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Welcome to Examiner Preparation

Welcome to Examiner Preparation. Moderator(s) Facilitator(s) Administrator Examiners Other members of BNQP and ASQ staff. Training Team. Independent Review. Applications Due (May). Judges’ Meeting (September). Not selected. Independent Review (June – July) Waves 1, 2, 3.

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Welcome to Examiner Preparation

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  1. Welcometo Examiner Preparation

  2. Moderator(s) Facilitator(s) Administrator Examiners Other members of BNQP and ASQ staff Training Team

  3. Independent Review

  4. Applications Due (May) Judges’ Meeting (September) Not selected Independent Review (June – July) Waves 1, 2, 3 Consensus Review (July – August) Waves 1, 2, 3 Feedback Report to Applicant Selected Site Visit (October) Judges’ Meeting (November) Not selected Judges Recommend Award Recipients to Secretary of Commerce Feedback Report to Applicant Award Review Cycle

  5. The Baldrige Framework: A Systems Perspective

  6. Who are the customers of your work? • Other Examiners • Applicant • Judges

  7. Step-by-Step Item Evaluation Process

  8. Exercise: Key Concepts Observations Key Process Evaluation Factors Approach Deployment Learning Integration

  9. Item 3.1 ~ Sample Evidence

  10. Item 3.1 ~ Sample

  11. Item 3.1 ~ Sample

  12. Item 3.1 ~ Sample

  13. Item 3.1 ~ Sample

  14. Item 3.1 ~ Sample

  15. Independent Review Process Items

  16. Criteria Conversations

  17. Step-by-Step Item Evaluation Process

  18. Independent Review Practice Materials Criteria booklet Case Study Step-by-Step Instructions for IR Scorebook Preparation Ex. Instructions, w/ Key Factors Wall chart and markers Tasks (1) Review the Criteria (2) Identify relevant Key Factors (3) Read the Item response in the Case Study (4) Identify key process and (5) analyze process against ADLI Document work on chart Identify key learnings

  19. Scoring • Ground yourself in the Criteria requirements AND the applicant’s Key Factors • Review your observations in terms of importance to the applicant • Determine a scoring range for A – D – L – I • Determine an overall holistic score for the Item

  20. Scoring Example - Item 3.1

  21. Independent Review Results Items

  22. The Baldrige Framework: A Systems Perspective

  23. Results - Category 7 7.1Product and Service Outcomes 7.2 Customer-Focused Outcomes 7.3 Financial and Market Outcomes 7.4 Workforce-Focused Outcomes 7.5 Process Effectiveness Outcomes 7.6 Leadership Outcomes

  24. Importance – questions to consider • What results are required by the Criteria ? • What results are important to the applicant ? • What information is available ? • Competitors • Availability of comparative data • Factors that would influence segmentation

  25. Example: Item 7.2 (excerpt)

  26. Independent Review ~ Results Practice Materials Criteria booklet Case Study Step-by-Step Instructions for IR Scorebook Preparation Exercise Instructions Relevant Resource Sheet IR Worksheet and Scoring Grid Chart paper and markers Tasks Review the Criteria Identify relevant Key Factors Read the relevant application section Identify measures/indicators Evaluate applicant response (LeTCI, Strengths, OFIs) Score the Item

  27. Week Happenings (i.e., Roles/responsibilities) 1 Receive assignment email from ASQ Review email from TL with proposals for: 1st planning call date & time evaluation review timeline Receive evaluation materials from ASQ Check for conflicts Begin Independent Review, using Step-by-Step Participate in 1st planning call A Reality Check…Where are we?      

  28. Weeks Happenings (i.e., Roles/responsibilities) 2,3,4 Continue Independent Review No applicant-specific discussion between team members Post early draft of Key Factors Worksheet and at least one Item by team’s agreed-upon deadline Send email to TL with bio Post complete Independent Review Scorebook by team’s agreed-upon deadline …during Independent Review    

  29. Ethics Energizer #1 You are working on your Independent Review of Applicant ABC, a private manufacturing company.  Your retirement account broker, who knows you are a Baldrige Examiner,  calls you and advises you to switch some of your funds from government bonds to an aggressive growth fund containing large-cap stocks.  You wonder if this fund contains stock in Applicant ABC.  You ask your broker which stocks are included in this fund. Your applicant is listed as one of the stocks in the fund.  Can you accept your broker’s recommendation and buy into this fund? Why or why not?

  30. Ethics Energizer #1: Response Yes, you can. While the Code of Ethical Conduct requires that Examiners not have a financial interest in the applicant, you do not have control of the companies that are in this fund. They could be added or removed by the fund manager. If you are being encouraged by your broker to add stock in a specific company to your portfolio, you should generally choose not to purchase stock in the applicant because this may be perceived as a conflict of interest.

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