For SNF, AL & memory care teams
The State Survey Readiness Toolkit
The full system behind survey day — 8 weeks out through the moment surveyors walk in.
- 8-week department-assigned preparation program
- Checklists for 7 departments (nursing, dietary, housekeeping, maintenance, activities, social services, administration)
- CMS Critical Element Pathway reference guide
- Mock survey scoring sheet + Survey Day Playbook with staff scripts
Checkout opens soon
I'm wrapping up fulfillment. Join the early-access list and I'll email you the moment it's live.
Instant digital download. Editable templates you can rename, adapt, and roll out the same day.
Instant digital downloadAI-generated image. Not a real representation.
What's in the download
Everything you need to run this — nothing you don't.
How the templates work
Make your own copy in under a minute.
I share every template as a Google Doc. After you buy, you'll get a link to a read-only shared doc. You don't edit it directly — you make a private copy in your own Google Drive.
Open the shared Google Doc link from your order email.
Choose File → Make a copy in Google Docs.
Save the copy to your Google Drive and rename it.
Customize it for your facility, team, or workflow.
You need a free Google account to make a copy. The original link stays shared with you only, so keep it in your inbox or in your account library. If a link ever stops working, email me and I'll re-share it the same day.
Why this exists
A complete toolkit, not a single checklist. Eight weeks of department-assigned prep, CMS Critical Element pathway references, a mock survey scoring sheet so you can run an internal survey before the real one, and a Survey Day Playbook with staff scripts and documentation retrieval protocols for the moment the surveyors arrive.
Ready when you are
Stop rebuilding this from scratch every quarter.
The full system behind survey day — 8 weeks out through the moment surveyors walk in.
Checkout opens soon
I'm wrapping up fulfillment. Join the early-access list and I'll email you the moment it's live.
Questions first? Send me a note — I read every one.