Site Visits

Site visit materials

The requirements for conducting site visits are simple. I consider the minimum requirement to be a pen and clipboard (some people might add a tape recorder to this basic list).

 However, a little additional paperwork will make the process of conducting site visits much easier.

The following is a list of materials that we use.


Scheduling is invariably a time-consuming and frustrating process, and it is easy to underestimate the amount of effort required. Some organisations contact the people they want to visit and ask them to nominate suitable times. We prefer to specify time-slots, and then ask people to choose the one that suits them best.

It is important to communicate the value of the activity to the people you want to visit, and the purpose and nature of the activity. We use a script when recruiting. We also follow up with an email confirming what was stated in the script.

Interviewer guidelines

We often have clients or others accompany the person conducting the site visits, and to ensure that they are aware of the ground rules we have them read a copy of the interviewer guidelines prior to the visits.


Reading a formal script to each participant ensures that all participants receive the same information, although it may feel a little awkward.


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