LA ROJA BUSINESS TRAVEL
Learning visit observation sheet

An adaptable planning template, not a completed client case or an assessment rubric.
Agree the learning objectives and use of this sheet with your teacher or team lead.

BEFORE THE VISIT
Group or course:
Date:
Question we want to explore:
What do we currently think, and why?

AT EACH STOP
Location and activity:
Access format (public space / hosted introduction / agreed specialist discussion):
What did we directly observe?
What were we told? Record the speaker's role and any relevant context.
What evidence supports the explanation?
Which tasks were automated? Which required people or supporting infrastructure?
Which questions could not be answered during this visit?

AFTER THE VISIT
Compare two observations:
What was similar? What depended on the setting?
Which of our assumptions changed?
What further evidence would we need before making a business or technical judgement?
One question to investigate next:

Keep confidential host information and personal details out of public notes.
Photography, recording and sharing follow the host's agreed rules.

Prepared by the La Roja Travel team, 5 November 2026.
https://larojatravel.com