SITE VISIT REVIEW
(2024)
STAGE THREE (3)
ASSESSMENT
PROCESS
Interested organization submits its Eligibility Information
Form (to admin)
PURPOSE OF Based on the application report:
THE SITE VISIT • To verify potential strengths
• To clarify potential opportunities for
improvement
• To present additional results (if any)
BEFORE ANYTHING ELSE: PLEASE TAKE NOTE:
• Prepare your budget:
• Transportation (assessors and admin)
• Lodging/Accommodation
• Food (including in transit)
• Practice/Review
• Review/ Cascade what you have written in your Application Report
UPDATES FROM THE RECENT CALIBRATION
• Full name of Assessors can already be revealed
• 3 Stars Hotel or equivalent (dorm/hostel)
• Hotel should have a WIFI
• 1 Assessor per Room
• Day 0 inclusion
• Avoid using plastic spoon (food safety)
• Exercise flexibility
PRIOR TO THE SITE VISIT
• List of Itinerary/ List of Documents (from assessors)
• Gather all the records/documents needed
• Submit the list of employees (position, years of service, status of employment)
• Conduct of Dry-run (with DAP)
• Ensure presence of Senior Leaders and key people in the organization
CONDUCT • Do facilitate an open and unbiased
OF SITE VISIT examination by assessors
For • Do make materials and documents
the Applicant required by the assessors available.
• Do assign a contact person who will
coordinate the activities of the Team
of Assessors during the Site Visit
CONDUCT • Do provide a meeting room for the use of
OF SITE VISIT assessors in discussing and consolidating
their findings
For
the Applicant • Do provide transportation arrangements
to and from the site/s
• Do provide healthy meals and snacks
• Do ensure that the schedule and the Site
Visit Agenda are adhered to
CONDUCT • Don’t cause unnecessary delays in
the Site Visit Schedule
OF SITE VISIT
For • Don’t extend any token or gift to the
the Applicant Assessors
• Don’t provide lavish meals and
snacks, or other alcoholic drinks, to
assessors
CONDUCT • Don’t invite assessors outside of the
OF SITE VISIT Site Visit Schedule
For • Don’t contact assessors to
the Applicant inquire/discuss findings and/or
observations related to the Site Visit
Review
OTHER INFORMATION
• Conduct of the Site Visit – 3 days
• Opening and Closing Meeting
• No more info about the Organization since there will be a prior
schedule for the Organizational Briefing
• Methodology: Site Tour/Observation; Document Review; Interviews
• Closing Meeting – no results yet
SITE VISIT – SAMPLE ITINERARY
Time Activity Remarks
Day 1
9:00 – 9:15 AM Opening Ceremony DAP Rep explains the objectives
of the site visit and introduce the
team of Assessors
9:15 – 9:30 PM Itinerary Team Lead
9:30 – 12:00 Noon Category 1 – 2 (Plenary) Assessors with Senior Leaders
12:00 – 1:00 PM LUNCH
1:00 – 5:00 PM Document Review Breakout – assessors with
counterpart
SITE VISIT – SAMPLE ITINERARY
Time Activity Remarks
Day 2
9:00 – 12:00 NN Site Tour Depending on the assessors but it is live by default and then
they have the option to watch the pre recorded video
12:00 – 1:00 PM LUNCH
1:00 – 5:00 PM Interviews (break-outs) Assessors will give you the list of whom to interview; some
are randomly selected
Day 3
9:00 – 12:00 PM Continuation of interview and You should closely coordinate with the assessors on what
visit to selected classes they will need
1:00 – 4:00 PM Continuation of Document Using G drive
Review
4:00 – 4:30 PM Closing Meeting Just thank everyone and tell them the next schedule or steps
NEXT STEPS:
1. Final consensus of the Assessors
2. Presentation to the BOJ
3. Deliberation of the BOJ
4. Approval of Malacanang
5. Release of Info/Results
Any Questions?
