Baldrige National Quality Program 2003Baldrige National Quality Program

The Site Visit Process and Evaluating Site Visit Issue Worksheets

Baldrige National Quality Program 2003Baldrige National Quality Program

Baldrige National Quality Program 2003Baldrige National Quality Program

Site Visit Learning Objectives

At the end of this unit, you will be able to Describe your role in the three phases of the

site visit process Evaluate a site visit issue (SVI) for an Item Evaluate an SVI strategy for an Item Evaluate SVI findings and conclusions for an

Item and track the audit trail

Baldrige National Quality Program 2003Baldrige National Quality Program

Your Role in the Site Visit Process

Planning Phase (Notification to Opening Meeting)

Participate in call with the Chair of the Panel of Judges (team leader)

Assist team members in reviewing and prioritizing SVIs Assist team members in developing strategies for closing

out SVIs Make team assignments (team leader and backup team

leader) Develop plan and schedule for site visit (team leader and

backup team leader)

Baldrige National Quality Program 2003Baldrige National Quality Program

Your Role in the Site Visit Process

On-Site Phase (Opening Meeting to Closing Meeting)

Assist team members with interviews/document review Assist team members in documenting findings Serve as official liaison with applicant (team leader) Coordinate team communication and information sharing

(team leader) Ensure team follows site visit schedule (team leader) Ensure team follows the Examiner Code of Conduct (team

leader)

Baldrige National Quality Program 2003Baldrige National Quality Program

Your Role in the Site Visit Process

Post-Site Phase (Closing Meeting to Leaving the Hotel)

Establish and manage schedule with deadlines for deliverables (team leader)

Assist team members in finalizing their SVI Worksheets Assist team members in revising their Item Worksheets Facilitate team discussions (team leader) Ensure that all Examiners have signed the site visit

scorebook (team leader)

Baldrige National Quality Program 2003Baldrige National Quality Program

Your Role in the Site Visit Process

Post-Site Phase (Leaving the Hotel to the Post Judges’ Meeting Call)

Review edited version of the site visit scorebook (team leader)

Prepare for Judges’ meeting (team leader) Participate in Judges’ meeting (team leader) Participate in post Judges’ meeting call with lead Judge

and NIST monitor (team leader)

Baldrige National Quality Program 2003Baldrige National Quality Program

Site Visit Issues

Tied to Criteria Critical to scoring decision Clear, concise, and actionable May cut across more than one Item or

Category

Baldrige National Quality Program 2003Baldrige National Quality Program

Site Visit Issue Strategies

Focus on “need to know” not “nice to know” Identify who will be interviewed and the

purpose of the interviews Identify what documents will be reviewed

and the purpose of the reviews Provide enough detail for anyone on the

team to deploy the strategy

Baldrige National Quality Program 2003Baldrige National Quality Program

Site Visit Findings and Conclusions

Findings flow logically from SVI strategies Findings detail the key information learned

about the SVI Conclusions are based solely on findings Conclusions make final determination on the

SVI Conclusions indicate any change to the

affected Item comments

Baldrige National Quality Program 2003Baldrige National Quality Program

Exercise: Site Visit Issues and Strategies

Baldrige National Quality Program 2003Baldrige National Quality Program

Site Visit Learning Objectives

At the end of this unit, you will be able to Describe your role in the three phases of the

site visit process Evaluate a site visit issue (SVI) for an Item Evaluate an SVI strategy for an Item Evaluate SVI findings and conclusions for an

Item and track the audit trail