Site Visit Time & Date/Researcher's Name:
Name of Facility/Business:
[ ] public place? vs. [ ] private property?
Interviewee's Name, Title:
[ ] signed or recorded verbal consent?
are messages returned? impressions:
how is phone answered? are messages returned?
$$ board rate:
$$ lesson rate:
[ ] review contracts, flyers, website etc. -- describe impressions:
Description of Facility
how are visitors greeted? how do they know what they can and cannot do?
[ ] waiver signed
[ ] rules prominently posted
[ ] emergency plan and #’s
[ ] fire plan
[ ] horse injury emergency plan
[ ] first aid training/certification
[ ] human first aid equipment
[ ] equine first aid kit
[ ] incident/accident report form
[ ] agricultural vs [ ] commercial zoning vs [ ] other:
[ ] vendor permit [ ] OFA member
[ ] Environmental Farm Plan
[ ] describe biz insurance (i.e. birthday parties? freelance lessons? trail rides? etc.)
[ ] define major product/service:
[ ] describe client demographic (#, % repeat/ age/gender/income bracket etc.):
[ ] outside coaches, clinics and events?
# _____ of staff and coaches
[ ] WISB?
[ ] describe qualifications, staff/rider ratios etc.
[ ] appropriately maintained fire extinguishers?
[ ] observe fixtures, layout and maintenance (cluttered aisles, sharp points, broken boards, holes, anything that may catch halter, hoof etc.)
[ ] gates/pole/barriers across open barn doors
# ____ of stalls
describe type/condition of stall doors and latches:
# ____ of horses (describe disciplines, condition, etc.)
[ ] describe bedding (type, supplier, quantity/policy etc.):
[ ] describe watering system:
[ ] is feedchart WRITTEN?
[ ] detail grain-feed used/available:
[ ] detail hay (quantity/frequency/quality/source/storage):
[ ] manure mgt plan (required by law 200 horses+):
what are arrangements for vet/farrier
[ ] vaccination/Worming procedures:
[ ] written horse health records? esp teeth floating!
Describe turn out procedures (individual available?):
[ ] prevention for a horse to end up on the road
[ ] safe paddock fences and gates
[ ] review/consider: Pasture Conditions
# ____ of acres pasture
# ____ of acres riding
[ ] safe trails
(with dimensions, footing and special features; describe jumps and each riding area)
[ ] arena rules - safety & traffic flow ie. access for emergency vehicles, door rule etc.
[ ] rules about spectators
[ ] rules about dogs
[ ] rules about jumping
[ ] describe variety and safety jumps:
[ ] Describe Routine (esp/incl boots/blanketing fees):
[ ] Describe tack room/other amenities (washroom, viewing room, phone etc.)
[ ] Specs of trailer:
[ ] lisence and insurance:
[ ] Researcher's comments (what do you like?):
[ ] Hoofbeats! marketing materials/contact info left behind?