plan for site visit

Free Site Analysis Checklist

Every design project begins with site analysis … start it with confidence for free!

Site Visit Analysis and Report: How to conduct and evaluate your first architecture site visit

Updated: January 2, 2024

Here we will cover everything you need to know about of how to approach your first site visit analysis for a new project, what to do when physically there, and how to eventuate and summarize the information you collect.

However before visiting for the first time we highly recommend that you carry out desktop study beforehand, as this will provide an important initial understanding of the site and generate far better results and more refined questions once there.

The desktop study will also help to identify the important items of equipment that you will need to take with you to make your trip as successful as possible. …these are mentioned below but may include a:

Site map (very important)
Tape measure
Laser distance meter

…more essential architects items here

Conducting an architecture site visit analysis

A site visit analysis is a comprehensive report that summarizes the findings of a physical inspection of a potential development site. It includes information on the site’s physical characteristics, location, surrounding area, demographic information, environmental impact, zoning regulations, traffic flow, and recommendations for development.

The report synthesizes all gathered information to provide a comprehensive understanding of the site and its potential.

What to look for?

Once there, there are a whole number of important areas and items that need to be studied and recorded, some of which would have already been identified during your desktop study, but as a starting point we’ve produced the below list of all the key areas:

We suggest that you take these with you and tick them off as they are found, so not to miss anything.

Entrance and access points (both pedestrian and vehicle)
Security (gates, surveillance)
Travelling to the site (road types and suitability, safety, public transport)
Boundary treatment (fencing, vegetation, land form, water)
Extent of boundary (does it match the survey/OS map)
Circulation (existing travel routes within the site)
Noise levels (quiet and loud areas)
Services (electric, gas, water, sewage)
Existing buildings (condition? Relevant? Protected?)
Existing landscape features (condition? Relevant? Protected?)
Neighbouring buildings (local vernacular, protected?)
Views in and out of the site (areas to screen off and areas to draw attention to)
Tree’s and vegetation (protected and rare species)
Ecology (any areas likely to be home to protected species)
Orientation (sun and wind paths)
Light levels (areas in direct sunlight, shaded areas, dappled light)
Accessibility (disability access)
Surrounding context (historical, heritage, conservation area, SSSI, AONB)
Existing materials in and around the site
Topography (site levels)
Flood level (is it likely to flood)
Soil and ground conditions (types and suitability)
Existing legal agreements (where are the rights of way, covenants)
Hazards (Electricity lines, Drainage, Telephone lines, Sub-stations)

We provide a site analysis checklist here covering all of the above that’s free to download.

Where to start

You want to begin documenting your visit as soon as you arrive, as the approach and entrance to your site are just as important as the site itself. If you’re desktop study didn’t highlight the possible routes and methods of transport to and from the site, then this needs to be recorded also.

Documenting your first impressions is vitally important, ask yourself; what do you see as you enter the site? what do you hear? what do you feel? (…what senses are the first to be triggered), you will only get one chance to do this properly and so you need to make it count!

…and don’t forget to include the location of the elements you record, when noting it down on your site map or survey. By the end of your visit, you should barley be able to read whats under all your notes …write down everything!

Moving on from first impressions, you should plan to walk around the site as least twice (as a minimum) to ensure that nothing is missed, so leave enough time to make a least two loops, noting down and photographing everything that you feel is relevant, no matter how small.

…there’s nothing worse than getting back to the studio and realizing you forgot to document something.

We like to use the check list supplied above and:

Firstly walk around the site whilst annotating a site plan
Secondly with a camera …photographing everything
and thirdly with both …just in case something has been missed

This way we can focus on one task at a time, helping to ensure we gather everything we need.

In terms of a camera, and depending on your budget we suggest looking one these three options (but a phone is just as good):

Sony DSCW800 Digital Compact Camera
Sony DSCWX350 Digital Compact Camera
Canon EOS 1300D DSLR Camera

It can be difficult to identify certain elements, and some may only be noticeable from a professional survey, such as underground services and precise spot levels. But approximations of such locations and heights are a good start and can serve as a reminder for further investigation.

If accessible you can of course take your own measurements and so this is where a tape measure and/or distance meter will come in handy.

Try one of these:

– Tape measure

– Laser distance meter

What to take with you

Firstly look at the weather, you wont have a good time if your not dressed appropriately, and this applies to protecting your notes and equipment as well as yourself.

…a simple quick check, can make or break a visit, arranging to go on sunny day will also give you the best site photographs, which could also be used in future CGI’s and presentation material.

If the site is derelict, or has potentially dangerous or hazardous elements, it is likely that you will require personal protection equipment (otherwise known as PPE) so make sure this is organised before setting off.

As a minimum you want to take with you a camera, a pen and an OS map. Google Maps can provide a temporary (though very basic) version, but a much preferred scaled version that can normally be obtained through your university or practice via such companies as:

Digimap – digimap.edina.ac.uk
Xero CAD – xerocad.co.uk
CAD Mapper – cadm a pper.com (free account available)

As mentioned, you will want to make notes, and record everything you observe, experience and hear all over this map. So print out a couple of copies at a usable and convenient size.

A camera is essential in documenting the site, and the pictures taken during your visit are likely to be used on a daily basis throughout your project. So once again make sure you document and record everything.

Pictures should be taken from all distances, close zoomed-in sections of materials and textures along with shots of the site from a distance to include the area as a whole and within its context.

Note pads are important for obvious reasons, we prefer an A5 sized pad, as this is much easier to carry and hold than an A4 one.

Tape measures can be useful, but we never go on a site visit without a distance meter.

…and lastly if you’re visiting on your own, don’t forget to tell someone where you’ll be and take your phone with a charged battery.

Our site visit equipment check list looks something like this:

Weather check
Print out our “what to look for” checklist
Site map (at least 2 copies)
PPE equipment
Scale ruler

If you are interested in trying our architecture site analysis symbols for your own site analysis recordings and presentation, then head over to our shop ( Here ).

FAQ’s about site visit analysis

What is included in a site analysis.

As discussed above, site analysis typically includes the following elements:

Site location and context: Understanding the location of the site in relation to the surrounding area, including climate, topography, neighboring buildings, and accessibility.
Physical characteristics: Examining the site’s physical features, such as its size, shape, soil type, vegetation, and water sources.
Utilities and infrastructure: Assessing the availability of utilities such as electricity, water, gas, and sewer, as well as the infrastructure, such as roads and transportation.
Environmental considerations: Analyzing the site’s potential environmental impact and assessing any potential hazards, such as flooding or soil stability.
Zoning and land-use regulations: Reviewing the local zoning and land-use regulations to determine the types of uses and development allowed on the site.
Cultural and historical context: Examining the cultural and historical significance of the site and its surrounding area.
Demographic information: Analyzing the demographic information of the surrounding area, including population, income, and age.
Traffic and pedestrian flow: Studying the flow of vehicular and pedestrian traffic in the area to understand the impact on the site.

This information is used to inform the design of a building or development project, taking into account the unique characteristics and constraints of the site.

What are the steps of site analysis?

including the above, the steps involved in conducting a site analysis report typically include:

Data Collection: Gather data and information about the site, including maps, aerial photos, zoning regulations, environmental reports, and other relevant documents.
Site Observations: Conduct a site visit to observe and document the site’s physical and environmental conditions, such as topography, vegetation, water sources, and neighboring buildings.
Context Analysis: Analyze the site’s location and context, including its surrounding area, access to transportation, and cultural and historical significance.
Demographic Analysis: Study the demographic information of the surrounding area, including population, income, and age, to understand the potential market for the development project.
Traffic and Pedestrian Flow Analysis: Study the flow of vehicular and pedestrian traffic in the area to understand the impact on the site.
Synthesis: Synthesize the information gathered in the previous steps to develop a comprehensive understanding of the site and its potential.
Recommendations: Based on the analysis, make recommendations for the development of the site, taking into account the unique characteristics and constraints of the site.

These steps help architects and planners to gain a deeper understanding of the site and to make informed decisions about the design and development of a building or project.

Every design project begins with site analysis … start it with confidence for free!.

Unlock access to all our new and current products for life .

Providing a general introduction and overview into the subject, and life as a student and professional.

Study aid for both students and young architects, offering tutorials, tips, guides and resources.

Information and resources addressing the professional architectural environment and industry.

Concept Design Skills
Portfolio Creation
Meet The Team

Where can we send the Checklist?

By entering your email address, you agree to receive emails from archisoup. We’ll respect your privacy, and you can unsubscribe anytime.

6 Engineering Site Visit Checklist Tips to Know

An engineering site visit checklist is critical for most projects. It’s the reality check that keeps designs grounded in the real world.

Site visits are the ultimate way to get up close and personal with a project and the client. You’ll usually find yourself making site visits during these project stages:

Project kickoff to grasp the work scope
Design phase to fine-tune project details
Construction phase to tackle problems
Start-up post-construction to ensure everything’s running smoothly

To make the most of each site visit, follow my 6 engineering site visit checklist tips. I’ll focus on design phase visits, but these takeaways apply to all stages. Also, enjoy some rad photos from a hydroelectric facility I helped retrofit.

#1 Map out a solid plan of action for your site visit

Preparation is the name of the game. Before I set foot on a site, I know exactly what I need to do there.

Take this example: say my project is to upgrade an existing substation for increased capacity. I’d first make a list of questions for the client and items to investigate at the site.

Client questions might include:

Do you have existing as-built drawings and specs?
How much new load are you forecasting?
Can you break down the existing loads?
Are there any issues I should know about?
Is any existing equipment causing trouble?
How much space is there to expand the substation?
What’s your lead time for this project?
How much downtime can you handle during the cutover phase?
Are other upgrades needed (e.g., security, protective relaying)?

My site investigation checklist would include:

Confirm equipment ratings
Measure clearances
Snap photos inside panels (e.g., control panels)
Inspect existing equipment (e.g., switchgear, transformers)
Measure space for new equipment
Check transmission and distribution line connections
Look for facility quirks or safety concerns

Keep in mind, I might tackle some tasks over the phone or through email before the visit. This way, the client can gear up for our powwow and avoid wasting precious time.

For instance, there have been times when I forgot to mention that I needed to inspect panel X. At the site, the client told me they couldn’t access it.

Come prepared to keep site visits efficient

When you visit a site, your client will most likely show you around. You won’t have all the time in the world to explore and brainstorm on the fly. Besides, you don’t want to come across as a clueless, unprepared engineer.

