Deliverable 2
Outline a Contact List and a Planned Contact Process. This document should be between 3 to 5 pages in length.
View the Deliverable Guidelines and Rubric for further details on this assignment.
Submit Deliverable 2 to the Assignment box no later than Sunday 11:59 PM EST/EDT. (This Assignment may be linked to Turnitin.)
NEW:
Antionette: It is clear your inability to connect with class and see what the requirements really are hampering your full understanding of what it takes to consult and conform with the updated requirements. Here is what I was looking for:
DELIVERABLE #1 FOR DBA 756: These are the requirements for the first consulting deliverable as instructed for DBA 756.
USING A HYPOTHETICAL SITUATION-STAY IN YOUR WHEELHOUSE— You needed yo assure the following were included in Deliverable 1
- INCLUDE THE FOLLOWING ELEMENTS:
- LETTER HEAD AND LOGO OF CONSULTANT
- THE CONSULTANT’S COMPANY INFORMATION-MISSION, VISION, VALUES STATEMENTS
- THE GOAL OF THE RELATIONSHIP BETWEEN CONSULTANT AND CLIENT
- ACTION PLAN WITH TIMELINE FOR TERMS OF THE CONTRACT WITH HYPOTHETICAL START AND FINISH DATES-ALSO STIPULATE MILESTONES AND DATES DUE AND COMPLETE THE TIMELINE WITH THE TEAM LEADERS AND RESPONSIBLE PERSONS FOR EACH TASK AND INSPECTORS THAT TASKS ARE IN FACT COMPLETED AS REQUIRED
- STIPULATE AS TO METRICS/MEASURES FOR EACH MILESTONE AND FOR THE OVERALL PROJECT AS WELL AS LIST OUTCOME MEASURES FOR EACH COMPLETED MILESTONE
- CONSULTANT AND CLIENT NEED TO INITIAL EACH PAGESIGNIFYING AGREEMENT WITH WHAT IS STIPULATED ON EACH PAGE
- LEGAL ASPECTS:
- Get notarized or have a lawyer’s signature block on the form-witness agreement
- Agency clause-each operative will act in the best interests of the contract and the client’s interest as well as the letter and spirit of the contract
- Severability and dispute resolution clause-both parties agree each may initiate an action to eliminate any stipulation that does not appear to be needed and alternative dispute resolution may be initiated by either signatory of the contract. The decision of a third-party arbitrator is binding on both parties
- Substantive changes clause-both parties can agree to make changes to the contract that may extend, or shorten it or make changes to the contract for added effort, costs, and benefits
- Non-disclosure-only parties to the contract will need to know that instrument; all others need to know must be agreed to by all parties to the contract
- A system for payment made will be written into the contract, stipulating itemized costs, progress payments and other agreed to mechanisms to assure proper transactional and fiduciary attributes of the contract
- SIGNATURES OF LEADERSHIP FROM THE CLIENT GROUP AND FROM THE CONSULTANT-DATES OF SIGNATURES
- COUNTERSIGNED BY LEGAL REPRESENTATIVES/ NOTARIES-DATES OF LEGAL REPRESENTATIVES
THE FORMAL CONTRACT SHOULD OPTIONALLY INCLUDE:
- CV OF CONSULTANT WITH ENDORSEMENTS AS NEEDED
- INFORMED CONSENT FOR ANY AND ALL INDIVIDUALS WHOSE WELFARE MAY BE AFFECTED BY THE INTERVENTIONS
- RISK MITIGATION MEASURES TO BE ASSURED FOR THE CLIENT AND THEIR REPRESENTATIVES
CONTEXT:
- The contract should be developed by the consultant and approved by the client.
- Use the template you developed from tool #1 for the contracting phase.
- Develop either just before or just after the FEA (front end analysis) or initial problem-solving diagnosis. For DBA 756 you are using a hypothetical situation, so the front-end assessment is to be created by you, the student. You may use analogs from your day job or hypothetical case study.
- As you develop your practice, consider what may be included for your advantage. Options could include getting document notarized, having corporate legal review, or having the contract be more informal (depending on circumstance, longevity of contract life, complexity of problem, size of organization, etc.).
DBA 756 Deliverable Guidelines and Rubric In this course, you will complete a total of 3 Deliverables. Deliverable 1
Discuss your personal strengths and weaknesses in consulting and develop ideas to market yourself (business cards, brochures, and website ideas). Ideas should be submitted in writing within the deliverable content. If you choose to include examples, they should be located in the appendix. Deliverable 1 should be between 3 to 5 pages in length. Deliverable 1 is due no later than Sunday 11:59 PM EST/EDT of Module 3. (This Assignment may be linked to Turnitin.) Deliverable 2 Outline a Contact List and a Planned Contact Process. This document should be between 3 to 5 pages in length. Deliverable 2 is due no later than Sunday 11:59 PM EST/EDT of Module 5. (This Assignment may be linked to Turnitin.) Deliverable 3 Submit a draft version of a Consulting Services Agreement. This document’s length will be based upon your specific situation with the development of your consulting services contract. View the Consulting Services Agreement Template for an example service agreement that you may use as a template to develop your own agreement based on your unique situation. You are required to draft and practice the development of a contract for use in your contracting company. The next course you will take as a student is the consulting practicum course. In the practicum course, you will be required to work with an outside company and a consulting services agreement will be required. Hence, the deliverable for this course will prepare you for the practicum course. A consulting services agreement is an agreement between two persons or businesses wherein each party agrees to provide a specified service for the other. It can also be an expressed undertaking of employment signed by both the employer and the employee detailing therein the explicit terms and conditions of service delivery. The Consulting Services Agreement Template provided represents a possible initial starting point for the drafting of your deliverable for this course. In the deliverable, you will customize the consulting services agreement to align with your specific needs. Although your specific agreement may not need all the elements included in the template, as a student, you will be required to include the components that are important and needed for your unique circumstance. In most situations, the company with whom you are contracting will provide a draft of the contacting services agreement, based on the parameters and criteria initially agreed upon by both parties. In some circumstances, the consultant may be asked or required to draft an initial consulting services agreement.
