Lesson 1 of 3 · Getting ready for the site visit
Plan the visit
Plan the visit
The site visit is where assessors check what your submission says. In this lesson you will plan the visit so every claim is easy to see.
What the visit is for
Assessors use the visit to confirm the submission.
- Is the approach really in use?
- Do staff know it?
- Do the results match the documents?
Four steps to a smooth visit
- 1
Name one coordinator
One person the assessors can always reach.
- 2
Agree the schedule early
Confirm the days and sessions with the assessors.
- 3
Book the rooms
Quiet rooms for interviews, and one for the evidence.
- 4
Check who is available
The right leaders and staff on each day.
Quick check
An assessor asks to meet a section head who is on leave. What would have prevented this?
Show the answer
Checking who is available on each day, early. Agree the schedule early and confirm the right people are in on each day. The coordinator keeps the list.

Leana's tip
Walk through the visit day a week before, room by room and session by session, with the coordinator. Small problems show up early and are easy to fix.
What to remember
- The visit confirms what the submission says.
- Name one coordinator and agree the schedule early.
- Book rooms and make sure the right people are available.