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Applicant Name RM PEx Site Visit Opening Meeting. Team Leader - Team Members –. What is Rocky Mountain Performance Excellence ( RM PEx)?.
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Applicant NameRMPEx Site VisitOpening Meeting Team Leader - Team Members –
What is Rocky Mountain Performance Excellence (RMPEx)? • A self-supporting, 501c3 non-profit volunteer (~100) organization, affiliated with the Malcolm Baldrige Performance Excellence Program; focused on helping organizations improve their performance. • The Malcolm Baldrige Performance Excellence Program was established by Congress in 1988 to • identify/recognize role model organizations • establish criteria forperformance excellence, based on role model activities, to promote performance improvement efforts • disseminate/share best practices, as found in role model organizations.
The RMPEx/Baldrige Process • The RMPEx/Baldrige Criteria tells organizations (through the criteria questions) how to integrate performance excellence into their activities. • To self-assess, apply for feedback and/or an award, , organizations explain how they perform those activities. • A team of examiners analyze the maturity of those activities. • A feedback report is generated describing organizational strengths and opportunities for improvement (OFIs). • Organizations create plans to sustain the strengths and address the OFIs.
Criteria Question Framework Results not required for a Timberline application. X
RMPEx Site Visit Purpose • You developed a detailed application, using RMPEx Baldrige- Based Criteria. • Your RMPEx examiners evaluated this application thoroughly, identifying strengths and opportunities for improvement (OFIs) • Your examiners identified Specific Site Visit Issues for review, based on the identified strengths and OFIs. • The site visit purpose is to verify those strengths and clarify the OFIs (ensure they are valid).
Your RMPEx Team • RMPEx examiners are all volunteers, each devoting 150-300 hours to the evaluation of your application. • Teams are made up of examiners with a range of examination experience, some with knowledge of your sector, some without. • Examiners attend 3 days of training and compete a practice examination. Training is repeated yearly. • Examiners use the criteria to define what activities they should expect in your organization. • They use a defined process to evaluate the maturity of the activities organization’s acitivities.
Maturity evaluationbased on four evaluation factors • Approach: the methods used to accomplish the activity • Deployment: the extent to which the activity is applied • Learning: the evaluation and improvement of the approach • Integration: consistency of approaches to support organization needs
Approach/Deployment Evaluation • Approach: methods used to accomplish the activity • Well-ordered, repeatable, uses data/information to promote improvement? • Appropriate to the criteria question and the organization’s needs? • Effective? • Deployment: extent to which the approach is applied • Appropriate personnel, functions and groups involved in the approach? • Approach consistently applied?
Learning/Integration Evaluation • Learning: the evaluation and improvement of the approach • Approach refined through evaluation and improvement? • Approach innovation is encouraged? • Approach improvements shared with the organization? • Integration: the consistency of approach to organization needs • Approach aligned with mission, vision, values and other approaches? • Measures, information, improvement systems complementary across activities and work units?
Roles during the Site Visit • Examiner • Verify strengths and clarify OFIs • Ask questions to understand and to learn • Provide insightful, actionable feedback • Applicant • Answer questions directly; provide examples when possible • Provide evidence as requested • Enjoy the experience
What’s Next Examiners: • Update strengths and OFIs based on site visit findings • Report final findings in a Feedback Report, which will be delivered in December Applicant: • Celebrate and leverage strengths • Identify and act on high-priority improvement opportunities • Continue your journey • Attend RMPEx Quest Event on April 24, 2015
Rocky Mountain Performance Excellence Thank You for Inviting Us!