welcome to southwest alliance for excellence 1 "improving results in your organization through...

Welcome toSouthwest Alliance for Excellence

1

"Improving Results in Your Organization through the Performance Excellence

Program"

2015Performance Excellence Program

Panelists

Dennis Stambaugh, Baldrige Consultant

Amanda Freeman, City of Mesa

20152 Performance Excellence Program

The Excellence Model:

Malcolm Baldrige National Quality Award– Enactment of Congress 1987

Setting the new standard of “Excellence” Expansive use for award programs and road-mapping for

improvement http://www.nist.gov/baldrige/

What is it & Where did it come from?


Demonstrated, Sound Management Framework

Baldrige-Based Model – a Systems Perspective

4Measurement, Analysis, and Knowledge Management

5Workforce

Focus

3Customer

Focus

2StrategicPlanning

1Leadership

6Operations

Focus

ORGANIZATIONAL PROFILE: ENVIRONMENT, RELATIONSHIPS, AND

STRATEGIC SITUATION

7Results


36 active state or regional programs based on the Baldrige Criteria

Over 40 Nations Use the Criteria for their Quality Awards

Why?– Gives Organizations a Competitive Advantage

– Proven Results

The Criteria Has SpreadAcross the Nation and the World


Modeled after BaldrigeRecognizes and focuses on organizations and businesses in Arizona, Nevada, and Utah

Administered by the

The SWAE Performance Excellence Program


Org. Profile

Application

Focus

Site Visit

Feedback Focus

Award

Max. Length

Yes

N/A – Replaced with Coaching

Cert. of Participation

5 pages

Level 1

Interest

Level 2

Commitment

Level 3

Achievement

Level 4

Excellence

Seven Categories

Yes

Overall Item

Requirements

2 Days

Overall Requirements

Achievement

Award

5 + 30

Yes

Basic Item

Requirements

1 Day

Basic Requirements

Commitment

Award

5 + 15

Yes

Multiple Item

Requirements

3 or More Days

Multiple Requirements

Pinnacle, Pioneer or Category Award for

Excellence

5 + 50

SWAE Steps to Excellence

Org.

Profile

Organization Level ApplicationAssessed favorably (with supporting evidence) in the

following key areas consistent with award level expectations: Understanding of performance excellence/quality

system Leadership commitment Systematic performance excellence/quality system in

place Evidence of improvement cycles Positive results and trends along with comparative

data or benchmarks

Due consideration must be given for factors such as size of applicant, resources available, and key organizational factors

2015Performance Excellence Program8

Org. Evaluation - Level 1Level 1 – Interest Level with Coaching Participate in a Baldrige 101 Workshop Meet one on one with their coach Discuss the common vocabulary of the Baldrige Criteria Define key business factors Learn how to answer questions of the organizational

profile Write and submit an organizational profile – 5 pages Receive a Feedback Report Meet with the Coach to review the Feedback Report and

next steps


Baldrige 101 Workshops

Reasons to use Criteria

Who uses the Baldrige Criteria?

Seven Criteria – Framework

More detail

Impact of the Criteria

Evaluation & Scoring

Category Linkages


Level 2- Commitment Award Intermediate Level Recognizes organizations

that are beginning to demonstrate serious commitment to, and implementation of performance improvement principles.

Org. Profile plus 15 pages

Level 3- Achievement Award Advanced Level of

participation Recognizes organizations

that have demonstrated, through their commitment to, and practice of performance improvement principles, significant progress and results in building sound processes.

Org. Profile plus 30 pages

Org. Evaluation- Levels 2 & 3


Org. Evaluation– Level 4 Pinnacle Award for Excellence –

Aligned Approaches demonstrated - The organization is characterized by repeatable processes that are regularly evaluated for improvement. They demonstrate learnings being shared, and there is coordination among organizational units. Processes address key strategies and goals.

has mature and fully-deployed quality/performance systems within their operations that:– demonstrate a commitment to continuous improvement, and– have achieved a sustained significant record of performance.


Org. Evaluation– Level 4

Pioneer Award for Excellence – is in the early stages of carrying out operations with repeatable processes, evaluation, and improvement, and there is early coordination among organizational units. Strategy and quantitative goals are being defined. Some results demonstrate good performance levels and use of comparative and trend data is in the early stages.

– does not yet have a level of maturity that can be demonstrated by sustained results.

￭ Category Award for Excellence – recognizes one or more categories from a Level 4 application with it’s associated results, but did not qualify for a Pinnacle or Pioneer Award.


Sonora Quest Laboratories

Arizona Dept. of Transportation

Avnet Electronics Marketing Group

Honeywell Satellite Systems

56th Medical Group, 56th Fighter Wing, USAF

Raytheon Missile Systems (formerly Hughes)

Pinnacle Award Recipients


City of Henderson, NV

Arrowhead Hospital

Scottsdale Healthcare

So AZ VA Health Care System

AZ Game and Fish Department

Rio Salado Community College

Pioneer Award Recipients(Partial Listing)


Category Award Recipients(New in 2012)

Arrowhead Hospital– Category 4 - “Measurement,

Analysis, and Knowledge

Management”


250+ probing questions enabling internal and external review

Feedback Report Non-competitive with other applicants Linkages between categories Non-Prescriptive Confidential Process Org. Profile plus 50 pages

Organization Level Award


2013-2014 Organization LevelCriteria Categories

Leadership (120 pts.) Strategic Planning (85 pts.) Customer Focus (85 pts.) Measurement, Analysis & Knowledge Mgmt. (90pts.) Workforce Focus (85 pts.) Operations Focus (85 pts.) Results (450 pts.)


