How-To Note: Planning and Conducting Site Visits

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Sharon Lazich
Date Published:
June 6, 2019
USAID Contribution
This content is currently under revision to align with the recently updated ADS 201.
For guidance and support associated with revisions to ADS 201, please see the Program Cycle overview page

This How-To Note supplements USAID's Automated Directives System (ADS) It lists Agency requirements for programmatic site visits, identifies practical steps and effective practices for planning and conducting a site visit, and recommends follow-up actions once a site visit has taken place. This How-To Note is intended as a resource for Missions and Washington Operating Units (OUs). The primary audience is Contracting Officer’s Representatives and Agreement Officer’s Representatives (CORs/AORs). However, the guidance may also be relevant for any USAID staff member with delegated authority to conduct a site visit, such as an Activity Manager. This document may also serve as a helpful reference for other Mission or Washington OU staff, such as Project Managers, Program Office staff, Support Office staff, Monitoring and Evaluation points of contact (M&E POCs), and Learning Advisors.