Center Visit Summary Report 2.0

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Personnel

Facility

• Facility Tour

• Major/Minor Repairs Needed

  Yes

  No

  N/A

• Safety Review

• Donor Flow Observations

• Equipment/Donor Bed Needs

  Yes

  No

  N/A

• Signage (Marketing/HR/KPI Boards)

  Yes

  No

  N/A

• Lighting (Exterior/Interior) Needs

  Yes

  No

  N/A

• Other Notes

Management

• Staffing Levels (0 = staffing levels critical, 10 = staffing levels perfect)

• HR Issues (CAF's/PIP's)

  Yes

  No

  N/A

• Promotions

  Yes

  No

  N/A

• Open Key Positions

  Yes

  No

  N/A

• Mentoring/Developing

• OLA Updates

• Marketing/Grass Roots Efforts

• Staff Morale (0 = extremely low staff morale, 10 = extremely high staff morale)

• Held RD Meeting with Leadership Team

• Other notes

Training

• Training Updates for Key Staff

• OLA Trainee Progress

• Other Notes

KPI's

• Production (0 = extremely below budget, 5 = meeting budget, 10 = well above budget)

• HPD (0 = extremely low, 5 = .78, 10 = extremely high)

• Is OT being managed?

  Yes

  No

  N/A

• Yield (0 = struggling, 5 = .848, 10 = excelling)

• Inventory - Are shipments consistently maximized?

  Yes

  No

  N/A

• New Donors (0 = extremely low average, 10 = extremely high average)

• Processing Times - New (0 = way too high, 5 = 120min, 10 = excelling)

• Processing Times - Return (0 = way too high, 5 = 80min, 10 = excelling)

• OOS Machines - Is Center Consistently Maintaining Standard of 2 or Less?

  Yes

  No

  N/A

• CPL

• Other Notes

Quality

• Major DEV/CAPA's

• Proficiency Testing

• Upcoming Audits?

  Yes

  No

  N/A

• Kwiktag Up-to-date?

  Yes

  No

  N/A

• Record Review

• Audit Responses Due?

  Yes

  No

  N/A

• Other Notes

Medical Screening

• New Donor Process

• All Booths Open?

  Yes

  No

  N/A

• Equipment Concerns?

  Yes

  No

  N/A

• Employee Observations

• Call Lists Being Utilized

• Area Clean and Organized?

  Yes

  No

  N/A

• Other Notes

Donor Floor

• Donor Flow Running Smoothly?

  Yes

  No

  N/A

• Area Clean and Organized?

  Yes

  No

  N/A

• Employee Observations

• Other Notes

Processing

• Are Freezers Organized Per Freezer Map?

  Yes

  No

  N/A

• Is Staff Following Loading Scheme, Time Req, Etc.?

  Yes

  No

  N/A

• Employee Observations

• Other notes

Anti-D

• Donors - Updates

• Refrigerator

• Other Notes

Follow-up Items