Strategic Leadership Program – Online Manual
Contents
1. Strategic Leadership Program Website User s Manual Candidate s Version This manual should be downloaded and printed for future reference Effective September 2003 Updated September 24 2003 Table of Contents we NERO GUI CU OM estas cece cece at eset at cast Sat oat Sate att EE O fase tats T facut 1 1 1 Program Objective 22 cececccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeetes 1 1 2 The Electronic Delivery Method cc cceeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 1 Technical Requirements 2o 556 560 cc seas dedeccad dade secs deGedecsdadecccechiseeasdednecasseds 2 2 1 System Requirement ccccccccccceeeeseeeeeeeeeeeeeeeeseeeeeeeeeeeeeaeeeess 2 2 2 Browser REquireMents cccccccccceeeeeeeeeeeeeeeeeeeeeeeceeeeeeeeeeeeaeneeees 2 2 3Accessing SLP Content FileS sce iccsreedeecgeeedeecgeeeseeegeeedeeageeedeeaneeedenent 2 Login Procedures 5 22 5 at e5 ee ct ask Sect ae Sect aed aoe ade ade Seances 4 Updating Your SLP Password or E Mail Address 00 5 Submitting an Assignment 0 0 eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 6 5 1 Guidelines Report Formatting cceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 6 5 2 Guidelines Naming Assignment Files and File Size 008 6 5 3 How to Submit an Assignment eee cece cece eee e teeter eeeeeeeeeeeeeeeees 6 5 4 Confirmation of Assignment SUDMISSION cee eeeeeeeeee2. Other Links On the Online Library home page candidates will also find convenient links to CMA Canada s Management magazine the Strategic Management Accounting Practices and the Management Accounting Standards 8 6 Exiting the Online Library Use the Back to SLP icon in the left hand menu to return to the SLP website as the browser s back button and the Logout icon will not perform this function within the library CMA Canada 11 Strategic Leadership Program Web site User s Manual 9 Common Problems 9 1 Login Difficulties Error Message on Login If you receive a User Not Found message after attempting to login ensure that you are using your correct User Name and Password and in the appropriate order member number first then firstnametlastname Did you change your password recently If you forget your password or you are sure you are using the correct login codes but still cannot enter the site call your provincial office They can check your SLP profile for you 9 2 Printing PDF Files If you have problems printing PDF files with Adobe Acrobat try UNchecking the Fit to Page box in the print options If the text does not appear during printing just the borders and headings try checking the Print as Image box in the print options Only use these options if you are having difficulty printing as not all users are required to make these adjustments it is dependent on individual systems If you ha
3. files 5 File size is restricted to 1 6 mb Larger files will not load Large files take a long time to submit and the file could become corrupted during upload To avoid excessively large files do not scan or import graphics and images into your document Instead all graphs and diagrams should be created using Word software 5 3 How to Submit An Assignment 1 Complete your assignment save it in one of the approved formats and name it per the guidelines above CMA Canada 6 Strategic Leadership Program Web site User s Manual N Click on the pertinent module and select the Case Study Management Report or Research Report icon in the left hand menu Click on Assignment Submission Form A new page will open Click the Browse button at the bottom of the page Locate your saved assignment document on your computer Click Submit to submit your assignment Repeat this process for additional files You can delete and resubmit a file up until your group s assignment due date except if it has already been accessed by your moderator marker ONDOARW 5 4 Confirmation of Assignment Submission You will receive an immediate confirmation message that your assignment has been submitted to the site A list of all the files you have submitted for that assignment will appear in the pertinent Assignment Submission Form page where the file was originally submitted You may click on these link s to open the fi
4. will open within your browser window RIGHT click on the link if you wish to download it to your hard drive 6 All assignments and feedback files will remained stored in the SLP Web site for the duration of the program CMA Canada 8 Strategic Leadership Program Web site User s Manual 7 Posting and Accessing Messages Discussion Group One of the great benefits of the SLP Web site is the ability to easily discuss SLP topics with candidates in your own group or with those across the country 7 1 Group Messages This section of the Discussion Group includes messages from your own SLP group members moderators and the national and provincial offices of CMA Canada Messages posted here can only be viewed by the members of your group 1 Click on Discussion Group in the left hand menu of the Candidate Home Page 2 Click on your group code i e O3AB01 3 If you would like to post a new message click on New Post type your message in the text box and then click Ok 4 To view the messages waiting under the group heading select and click on one from the list A new page will appear with the original message and links to any replies 5 To reply publicly click on Reply after opening the message 6 To reply privately click on the e mail icon to the right of the name of the person who posted the message and respond by e mail 7 2 National Messages This page allows you to participate with other candid
