Congratulations! Serving as a TNCPE examiner is the most powerful - PDF document

5/13/2019 TNCPE EXAMINER ORIENTATION 2019 Board of Examiners 1 Congratulations! “Serving as a TNCPE examiner is the most powerful investment of time you will ever make.” – Dr. Lyle Ailshie Deputy Commissioner TN Dept. of Education 2 1

5/13/2019 What Is an Examiner? TNCPE Examiners serve… – The Southeast region – TNCPE – Applicant organizations …through – Reviewing and scoring applicants – Performing site visits – Writing feedback reports – Serving as ambassadors 3 As a member of the BOE… • You will gain valuable skills, knowledge, and experience • Contribute to the economic growth of applicants, the Southeast, and the USA • Meet and work with some of the finest professionals in the state • Enjoy a profound sense of achievement • Have fun! 2

5/13/2019 Introductions • Name • Employer • What do you want to learn today? • Adjective that best describes you 5 Alice: “Which way should I go?” Cat: “That depends on where you are going. Alice: “I don’t know where I’m going!” Cat: “Then it doesn’t matter which way you go!” Through the Looking Glass Lewis Carroll, 1872 6 3

5/13/2019 Agenda/Objectives • Getting Grounded – Baldrige Performance Excellence Program – Tennessee Center for Performance Excellence – Baldrige Excellence Framework™ • Getting Started – Understanding the pre-work assignment – Step-by-Step Instructions – Using Scorebook Navigator™ 7 BALDRIGE AND TNCPE OVERVIEW 8 4

5/13/2019 Baldrige Performance Excellence Program • Established by Congress in 1987 • Purpose: to enhance U.S. competitiveness in a global economy by: – Identifying and recognizing role-model organizations – Establishing criteria for evaluating improvement efforts – Disseminating and sharing best practices • Internationally recognized and emulated • National resource: www.baldrigepe.org Mac Baldrige 9 National Standard – and VERY Big Deal 10 5

5/13/2019 How Organizations Use the Baldrige Excellence Framework • Internal assessment & management framework • State/Regional/Industry Baldrige-based program – Ease of entry into process – 5, 15, 35, or 50-page application • National Baldrige application – 50-page application – Same requirements as Level 4 TNCPE application 11 Benefits of “The Journey” Helps answer 3 questions: 1. Is your organization doing as well as it could? 2. How do you know? 3. What – and how – should your organization change to get better results? 12 6

5/13/2019 Why TNCPE? • “Easy way in” to understanding and applying the Baldrige Framework – 4-tiered application program – All receive site visit & written feedback report – Train internal experts as examiners – Learn & share best practices as a member • Pre-requisite to Baldrige application – Must win your state’s or region’s top award to be eligible to apply to Baldrige 13 TNCPE Culture Mission To drive organizational excellence across Tennessee and the Southeast region Purpose To strengthen the economy of Tennessee and the Southeast region Vision To be the partner of choice in leading organizations to world-class performance excellence. Values Customer Focus; Integrity; Respect; Collaboration; Leadership; Excellence; Innovation; Continuous Improvement Core Building loyal relationships with key stakeholders; Operating an effective Award program Competencies 14 7

5/13/2019 TNCPE Board of Directors Mark Bainbridge, VP, Caterpillar Financial Wes Kelley, President and CEO, Huntsville Services Utilities Hal Beckham, VP & CFO, Medtronic Inc., Spine Patrick Lawton, City Administrator, City of Division Germantown Lee Brown, General Manager, Erwin Utilities Stacey Max, Director of Engineering, Marvin Dr. Herb Byrd, III, VP Public Service, UT Institute Windows and Doors for Public Service Janell Cecil, SVP & CNO, University of Tennessee Tamera Fields Parsons, President & CEO, TNCPE Medical Center Paul Saylor, President & COO, Caris Healthcare Dr. Dennis Depew, Dean, College of Business and Technology, ETSU Danette Scudder, EVP, Tennessee Valley Public Power Association Kevin Grayson, Asst. Dir. Technology Management, North Carolina State University Amy Shreve, EVP, First Tennessee David Hart, CEO, TRICOR Jennifer Slayton, VP Quality, Safety, and Risk Rebecca Hunter, Former Commissioner, TN Dept. Prevention, Vanderbilt University Medical Center of Human Resources Van Wardlaw, EVP, TVA Paula Jacobs, VP Process Improvement, Methodist Le Bonheur Healthcare Alan Watson, CEO, Maury Regional Doran Johnson, SVP, NHC South Central Region Medical Center David Jones, CEO, EnableComp Rodney Woods, VP, BlueCross BlueShield of Tennessee 15 Stair Steps to Excellence Level 4 Level 3 Excellence Level 2 Achievement Level 1 Commitment X Interest Org Profile Yes Yes Yes Yes Application Org Basic item Overall item Multiple item Focus Profile questions questions questions X Max Length 5 pages 5 + 15 pages 5 + 35 pages 5 + 50 pages On Site 2 wkshp 1 Day+wkshp 2 Days 3 Days Feedback Focus 7 Categories Overall Multiple Multiple questions questions questions 16 8

