1. Applicant Name RMPEx Site Visit Opening Meeting Team Leader - Team Members –

2. 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.

3. 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.

4. Criteria Question Framework X Results not required at the Foothills Level

5. 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?

6. 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.

7. RMPEx Criteria 1.0 Leadership and Governance How do your Senior Leaders lead? How do you govern and fulfill your societal responsibilities?

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

9. 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?

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

11. RMPEx Criteria 5.0 Workforce Focus How do you build an effective and supportive workforce environment? How do you engage your workforce to achieve organizational and personal success?

12. RMPEx Criteria 6.0 Operations Focus How do you design, manage, and improve your work systems (how your work is accomplished; involves workforce, suppliers/contractors, supply chain)? How do you design, manage, and improve your key work processes (internal value-creation)?

13. 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).

14. 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

15. What’s Next Examiners: 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

16. Rocky Mountain Performance Excellence Thank You for Inviting Us!