Make a site review useful beyond the visit.
A site review should lead to a clear service conversation. Use this checklist to discuss the information, ownership and follow-up your team needs.
Set the scope
Choose the service, location and standards to review. Clarify who is carrying out the review and who needs its findings.
Record what matters
Use clear observations and relevant evidence. Avoid including employee or client personal information that the review does not need.
Give the issue an owner
Agree the next action and responsible person. Discuss how open questions will be reviewed with the office or the client.
Close the conversation
Check the action taken and decide what should change for the next visit. Keep the review focused on service and improvement.
Bring an anonymised example to your demo and discuss how the relevant workflow could fit your organisation.
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