Backup Team in for the TL if Assists TL as needed. For Assists TL as needed. For Assist the TL as needed. For Assists TL as needed. For the TL is unable to go example, the backup TL could Leader example, the backup TL could example, the backup TL example, the backup TL on-site facilitate the discussion of review the draft site visit plan could mentor less-experienced Works closely with findings and review of review other team members’ teammates draft the agenda for TL to plan, scorebook components SVIs and give feedback on take the lead on the Key the team’s Sunday coordinate, and review the scorebook and improvements Factors Worksheet, Key planning meeting at the communicate with provide edits as necessary schedule planning calls Themes Worksheet, and/or hotel the team ensure that SVI, Item, and Key suggest item and other team Summary of Sites Visited coordinate the initial Serves as a mentor Themes Worksheets are assignments track progress on document request for team members appropriately prepared, draft call agendas completion of SVIs mentor on-site and assists as reviewed, updated and take the lead in site visit keep team on task and on experienced needed to keep the finalized logistics planning schedule teammates team on track retain an electronic copy of join TL/BPEP monitor on lead daily debrief and/or review requested Depending on the the Site Visit Scorebook (a planning call(s) caucus discussions documents makeup of the team paper copy is optional) review the initial document take leadership role for and complexity of help TL prepare for the judges’ request and edit as needed traveling teams so TL can the applicant, may call in November orient new team members remain at headquarters not have items to review confidentiality lead in order to help requirements coach team participate in planning calls members with TL and OCP review, manage, and track the leadership questions, around questions, and/or interview requests
Backup Team Leader in for the TL if the TL is unable to go on-site Works closely with TL to plan, coordinate, and communicate with the team Serves as a mentor for team members on-site and assists as needed to keep the team on track Depending on the makeup of the team and complexity of the applicant, may not have items to lead in order to help coach team members Assists TL as needed. For example, the backup TL could review the draft site visit plan review other team members’ SVIs and give feedback on improvements schedule planning calls suggest item and other team assignments draft call agendas take the lead in site visit logistics planning join TL/BPEP monitor on planning call(s) review the initial document request and edit as needed orient new team members review confidentiality requirements participate in planning calls with TL and OCP review, manage, and track the leadership questions, questions, and/or interview requests Assists TL as needed. For example, the backup TL could draft the agenda for the team’s Sunday planning meeting at the hotel coordinate the initial document request mentor teammates review requested documents Assist the TL as needed. For example, the backup TL mentor less-experienced teammates take the lead on the Key Factors Worksheet, Key Themes Worksheet, and/or Summary of Sites Visited track progress on completion of SVIs keep team on task and on schedule lead daily debrief and/or caucus discussions take leadership role for traveling teams so TL can remain at headquarters Assists TL as needed. For example, the backup TL could facilitate the discussion of findings and review of scorebook components review the scorebook and provide edits as necessary ensure that SVI, Item, and Key Themes Worksheets are appropriately prepared, reviewed, updated and finalized retain an electronic copy of the Site Visit Scorebook (a paper copy is optional) help TL prepare for the judges’ call in November around experienced
2016-Site-Visit-Manual.docx