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Team Leader Checklist - $1208523616589

The document is a checklist for a team leader conducting a site visit. It outlines responsibilities before, during, and after the site visit. Key responsibilities include: reviewing the visit plan with backups, confirming logistics, preparing schedules and agendas, collecting documents from the site in advance, conducting daily meetings with the site contact, reviewing findings each evening, delivering an out brief and summary to leadership, and finalizing documentation and providing feedback after the visit.

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Peter A. Stinson
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389 views1 page

Team Leader Checklist - $1208523616589

The document is a checklist for a team leader conducting a site visit. It outlines responsibilities before, during, and after the site visit. Key responsibilities include: reviewing the visit plan with backups, confirming logistics, preparing schedules and agendas, collecting documents from the site in advance, conducting daily meetings with the site contact, reviewing findings each evening, delivering an out brief and summary to leadership, and finalizing documentation and providing feedback after the visit.

Uploaded by

Peter A. Stinson
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Team Leader Site Visit Checklist

Site Visit Preparation


 Review with Back-Up responsibilities and division of activities/responsibilities
 Confirm Site Visit dates, hotel and transportation specifics; send to team
 Work closely with the command POC on logistics, documents, and to establish a schedule of interviews, etc.
 Prepare Site Visit Team Meeting Agendas (Sunday, off-site/evenings, Thursday-Friday consensus)
 Require completed SVWs, interview list, & document list at least 2 weeks prior to Site Visit (process check).
 Consolidate the document & interview lists; send to applicant (1-2 weeks prior to Site Visit)
 Require Interview worksheets 5 days prior to Site Visit (process check)
 Prepare Site Visit interview schedules for Monday (firm) and at least Tuesday morning.
 Send last minute reminders to the team (what to bring, Sunday’s agenda, Monday’s interview schedule etc.)
Site Visit
 JIT Site Visit Training; meet with command’s point of contact to review/finalize Monday schedule, etc.
 Stay in close contact with the command’s Point of Contact
 Meet briefly with the command’s CO/XO and/or POC at the end of each day on site—how’s it going? Are we
asking the right questions? Is team professionalism meeting with your expectations?
 Stay in close contact with your team

 Stay Flexible
 Every evening review closed-out SVIWs with findings written
 Provide sufficient time for examiners to work independently to summarize and prepare.
Friday
 Site Visit Out Brief
 Deliver Executive Summary to Commanding Officer
 Team completes deliverables: SVWs, Results Worksheet, Item Worksheets, Role Model Practice Form(s),
Scorebook, Scoring Template
 Give Scoring Summary and Preliminary Scorebook to Dave King and Charlie Coiro/Michael Brzezicki

Post-Site Visit
 Finalize Scorebook
 Do a quality check on the entire scorebook prior to final submittal to CG-0931
 Work with Back Up to prepare overall examiner Feedback (feedback process)
 Within 2 weeks of Site Visit; call each examiner to discuss feedback (two way)
 Work with Back-up and team to develop process feedback and improvement ideas

Site Visit Preparation


Team Leader Checklist.doc Page 1 of 1

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