So, treat a site visit like any other high-stakes meeting. Some site visits can take months to arrange, so it’s best to know exactly what you want to achieve before you even set foot on the site. You don’t want to return from the visit kicking yourself, thinking,

“DAMN! I forgot to take photos of the control panel’s interior!”

Important Note: Don’t forget to ask your client about any site safety concerns. This is crucial for your safety and everyone around you.

I’ve been to sites with live 230,000-volt equipment and experienced treacherous drives to sites where I’ve nearly met my maker .

#2 Investigate the site thoroughly

Time to channel your inner Sherlock Holmes! Your blueprint for this detective work is the action plan you create in tip #1.

You’ll want to check if the client’s scope of work has any limitations, or if there are other issues your client forgot to mention. Sometimes, the work scope seems straightforward on paper, but once you’re on site, you uncover a whole slew of unexpected problems.

I like to compare it to our ambition to travel and colonize Mars. From Earth, the mission appears simple: send a couple of big rockets to Mars and create an artificial habitat that provides oxygen and protection from extreme cold, high radiation, and low atmospheric pressure.

However, the reality is mind-blowing. The challenges are enormous, and there’s a never-ending list of problems we haven’t even considered yet. Just take a look at some of the issues I’ve listed here when it comes to tunneling on Mars alone.

The point is, don’t just rely on what your client tells you. You’re the expert, so it’s up to you to investigate the site and determine what’s best for your client. After that, you can discuss your findings with them and fine-tune the work scope.

#3 Snap loads of pictures at the site

Nowadays, everyone has a high-end camera in their pocket with their smartphone. You can take endless top-quality photos on a whim. But, you need to know how to take great photos at a project site too.

Otherwise, when you return to your office, your photos might only cause more confusion. To avoid this, I’ll share four tips on how to take and manage pictures (and videos) effectively.

A) Organize and separate your photos on site

Picture yourself at a project site, snapping away photos, feeling like you’ve got everything under control. You think you’ll remember why and where each shot was taken. But let’s be real, once you’re back in your office, it’s a hot mess trying to figure out which photos belong where.

Imagine taking 50 pictures at location A and another 50 at locations B and C. To keep things organized, I whip out my trusty notepad, jot down the location or equipment, and snap a photo of it. Here are some examples of what I write:

Inside building X looking at the west wall
Inside the left-most cabinet of switchgear ‘Faulk’
Investigating high voltage cabling of switchgear ‘Faulk’

With my digital divider in place, I only then start snapping field photos. Once I’m done, I move on to the next spot and repeat the process. Trust me, this technique is a lifesaver when you’re dealing with hundreds of photos.

B) Take photos in a patterned consistent manner

So, you want to capture the components in a 90-inch tall control panel? First, step back and get an overall shot of the panel. Then, zoom in and snap photos of the components from top to bottom.

This way, you can easily understand the mounting arrangement of the components in the zoomed-in photos. I’ve had moments where I didn’t take zoomed-out photos, and back in the office, it was a nightmare trying to follow the wiring of the components. Super frustrating!

C) Upload and organize your photos ASAP

Get those photos uploaded and organized right after your site visit, while everything’s still fresh in your head. If you missed any of the earlier photo tips, you’ll remember the details and make a note.

Next, turn each of your written notes from photo tip ‘A’ into separate folders. For example, if you took pictures at three different spots on your project site, your digital file organization would look something like this:

Main folder: Site Visit at Zeus Substation (DD/MM/YY)

Subfolders:

Location #1
Location #2
Location #3

Lastly, give each of your photos a detailed name. Invest a little time now, and you’ll save yourself from future headaches.

D) Take a lot of photos

Back in the day, film was expensive, so you had to be stingy with your shots. But now, there’s no reason not to go photo-crazy! Plus, you can review the quality of each photo right there on the spot.

So go ahead, take loads of photos and even videos. They’ll only help you back at the office. I say, if a photo has even a 1% chance of being useful, take the shot! You never know when those seemingly pointless pics might save the day.

#4 Bring all your necessary supplies to the site

Depending on your field of engineering, you’ll have a bunch of supplies to bring along. My list is always pretty lengthy . Don’t expect your client to hook you up with supplies, especially since they’re paying you!

So pack for the unexpected and bring all your gear just in case. You never know when you’ll need to measure a piece of equipment or pry open a panel. If you’re not prepared, you’ll miss out on valuable data.

#5 Forge a strong connection with your client during site visits

Nothing beats getting to know your client face-to-face, right? Sure, digital communication is a breeze these days, with everyone clutching their trusty smartphones.

But, let’s be real – in-person interactions still reign supreme. That’s why I think site visits are the perfect chance to bond with your client.

Without a face to match the name, you’re just another entry on their spreadsheet. Genuine human connections, on the other hand, pave the way for deeper relationships. This usually leads to smoother project execution. Plus, your future requests are less likely to be left hanging.

#6 Show up on time for your site visit

This one’s a no-brainer, but punctuality is key. Actually, aim to be 10 to 15 minutes early. You don’t want to make a lousy impression by keeping your client waiting.

Go the extra mile to pinpoint the precise site location in advance. This might mean asking your client for map snapshots and off-the-beaten-path directions. After all, some engineering project sites can be in the boonies, with no physical address that your GPS can easily locate.

I’d recommend downloading the site map on your phone, just in case you lose signal. Alternatively, use a non-internet-dependent GPS device.

And if you’re running late, give your client a heads-up with a phone call. At the end of the day, professionalism is paramount.

Engineering site visit checklist wrap up

Site visits play a huge role in engineering projects. The better you tackle site visits, the more successful projects you’ll spearhead.

My advice? Learn about site visits specific to your engineering field . Pick the brains of seasoned engineers to discover what to look for during site visits. Then, tweak your engineering site visit checklist as needed. You might uncover something unique to your line of work that I didn’t cover.

What do you find the most important about engineering project site visits? What’s on your engineering site visit checklist?

SUBSCRIBE TO ENGINEER CALCS NEWSLETTER

Author Bio: Koosha started Engineer Calcs in 2019 to help people better understand the engineering and construction industry, and to discuss various science and engineering-related topics to make people think. He has been working in the engineering and tech industry in California for well over 15 years now and is a licensed professional electrical engineer, and also has various entrepreneurial pursuits.

Koosha has an extensive background in the design and specification of electrical systems with areas of expertise including power generation, transmission, distribution, instrumentation and controls, and water distribution and pumping as well as alternative energy (wind, solar, geothermal, and storage).

Koosha is most interested in engineering innovations, the cosmos, sports, fitness, and our history and future.

Conducting a Meaningful Site Visit

A site visit can be one of the most important tools you use, as a grantmaker, in determining your ultimate funding decisions. For example, an in-person look at a potential grantee’s activities can complement a grantee’s written proposal and give you a clearer picture of their request. In fact, site visits can be one of the most interesting parts of the grantmaking process.

What makes a site visit meaningful? Careful preparation, mutually understood goals, a willingness to see the event as part of an ongoing relationship. So how can you be a "good guest" while conducting a structured, but not stifling, site visit? Here grantmakers offer some helpful advice for:

"It's not surprising to feel a little nervous about site visits. One way to orient yourself is to put yourself in the shoes of the applicant and imagine how you'd like to be treated. Often, puzzles about what to say or how to say it will become immediately clear."

— A grantmaker recalling a first experience with site visits

Managing Your Role

Since the business of making grants primarily involves establishing a relationship between the grantor and the grantee, grantmakers often conduct site visits precisely to develop firsthand relationships with leaders and organizations in the communities and fields on which they focus. As such, a site visit can serve as an open-ended interview that allows you to ask pressing questions you may have and let potential grantees discuss the things they love to do. Talking at length and in depth with applicants about their work, and making certain they understand the fundamental purposes of your grant-making program, can also sometimes lead to exciting new ideas.

It can be a mistake, though, to think of a site visit as a discrete, one-time-only event. Site visits and one-to-one conversations are more likely to be continuing activities — at least with organizations directly involved in your program areas. Consequently, you may decide to make your first site visit to some organizations before you circulate a request for proposals, as a get-acquainted step, or as an element of your overall reconnaissance. Later, another visit may be part of your consideration of the group’s proposal. If you decide to award a grant, there are likely to be other visits — within reason — down the road, either to monitor the grant or maintain good relations.

Bear in mind that few organizations turn down a funder’s request for a meeting. They may be in the midst of their busiest season, rushing to prepare a proposal for another funder, or simply overwhelmed with work — they’ll probably still set aside two hours for you. As valuable as site visits can be, therefore, it’s important to make sure you’re not imposing on the organization’s time or distracting its staff. Remember: the organization is not likely to tell you — at least at first — that your request for a meeting comes at a bad time. You need to be alert and sensitive, and hope that at some point the group feels free to be more candid with you about its schedule.

Before You Visit

If the site visit is a first contact, do some homework. If you have not yet received a proposal from the organization, visit its Web site, if one exists, or research its area of work. This preparation allows you to use the time you spend with potential grantees efficiently, to ask pertinent, informed questions, and to understand what they’re trying to accomplish.

Even if the contact isn’t a new one, prepare yourself and the grantee before the visit. Be thoughtful and clear. For example, you might explain that you want to learn more about a particular aspect of the organization’s work. In any case, let them know how much time you have, and whether there are particular people or activities you would like to see.

Formulate some preliminary questions — but be careful of coming up with a long list. Narrow it down to the three most important ones, so as not to overwhelm your host. Notify the potential grantee of your questions ahead of time. You might also suggest that the organization send you an agenda of its own for the visit.

If possible, schedule site visits at times when you can observe some type of program activity. It helps to experience the work of the potential grantee firsthand.

While it can be helpful to conduct your visit with other staff from your foundation — the added perspective may be valuable — remember that having too many additional people can make it hard to have an informative, relaxed conversation.

Be aware that a site visit is a very important event to potential grantees. They will quite likely put a lot of energy into planning it and will hope to have your full attention. Difficulties in scheduling can create a misleading impression, as one grantmaker learned: "I remember a time when one of our team had to leave after half an hour. It wasn’t disrespectful; it was just someone juggling a tough working schedule. But it seemed as though perhaps we weren’t really that interested."

During the Visit

Begin by reminding people of the reason for your visit and about your role. You may have explained these points already, but nonprofits often play host to visitors, and may not remember what you told them. Be sure they understand that you’re there not only as an interested individual, but as your organization’s representative.

