TNCPE Team Leader Communication Overview When To whom Format Subject Content & main points References Reminder to complete COI form Immediately Email template & Request to complete/send Biography Request Examiner and Calendar Request forms to Team Leader Team Leader receiving Email Welcome! Team Guide, Chapter 1, Read application, start Key Factors assignment Set due date for completion of Key Factors Step 1 packet Other administrative details Get to know teammates personally their – Within 1st experience and special areas of interest week of Team Leader Confirm contact information Examiner Individual receiving N/A Guide, Chapter 1, Follow up if you haven’t received initial Team phone calls assignment deliverables Step 1 Reassure new examiners to the process” packet Answer questions Overview of TNCPE process After Phone Team Leader Communication preference receiving & Applicant (Follow up Introduction Guide, Chapter 1, Schedule of availability for Site reviewing Step 2 with email) Nuances of Site Visit location(s), attire, certain – application days/times, etc. At beginning Due date for Independent Review Key Factors Email template & of Examiner & Tips and lessons learned Email Team Leader independent Team Independent Reminder to track hours worked Guide, Chapter 2 review Review Update on Site Visit (if available) Throughout Examiner Follow up with teammates who are not on track independent Phone Status N/A Team to ensure deadlines are met review Reminder of steps to finalize Independent Review Near end of Getting Email template & Examiner Category assignments independent Email Ready for Team Leader Team Consensus Meeting logistics review Consensus Guide, Chapter 3 Schedule reminder Cheer for and encourage your team After Email template & Examiner Focusing on Tips for using Scorebook Navigator for Consensus moving to Email Team Leader Team Consensus Due date for Key Factor review consensus Guide, Chapter 3 Suggested interim dates for Consensus A few days See you at Agenda for Consensus before Examiner the What to Email Email template consensus Team Consensus How to prepare meeting Meeting Proposed ground rules After consensus; Applicant See Sample Site Visit Correspondence from Examiner Resources page 2 weeks Letter N/A & TNCPE Site Visit Issues before site visit One week Email template & Final Site Visit Agenda Examiner before site Email Preparations Other logistics Team Leader Team visit for Site Visit Guide, Chapter 4 What to bring After Wait to hear from TNCPE before disposing of submitting Examiner We’re applicant materials Email Email template Final Team DONE! Submit hours worked Scorebook Complete team and peer evaluations
TNCPE Team Leader Communication Overview When To whom Format Subject Content & main points References Immediately receiving assignment packet Examiner Team Email Welcome! Reminder to complete COI form Request to complete/send Biography Request and Calendar Request forms to Team Leader Read application, start Key Factors Set due date for completion of Key Factors Other administrative details Email template & Team Leader Guide, Chapter 1, Step 1 Within 1st week of receiving assignment packet Examiner Team Individual phone calls N/A Get to know teammates personally – their experience and special areas of interest Confirm contact information Follow up if you haven’t received initial deliverables Reassure new examiners to the process” Answer questions Team Leader Guide, Chapter 1, Step 1 After receiving & reviewing application Applicant Phone (Follow up with email) Introduction Overview of TNCPE process Communication preference Schedule of availability for Site Nuances of Site Visit – location(s), attire, certain days/times, etc. Team Leader Guide, Chapter 1, Step 2 At beginning of independent review Examiner Team Email Key Factors & Independent Review Due date for Independent Review Tips and lessons learned Reminder to track hours worked Update on Site Visit (if available) Email template & Team Leader Guide, Chapter 2 Throughout independent review Examiner Team Phone Status Follow up with teammates who are not on track to ensure deadlines are met N/A Near end of independent review Examiner Team Email Getting Ready for Consensus Reminder of steps to finalize Independent Review Category assignments Consensus Meeting logistics Schedule reminder Email template & Team Leader Guide, Chapter 3 After moving to consensus Examiner Team Email Focusing on Consensus Cheer for and encourage your team Tips for using Scorebook Navigator for Consensus Due date for Key Factor review Suggested interim dates for Consensus Email template & Team Leader Guide, Chapter 3 A few days before consensus meeting Examiner Team Email See you at the Consensus Meeting Agenda for Consensus What to How to prepare Proposed ground rules Email template After consensus; 2 weeks before site visit Applicant & TNCPE Letter N/A See Sample Site Visit Correspondence from Examiner Resources page Site Visit Issues One week before site visit Examiner Team Email Final Preparations for Site Visit Site Visit Agenda Other logistics What to bring Email template & Team Leader Guide, Chapter 4 After submitting Final Scorebook Examiner Team Email We’re DONE! Wait to hear from TNCPE before disposing of applicant materials Submit hours worked Complete team and peer evaluations Email template
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