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2012 Review & Recognition Cycle
Summer Cycle Intent-to-Apply forms are due April 30th. Full applications must be postmarked by July 15th.

Call For Examiners {Summer Cycle}
Applications are currently being accepted for the Wisconsin Forward Award Board of Examiners through May 7th. Application materials are available for download under The Forward Award tab. WCPE seeks candidates from all sectors of Wisconsin’s economy, including business, health care, education, manufacturing, not-for-profit, service, and government. Examiners review applications and provide feedback to Wisconsin organizations based on the Baldrige Criteria for Performance Excellence. The Wisconsin Forward Award program provides training and mentoring opportunities. Examiner trainings are held in late January (winter cycle) and June (summer cycle)

Resources for Examiners

EXAMINER TOOLBOX

Quick Guide of Materials Currently Available

If you need material or tools that you don’t find on this list, contact us at (608) 663-5300 or email menzer{at} wisquality{DOT}org, and we will make it available to you or let you know when it will be posted here. Additional documents and resources will be added to this list as they become available, as well as periodic updates.

• Baldrige Criteria for Performance Excellence (2011-2012)Baldrige Criteria for Peformance Excellence – Healthcare (2011-2012)Baldrige Criteria for Performance Excellence – Education (2011-2012)
• Case Studiesfrom past Baldrige/WFA trainingTriView Bank Case Study used in 2011 Examiner training
• Consensus Review Flowchart
Independent Review Workbook
• Examiner Biography Form
• Expected Results Matrix
• Expense Guidelines and Volunteer Reimbursement Form
• Linkages
• Guidance for Effective Comment Writingand comment samples
• How to Use the WFA Depot
• Independent review workbook
• Key Themes Information and worksheet
• The Poindexter-Burns Inventory
• Red/Yellow/Green Consensus Tool
• Results Terminology Calibration (Few-Some-Many-Most)
• Scoring Bands and Recognition Levels
• Scoring Matrix, a.k.a. the Bessemer Matrix
• Step-by-Step Instructions for Independent ReviewStep-by-Step for Consensus Review2011 Consensus Worksheets {includes key themes, key factors and item worksheets}

Tools for Independent Evaluations

Independent Review Workbook (sample)

This document is the template for your independent review observations.

Expected Results Matrix

Examiners can use this document to track significant results to look for in Category 7 and elsewhere. The expected results matrix is not a WFA deliverable, but your Team Leader may require you to use it.

Step-by-Step Instructions for Independent Review

This guide includes an overview and detailed instructions for completing the first stage of your application review.

The Poindexter-Burns Inventory

An optional tool to help track the correspondence between Criteria Items and core values, key factors, key themes, and expected results.

Consensus Related Documents

Key Themes Worksheet

This worksheet captures broader feedback from the Examiner team which becomes the Executive Summary in the final feedback report. Key themes address a central requirement of the Criteria, are common to more than one Category (cross-cutting), are especially significant in light of the applicant organization’s key factors, and/or address a Core Value of the Criteria.

Guidance for Effective Comment Writing

This documentincludes comment guidelines, descriptions of A/D/L/I and Le/T/C/Li, and examples of improving written comments for process and results Items.

Consensus Process Flowchart

A flowchart showing all the steps Examiners will take between the end of independent review and the end of the consensus process.

The Bessemer Matrix

A spreadsheet that tracks an Examiner team’s score from independent evaluation to final review by the Panel of Judges. Each Team Leader should complete upload this spreadsheet to the WFA Depot after consensus review and site visit review.

Red/Yellow/Green Consensus System

This handout is designed to be folded and secured as a three-sided sign. During discussion on above-the-line/below-the-line comments or scoring, each Examiner displays the side representing his or her level of agreement with the Category Leader’s current proposed comments or score. Team members who disagree with the current team consensus have specific responsibilities to suggest alternative solutions.

Miscellaneous Documents and Tools

Baldrige Criteria for Performance Excellence

The 2009-2010 Criteria can be downloaded for Business/Nonprofit, Education, or Health Care.  See above for 2011-2012 versions.

Results Terminology Calibration

(Few-Some-Many-Most)

You can download visual references to the standard definitions of few (5% to 15%), some (16% to 30%), many (31% to 50%), most (51% to 80%), and nearly all (80% to less than 100%) for purposes of results Item scoring in PowerPoint (.ppt) or Word (.doc) format.

How to Use the WFA Depot

Documentation (written on January 24, 2008) detailing how you can use the WFA Depot to share and provide feedback on documents related to your team’s feedback. This document is being continuously improved based on your feedback and questions, so please let us know if you don’t find what you need.

Examiner Biography Form

This form tells your Team Leader about your experience related to the skills you’ll be employing as a WFA Examiner, and it will be shared with your other team members during the comment development and virtual consensus phase of review. A sample biography is also provided.


WFA Scoring Bands and Relationship to Recognition Levels

An overall description of each scoring band, the corresponding point ranges, and
the correspondence to the WFA recognition levels of Commitment (band 1), Proficiency (bands 2 and 3), Mastery (bands 4 and 5), and Excellence (bands 6, 7, and 8). Beginning in 2009, there are disaggregated scoring band ranges for both process and results Items as well as overall scoring ranges.

 

Site Visit Expense Reimbursement Form

Download the form here then return it to us after your site visit so we can reimburse your expenses. The current mileage reimbursement rate is 55.5 cents per mile as established by the IRS in July 2011.