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Baldrige National Quality Program 2003Baldrige National Quality Program
The Site Visit Process and Evaluating Site Visit Issue Worksheets
Baldrige National Quality Program 2003Baldrige National Quality Program
Baldrige National Quality Program 2003Baldrige National Quality Program
Site Visit Learning Objectives
At the end of this unit, you will be able to Describe your role in the three phases of the
site visit process Evaluate a site visit issue (SVI) for an Item Evaluate an SVI strategy for an Item Evaluate SVI findings and conclusions for an
Item and track the audit trail
Baldrige National Quality Program 2003Baldrige National Quality Program
Your Role in the Site Visit Process
Planning Phase (Notification to Opening Meeting)
Participate in call with the Chair of the Panel of Judges (team leader)
Assist team members in reviewing and prioritizing SVIs Assist team members in developing strategies for closing
out SVIs Make team assignments (team leader and backup team
leader) Develop plan and schedule for site visit (team leader and
backup team leader)
Baldrige National Quality Program 2003Baldrige National Quality Program
Your Role in the Site Visit Process
On-Site Phase (Opening Meeting to Closing Meeting)
Assist team members with interviews/document review Assist team members in documenting findings Serve as official liaison with applicant (team leader) Coordinate team communication and information sharing
(team leader) Ensure team follows site visit schedule (team leader) Ensure team follows the Examiner Code of Conduct (team
leader)
Baldrige National Quality Program 2003Baldrige National Quality Program
Your Role in the Site Visit Process
Post-Site Phase (Closing Meeting to Leaving the Hotel)
Establish and manage schedule with deadlines for deliverables (team leader)
Assist team members in finalizing their SVI Worksheets Assist team members in revising their Item Worksheets Facilitate team discussions (team leader) Ensure that all Examiners have signed the site visit
scorebook (team leader)
Baldrige National Quality Program 2003Baldrige National Quality Program
Your Role in the Site Visit Process
Post-Site Phase (Leaving the Hotel to the Post Judges’ Meeting Call)
Review edited version of the site visit scorebook (team leader)
Prepare for Judges’ meeting (team leader) Participate in Judges’ meeting (team leader) Participate in post Judges’ meeting call with lead Judge
and NIST monitor (team leader)
Baldrige National Quality Program 2003Baldrige National Quality Program
Site Visit Issues
Tied to Criteria Critical to scoring decision Clear, concise, and actionable May cut across more than one Item or
Category
Baldrige National Quality Program 2003Baldrige National Quality Program
Site Visit Issue Strategies
Focus on “need to know” not “nice to know” Identify who will be interviewed and the
purpose of the interviews Identify what documents will be reviewed
and the purpose of the reviews Provide enough detail for anyone on the
team to deploy the strategy
Baldrige National Quality Program 2003Baldrige National Quality Program
Site Visit Findings and Conclusions
Findings flow logically from SVI strategies Findings detail the key information learned
about the SVI Conclusions are based solely on findings Conclusions make final determination on the
SVI Conclusions indicate any change to the
affected Item comments
Baldrige National Quality Program 2003Baldrige National Quality Program
Exercise: Site Visit Issues and Strategies
Baldrige National Quality Program 2003Baldrige National Quality Program
Site Visit Learning Objectives
At the end of this unit, you will be able to Describe your role in the three phases of the
site visit process Evaluate a site visit issue (SVI) for an Item Evaluate an SVI strategy for an Item Evaluate SVI findings and conclusions for an
Item and track the audit trail