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Conducting Remote Assessments: Lessons Learned

With planning and flexibility, remote assessments can be as effective as those done in person

Steven Stein
Tue, 12/08/2020 - 12:03
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Recently there have been a number of articles whose authors discuss conducting assessments remotely because of the pandemic. This article will discuss my experience with an actual assessment conducted remotely, how the plan changed in response to the pandemic, lessons learned, and some of my perspectives on the assessment process. Although the lessons learned are based on an internal self-assessment, they may be applicable to other types of assessments, e.g., external, suppliers.

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I led an internal self-assessment that had to be done remotely because the team and staff to be interviewed were not allowed into the workplace due to the Covid-19 pandemic. A draft of the assessment plan had been prepared before the pandemic occurred. The assessment was to be conducted during the April-May 2020 time frame.

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