Since everyone's time is scarce, you may want to focus on what you most need to know to make a good grant, and on matters that call for the prospective grantee's impressions, interpretations, and personal reflection. In other words, the site visit is not usually the best time to bring up small, detailed matters that may require the applicant to do research or analysis. It is an opportunity to get to know the organization in a more personal way than is possible on paper

As the Visit Concludes

Don't forget to use the visit as an opportunity to expand your knowledge of the broader community or field. Ask applicants for suggestions about other organizations or activities that you should be looking at, or other people you should get to know.

Leave room for excitement: surprisingly good things can happen during a site visit. "I remember one visit," notes an experienced grantmaker, "when, after about an hour-and-a-half of talk and examination of the premises, the prospective grantee deferred going to another meeting so he could fill us in on his ideas for several different possible grants. It was a lively discussion, and I think curtailing it would have curtailed the making of the grant. You have to leave room for excitement."

And a final note. If the first one or two visits start off stiffly, don't worry. It takes more than an hour or two, and often more than a single visit, to establish the kind of trusting, open relationship in which a real exchange of ideas — the "excitement" — can take place.

MORE ON THIS SUBJECT

Learning from Site Visits (Funding Community Organizing) Managing Expectations: Site Visits (Saying Yes / Saying No)

Takeaways are critical, bite-sized resources either excerpted from our guides or written by Candid Learning for Funders using the guide's research data or themes post-publication. Attribution is given if the takeaway is a quotation.

This takeaway was derived from Building Community Inside and Out .

Content type

Related content, your candid learning for funders.

Registration
Content Feeds
About the Website
About Candid Learning for Funders
Journal Guidelines

How to Plan the Perfect Customer Visit [+ Agenda Template]

Published: August 02, 2021

Now that the world is opening back up, it’s time to get out there and meet your customers face-to-face. For many newer customers, this might be their first time getting to spend time with you — especially as conferences have moved online.

Creating that connection is invaluable. But before you book that plane ticket, it’s essential to create a plan. Planning the perfect customer visit will ensure that you meet your goals and that your customer meeting will be successful. Here’s a look at how you get there.

Why plan a customer visit?

Jason Lemkin, the founder of SaaStr and EchoSign, has said “ I never lost a customer I actually visited. ” That’s a bold statement — one that's worth taking note of. But why? What is it about customer visits that has such a big impact on customer loyalty?

First of all, you get to make a stronger impression with your customers. No matter what you sell, you aren’t just selling a product — you’re also selling the people behind it.

Your vision, your passion, your knowledge are all play into the perceived value of your product or service. All of these elements come across more strongly when you visit in person. A Zoom call just isn’t enough time to go deep.

Secondly, you get to see how your customers are using your product in person. Are they constantly printing out reports to pin up on a wall? Are you seeing teams walk across the sales floor to point out something on a screen? What kind of working environment and equipment do they have? What other types of software are they using?

Everything happening behind the scenes paints a much clearer picture of who your customers are. And when it comes time to renew or jump on that next customer success call, you’ll have a lot more knowledge ready to draw on.

Finally, meeting your customers in person is a huge motivational boost! When you’re behind a screen for so long, it can start to feel like what you do doesn’t matter — or that you’re not making any real connections. But a visit to a customer’s office can change all that, and really light up your idea of “why” you do this at all.

61 Templates to Help You Put the Customer First

Email, survey, and buyer persona templates to help you engage and delight your customers

6 buyer persona templates
5 customer satisfaction survey templates
50 customer email templates

You're all set!

Click this link to access this resource at any time.

5 Potential Goals of Your Customer Visit

Going into a customer visit with goals in mind will help you get the most out of your time there. Here are five goals to consider when planning a customer visit:

1. Understanding Their Business Goals

If you’re visiting a client, you’re likely hoping for a long term relationship. Understanding what their future goals are can help align your product with their needs. These in-depth conversations would rarely come up over a quick phone call.

2. Gathering Feedback

Customer visits provide a unique opportunity to gather honest and in-the-moment insight into what your customers need and want. When you sit next to someone who uses your product in their daily work, there’s a lot more space to have this feedback arise. And documenting it for future sales opportunities and your product team is one of the more productive actions you can take during a customer visit.

3. Referrals

In-person visits are a great time to ask for and give referrals. Ask, “Are there any other companies that you work with that you could see our product being helpful for?” Alternatively, if a pain point is mentioned by the client and you know the perfect company to help solve it, don’t be afraid to build that connection. It’s just another way you can bring value to your customers.

4. Uncovering Opportunities for Cross-Selling or Upselling

While your primary objective shouldn’t be pitching your offering at every opportunity, you might uncover a problem that your product or service can help solve. Noting these potential value-adds can make for more effective, thoughtfully targeted upsell and cross-sell conversations.

5. Testimonials and Case Studies

Customer visits can be a unique source of sales content, including pictures for case studies, video testimonials, and strong evidence-based customer stories. If you plan on making this one of your primary goals, consider asking your client to set the stage for these kinds of materials before you visit so you already know who you’ll be speaking to, before coming onsite.

How to Plan an Onsite Customer Meeting

By putting more effort in before you go, you’ll have a much better chance of achieving your goals and impressing your clients. Here are some key actions to consider when planning your customer meeting.

Thoroughly prepare before the visit.

Before you arrive, make sure you’re up to date on the state of the customer's account. Who are they usually talking to at your company? What customer service tickets have they raised lately? Are there outstanding issues that need to be addressed? These will come up during your visit.

Secondly, understand the current ecosystem your customer is working within. Is your customer in the news? What’s happening in their industry? What threats and opportunities are arising in their business? Being prepared and knowledgeable about their inner workings will make a better impression than coming in blind.

Decide who you’re meeting with.

Start by setting up a meeting with relevant company leadership. That could be the CEO, the founders, or the VP of the functional team you're working with — depending on the company's scale. Bear in mind, while this contact might be the "reason" for your visit, they're probably not who you'll be spending the most time with.

Once you have a meeting scheduled with the company's leadership, plan the rest of your day around meeting with the team leaders and employees using your product — as well as any teams that are open to signing up or expanding the current seat count or contract scope.

Make dinner reservations for you and your clients.

Traditionally, a customer visit includes taking your client out for a nice dinner as a token of appreciation. It also offers a chance for you to get to know each other outside of the limits of the work environment and form stronger relationships.

That being said, this is not a social visit. Keep your goals in mind — even outside of work hours. If you’re familiar with the restaurants in the area, choose a place that has options for every diet and has a good atmosphere for conversations. If you’re not familiar with the available options, ask the client where they’d recommend.

Complete the wrap-up report.

After the visit is over, you still have work to do. Create a wrap-up report for your internal teams back at the office. It should cover key elements of the visit like any confidentiality agreements put in place and who at your company you can share contact information or sales figures with.

Identify any action items that came up during the visit. Include any positive highlights during the meeting as well as any risks or opportunities that arose. Create a copy of the report for your client as well, to show that you were listening to their concerns and that you’re going to follow up with them.

Customer Visit Agenda Template

Use this sample agenda to plan your own customer visit.

10 am: Welcome/Office Tour (30 minutes, w/ Stacy, Raul)

Get settled, set up a desk or boardroom for the day

11 am: Executive Meeting (1 hour, w/ Stacy, Thomas, Ankit, Shireen)

Overview of status, product usage, any updates
Add any bullet points you need to cover here
Upcoming changes or challenges for the business
New Opportunities
Areas of concern

12pm: Lunch

1pm: User Meetings (4 hours, rotating through Marketing teams)

Overview of new features
Gather feedback from users
Sit with teams to review workflow

5pm: Wrap Up meeting (30 minutes)

Process or configuration change recommendations
General questions and answers
Items to be addressed as part of maintenance
Enhancement opportunities

6:30pm: Dinner at Restaurant

Internal Notes

At the bottom of your agenda, include internal notes that are meant to be shared with your team only.

Plan for success

It’s time to get back out there and meet your clients face-to-face. By planning your customer visit ahead of time, you’re sure to achieve your goals and come out with a stronger understanding of what your clients need.

Don't forget to share this post!

9 Bad Sales Habits (& How to Break Them In 2024), According to Sales Leaders

22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

9 Key Social Selling Tips, According to Experts

7 Social Selling Trends to Leverage This Year [New Data]

How Do Buyers Prefer to Interact With Sales Reps? [New Data]

7 Sales Tips You Need to Know For 2024 [Expert Insights]

What is Sales Planning? How to Create a Sales Plan

Sales Tech: What Is It + What Does Your Team Really Need?

10 Key Sales Challenges for 2024 [+How You Can Overcome Them]

The Top Sales Trends of 2024 & How To Leverage Them [New Data + Expert Tips]

Free email, survey, and buyer persona templates to help you engage and delight your customers.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Skip to content
What jobs are right for me?
Browse all job roles
How to apply for a job
What is a construction worker?
What roles are available?
How do I apply?
Different levels of apprenticeships
A guide to your apprenticeship wage
Construction Apprenticeships
Work experience
Construction traineeships
Construction courses
Apply to become a Go Construct STEM Ambassador
Frequently asked questions
Request an Ambassador
Free courses
Stories of people in construction
What's happening in construction?
Construction and disability
Construction and ethnic diversity
Construction and LGBTQ+
Construction and refugees
How you can promote diversity
The changing culture of construction
Joining the UK construction industry
Women in construction
Construction and gender
What is construction?
How does construction work?
Construction Industry
Key Stage 2
Key Stage 3
Key Stage 4
Key Stage 5
Career presentations
Careers videos
Construction phase plan
Construction programme
Construction sites
Modern methods of construction
Interactive Video Resources
Ultimate Quiz
CPD Resources
Interactive Construction Site
Why do an apprenticeship
What is an apprenticeship
How long is an apprenticeship
Apprenticeship wages
Apprenticeship levels
How to find an apprenticeship
How to apply for an apprenticeship
How to write a CV for an apprenticeship
How to write a cover letter for an apprenticeship
What to expect from an apprenticeship interview
Educational resources

Guide to Construction Site Visits

Resource Names:

A Guide to Organising a Construction Site Visit
A Site Visit Workbook
Site Visit Arrangement Sheet (editable)

Resource Descriptor:

These resources provide a range of information, advice and guidance including a workbook, checklists, FAQ to support employers hosting a construction site visit and those who are intending to visit a construction site.

Resource Aims:

The information and advice in the guide aims to help both parties in the planning stages and on the day of the site visit to ensure that it is both meaningful and successful.

Any parties who may be organising a construction site visit including:

Education & Learning Providers
Jobcentre Plus

Further Information:

Please see the Resource Cover sheet which provides an overview of the resource.

Download all documents for Guide to Construction Site Visits

A site inspection checklist is a tool event planners can use when visiting a location they’re considering for their next affair.