5/13/2019 Tennessee Baldrige Winners 17 The TNCPE Program • Founded in 1993 • Based on a national standard – Baldrige Excellence Framework – with a focus on continuous improvement • 501c(3) corporation • Powered by a volunteer workforce • Funded through corporate and individual dues and award participant fees • National and international benchmark • Partnership with NCAfE • Recognize – Train – Share 18 9

5/13/2019 TNCPE Results (1993 – 2018) • 1,492 applicants • 652,264 Tennessee employees impacted • 4,015 examiners trained • 348,692 hours of service • $34.9 million pro-bono consulting services 19 Why Baldrige/TNCPE? 20 10

5/13/2019 Business/Nonprofit | Health Care | Education THE BALDRIGE EXCELLENCE FRAMEWORK TM 21 Baldrige Excellence Framework • Used to view organizations from a systems-perspective • “Management by asking really good questions” • Includes the Criteria, Core Values, and Scoring Guidelines • Offered in 3 versions – Business/Nonprofit, Health Care, and Education • Updated every two years • “Leading edge of validated management practice” 22 11

5/13/2019 23 Category Structure Category 1 – Leadership Item 1.1 – Senior Leadership Areas to Address 1.1a – Vision and Values 1.1b – Communication 1.1c – Mission and Organizational Performance Item 1.2 – Governance and Societal Contributions Areas to Address 1.2a – Organizational Governance 1.2b – Legal and Ethical Behavior 1.2c – Societal Contributions 24 12

5/13/2019 Item format (page 2) 25 Applicant Assessment Process Self a ssess Address Apply OFIs Receive Examiner 2 Feedback review & Report site visit 1 3 Award 5 4 26 13

5/13/2019 Examiner Evaluation Cycle Independent Review Complete Consensus Pre-work & Review Training Finalize Site Visit Feedback Review Report 27 Understand the Assignment Follow Step-by-Step Instructions Use Scorebook Navigator GETTING STARTED ON PRE-WORK 28 14

5/13/2019 Case Study Preparation • Schedule adequate time (20 – 25 hours) • Assemble documents and tools: – Scorebook Navigator (examiner software system) – 2019-2020 Baldrige Excellence Framework (Business version) – LifeBridge Case Study – Pre-work Assignment Packet • Links for downloads • Step-by-Step Instructions • Examples & Resources 29 Pre-Work Assignment  P.1 a  P.2 a Key Factors  P.2 b  P.1 b  P.2 c  Item 7.1  Item 1.1 Item Evaluation  Item 7.2  Item 2.2 + 1 OFI Comment  Item 3.1  Item 6.1 30 15

5/13/2019 Remember… Trust the process! 31 Pre-work Assignment Log on to Print 2 • Criteria the system copies of • Key Factors assignment • Analyze: PROCESS 1.1 (ADLI) 2.2 Review the • 6-10 Comments 3.1 • Score Framework • 1 Feedback-Ready OFI 6.1 Note # of hours Read the • Criteria Application • Key Factors • Analyze: RESULTS (LeTCI) 7.1 • 6-10 Comments Attend 3- Create Key 7.2 • Score day training Factor List • 1 Feedback-Ready OFI 32 16

5/13/2019 Log on to Scorebook Navigator • Go to https://scorebooknav.org • Enter your username and password firstnamelastname ( all lower case; no special characters) • Accept license agreement • Upon initial login, you will be prompted to update your password • Use “Forgot password?” button to email password to address on file after first login 33 17

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5/13/2019 Scan the Framework • The Criteria (p. 4-28) • Category and Item Commentary (online) • Scoring System and Scoring Guidelines (p. 29-34) • Criteria Response Guidelines (p. 35-37) • Core Values and Concepts (p. 38-43) • Changes from 2017-2018 (p. 44-45) • Glossary (p. 46-53) • Index (p. 54-56) 38 19

5/13/2019 Read the Application Case Study • Read the application all the way through, from beginning to end • Yes – really! • Get a broad overview of LifeBridge • Highlight and take notes on key processes • Note results that you expect to see 39 40 20

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