Applicant NameRMPEx 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

XResults not required for a Timberline application.

RMPEx Site Visit Purpose• You developed a detailed application, using RMPEx Baldrige-

Based 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 evaluationbased 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 NextExaminers:• 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!