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Effective Department Site Visit Preparation Guide

Get ready for a successful department site visit with these top 10 tips. Pick a suitable date, send out a save the date, secure your meeting location, review past summaries, gather essential documents, strategize your visit, seek assistance, and allocate ample preparation time.

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Effective Department Site Visit Preparation Guide

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  1. TOP 10 DEPARTMENT SITE VISIT TIPS

  2. PICK A DATE THAT WORKS FOR YOUR DEPARTMENT HEAD AND YOU

  3. IMMEDIATELY SEND A “SAVE THE DATE” TO ALL DEPARTMENT ATTENDEES

  4. IMMEDIATELY RESERVE YOUR MEETING LOCATION

  5. REVIEW YOUR DEPARTMENT’S LAST VISIT SUMMARY FORM AND FOLLOW-UP LETTER FROM THE COMMISSION

  6. OBTAIN COPIES OF YOUR DEPARTMENT’S: • STRATEGIC PLAN • ANNUAL REPORT • EFFICIENCY INITIATIVES • PQA SUBMISSIONS • OTHER AWARD SUBMISSIONS • ANY OTHER “LOOK WHAT WE’VE DONE” DOCUMENTS

  7. STRATEGIZE PREPARATION OF DEPARTMENT VISIT SUMMARY FORM

  8. ASK ASSISTANCE

  9. GO TO OTHER DEPARTMENTS’ SITE VISITS

  10. TALK TO OTHER PRODUCTIVITY MANAGERS

  11. GIVE YOURSELF ENOUGH TIME TO PREPARE!

  12. COMMENTS/QUESTIONS

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