1 2012 examiner training 2012 examiner training introduction to evaluating a baldrige application...
TRANSCRIPT
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20122012EXAMINER TRAININGEXAMINER TRAINING
Introduction to Evaluating a Baldrige
Application
Presented byThe Granite State Quality Council
andThe Northern New England Alliance for Excellence
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AgendaAgenda
• Stages of a Baldrige Evaluation• The Evaluation Process
– Before you begin
– Key Factors
– Key Themes
– Evaluating each Item• Process Item Demonstration
• Results Item Demonstration
• Review of the Assignment
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What is a Baldrige Application?What is a Baldrige Application?
• A structured response to the questions posed by the Criteria– May be for internal use or for state/national award
• Contains:– Eligibility forms
– Glossary of Terms
– Organizational Profile (5 pages)
– Categories 1-7 (50 pages)
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The Role of a Baldrige ExaminerThe Role of a Baldrige Examiner
• Provide objective feedback on Strengths and Opportunities for Improvement (OFIs)– First pass is based solely on the Application– A Site Visit may follow to verify and clarify
feedback from Application
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The Goal of an Application The Goal of an Application EvaluationEvaluation
• Unbiased feedback on Strengths and Opportunities For Improvement (OFIs)
• Baldrige feedback is – Non-prescriptive
– Non-judgmental
– Grounded in the Criteria & Core Values
– Weighted on the Organization’s Profile
• Feedback may be used to determine award level
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The Baldrige Application Evaluation Process The Baldrige Application Evaluation Process - Stages- Stages
Goal: Value Added Feedback
To the Applicant
ConsensusComments
IndependentObservations
Site VisitComments
Stage 1
Stage 2
Stage 3
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Application Evaluation Application Evaluation ProcessProcess
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The Application Evaluation Process – The Application Evaluation Process – Independent ObservationsIndependent Observations
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftInitial
Key Factors
Draft InitialKey ThemesObservations
Finalize Key ThemesObservations
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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Contents of a Baldrige Application Case StudyContents of a Baldrige Application Case Study: : Tillingate LivingTillingate Living
• Eligibility Information– Pages i – x
• Additional Information– Org Charts, Glossary/Abbreviations (pages xi – xv)
• Responses to Baldrige Criteria Questions– Preface: Organizational Profile (pages xvi – xx)
– Categories 1 – 7 (pages 1-50)
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The Application Evaluation ProcessThe Application Evaluation Process
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftInitial
Key Factors
Draft InitialKey ThemesObservations
Finalize Key ThemesObservations
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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What you will use to Evaluate the ApplicationWhat you will use to Evaluate the ApplicationApplicationCriteria
No independent researchor contact with Applicant
On-line Worksheets
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What you will use to What you will use to Evaluate the ApplicationEvaluate the Application
On-line Worksheets
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The Narrative Application Evaluation ProcessThe Narrative Application Evaluation Process
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftDraftInitialInitial
Key FactorsKey Factors
Draft InitialKey ThemesObservations
Finalize Key ThemesObservations
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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Key FactorsKey Factors
• What are they?– Significant attributes of an organization
– that influence the way the organization operates
• Where do they come from?– The Organizational Profile
– Criteria Items
– Eligibility Forms
• Guidelines– Group under the five Areas to Address in the Organizational Profile
– Write in phrases rather than complete sentences
– Numbered list (for use in rest of analysis)
– Revise throughout the evaluation process
– Limit to 1–3 pages in length
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How to Identify Key FactorsHow to Identify Key FactorsAnswers to “What” questions
from the Organizational Profile
Org ProfileCriteria Items
Key FactorsKey FactorsNo Evaluation of
Key Factors
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Key Factors: ExampleKey Factors: Example• Key Factors:
– Mission, vision, and values– Employee/staff profile– Customer and market segments
and customer requirements– Competitive position and
critical success factors– Strategic challenges– Governance structure
• Not Key Factors:– Strategic planning
approach
– Complaint management process
– Rewards and Recognition System
– Methods to promote and ensure ethical behavior
Answers “What” - facts or attributes that affect the way the organization operates
Answers “How” - processes that the applicant uses in managing its work
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Case Study page xvi
Criteria Page 4
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The Key Factors Worksheet
Key Factors Worksheet
P.1a Organizational Environment
•For-profit, privately held organization/Care Model - For-profit, privately held organization providing assisted living and skilled nursing care in 23 facilities located in Pennsylvania, Kentucky, Tennessee, and Virginia whose facilities are known for a sense of societal responsibility. Care model is centered on advancing seniors’ independence and quality of life utilizing the Aging Actively Consortium's (AAC’s) dimensions of wellness: emotional, intellectual/cognitive, physical, spiritual, social, professional/vocational, and environmental.
