Ricoh Site Visit Plan

Is the site clean, neat, orderly and safe from hazards?

Was the BCP and ERP reviewed and up to date on Sharepoint (90 days or less)?

Did AOM/ESM sign off on High Risk items (minimum every 2 weeks)?

Does MOR contain Executive Summary with this month's Ricoh Lead Generation topic?

Was the MOR delivered to and discussed with the customer this month?

Is the MOR tool online up to date?

Has the QSM been scheduled?

Has a QSM been completed in the last 90 days?

Was a section of the SPG reviewed this visit (note which section and findings)?

Was a GEMBA Walk completed this visit (note with who and findings)?

Were Lithium Batteries, Beneplace or Landmines discussed?

Was a meeting held with the Key Contact this visit by the AOM/ESM?

Has the site gathered feedback and/ or sent out Surveys since last visit?

Is the SharePoint site online up to date for other files like Billing backup, Surveys, Survey CAD, etc?

Was billing completed on time last month?

Has the AOM/ ESM spoken with staff this visit?

Has all currently due training been completed within a week of assignment or is it scheduled to be?

Has there been activity on IDPs this month?

Do IDPs have meaningful content beyond online classes?

Has the Site Leader completed appropriate Ricoh Recognizes or Boost Awards?

Has the P&L been reviewed with the site leader?

Has the site realized any savings (ARG, reduced supply costs, travel, etc.) or had revenue enhancement (Web Print Portal)?

Has the site had zero nonbillable OT since last visit?

Has the SVP CAD been reviewed? Note actions below.