Applicant Name RMPEx Site Visit Opening Meeting Team Leader Team Members – What is Rocky Mountain Performance Excellence (RMPEx)? • A self-supporting, 501c3 non-profit volunteer (~100) organization, affiliated with the Malcolm Baldrige Performance Excellence Program; focused on helping organizations improve their performance. • The Malcolm Baldrige Performance Excellence Program was established by Congress in 1988 to – identify/recognize role model organizations – establish criteria for performance excellence, based on role model activities, to promote performance improvement efforts – disseminate/share best practices, as found in role model organizations. The RMPEx/Baldrige Process • The RMPEx/Baldrige Criteria tells organizations (through the criteria questions) how to integrate performance excellence into their activities. • To self-assess, apply for feedback and/or an award, , organizations explain how they perform those activities. • A team of examiners analyze the maturity of those activities. • A feedback report is generated describing organizational strengths and opportunities for improvement (OFIs). • Organizations create plans to sustain the strengths and address the OFIs. Criteria Question Framework X Results not required for a Timberline application. RMPEx Site Visit Purpose • You developed a detailed application, using RMPEx BaldrigeBased Criteria. • Your RMPEx examiners evaluated this application thoroughly, identifying strengths and opportunities for improvement (OFIs) • Your examiners identified Specific Site Visit Issues for review, based on the identified strengths and OFIs. • The site visit purpose is to verify those strengths and clarify the OFIs (ensure they are valid). Your RMPEx Team • RMPEx examiners are all volunteers, each devoting 150-300 hours to the evaluation of your application. • Teams are made up of examiners with a range of examination experience, some with knowledge of your sector, some without. • Examiners attend 3 days of training and compete a practice examination. Training is repeated yearly. • Examiners use the criteria to define what activities they should expect in your organization. • They use a defined process to evaluate the maturity of the activities organization’s acitivities. Maturity evaluation based on four evaluation factors • Approach: the methods used to accomplish the activity • Deployment: the extent to which the activity is applied • Learning: the evaluation and improvement of the approach • Integration: consistency of approaches to support organization needs Approach/Deployment Evaluation • Approach: methods used to accomplish the activity – Well-ordered, repeatable, uses data/information to promote improvement? – Appropriate to the criteria question and the organization’s needs? – Effective? • Deployment: extent to which the approach is applied – Appropriate personnel, functions and groups involved in the approach? – Approach consistently applied? Learning/Integration Evaluation • Learning: the evaluation and improvement of the approach – Approach refined through evaluation and improvement? – Approach innovation is encouraged? – Approach improvements shared with the organization? • Integration: the consistency of approach to organization needs – Approach aligned with mission, vision, values and other approaches? – Measures, information, improvement systems complementary across activities and work units? Roles during the Site Visit • Examiner – Verify strengths and clarify OFIs – Ask questions to understand and to learn – Provide insightful, actionable feedback • Applicant – Answer questions directly; provide examples when possible – Provide evidence as requested – Enjoy the experience What’s Next Examiners: • Update strengths and OFIs based on site visit findings • Report final findings in a Feedback Report, which will be delivered in December Applicant: • • • • Celebrate and leverage strengths Identify and act on high-priority improvement opportunities Continue your journey Attend RMPEx Quest Event on April 24, 2015 Rocky Mountain Performance Excellence Thank You for Inviting Us!