8:00–close Team members review findings, requested documents for the day, and the conclusions they have drawn with the rest of the team. They identify emerging themes, surprises, and issues that have been reinforced, as well as areas to address before the closing meeting. 9:00 Team caucus call. Thursday, October XX Morning Team conducts interviews and data gathering. Headquarters–Allen and Bev Site 2—Marcia and Mark Site 3—Herb and Louise Site 4—Rona and 10:30 a.m. Team conference caucus call or team meeting. Team leader, monitor, and OCP discuss schedule adjustments and additional documents. All examiner teams travel back to headquarters. Afternoon Team conducts interviews and data gathering. 2:30 p.m. All arrive from other sites to headquarters. 2:30 Team meeting If needed, final interviews and document requests take place. The team ensures that it can close all SVIs before the closing meeting. 3:30 Closing meeting 4:15 Team departs for 6:00 Team meets to plan scorebook writing. Evening Working dinner Team debrief Exchange findings for SVIs Completion of SVI documentation Friday and Saturday, October XX–XX, XXXX. Team assembles all on-site files and then uploads/imports them to BOSS. Team takes inventory/prepares materials for return to applicant. Sunday, October XX 8 a.m. Earliest possible departure Site Visit Schedule: Small Applicant/Low Complexity Sunday, October XX 9:00 Document Review (see On-Site section for a sample Sunday Planning Meeting Agenda). 11:00 Team meets in XYZ Hotel for planning meeting Monday, October XX 7:45 a.m. Team is picked up at 8:00 Team arrives at site. 8:30 Kickoff Meeting Organization overview by the HRO/OCP Baldrige Program overview by the team leader Category meetings and HRO Interview
8:00–close Team members review findings, requested documents for the day, and the conclusions they have drawn with the rest of the team. They identify emerging themes, surprises, and issues that have been reinforced, as well as areas to address before the closing meeting. 9:00 Team caucus call. Thursday, October XX Morning Team conducts interviews and data gathering. Headquarters–Allen and Bev Site 2—Marcia and Mark Site 3—Herb and Louise Site 4—Rona and 10:30 a.m. Team conference caucus call or team meeting. Team leader, monitor, and OCP discuss schedule adjustments and additional documents. All examiner teams travel back to headquarters. Afternoon Team conducts interviews and data gathering. 2:30 p.m. All arrive from other sites to headquarters. 2:30 Team meeting If needed, final interviews and document requests take place. The team ensures that it can close all SVIs before the closing meeting. 3:30 Closing meeting 4:15 Team departs for 6:00 Team meets to plan scorebook writing. Evening Working dinner Team debrief Exchange findings for SVIs Completion of SVI documentation Friday and Saturday, October XX–XX, XXXX. Team assembles all on-site files and then uploads/imports them to BOSS. Team takes inventory/prepares materials for return to applicant. Sunday, October XX 8 a.m. Earliest possible departure Site Visit Schedule: Small Applicant/Low Complexity Sunday, October XX 9:00 Document Review (see On-Site section for a sample Sunday Planning Meeting Agenda). 11:00 Team meets in XYZ Hotel for planning meeting Monday, October XX 7:45 a.m. Team is picked up at 8:00 Team arrives at site. 8:30 Kickoff Meeting Organization overview by the HRO/OCP Baldrige Program overview by the team leader Category meetings and HRO Interview
2016-Site-Visit-Manual.docx