Marketing & search · Planning worksheet

Care home enquiries: prepare a useful visit page

Illustrative situation

Families booking a visit receive different instructions depending on which staff member replies. Parking, access and what to expect are scattered across emails.

The decision

Create one maintained visit information page that supports the actual booking process. Keep logistical guidance separate from individual assessment information.

Rehearse this before accepting the change

Use the page to plan a fictional visit from confirmation to arrival, checking that each logistical question has a clear answer or contact route.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track repeated logistical questions received after a visit is booked.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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