WSQA PEPD Mentor Training

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WSQA PEPD Mentor Training

• Session 1
• Mentoring role and responsibilities

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Course overview

• PEPD Welcome- role and time commitment
• Session 1 Introduction to WSQA Mentoring role
  and responsibilities
• Session 2 Mentoring at site visit

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First things first!

• THANK YOU!
• WSQAs 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

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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

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Introductions

• Name, organization, what you do
• Questions and expectations?
• What do you like to do when youre not working?

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1. WSQA organization overview
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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

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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

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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

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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

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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.

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2. WSQA Ethics Review

• Ethics Statement
• Software usage included in ethics
• Conflict of Interest form and statement

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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

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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

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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

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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

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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

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Mentor activities individual review

• (Full) Review category lead/back-up assignments
  with Team Lead, ensure theyre 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

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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

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Mentor activities consensus

• FULL Monitor consensus process
• Participate in phone calls/meetings
• Ensure traceability from Key Factors to feedback
  comments
• Provide answers, guidance

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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.htm
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PEPD Taskforce Groups

• Examiner Training
• Process Review
• Governance
• Repeat Applicant Process

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5. WSQA Full and Lite Process

• Comparison Table- website
• http//www.wsqa.net/criteria.php
• Time Table website

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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.

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Stages of the Lite Process
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Preparing for independent review

• Read the criteria
• Read the application
• Familiarize yourself with the online tool
• Site http//www.shawresources.com/
• Login information in email from WSQA
• Training at https//cc.readytalk.com/play?ido6d1b
  4j9 (part 1) and https//cc.readytalk.com/play?id
  gc87umbs (part 2)
• Check in with Team Lead on Key Factors and after
  entering category 1 and associated results

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6. Examiner Software

• Down load manual and webinar from our website
• http//www.wsqa.net/Extimetable.php
• Log on to Examiner software at
• https//www.shawresources.com/pea2007

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• THANK YOU!!
• Your support and participation as Examiners helps
  us all by helping WSQA fulfill its mission!