FINAL CHECKLIST

Firm studied _____________________________________________ 448/548, 2017

Names of Student Consultants ___________________________________________ __________________________________________________________

REQUIRED: Each student produce a PILOTING LOGBOOK notebook detailing at least 10 hours of FIELD VISITS, field notes (one hour each), & evidence or recording and transcription of the 11 D Q&A. Turn in notebook for review of 5 to 12 pages of verbatim notes per interview (times total of 10 interview hours) with client. No Grade above C if less than average of 5 pages of interview field notes for each of 10 hours of interview, i.e. 50 total pages of verbatim fieldnotes per student. If you are in a team, each person is responsible for their own field notes. Also record your observations during the visit. Finally, enter the answer to the Consuulting Ethics Questions for the week

 0 1 2 3 4 5 6 7 8 9 10 hours of visits

*Cover Page - with colorful design/logo your name, date and term, my name and your name (s), NMSU, Small Business Institute, course#*Table of Contents w/ page numbers (and #'s on pages) with sections for the 6 SEAM tools and the FORMS used; include name of instructor and teaching assistant on cover

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Executive Summary (1-2 pages) with 3 main Expert Opinion reocmmendations to client, total of hidden costs savings and increased revenues potential (minus any implementation costs) if client follows your advice, and what is the main value added action you did that is over and beyond doing an analysis and report?

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REALLY AWESOME ORIGINAL SPIRAL DRAWINGS, not of single spiral but entangled, force and counterforce spirals, and perhaps even some spiraling movement, along with very fun stories and client quotes (peppered throughout the final report)

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All 23 steps have been completed in your final report. Steps are listed for you in the REPORT TEMPLATE

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Please put in your Double spiral drawings that are annotated, just after the executive summary. Include datable events of history and future in your double spiral drawings. Throughout your repor, please include the flushing out of dysfunctions in the downward spiral and the DPIEs you used to create upsurge. See Double Spiral and DPE sprial Examples.

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Overall readability and completeness (no typos). And score for PRESENTATION: show spiral-antenarrative with very well-annotated digram of client reaching Potentiality-for-Being-a-whole small business with upward spiral twirls, without dysfunctions.

0 1 2 3 4 5 6 7 8 9 10

* Appendix of Thank you letter; copy of Client Application copy Confidentiality COMPLETED Evaluation/Satisfaction with project grade sheet (in sealed/signed envelope) - please allow them 2-3 weeks to respond; 2 Bound report copies with no typos (one to Instructor/other to client). These are QUALITY POINTS; all coding complete - Bring them to Final Exam

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This CLIENT REPORT is accompanied by a team (or individual) who really answers the final questions below

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FINAL SCORE set to base 100 plus any extra credit awarded for deconstruction and or restorying and Joe Gladstone extra credit

 
IN THE FINAL PRESENTATION: Team will be asked WHAT IS VALUE-ADDED OF YOUR CONSULTING SERVIVES? and TO EACH PERSON: WHAT IS THE MOST SIGNIFICANT LEARNING ABOUT SEAM YOU GAIN (better scores for intelligent answers)  

 

  1. SMALL BUSINESS APPLICATION
  2. Confidentiality Agreeement
  3. Client Rating/Grading Sheet for Student's Report
  4. Write your own thank you letter to the client
  5. Be sure team members, and your client is present and on time for the final presentation

Each team mate fills out the following and submit in an envelop (sealed) with one copy of final report IN COLOR:

FINAL 360 TEAM PEER RATING - Your final grade is weighting of the 360 team review times your final report score. Note: Final grade for course will reflect individual performance on quizzes, make-up assignments for missed days, this peer reivew, cleint evaluation, instructor assessment of relative contribution of all team members. If you choose to work in a team, you are responsible for maintinaing equitable workload and team harmony. If team goes off track, please consult instructor immediately. Do not wait until end of toerm to lodge your complaint about team mates. Each person put following in sealed envelop:

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - TEAR or CUT HERE FOR EACH INDIVIDUAL TEAM MEMBER TO DO THE 360 PEER REVIEW - - - - - - - - - - - - - - - - - - - - - - - -

Your name _______________________ Your Client _________________________ Date _________________

Final Grade for you and each team member below; comments are required if scoring less than A; please be honest. your name will not be used when instructor relays comments to each team member PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F- Comments about your work input, hours of study, contribution to team or any deficiencies in work input, hours of study, lack of attendance to meetings with team, class or client; comments are required if their grade differs from you own, or you get grade they assigned to you.

Your Name (self review)

 

 

 

 PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F-  

Name

 

 

 

 PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F-  

Name

 

 

 

 PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F-  

Name

 

 

 

 PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F-  

Name

 

 

 

 PICK ONE GRADE: A+ A A- B+ B B- C+ C C- D+ D D- F+ F F-