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2011. New Examiner Orientation. Welcome!. Baldrige Performance Excellence Program | www.nist.gov/baldrige. Agenda. Welcome Course Introduction Participant Introductions Begin with the End in Mind Code of Ethical Conduct Are You Ready? Guided Practice Wrap-Up. On-the- Team. On-Site.
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2011 New Examiner Orientation Welcome! Baldrige Performance Excellence Program | www.nist.gov/baldrige
Agenda • Welcome • Course Introduction • Participant Introductions • Begin with the End in Mind • Code of Ethical Conduct • Are You Ready? • Guided Practice • Wrap-Up
On-the- Team On-Site Examiner Development Model On-going On-Ramp Onward (NIST) On-Boarding Board of Examiners
On-Boarding Process Coaching Process Application Evaluation Preparation Development Planning Team Assignment Complete partial IR Scorebook w/ option to complete a full IR Peer learning, reflection, & feedback Team leader coaching Reflect on experience Seek feedback from peers, monitor, & team leader Create development plan Classroom training Prepare for the award application evaluation Peer learning, reflection, & feedback Examiner Preparation Classroom training Peer learning, reflection, & feedback New Examiner Orientation Read the Criteria Complete a partial IR Scorebook Coaching discussions Case Study Evaluation Process Orientation Complete online modules Complete “Are You Ready?” Coaching discussions What are you learning? What are your strengths and opportunities? What are your next steps? Complete online modules Review sample feedback report Read about award recipients Coaching discussions Baldrige Program Orientation Receive welcome e-mail Select training week & wave preference Coaching discussions Selection Notification March 2011
Clever Introductions • Find a partner to introduce to the class • Share name, affiliation, Baldrige-like experience • Another item of your choice or complete this sentence: My zodiac sign is ______ and it will help me be an awesome Baldrige examiner because ……
Malcolm Baldrige National Quality Award Ceremony 2009 Baldrige Examiners Address Examiner Recognition Ceremony—December 2010 Jerry R. Rose, Corporate Vice President, Cargill, Incorporated Former Chair, Board of Overseers Former President, Sunny Fresh Foods (1999 and 2005 Baldrige Award recipient)
Code of Ethical Conduct • Protect the integrity of the award process • Exhibit professional conduct at all times • Protect the promise of confidentiality • Protect the program’s intellectual property
Scenario 1: the answer is …… Examiners should not exploit their selection to the Board of Examiners. (BOE). There are no “secrets” for receiving the award and no guarantees for receiving a site visit. Also, the program prefers to understate the “winning” aspect of the process; it encourages a focus on continued self-improvement and the sharing of best practices to help organizations achieve performance excellence. Examiners may not use the MBNQA logo in any advertising/promotion (and business cards may not include “Baldrige examiner” or the MBNQA logo). Principles: Protecting the integrity of the award process, the program’s intellectual property, and the reputation of the BOE.
Scenario 2: the answer is …… Any assistance with an organization’s Baldrige Award application would result in a conflict of interest for an examiner. The examiner would be considered an employee of the organization and should list the organization on the Disclosure of Conflicts of Interest form. If the organization reapplies, the examiner would not be permitted to evaluate the application. Examiners advising or participating with an organization in preparing an award application shall not reveal or discuss that participation with other examiners during training or at any other time. Principles: Protecting the promise of confidentiality and the integrity of the award process.
Scenario 3: the answer is …… No. At no time during Independent Review or Consensus Review should an examiner contact the applicant. Examiners shall not communicate with the applicant organization or in any manner seek additional documentation, information, or clarification. This includes Internet searches or other external sources of information. Examiners shall safeguard the confidences of all parties involved in the judging or examination of current or former applicants. Principles: Protecting the promise of confidentiality and the integrity of the award process.
Scenario 4: the answer is …… No. Examiners must avoid disclosures that may in any way influence the award integrity or process, currently or in the future, and treat as confidential all information about the applicant. While this information has been publicly released, it is not part of the application, and, therefore, it is not relevant to the evaluation. While potentially interesting, this information should not be discussed and must not be considered in the evaluation. The Baldrige Program does a press and background check on each site-visited applicant. The program shares with the team leader any information that could affect selection as a role model, and the team leader seeks clarification during the site visit. Principle: protecting the integrity of the award process.
Scenario 5: the answer is …… Yes. Examiners may use the Internet and other sources to familiarize themselves with common or generic terminology. Examiners shall not communicate with the applicant organizations or in any manner seek additional documentation, information, or clarification specific to the applicant. This includes Internet searches or other external sources of information. If questions arise, contact NIST. Principle: protecting the promise of confidentiality.
Step 4: Draft around six strengths and opportunities for improvement.
Reflection ……….. • What did this day mean for you? • What did you learn? • What are your strengths and opportunities? • What are your next steps? What will you change? • What questions need to be answered? • Seniors/Alumni: What are you going to improve upon in coaching others?