•Mission, Vision, Values - Mission (Figure P.1-2): Provide ageless care and timeless living to individuals in a homelike environment that supports their lifestyles and need for care with dignity and respectVision (Figure P.1-2): Be among the top 10% of skilled nursing facilities (SNFs) and assisted living facilities (ALFs) and be a top choice for careValues (Figure P.1-2): Agility, Patience, Empathy, and Excellence (APEX)
•Core Competencies (Figure P.1-2) - •Designing, innovating, and managing facilities to support various lifestyles and deliver excellent clinical outcomes•Developing clinical and service competencies for a caring and exceptional staff•Designing and delivering rehabilitation services to support residents’ activities of daily living•Creating an educational environment to support a sense of mastery for residents
Key Factors: a bulleted list of Applicant responses to questions in the
Organizational Profile.
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The Narrative Application Evaluation ProcessThe Narrative Application Evaluation Process
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftInitial
Key Factors
Draft InitialDraft InitialKey ThemesKey ThemesObservationsObservations
Finalize Key ThemesObservations
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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What are Key Themes?What are Key Themes?A A Summary of Key Points found in the EvaluationSummary of Key Points found in the Evaluation
Key Theme: A high-level strength or opportunity for improvement that – Is common (cross-cutting) to more than one Item/Category and/or – Is significant in terms of the applicant’s key factors and/or – Addresses a Core Value of the Criteria – Must be traceable to comments found in the Item Worksheets
As a whole Key Themes:– Summarize how well an applicant has addressed the Criteria
requirements, Key Factors, and Core Values– Serve as an Executive Summary
Importance:– Key Themes are usually the first and sometimes the only part of
the feedback report read by senior leaders– Used by examiners to focus site visit– Used by judges to get a “big picture” of the Applicant
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Organization of the Key Themes WorksheetOrganization of the Key Themes Worksheet
A. What are the most important strengths or outstanding practices found in Process Items?
B. What are the most significant opportunities, concerns, or vulnerabilities identified in Process Items?
C. what are the most significant strengths found in its response to Results Items?
D. What are the most significant opportunities, vulnerabilities, and/or gaps found in the Results Items?
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Steps in Developing Independent Key ThemesSteps in Developing Independent Key Themes
1. Read application & capture initial impressions.
2. Evaluate application at the Item-level.
3. Key Themes developed at Consensus– Refined after Site Visit
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Agenda ReviewAgenda Review
Stages of a Baldrige EvaluationThe Evaluation Process
Before you beginKey FactorsKey ThemesEvaluating each Item
• Process Item Demonstration
• Results Item Demonstration
• Review of the Assignment
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Baldrige National Quality Program
Developing Independent Developing Independent Review Observations Review Observations Process Item DemoProcess Item Demo
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The Application Evaluation ProcessThe Application Evaluation Process
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftInitial
Key Factors
Draft InitialKey ThemesObservations
Finalize Key ThemesObservations
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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Evaluate Each Criteria ItemEvaluate Each Criteria ItemRead Criteria Requirements
Determine4-6 Key Factors
Develop ~6 Strengths and OFI’s and
Supporting Evidence
Read Applicant'sResponse
Write 2 Feedback Ready Comments
Determine Score
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Step 1: Read Criteria RequirementsStep 1: Read Criteria Requirements
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Item 5.1 RequirementsItem 5.1 Requirements
Page 18 in Criteria Booklet
Support Info:•Notes•Category & Item Description
• Page 42
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Step 2: Key FactorsStep 2: Key Factors
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P.1a Organizational Environment
P.1b Organizational Relationships
P.2a Competitive Environment
P.2b Strategic Context
P.2c Performance Improvement System
Item 5.1 Independent Review Worksheet – Key FactorsItem 5.1 Independent Review Worksheet – Key Factors
What 4-6 Key Factors do we most expect to be addressed by this Item?