The consultant (you) and the company with whom you will be contracting must discuss the terms of the agreement and come to an agreement regarding any questions such as work parameters, payment, and responsibilities. If you have not yet developed a connection with an outside company, then the course deliverable you submit will be somewhat objective in nature. However, the practice that this deliverable provides will help with your understanding of its importance, as well as enable you to identify the circumstance-specific components for this type of contractual agreement. The sample template agreement is designed to protect all parties’ rights during the contract term. It does not, however, describe what tasks will be performed or the rates applicable to any such work. These issues should be resolved by the parties, drafted, and attached to your deliverable document as Exhibit A. Before sitting down to draft Exhibit A, decide what your goals are. Your exhibit can contain any agreed-on terms but it should minimally include a description of the consultant’s tasks, the amount to be paid, the terms of payment, deadlines for completion, and the specific end products expected (if any). Clarify the terms and conditions of your agreement before memorializing them in writing. If you believe the sample template agreement is unbalanced for your purposes, or too restrictive to allow the consultant to perform his or her duties, feel free to revise or restructure certain provisions to align with your predetermined goals. Both parties should review the completed agreement carefully to ensure that all possible and relevant issues have been included. For any consulting contract agreement, it is better to be over-inclusive than under-inclusive. Do not assume that certain expectations or terms are in mutual agreement if they are not specifically expressed and stated in the document. Depending on the nature of its terms, you may decide to have your agreement witnessed or notarized, as this can limit any later challenges to the validity of a party’s signature. If your agreement is complicated, it is often advised to contact an attorney to help with the drafting and/or review of a consulting services agreement document that will meet your specific needs. However, for this deliverable practice assignment, this step is unnecessary. Deliverable 3 is due no later than Sunday 11:59 PM EST/EDT of Module 6. (This Assignment may be linked to Turnitin.)
Grading Criteria Not
Attempted Novice Basic Proficient Exceptional Points
Deliverable Content (Competencies 1-5)
0 1-58 59-61 62-69 70-80 __/80
Proper use of APA Formatting Style, Executive Summary, and Required References (Competency 6)
0 1-7 8 9 10 __/10
Proper use of Grammar, Word Choice, Terminology, Composition, and Punctuation (Competencies 7 and 8)
0 1-7 8 9 10 __/10
TOTAL ___/100
Competency Level 1 Novice Level 2 Basic Level 3 Proficient Level 4 Exceptional
1. Knowledge, research depth, and critical thinking
Does not refer to the readings to support
premises.
Alludes to the readings in a general
way to support premises.
Refers to examples or theories from the
readings to support premises.
Supports premises with specific
examples and theories, and applies
high-level critical- thinking skills.
2. Synthesis, analysis, and comprehension
Does not integrate personal observations
or knowledge.
Integrates personal observations and knowledge in a cursory manner.
Integrates personal observations and knowledge in an accurate way.
Integrates personal observations and knowledge in an
accurate and highly insightful way.
3. Organization, formulation, logic, and Identification of key points
Work product is disorganized, points of response are not
distinct, and information is not
logically sequenced.
Work product is somewhat
disorganized, points of response are
distinct, but information is not
logically sequenced.
Work product is organized, points of
response are distinct, and information is
logically sequenced.
Work product is organized, points of
response are distinct, and information is
logically sequenced; key points are made
obvious.
4. Demonstration of theory knowledge and usage
Theoretical terminology is ignored
or misused.
Terminology partially matches the textbook
and class material.
Terminology matches the textbook and
class material completely.
Terminology matches. Messages are crisp
and persuasive.
5. Ethics, social responsibility, and SLU core value consideration
Items are not taken into consideration.
Items are implied, but not specifically
addressed.
Items are properly considered.
Infusion of these items in the work
product adds to the overall quality.
6. Proper use of APA formatting style
Very little use of references and
citations and/or poor usage of APA style.
Some use of references and citations and/or
moderate usage of APA style.
Good use of references and citations and/or
reasonable usage of APA style.
Superior use of references and
citations and/or solid usage of APA style.
7. Grammar, word choice, and terminology
Word choice and sentence structure are not suitable for doctoral-level work.
Word choice and sentence structure need improvement.
Word choice and sentence structure
are suitable for doctoral-level work.
Word choice and sentence structure
exceed expectations for doctoral-level
work.
8. Composition and punctuation
Regular typographical, spelling, and
punctuation errors that create an
obstacle.
Periodic typographical,
spelling, or punctuation errors
create reading interruptions.
Minimal typographical, spelling, and
punctuation errors.
Errors are rare.
