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Prepare
On-site assurance
Compare declared procedures against the reality of a fulfilment centre, a SOC, a NOC, a workshop or an operation.
In your situation
What the scoping will need to take into account.
Ability to establish
Observe on site what procedures alone cannot demonstrate.
The visit is prepared around precise hypotheses so that each interview and each observation yields a conclusion that documentary review alone could not provide.
Point of convergenceVisit planGovernance, technical and evidence
Subject of the work
The visit follows prepared hypotheses and observations.
01Prepare eligibility and the scope of the visitPrepared
02Observe access, workstations and practicesTo be observed
03Conduct operational interviewsTo be observed
04Link observations to client engagementsTo link
How it actually unfolds
Organise the review before mobilising the teams.
Remote preparation, on-site observation, operational interviews and a contradictory debrief before conclusion.
A local coordinator organises access, personnel, site security rules and the availability of observable systems.
Site description, service scope, procedures, access plan, list of contacts and assumptions to verify.
Eligibility and the visit plan are finalised before travel; time spent on site depends on the locations, teams and demonstrations selected.
Review
Ensure each observation responds to a prepared hypothesis.
Prepare eligibility and the scope of the visit
The visit is only booked once the locations, people, safety rules and hypotheses justifying the observation have been validated.
Observe access, workstations and practices
Physical access, workstations and operational practices are observed without turning the visit into a general inspection.
Conduct operational interviews
The interviews follow actual responsibilities and make it possible to reconstruct the decisions taken in day-to-day operations.
Link observations to client engagements
Each observation is linked to the commitment it informs, with its sample and the restrictions specific to the site.
Handover
Observations, limitations and decisions arising from the fieldwork.
Visit plan
The plan assigns the locations, times, contacts, observation hypotheses and security constraints of the visit.
Observation notes
The notes distinguish what was observed, explained or merely stated, along with the location and sample concerned.
Traceable findings
Each finding links the observation to the control and to the commitment it can inform, without extending it beyond the site visited.
Corrective actions
Corrections arising from the field indicate the local owner, the central coordination required and the evidence expected.
Scoping the engagement
Reserve the site visit for hypotheses that require on-the-ground observation.
The hypotheses that cannot be settled remotely determine the locations, observations and contacts genuinely useful for the visit.