(or – which Key Factors do you most want to keep in mind as you evaluate this Item)
From Key Factors Worksheet – Handout
4-6 Key Factors are requested at the top of every Item Worksheet
All Key Factors
Item Requirements
Item Key Factors
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Item 5.1 Independent Review Worksheet – Key FactorsItem 5.1 Independent Review Worksheet – Key Factors
4-6 Key Factors are requested at the top of every Item Worksheet
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Step 3: Read Application Item ResponseStep 3: Read Application Item Response
Categories 1-6Demonstrate
Processes“HOW?”
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Read through the Item: Example - Item 5.1a(1)Read through the Item: Example - Item 5.1a(1)
What does the Criteria ask?
How does the Applicant respond?
Case Study: Page 22 & 23
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Definition – PROCESSDefinition – PROCESS• Linked activities with the purpose of producing a
product or service for a customer (user) within or outside the organization
• Involves combinations of people, machines, tools, techniques, materials, and improvements in a defined series of steps
• Service situations - used more generally– May spell out what must be done including a preferred or
expected sequence
• Knowledge work (e.g., strategic planning, research, development, and analysis) – does not always imply formal sequences of steps
– implies understandings regarding competent performance, such as timing, options to be included, evaluation, and reporting.
Page 62 in Criteria Book
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Analyzing a Process ItemAnalyzing a Process Item
The purpose of Process Items is to permit
diagnosis of an organization’s most
important processes —the ones that contribute most to organizational performance improvement and contribute to keyoutcomes or performance results.
KEYProcesses
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Read through the Item: Example - Item 5.1a(1)Read through the Item: Example - Item 5.1a(1)
What does the Criteria ask?
How does the Applicant respond?
Case Study: Page 22 & 23
What Processes can you identify in 5.1a(1)?
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Step 4: Develop Around 6 Total Strengths Step 4: Develop Around 6 Total Strengths and OFI’s and Supporting Evidenceand OFI’s and Supporting Evidence
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Developing Strengths and OFIsDeveloping Strengths and OFIs
• Strengths– Practices/processes or results to be
reinforced & build upon
• Opportunity for Improvement– Potential gaps, blind spots & vulnerabilities
• Categories 1-6 reflect Processes
• Category 7 reflects Results
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Main Idea Supporting Evidence
First Pass: Focus on identifying…
A-D-L-I
Relationship withKey Factors Relationship with
Criteria
Strengths
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Gaps and OFIs
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From our Example - Item 5.1a(1)From our Example - Item 5.1a(1)
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Example OFIs from - Item 5.1Example OFIs from - Item 5.1
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Evaluating a Process ItemEvaluating a Process Item
• Processes include– Approach (A)
– Deployment (D)
– Learning (L)
– Integration (I)
• A-D-L-I is a tool to help in application evaluation and scoring
• A-D-L-I is the P-D-S-A of High Performing Organizations
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ApproachApproach
• The methods and processes used by an organization to accomplish its work
• HOW an organization addresses the item requirements
• Approach considers…– Appropriateness for organization– Effectiveness– Alignment with the organization’s needs– Appropriate review and improvement
• Approaches are systematic if they – Are well ordered – Are repeatable – Use data and information so learning is possible– Build in the opportunity for evaluation, improvement, and sharing thereby permitting
a gain in maturity
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DeploymentDeployment
• Refers to the EXTENT to which an organization’s approach is applied
• The breadth and depth of the approach to relevant work units throughout the organization
• Implementation on steroids…
Is the approach deployed from the
President to the janitor?
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DeploymentDeployment
Deployment is process specific. AppropriateAppropriate deployment varies from item to item
Examples:• Category 1 – Leadership Processes
– Deployed to workforce segments, stakeholders, other key processes
• Category 3 – Customer Processes– Deployed to customer segments, work force segments
• Category 5 – Workforce Processes– Deployed to workforce segments, locations, departments
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Learning:Learning:Organizational and PersonalOrganizational and Personal
• New knowledge or skills acquired through evaluation, study, experience, and innovation.
