Prepare before arrival
Understand the purpose of the visit, the agreed time, and the information needed. Review the assignment and any safety or access instructions.
Communicate clearly
Introduce yourself, confirm the scope of the visit, listen, and explain what happens next. Avoid promises outside your authority.
Document and follow through
Record relevant details accurately and send them through the proper channel. A useful visit ends with a clear handoff.
Questions worth asking
- What is the purpose of each visit?
- What information must be documented?
- Who receives the handoff after a visit?
Role expectations differ by organization and position. A specific listing or hiring conversation should clarify the details.