WSQA PEPD Mentor Training Session 2: Mentor’s role during site visit

WSQA PEPD Mentor: Session 4 2 Session 4 topics  Site Visit Issue (SVI) worksheet review  Site visit planning  Supporting the team on-site

WSQA PEPD Mentor: Session 4 3 SVI worksheet review  What are some best practices for reviewing and providing feedback on SVI worksheets?

WSQA PEPD Mentor: Session 4 4 SVI worksheet review: Results items  All results and figures for double strengths/OFI’s are addressed  Most or all other results are addressed  SVI’s clearly cite results references  SVI’s address missing results

WSQA PEPD Mentor: Session 4 5 SVI worksheet review: Process items  All double strengths/OFI’s are addressed  Key Factors are appropriately referenced  Comments are appropriately grouped/combined  Questions clearly address SVI’s

WSQA PEPD Mentor: Session 4 6 Site visit planning  Discussion: as Mentor, what are your most important contributions to site visit planning?

WSQA PEPD Mentor: Session 4 7 Site visit planning  Travel/transportation set  Supplies and equipment are set  Team roles/responsibilities/ assignments set  SVI’s ready  Draft schedule (including Sunday) is ready

WSQA PEPD Mentor: Session 4 8 Site visit planning  Applicant has met or acknowledged requests for documents, equipment  Interviewee list is ready  Hotel has prepared conference room as needed  More?

WSQA PEPD Mentor: Session 4 9 Site visit: (break this out day by day)  Attend opening meeting, Sr. Leader meeting, other key site visit meetings where requested by Team lead or others.  Attend a few hours of the team meeting for Day 1 to assure Site Visit Issues are fully addressed and documented.  On Day 2 assure team is on track by assisting Team Lead in making modifications to site visit plan if needed.  On Day 3 be available for closing meeting at your discretion as well as the team meeting if needed.  Attend a few hours of Days 4, 5, and 6 meetings at your discretion to assure that team is looking beyond Site Visit issues to potential OFI’s once the Site Visit issues are resolved.  Be available for team questions during hours not present via phone.  Be available to support the Team Leader during the presentation to the Judges’ Panel.  Is the PEPD Mentor expected/required to be present through the entire site visit? - Erik

WSQA PEPD Mentor: Session 4 10 Mentor roles and responsibilities: All teams  Information resource: answer team questions on process, criteria, scoring  Process monitor – work with lead, then observe and coach  Team-building approaches and techniques

WSQA PEPD Mentor: Session 4 11 Mentor activities: individual review  (Full) Review category lead/back-up assignments with Lead, make sure they’re communicated on time  (All) Provide early feedback to individual examiners (upon completion of Cat. 1)

WSQA PEPD Mentor: Session 4 12 Mentor activities: consensus  Coordinate consensus Full: work with Lead Lite: work with team Ensure teams are prepared  Ensure traceability from Key Factors to feedback comments  Provide answers, guidance

WSQA PEPD Mentor: Session 4 13 Mentor activities: consensus  FULL: Monitor consensus process Participate in phone calls/meetings Ensure traceability from Key Factors to feedback comments Provide answers, guidance

WSQA PEPD Mentor: Session 4 14 Team-building  Discussion: What are your top Do’s and Don’ts in teambuilding? How can a mentor contribute to building the examiner team?

WSQA PEPD Mentor: Session stage team-building approach*  Clarify the collective goals  Identify those inhibitors that prevent the team from reaching their goals and remove them  Put in place enablers that assist them  Measure and monitor progress, to ensure the goals are achieved * From

WSQA PEPD Mentor: Session 4 16 Summary  Mentor roles & responsibilities Individual review Consensus review Full vs. lite assessments  Team-building  Discussion: recommended improvements Content Format Presentation Other

WSQA PEPD Mentor: Session 4 17 End