5. ates and moderators from across the country in discussions on topics related to the Strategic Leadership Program Messages posted here will be seen by all candidates and moderators across the country 1 Click on Discussion Group in the left hand menu of the Candidate Home Page 2 Click on one of the topic areas appearing under the National heading 3 Follow instructions from section above for posting a new message or reply 7 3 Adding Attachments to Your Postings The ability to add an attachment to a Discussion Group posting is now available To add an attachment you must be in the New Post screen Below the message box there is now a File selection called Click here to upload When this is clicked another box will open up that gives the ability to add a file from your hard drive using the Browse function Once the file has been selected click OK and the file will be added to the attachment Note Attachments cannot exceed 100K in size CMA Canada 9 Strategic Leadership Program Web site User s Manual 7 4 Posting Etiquette CMA Canada s Discussion Group pages subscribe to common Internet policies on message posting Users are expected to maintain a professional demeanour and display courtesy and respect toward all participants CMA Canada staff review postings on a regular basis Messages with inappropriate language or with content unrelated to SLP academic issues will be removed CMA Canada 10 Strategi
6. c Leadership Program Web site User s Manual 8 Online Library 8 1 Introduction to the Library The Online Library is a comprehensive collection of articles taken from a variety of publication sources including but not limited to CMA Canada s Strategic Management Accounting Practices Harvard Business Review Sloan Management Review and the Journal of Cost Management The articles are listed alphabetically within categories and sub categories that follow the order of the three phases of the Strategic Management Process o Strategy Formulation o Strategy Implementation o Strategy Evaluation and Control 8 2 Search Function The Library includes a search function that will enable you to search for articles by the above categories by topic by author or by article title Click on the Search button located at the top right of the Library page to initiate a search 8 3 Articles in Modules As you proceed through the Candidate Notes for each Module in the SLP program you will be referred to articles in the Online Library Links to these key articles are provided in the Introduction to the Candidate Notes of each Module 8 4 Other Articles To assist with further understanding of the material and to aid in research other articles can be found in the Online Library using either the search function or scrolling through the various categories in the list You are encouraged to refer to these articles and download them as required 8 5
7. catlocbinatt sch eetlentdsnslaeilenthaaebeatlaatlaecladdeales 12 9 3 Switching between Language Versions eserererrrrrrrrrrrrrrrreee 12 9 4 When You Need Technical ASSIStANCe ccceeceececceeeeceeceeeees 12 Strategic Leadership Program Web site User s Manual 1 Introduction The Strategic Leadership Program To achieve the CMA designation candidates must progress through the two year Strategic Leadership Program the SLP concurrent with full time employment This innovative professional program delivered and monitored electronically through the Internet focuses on contemporary and emerging strategic management and management accounting practices while developing the communication interpersonal and leadership skills essential for today s management professional 1 1 Program Objective The CMA Strategic Leadership Program contributes to shaping CMAs as financial and strategic management professionals to lead successful enterprises The content structure and delivery of the program are all designed to hone the strategic leadership capabilities of candidates and ensure they bring an integrating perspective to organizational decision making After completing the program it is intended that candidates understand how tools in the areas of strategy management accounting operations management financial management marketing and information technology jointly inform and guide strategic planning and impl
8. d to the large Case Study and Management Reports the text portions should be created in Word as outlined below but additional files for exhibits created with other packages Excel for example may also be submitted 5 1 Guidelines Report Formatting The text portion of your Management Report e Project should be submitted in a current version of Microsoft Word If you do NOT have Microsoft Word should you use e RTF Rich Text Format or e Text Only Format RTF may not translate well when opened Text Only works well but most report formatting will be lost Please note that even between users who have the same Word package there can be small changes to font size document appearance and margin alignment when the report is opened Users who do NOT share the same word processing package will notice even more of a differentiation when opening another user s report This is an unavoidable aspect of sharing viewing other users files on the Internet 5 2 Guidelines Naming Your Assignment Files and File Size 1 Please do not include spaces or punctuation characters hash marks apostrophes exclamation points etc in your file names 2 Use only letters numbers dashes and underscores shift dash 3 Be sure to include your last name when you name your assignment file It makes it easier for your moderator to tell whose assignment is whose 4 Your provincial office may provide further guidelines for the naming of assignment
