Raising the Bar Taking Your Application and Site Visit to the Next Level November 17, 2011 Jim Swofford Quality Systems Manager MidwayUSA Deanna Herwald VP-Quality Management Systems MidwayUSA

The Application Deanna Herwald VP-Quality Management Systems MidwayUSA November 17, 2011

Two Objectives One – How to approach writing an application Two – Best practice elements to consider

How to Approach Writing an Application Getting started Read the WHOLE book Review applications Select an author Treat as a project

Start writing Start with the organizational profile Baby steps Answer EVERY question Don’t leave results to the end Ask for input How to Approach Writing an Application

Results – nearly ½ the points Best Practice Elements to Consider

Results Easy to understand

Best Practice Elements to Consider

Results Easy to understand Poor performing results

Results – nearly ½ the points Highlight important measures Best Practice Elements to Consider

Figure P.2-2 Company Key Measures RankCompany Key Measure* #1Customer Satisfaction – Overall (Figure 7.2-1) CG: Customer Satisfaction #2Company Goals Performance (Figure 7.5-1) CG: Customer, Employee, Vendor and Shareholder Satisfaction #3Gross Sales – Overall (Figure 7.3-1) CG: Shareholder Satisfaction #4Net Income % of Net Sales (Figure 7.3-2) CG: Shareholder Satisfaction #5Earnings Distribution (Figure 7.3-3) CG: Shareholder Satisfaction #6Inventory Turns (Figure 7.3-4) CG: Shareholder Satisfaction #7Employee Satisfaction and Engagement (Figure 7.4-1) CG: Employee Satisfaction #8Vendor Satisfaction (Figure 7.5-2) CG: Vendor Satisfaction #9Baldrige Self Score (Figure 7.5-4) CG: Modern Management Practices #10Strategic Plan Execution (Figure 7.6-1) CG: Customer, Employee, Vendor and Shareholder Satisfaction #11Donations by Key Community (Figure 7.6-8) CG: Shareholder Satisfaction #12% of Customer Orders with NRA Round-Up (Figure ) CG: Shareholder Satisfaction

Results – nearly ½ the points Highlight important measures Keep answers concise Speak Baldrigese Use symbols Best Practice Elements to Consider

Results – nearly ½ the points Highlight important measures Keep answers concise Speak Baldrigese Use symbols Best Practice Elements to Consider

Keep the questions in Examples, examples, examples Best Practice Elements to Consider

Performance Excellence

November 17, 2011 Questions?

The Site Visit Jim Swofford Quality Systems Manager MidwayUSA November 17, 2011

September 2009 SUNDAYMONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAY Sighting in on Strategic Planning Process Kick Off – SLT, Team Members 22 MF, DH, HK develop strategy for category meetings 23 Meet with Esprit de corps - $5k budget - $2.50 or less per employee Cat 5 prep meeting 26 Facility Cleanup Week Sighting in on Policies and Employee Training and Development 27 Linda out Burke and Jake on SV Aaron out 10/2 – 10/6 Larry & Brenda bear hunt 9/28 – 10/11 28 Facilities walk through 29 30October 1 October 2 Facilities Judging October 3 October 2009 SUNDAYMONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAY Sighting in on Voice of the Customer, Customer Complaint Management and Vendor Resource Center 4 Larry, Sara, Adam out on hunt 5 67 Celebration T-Shirt Distribution 89 Physical Inventory 10 Physical Inventory CC Move Sighting in on Walk-Around Questions Final Inspection Week 11 Physical Inventory CC Move SOTB Celebration 15 DKS Celebration 16 DKS Celebration 17 Site Visit Week!

Site Visit Coordination Team Best if this is the same team that wrote the application Site visit manual

Esprit de Corps Team Get and keep people excited about site visit

Displays Team Ensure consistency and accuracy of all building displays

Facilities Team Make sure things are “company ready”

Workforce Preparation Team Most important job: increase comfort level of workforce – Deploy topics – Provide guidance

Documentation Team Compile required documentation for examiners – Before site visit – During site visit

Gap Analysis Team Identify and oversee resolution of gaps from the application – Trained examiners work well for this role

Site Visit Category Teams Meet with site visit examiners during category meetings Prepare for category meetings

War Room Team Field questions and concerns from the workforce during the site visit

Site Visit Best Practices Opening comments Prepare the examiner team’s work room Provide on-site lunch for examiners and workforce War room Facility guides Name badges Folder for examiners

Questions?