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

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Wsqa pepd mentor training

WSQA PEPD Mentor Training

Session 2:

Mentor’s role during site visit

Session 4 topics
Session 4 topics

  • Site Visit Issue (SVI) worksheet review

  • Site visit planning

  • Supporting the team on-site

Svi worksheet review
SVI worksheet review

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

Svi worksheet review results items
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
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
Site visit planning

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

Site visit planning1
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 planning2
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
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
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
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
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 consensus1
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
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


  • Mentor roles & responsibilities

    • Individual review

    • Consensus review

    • Full vs. lite assessments

  • Team-building

  • Discussion: recommended improvements

    • Content

    • Format

    • Presentation

    • Other