• Criteria looks for both personal and organizational learning
• There are three dimensions of organizational learning:– Continuous improvement of existing processes
– Innovation leading to breakthrough changes
– Knowledge sharing of such improvements and innovations
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IntegrationIntegration
• The harmonization of plans, processes, information, resource decisions, actions, results, and analysis to support key organization-wide goals. – Begins with alignment
– Culminates in interconnectivity
• Integration asks:– How well do the individual components of a system operate as a fully
interconnected unit?
– How well is the approach aligned with the applicant’s organizational needs?
– How well is the approach integrated with these needs?
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Indicating A-D-L-I
A-D-L-I
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Identifying ProcessIdentifying ProcessStrengths & OFIsStrengths & OFIs
1. Criteria– Strength?– Gap?
2. Key Factors – Importance & Appropriateness
3. A-D-L-I – Specifics
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Step 5: Write 2 Feedback Ready Step 5: Write 2 Feedback Ready CommentsComments
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Feedback Ready CommentsFeedback Ready Comments
• Turns Strength/OFI & Evidence into feedback the applicant understands– Polite, Professional, Positive– Not: Judgmental or Prescriptive– Concise, one message per comment– Indicates
• Criteria-based strength or potential OFI
• Potential significance of strength/OFI
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Creating a Feedback Ready Comment: StrengthCreating a Feedback Ready Comment: Strength
2,4,5,6 Systematic integrated approach to employee health & safety
- Exec Director of each facility = risk management/safety officer, serve on system wide Safety Committee- Review all facility/system health safety, security policies & procedures- Meet monthly to review key measures; APEX Goals- Integrated with daily rounds with Collaborative Care Teams- Use of Data to drive improvements
b(1)
b(1) A variety of methods and associated goals (Figure 5.1-2) help ensure workplacehealth, safety, and security. These methods include a system-wide Safety Committee thatmeets monthly to review progress toward goals, unexpected events, and best practices.Daily rounding by Collaborative Care Teams helps identify potential safety hazards.
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Creating a Feedback Ready Comment: OFICreating a Feedback Ready Comment: OFI
1,2,3, 4, 6
Approaches to management of workforce capability/capacity & to maintain a safe, secure & supportive work climate do not address all segments of workforce
- Little discussion of physicians, volunteers, students--Unclear if security is an issue at some of the locations (e.g. SLFs)-Approach for capacity planning is somewhat unclear – they just post the positions and move people around?
a,b
a, b It is unclear how the applicant manages volunteers, physicians, and students to fully support its work. For example, it is unclear how volunteers are trained and managed and how approaches are deployed to precepted students and credentialed physicians. Approaches for managing these workforce groups may help the applicant deliver high quality care and services and maintain a safe, secure environment.
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b(1) A variety of methods and associated goals (Figure 5.1-2) help ensure
workplace health, safety, and security. These methods include a system-wide
Safety Committee that meets monthly to review progress toward goals,
unexpected events, and best practices. Daily rounding by Collaborative Care
Teams helps identify potential safety hazards.
Polite?
Professional?
Positive?
Judgmental
Prescriptive
Nugget: Key point based on Criteria
Indicates Relevance to this applicant
Examples for clarity & context
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Polite?
Professional?
Positive?
Judgmental
Prescriptive
a, b It is unclear how the applicant manages volunteers, physicians, and students
to fully support its work. For example, it is unclear how volunteers are trained
and managed and how approaches are deployed to precepted students and
credentialed physicians. Approaches for managing these workforce groups may
help the applicant deliver high quality care and services and maintain a safe,
secure environment.’
