Survey readiness doesn't begin when surveyors walk through the door—it starts with the systems and processes you build long before they arrive.
In this Workforce Wow Coffee Break, Emily Scarbrough McFadden, SVP of Compliance & Education, and Barclay Bogiages, Senior Product Manager, walk through a realistic survey scenario from the moment surveyors arrive to the final plan of correction. Together, they explore the documentation, reporting, and training challenges administrators face during surveys and discuss how the right systems can reduce stress while improving compliance readiness.
Using a step-by-step survey walkthrough, they examine what happens when training records are requested, new hires and former employees are selected for review, and deficiencies require corrective action plans. Along the way, they highlight practical strategies for building a more organized, audit-ready training program that supports both day-to-day operations and successful survey outcomes.
Key topics include:
- How to identify compliance risks quickly when surveyors arrive
- Best practices for organizing and retrieving training documentation
- Why automated training assignments help eliminate onboarding gaps
- The importance of maintaining historical training records for current and former employees
- How reporting and documentation support survey readiness and plans of correction
- Ways to create sustainable systems that make future surveys less stressful
And because it's part of our Coffee Break series, we're covering it all in 15 minutes or less. So grab your favorite mug and click play!