Examining a venue in person allows you to make note of the advantages and limitations of what’s available. Having a checklist makes it easy to keep track of all the little details. This way, you can make an educated decision either way. It also helps to have this info handy when you begin planning the event.

Get every detail right at any site with accurate diagrams

Get Started Free

A site inspection checklist helps event planners remember every little detail, no matter how small, when visiting a venue. It also helps to keep uniform records of site inspections as a future reference for both yourself and other team members.

Organized and extremely detailed records like these are a huge asset to event planners, regardless of whether they ultimately choose the venue this time around.

In an ideal world, you’d schedule your site inspection a year out from your event, with follow-up visits six months and one month out.

But the new norm seems to be a single visit just a few months away from the event. Not to worry though ” a site inspection checklist is a great tool for this situation since it helps to make sure you get all your ducks in a row in just one visit.

A site inspection checklist helps event planners remember every detail, no matter how small, when visiting a venue. Click To Tweet

2. Scheduling

Event planners can typically schedule a site inspection through a sales representative at the property via phone or email. If it’s a hotel, they might also coordinate your complimentary room at this stage, although not all sites offer free rooms with every inspection.

3. Preparation

Conducting a site visit requires time management skills from both the planner and the venue itself. Make sure you’re prepared with your site visit checklist and preliminary research completed before you arrive. And if the visit feels rushed, make a note of that as well.

3 site inspection tips

Ask smart questions. Ask questions that can’t be answered by any materials you already have. Also, remember to time your questions well. Some questions are better to ask during a tour, while others are more suited to ask during a break.
Connect with at least three other event planners. Most often, a site visit will involve a group of people. Talk to as many event planners as you can and exchange contact info. After the inspection, you can connect and discuss your points of view about the venue and whether you’ll each move forward with it. They might even have some insider info to pass along.
Have a checklist ready to go. As we’ve already mentioned, having a checklist with you is one of the most important steps to a successful site inspection. Use our checklist as a jumping-off point and be sure to include additional questions of your own.

Try the world’s most popular event diagramming

In addition to bringing a checklist like the one below, you’ll also need to do each of the following:

Research, research, research. Look at specifics about the venue and the surrounding area. Review all resources (like virtual tours and downloadable floor plans) the venue provides ahead of time.
Check in with your team . Go over your inspection checklist to see if they have any further recommendations or requests for you.
Prepare business cards . You can give them to the venue’s sales rep and other tour members for networking purposes.
Pack the right tools. You should always bring a camera (that has plenty of available storage) with at least one backup battery just in case. Also, remember to take your checklist and an organized list of your event needs and wants.
Know what you need to see and what you don’t need to see. If the gym and pool areas aren’t necessary for your guests, make sure your contact at the venue knows that ahead of time. Be sure to have a must see list and kindly insist on visiting these areas during the visit.

Remember, the point of the site inspection is to leave with all the info you need to make a decision about the venue. So prepare accordingly. In addition to this list, you can also prepare by getting to know what separates a good inspection from a bad one.

Hotels and other event venues should do their best to impress event planners during site inspections. But there are some telltale signs that a venue is going truly above and beyond (or not).

Here are some signs that the site knows how to lead a quality site inspection:

They are honest about hidden costs or availability. The sales rep should tell you about pricing options and fees upfront.
They ask for event specifics before you arrive . Venue reps should already be familiar with your event needs and how they can accommodate them ” even if they have to get a little creative to do so.
They provide full access to updated and accurate floor plans . To-scale floor plans are a must for event planners, and venues should go out of their way to make sure you have them so you can successfully plan table layouts .
They don’t overpromise. If the venue isn’t able to fulfill things like food and beverage requests or equipment availability, they should be transparent about that. They should also provide all the possible alternatives they have on hand.
They provide a custom, tailored experience for your visit. Their site inspection agenda, room set-ups, and walk-throughs should all mirror your event vision.
They give you a single point of contact. Having one team member you can contact before, during, and after the site visit makes it easier to communicate with the venue.

Once you know these telltale signs, it’s time to prepare your own checklist.

Bring your checklist to life faster with easy diagramming

Get Started Now

Site inspection date
Contact information
Venue availability

Event logistics

Nearest airport & distance from venue
Nearest hotel (if venue is not a hotel) & distance from venue
Parking fees
Valet parking availability
Freeway accessibility
Directional signage
Recreational services available

Food & beverage

Continental breakfast
Full breakfast
Coffee (per gallon)
Service charge
Guarantees needed by
Overset guarantee by (%)
Special packages
Presentation

Audio & visual

Equipment provided
Equipment quality
Equipment availability
Rental rates
Labor rates
Are union rules applicable? If so, what are the requirements?

Additional checklist items for meeting rooms

Space availability
Room rental charge
Set-up charges
Cleanliness
Soundproofing
Ceiling height
Temperature control
Sound system
Presentation equipment
Number of elevators and proximity to space
Nearest restroom proximity
Nearest restroom cleanliness
Catering availability

Additional checklist items for hotels

Is complimentary transportation to/from the nearest hotel and/or airport available?
Approximate taxi fare from the nearest hotel and/or airport
Total number of sleeping rooms
Total number of suites
Rooms with king beds
Rooms with queen beds
Rooms with 2 double beds
Rooms with twin beds
% non-smoking rooms
Rack rate for singles, doubles, and suites
Group rate for singles, doubles, and suites
Complimentary rooms available
Plus over and above
Room tax rate
Additional tax per room per night, if applicable
Room block by day (list each date and corresponding number of rooms)
Cut off date
Are rates available after cut off date?
Proximity to meeting space
Cleanliness & appearance
Square footage of each room type
General amenities
Bathroom conditions & cleanliness
Is there a workspace or desk available inside rooms?
Is there a sitting area available inside rooms?
Number of restaurants in hotel
Number of lounges in hotel
Public restroom proximity
Public restroom cleanliness
Fire safety
Handicap accessibility

Guide: How to Create an Event Planning Checklist

5 important questions to ask at every site inspection

There are certain questions that, regardless of what type of venue you visit, are required for any event. Here are 5 questions that should give you greater insight into what the site can provide:

How late can events run?
What is the max capacity for each room?
What permits are required for events?
Are there designated areas for storage, green rooms, and/or back-of-house?
What branding opportunities are available inside and outside of the venue?

If you want to make the most of your site visit, you must also think ahead to what you’ll need to do once it’s over. Make sure to address each of the following:

Review your visit with key stakeholders by forwarding them a summary of your findings along with a meeting request.
Hold an in-person meeting to go over details, share your site inspection checklist, and answer any questions your team might have.
Make a decision on whether or not to move forward on this venue together.

You can find even more amazing tips for site inspections and event planning with our free event planning checklist .

Final thoughts

Checking out a new venue for the first time means managing a lot of moving parts with a site inspection checklist. It also means trusting your gut and picking a venue that aligns with your event goals. Knowledge is power for the modern event planner. So be sure to include any other questions you may have that are specific to your event or your location needs. Now that you’ve read the site visit guide , check out tips for how to negotiate event contracts.

Bring amazing events to life, no stress

Free Planner Tools
Event Seating Software
Event Check-In Software

Venue Tools

Event Diagramming Software
Interactive Floor Plans
Photo-Realistic 3D
Lead Capture Tools
Event Planning
Guides & Webinars
Customer Stories
Contact Sales: +1 (877) 973-2863
About Cvent
Cvent Community
Help & Support
Training & Certification
Status & Uptime
Terms of Service
Privacy Policy
Your Privacy Choices
+1 (877) 973-2863 - Option 1
[email protected]

Bureaus and Offices
Contact HRSA

Site Visit Protocols and Guides

Health center program site visit protocol (svp).

The Site Visit Protocol is a tool to assist the Health Resources and Services Administration (HRSA) perform its oversight of health centers. The SVP includes a standard and transparent methodology that aligns with the Health Center Program Compliance Manual .

Health Center Controlled Network (HCCN) Site Visit Guide

The Health Center Controlled Network (HCCN) Site Visit Guide (PDF - 449 KB) provides an overview of the site visit process and activities to complete in preparation for and completion of a site visit for both consultant and HCCN.

Awardees: HCCN Awardee Presentation Slides (PDF - 852 KB)

National Training and Technical Assistance Partners (NTTAP) Site Visit Guide

The NTTAP Site Visit Guide (PDF - 799 KB) includes all the information that organizations need to prepare for the completion of site visits.

Awardees: NTTAP Awardee Recording | NTTAP Awardee Presentation Slides (PDF - 387 KB)

Primary Care Association (PCA) Site Visit Guide

The PCA Site Visit Guide (PDF - 943 KB) includes the information that organizations need to prepare for the completion of site visits.

Awardees: PCA Awardee Recording | PCA Awardee Presentation Slides (PDF - 422 KB)

Federal Tort Claims Act (FTCA) Site Visit Protocol

The Federal Tort Claims Act (FTCA) Site Visit Protocol streamlines site visits to ensure compliance with the FTCA deeming requirements found in 42 U.S.C. 233(h) and (q). FTCA site visits are distinct from Health Center Program Operational Site Visits (OSVs) under section 330 of the Public Health Service Act. FTCA site visits enable HRSA to assess FTCA deeming requirements and provide technical assistance to health centers.

Planning and Conducting Title X Site Visits: A Toolkit for Family Planning Providers

Welcome to the toolkit.

Title X grantees must ensure that their projects are competently and efficiently administered. One strategy for meeting this requirement is to conduct formal, comprehensive site visits (also referred to as reviews) with subrecipient agencies and service sites. Site visits should be conducted on a rotating schedule (e.g., once every project period or every three years.) Title X grantees who contract with subrecipient agencies to provide Title X services should carry out formal site visits as part of the subrecipient monitoring process.

This toolkit provides guidance, steps, and resources for Title X-funded grantees to conduct site visits.

How To Use the Toolkit

Illustration looking over a person's shoulder at a clipboard.

This toolkit includes resources, such as job aids, sample documents, and templates, that Title X grantees can modify to conduct site visits. Instructions for customization are provided in each of the sample documents. The resources in this toolkit support grantees in:

Planning for an on-site review and conducting desk review
Conducting an on-site review
Monitoring findings and closing out a site visit
The entire process is outlined in more detail in the Title X Site Visit Timeline and Checklist.

Title X Site Visit Timeline and Checklist

Start by downloading the Title X Site Visit Timeline and Checklist , a roadmap for the site visit process from start to finish. The action steps below are a summary of the more detailed information on the timeline and checklist.

