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2015 Pre-Examiner Training and Preparation Course

Join our training course to gain an understanding of the Baldrige Framework, learn the Six-Step Independent Review process, and improve your feedback comments. Course offered by Quality Texas Foundation.

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2015 Pre-Examiner Training and Preparation Course

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  1. 2015 Pre-Examiner Training and Preparation Course The Journey Begins (Continues)!

  2. Before We Begin…. Logistics • Safety • Location of exits • Use of phone (please place on stun) • Restrooms • Parking Lot Parking Lot

  3. Complete Training Evaluation Forms AND Plus/Delta

  4. Be respectful Share openly Have only one conversation at a time Mute phones Return from breaks on time Take care of personal needs Clean up after yourself Stay on point Work toward consensus Understand that silence means affirmation Employ “ELMO” as needed Have fun Quality Texas Meeting Behaviors Ground Rules

  5. Learning Outcomes • Gain an understanding of the Framework; Review • Apply the Six-Step Independent Review Process to an Award Application; • Choosing Key Factors, Strengths/OFIs, Scoring, and Key Themes • Write Better Feedback Comments Using the Comment Guidelines • Improve your BRAND!

  6. Course Overview • Tuesday – Quick review of the Baldrige Framework; Review the Organizational Profile; Key Factors; Discuss Six-Step IR Process; Review Items 1.1 • Wednesday – Six-Step IR Process; Items 2.1 and 5.2 • Thursday – Six-Step IR Process; Review 7.1 and 7.5; Scorebook Navigator Class

  7. Introductions – At Your Table • Who you are! • Name / City • What you do! • Organization • Job title • Experience with QTF or Baldrige Criteria • Your expectations of this Training

  8. About Quality TexasLaying Concrete

  9. Quality Texas Foundation Mr. Ryan Gonzales, Director of Operations ryangonzales@quality-texas.org; (512) 940-8282 Ms. Lin Wrinkle, Director of Administration linwrinkle@quality-texas.org; (512) 818-3901 Dr. Mac McGuire, Chief Executive Officerdrmac@quality-texas.org; (512) 656-8946 201 Woodland Park, Georgetown, Texas 78633-2007 www.quality-texas.org

  10. Key Facts About Quality Texas Foundation President Reagan concept 1987-1989; Mac Baldrige - Secretary of Commerce; died in rodeo accident State Concept 1990; Started 1992; Endorsed by then Governor Ann Richards; November 1992 huge kickoff in Houston Founded in 1994 as a 501(c)3 not-for-profit corporation Full-time staff of two people; one person part time; around 300 state-wide volunteers

  11. Key Facts About Quality Texas Foundation • Funded through • Memberships and Sponsorships, • Customized training workshops, • Performance Excellence Program participant fees, • Annual Texas Quest Conference • Recognized as the most effective state program, with more Baldrige recipients than any other state (19); 52 state winners

  12. QTF’s Vision and Mission Vision: The Quality Texas Foundation, the preeminent state program, will continue to lead the way nationally in innovation by establishing Communities of Excellence (CoE) throughout the state. Mission: QTF exists to assist individuals and organizations in their continuous improvement efforts thereby positively impacting our communities, state, and nation.

  13. Services We Provide • Assessment; Feedback. Recognition and Awards • Examiner Training (You are here!) • Applicant Training (how to apply; how to write; how to assess; site visit training; COE) • Training and Coaching Solutions • Customized training and coaching based on customer needs within their organization • Public training workshops • Membership Levels w/various benefits per level to include Corporate/Individual options with discounts

  14. Why Organizations Apply • Outside evaluation of organizational goals, objectives, and values • Improve financials and employee engagement • Helps build a common, holistic, and systematic view of the organization • Framework provides a common language and standardized method to examine processes and performance; Receive objective feedback • Tracks progress • Get to the “next level” of performance • Fosters benchmarking within and across industries

