SelfAssessment

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Malcolm BaldrigeNational Quality Award
Baldrige National Quality Program

• Self-Assessment

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Is Your Organization Ready?

• It is never too early to begin using the
• Baldrige Criteria for Performance
• Excellence.

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Presentation Overview

• What is a Baldrige self-assessment?
• Why self-assess?
• What are some tools and approaches for
  self-assessment?
• What resources are available?

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Getting Started

• Self-Assessment . . . What is it?
• The first step toward organizational improvement
  and achieving performance excellence
• A results-oriented review
• Adaptable to the needs of each organization

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Why Self-Assess?

• Customers/competitors drive need to change
• Keep pace with changes in industry
• Maintain a leadership position
• Enhance organizational learning
• Align actions with organizations values
• Keep the organization healthy
• Improve performance

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Benefits of Self-Assessment

• Identify successes and opportunities for
  improvement
• Jump-start a change initiative
• Energize improvement initiatives
• Energize employees
• Focus your organization on common goals
• Assess performance against the competition
• Align your resources with your strategic
  objectives

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Four Tools and Approaches

• Are We Making Progress? and Are We Making
  Progress as Leaders?
• e-Baldrige
• Completing the Organizational Profile
• Answering the 19 Criteria Item title questions
• Conducting a Full Self-Assessment

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Are We Making Progress Questionnaires

• Are We Making Progress?
• Are We Making Progress as Leaders?
• One Questionnaire for Employees, one for the
  Leadership Team
• Seven-Category Framework
• 40 Statements, Five-Point Scale

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Benefits of Are We Making Progress?

• Determine effectiveness of your communication of
  strategies, goals, and messages
• Focus improvement and communication
• Measure trust
• Customizable
• Compare results

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e-Baldrige

• Online self-assessment tool
• Based on the Organizational Profile

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What is the Organizational Profile?

• Preface to the Criteria
• A series of questions to help you identify
• The key influences on your organization
• The key challenges your organization faces

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How to Use e-Baldrige

• Examine each question in the Organizational
  Profile and determine if the question is
• Easy to Answer
• Could Answer
• Difficult to Answer
• Compare your answers to others

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Benefits of e-Baldrige

• Determine readiness for a more thorough
  self-assessment
• Reveal gaps and opportunities for improvement
• Compare your organization to others
• Assist with developing an action plan for
  improvement or preparing for a more complete
  self-assessment

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Prepare the Organizational Profile

• Organizational Profile
• Purpose
• Describe what is relevant and important
• Ensure common understanding
• Guide selection of information/data
• Identify gaps/lack of deployment

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Prepare the Organizational Profile

• Organizational Description
• Organizational Environment
• Organizational Relationships
• Organizational Challenges
• Competitive Environment
• Strategic Challenges
• Performance Improvement System

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Conduct a Full Self-Assessment Six Basic Steps

• 1. Identify the boundaries/scope of the
• assessment.
• 2. Select seven champions, one for each
• Criteria Category.
• 3. Select Category teams and collect data and
  information to answer Criteria questions.

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Conduct a Full Self-Assessment Six Basic Steps

• 4. Share answers to Criteria questions among
  Category teams.
• 5. Create and communicate an action plan for
  improvement.
• 6. Evaluate the self-assessment process for
  future improvements.

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Self-Assessment Resources

• 2006 Criteria for Performance Excellence booklet
• State and local Baldrige-based programs
• Baldrige Examiners
• Baldrige Award recipients
• Conferences

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Additional Resources

• Three Criteria booklets
• Are We Making Progress?
• Are We Making Progress as Leaders?
• e-Baldrige
• Getting Started brochure
• Customer Service [phone], nqp_at_nist.gov
• Web site www.baldrige.nist.gov