Common Terms

Grantee: An agency that receives Title X funds directly from the Office of Population Affairs (OPA)

Subrecipient: An agency that receives Title X funds from a grantee

Service site or site: A clinical care-providing location operated by a subrecipient or grantee that provides Title X-funded family planning services

Site visit: A site visit is the formal process of conducting a comprehensive subrecipient or service site review. This site visit, or review, may encompass both a desk audit and visit(s) to clinics and administrative offices to conduct chart audits, make observations, conduct staff interviews, and document reviews.

Site visit team: Members of the grantee staff and/or consultants who work together to conduct the program review. Often, the team consists of a team lead/coordinator, and reviewers who focus on one or more review components (administrative, clinical, and fiscal).

Planning for a Site Visit

Thoughtful preparation is imperative for a successful site visit. A comprehensive review requires the involvement of administrative, financial, and clinical staff at the grantee, subrecipient, and service site levels. To ensure a smooth process, planning for a site visit should start one year to six months before conducting the review itself. Preparation includes a “desk review” during which documents, shared by the subrecipient or service site, are reviewed in preparation for the on-site assessment. Follow the action steps below, referring to the Title X Site Visit Timeline and Checklist and associated resources, to plan for a site visit.

Conducting Site Visits

The on-site review builds on information gleaned from the desk review. During the on-site review, the team seeks clarification on questions raised by the desk review, conducts observations, interviews staff, and reviews materials that are only available on-site. Follow the action steps below, referring to the Title X Site Visit Timeline and Checklist and associated resources, to conduct an on-site review.

Monitoring Findings and Closing Out Site Visits

Post-review activities are strengthened by the prompt and careful coordination of all site visit team members to write their sections for a compiled Site Visit Report . Timely delivery of this report to the subrecipient agency goes a long way to demonstrate that the grantee values a mutually respectful partnership. Follow the action steps below, referring to the Site Visit Timeline and Checklist and associated resources, to close out a site visit.

Share Your Feedback

Error message

Site Visit or Plant Tour: How to Maximize Its Effectiveness

December 3, 2018
Supplier Assessment , Supplier Sourcing

We’ve talked about why and how you should do a site visit before. Even though you know a site visit is of great importance in assuring you the quality and the consistency of your future products, you may still find it hard to put it to effective use. This is all the more true if you or your team have limited experience in conducting site visits or plant tours.

For some, especially those who are looking for overseas suppliers, site visits are both time and money consuming. Especially when you don’t have a local team to help you with that.

So what can you do to ensure an effective site visit? How can you maximize the effectiveness of the plant tours?

We’ve broken the whole site visit into the following 3 parts, so you’ll have a better idea of what to do in each phase of the site visit so as to make it effective as you hope.

Before the visit

Before going straight forward to the supplier, there are things that you can do to save time for the both parties. Such preparations are of utmost important in that they set the tone for the rest of the tasks that follow.

Prioritize your goals for the site visit

First, you need to know for sure why you want to do the site visit, what accomplishments you want to achieve, who do you think you should talk to if you want to get the problem solved.

Without knowing where to focus the time and effort, it’s almost unlikely that you will see a promising outcome for the site visit.

The last thing you want to do is to make the site visit just a day tour to the factory, only to discover that the site visit is but a tiring and non-effective waste of time.

Gather the right resources

Once you’ve set the goals for your site visit, it shouldn’t be hard for you to gather the right resources to actually going to the site.

For example, you should include a quality engineer in your site visit team if one of your priorities is product quality. And you should definitely include a sourcing professional if you want to make sure the product price is not off the chart.

It is, of course, very natural for you to include as many people who have site visiting experience as you can. Because the more site visits one has done, the easier for them to maximize the effectiveness of the tours. However, with the clear goals and structure set, it’s easy for even the young, in-experienced engineers to get the most out of site visits.

Do a joint preparation

When you have the goals and team set, the next thing you do is to start preparing for the visit. And we suggest doing a joint preparation, i.e. a joint meeting between you and the potential supplier.

In this way, you won’t have to explain to your supplier what exactly are you looking for at the site and waste the precious visiting time. And your supplier can prepare the required information such as data, numbers, figures when you ask for it at the site.

In addition, you can settle down on the detail schedule for the visit and propose changes to items that are of little importance to your visit goals.

During the visit

We’ve covered in the post Select the Ideal Supplier With a Site Visit about what questions you should as during a site visit.

Here is just a screen shot for your reference. Feel free to give it a read if you’re interested in knowing more.

After the visit

When the visit ends, it’s crucial that you summarize the visit into a form of report and then send feedback to your potential supplier.

On the one hand, the site visit report is a good way to tell how well you and your team have achieved the goals you set before the visit. In addition, the report provides an objective insight of whether the visited supplier is a good fit for your product.

On the other hand, your potential supplier could use the feedback to improve their expertise and capabilities. Even though the supplier won’t be your choice at the end, it’s still good for your business to maintain a nice, friendly relationship with more potential suppliers.

If site visits are almost impossible…

There are many cases where site visits are almost impossible to be done. For example, when your potential suppliers are located somewhere across the world; when you don’t have the right resources to assess the potential suppliers at site; when the suppliers refuse any chance of site visiting from you…

If you’re still bothered by the above problems, feel free to reach out to us, and we’d be more than happy to fix the problem for you.

We have a team of engineers with decades of experience in field; we’re located in Asia so it’s easier for us to get around; we have great relationships with hundreds of suppliers in almost any industries… In a nutshell, we’ve got you covered.

Feel free to let us know what’s bothering you, and we’ll see what we can do to help.

On The E-Cigarette and Vaping Chinese Supply Chain

Brief on China Smart Home Industry Supply Chain

On Microsoft’s Accusation of Foxconn IP Infringement

On The Folding Phone Screen’s Supply Chain

E-scooter Business is Zooming, How Can Chinese Supply Chain Help?

Move Manufacturing Production to Malaysia From China?

Mexico, The Next Destination for Manufacturing?

Discover more from insight solutions global.

Subscribe now to keep reading and get access to the full archive.

Type your email…

Dashpivot article – Site Visit Report example

Site Visit Report example

What is a site visit report.

A site visit report is a formal document that provides a detailed account of a visit to a particular location or project site.

It records the observations, activities, conditions, discussions, and any deviations or issues identified during the visit.

The report often includes recommendations or action items based on these findings.

It serves as an official record, aids in tracking progress or compliance, and can guide future decision-making.

What does the site visit report example cover?

Here's what's covered in the site visit report example:

Report Title: Clearly indicating it's a "Site Visit Report."
Project Name/Title: Name of the project or site.
Location: Address or description of the site visited.
Date of Visit: The exact date the visit took place.
Prepared By: Name of the person or team who prepared the report.
Introduction/Objective: A brief section detailing the purpose and objectives of the site visit.
Attendees/Participants: A list of individuals present during the visit, including their roles or affiliations.
Summary of Activities/Observations: A concise overview of what was done and seen during the visit.
Project Progress: Status of ongoing work.
Safety Measures: Observations related to safety precautions, PPE usage, and potential hazards.
Quality of Work: Comments on the quality of work done so far.
Equipment & Resources: Status and condition of machinery, tools, and other resources.
Personnel: Feedback on staff performance, skill levels, or interactions.
Issues or Concerns Identified: Any problems, discrepancies, or potential risks noticed during the visit.
Recommendations: Based on observations and identified issues, suggest corrective actions, improvements, or next steps.
Photos and Diagrams: Visual documentation can be invaluable in a site report. Include relevant photos with clear captions to illustrate points made in the report.
Conclusion: Sum up the main findings and the overall impression from the site visit.
Next Steps/Follow-Up Actions: Any scheduled follow-up visits, tasks to be done, or decisions to be made after the site visit.
Attachments/Appendices: Additional materials, notes, or detailed data supporting the report's content.
Signatures: Depending on the report's formality, it might be necessary for the person preparing the report and perhaps a superior or project stakeholder to sign off on its contents.

A well-prepared site visit report should be clear, concise, and structured. It provides a factual and objective account of the visit and serves as a vital tool for communication, decision-making, and record-keeping.

Site Visit Report example and sample

Below is an example of a site visit report in action. You can use this example in its entirety or sample it as needed.

Use a free Site Visit Report template based on this Site Visit Report example

Digitise this site visit report example.

Make it easy for your team to fill out site visit reports by using a standardised site visit report template .

The free digital site visit report comes pre-built with all the fields, section and information from the site visit report example above for your team to carry out detailed reports.

Customise the report with any extra information you need captured from your site visit reports with the drag and drop form builder.

Distribute your digital site visit report for your team on mobile or tablet so they can fill it out on site while the information is still fresh and at hand.

Create digital workflows for your site visit reports

Make it easy for your team to request, record and sign off on site visit reports by utilising a dedicated a site visit report app .

Automated workflows move a site visit request from planning to recording to signoff a smooth and simple process.

Quickly and easily share completed site visit reports as perfectly formatted PDF or CSV so your team is always across what's been recorded.

Take photos of site progress on site via your mobile or tablet, attach directly to your site visit reports with automatic timestamps, geotagging, photo markup and more.

Site diary template

Complete and organise your daily diaries more efficiently.

Meeting Minutes template

Capture, record and organise those meeting minutes.

Progress Claim template

Streamline and automate the progress claim process to get paid faster and look more professional.

Sitemate builds best in class tools for built world companies.

About Nick Chernih

Nick is the Senior Marketing Manager at Sitemate. He wants more people in the Built World to see the potential of doing things a different way - just because things are done one way doesn't mean it's the best way for you.

You’ve Found the Candidate You Want: But Will They Want You? Planning Successful Site Visits

Thought leadership.

Deffet Group’s thought leaders regularly produce educational content, keeping our firm current on industry trends and research in aging services, human services, and best practices in not-for-profit executive search. Our senior leaders participate as regular attendees and presenters at national and state-level LeadingAge and other not-for-profit association conferences. To discuss how our firm can provide your organization with personalized educational sessions for board members and senior leadership teams, please contact Elizabeth Feltner at [email protected] .

You've Found the Candidate You Want: But Will They Want You? Planning Successful Site Visits

Consider this: When guests arrive for a gathering at your home, they are immediately greeted with a warm welcome and introduced to others present in order to create comfortable, enjoyable interactions for all. You make every effort to present an atmosphere of attentiveness, courtesy, and appreciation for their presence. You wouldn’t leave guests hungry or thirsty, or send them off to the least inviting area of your home. We don’t hesitate to put our best foot forward in social settings. Oftentimes, however, our expertise at managing social interactions in our personal lives doesn’t translate to the same level of effort in our professional lives, especially when it comes to hiring and recruitment. While candidate site visits aren’t parties, they are events that require you, the host, to call upon those social skills you’ve honed so well in your personal life—at least, if you think you’d like your candidates to come back, anyway.