Nugget: Key point based on Criteria
Indicates Relevance to this applicant
Examples for clarity & context
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Step 6: ScoringStep 6: Scoring
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Scoring a Process ItemScoring a Process Item
• Two components– A-D-L-I
– Level of Response to Item Requirements
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Baldrige Scoring: Baldrige Scoring: Reflects Organization’s Maturity in the JourneyReflects Organization’s Maturity in the Journey
• Level of Response to Item Requirements
• Two dimensions of scoring
– For Process Items (Categories 1-6)
• Approach
• Deployment
• Learning
• Integration
– For Results Items (Category 7)
• Levels
• Trend
• Comparisons
• Integration
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The Performance Excellence JourneyThe Performance Excellence Journey
Beginning On the Road
Mature
Anecdotal evidence, beginning of systematic approaches
Clear evidence of effective, systematic approaches fully responsive to current and changing business needs
Little or no deployment Approaches consistently deployed to all relevant work units
Reaction to problems; early stages of an improvement system
Fact-based, systematic evaluation and improvement process; strong refinement and innovation
Little or no alignment of key processes and work units
Approaches, processes, and work units fully aligned and integrated with organizational needs
Maturity of Processes
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Basic RequirementsBasic Requirements
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Overall RequirementsOverall Requirements
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Multiple RequirementsMultiple Requirements
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Item FormatItem Format Criteria – Page 29
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UNDERSTANDING SYSTEMATIC APPROACHUNDERSTANDING SYSTEMATIC APPROACH
Page 68 - Criteria
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UNDERSTANDING DEPLOYMENTUNDERSTANDING DEPLOYMENT
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UNDERSTANDING IMPROVEMENT/LEARNING/INNOVATIONUNDERSTANDING IMPROVEMENT/LEARNING/INNOVATION
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UNDERSTANDING INTEGRATIONUNDERSTANDING INTEGRATION
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Scoring BasicsScoring Basics• Scores should align with comments.
• Base the scores on a holistic view of the item and the applicant’s responses
• Avoid requiring more evidence than is reasonable given the applicant’s 50-page limit.
• From low to high, the scoring ranges reflect a growth in organizational maturity.
• Note that the scoring ranges reflect a growth in maturity.
• In the scoring ranges, note how the language for each scoring factor (ADLI) changes to reflect higher levels of organizational maturity
• Tip: Start at the 50 – 65% band
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Holistic Scoring Rubric based on Maturity• ADLI • Basic – Overall - Multiple
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Master Scoring Grid
Criteria Point ValuesPage 3 - Criteria
Determined byExaminers
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Baldrige National Quality Program
Developing Independent Developing Independent
Review ObservationsReview Observations Results Item DemoResults Item Demo
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The Model for The Model for Performance Excellence Performance Excellence
is a is a Results Driven Model!Results Driven Model!
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Definition of Results Definition of Results
“Outputs and outcomes achieved by an organization in addressing the requirements of a Baldrige Criteria Item”
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ResultsResults
Results document how the applicant measures
– its performance over time
– against competitors’ performance
– against relevant comparative data
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Results Measure A-D-L-I…Results Measure A-D-L-I…
• Make note of those things that the applicant says are important and that the criteria calls for in Categories 1-6
• Check to see if they are reported in Category 7
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Not all Results are created equal…Not all Results are created equal…
• Current Performance
• Segmentation
• Trends
• Comparisons
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Results - Current LevelsResults - Current Levels
Employee survey question – I am satisfied with my job.
% S
tron
gly
Agr
eed
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Current Levels and Segments Current Levels and Segments %
Str
ongl
y A
gree
d
Employee survey question – I am satisfied with my job.
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Results - Trends Results - Trends
% S
tron
gly
Agr
eed
Employee survey question – I am satisfied with my job.
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Results - ComparisonsResults - Comparisons %
Str
ongl
y A
gree
d
Employee survey question – I am satisfied with my job.
