Checklist
Site Visit Preparation Checklist
A simple field-prep checklist covering access, safety, documents, logistics, and day-of alignment.
Field prep checklistField readiness and operationsPublic Documents
OperationsAssessorsFacility leadersConsultantsField readiness
Resource Fit
Who this is for
Owner teams, assessors, consultants, and escorts preparing for facility site visits
Best Use
Where it helps most
Best used before assessment site visits, walkthroughs, and kickoff field days.
Included
What is inside
- - Access and escort checks
- - Document prep reminders
- - Day-of coordination items
Quick Start
How to use it well
- - Open the resource and scan the structure before you try to customize it.
- - Use it in one real meeting, site visit, or planning conversation right away.
- - Bring the follow-up questions back into training or the community once you see where the tool needs support.
Access
Open resource
Open the starter document in a new tab, use what is helpful, and bring the questions back into the community if you want a second set of eyes.
Keep Going
Suggested next step
Pair this resource with a course, a conversation, or an event so it turns into action instead of stopping at a download.
Related area: Field readiness and operations
Best used with: training, peer discussion, and real project work.