Information
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Audit Title
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Document No.
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Pre visit information: (NPS, KPI, Post checks,Customer feedback etc..)
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Key priority for todays visit (engineer & visitor objectives)
- Relationship building
- Customer demo
- Quality
- Technical
- Reward & Recognition
- Pdp
- Operational performance
- Feedback
- Products & apps
- Safety
- Other
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Engineer question: What has developed since previous visit? (NPS, KPI, Feedback etc...)
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Post activity Engineer question: What happened? (provide overview of todays on site coaching)
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Engineer Question: Using the discussed information, how will todays visit support your future success? (what goal will you set based on your new learnings)
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Supporting Evidence
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Visitor Question: What actions did you take to support Engineer development today? (coaching, leading by example etc..)
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Further information:
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Visitor:
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Engineer:
Review
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Select date
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Visitor review comments: (timescales, further support requirements)
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What are the expected measurable improvements? (NPS,KPI, Pdp objectives etc..)