Checklist - Follow-up, New user




Checklist – New User Follow-up: Policies & Procedures


ü      Establish policy defining purpose, type and frequency of user follow-up

ü      Determine information to be gathered

ü      Define how information will be used

ü      Determine method of responding to user-reported issues







Purpose of follow-up

Nature and frequency of follow-up

Information to be gathered

Other uses of information

How follow-up contact will be made


Method of data capture

Identify parties responsible for follow-up contact, data collection, responses to issues

Train staff assigned to user follow-up

Method of responding to user issues

Identify types of issues, who should respond, what kind of follow-up assistance should be provided









This work is supported under a five-year cooperative agreement # H235V060016 awarded by the U.S. Department of Education, Office of Special Education and Rehabilitative Services, and is administered by the Pass It On Center of the Georgia Department of Labor – Tools for Life.  However, the contents of this publication do not necessarily represent the policy or opinions of the Department of Education, or the Georgia Department of Labor, and you should not assume endorsements of this document by the Federal government or the Georgia Department of Labor.











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Other Information

Title: Checklist - Follow-up, New user
Module: User Services
Author: Trish Redmon
Audience: Implementer
Sub Title:
Procedure: Policies and procedures for new user follow-up
Organization Source: Pass It On Center
Last Reviewed: 10-25-2009 6:51 PM