  15. Updated June 15 DELIVERABLES • FEEDBACK REPORT FOR JUDGES (Award) & APPLICANT (all levels) • RECOMMENDATION TO BOARD OF DIRECTORS (Award Level only) CORE VALUES ASSESSMENT PROCESS • Ethics and Transparency • Delivering Value and Results • Managing for Innovation • Management by Fact • Societal Responsibility • Systems Perspective • Visionary Leadership • Customer-focused excellence • Valuing People • Organization Learning & Agility • Focus on success Site Visit Independent Review Consensus • Feedback Report • Determination of Site Visit Issues • Score • Verify / Clarify • ID Key Factors Strengths & OFIs • Consensus Scorebook • Training • Review Criteria • Category Champion leads Consensus discussion and scoring • Read Application • Attend Training Six Categories – ADLI; One Category - LeTCI NEXT STEPS • JUDGES REVIEW (Award) • BOARD OF DIRECTORS DECISIONS (Award) • FEEDBACK TO APPLICANT (all levels) • ANNUAL AWARDS CEREMONY (all levels) RESOURCES • Criteria Books • Application • QTF Website • QTF Staff • Training • Scoring Guidelines • Scorebook Navigator • MBNQA Website

  16. APPLICATION LEVELS FEEDBACK AWARD PROGRESS COMMITMENT ENGAGEMENT RESOURCES STRENGTHS • • Criteria • Glossary • Training • Scorebook Navigator • Application • • Org. Profile • 10 Page App. • No Site Visit • Feedback Report • • Org. Profile • 20 Page App. • No Site Visit • Feedback Report • • Org. Profile • 30 Page App. • Site Visit (if Purchased by Applicant) • Feedback Report • • Org. Profile • 50 Page App. • Site Visit • Feedback Report PERFORMANCEEXCELLENCE OPPORTUNITIESFOR IMPROVEMENT New Beginner Level (OP only) ADLI (Basic) LeTCI ADLI (Overall) LeTCI ADLI (some multiple) LeTCI Approach DeploymentLearningIntegration LevelsTrendsComparisonsIntegration SCORING FACTORS Process Results SCORES APPLICATIONSRECEIVED October-March (5 cycles) OCTOBER

  17. Examiners’ Roles and Responsibilities • Provide analysis and feedback to lead the organization to the next level of maturity • Examination Process Team Members • Examiners • Senior Examiners • Scorebook Editor • Back-up Team Leader • Team Leader • Process Coach • Each team has a Subject Matter Expert or two (Can be any role)

  18. Benefits of Being an Examiner • Learn Quality Texas/Baldrige Performance Excellence Criteria; training and experience • Learn validated best practices; leading organizations; all industry sectors • Expand professional network; improve YOUR brand; valuable professional credential • Develop assessment, analysis, writing, teamwork and leadership skills • Give back to the community, state, and nation by helping organizations be successful through useful feedback (patriotism)

  19. Conditions of InvolvementAbsolute Essentials to the Credibility, Success and Prestige of the Assessment and Feedback Process • Commit to the entire process (until the feedback is presented to the applicant) • Maintain Confidentiality • Complete the Training and Case Study • Honor Time Commitments • Represent Quality Texas (not your organization) • Follow Code of Conduct; Avoid Conflicts of Interest

  20. Value for the Examiner/Sponsor • Work with a diverse team; reach consensus • Network with other quality/business experts to build professional friendships • Understand/apply the Baldrige Framework to a variety of organizations; your own? • Develop analytical/consensus-building skills • Attend annual Texas Award Banquet and Conference (discounted rate) – June, 2016, Holiday Inn Riverwalk, San Antonio, TX • Special recognition at conference