By the time you are ready to schedule candidate visits, you have spent a considerable amount of time, energy, and financial resources arriving at this stage in the executive search process. You have already narrowed the pool to the point where any one of the people who you schedule for an interview may be the person you would most like to see join your team. You already know recruiting top talent is critical to your organization’s success, maybe even more so in these difficult economic times. While the current economy may be lagging in most areas, in 2010, executive searches rose 33%, and health care was cited as one of the top three industries wooing executives the hardest (Wall Street Journal, August 9, 2010). Making the interview visit a positive experience is just one of several steps in the critical recruitment process, but unfortunately, it is the one which is often overlooked by many organizations. Don’t make the mistake of waiting until you’ve chosen “the one” you most desire to put the special touches into your interaction with your potential new leader—you don’t know yet which person that is! Going the extra mile to ensure that each candidate’s visit is a pleasant, positive experience could very well be the deciding factor in selling the individual on your organization, and, if re-locating, on your community.

According to a study reported in “Job Candidates’ View of Site Visits” (Journal of Career Planning and Employment 54), after 76.8 % of site visits, most had changed their perception of a likelihood of being offered a position based on their interpretations of how they were treated during the site visits. Obviously, this visit plays a huge role in how candidates think you feel about them, and conversely, how they will feel about you. Ultimately, all candidates are simply human beings who wish to feel wanted and treated with respect—without that, the likelihood of them being excited to join your team is pretty slim. How well you schedule and arrange their visit also reflects the overall importance your organization places on people: you are making an important statement about your organization’s culture and integrity. The high demand for today’s best leaders means that top healthcare executives looking to make a career move may well have many opportunities, and candidates often are considering more than one position at the time of a site visit. Remember: every site visit is a two-way assessment. While you’re deciding why you should choose them, don’t forget that they are also asking themselves, why should they choose you?

Do your research in advance and involve all affected parties.

The best site visit begins well before the candidate arrives on your campus and it continues well after he or she leaves. Once you have determined whom you are going to invite for a visit, it is time to ask yourself: How well do you know your candidates? What are their interests and hobbies? Where will they want to spend their time when not at work? If they will be relocating to your area, put together a folder “marketing” your community, highlighting key attractions and interests, and draw their attention to those most geared to their favorite activities. Oftentimes, a candidate’s greatest hesitancy in accepting an offer is not related to your organization, but is about relocating to an area with which he or she is not familiar. Securing genuine enthusiasm for your community could be key to securing an individual’s acceptance of the position. In addition, you may want to consider inviting spouses/significant others. They are key players in the decision-making process to change jobs and move to a new location. Have someone show them around the area and keep them engaged while the candidate is interviewing. While this may seem like an unnecessary expense, it is a small investment in terms of the potential payoff of having the family on-board when it comes time to make a decision about accepting an offer. If it simply isn’t financially feasible to invite spouses, send a packet addressed directly to them detailing the positive features of your community and include a personal note inviting them to contact you with any questions they may have.

Plan their travel arrangements and meet them upon arrival.

If candidates are coming from out of town, take responsibility for arranging all travel and/or lodging during their stay. Choose hotel accommodations wisely—again, where you have people stay during their visit reflects the value you place on them as individuals. While it doesn’t have to be a four-star hotel, it certainly should be a clean, comfortable room in an inviting area of town. Make sure someone is there to greet them at the airport, and if they are driving, at the door of your organization from the moment they arrive. Have a comfortable room or office they can use while waiting for the interview, and offer them a beverage or light snack. A welcome basket placed in this room or the hotel room if spending the night is another way to provide a personal touch that the candidate is sure to appreciate, and likely to remember.

Designate one key individual to be responsible for planning, organizing, and running the visit and conducting the follow-up.

You should always have a designated person who is responsible for planning, organizing, and running the visit and conducting the follow-up. Again, this is a way to humanize the experience for the candidate. We all know how frustrated we get when we are handed from one individual to another in a customer service situation, and we have to answer the same questions over and over again. Make sure your candidate has a personal contact with whom to speak through every stage of the process, and who has strong enough interpersonal skills to establish a rapport. This pivotal person takes overall responsibility of the visit from beginning to end, and the candidate knows he or she is the ‘go-to’ person for any questions or difficulties encountered.

Determine who the crucial decision makers are and set a date that works for most, if not all of them.

Potential candidates want and need to meet the person(s) they will report to. If the chemistry is not right with this individual, chances are high that this will result in an unsuccessful hire. Meeting other individuals, no matter how well they get along, will not improve the odds of working there successfully. Therefore, it is important to have as many of the key stakeholders present for the visit as possible. Also, their presence reflects the importance of the individual to the organization. Ideally, all people involved in the hiring process should be present. However, you don’t want to risk losing a great candidate by waiting until everyone can participate if there are several board members, etc., and their schedules are difficult to fully coordinate. You are better off scheduling a visit when at least the majority can be present, and a phone interview for the one or two missing will usually suffice. Additionally, candidates should have an opportunity to meet future peers, who can paint a picture of the work environment and culture of the organization.

Be open and honest about your organization’s strengths and weaknesses.

While you want to be as appealing to prospective candidates as possible, it is never wise to “over-sell” your organization to a candidate. Every organization and leadership position has both strengths and challenges that should be equally addressed. Make sure you articulate those clearly and honestly in the context of the organization’s goals, values, mission, and culture. Don’t over-emphasize in either direction—a balance of the positives and challenges should always be presented.

Summarize the visit results and decide on a follow-up plan and the next steps.

While not technically part of the visit, a post visit debrief of all parties involved is essential to not only assure that all are on the same page, but to reinforce that the time vested in the interview process is valued. The worst thing you can do is to leave a great candidate hanging, so regardless of the outcome of the interview, make sure you have your key individual follow up within two to four days. It is also crucial at this point to get feedback from the candidate. In short, you must display continued interest in the professional you want to hire from the moment they walk out the door.

Avoid the following missteps:

Scheduling a site visit last minute or without key players present. This says “You are not important to us” right at the outset, which is never a message you want to send.
An overly demanding schedule or grueling, complex questions that feel like an endurance test. If the process is unduly tedious, disjointed, or confrontational and tense, a candidate can easily come away feeling like a punching bag.
Making candidates wait for long periods of time with no interaction/being “off-schedule.” Make sure they know that you recognize them and their time as valuable.
Too many interviewers. Too many words and faces simply overwhelm and alienate a candidate.
Believing that a site visit resulting in a ‘no hire’ is a negative result. This is your opportunity to make a better decision, by watching and listening in an up-close and personal manner. You should view each candidate’s visit, regardless of outcome, as a positive experience bringing you one step closer to your ultimate goal: the best hire.

In summary, your goal is to have the “option to hire” from a list of qualified candidates who are a cultural fit for your organization. This is much more likely to happen when the site visit is well run and organized in such a way to retain the candidate’s full interest in becoming part of your executive leadership team. While you may not want to think of yourself as in a marketing/selling position when it comes to hiring today’s best leaders, the “war for talent” often referred to in major newspapers and professional journals—particularly in the health care industry—is very real. A site visit is an important investment of time and money for your organization and for the candidate. Obviously, not every visit results in a new hire, but don’t you want to be the one in the position to make that decision? You are much more likely to be able to do that if you add these “human touches” that tell the candidate you do wish to select that he or she will be joining a world-class organization in an outstanding city.

About the Author

Elizabeth Feltner, M.A., A.B.D., is Vice President of Deffet Group, Inc. She works collaboratively with clients nationwide to identify and retain executive leaders and advance organizational success. An accomplished public speaker for employers and national conferences, frequent topics include succession planning, on-boarding, and leadership development.

Grizzly bears are set to be reintroduced to Washington state, after years of debate

Grizzly bears will be reintroduced to Washington state’s North Cascades mountain range, the federal government said this week — a decision that followed years of bitterly divided debate.

But it may still be years before the creatures step foot in the remote and rugged landscape, given that the complicated process requires trapping, trucking and moving bears by helicopter from British Columbia or northwestern Montana.

“There’s a lot to be done before we could even come up with a timeline,” said Jason Ransom, a wildlife biologist at North Cascades National Park. “For a project like this to be successful, it’s really important you get the planning right.”

The National Park Service and U.S. Fish and Wildlife Service announced Thursday that they hope to build a “founder population” of 25 bears over the next five to 10 years , releasing the animals in remote parts of the forest.

The move would restore a keystone species to the North Cascades, which is one of the best-protected landscapes in the U.S. Grizzlies were once found throughout the region, but thousands were killed for their fur. The bears haven’t been spotted with certainty there since 1996, according to the National Park Service.

The two agencies plan to release three to seven bears each year. The goal is a population of 200 bears within 60 to 100 years.

The North Cascades is one of six areas where federal agencies are pursuing grizzly restoration .

Advocates say the effort will make the overall ecosystem healthier.

“Our culture had a war on these species and we know better now, and this is a chance for us to tell a different story,” said Gordon Congdon, a retired orchardist and conservationist who lives in Wenatchee, Washington, and who has supported the restoration effort. “We think by restoring the grizzly bear, that improves the ecology of the environment, which benefits other animals and benefits the diversity of habitat.”

Ransom said grizzlies turn over soil, spread seeds and can move and thrive in a lot of habitats. As climate change reshapes the environment, bears are expected to fare relatively well.

“I think their ability to move and the really broad spectrum of foods they need bodes well for them. They can be one of the climate change survivors,” Ransom said. “Putting back a species like that builds resilience in an ecosystem in the face of change.”

Opponents, however, worry that bears present a safety risk to people and will stray into lowland areas with farms and livestock. That group includes some farmers and ranchers near the border of the landscape where the bears will make a new home.

For more than a decade, Washington state has struggled to keep wolves from killing livestock and prevent people from illegally harming wolves.

“We already have predator issues in the state. We don’t need another apex predator when we can’t deal with what we have,” said Rachel McClure, a rancher who is the secretary of the Okanogan County Cattlemen’s Association. “We’re busy dealing with wolves. We don’t need to be thinking about bears.”

McClure said she suspects grizzlies will wander from the terrain ecologists choose: “They’re not going to stay where they put them.”

Federal agencies are sensitive to such concerns. But Ransom said release sites would be “in high-quality habitat far, far away from everybody.”