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Results: Evaluate Each Criteria ItemResults: Evaluate Each Criteria ItemRead Criteria Requirements
Determine4-6 Key Factors
Develop ~6 Strengths and OFI’s and
Supporting Evidence
Read Applicant'sResponse
Write 2 Feedback Ready Comments
Determine Score
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Step 1: Read Criteria RequirementsStep 1: Read Criteria Requirements
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Results Example – Item 7.3Results Example – Item 7.3Page 24 of CriteriaPage 24 of Criteria
Support Info:•Notes•Category & Item Description
• Pages 47 - 48
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Step 2: Key FactorsStep 2: Key Factors
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Item 7.3 Key Factors for Tillingate LivingItem 7.3 Key Factors for Tillingate LivingWhat 4-6 Key Factors do we most expect to be addressed by this Item?(or – which Key Factors do you most wantto keep in mind as you evaluate this Item)
From master Key Factor Worksheet
1. Mission, Vision, Values (Figure P.1‐2) ‐ Mission: Provide ageless care and timeless living in a homelike environment, dignity, and respectVision: Be among the top 10% of Skilled Nursing Facilities (SNFs) and Assisted Living Facilities (ALFs) and be a top choice for careValues: Agility, Patience, Empathy, and excellence (APEX)
2. Employee and Workforce Demographics (Figure P.1‐3) ‐ 3,718 employees;
3. Workforce Groups: Employees, physicians, 700 volunteers; Engagement Factors ‐ Good work environment; Good benefits; Positive relationships with coworkers; Pride in the organization; A voice in resident care
4. Workforce Health and Safety Requirements ‐ Protection for exposure to communicable diseases; Protection form injury; Support in managing residents; Support for a healthy lifestyle;
5. Key Competitors: all other CMS 5‐Star‐rated facilities within 50 miles of each facility;
6. Sources of comparative data: CAHPS questions, CMS Nursing Home Compare, USSN Data Dispatcher, Caring Colleagues, NursQM
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Step 3: Read Application Item ResponseStep 3: Read Application Item Response
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Results Example – Item 7.3a(1)Results Example – Item 7.3a(1)
What Results are provided FOR 7.3a(1)?
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Step 4: Develop Around 6 Strengths and Step 4: Develop Around 6 Strengths and OFI’s and Supporting EvidenceOFI’s and Supporting Evidence
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Defining “Key” Results?Defining “Key” Results?
“Key” refers to• elements or factors most critical to achieving the
intended outcome
In terms of results, look for those• responsive to the Criteria requirements• most important to the organization’s success• results that are essential elements for the
organization to pursue or monitor in order to achieve its desired outcome
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Key ResultsKey Results
Results evaluated by different factors
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Le-T-C-I: Le-T-C-I: Let’s see: Evaluating Let’s see: Evaluating outputsoutputs and and outcomesoutcomes
Levels The current level of performance
Trends• Rate or slope of improvement• Breadth or extent of deployment of results
ComparisonsPerformance relative to • appropriate comparisons (industry, similar organizations)• benchmarks or industry leaders
IntegrationLinkage of results to important requirements or processes• as identified in the Organizational Profile and Process ItemsValid indicators of future performanceHarmonized across processes and work units to support organization
goals
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Tillingate Living Item 7.3a(1) StrengthTillingate Living Item 7.3a(1) Strength
Note that examiners found evidence outside of a(1) related to capability & capacity
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Tillingate Living Item 7.3a(1) OFITillingate Living Item 7.3a(1) OFI
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Step 5: Write 2 Feedback Ready Step 5: Write 2 Feedback Ready CommentsComments
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Creating a Feedback Ready Comment: Results OFICreating a Feedback Ready Comment: Results OFI
a(1) The applicant has limited results for workforce capability and capacity which may challenge its ability to achieve strategic objectives and goals. For example, results on competencies or skill levels are not reported. Also, results for capacity are limited to ratios of nursing care time to health care outcomes. Additional capability and capacity outcomes may support advancing the quality of care and achieving top-decile resident satisfaction while achieving role-model financial stability.
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Polite?
Professional?
Positive?
Judgmental
Prescriptive
Nugget: Key point based on Criteria
Indicates Relevance to this applicant
Examples for clarity & context
a(1) The applicant has limited results for workforce capability and capacity
which may challenge its ability to achieve strategic objectives and goals. For
example, results on competencies or skill levels are not reported. Also, results
for capacity are limited to ratios of nursing care time to health care outcomes.
Additional capability and capacity outcomes may support advancing the
quality of care and achieving top-decile resident satisfaction while achieving
role-model financial stability.
