Certified Course

Module 1: Who, Why, What?

• Recognize the basics of onsite visits conducted by a variety of organizations.
• Distinguish what organizations may conduct an onsite visits, including unannounced onsite visits.
• Understand why there may be an onsite visit conducted by these agencies.
• Gain knowledge as to what possibly triggers an unannounced onsite visit.
• Explore best practices to be prepared for an onsite visit from these organizations.

Module 2: The Introduction and the Tour

• Identify the most qualified individual on campus to act as the point of contact for visitors.
• Construct protocols for your campus to be prepared for a visitor at any time.
• Develop a dynamic tour of your campus.
• Create a functional workspace for the visitor.
• Explore best practices to be prepared for an onsite visit from these organizations.

Module 3: During the Visit

• Formulate a plan of action for document requests.
• Train your staff on the do’s and don’ts of an interview to be prepared for questions that are asked by a visitor.
• Explore best practices to be prepared for an onsite visit from these organizations.

Module 4: Exiting with Grace

• Identify how to properly respond during an exit from an onsite visit.
• Explore the use of active listening techniques to understand the results of an onsite visit.
• Identify when to agree with auditors’ findings at the conclusion of an onsite visit.
• Identify how to handle a disagreement with the auditors’ findings after an onsite visit.
• Construct a plan to receive and respond to a formal final written explanation of the onsite visit.
• Explore best practices to be prepared for an onsite visit from these organizations.