WSQA PEPD Mentor Training

1
WSQA PEPD Mentor Training

• Session 2
• Mentors role during site visit

2
Session 4 topics

• Site Visit Issue (SVI) worksheet review
• Site visit planning
• Supporting the team on-site

3
SVI worksheet review

• What are some best practices for reviewing and
  providing feedback on SVI worksheets?

4
SVI worksheet review Results items

• All results and figures for double
  strengths/OFIs are addressed
• Most or all other results are addressed
• SVIs clearly cite results references
• SVIs address missing results

5
SVI worksheet review Process items

• All double strengths/OFIs are addressed
• Key Factors are appropriately referenced
• Comments are appropriately grouped/combined
• Questions clearly address SVIs

6
Site visit planning

• Discussion as Mentor, what are your most
  important contributions to site visit planning?

7
Site visit planning

• Travel/transportation set
• Supplies and equipment are set
• Team roles/responsibilities/ assignments set
• SVIs ready
• Draft schedule (including Sunday) is ready

8
Site visit planning

• Applicant has met or acknowledged requests for
  documents, equipment
• Interviewee list is ready
• Hotel has prepared conference room as needed
• More?

9
Site visit (break this out day by day)

• Attend opening meeting, Sr. Leader meeting, other
  key site visit meetings where requested by Team
  lead or others.
• Attend a few hours of the team meeting for Day 1
  to assure Site Visit Issues are fully addressed
  and documented.
• On Day 2 assure team is on track by assisting
  Team Lead in making modifications to site visit
  plan if needed.
• On Day 3 be available for closing meeting at your
  discretion as well as the team meeting if needed.
• Attend a few hours of Days 4, 5, and 6 meetings
  at your discretion to assure that team is looking
  beyond Site Visit issues to potential OFIs once
  the Site Visit issues are resolved.
• Be available for team questions during hours not
  present via phone.
• Be available to support the Team Leader during
  the presentation to the Judges Panel.
• Is the PEPD Mentor expected/required to be
  present through the entire site visit? - Erik

10
Mentor roles and responsibilities All teams

• Information resource answer team questions on
  process, criteria, scoring
• Process monitor work with lead, then observe
  and coach
• Team-building approaches and techniques

11
Mentor activities individual review

• (Full) Review category lead/back-up assignments
  with Lead, make sure theyre communicated on time
• (All) Provide early feedback to individual
  examiners (upon completion of Cat. 1)

12
Mentor activities consensus

• Coordinate consensus
• Full work with Lead
• Lite work with team
• Ensure teams are prepared
• Ensure traceability from Key Factors to feedback
  comments
• Provide answers, guidance

13
Mentor activities consensus

• FULL Monitor consensus process
• Participate in phone calls/meetings
• Ensure traceability from Key Factors to feedback
  comments
• Provide answers, guidance

14
Team-building

• Discussion
• What are your top Dos and Donts in
  teambuilding?
• How can a mentor contribute to building the
  examiner team?

15
4-stage team-building approach

• Clarify the collective goals
• Identify those inhibitors that prevent the team
  from reaching their goals and remove them
• Put in place enablers that assist them
• Measure and monitor progress, to ensure the goals
  are achieved

From http//www.teamtechnology.co.uk/tt/t-articl
/tb-basic.htm
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Summary

• Mentor roles responsibilities
• Individual review
• Consensus review
• Full vs. lite assessments
• Team-building
• Discussion recommended improvements
• Content
• Format
• Presentation
• Other

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End