Andrew LaValle, a Fish and Wildlife public affairs officer, said the area of habitat within Washington state is roughly the size of New Jersey, and roughly 85% of it is under federal management.

The federal government has also designated the grizzly bears in this project as a “nonessential experimental population” under the Endangered Species Act, which will give more legal flexibility.

People will be allowed to kill grizzlies to protect humans from bodily harm, and federal agencies will be allowed to relocate or kill the bears, if necessary. In limited cases, with government authorization, private landowners will be allowed to kill grizzlies if they get close to livestock and are a threat.

But lethal action is “not the first tool in the toolbox,” LaValle said.

The bears will be captured in late summer or early fall, according to Ransom, using what’s called a “culvert trap,” which looks like an elongated steel drum with a trapdoor. Once inside, the creatures will be anesthetized, receive a veterinary exam and get fitted for a radio collar so biologists can track their whereabouts.

The bears will be shipped in the traps to staging locations, then helicopters would lift them into the wilderness for release.

Joe Scott, the international programs associate director at Conservation Northwest, said grizzly recovery is slow, challenging work. Female grizzlies typically don’t reproduce until 5 years of age and rarely wander out of their home terrain. Many cubs don’t survive to reach reproductive age.

“As long as it’s taken to get here, it’s just the start of this. The actual implementation is not a slam dunk,” Scott said.

He added that starting with 25 bears should allow the population to ramp up slowly: “It gives a chance for people and bears to get used to each other in a place we haven’t had them for several decades.”

Evan Bush is a science reporter for NBC News. He can be reached at [email protected].

From The Rachel Maddow Show

ALL MADDOWBLOG POSTS
THE RACHEL MADDOW SHOW
FULL EPISODES
RACHEL ON THREADS

Building on Obama’s plan, Biden boosts overtime pay for millions

By Steve Benen

Though much of the political world’s focus this week has been on Donald Trump and his extraordinary legal difficulties, it’s been an exceedingly productive week for President Joe Biden and his administration. The incumbent Democrat and his team have advanced a series of key policy priorities in recent days, touching on everything from climate change to air travel , non-compete clauses to residential solar projects .

But the Biden administration’s new policy on overtime pay was of particular interest for a few reasons. Reuters reported this week:

The administration of U.S. President Joe Biden on Tuesday unveiled a rule extending mandatory overtime pay to an estimated 4 million salaried workers, going even further than an Obama-era rule that was struck down in court. The U.S. Department of Labor rule will require employers to pay overtime premiums to workers who earn a salary of less than $1,128 per week, or about $58,600 per year, when they work more than 40 hours in a week.

It’s been several years since we last talked about this , so let’s quickly recap how we arrived at this point.

In the latter half of Barack Obama’s presidency, the Democrat realized that congressional Republicans would never agree to raise the minimum wage, so he and his team explored other ways to put a little extra money in American workers’ pockets. In time, overtime pay eligibility became a key priority for the White House’s economic agenda.

This might sound a little wonky, but it’s relatively straightforward. Under existing labor laws, millions of workers earning below a certain income threshold are eligible for overtime pay when their workweek exceeds 40 hours. In Obama’s second term, that threshold was $23,660.

The Democratic president doubled it to $47,476, and in the process, Obama extended overtime rights to more than 4 million workers who would otherwise not be eligible to receive it. The same policy included cost-of-living increases to keep up with inflation. HuffPost at the time described it as “one of the most ambitious economic reforms of the Obama era.”

It did not, however, last. As a Vox report explained in 2019, “Powerful businesses groups freaked out. Then they joined 21 Republican-controlled states to sue the administration before the rule went into effect in 2016. The rule was put on hold during the legal dispute. A federal judge in Texas invalidated it in 2017, arguing that the Labor Department didn’t have the authority to make such a drastic change.”

Donald Trump — the alleged populist with a deep concern for working-class Americans — unveiled an alternative that dramatically scaled back Obama’s policy : The Republican administration raised the income threshold to $35,000, instead of $47,476, and scrapped cost-of-living increases altogether.

Biden is reversing Trump’s reversal and going even further than Obama, moving the new eligibility threshold to $58,600 per year. As Acting Labor Secretary Julie Su emphasized , the new policy also “establishes regular updates to the salary thresholds every three years to reflect changes in earnings. This protects future erosion of overtime protections so that they do not become less effective over time.”

Obviously, what matters most are the benefits millions of American families will soon feel. But as the 2024 presidential campaign advances, and voters are asked to consider which candidate does more to look out for workers, keep this story in mind.

This post updates our related earlier coverage .

Steve Benen is a producer for "The Rachel Maddow Show," the editor of MaddowBlog and an MSNBC political contributor. He's also the bestselling author of "The Impostors: How Republicans Quit Governing and Seized American Politics."

Supported by

News Analysis

Conservative Justices Take Argument Over Trump’s Immunity in Unexpected Direction

Thursday’s Supreme Court hearing was memorable for its discussion of coups, assassinations and internments — but very little about the former president’s conduct.

Share full article

The Supreme Court seen in the background. There is a broadcasting camera set up in the foreground.

By Adam Liptak

Reporting from Washington

Before the Supreme Court heard arguments on Thursday on former President Donald J. Trump’s claim that he is immune from prosecution, his stance was widely seen as a brazen and cynical bid to delay his trial. The practical question in the case, it was thought, was not whether the court would rule against him but whether it would act quickly enough to allow the trial to go forward before the 2024 election.

Instead, members of the court’s conservative majority treated Mr. Trump’s assertion that he could not face charges that he tried to subvert the 2020 election as a weighty and difficult question. They did so, said Pamela Karlan , a law professor at Stanford, by averting their eyes from Mr. Trump’s conduct.

“What struck me most about the case was the relentless efforts by several of the justices on the conservative side not to focus on, consider or even acknowledge the facts of the actual case in front of them,” she said.

They said as much. “I’m not discussing the particular facts of this case,” Justice Samuel A. Alito Jr. said, instead positing an alternate reality in which a grant of immunity “is required for the functioning of a stable democratic society, which is something that we all want.”

Immunity is needed, he said, to make sure the incumbent president has reason to “leave office peacefully” after losing an election.

Justice Alito explained: “If an incumbent who loses a very close, hotly contested election knows that a real possibility after leaving office is not that the president is going to be able to go off into a peaceful retirement but that the president may be criminally prosecuted by a bitter political opponent, will that not lead us into a cycle that destabilizes the functioning of our country as a democracy?”

Justice Ketanji Brown Jackson took a more straightforward approach. “If the potential for criminal liability is taken off the table, wouldn’t there be a significant risk that future presidents would be emboldened to commit crimes with abandon while they’re in office?” she asked.

Supreme Court arguments are usually dignified and staid, weighed down by impenetrable jargon and focused on subtle shifts in legal doctrine. Thursday’s argument was different.

It featured “some jaw-dropping moments,” said Melissa Murray , a law professor at New York University.

Michael Dorf , a law professor at Cornell, said that “the apparent lack of self-awareness on the part of some of the conservative justices was startling.” He noted that “Justice Alito worried about a hypothetical future president attempting to hold onto power in response to the risk of prosecution, while paying no attention to the actual former president who held onto power and now seeks to escape prosecution.”

In the real world, Professor Karlan said, “it’s really hard to imagine a ‘stable democratic society,’ to use Justice Alito’s word, where someone who did what Donald Trump is alleged to have done leading up to Jan. 6 faces no criminal consequences for his acts.”

Indeed, she said, “if Donald Trump is a harbinger of presidents to come, and from now on presidents refuse to leave office and engage in efforts to undermine the democratic process, we’ve lost our democracy regardless what the Supreme Court decides.”

The conservative justices did not seem concerned that Mr. Trump’s lawyer, D. John Sauer, said his client was free during his presidency to commit lawless acts, subject to prosecution only after impeachment by the House and conviction in the Senate. (There have been four presidential impeachments, two of Mr. Trump, and no convictions.)

Liberal justices asked whether he was serious, posing hypothetical questions.

“If the president decides that his rival is a corrupt person and he orders the military or orders someone to assassinate him,” Justice Jackson asked, “is that within his official acts for which he can get immunity?”

Mr. Sauer said “that could well be an official act” not subject to prosecution.

Justice Elena Kagan also gave it a go. “How about,” she said, “if a president orders the military to stage a coup?”

Mr. Sauer, after not a little back and forth, said that “it could well be” an official act. He allowed that “it certainly sounds very bad.”

Justice Clarence Thomas, who participated in the case despite his wife Virginia Thomas’s own vigorous efforts to overturn the election, was not so sure.

“In the not-so-distant past, the president or certain presidents have engaged in various activity, coups or operations like Operation Mongoose when I was a teenager, and yet there were no prosecutions,” he said, referring to the Kennedy administration’s efforts to remove Fidel Castro from power in Cuba.

Professor Murray said she was struck by that remark, apparently offered “as evidence that there was a longstanding history of executive involvement in attempted coups.”

Justice Alito also turned to history. “What about President Franklin D. Roosevelt’s decision to intern Japanese Americans during World War II?” he asked. Could that have been charged, he asked, as a conspiracy against civil rights?

Prompted by Justice Brett M. Kavanaugh, Mr. Sauer added another requirement to holding a former president accountable. Not only must there first be impeachment and conviction in Congress, but the criminal statute in question must also clearly specify in so many words, as very few do, that it applies to the president.

That seemed a little much for Justice Amy Coney Barrett, the member of the court’s conservative wing who appeared most troubled by the sweep of Mr. Trump’s arguments.

Returning to “Justice Kagan’s example of a president who orders a coup,” Justice Barrett sketched out what she understood to be Mr. Sauer’s position.

“You’re saying that he couldn’t be prosecuted for that, even after a conviction and impeachment proceeding, if there was not a statute that expressly referenced the president and made it criminal for the president?”

Correct, Mr. Sauer said.

The court will issue its ruling sometime between now and early July. It seems likely to say that at least some of Mr. Trump’s conduct was part of his official duties and so subject to some form of immunity.

The court is unlikely to draw those lines itself, instead returning the case to Judge Tanya S. Chutkan, of the Federal District Court in Washington, for further proceedings.

“If that’s the case,” Professor Murray said, “that could further delay the prospect of a trial, which means that whatever is ultimately decided about the scope and substance of presidential immunity, the court will have effectively immunized Donald Trump from criminal liability in this case.”

There is a live prospect, Professor Karlan said, that “there won’t be a trial until sometime well into 2025, if then.”

Sending the case back to the trial judge, she said, “to distill out the official from the private acts in some kind of granular detail essentially gives Trump everything he wants, whether the court calls it immunity or not.”

