For buyers

Plant visit agenda

How to prepare a factory visit: order-related questions, a confirmation map, and a completed training agenda for the visit. Technical conclusions remain a separate task.

How to use

Agree on the purpose of the visit, route, and participants from production.
For each section, specify the question and the permissible way to record the answer.
Conclude the visit with a list of what has been confirmed, open issues, and next actions.

Result: Visit agenda, confirmation map, and unresolved questions.

Working files

Form and example in Markdown · MD

Files are available without registration. Save a copy and fill in your company details. Downloadable files are in Russian; the instructions on this page are translated.

Plant visit agenda

Purpose: to arrange a meeting and keep open questions. Technical criteria and the sufficiency of supporting evidence are agreed by the product specialist.

Completed visit training program

In this exercise, a buyer prepares a meeting about a batch of parts made to drawing D-17, revision 3. The buyer needs to check two specifications against the drawing and discuss the coating work with a subcontractor.

Time	Participants by role	Question	What to ask to be shown	How to record the result
09:00–09:20	Coordinators of both parties	Do we understand the subject matter and the wording in the same way?	Approved set D-17, rev. 3	Version confirmed / discrepancy and action
09:20–10:00	Production function; technical representative of the customer	Where are the required operations performed?	Route from material to finished part	Internal and external stages, access restrictions
10:00–10:35	Quality; technical representative of the customer	How are two selected parameters checked?	Approved method and available anonymized sample record	What relates to our assignment; what has not yet been checked
10:35–11:00	Responsible for external work	How are coating requirements conveyed and how is the result accepted?	Procedure for transferring tasks and records	Confirmed information / request to the contractor required
11:00–11:20	Quality and logistics	How are material, manufacturing, inspection, and shipment linked?	Acceptable example of marking and documents	Traced section / discrepancy and clarification
11:20–11:45	Participants with authority	What questions remain open?	List of questions and actions	Responsible person, material, deadline, rechecking method

There is no need to invite a person with a specific job title to the meeting just for the title. What is needed is a representative with competence in the issue being reviewed; who that will be is determined by the parties. If there is no such participant, the technical conclusion remains open.

For each item, note separately: “description received,” “object seen,” “record verified,” “adequacy of confirmation still under assessment.” The fact of a demonstration does not equal a positive conclusion. In conclusion, agree on the list of missing materials, rather than the general phrase “production verified”.

Empty work form

Item: [product]. Document and revision: [number]. Site: [address]. Date: [date]. Participants and authority: [roles]. Access restrictions: [terms].

Time	Question	Expected material	Participant by role	Received/verified	What remains open	Responsible person and deadline
[Interval]	[Verifiable question]	[Record/object]	[Role]	[Fact separate from assessment]	[Gap]	[Role, date]

Updated: October 1, 2026. Training examples do not confirm experience in fulfilling a real delivery.