Jeff Smith | Asia Operations Performance Manager | jeff.smith@petratools.com
PETRA Values: People · Excellence · Teachability · Reliability · Ambitious |
Partnership Expectations: Proactiveness · Commitment to Dates · QC & Customer First · Competitive Pricing · Timely Delivery
Header Overview
PART 1 — PRE-VISIT
▌1.1 Visit ContextExpand / collapse
Plain-language status checkboxes based on the PO-to-warehouse process flow from the PPT.
Estimated Ready Date (ERD)
Projected Ship Date
Ship Date Status
ERD means Estimated Ready Date — the date the factory says the goods will be ready.
▌1.2 Required Documents & AccessExpand / collapse
Checkboxes first, with link placeholders so you can click into folders once access is granted.
Document / Folder
✓
Link / Location
Notes
Purchase Order(s)
Proforma Invoice
BOM(s) — per SKU
Engineering Drawings
Golden Sample Approval
QC Inspection Templates
Jerry QC Reports — prior
Customer Review Summary
▌1.3 Customer Review SummaryExpand / collapse
This section comes before stakeholder questions so customer feedback can shape your priorities. Ask Neil or Cynthia for 3–5 bullet points from recent Amazon and Shopify reviews for the relevant models.
Workflow reminder: if your visit is planned for a specific date, complete your prework on a countdown basis — customer review summary first, then exec questions, then doc access, then final priorities.
Pre-Visit Milestone Reminder
▌1.5 Combined Priority ListExpand / collapse
This is a section we can build together before each visit. Give me the factory, PO, customer feedback, and exec input, and I can help draft the priority points.
Priority
Risk Level
PT Owner
Notes
▌1.6 Risk BaselineExpand / collapse
Why this matters: it keeps you from being overly optimistic on an early visit. It forces you to test likely failure points before they become expensive surprises, and it gives you a record of what concerns were visible early.
PART 2 — IN-VISIT
▌2.1 Opening MeetingExpand / collapse
You can use voice input, then paste the transcript here or into chat later and I can pull out the useful points.
▌2.2 Floor Walk 1Expand / collapse
At each station, use checkboxes, note the PO if present, check BOM compliance, and talk with the responsible person before moving on if you spot a problem.
Incoming Parts & IQC
Forming
Assembly
Packaging
Warehouse
Container Loading
▌2.3 Follow-Up ConversationsExpand / collapse
Conversation reminders: Sales, Boss, Jerry, Cynthia, Faseeh / USA as needed.
Informal in-process QC conversation: his impressions, learnings, questions, how the factory is working with him and with PT, plus any PO-specific concerns.
▌2.4 Floor Walk 2Expand / collapse
▌2.5 Spot ChecksExpand / collapse
▌2.6 Document LogExpand / collapse
This should become live-updating later. For now, use it as a structured capture table.
What it is
From whom
Stage / PO
Translation / Key content
▌2.7 Sales / Boss ConversationsExpand / collapse
You can do voice input. Dictate or transcribe the conversation, then paste it here or into chat later and I can extract commitments, issues, product ideas, and next steps.
PART 3 — POST-VISIT
▌3.1 Priority ResolutionExpand / collapse
Priorities from 1.5 — auto-populated as you type above
Enter priorities in section 1.5 above and they will appear here automatically — no scrolling needed.
Populated from priorities above. Revise before pasting into 3.3 or sending.
▌3.2 Action ItemsExpand / collapse
▌3.3 Executive SnapshotExpand / collapse
Before completing this section: upload or paste your completed Parts 1 & 2 to Perplexity. Perplexity can draft all six fields below for you to review and revise before sending to Andy, Keith, and Neil.