  21. Examiner Career Path

  22. QTF EXAMINATION& FEEDBACK PROCESSINDEPENDENT REVIEW

  23. QTF EXAMINATION&FEEDBACK PROCESSCONSENSUS REVIEW

  24. QTF EXAMINATION& FEEDBACK PROCESSSite Visit

  25. Walk Through Baldrige Framework Booklet Take a look at your Baldrige Framework Book

  26. Baldrige Excellence Framework • Criteria: Systems Perspective – 1 • Basic, Overall, Areas to Address – 2 • Point Values per Category/Item – 3 • Organizational Profile – 4-6 • Categories 1-7 – 7-29 • Scoring System – 30-33

  27. Baldrige Excellence Framework • Process Scoring Guidelines – 34 • Results Scoring Guidelines - 35 • Responding to the Criteria – 36-38 • Core Values and Concepts – 39-43 • Changes from 2013-2014 – 44-46 • Glossary of Key Terms – 47-54

  28. QTF LEVELS Award Next 50 + 5 (OP) Award Levels 50 plus 5 (OP) Progress Level 30 plus 5 (OP) Commitment Level 20 plus 5 (OP) Engagement Level 10 plus 5 (OP) Beginning Level 5 (OP)

  29. How Do I Evaluate Process Items? Process items are evaluated using four factors: • Approach • Deployment • Learning • Integration ADLI

  30. Approach (A) “Approach” comprises • Methods used to carry out Process • Appropriateness of methods vs requirements • Effectiveness of the methods • The degree to which the approach is repeatable and based on reliable data and information (i.e., systematic)

  31. Deployment (D) • “Deployment” is the extent to which • Your approach addresses item requirements relevant and important to the organization • Your approach is applied consistently • The approach is used by all appropriate work units

  32. Learning (L) Learning comprises • The refinement in approach through cycles of evaluation and improvement • The encouragement of breakthrough change through innovation, and, • The sharing of refinements and innovation with other work units and processes in the organization

  33. Integration (I) “Integration” is the extent which • Your approach is aligned with organizational needs (OP/ processes) • Your measures, information, and improvement systems are complementary across processes and work units • Your plans, processes, results, analyses, learning, and actions are “harmonized” across processes and work units to support organization-wide goals

  34. Results: 45% of the Total Score LeTCI

  35. Levels– Current performance on a meaningful measurement scale Trends– Numerical data that show the direction and rate of improvements (slope over time) Comparisons– Your performance relative to that of other appropriate organizations, competitors or organizations similar to yours; relative to industry leaders or benchmarks Integration– Measures (segmentation) addressing important performance requirements relating to customers, products/services, markets, processes, or action plans identified in your OP and in process items; future performance; harmonization across processes and work units to support organization-wide goals Results Evaluation Factors  LeTCI

  36. Segmentation Segmentscan be defined by, among other things: Customers (students/families for Education; patients/families for HC) Market or Product offerings By Location Workforce group (employees, tenure, admin, hourly, etc.) Size of the group in question The applicant defines their segments (OP); we assess the results of those segments

  37. Comparisons Comparisonscan be defined by, among other things: • Inside the industry • Competitive comparisons • Outside the industry

  38. QTF/Baldrige Examination Process TRUST THE PROCESS! (KEY TEACHING POINT)

  39. Step 1: Read the Criteria. Read Baldrige Framework for Award Level QTF Beginner, Engagement, Commitment, or Progress Level Criteria

  40. Step 2: Determine Most Relevant Key Factors Four to Six Key Factors taken from OP, Eligibility, or from Application

  41. Step 3: Read & Analyze the Application Read the Application Mark as appropriate

  42. Step 4: Identify Strengths/OFIs Around 6 comments Strengths and OFIs

  43. Step 5: Write Feedback Ready Comments Remember: NERD! N – nugget of importance E – evidence/example to support comments R – relevance to the applicant D – Done!

  44. Step 6: Determine the Scoring Range and Score Best Fit Don’t Block a Winner Tie goes to applicant

  45. Scoring: Not like your previous education!Go to Process Scoring Page 34

  46. UNDERSTANDING SYSTEMATIC APPROACH

  47. UNDERSTANDING DEPLOYMENT

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