TimberlineSiteVisitInbrief - Rocky Mountain Performance Excellence

Applicant Name
RMPEx Site Visit
Opening Meeting
Team Leader Team Members –
What is Rocky Mountain Performance Excellence
• 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
– disseminate/share best practices, as found in role model
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
• A team of examiners analyze the maturity of those
• 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
Results not
required for a
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
• 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
– 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 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
– 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
– Provide evidence as requested
– Enjoy the experience
What’s Next
• Update strengths and OFIs based on site visit findings
• Report final findings in a Feedback Report, which will be
delivered in December
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
Thank You for Inviting Us!
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