Adam Liptak covers the Supreme Court and writes Sidebar, a column on legal developments. A graduate of Yale Law School, he practiced law for 14 years before joining The Times in 2002. More about Adam Liptak

Lula's South American summit plan unlikely in tense region, diplomats say

Medium Text

Brazil's President Luiz Inacio Lula da Silva visits Bogota

Reporting by Lisandra Paraguassu in Brasilia, Lucinda Elliott in Montevideo and Natalia Ramos in Santiago; Writing by Anthony Boadle; Editing by Brad Haynes and Angus MacSwan

Our Standards: The Thomson Reuters Trust Principles. New Tab , opens new tab

Thomson Reuters

Lucinda reports on the southern part of Latin America from Montevideo, Uruguay. Her beat includes Argentina, Bolivia, Chile, Paraguay, Peru & Uruguay. She was previously a correspondent for the Financial Times in Buenos Aires and has experience chasing down some of the region’s more colorful political characters, securing interviews with several former and current Presidents. She was also based in Brazil and Venezuela as a freelance journalist. Before moving to Latin America in 2017, Lucinda worked from the Financial Times' London office, forming part of their premium Emerging Markets service.

Chile's president, Gabriel Boric, is pictured in Santiago

World Chevron

A pixelated composite image of Bident and Trump portraits facing each other with the words “Polling in 2024” across their eyes.

What polling can (and can't) tell you

On Nov. 5, election officials across America will count more than 150 million ballots to answer a burning political question: Who will be president of the United States? Until then, the best signals we can get will mostly come from public opinion polls, which will be the fuel of endless debate on who has the lead, Democrat Joe Biden or Republican Donald Trump. But what do polls really tell us? Lik

The U.S. military said on Sunday it had engaged five unmanned drones over the Red Sea that "presented an imminent threat to U.S., coalition, and merchant vessels in the region."

South Korea's Yoon to address his 2024 plans in TV interview

IMAGES

Visit Itinerary Templates
Corporate Visit Agenda
10+ Sample Visit Agenda
Visit Agenda
Visit Itinerary Templates
Visit Agenda

VIDEO

Site Plan Kavling
Site Plan
PLAN SİTE KULLANIMI
27_Site_Plan
Home Tour
One Step at a Time Development Plan

COMMENTS

PDF HTN-Planning and Conducting Site Visits
How-To Note: Planning and Conducting Site Visits. This resource describes practical steps and effective practices for planning and conducting a site visit. How-To Notes provide guidelines and practical advice to USAID staff and partners related to the Program Cycle. This note was produced by the Bureau for Policy, Planning and Learning (PPL).
Site Visit Analysis and Report: How to conduct and evaluate your first
A site visit analysis is a comprehensive report that summarizes the findings of a physical inspection of a potential development site. It includes information on the site's physical characteristics, location, surrounding area, demographic information, environmental impact, zoning regulations, traffic flow, and recommendations for development.
How-To Note: Planning and Conducting Site Visits
This How-To Note supplements USAID's Automated Directives System (ADS) 201.3.4.10.B. It lists Agency requirements for programmatic site visits, identifies practical steps and effective practices for planning and conducting a site visit, and recommends follow-up actions once a site visit has taken place. This How-To Note is intended as a resource for Missions and Washington Operating Units (OUs).
6 Engineering Site Visit Checklist Tips to Know
To make the most of each site visit, follow my 6 engineering site visit checklist tips. I'll focus on design phase visits, but these takeaways apply to all stages. Also, enjoy some rad photos from a hydroelectric facility I helped retrofit. #1 Map out a solid plan of action for your site visit. Preparation is the name of the game.
Conducting a Meaningful Site Visit
Conducting a Meaningful Site Visit. May 1, 2002. A site visit can be one of the most important tools you use, as a grantmaker, in determining your ultimate funding decisions. For example, an in-person look at a potential grantee's activities can complement a grantee's written proposal and give you a clearer picture of their request. In fact ...
How to Plan the Perfect Customer Visit [+ Agenda Template]
5 Potential Goals of Your Customer Visit. Going into a customer visit with goals in mind will help you get the most out of your time there. Here are five goals to consider when planning a customer visit: 1. Understanding Their Business Goals. If you're visiting a client, you're likely hoping for a long term relationship.
Everything You Should Put on Your Site Visit Checklist
Your site visit checklist should cover specifics about the site itself, event-day logistics, A/V availability, storage, and timing. Having this information in advance will help you to either plan your program accordingly or give you some lead time to find vendors offering those services. The bottom line: you can work around anything as long as ...
PDF Site Visit Guide 2023
The Health Center Controlled Network (HCCN) Site Visit Guide defines the purpose, requirements, and processes the Health Resources and Services Administration (HRSA), Bureau of Primary Health Care (BPHC) undertakes to conduct on-site or virtual site visits. This guide is intended to be used by HCCN Project Officers (POs), HCCNs, and consultants ...
PDF Creating a Site Visit Agenda: Best Practices
Generally, site visits should start at 9:00 am (8:30, if necessary) and end by 5:00 pm. The Graduate School will arrange the committee's working dinners for the evening before the site visit starts (Day Zero) and the evening of Day One. Start Day One with leadership meeting(s). This allows the review committee to discuss
Guide to Construction Site Visits
The information and advice in the guide aims to help both parties in the planning stages and on the day of the site visit to ensure that it is both meaningful and successful. Audience: Any parties who may be organising a construction site visit including: Employers. Education & Learning Providers. Jobcentre Plus.
What is a Site Visit?
A site visit is a physical inspection of a construction site. It's an opportunity for the project team behind the build to see the work in progress and to identify any potential problems. ... How to plan and coordinate a site visit. Planning and coordinating a site visit can be a bit of work, but it's important to do it properly in order to ...
Everything You Need To Know For A Successful Site Visit
Here are our 8 Top Tips for a flawless site visit! Tip 1 - Visit on the right day! This may seem an obvious one, but before scheduling the site visit make sure all the areas you want to use will be available for viewing. Showing up for a scheduled visit to a property whose main ballroom and all breakout rooms are occupied by the US Secret ...
Ultimate Site Inspection Checklist for Event Planners
Conducting a site visit requires time management skills from both the planner and the venue itself. Make sure you're prepared with your site visit checklist and preliminary research completed before you arrive. And if the visit feels rushed, make a note of that as well. 3 site inspection tips. Ask smart questions.
How to write a site visit report for construction
Here's a breakdown of what should typically be included in a site visit report report: Project Reference: The construction project name and reference ID. Location: The exact address or co-ordinates of the construction site. Date of Site Visit: The specific date (s) when the visit was recorded. Prepared By: The name of the individual or team ...
Site Visit Protocols and Guides
March 2023. Health Center Program Site Visit Protocol (SVP) The Site Visit Protocol is a tool to assist the Health Resources and Services Administration (HRSA) perform its oversight of health centers. The SVP includes a standard and transparent methodology that aligns with the Health Center Program Compliance Manual.
Planning and Conducting Title X Site Visits: A Toolkit for Family
Welcome to the ToolkitTitle X grantees must ensure that their projects are competently and efficiently administered. One strategy for meeting this requirement is to conduct formal, comprehensive site visits (also referred to as reviews) with subrecipient agencies and service sites. Site visits should be conducted on a rotating schedule (e.g., once every project period or every three years.)
Site Visit or Plant Tour: How to Maximize Its Effectiveness
When you have the goals and team set, the next thing you do is to start preparing for the visit. And we suggest doing a joint preparation, i.e. a joint meeting between you and the potential supplier. In this way, you won't have to explain to your supplier what exactly are you looking for at the site and waste the precious visiting time.
PDF Ryan White HIV/AIDS Part B Programs Site Visit Overview
Comprehensive Program Review Site Visit. Designed to provide a full operational assessment of ALL statutory and program requirements, as well as, focus on areas for fiscal, clinical quality, and administrative performance improvement. Conducted at a minimum, once every three to five years. Comprehensive Program Review Site Visit.
Site Visit Report example
A site visit report is a formal document that provides a detailed account of a visit to a particular location or project site. It records the observations, activities, conditions, discussions, and any deviations or issues identified during the visit. The report often includes recommendations or action items based on these findings.
PDF Effective Grant Monitoring: Site Visits
from the site visit. These corrective actions may take the form of a Performance Improvement Plan, Technical Assistance Plan, Corrective Action Plan, or other action, depending on the specific observations. The Program Office may also adjust monitoring levels based on a site visit.
How to plan Successful Site Visits
According to a study reported in "Job Candidates' View of Site Visits" (Journal of Career Planning and Employment 54), after 76.8 % of site visits, most had changed their perception of a likelihood of being offered a position based on their interpretations of how they were treated during the site visits. Obviously, this visit plays a huge ...
PDF Preparing for a RW site visit from a grantee perspective
Prepare: Clinical Charts. Clinical charts must be available for review by the Site Visit Team. A sample of 10-15 charts for either a Part C or D Program and 15-20 charts for a combined Part C and D Program will be reviewed. Prior to the site visit, the HIV program coordinator should give the clinical consultant a roster of active patients by ...
Site Visit Action Plan
Locate the 'Prepare Action Plan' task and click the Start link to navigate to the 'Action Plan - Prepare' page. Important Note: The 'Action Plan Source' section will be prepopulated and you will not be able to edit this section. 4. The 'Finding(s)' section will list all findings within the Action Plan. 5.
International Plans
Qualifying plan required. Speeds and coverage vary based on device and location. Check www.T‑Mobile.com for details. After allotment, data slows to plan speed (up to 128Kbps for plans without international data service). Activating a new pass ends remaining benefits of prior pass. Usage rounded up to the nearest MB each session.
Grizzly bears are set to be reintroduced to Washington state
The two agencies plan to release three to seven bears each year. The goal is a population of 200 bears within 60 to 100 years. The North Cascades is one of six areas where federal agencies are ...
Building on Obama's plan, Biden boosts overtime pay for millions
Barack Obama expanded overtime pay for millions. Donald Trump largely gutted that policy. Joe Biden is reversing Trump's reversal — and going even further.
Conservative Justices Take Argument Over Trump's Immunity in Unexpected
Thursday's Supreme Court hearing was memorable for its discussion of coups, assassinations and internments — but very little about the former president's conduct.
Lula's South American summit plan unlikely in tense region, diplomats
Lula has not given up plans for a summit and said on Tuesday he hopes Boric will invite other presidents to discuss South American integration when he makes a state visit to Chile on May 17-18.