9. eeeeeeeeeeeeeee 7 5 5Deletion of Assignments 2 2 sseeeeeeeeeeeeeeseneteeeeesetteeeeneneeeneees 7 5 6 Submitting the Integrative Case and the Board Report 7 Accessing Grades and Feedback 0 0 ccc eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 8 6 1 How to Access Grades eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 8 6 2 How to Access Additional Feedback eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 8 Posting and Accessing Messages Discussion Group 9 Co GROUP Messages a det act ohne wit ela pata A HR aie 9 7 2 National Messages cisccisicss eed iieinnnends 9 7 3Adding Attachments to your postings ccc eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 9 7 4Posting EIQ UCHS e258 sc ssa osha hua aoe ate aad aaa ads 10 Online Library eos ee ne Re re er Rr ee ae 11 8 1 Introduction to the Library cs cc0sss ecseesdeeseeesdeeteeeeteeeeeeteeees 11 8 2 Search Function ceeceeeeeeeeeeeeteeeeeeeeeeeeeeeeeeeeeeeeeeeeeseneeeeenenees 11 8 3 Articles in Modules 2 5 2226 cc eet GR ec oete Geach G eesti 11 8 4 Other Anicle nen ce3ckene nee hoe enone nee eee 11 8 05 Other LINKS cbs eee ee e a a ee E EEE 11 8 6 Exiting the Online Library cnc ewne aan ene ene ne eine el 11 Common Problems cs2ccseccs cedecesccediccnccedeceperedecenccedeceneredecenccedevenecedece 12 91 Login Difficulties s2ncnt nee Re eRe 12 9 2 Printing DF Riles 2se3cse de
10. ementation through all phases of a product or service life cycle 1 2 The Electronic Delivery Method CMA Canada s Strategic Leadership Program is delivered through the Internet All material content and assignments are posted and updated through a member ID protected Web site The site allows for communication among members moderators and CMA Canada staff it allows candidates to access all content material and to monitor their own progress as the grades are posted The benefits of such a delivery method are far reaching and include 1 Enabling candidates to access readings and notes from anywhere without the need of transporting textbooks and lesson notes to different locations 2 Enabling candidates to submit assignments and reports instantaneously eliminating the need for mailing Allows them to resubmit their assignment until the due date 3 Enabling candidates to participate in discussion groups on SLP related issues and topics with their own group or with candidates across the country 4 Enabling candidates to adjust the pace of their learning for instance working ahead on a later module to accommodate work and personal time constraints 5 Enabling candidates to receive their grades more efficiently on line 6 Allowing moderators to mark reports and submit feedback and grades through the Web site directly to each candidate CMA Canada Strategic Leadership Program Web site User s Manual 2 Technical Requirem
11. ents The following information as well as direct links to the SLP Help Link and free software downloads can all be found in the SLP Web site in the Support page accessed from the top left corner of any page of the SLP site 2 1 System Requirements To get the most from the Program it is recommended that your computer meets the following minimum specifications Please note these are the minimum recommended requirements Using a system with only the minimum requirements can result in slow loading of pages etc Hardware e Hardware Pentium Ill 128 MB Memory RAM or PowerPC Mac e Resolution 800 x 600 e Operating System Windows 98 Second Edition or Mac OS 7 5 e Internet Connectivity 56 kbps Modem Remember These are the minimum recommended requirements Using a computer system with the following recommended specifications will result in better overall performance Hardware Pentium IV 256 MB Memory RAM Resolution 1024 x 768 maximum colours Operating System Windows XP 2000 ME Internet Connectivity High Speed ADSL or Cable Microsoft Office 2000 2 2 Browser Requirements This site is best viewed using either Internet Explorer v 6 0 or higher or Netscape v 6 2 or higher Your browser must be set to receive cookies You can download the latest versions of these Web browsers at the following locations Netscape Navigator http nome netscape com computing download index html Explorer http www m
12. icrosoft com windows ie 2 3 Accessing SLP Content Files Most of the Candidate Notes articles and resources in the SLP site are in a file format called PDF To read these files you need a free piece of software called the Adobe CMA Canada 2 Strategic Leadership Program Web site User s Manual Acrobat Reader To download the free Adobe Acrobat reader go to http www adobe com products acrobat readstep html Other files throughout the site memos feedback files from moderators instructions from your provincial staff etc may be in one of a number of formats Word documents PDF files See previous paragraph Excel or PowerPoint Word documents and PDF files can either be opened within your browser window or downloaded and saved to your hard drive right click on the link Any PowerPoint presentation files require a Plug In A plug in is a piece of software that works with your Web browser allowing you to view the file within your browser window You can download the latest version of the required plug in at http office microsoft com downloads 9798 Ppview97 aspx Windows only Mac users must have the full PowerPoint application to view PowerPoint files CMA Canada 3 Strategic Leadership Program Web site User s Manual 3 Login Procedures The following instructions have been prepared to provide guidance on entering the Strategic Leadership Program Web site 1 Go to the SLP Web site www cma slp com 2 E
