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Self-Assessment

2011. Baldrige Performance Excellence Program. Self-Assessment. Baldrige Performance Excellence Program | www.nist.gov/baldrige. Is Your Organization Ready?. It’s never too early (or too late) to begin using the Baldrige Criteria for Performance Excellence. Presentation Overview.

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Self-Assessment

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  1. 2011 Baldrige Performance Excellence Program Self-Assessment Baldrige Performance Excellence Program | www.nist.gov/baldrige

  2. Is Your Organization Ready? It’s never too early (or too late) to begin using the Baldrige Criteria for Performance Excellence.

  3. Presentation Overview • What is a Baldrige self-assessment? • Why self-assess? • What are some tools and approaches for self-assessment? • What resources are available?

  4. Getting Started Self-assessment . . . What is it? • The first step toward achieving organizational improvement and performance excellence • A “results-oriented” review • Adaptable to the needs of each organization

  5. Why Self-Assess? • Address a customer-, competitor-, or budget-driven need to change • Keep pace with changes in industry • Maintain a leadership position • Enhance organizational learning • Align actions with organization’s values • Create a sustainable organization • Improve performance

  6. Benefits of Self-Assessment • Identify successes and opportunities for improvement • Jump-start a change initiative • Energize improvement initiatives • Energize the workforce • Focus your organization on common goals • Assess performance against the competition • Align resources with strategic objectives

  7. Four Tools and Approaches • Use Are We Making Progress? andAre We Making Progress as Leaders? • Take the easyInsight assessment. • Complete the Organizational Profile. • Answer the 17 Criteria item title questions. • Conduct an intermediate self-assessment. • Conduct a full self-assessment.

  8. Are We Making Progress? Questionnaires Are We Making Progress? Are We Making Progress as Leaders? • One questionnaire for workforce members, one for the leadership team • Seven-category framework • 40 statements, 5-point scale

  9. Benefits of Are We Making Progress?Questionnaires • Determine the effectiveness of your communication of strategies, goals, and messages • Focus improvement and communication • Measure trust • Compare results • Modify questions to address specific needs

  10. easyInsight: Take a First Step toward a Baldrige Self-Assessment • Online self-assessment tool • Based on the Organizational Profile

  11. What Is the Organizational Profile? • Preface to the Criteria • A series of questions to help you identify • the key influences on your organization • the key challenges your organization faces

  12. How to Use easyInsight • Examine each question in the Organizational Profile and determine if the question is • easy to answer • possible to answer • difficult to answer • Compare your answers to others’ responses

  13. Benefits of easyInsight • Determine readiness for a more thorough self-assessment • Reveal gaps and opportunities for improvement • Compare your organization to others • Assist with developing an action plan for improvement or preparing for a more complete self-assessment

  14. Why Prepare the Organizational Profile? • Describe what is relevant and important • Ensure common understanding • Guide selection of information/data • Identify gaps/lack of deployment

  15. Prepare the Organizational Profile • Organizational Description • Organizational Environment • Organizational Relationships • Organizational Situation • Competitive Environment • Strategic Context • Performance Improvement System

  16. Conduct a Full Self-Assessment: Six Basic Steps 1. Identify the boundaries/scope of the assessment. 2. Select seven champions, one for each Criteria category. 3. Select category teams and collect data and information to answer Criteria questions.

  17. Conduct a Full Self-Assessment: Six Basic Steps 4. Share answers to Criteria questions among category teams. 5. Create and communicate an action plan for improvement. 6. Evaluate the self-assessment process for future improvements.

  18. Self-Assessment Resources • 2011−2012 Criteria for Performance Excellence booklets (Business/Nonprofit, Health Care, and Education versions) • State and local Baldrige-based programs • Baldrige examiners • Baldrige Award winners • Conferences

  19. 2011 Additional Resources • Are We Making Progress? • Are We Making Progress as Leaders? • Easy Insight • Your Guide to Performance Excellence • Customer Service: (301) 975-2036, baldrige@nist.gov • Web site: www.nist.gov/baldrige Baldrige Performance Excellence Program | www.nist.gov/baldrige

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