as

    criminal penalties provided by federal law. Usage of such material is only appropriate when that

    usage constitutes fair use under the Copyright Act. As a UT Dallas student, you are required to

    follow the institutions copyright policy (Policy Memorandum 84-I.3-46). For more information

    about the fair use exemption, seehttp://www.utsystem.edu/ogc/intellectualproperty/copypol2.htm

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    Email Use

    The University of Texas at Dallas recognizes the value and efficiency of communication between

    faculty/staff and students through electronic mail. At the same time, email raises some issues

    concerning security and the identity of each individual in an email exchange. The university

    encourages all official student email correspondence be sent only to a students U.T. Dallas email

    address and that faculty and staff consider email from students official only if it originates from aUTD student account. This allows the university to maintain a high degree of confidence in the

    identity of all individual corresponding and the security of the transmitted information. UTD

    furnishes each student with a free email account that is to be used in all communication with

    university personnel. The Department of Information Resources at U.T. Dallas provides a method

    for students to have their U.T. Dallas mail forwarded to other accounts.

    Withdrawal from Class

    The administration of this institution has set deadlines for withdrawal of any college-level courses.

    These dates and times are published in that semester's course catalog. Administration procedures

    must be followed. It is the student's responsibility to handle withdrawal requirements from any

    class. In other words, I cannot drop or withdraw any student. You must do the proper paperwork

    to ensure that you will not receive a final grade of "F" in a course if you choose not to attend theclass once you are enrolled.

    Student Grievance Procedures

    Procedures for student grievances are found in Title V, Rules on Student Services and Activities,

    of the universitysHandbook of Operating Procedures.

    In attempting to resolve any student grievance regarding grades, evaluations, or other fulfillments

    of academic responsibility, it is the obligation of the student first to make a serious effort to

    resolve the matter with the instructor, supervisor, administrator, or committee with whom the

    grievance originates (hereafter called the respondent). Individual faculty members retain

    primary responsibility for assigning grades and evaluations. If the matter cannot be resolved at

    that level, the grievance must be submitted in writing to the respondent with a copy of therespondents School Dean. If the matter is not resolved by the written response provided by the

    respondent, the student may submit a written appeal to the School Dean. If the grievance is not

    resolved by the School Deans decision, the student may make a written appeal to the Dean of

    Graduate or Undergraduate Education, and the deal will appoint and convene an Academic

    Appeals Panel. The decision of the Academic Appeals Panel is final. The results of the academic

    appeals process will be distributed to all involved parties.

    Copies of these rules and regulations are available to students in the Office of the Dean of

    Students, where staff members are available to assist students in interpreting the rules and

    regulations.

    Incomplete Grade Policy

    As per university policy, incomplete grades will be granted only for work unavoidably missed at

    the semesters end and only if 70% of the course work has been completed. An incomplete grade

    must be resolved within eight (8) weeks from the first day of the subsequent long semester. If the

    required work to complete the course and to remove the incomplete grade is not submitted by the

    specified deadline, the incomplete grade is changed automatically to a grade ofF.

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    Disability Services

    The goal of Disability Services is to provide students with disabilities educational opportunities

    equal to those of their non-disabled peers. Disability Services is located in room 1.610 in the

    Student Union. Office hours are Monday and Thursday, 8:30 a.m. to 6:30 p.m.; Tuesday and

    Wednesday, 8:30 a.m. to 7:30 p.m.; and Friday, 8:30 a.m. to 5:30 p.m.

    The contact information for the Office of Disability Services is:

    The University of Texas at Dallas, SU 22

    PO Box 830688

    Richardson, Texas 75083-0688

    (972) 883-2098 (voice or TTY)

    [email protected]

    If you anticipate issues related to the format or requirements of this course, please meet with the

    Coordinator of Disability Services. The Coordinator is available to discuss ways to ensure your

    full participation in the course. If you determine that formal, disability-related accommodations

    are necessary, it is very important that you be registered with Disability Services to notify them of

    your eligibility for reasonable accommodations. Disability Services can then plan how best to

    coordinate your accommodations.

    It is the students responsibility to notify his or her professors of the need for such an

    accommodation. Disability Services provides students with letters to present to faculty members

    to verify that the student has a disability and needs accommodations. Individuals requiring special

    accommodation should contact the professor after class or during office hours.

    Religious Holy Days

    The University of Texas at Dallas will excuse a student from class or other required activities for

    the travel to and observance of a religious holy day for a religion whose places of worship are

    exempt from property tax under Section 11.20, Tax Code, Texas Code Annotated.

    The student is encouraged to notify the instructor or activity sponsor as soon as possible regardingthe absence, preferably in advance of the assignment. The student, so excused, will be allowed to

    take the exam or complete the assignment within a reasonable time after the absence: a period

    equal to the length of the absence, up to a maximum of one week. A student who notifies the

    instructor and completes any missed exam or assignment may not be penalized for the absence. A

    student who fails to complete the exam or assignment within the prescribed period may receive a

    failing grade for that exam or assignment.

    If a student or an instructor disagrees about the nature of the absence [i.e., for the purpose of

    observing a religious holy day] or if there is similar disagreement about whether the student has

    been given a reasonable time to complete any missed assignments or examinations, either the

    student or the instructor may request a ruling from the chief executive officer of the institution, or

    his or her designee. The chief executive officer or designee must take into account the legislative

    intent of TEC 51.911(b), and the student and instructor will abide by the decision of the chief

    executive officer or designee.

    These descriptions and timelines are subject to change at the discretion of the Professor.