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

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


SVI worksheet review

What are some best practices for reviewing and providing feedback on SVI worksheets?


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


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


Site visit planning

Discussion: as Mentor, what are your most important contributions to site visit planning?


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


Site visit planning

Applicant has met or acknowledged requests for documents, equipment

Interviewee list is ready Hotel has prepared conference

room as needed More?


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


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


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)


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


Mentor activities: consensus

FULL: Monitor consensus process Participate in phone calls/meetings Ensure traceability from Key Factors to

feedback comments Provide answers, guidance


Team-building

Discussion: What are your top Do’s and Don’ts in

teambuilding? How can a mentor contribute to

building the examiner team?


4-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 http://www.teamtechnology.co.uk/tt/t-articl/tb-basic.htm


Summary

Mentor roles & responsibilities Individual review Consensus review Full vs. lite assessments

Team-building Discussion: recommended improvements

Content Format Presentation Other


End

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

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