wsqa pepd mentor training session 1: mentoring role and responsibilities

WSQA PEPD Mentor Training

Session 1:Mentoring role and responsibilities

WSQA PEPD Mentor: Session 1 2

Course overview

PEPD Welcome- role and time commitment

Session 1: Introduction to WSQA Mentoring role and responsibilities

Session 2: Mentoring at site visit


First things first!

THANK YOU! WSQA’s mission: Improving the way we

live, learn, and work in Washington by helping organizations improve through the use of the Baldrige Criteria for Performance Excellence


Session 1 Objectives1. WSQA Overview

2. Ethics Review

3. PEPD Time commitment

4. PEPD Roles and Responsibilities

5. Lite and Full Examination Process Review


Introductions

Name, organization, what you do Questions and expectations? What do you like to do when

you’re not working?

1. WSQA organization overview


What is WSQA?

Created by State law to: Promote excellence Recognize achievement Educate and train

Patterned after the Baldrige National Quality Award

Awards presented annually by the Governor Awarded to private, public, and not-for-

profit organizations in manufacturing, service, education, and healthcare


What is WSQA?

WSQA is a 501(c)(3) nonprofit organization supported by Corporate donations Individual memberships Workshop, collaborative and conference fees Many (many, many!) volunteer hours


Who is WSQA?

Examiners Lite Assessment Full Assessment Certification follows assessment

Senior Examiners Level 3 Team Leads Scorebook Editors

Panel of Examiner & Process Development (PEPD) Mentors

Panel of Judges Board of Directors Advisory Panel Executive Director and support team

WSQA PEPD Mentor: Session 1

WSQA Primary Differences from National

Focus on helping organizations improve Offer both Lite and Full applications Provide levels of recognition for Full

applications Offer Executive Briefings

Clarify comments Provide insight on methods of

improvement if asked Organizational structure

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Process Primary Differences w/ National

Do not have the administrative staff

Utilize software All applicants go through

consensus. Some full applicants go to site visit.

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2. WSQA Ethics Review

Ethics Statement Software usage included in ethics Conflict of Interest form and

statement

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Conflict of interest issues

WSQA seeks to avoid conflict of interest to protect process integrity

Conflicts are frequent! First step in assignment process:

determine any conflicts


3. PEPD Time Commitments Monthly meeting 1 ½ hour Lite team mentoring Quarterly

E-mails ½ hour Review examiner inputs stage 1- 1.5 hour Follow up with team members- .5-1hour Review consensus comments- 2 hours Consensus meeting 4-6 hoursTOTAL 10 hours for lite process

Team involvement 1-2 hours /month (optional)TOTAL TIME COMMITMENT: 4- 6 hours/month

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4. PEPD Roles & Responsibilities

Process Ethics Process Integrity- Team follows

process Process Completion Examiner growth- Mentoring Process Improvement

Monthly meetings Examiner training input Process improvement input

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Mentor roles and responsibilities: All teams

KEY Responsibilities Ensure assessment process integrity Enhance feedback report value

KEY Roles Information resource Process monitor Coach/mentor to Lead Examiner and

team members


Mentor roles and responsibilities: All teams

Information resource: answer team questions on process, criteria, scoring

Process monitor – work with lead, then observe and coach

Team-building approaches and techniques


Mentor activities: individual review

(Full) Review category lead/back-up assignments with Team Lead, ensure they’re communicated to the team on time

Team establishes a single Key Factors list Review & provide early feedback to individual

examiners (upon completion of Cat. 1) Worksheets are complete Comments are clear Key Factor selections are appropriate Comments appropriately references the application


Mentor activities: consensus

Coordinate consensus Full: work with Lead Lite: work with team Ensure teams are prepared

Ensure traceability from Key Factors to feedback comments

Provide answers, guidance


Mentor activities: consensus

FULL: Monitor consensus process Participate in phone calls/meetings Ensure traceability from Key Factors to

feedback comments Provide answers, guidance


4-stage team-building approach*

Clarify the collective goals Identify those inhibitors that prevent them

from reaching their goals and remove them

Put in place enablers that assist them Measure and monitor progress, to ensure

the goals are achieved

* From http://www.teamtechnology.co.uk/tt/t-articl/tb-basic.htm


PEPD Taskforce Groups

Examiner Training Process Review Governance Repeat Applicant Process

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5. WSQA Full and Lite Process

Comparison Table- website

http://www.wsqa.net/criteria.php

Time Table – website

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Lite Differences Use only first 4 scoring bands Scoring by category (not item) Uses a subset of full criteria questions Do not use key themes Goes through Consensus, does not go to

site visit 2-3 examiners per team (often entry level

examiners) No Team Lead since there are only 3

examiners.

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Stages of the Lite Process

No

Receive applications

Stage 1:Independent Review

Individual Scorebooks

Stage 2:Consensus Review

Consensus Scorebook

Lite or Fullapplication?

Selected forsite visit?

Full

Judges recommend award level to WSQA Board

Lite

Stage 3:Site Visit

Yes

Feedback report

Executive Briefing

WSQA Symposium & Awards Ceremony

Final product

Editor updates

scorebook

Lead & Mentor meet with Judges Panel

WSQA updates

scorebook

Lead & Mentor meet with

Judges Panel

Consensus Scorebook

Site visit scorebook


Preparing for independent review

Read the criteria Read the application Familiarize yourself with the online tool

Site: http://www.shawresources.com/ Login information in email from WSQA Training at

https://cc.readytalk.com/play?id=o6d1b4j9 (part 1) and https://cc.readytalk.com/play?id=gc87umbs (part 2)

Check in with Team Lead on Key Factors and after entering category 1 and associated results


6. Examiner Software

Down load manual and webinar from our website:

http://www.wsqa.net/Extimetable.php

Log on to Examiner software at:https://www.shawresources.com/

pea2007

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THANK YOU!!

Your support and participation as Examiners helps us all by

helping WSQA fulfill its mission!

wsqa pepd mentor training session 1: mentoring role and responsibilities

Documents

wsqa overview

issues wsqa

responsibilities session

wsqa mentoring role

wsqa primary differences

time commitment session

healthcare slide

support team slide