2017 Pre-Examiner Training and Preparation Course The Journey Begins (Continues)!
Before We Begin…. Logistics Parking • Safety Lot • Location of exits • Use of phone (please place on silent) • Restrooms • Parking Lot
Quality Texas Meeting Behaviors • Be respectful • Stay on point • Share openly • Work toward consensus • Have only one conversation • Understand that silence at a time means affirmation • Mute phones • Employ “ELMO” as needed • Return from breaks on time • Have fun • Take care of personal needs • Clean up after yourself Ground Rules
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!
Course Overview Day 1 – Quick review of the Baldrige Framework; Review the Organizational Profile; Key Factors; Discuss Six- Step IR Process; Review Items 1.1 Day 2 – Six-Step IR Process; Items 2.1 and 5.2 Day 3 – Six-Step IR Process; Review 7.1 and 7.5; Scorebook Navigator Class
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
About Quality Texas Laying Concrete
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
Key Facts About Quality Texas Foundation ▪ Funded through ▪ Memberships/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 (20); 53 state winners
QTF’s Vision and Mission Vision: Th The e Qualit Quality y Te Texa xas s Fo Foun unda dation tion (Q (QTF TF) ) wi will ll co continu ntinue e to to be be the the pre preemine eminent nt state state p prog rogram ram ass assisti isting ng individua individuals, ls, org organ anizations, and izations, and co commun mmuniti ities es wi with th co continu ntinuou ous s improve improvemen ment t efforts efforts. Mission: QTF ex QTF exists ists to to ass assist ist individua individuals, ls, o orga rganiza nizations tions an and d co commun mmuniti ities es in t in the heir ir co continu ntinuou ous s impro improve veme ment nt effo efforts the rts thereb reby y po positi sitively vely impac impacting ou ting our r co commun mmuniti ities, state, es, state, an and na d nation tion.
QTF’s Values, CCs, and Motto Values: • Systematic Perspective • Delivering Value and Results • Personal and Organizational Learning Core Competencies: • Executing the Baldrige Framework • Engaging Volunteers Motto: • Making a Difference Every Day!
Services We Provide • Organizational Assessment & Feedback • Recognition/Awards at our Annual Conference • Examiner Training (You are here!) • Applicant Training (how to apply) (Tng/Coaching) – writing seminars; – assessment techniques; – site visit training; – Leadership seminars; – Strategic Planning events, and – Communities of Excellence (COE) Seminars • Membership Opportunities with options/discounts
Why Organizations Apply • $820:$1 ROI • Outside evaluation of organizational performance • Improve financials, customer/employee engagement • Helps build a common, holistic, and systematic view of the organization for greater improvements • Framework provides a common language; standardized method to examine processes and performance; objective feedback • Tracks progress - Get to the “next level” of performance • Fosters benchmarking in and out of industry
Examiner Path
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)
Quality Texas Foundation Ms. Lin Wrinkle Chief Operations Officer (COO) linwrinkle@quality-texas.org; (512) 818-3901 Dr. Mac McGuire Chief Executive Officer (CEO) drmac@quality-texas.org; (512) 656-8946 Address: 201 Woodland Park, Georgetown, Texas 78633-2007 www.quality-texas.org
Walk Through Baldrige Framework Booklet Take a look at your Baldrige Framework Book
Baldrige Excellence Framework • Systems Perspective – ii-iii • Criteria: Systematic Perspective – 1 • Basic, Overall, Areas to Address – 2 • Point Values per Category/Item – 3 • Organizational Profile – 4-6 • Notes: Additional definitions – 5-6 • Categories 1-7 – 7-30 • Scoring System – 31-33
Baldrige Excellence Framework • Process Scoring Guidelines – 34 • Results Scoring Guidelines - 35 • Responding to the Criteria – 37-39 • Core Values and Concepts – 40-44 • Changes from 2015-2016 – 45-46 • Glossary of Key Terms – 47-54
Award Next Award Next 50 + 5 (OP) Level QTF Award Award Levels Level* LEVELS 50 plus 5 (OP) Progress Progress Level Recognition 30 plus 5 (OP) Commitment Recognition Commitment Level 20 plus 5 (OP) Engagement Recognition Engagement Level 10 plus 5 (OP) Beginning Beginning Recognition Level 5 (OP)
Categories 1-6 Examination
How Do I Evaluate Process Items? Process items are evaluated using four factors: • Approach • Deployment • Integration ADLI • Learning
Category 7 Examination
Category 7 Evaluated by LeTCI Results: 45% of the Total Score Levels – Le Trends – T Comparisons – C Integration - I
Results Evaluation Factors LeTCI • Levels – Current performance; meaningful measurement scale • Trends – Numerical data; shows the direction/rate of improvements (slope over time) • Comparisons – Performance relative to that of other appropriate organizations, competitors or organizations that are similar; relative to industry leaders/benchmarks • Integration – Measures (segmentation) addressing important performance requirements relating to customers, products/services, markets, processes, or action plans identified in OP and in process items; future performance; harmonization across processes and work units to support organization-wide goals
Segmentation Segments can be defined by, among other things: ▪ Customers (students/families for Education; patients/families for HC) ▪ Market/Product offerings ▪ Location ▪ Workforce group (employees, tenure, admin, hourly, etc.) ▪ Size of the group in question The applicant defines their segments (OP – P1); we assess the results of those segments
Comparisons Comparisons can be defined by, among other things: • Inside the industry • Competitive comparisons • Outside the industry
QTF/Baldrige Examination Process TRUST THE PROCESS! (KEY TEACHING POINT)
Homework Requirements 1.1, 2.1, 5.2, 7.2, and 7.3 (using SBN)
Step 1: Read the Criteria. Read Baldrige Framework for Award Level QTF Beginner, Engagement, Commitment, or Progress Level Criteria
Step 2: Determine Most Relevant Key Factors Four to Six Key Factors taken from OP, Eligibility, or from Application
Step 3: Read & Analyze the Application Read the Application Mark as appropriate
Step 4: Identify Strengths/OFIs Around 6 comments Strengths and OFIs
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!
Step 6: Determine the Scoring Range and Score Best Fit Don’t Block a Winner Tie goes to applicant
Scoring: Not like your previous education! Go to Process Scoring Page 34
UNDERSTANDING SYSTEMATIC APPROACH
UNDERSTANDING DEPLOYMENT
UNDERSTANDING IMPROVEMENT/LEARNING/INNOVATION
UNDERSTANDING INTEGRATION
Go to Results Scoring Page 35 What is different about Results Scoring?
So let’s begin our Examination/Evaluation Independent Review We will follow the exact same steps that you will follow
Step 1: Read the Criteria
Exercise: Step 1 Read the Criteria Activity Time (minutes) 1. Select a scribe, timekeeper and reporter 5 2. Read your assigned part of the Criteria 15 [1.1a(1), (2), b, c (1), (2)] individually 3. Discuss at your table, (group) your thoughts 15 on Item 1.1 from the application 4. Record the requirements on chart paper 10 5. Report Out (1 minute per table) 1 Thoughts/Comments/Concerns/Learnings 46 minutes total
Step 2: Determine Most Relevant Key Factors
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