Location Readiness Checklist / Lista de Preparación de Ubicación
Purpose: Use this field tool during live operations, coaching, review, or certification.
leadership: ______________________________________________
staffing: ______________________________________________
technology: ______________________________________________
CRM: ______________________________________________
routing: ______________________________________________
training: ______________________________________________
QA: ______________________________________________
escalation: ______________________________________________
reporting: ______________________________________________
evidence: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Propósito: Use esta herramienta durante operaciones, coaching, revisión o certificación.
leadership: ______________________________________________
staffing: ______________________________________________
technology: ______________________________________________
CRM: ______________________________________________
routing: ______________________________________________
training: ______________________________________________
QA: ______________________________________________
escalation: ______________________________________________
reporting: ______________________________________________
evidence: ______________________________________________
Evidencia adjunta: ______________________________________
Firma del responsable: __________________________________
Localization Change Request / Solicitud de Cambio Local
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: ________________________________________
Propósito: Use esta herramienta durante operaciones, coaching, revisión o certificación.
requested change: ______________________________________________
business reason: ______________________________________________
core control impact: ______________________________________________
risk: ______________________________________________
approval: ______________________________________________
version: ______________________________________________
Evidencia adjunta: ______________________________________
Firma del responsable: __________________________________
Ninety-Day Launch Scorecard / Hoja de Lanzamiento de Noventa Días
Purpose: Use this field tool during live operations, coaching, review, or certification.
response: ______________________________________________
contact: ______________________________________________
appointment quality: ______________________________________________
show rate: ______________________________________________
QA: ______________________________________________
complaints: ______________________________________________
training: ______________________________________________
data quality: ______________________________________________
Evidence attached: ______________________________________
Owner signature: ________________________________________
Propósito: Use esta herramienta durante operaciones, coaching, revisión o certificación.
response: ______________________________________________
contact: ______________________________________________
appointment quality: ______________________________________________
show rate: ______________________________________________
QA: ______________________________________________
complaints: ______________________________________________
training: ______________________________________________
data quality: ______________________________________________
Evidencia adjunta: ______________________________________
Firma del responsable: __________________________________
Location Recovery Plan / Plan de Recuperación de Ubicación
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: ________________________________________
Propósito: Use esta herramienta durante operaciones, coaching, revisión o certificación.
critical gap: ______________________________________________
restriction: ______________________________________________
corrective action: ______________________________________________
owner: ______________________________________________
deadline: ______________________________________________
evidence: ______________________________________________
reopen decision: ______________________________________________
Evidencia adjunta: ______________________________________
Firma del responsable: __________________________________