Applicant Name RMPEx Site Visit Opening Meeting Team Leader - Team Members – Insert names for applicant and examiners

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. Describe RMPEx using the information on this slide. For Baldrige, explain that the criteria is based on what role model organizations do and consists of a set of questions about how the applicant organization does similar things.

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. Review the application process as described on this slide.

Criteria Question Framework X Results not required at the Foothills Level Use this slide to identify the types of questions in the criteria, reviewing the six process categories (Results not required for Foothills) and the profile that explains who the applicant is to the examiners

Activity Maturity Evaluation Examiners review the organization’s answers to the criteria questions and evaluate the maturity of the response. At the Foothills level, the examiners review the organization’s approaches Well-ordered, repeatable, uses data/information to promote improvement (systematic)? Appropriate to the criteria question and the organization’s needs? Effective in producing the criteria requirement? Use this slide to describe the various factors that examiners use in their evalution

Evaluation Factors at higher levels (Timberline and Peak) Deployment: extent to which the approach is applied Learning: the evaluation and improvement of the approach Integration: the consistency of approach to organization needs The examination team will not explore these factors during this site visit. Use this slide to explain the questions that the examiners ask for Approach and Deployment; the questions for Learning and Integration follow on the next slide. The intent of these slides is to allow the applicant to anticipate the process questions the examiners might ask.

RMPEx Criteria 1.0 Leadership and Governance How do your Senior Leaders lead? How do you govern and fulfill your societal responsibilities? Use the following set of slides to briefly describe what each Item addresses as described by the basic requirements.

RMPEx Criteria 2.0 Strategic Planning How do you develop your strategy? How do you implement your strategy?

RMPEx Criteria 3.0 Customer Focus How do you obtain information from your customers/patients/students? How do you engage customers/patients/students to serve their needs and build relationships?

RMPEx Criteria 4.0 Measurement, Analysis & Knowledge Management How do you measure, analyze, and then improve organizational performance? How do you manage your information, and your organizational knowledge assets?

RMPEx Criteria 5.0 Workforce Focus How do you build an effective and supportive workforce environment? How do you engage your workforce to achieve a high performance work environment?

RMPEx Criteria 6.0 Operations Focus How do you design, manage, and improve your key products and work systems (how your work is accomplished; involves workforce, suppliers/contractors, supply chain)? How do you ensure effective management of your operations? This slide also includes the definition of work systems and work processes. You may want to speak to these definitions, dependent on the applicants cat 6 responses

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). Use this slide to describe the site visit purpose.

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 Use this slide to set expectations.

What’s Next Examiners: Applicant: Update strengths and OFIs based on site visit findings Report final findings in a Feedback Report, which will be delivered in October. Applicant: Celebrate and leverage strengths Identify and act on high-priority improvement opportunities Continue your journey Use this slide to discuss the remainder of the process.

Rocky Mountain Performance Excellence Thank You for Inviting Us!