課程資訊
課程名稱
競爭情報
Competitive Intelligence 
開課學期
111-2 
授課對象
文學院  圖書資訊學系  
授課教師
羅思嘉 
課號
LIS5061 
課程識別碼
126 U1300 
班次
 
學分
3.0 
全/半年
半年 
必/選修
選修 
上課時間
星期二7,8,9(14:20~17:20) 
上課地點
圖資編目室 
備註
U選課程,學士班與碩士班學生均可選修
總人數上限:30人 
 
課程簡介影片
 
核心能力關聯
核心能力與課程規劃關聯圖
課程大綱
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課程概述

競爭情報(Competitive Intelligence, CI)是指稱有價值的訊息,也可指稱蒐集資訊,並將資訊轉譯為有價值的訊息,用以輔助機構佈局與策略決策的過程。課程將以CI團隊必須掌握之關鍵知識與技能為討論的核心,包括情報使用者及其需求、辨識情報資訊來源與檢索、獲取市場資訊的方法與分析、以及將結果轉譯為可做為決策參考的訊息。 

課程目標
課程目標是使修習本課程同學具備下列能力,
- 掌握競爭情報的理論與實務;
- 具備訊息資源之相關知識與獲取技能
- 了解、評估和善用相關技巧、技術和工具;
- 為特定組織設計競爭情報計畫
 
課程要求
課程參與
文獻閱讀
個人作業、小組作業
CI 計畫
學習筆記 
預期每週課後學習時數
2-3小時 
Office Hours
另約時間 備註: 請與課程教師聯繫確認面談時間。 
指定閱讀
Benyoub, F. (2021). The competitive intelligence playbook: How to build, manage, and optimize a competitive intelligence program.
Hakansson, C., & Nelke, M. (2015). Competitive intelligence for information professionals. Chandos Publishing. (ScienceDirect)
Miller, J., & the Business Intelligence Braintrust. (2001). Millennium intelligence: Understanding and conducting competitive intelligence in the digital age. Cyberage.
Sharp, S. (2009). Competitive intelligence advantage: How to minimize risk, avoid surprises, and grow your business in a changing world. Wiley.
Tyson, K. (2010). The complete guide to competitive intelligence. 5th Ed. Chicago, IL: Leading Edge Publication. 
參考書目
TBA 
評量方式
(僅供參考)
 
No.
項目
百分比
說明
1. 
個人作業 
20% 
資訊檢索 
2. 
小組作業 
30% 
CI計畫分析 
3. 
期末報告 
35% 
主題、資料與建議書 
4. 
參與及學習筆記 
15% 
課程討論及演講筆記 
 
針對學生困難提供學生調整方式
 
上課形式
作業繳交方式
學生與授課老師協議改以其他形式呈現
考試形式
書面(口頭)報告取代考試
其他
由師生雙方議定
課程進度
週次
日期
單元主題
第1週
2/21  課程簡介
Introduction to course of Competitive Intelligence

競爭情報基本概念與重要性
Introduction to Competitive Intelligence

Hakansson & Nelke: The value of competitive intelligence;
Sharp: Defining and refining competitive intelligence;
Tyson, Introduction 
第2週
2/28  No Class 
第3週
3/7  競爭情報歷程: PCMAC
Intelligence Process

Hakansson & Nelke: From start to end; Plan and prioritize;
Tyson, Design the CI process

Preview PEST 
第4週
3/14  競爭情報決策個案報告與環境掃描
Topic report on CI project and PEST (15-20 minutes)

PEST
Readings: 1. Cox, J. (2021). The higher education environment driving academic library strategy: A political, economic, social and technological (PEST) analysis. The Journal of Academic Librarianship, 47(1), 102219.
Michnik, K. (2015). Public library managers' descriptions of political attention. Library Management, 36(8/9), 673-684.
Yuksel, I. (2012). Developing a multi-criteria decision making model for PESTEL analysis. International Journal of Business and Management, 7(24), 52-66. 
第5週
3/21  競爭情報資訊搜尋
Capture and management, intelligence research
Hakansson & Nelke: Capture and management
Bemupib: Sourcing, Web, social media/Field/Event Intelligence
Tyson: Gathering published/Internal/External Information

Practice and preview on information for your project 
第6週
3/28  競爭情報資訊搜尋:技術資訊搜尋與分析
Intelligence research: technology information

專利資訊搜尋與分析 TIPO/USPTO 
第7週
4/4  No Class 
第8週
4/11  Guest speaker, Competitive intelligence of information professionals (TBA)
 
第9週
4/18  Guest speaker, Patent analysis and strategic planning 
第10週
4/25  競爭情報資訊搜尋:公開資訊搜尋
Intelligence research: External information

Market Observation Post System, Statistics and Legal information
Practice and preview on information for your project 
第11週
5/2  競爭情報分析 I
Intelligence analysis I: SWOT, Benchmarking, Porter’s five forces
Hakansson & Nelke: Tools and Methods
Miller: Analytical models and techniques

SWOT
Lavranos, C., Manolitzas, P., Kostagiolas, P., & Grigoroudis, E. (2020), Studying musical creativity for managing music library services. Library Management, 41(8/9), 745-763.

Benchmarking
Siguenza-Guzman, L., Auquilla, A., Van den Abbeele, A., & Cattrysse, D. (2016). Using time-driven activity-based costing to identify best practices in academic libraries. The Journal of Academic Librarianship, 42, 232-246.

Five Forces 
第12週
5/9  Guest speaker, Industrial innovation and flow of talents 
第13週
5/16  競爭情報分析 II
Intelligence analysis II: Scenario planning, Key performance indicators
Hakansson & Nelke: Tools and Methods
Miller: Analytical models and techniques

Scenario planning
Adams, M. J., Finch, M., & Gamble B. (2022). More than a game: Scenario planning, imagination, and th public library's future. Public Library Quarterly,
Key performance indicators
isano, D. (2007). Quality and process indicators. In Management by measurement designing key indicators and performance measurement systems (chap. 1, pp. 1-20). Berlin, Heidelberg : Springer-Verlag Berlin Heidelberg.
Tribelhorn, S. K. (2023). Preliminary investigation of sustainability awareness and activities among academic libraries in the United States. The Journal of Academic Librarianship, 49(3), 102661. 
第14週
5/23  Intelligence analysis III: AIDA, SMART
Hakansson & Nelke: Tools and Methods

AIDAS
Hassana, S., Nadzimb, S. Z. A., & Shiratuddinc, N. (2015). Strategic Use of Social Media for Small Business Based on the AIDA Model. Procedia-Social and Behavioral Sciences, 172, 262–269.

SMART 
第15週
5/30  競爭情報法律與倫理議題
Reflection, Myth, Law and Ethics
Sharp: Demystifying competitive intelligence, one myth at a time; Playing by the rules, SCIP resources
Miller: Intelligence and the law; Conducting intelligence ethically

競爭情報分析與決策訊息
Packaging and delivering intelligence products
Kahaner: Dissemination 
第16週
6/6  期末專題報告 I
Reports on final project I 
第17週
6/13  期末專題報告 II
Reports on final project II