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WSQA PEPD Mentor Training

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

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

  2. Session 4 topics • Site Visit Issue (SVI) worksheet review • Site visit planning • Supporting the team on-site

  3. SVI worksheet review • What are some best practices for reviewing and providing feedback on SVI worksheets?

  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

  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

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

  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

  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?

  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

  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

  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)

  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

  13. Mentor activities: consensus • FULL: Monitor consensus process • Participate in phone calls/meetings • Ensure traceability from Key Factors to feedback comments • Provide answers, guidance

  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?

  15. 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

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

  17. End

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