California State University, Hayward

Hong Kong MBA Program

MGMT 611O Business Forecasting

Dr. Z. Radovilsky

C O U R S E  O U T L I N E

COURSE OBJECTIVES

This course will present a systematic and in-depth study of the modern principles and applications of business forecasting employed in operations,  marketing, finance and other business functions.  The main purpose is to develop important management skills in identifying appropriate quantitative methods and developing best forecasts to successfully managing business decisions. The emphasis is also made on utilizing modern forecasting techniques and computer software. 

COURSE CONTENT

Introduction to Forecasting

Science and art of forecasting. Forecasting categories. Principles and steps in forecasting. Forecasting software. Using Excel and Minitab in forecasting. 

Statistical concepts

Statistical concepts applied in forecasting. Quantitative data and variables. Descriptive statistics: measures of central tendency and variations.  Mean and standard deviation. Descriptive statistics in Excel and Minitab. Normal distribution and its properties. Statistical inference: interval estimate and hypothesis testing. Correlation coefficient. Utilizing statistical analysis in Excel and Minitab. 

Identifying Data Patterns and Choosing Forecasting Method

Historical data patterns: stationary, trend, seasonal, and cyclical.  Using autocorrelation coefficients and correlograms to identify data patterns. Developing correlograms in Minitab. Forecast error and forecast accuracy. Measures of forecast accuracy. Utilizing accuracy measures in Excel and Minitab.  Choosing the best forecasting technique. 

Simple forecasts. Moving Average and Smoothing Techniques

Simple forecasting techniques: why use them?  Naive and simple average (mean) forecasts. Moving averages forecast. Simple exponential smoothing. Exponential smoothing adjusted for trend--Holt's method. Exponential smoothing adjusted for trend and seasonality--Winter's method. Utilizing Excel and Minitab to developing moving average and exponential smoothing forecasts.  

Time Series Decomposition

Introduction to time series decomposition: multiplicative and additive models. Forecasting with trend and seasonality. Deseasonalized data. Identifying seasonal indexes. Forecasting with cyclical variations. developing time series decomposition in Excel and Minitab.

Simple and Multiple Regression Analysis

Definition of regression analysis and its characteristics. Simple linear regression and its development in Excel and Minitab. Analyzing regression equation: coefficient of determination, regression coefficient and intercept, F-statistic, and standard error of estimate. Identifying forecast estimate with standard error of forecast.  

Defining multiple regression analysis. Developing and analyzing multiple linear regression in Excel and Minitab. Multiple regression with binary (dummy) variables.  Multicollinearity: how to identify and remove it. Utilizing Minitab in detecting and removing multicollinearity.   

Regression with Time Series Data 

Autocorrelation (serial correlation) in time series: definition and why it occurs. First order serial correlation. Durbin-Watson statistic to detect autocorrelation. Methods to remove autocorrelation in time series data. Developing regression of time series in Excel and Minitab. 

TEXT

bullet Business Forecasting, by J. E. Hanke, D.W. Wichern, and A.G. Reitsch, Seventh Edition, Prentice Hall, 2001.  

SOFTWARE

bullet Microsoft Excel 2000 or '97 

COURSE WEB PAGE

bullet The course web page will be available on or after July 18. The course web page contains all course materials including PowerPoint lecture materials, Excel files, etc.  
bullet To access  to course web page, go to the instructors web page at http://www.sbe.csuhayward.edu/~zradovil and then click on the link MGMT6110 (Hong Kong). 
bullet The course web page is password protected. Please, read instruction about your user name and password prior to accessing the page. 

SCHEDULE

Session Day Topic Chapter
1 Sunday,  July 29 Introduction to Forecasting

A Review of Basic Statistical Concepts

Exploring Data Patterns and Choosing  a Forecasting Technique

Chs. 1, 2, 3
2 Monday, July 30 Moving Averages and Smoothing Methods Ch. 4 

Case study # 1 is assigned (Due on August 5)

3 Tuesday, July 31 Moving Averages and Smoothing Methods Ch. 4
4 Thursday, August 2 Time Series Decomposition Ch. 5

In-class quiz #1 

5 Friday, August 3 Simple Linear Regression Ch. 6

Case study #2 is assigned (Due on August 8)

6 Saturday, August 4 Multiple Regression Analysis Ch. 7

In-class quiz #2

7 Sunday,  August 5 Regression of Time Series Data

Conclusion of the course

Ch.8
Saturday, August 18 Course project is due

REQUIRED ASSIGNMENTS

bullet The case studies and their requirements will be presented by the instructor during the class sessions.

PROJECT

bullet The course project is due on August 18. The project requirements will be discussed at the fist class session.

GENERAL INFORMATION

Telephone (510) 885-3302
E-mail zradovil@csuhayward.edu
Instructor's web page www.sbe.csuhayward.edu/~zradovil
Course web page Will be available on or after July 18  (go to the instructor's web page to see instructions and the link to the course page)

GRADING SYSTEM

The final grade in the course will be based on the maximum of 500 points with the following breakdown:

bullet Two case studies handed in, 75 points maximum each for a total of 150 points. 
bullet Two in-class quizzes, 50 points maximum each for a total of 100 points.
bullet Class attendance and participation, 50 points maximum. 
bullet Course project for 200 points.

The final grades will be as following:

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"A"--450 points and up

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"A-"--435-449 points

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"B+"--420-434 points

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"B"--400-419 points

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"B-"--385-399 points

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"C+"--370-384 points

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"C"--350-369 points

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"C-"--335-349 points