13. le s and confirm that assignment submission was successful You may also click on Candidate Progress from the Candidate Home Page A submission date will appear in the pertinent column if your assignment was recorded as submitted to the site and you can click on the component name i e Module 1 Management Report to access the file 5 5 Deletion of Assignments You may delete and resubmit the files submitted for your assignments up to the due date except if your moderator has already accessed them To delete a file click on the desired component Case Study Management Report or Research Report in the left hand menu of the pertinent module A list of the file s you have submitted will appear in the Assisgnment Submission Form found there Click on the Remove icon and the file will be immediately deleted You may then resubmit the correct version You may also delete your files from the Candidate Progress page 5 6 Submitting the Integrative Case and the Board Report The Integrative Case and the Board Report are prepared in small groups and marked nationally rather than prepared individually and graded by a moderator marker They are the only assignments in the Strategic Leadership Program which are not submitted electronically These two major reports submitted in hard copy and on CD are submitted to your provincial office and the provincial staff will confirm receipt should your group need to check on this The I
14. ntegrative Case marks are posted in the SLP Web site approximately 60 days after the due dates The Board Report marks are sent to the provincial offices for release to all candidates CMA Canada 7 Strategic Leadership Program Web site User s Manual 6 Accessing Grades and Feedback 6 1 How to Access Grades 1 Click on Candidate Progress in the left hand menu of the Candidate Home Page 2 It will take a few seconds to load your current progress report 3 Grades are listed by module and component 6 2 How to Access Additional Feedback Some moderators markers will submit the annotated marked assignment to the Web site for the candidates review AND OR a marking key and feedback To access this feedback 1 Click on Candidate Progress in the left hand menu of any SLP Web site page 2 It will take a few seconds to load your current progress report 3 If there is only one feedback file for a component it can be accessed directly from this main Candidate Progress page If there is more than one feedback file then a notation to this effect will appear on the page and you can enter the component page to access the files As follows 4 Click on the pertinent component i e Module 1 Management Report You will now be taken to a detailed feedback page Any feedback files or annotated reports from your moderator will be listed at the bottom of the page 5 Click on the link to the feedback file you wish to access and it
15. nter USER NAME This is your 6 or 7 digit member number 3 Enter PASSWORD This is your given name plus surname without spaces or capital letters Example johnsmith Initially this password is generated by the system We suggest you change your password when you first log on to the site for security purposes 4 Click on Login or hit the Enter key You should now be at the Candidate Home Page CMA Canada 4 Strategic Leadership Program Web site User s Manual 4 Updating Your SLP Password or E Mail Address Once you gain initial access to the SLP Web site you may and are encouraged to change your password for security purposes You may also update your e mail address should that change at any time during the Strategic Leadership Program Your moderator marker may need to contact you through the SLP Web site and this can only be done if your e mail address is on file and kept current 1 Click on Update Profile in the left hand menu of the Candidate Home Page 2 Complete the appropriate fields for changing your password or e mail address 3 Click on Update CMA Canada 5 Strategic Leadership Program Web site User s Manual 5 Submitting an Assignment The following sections provide details on the formatting and naming of the SLP assignments Case Study Management Reports Research Reports which are submitted electronically through the site for marking and the process for Web site submission With regar
16. tted to the SLP Help Link after hours on weekends or on statutory holidays will be responded to first thing in the morning on the next business day CMA Canada 13
17. ve trouble opening PDF files within your browser try RIGHT clicking on the file s link click and hold for Mac users and save the file to your hard drive 9 3 Switching between Language Versions The language version that a candidate first accesses the site in will then be associated to that user s profile The chosen language will automatically load each subsequent time that a candidate logs in to the SLP site To then switch back to the other language log in to the site click the Logout icon in the top left corner and the login page will load again Click on the language button in the top banner of this page English of Fran ais depending which language is being accessed and then the alternate language version will load 9 4 When You Need Technical Assistance Where to Find Help 1 Check the FAQ pages accessed from your Candidate Home Page The questions and answers posted here cover a wide range of issues 2 Contact the SLP Help Link at slo cma canada org When communicating your problem please include the following CMA Canada 12 Strategic Leadership Program Web site User s Manual your name and member number the provincial society to which you belong a description of the technical problem and a list of your system specifications Windows or Mac the browser and version The SLP Help Link Hours The SLP Help Link is available Monday through Friday 8 30 am to 4 30 pm EST Messages submi
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