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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 WSQA PEPD Mentor: Session 4 2 SVI worksheet review What are some best practices for reviewing and providing feedback on SVI worksheets? WSQA PEPD Mentor: Session 4 3 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 4 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 5 Site visit planning Discussion: as Mentor, what are your most important contributions to site visit planning? WSQA PEPD Mentor: Session 4 6 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 7 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 8 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 9 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 10 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 11 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 12 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 13 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 4 14 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 WSQA PEPD Mentor: Session 4 15 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 16 End WSQA PEPD Mentor: Session 4 17