TNCPE Examiner Orientation 2018 Board of Examiners 1 - PDF document

TNCPE Examiner Orientation 2018 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

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!

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

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

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 Endorsed by Presidents President Ronald Reagan “The Malcolm Baldrige National Quality Award offers companies a standard with which to compare their own progress to that of the country’s very best.” President Bill Clinton “Every year I feel more strongly that this is the way America ought to work. This is the way all of our organizations ought to work.” President George W. Bush “These organizations have been selected as exemplifying the qualities of excellence and ethics. They are being recognized for their continual improvement, their commitment to employees and community, and their enterprising spirit.” President Barack Obama “The road to greatness in American has been, and always will be, traveled by those who embrace change and work hard every day to be the best; the organizations we honor today with the Baldrige National Quality Award exemplify that spirit.” President Donald Trump “This program is about much more than recognizing successful organizations or winning a single award … When companies implement the ground‐tested Baldrige approach, they create organizations that employees and customers love, that continually improve, and that produce innovative and outstanding results.” 10

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

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 in 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. Together…building a state of excellence! Values Customer Focus; Integrity; Respect; Collaboration; Leadership; Excellence; Innovation; Continuous Improvement Building loyal relationships with key Core stakeholders; Competencies Operating an effective Award program 14

TNCPE Board of Directors Dr. Lyle Ailshie, Deputy Commissioner, TN Dept. of Paula Jacobs, VP Process Improvement, Methodist Education Le Bonheur Healthcare Mark Bainbridge, VP, Caterpillar Financial Services Doran Johnson, SVP, NHC South Central Region Chris Beaulieu, Global Operations Leader, David Jones, CEO, EnableComp Cummins Business Services Wes Kelley, President and CEO, Huntsville Utilities Hal Beckham, VP & CFO, Medtronic Inc., Spine Patrick Lawton, City Administrator, City of Division Germantown Tony Benton, CEO, Tennova Healthcare East Stacey Max, Director of Engineering, Marvin Market Windows and Doors Lee Brown, General Manager, Erwin Utilities Paul Saylor, President & COO, Caris Healthcare Janell Cecil, SVP & CNO, University of Tennessee Chuck Shoopman, AVP, UT Institute for Public Medical Center Service Dr. Dennis Depew, Dean, College of Business and Amy Shreve, EVP, First Tennessee Technology, ETSU Jennifer Slayton, Ex Dir, Quality Improvement, Dr. John Dreyzehner, Commissioner, TN Dept. of Vanderbilt University Medical Center Health Van Wardlaw, EVP, TVA Kevin Grayson, Asst. Dir. Technology Management, North Carolina State University Alan Watson, CEO, Maury Regional Medical Center David Hart, CEO, TRICOR Rodney Woods, VP, BlueCross Rebecca Hunter, Commissioner, TN Dept. of BlueShield of Tennessee Human Resources 15 Stair Steps to Excellence Level 4 Level 3 Excellence Level 2 Achievem ent Level 1 Com m itm ent I nterest Org Profile Yes Yes Yes Yes Application Org Basic item Overall item Multiple item Focus Profile requirem ents requirem ents requirem ents Max Length 5 pages 5 + 1 5 pages 5 + 3 5 pages 5 + 5 0 pages Site Visit ½ Day 1 Day+ w kshp 2 Days 3 Days Feedback 7 Categories Overall Multiple Multiple Focus requirem ents requirem ents requirem ents 16

Tennessee Baldrige Winners 17 www.TNCPE.org • 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

TNCPE Results (1993 – 2017) • 1,469 applicants • 642,736 Tennessee employees impacted • 3,840 examiners trained • 340,012 hours of service • $34 million pro‐bono consulting services 19 Why Baldrige/TNCPE? 20

The Baldrige Excellence Framework TM Business/Nonprofit | Health Care | Education 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

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 Responsibilities Areas to Address 1.2a – Organizational Governance 1.2b – Legal and Ethical Behavior 1.2c – Societal Responsibilities 24

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

Examiner Evaluation Cycle Independent Review Complete Consensus Pre‐work & Review Training Finalize Site Visit Feedback Review Report 27 Getting Started on Pre‐work Understand the Assignment Follow Step‐by‐Step Instructions Use Scorebook Navigator 28

Case Study Preparation • Schedule adequate time (20 – 25 hours) • Assemble documents and tools: • Scorebook Navigator (examiner software system) • 2017‐2018 Baldrige Excellence Framework (Business version) • Green Gateway Case Study • Pre‐work Assignment Packet • Links for downloads • Step‐by‐Step Instructions • Examples & Resources • Pens, highlighters, clock, etc. 29 Pre‐Work Assignment  P.2 a  P.1 a Key Factors  P.2 b  P.1 b  P.2 c  Item 7.1  Item 1.1 Item Evaluation  Item 7.2  Item 2.1 + 1 OFI Comment  Item 3.1  Item 6.1 30

Remember… Trust the process! 31 Pre‐work Assignment Log on to Print 2 copies of the system assignment •Criteria •Key Factors 1.1 •Application: PROCESS 2.1 •6‐10 Comments (ADLI) Review the Note # of hours •Score Framework 3.1 •1 Feedback‐Ready OFI 6.1 Read the Complete pre‐ •Criteria Application work evaluation •Key Factors •Application: RESULTS •6‐10 Comments 7.1 (LeTCI) Create Key Attend 3‐day 7.2 •Score Factor List training •1 Feedback‐Ready OFI 32