In-House Training Document: How to Conduct a Site Visit
Document Background
- Product: NEW
- Created at: Publishing Company
- Title: Training Document on Site Visits "best practices."
- User Type: all folks involved in product development: editorial, marketing, sales, design or development.
- Year: originally in 2011 and revised each subsequent year.
- Unique background to doc: each person (at the publishing company) involved in product development was asked to spend 10 hours/year with the customer in their native environment. For that reason, we needed a document that could give context, talk through the purpose of site visits, the elements of the site visit and also show examples of how site visits were to be recorded in order to make use of all of the data.
- My role in the project: create the doc, revise as necessary; hand out with training, conduct the training.
pdf Doc: How to Conduct a Site Visit
2-how_to_conduct_a_site_visit_2015.pdf |