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Creating a Feedback Ready Comment: Results StrengthCreating a Feedback Ready Comment: Results Strength
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Creating a Feedback Ready Comment: Results StrengthCreating a Feedback Ready Comment: Results Strength
a(3) Top-decile performance on employee satisfaction and engagement survey
measures, as well as low vacancy and turnover rates (Figure 7.3-7), help the
organization sustain its strategic advantage of high employee retention. Overall
satisfaction has been at or better than the top-decile level since 2008 (Figure 7.3-
4). Engagement results for "I am proud to work [here]" and "I would recommend
[applicant] to family members“ survey items were at top-decile levels in 2010 and
2011 (Figure 7.3-6).
Polite?
Professional?
Positive?
Judgmental
Prescriptive
Nugget: Key point based on Criteria
Indicates Relevance to this applicant
Examples for clarity & context
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Step 6: ScoringStep 6: Scoring
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Results Scoring Guidelines – Page 69Results Scoring Guidelines – Page 69SCORING DIMENSION
DESCRIPTOR
LEVELS No results; poor results reported
Few results reported for Basic requirements
Good results for Basic requirements
Good results for Overall requirements
Good to excellent results for Multiple requirements
Excellent results fully responsive to Multiple requirements
TRENDS Trend data not reported or show adverse trends
Some trend data, with some adverse trends
Some trend data, with majority presented as beneficial
Beneficial trends in areas of importance
Beneficial trends sustained over time in most areas of importance
Beneficial trends sustained over time in all areas of importance
0-5%
90-100%
0-5%
90-100%
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SCORING DIMENSION
DESCRIPTOR
COMPARISONS Comparative data not reported
Little or no comparative data reported
Early stages of obtaining comparative data
Some current performance levels evaluated against relevant comparisons
Many to most trends evaluated against relevant comparisons or benchmarks;show levels of leadership and very good relative performance
Industry and benchmark leadership in many areas
INTEGRATION Results are not reported for areas of importance
Results are reported for a few areas of importance
Results are reported for many areas of importance
Results reported for most key customer, market, and process requirements
Results reported for most key customer, market, and process requirements and action plans
Results and projections reported for most key customer, market, and process requirements and action plans
0-5%
90-100%
0-5%
90-100%
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Determine an overall scoring range and score
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The Application Evaluation ProcessThe Application Evaluation Process
Check for Conflict
of Interest
Assemble Materials and Read
Application
DraftInitial
Key Factors
Draft InitialKey Themes
(optional)
Finalize Key Themes
Complete Checklist and
Assemble Scorebook
Evaluate Each Criteria Item
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Agenda ReviewAgenda Review
Stages of a Baldrige EvaluationThe Evaluation Process
Before you beginKey FactorsKey ThemesEvaluating each Item
Process Item DemonstrationResults Item Demonstration
Review of the Assignment
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Materials for AssignmentMaterials for Assignment
• Tillingate Living Case Study– GSQC Website
• Criteria for Performance Excellence– http://
www.nist.gov/baldrige/publications/upload/2011_2012_Health_Care_Criteria.pdf
• Worksheet Packet (e-mailed with slides, on websites)• Completed Key Factors• Blank Item 5.2• Partially Completed Item 7.4
• Reference materials– Slides from today’s workshop(s)– Completed Item 5.1
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The Assignment…The Assignment…• Read Tillingate Living Case Study
• Review Key Factors Worksheet (Assignment Worksheets)– Any questions? Any changes?
• Prepare Independent Review Worksheets for
– Item 5.2: 4-6 Key Factors, ~ 6 Strengths/OFIs worksheets, Score. (2 comments are optional)
– Complete Item 7.3: Review/Change Key Factors, ~ 6 Strengths/OFIs worksheets, Score. (2 comments are optional)
• Plan on 5+ hours of work on Worksheets
• Submit your completed Worksheets by October 22nd ([email protected])
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Follow the 6-step process to Follow the 6-step process to complete Worksheetscomplete Worksheets
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Overview of mid-October SessionOverview of mid-October Session
• Review and Refinement of assignment
• Questions and Clarification
• Overview of Scorebook Navigator tool
• Assignment for November 15th
• Establish 2 hour webinar(s) for week of October 22nd…..
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Final Questions Final Questions &&
Feedback?Feedback?