MENU of Project Options

Policy: Each student is responsible to get a small business consulting application to a potential client. We assemble all the good ones in our next class meeting and develop our top 8 to 10 clients for the semester. No more than 3 students per team is strict rule because large teams have problems with scheduling and with allocation of roles. No pairs of students. You may elect to work alone.

Client must be a BUSINESS or a MICRO UNIT of this UNIVERSITY

It cannot be a franchise or a large corporation because you will never get approval in time to do a project.

Must have been in business or MICRO UNIT of university for at least a year

Cannot be your own busines or University Unit

It can be business of parent, relative, or friend.


Bring these items to MEET WITH CLIENT

  1. Print out SMALL BUSINESS APPLICATION (keep signed copy for your report)
  2. Print Confidentiality Agreeement (you sign it and give to client, put copy in your report; client does not sign this one)
  3. Your SEAM Small Business Consulting must be within 9 Planetary Boundaries to prevent 6th Extinction Event

    9 Planetary Boundaries


    _ Boundary 1. Climate Change

    _ Boundary 2. Biodiversity Loss

    _ Boundary 3. Biogeochemical (phosphorous change

    _ Boundary 4. Ocean Acidification

    _ Boundary 5. Land Use Crisis

    _ Boundary 6. Fresh Water Crisis

    _ Boundary 7. Ozone Depletion

    _ Boundary 8. Atmospheric Aerosols

    _ Boundary 9. Chemical Pollution by Plastics & Heavy Metals

    Your SEAM Consulting Picks some of the 17 UN Sustainable Development Goals to TRANSFORM SMALL BUSINESS with True Storytelling and SEAM

    UN sustainability development goals and True Storytelling

    Read more about each goals and subgoals

CLIENT LIST THUS FAR (please gather more potential clients to add to list):

1 Jerry Crenshaw's fabulous invention.

575-520-1949 cell

Jerry says to call his cell phone, and he will talk with you about his needs. to see his product
He wants help to develop the website. He is putting up 3 videos and has them ready, and may be up by time you read this

NOTES from Aug 15 2018 at Boje home at 10AM

"Jerry Crenshaw

talked with colleague to get active in project rep’d by Bill Ronstad in Tuscon

He secured domain, and has someone do website, and are going to do professional website and get rolling on that front.

what would be scope of student project?

Students will assess and observe your routines and habits to get you from where your routines are not to where you ant to be to have a functional business.

“Its really routine that keeps me from being successful. Have routines to take care of home front and horse, but routines to take care of carpentry work or routines for new business is what I need to do”"

2. George Mendoza wants to branch out his buisness to publish some books. He has a book already, and is one of the top painter-artists in New Mexico. See his business plan for NOTE: George can not attend first class, and wants a team of students to contact him:


his message:"good morning David, can you please have my team contact me over the weekend? 
please find attached a press release that I want them to have and look over. 
I have a media contact list for new york city that I want them to forward 
this press release about my art show and book signing.  they can both email 
me or call me!  see you next week!  thank you.  gm"

George Mendoza

Step 1: Each person in class FIND A POTENTIAL CLIENT, then we list them on board, and make choices of team projects as a class. PROJECT OPTIONS ARE FIRST COME, FIRST TO REGISTERED IT WITH YOUR INSTRUCTOR GETS IT

Note: Projects must be about relationships and not just efficiency of sustainability in pure economics, energy, etc. Build a positive collaborative relationship by having multiple visits to their place, and invite them to be guests in the class. Projects cannot be with your own business; must consult to another's business; can consult to family buisness if you are not employed currently.



  1. Print out SMALL BUSINESS APPLICATION (keep copy for your report)
  2. Print Confidentiality Agreeement (you sign it and give to client, put copy in your report)
  3. Bring this to explain to client: 4-Leaf SEAM clover & DPIE Spiral
  4. Study your A - B- C Axes and explain to client
  5. BRING THESE 6 FORMS since you will train client how to use them:


STEP THREE: Once you Have a Client, please make a PROJECT NOTEBOOK called "Piloting Logbook" and put following forms and these items in it:

  1. Print out the Report Template in case client wants to see it
  2. Print out your Mid-term Check List   (what you need to get done by mid-term).
  3. Print out your Final report Check list  (what you need to get done by end of term).
  4. Print Client Rating/Grading Sheet for Student's Report (give to client to grade your report)


Step FOUR: Learn 4 Phases of your project

You will do Diagnosis-Project-Implementation-Evaluation (DPIE) 3 times (pick small changes that client collaborates with you to do):

  • Phase I: Diagnosis-Project-Implementation-Evaluation (DPIE) including (Hidden Costs/Hidden Revenue charts); submit mid-term report - see Mid-term Check List 
  • Phase II do the Mirror Effect meeting (show client excerpts of fieldnotes, hidden costs and revenue calculations, make your expert consultant recommendations)
  • Phase III (Project) - carry out your proposed Project
  • Phase IV do 2nd and third round of DPIE with Mirror Effect and Hidden Cost/Hidden Revenue chart each time
  • Phase V (Final Report) - present and turn in your final report - see Final report Check list