A single process Significantly stands out

– Among its peers– As a concept/innovative idea

Cutting-edge approach; can be used as role model Showcases excellence in comparison to competitors,

similar processes, or against the performance results of the process prior to the creation or improvement of the process

Exceptional performance of the process- Could be routine - if performed in an extraordinary manner

Process Level Application– Showcase in Excellence Award


Recognition for a single operational processes

Similar to “Best Practices” or Team Awards

Modeled after Organization Level methodology� Approach, Deployment, Learning, Integration & Results

Less resource intensive than Org. Level� Site visit is <4 hours� Application is 10 pages

Great starter for involvement with the Organization Level application

Process Level Application


Maricopa County (multiple divisions) University of Phoenix (multiple departments) Arizona State Retirement System Gilbert Fire Department The Boeing Company Deer Valley Unified School District ON Semiconductor Yuma Regional Medical Center Banner Desert Hospital Laboratory Sciences of Arizona

Showcase in Excellence Recipients(Partial Listing)


But We …

…Don’t need an award

…Aren’t interested in an award

…Don’t have time to apply for an award

…Aren’t anywhere near a role model organization


Not Just Another Award!


Learning is the most important value to most of the firms I have worked with

Improving based on what is learned is the next greatest value

Repeat applicants tend to ‘compete’ against themselves and their first attempt

Recognition for high performance does matter – the inherent pride in being seen as exceptional is definitely a reward in itself

Is the value “winning”?


Applying is a self-assessment tool even before 3rd party SWAE examination begins!

– When an applicant answers the questions, it impacts:

How they think about their organization

How they can improve - as gaps and/or ideas surface automatically

How high a standard the Baldrige criteria really is

Benefits Both Private & Public Sectors


A low cost, value-added assessment (Feedback Report) of your organization’s performance:

Prepared by a team of highly trained examiners

Highlights strengths and opportunities for improvement

Based on independent assessment by recognized experts

Your Organization Receives …


Documented ROI from Applicants


• Baldrige is “A Huge Return on Your Investment”• http://www.nist.gov/baldrige/qe/roi.cfm

• Where Can I Find Examples of Baldrige ROI? • http://

nistbaldrige.blogs.govdelivery.com/2012/12/04/where-can-i-find-examples-of-baldrige-roi/

• The Impact of Baldrige on Organizational Performance• http://rube.asq.org/quality-participation/2012/04/baldrige-nat

ional-quality-program/the-impact-of-baldrige.html

http://www.nist.gov/baldrige/qe/roi.cfm

http://www.nist.gov/baldrige/qe/roi.cfm

http://nistbaldrige.blogs.govdelivery.com/2012/12/04/where-can-i-find-examples-of-baldrige-roi/



http://rube.asq.org/quality-participation/2012/04/baldrige-national-quality-program/the-impact-of-baldrige.html

http://rube.asq.org/quality-participation/2012/04/baldrige-national-quality-program/the-impact-of-baldrige.html

Accelerate improvement efforts

Energize employees

Gain an outside perspective

Learn from the feedback

Align efforts

Focus on results

Enhance certification & accreditation efforts

Benefits of Participation:as an Applicant – Overall


Process—Org. Applicant Feb. & Mar. Workshops to assist you in developing application

Early May Intent to Apply forms due

Mid-July Applications Due

End July – Nov. Applications Reviewed/Evaluated by Trained Examiners & Panel of Judges

Late Sept. – Early Oct.

Site Visits

Late Nov. Applicants notified of selection/non-selection

Mid-Dec. Final Feedback Reports sent


Develop a strong understanding of a global set of guidelines (road map) for running an effective organization

– Receive 32-40 hours of training, training materials and lunch each training day – $200 - $300 fee

View and gain exposure to most/all facets of an organization

Insight to innovative approaches of leading organizations

Work as part of a diverse team with representatives of organizations from all sectors of the economy

Develop assessment, analytical, interviewing & writing skills

Recognition & Complimentary invitation to Awards Banquet

Benefits of Participation: as an Examiner


Process—Examiner Mid May Applications Due

Early June Intro Examiner Training(For those with < 2 years of experience in the last 3 years)

Mid-June Stage 1 Training (all examiners)

Early – Mid-July Stage 2/3 Training (all examiners)

Mid-July Lead Examiner Training

Mid-JulyMid-July – Mid-Aug.

Selected Examiners receive applications–Stage 1 – Independent review and evaluation

Mid-Aug. – Mid-Sept.Late Sept. – Early Oct.

–Stage 2 – Consensus review and evaluation

–Stage 3 – Site visits

Mid-Oct. Feedback Reports due to SWAE


Much better understanding of the criteria as a system

Much better understanding of the importance of:– Measures

– Benchmarks

– Comparisons

– Learning & improvement cycles

Common language/understanding

Benefits to Organizations


Much better understanding of where we are and where we should be

Validated our approaches

Credibility with advocates & critics

Valuable feedback for continuous improvement

Benefits to Organizations


Applications and Criteria– Online – www.swae.org– Via Email – [email protected]– Via phone (480) 874-5815

Interested in receiving SWAE emails about programs and events? Give Karen your business card or email SWAE at [email protected].

Further Education:http://nistbaldrige.blogs.govdelivery.com/2014/12/11/how-the-baldrige-criteria-complements-the-next-iso-9001-revision

/

Get Involved Today


mailto:[email protected]

http://nistbaldrige.blogs.govdelivery.com/2014/12/11/how-the-baldrige-criteria-complements-the-next-iso-9001-revision/



welcome to southwest alliance for excellence 1 "improving results in your organization through...

Documents

results category

business performance

overall performance

leadership category

results triad

performance improvement

effective performance

leadership triad