Tour Guiding Intake Assessment

---
name: tour-guiding-intake-assessment
description: |
  Run a structured intake and initial assessment for tourists and tour operators in tourist sites, cities and attractions.
  TRIGGERS - Use when a tour guide needs a intake & initial assessment for tourists and tour operators in tourist sites, cities and attractions.
category: Tour Guiding
license: MIT
version: 1.0
---
# Intake & Initial Assessment — Tour Guiding

Run a structured intake and initial assessment for tourists and tour operators in tourist sites, cities and attractions. The deliverable is a completed intake record and initial assessment summary.
This skill is written for a tour guide working with tourists and tour operators in tourist sites, cities and attractions.

## When to use
- You are a tour guide preparing, delivering or reviewing this part of your work in tourist sites, cities and attractions.
- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Commentary | the spoken information a guide gives during a tour |
| Reconnaissance | checking a route or site before leading a group |
| Headset system | audio equipment letting a group hear the guide |

## Workflow
1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold tour itineraries
2. **Step 2** - Gather history and current circumstances from tourists and tour operators, using the standard intake structure for tourist sites, cities and attractions
3. **Step 3** - Record baseline observations and measurements relevant to tour ratings, noting anything that changes the priority of the case
4. **Step 4** - Flag immediate concerns — especially group members lost — and escalate or fast-track anything urgent before proceeding
5. **Step 5** - Summarise findings for tourists and tour operators in plain language, agree the next step, and file the intake section of tour itineraries

## Profession-Specific Components
| Component | Details for Tour Guiding |
|-----------|-------------------------------|
| Core documentation | tour itineraries; group lists; risk assessments; feedback forms |
| Core tools & equipment | booking platforms; audio guide systems; transport contacts; first aid kits |
| People involved | tourists and tour operators; the tour guide; colleagues and other services in tourist sites, cities and attractions |
| Primary record | tour itineraries — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in tourist sites, cities and attractions] | **Objective:** [What this must achieve] | **Audience:** [tourists and tour operators and other stakeholders]

The finished output is a completed intake record and initial assessment summary, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in tour itineraries.
2. **Short-term:** Complete the workflow steps and record outcomes against tour ratings.
3. **Medium-term:** Review results, close actions, and update local procedures in tourist sites, cities and attractions.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| tour ratings | Agree a local target and track the trend | Measured from tour itineraries and reviewed on a set cycle |
| group punctuality | Agree a local target and track the trend | Measured from tour itineraries and reviewed on a set cycle |
| incident rates | Agree a local target and track the trend | Measured from tour itineraries and reviewed on a set cycle |
| repeat bookings | Agree a local target and track the trend | Measured from tour itineraries and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: group members lost.
- Never let this happen: site rule breaches.
- Never let this happen: weather disruption unprepared.
- Work only within the competence and authority of a tour guide; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to tourist sites, cities and attractions's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A tour guide in tourist sites, cities and attractions applies this workflow for tourists and tour operators: they open
tour itineraries, work through the five steps using booking platforms, and close by recording
the outcome against tour ratings and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)