NAME OF TEAM & CLIENT_____________________________________________ 448/548, Fall 2018

Full Names of allStudent Consultants: ________________________________________________________________________________________

GRADING SCALE 1= Low in preparation -HAS DONE A 10+= Terrific Job

PLACE JUST ONE OF THESE - all filled out at the FRONT OF YOUR REPORT

MID-TERM Check List and associated possible scoring point. Please single space the report. Anything you have done prior to mid-term can be submitted for preliminary grade, then revised by mid-term.

1. First 5 Hours of Field Time by each person in a team: Complete 5 hours of visits by mid-term, actual real authentic transcriptions of 11 D-answers placed into your report, with analysis of 4-Leaf-clover and 6-root-stems checklist); and review notebooks; Should have 5 to 12 pages of notes per interview (times 5 hours of interviews by midterm) with client or as many typed trascript pages if you are taping.1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
2. Executive Summary: State which of the 17 UN Sustainable Development Goals your Consulting Team is working to realize; 1-5 pages with your spiral drawing, your own 3 Expert Opinion recommendations, your main value-added action of UPSURGE, & total of hidden costs and untapped revenues (minus implementation costs) if cient followed your advice in dollars per month/year. 1 2 3 4 5
3. Has Awesome Drawings that are original SPIRAL DRAWINGSand stories and quotes to go with them 1 2 3 4 5 6 7 8 9 10
4. Complete Steps 1 to 12 as listed and please include drawing of the spiral steps along the Silve path that you and your client took to date Please 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
5. Axis A First and Second D-I-P-E has begun. 1 2 3 4 5 6 7 8 9 10
6. Axis A MIRROR EFFECT for each DPIE: Hidden Costs & Untapped Revenues Section with TABLE & explanations. Use hidden costs and untapped revenue charts in your Savall et al textbook as templates. Table includes each observed dysfunction, its estimated frequency, how it affects costs or revenues (these are estimates based on interviews with client), and the subtotals of per week, month, and year. VERBATIM living storiesxamples for your storytelling notebook,; (your own Expert Opinions (p. 66), & hidden revenue/hidden cost (see p. 55 Figure 5.2, p. 58-9, Figure 5.23 & 5.24 through p. 62 Figure 5.25.c; and in Chapter 6, p. 86 Figure 6.7, Appendix 3 & 5 Examples of Creation of Potential and Hidden Cost Calculation forms as templates).1 2 3 4 5 6 7 8 9 10
7. SECTION – AXIS B: 7 SEAM TOOLS (See Chapter 7) ; Do 3 to 4 tools (e.g. Time Mgt, Priority Action Plan, Strategic Piloting Log of indicators) by mid-term, – each with charts like ones on p. 101, 103, 104 and include lots of VERBATIM living stories examples for your storytelling notebook for each tool (and please explain all charts). 1 2 3 4 5 6 7 8 9 10
8. SECTION AXIS C - POLICY & STRATEGIC DECISIONS (See chapter 8, p. 116) Main Directions of the small business (its current down/up spiral); Rules of the game (norms & politics)- What are the rules of the game?; These items are in the instructions at explained in study guides atPlease include VERBATIM living stories examples for your storytelling notebook,;1 2 3 4 5 6 7 8 9 10
9. EXTRA CREDIT Virtue & Principle-Based Ethics (3 pages)- Include observations from Aristotle Books 1 to 5 in relation to new habits of thought and action you are developing with your client On line version should be 3 to 5 pages single spaced http://classics.mit.edu/Aristotle/nicomachaen.html; 1 2 3 4 5 6 7 8 9 10
10. Sustainability Indicators- Include detailed storytelling, living stories of sustainability and any interventions made to implement sustainability logbook indicators 1 2 3 4 5 6 7 8 9 10
11. BONUS POINTS for Overall Presentation & Report Score from Instructor and for LOGBOOKreport use of 4-Leaf clover diagnosis quotes and thier coding completeness and overall report quality including readability, professional appearance.  1 2 3 4 5 6 7 8 9 10
12. Deduct 15 points from total score if team DOES NOT do kick ass Boalian FORUM theater or Hellinger CONSTELLATION theater at the midtem

TOTAL MID-TERM SCORE out of 100 + 10 POSSIBLE EXTRA CREDIT ________________________ (Put your Team's Self-assessment of total points here)

Comments: Perfer individual projects to teams. If you are in a team, it is your choice and your responsibility for equitable workload; Each team member is expected to carry their share of the load, and to effectively delegate to other team members. So to assess this, there are periodic 360 degree peer reviews. If a team goes off track, consult with your instructor immediately. Note: member grades in teams will be weighted according to instructor, peer, and client assessments of relative member contribution. It is your individual responsibility to contact the instructor and let them know if you are having a problem in your team, and please do it early on, instead of when reports are due- THANK YOU

- - - - - - - - - - CUT HERE and EACH PERSON put this in thier own envelop to turn in to Instructor - - - - - - - - -

MID-TERM 360 TEAM PEER RATING - Your individual mid-term grade is weighting of the 360 team review times your mid-term report score. Note: Midternl grade for course will reflect individual quiz performance, make up work submitted on time, this peer reivew, cleint evaluation, instructor assessment of relative contribution of all tem 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. If you worked alone, skip this.

Your name _______________________ Your Client _________________________ Date _________________

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