A few tips on the visit:

I'm sharing a tool that we developed in Costa Rica for interviewing with you. The tool is basically an Excel file with hyperlinks to specific chapters of the Finpyme Manual. The version that I’m uploading is in English, so you can use it at once. Click here to downlowad Dynamic Interview Guide


Two thoughts about the visit and interviews:

Visit: While visiting the company we should take the time to walk around its facilities (in and out). For example, we should pay attention to:
1. the plant lay-out (when it’s a manufacturing company),
2. occupational safety: health issues,
3. Environmental issues (sonic contamination, water contamination, etc.)

Interviewing: We need an organizational chart in advance (with the names of those in charge!) to make the best of the company’s time. With it in hand, we can schedule individual meetings of about 1-2 hours with each person. There is no need to schedule group meetings!

We need to keep in mind that the company has to do business as usual while we are there. That’s why our presence should be very subtle.