1. Baldrige Performance Excellence Program | www.nist.gov/baldrige

3. Examiner Preparation Learning Objectives l Gain a deeper understanding of the Criteria l Enhance your evaluation skills: - applying current Criteria requirements to the case study l - applying the six-step evaluation process to the review of a Baldrige Award application

4. Baldrige Performance Excellence Program | www.nist.gov/baldrige Agenda for Day 1—Wednesday  Opening Plenary  Introductions, Course Overview  Practice #1 – Review of Pre Work Assignment Items 2.1, 4.1, 4.2, 6.1, 6.2  Includes Additional Hour Criteria Discussion (new)  Includes Additional Hour Key Factor Discussion (new)  Wrap-Up/Departure

5. Baldrige Performance Excellence Program | www.nist.gov/baldrige Agenda for Day 2—Thursday  Practice #2 — Review of NON Pre Work Assignment Items 1.1, 1.2, 2.2, 3.1, 3.2  Includes Additional Hr. Criteria Discussion (new)  Includes Additional Hr. Key Factor Discussion (new)  Practice #3 — Results Items Pre Work Review and Discussion Item 7.4 (Begin)

6. Baldrige Performance Excellence Program | www.nist.gov/baldrige Agenda for Day 3—Friday  Practice #3 (continued) NON Pre Work Items 7.1, 7.2, 7.3, 7.5  Wrap-Up and Departure  Closing Session

7. Baldrige Performance Excellence Program | www.nist.gov/baldrige Practice #1 Review Pre Work Process Items Assignments: Table 1: 2.1 Table 2: 4.1 Table 3: 4.2 Table 4: 6.1 Table 5: 6.2 Table 6: 2.1 or 6.2 (as needed)

8. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 1: Read the Criteria. Exercise Page 8

9. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 2: Determine Most Relevant Key Factors. Exercise Page 11

10. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 3: Read & Analyze the Application. Exercise Page 19

11. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 4: Identify Strengths / OFIs. Exercise Page 21

12. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 5: Write Feedback Ready Comments Exercise Page 25

13. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Process Strength 2.2a(4) To mitigate the strategic challenge of competitors wishing to hire its engaged workforce, the applicant ensures that workforce plans support any needed changes. For example, through data and budget analysis and surveys, the applicant takes a proactive approach to workforce capacity and allocates instructional staff to areas of greatest need through “vertical teamwork.” RelevanceNugget Examples

14. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Process OFI 4.2a(1) It is not clear how the applicant systematically transfers knowledge specific to the needs of parents and volunteers in support of the PhilP that all are accountable for student performance. For example, parents and volunteers do not appear to be included in teachers’ grade-level discussions, and parents do not appear to have access to teachers’ online forums, blogs, and classroom support server (Figure 4.2-1). RelevanceNugget Examples

15. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 6: Determine the Scoring Range and Score Exercise Page 29

16. Baldrige Performance Excellence Program | www.nist.gov/baldrige Practice #2 Non Pre Work Process Items Apply Learnings - Practice the 6-Step Process Table Assignments: Table 1 – Item 1.1 Table 2 – Item 1.2 Table 3 – Item 2.2 Table 4 – Item 3.1 Table 5 – Item 3.2 Table 6 - Facilitator’s Choice

17. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 1: Read the Criteria. Exercise Page 32

18. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 2: Determine Most Relevant Key Factors. Exercise Page 35

19. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 3: Read & Analyze the Application. Exercise Page 37

20. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 4: Identify Strengths / OFIs. Exercise Page 39

21. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 5: Write Feedback Ready Comments Samples Page 43 Exercise Page 47

22. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Process Strength 2.2a(4) To mitigate the strategic challenge of competitors wishing to hire its engaged workforce, the applicant ensures that workforce plans support any needed changes. For example, through data and budget analysis and surveys, the applicant takes a proactive approach to workforce capacity and allocates instructional staff to areas of greatest need through “vertical teamwork.” RelevanceNugget Examples

23. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Process OFI 4.2a(1) It is not clear how the applicant systematically transfers knowledge specific to the needs of parents and volunteers in support of the PhilP that all are accountable for student performance. For example, parents and volunteers do not appear to be included in teachers’ grade-level discussions, and parents do not appear to have access to teachers’ online forums, blogs, and classroom support server (Figure 4.2-1). RelevanceNugget Examples

24. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 6: Determine the Scoring Range and Score Exercise Page 49

25. Baldrige Performance Excellence Program | www.nist.gov/baldrige Practice #3 Part 1: Review Pre Work Results Item 7.4 (Large Group)

26. Baldrige Performance Excellence Program | www.nist.gov/baldrige Practice #3 Part 2: Apply Learnings - Practice Step 1 Table Assignments: Table 1 – Step 1: Item 7.1a, c Table 2 – Step 1: Item 7.1b Table 3 – Item 7.2 Table 4 – Item 7.3 Table 5 – Item 7.5 Table 6 - Facilitator’s Choice Exercise Page 52

27. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 1: Read the Criteria.

28. Baldrige Performance Excellence Program | www.nist.gov/baldrige Practice #3 Part 2: Apply Learnings - Practice Steps 2, 3, 4, and 6 Table Assignments: Table 1 – 7.1 Table 2 – 7.1 Table 3 – Item 7.2 Table 4 – Item 7.3 Table 5 – Item 7.5 Table 6 - Facilitator’s Choice Exercise Page 52

29. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Results Strength 7.3a(1) Strong results for key measures of workforce capability and capacity may help strengthen the engagement factor of having sufficient resources to get the job done. Rates of certification (Figure 7.3-1) and student-teacher ratio (Figure 7.3-2) have improved over the periods shown, reaching 100% or close to 100% for all segments, and the student-teacher ratio in elementary and middle schools compares favorably to that of a Baldrige Award winner. Relevance Nugget Examples

30. Baldrige Performance Excellence Program | www.nist.gov/baldrige Sample Results OFI 7.2a Results related to key student requirements, such as stimulating creative thought, treating students fairly, and maintaining a safe school, are missing. Tracking such results may give the applicant insights into how to retain families and how to attract families to the district. Relevance Nugget Examples

31. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 2: Select the Key Factors. Exercise Page 55

32. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 3: Read and Analyze the Application. Exercise Page 57

33. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 4: Determine Strengths and OFIs. Exercise Page 59

34. Baldrige Performance Excellence Program | www.nist.gov/baldrige Step 6: Determine Scoring Range and Score. Exercise Page 61