Angie,
You answer is well-thoughtout and delivered. It is difficult to ensure that all three aspects are exhibited each time there is an interaction with a student or parent. However, I always encourage FA Professionals to inspect what they expect. If you want to guarantee that your staff are providing the best service you will need to make time to watch and evaluate their interaction with students. The best practices related to documents are to have a standard set of documents and require these based on specific scenarios - no deviation. When one deviates is when one has the opportunity… >>>