Location Readiness Checklist
Purpose: Use this field tool during live operations, coaching, review, or certification.
Leadership: ______________________________________________
Staffing: ______________________________________________
Technology: ______________________________________________
CRM: ______________________________________________
Routing: ______________________________________________
Training: ______________________________________________
Quality assurance: ______________________________________________
Escalation: ______________________________________________
Reporting: ______________________________________________
Evidence: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Localization Change Request
Purpose: Use this field tool during live operations, coaching, review, or certification.
Requested change: ______________________________________________
Business reason: ______________________________________________
Core control impact: ______________________________________________
Risk: ______________________________________________
Approval: ______________________________________________
Version: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Ninety-Day Launch Scorecard
Purpose: Use this field tool during live operations, coaching, review, or certification.
Response: ______________________________________________
Contact: ______________________________________________
Appointment quality: ______________________________________________
Show rate: ______________________________________________
Quality assurance: ______________________________________________
Complaints: ______________________________________________
Training: ______________________________________________
Data quality: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Location Recovery Plan
Purpose: Use this field tool during live operations, coaching, review, or certification.
Critical gap: ______________________________________________
Restriction: ______________________________________________
Corrective action: ______________________________________________
Owner: ______________________________________________
Deadline: ______________________________________________
Evidence: ______________________________________________
Reopen decision: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Scenario Evidence Record
Purpose: Use this field tool during live operations, coaching, review, or certification.
Scenario: ______________________________________________
Observed facts: ______________________________________________
Applicable standard: ______________________________________________
Decision: ______________________________________________
Owner: ______________________________________________
Due date: ______________________________________________
Evidence: ______________________________________________
Completion result: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Completion and Escalation Gate
Purpose: Use this field tool during live operations, coaching, review, or certification.
Required behavior: ______________________________________________
Pass evidence: ______________________________________________
Critical failure: ______________________________________________
Remediation: ______________________________________________
Authority decision: ______________________________________________
Review date: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________