1. WSQA PEPD Mentor Training Session 1: Mentoring role and responsibilities

2. WSQA PEPD Mentor: Session 1 2 Course overview  PEPD Welcome- role and time commitment  Session 1: Introduction to WSQA Mentoring role and responsibilities  Session 2: Mentoring at site visit

3. WSQA PEPD Mentor: Session 1 3 First things first!  THANK YOU!  WSQA’s mission: Improving the way we live, learn, and work in Washington by helping organizations improve through the use of the Baldrige Criteria for Performance Excellence

4. WSQA PEPD Mentor: Session 1 4 Session 1 Objectives 1. WSQA Overview 2. Ethics Review 3. PEPD Time commitment 4. PEPD Roles and Responsibilities 5. Lite and Full Examination Process Review

5. WSQA PEPD Mentor: Session 1 5 Introductions  Name, organization, what you do  Questions and expectations?  What do you like to do when you’re not working?

6. 1. WSQA organization overview

7. WSQA PEPD Mentor: Session 1 7 What is WSQA?  Created by State law to: Promote excellence Recognize achievement Educate and train  Patterned after the Baldrige National Quality Award  Awards presented annually by the Governor  Awarded to private, public, and not-for- profit organizations in manufacturing, service, education, and healthcare

8. WSQA PEPD Mentor: Session 1 8 What is WSQA? WSQA is a 501(c)(3) nonprofit organization supported by Corporate donations Individual memberships Workshop, collaborative and conference fees Many (many, many!) volunteer hours

9. WSQA PEPD Mentor: Session 1 9 Who is WSQA?  Examiners Lite Assessment Full Assessment Certification follows assessment  Senior Examiners Level 3 Team Leads Scorebook Editors  Panel of Examiner & Process Development (PEPD) Mentors  Panel of Judges  Board of Directors  Advisory Panel  Executive Director and support team

10. WSQA PEPD Mentor: Session 1 WSQA Primary Differences from National  Focus on helping organizations improve  Offer both Lite and Full applications  Provide levels of recognition for Full applications  Offer Executive Briefings Clarify comments Provide insight on methods of improvement if asked  Organizational structure 10

11. WSQA PEPD Mentor: Session 1 Process Primary Differences w/ National  Do not have the administrative staff  Utilize software  All applicants go through consensus. Some full applicants go to site visit. 11

12. WSQA PEPD Mentor: Session 1 2. WSQA Ethics Review  Ethics Statement  Software usage included in ethics  Conflict of Interest form and statement 12

13. WSQA PEPD Mentor: Session 1 13 Conflict of interest issues  WSQA seeks to avoid conflict of interest to protect process integrity  Conflicts are frequent!  First step in assignment process: determine any conflicts

14. WSQA PEPD Mentor: Session 1 3. PEPD Time Commitments  Monthly meeting 1 ½ hour  Lite team mentoring Quarterly E-mails ½ hour Review examiner inputs stage 1- 1.5 hour Follow up with team members-.5-1hour Review consensus comments- 2 hours Consensus meeting 4-6 hours TOTAL 10 hours for lite process  Team involvement 1-2 hours /month (optional) TOTAL TIME COMMITMENT: 4- 6 hours/month 14

15. WSQA PEPD Mentor: Session 1 4. PEPD Roles & Responsibilities  Process Ethics  Process Integrity- Team follows process  Process Completion  Examiner growth- Mentoring  Process Improvement Monthly meetings Examiner training input Process improvement input 15

16. WSQA PEPD Mentor: Session 1 16 Mentor roles and responsibilities: All teams  KEY Responsibilities Ensure assessment process integrity Enhance feedback report value  KEY Roles Information resource Process monitor Coach/mentor to Lead Examiner and team members

17. WSQA PEPD Mentor: Session 1 17 Mentor roles and responsibilities: All teams  Information resource: answer team questions on process, criteria, scoring  Process monitor – work with lead, then observe and coach  Team-building approaches and techniques

18. WSQA PEPD Mentor: Session 1 18 Mentor activities: individual review  (Full) Review category lead/back-up assignments with Team Lead, ensure they’re communicated to the team on time  Team establishes a single Key Factors list  Review & provide early feedback to individual examiners (upon completion of Cat. 1) Worksheets are complete Comments are clear Key Factor selections are appropriate Comments appropriately references the application

19. WSQA PEPD Mentor: Session 1 19 Mentor activities: consensus  Coordinate consensus Full: work with Lead Lite: work with team Ensure teams are prepared  Ensure traceability from Key Factors to feedback comments  Provide answers, guidance

20. WSQA PEPD Mentor: Session 1 20 Mentor activities: consensus  FULL: Monitor consensus process Participate in phone calls/meetings Ensure traceability from Key Factors to feedback comments Provide answers, guidance

21. WSQA PEPD Mentor: Session 1 21 4-stage team-building approach*  Clarify the collective goals  Identify those inhibitors that prevent them from reaching their goals and remove them  Put in place enablers that assist them  Measure and monitor progress, to ensure the goals are achieved * From http://www.teamtechnology.co.uk/tt/t-articl/tb-basic.htmhttp://www.teamtechnology.co.uk/tt/t-articl/tb-basic.htm

22. WSQA PEPD Mentor: Session 1 PEPD Taskforce Groups  Examiner Training  Process Review  Governance  Repeat Applicant Process 22

23. WSQA PEPD Mentor: Session 1 5. WSQA Full and Lite Process Comparison Table- website http://www.wsqa.net/criteria.php Time Table – website 23

24. WSQA PEPD Mentor: Session 1 Lite Differences  Use only first 4 scoring bands  Scoring by category (not item)  Uses a subset of full criteria questions  Do not use key themes  Goes through Consensus, does not go to site visit  2-3 examiners per team (often entry level examiners)  No Team Lead since there are only 3 examiners. 24

25. WSQA PEPD Mentor: Session 1 Stages of the Lite Process

26. WSQA PEPD Mentor: Session 1 26 Preparing for independent review  Read the criteria  Read the application  Familiarize yourself with the online tool Site: http://www.shawresources.com/http://www.shawresources.com/ Login information in email from WSQA Training at https://cc.readytalk.com/play?id=o6d1b4j9 (part 1) and https://cc.readytalk.com/play?id=gc87umbs (part 2) https://cc.readytalk.com/play?id=o6d1b4j9 https://cc.readytalk.com/play?id=gc87umbs  Check in with Team Lead on Key Factors and after entering category 1 and associated results

27. WSQA PEPD Mentor: Session 1 6. Examiner Software Down load manual and webinar from our website: http://www.wsqa.net/Extimetable.ph p Log on to Examiner software at: https://www.shawresources.com/pea 2007 27

28. WSQA PEPD Mentor: Session 1 28 THANK YOU!! Your support and participation as Examiners helps us all by helping WSQA fulfill its mission!