Field Implementation Visit Checklist

Field implementation visits are more complex than ordinary meetings.

They may involve specialists, vendors, partners, customer stakeholders, site access rules, equipment, and go-live readiness.

A field implementation visit checklist helps the host make sure the team is ready before arriving at the customer site.

When to use this checklist

Use this checklist for:

• Implementation kickoff visits
• Go-live support visits
• Site acceptance visits
• Technical workshops
• Data center access visits
• Customer deployment reviews
• Field specialist visits
• Clinical or industrial onsite work
• Partner-led customer implementations

1. Mission basics

Document:

• Customer/site name
• Site address
• Required arrival time
• Meeting start time
• Meeting point
• Customer host
• Mission host
• Site access instructions
• Visitor registration link
• Parking or reception instructions

2. Participant roles

List each participant and why they are attending.

Common roles:

• Implementation lead
• Field engineer
• Solution engineer
• Product expert
• Partner lead
• Customer success manager
• Sales owner
• Technical account manager
• External consultant

3. Readiness checklist

For each participant, track:

• Attendance confirmed
• ETA submitted
• Visitor registration completed
• Site instructions acknowledged
• Transport confirmed
• Equipment confirmed
• Check-in status updated

4. Site access requirements

Some field implementation visits require more than a meeting room.

Track whether the site requires:

• Government-issued ID
• Visitor registration
• NDA
• Badge pickup
• Equipment declaration
• Laptop restrictions
• Photography restrictions
• Security escort
• Safety briefing
• Parking registration

Do not assume every participant knows these requirements.

5. Equipment and materials

If equipment or demo materials are involved, track:

• Who is bringing equipment
• What equipment is required
• Whether the customer allows the equipment onsite
• Whether device serial numbers are needed
• Whether network access is required
• Whether power, display, or room setup is required

6. Mission timeline

A field implementation visit should have a simple timeline.

Example:

7. Day-of status tracking

On mission day, track:

• On the way
• Arrived nearby
• At meeting point
• Checked in
• Delayed
• Blocked / need help

The host should know who is accounted for before the session begins.

8. Issue actions

Prepare actions for common issues:

9. Completion

At the end of the visit, record:

• Who attended
• Who checked in
• Issues resolved
• Customer follow-up owner
• Next action

Do not turn this into a full CRM. Keep it lightweight.

Field implementation visit checklist template

```text Mission: Customer/site: Address: Required arrival: Meeting starts: Mission host: Customer host: Visitor registration link: Site instructions:

Participants: - Name - Email - Company - Role - Attendance - ETA - Registration - Equipment - Arrival status - Issue

Mission timeline: - On the way by: - Meet at: - Check in by: - Session starts:

Day-of statuses: - On my way - Arrived - Checked in - Delayed - Blocked / need help ```

Use a live mission board for implementation visits

A checklist is useful before the visit. A live mission board is useful during the visit.

Use OnsiteMission when the host needs to know who is ready, who has arrived, and who needs action.

CTA: Create a free field implementation mission board.