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ORIENTATIONTO

PERFORMANCEEXCELLENCE

Baldrige Guided Continuous

Improvement Process

Wisconsin Center for Performance Excellence

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Quality Tools

• Why did we engage all of you early in the process?

• How did it make you feel?• How did it add value?• Any lessons learned?

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Baldrige is a Systematic Process

for Making Systemic Change

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Systematic and Systemic

Why are these two concepts soimportant in developing highperforming organizations?

Are these concepts alive and well in your organization?

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Definitions

Systematic refers to processes that are repeatable and predictable.

Systemic refers to the inter-relatedness and interdependency of processes and people within a system. Continuous improvement requires a balance of both systematic actions and systemic thinking.

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Force Field Analysis

Driving Forces Restraining Forces

Strengthen Reduce

What is driving us to be more systematic and systemic and what is holding us back

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Building Organizational Learning Systems

● What is a System?

System refers to the interdependency and interrelationship of people with a set of well-defined, well-designed and well-deployed processes that work together for meeting the office’s performance requirements

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Developing A System

TASK

ACTIVITY

PROCESS

SYSTEM

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Process Mapping

Identify a key process in your office

Construct a flow chart showing how the process is currently being deployed

How well is it working?No Clue

Stop or Continue?

StopRedefine, Redesign, or Start Over

Flow chart the ideal process and

deployment

We Have Data

Continue

WHY??

Deploy, Monitor, and Evaluate - PDSA

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Flowchart For Problem Resolution

Don’t Mess With It!

YES NO

YES

YOU IDIOT!NO

Will it Blow UpIn Your Hands?

NO

Look The Other Way

Anyone ElseKnow? You’re SCREWED!

YESYES

NO

Hide ItCan You Blame Someone Else?

NO

NO PROBLEM!Yes

Is It Working?

Did You Mess With It?

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ESSENTIAL QUESTIONS

► Do you have systems in place?

► How do you know what is working and WHY and what is not working and WHY?

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Continuous Improvement• Validate the need for improvement• Clarify organizational purpose, goals, and measures

• Adopt and deploy an organization-wide approach to improvement. In MCPS that approach is Baldrige

• Translate the approach to ‘aligned action’ at every level of the organization

• Analyze results• Make improvements

PLAN

DO

STUDY

ACT

Repeat the cycle

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With your team, discuss one of your key processes and how you would apply the Plan, Do, Study, Act cycle of process improvement

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The Horse Story

Common advice from knowledgeable horse trainers includes the adage, “When the horse dies, dismount.”

Seems simple enough. Yet in our business we don’t always follow that advice. Instead we often choose from an array of other alternatives which include:

Baldrige Basics

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• Buying a stronger whip.• Trying a new bit or bridle.• Switching riders.• Appoint a committee to study the dead horse.• Riding the horse for longer periods of time.• Saying things like, “This is the way we’ve always ridden this horse.”• Arranging to visit other sites where they ride dead horses more efficiently.• Increasing the standards for riding a dead horse.• Creating a test for measuring our riding ability.• Comparing how we’re riding now with how we rode 10 or 20 years ago.• Complaining about the state of horses these days.• Coming up with new styles of riding.• Tightening the cinch.• Blaming the horse’s parents. The problem is often in the breeding.

Baldrige Basics

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Alignment

Adapted fromThe Management Compass

by Michelle Bechtell

Where are we going and how are we going to

get there?

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Goals and Measures

Alignment

Adapted fromThe Management Compass

by Michelle Bechtell

Aim of the Organizatio

n

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Goals and Measures

Random Acts of Improvement

AlignmentAim of the

Organization

Curriculum Guides

Performance. Matters

Other Committees

College Partnerships

Grading and Reporting

Revisions to GT Policy

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Goals and Measures

Aim of theOrganization

Aligned Acts of Improvement

Alignment

Adapted fromThe Management Compass

by Michelle Bechtell

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Alignment

Office

District Classroom

DepartmentLEARNER

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Alignment

Office

District

Department

ClasssroomImpact on the Learner?

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ALIGNMENT

Our Call To Action: Pursuit of Excellence

No Child Left Behind and Bridge to

Excellence

Five-Year Comprehensive

Master Plan

MCPS Vision, Mission, Core Values, Goals and Board of Education’s Academic

Priorities

Office Strategic Plans

Department Plans

Division Plans

Individual Plans

School Strategic Plans

Classroom Plans

PDP’s

Individual Student Plans

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With your team discuss one alignment issue in your school, office,

department, or division and how it may be resolved

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Core ValuesVisionary Leadership Student-Centered EducationOrganizational & Personal LearningValuing Workforce Members & PartnersAgilityFocus on the FutureManaging for InnovationManagement by FactSocietal ResponsibilityFocus on Results & Creating ValueSystems Perspective

Malcolm Baldrige2011-2012 Education Criteria for Performance Excellence

CategoriesLeadershipStrategic PlanningCustomer FocusMeasurement, Analysis, and Knowledge ManagementWorkforce FocusOperations FocusResults

Leadership

CustomerFocus

Strategic PlanningGoals & Measures

WorkforceFocus

Operations Focus Measurement,

Analysis, and Knowledge

Management

Results

Baldrige Categories

Visionary Leadership, Student-centered Education, Organizational and Personal Learning, Valuing Workforce Members and Partners, Agility, Focus on the Future, Managing for Innovation, Management by Fact, Societal Responsibility, Focus on Results and Creating Value, Systems perspective

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CUSTOMER FOCUS

How Questions

1. How does the office determine customer and stakeholder needs and expectations?

2. What processes will be used to disaggregate the data?

3. How does the office build positive relationships with customer and stakeholders?

What Questions

1. What are the needs of all customers and stakeholders?

2. What are the expectations of customers and stakeholders?

3. What are the levels of satisfaction/dissatisfaction of customers and stakeholders?

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LEADERSHIPHow Questions

1.How are the office’s vision, mission, values, and performance expectations developed, including the participation of all stakeholders?

2. How will the office’s vision, mission, values, goals/objectives and performance expectations be communicated to all stakeholders?

3. How is office’s performance monitored and how is the information used for continuous improvement?

What Questions

1. What are the vision, mission, values and performance expectations of the office?

2. What will be done to communicate the office’s vision, mission, values, goals/objectives, and performance expectations?

3. What is the monitoring plan for determining what is working and what is not working and Why??

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STRATEGIC PLANNINGHow Questions

1. How are measurable, priority goals/objectives developed with all stakeholders?

2. How are action plans developed and monitored?

3. How are Professional Development Plans (PDPs) and actions developed to support the plan?

What Questions

1.Based on the customer and stakeholder needs, expectations, and requirements, what are the measurable priority office improvement goals/objectives?

2. What are the action plans for the goals/objecitves?

3. What monitoring plan will be used to ensure that the action plans are implemented effectively?

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DEVELOPING GOALS AND PERFORMANCE MEASURES

Questions to Consider for selecting a particular goal:• Does it address the department’s essential work?

• Does it reflect customer and stakeholder needs?

• Is it attainable?

• Is it measurable?

• Was customer input used to develop the goal?

• Is there alignment between and within the office, departments, and divisions?

• Is there alignment with the system’s vision, mission, goals, and Our Call to Action, etc.? Identify the alignment

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Questions to consider for selecting a particular measure:

• What Behaviors or changes will be examined?• Will the data be understandable?• Will the data be relevant?• Will the measure provide the needed data?• Will the data be valid and reliable?• How will the data be analyzed?• Are baseline data available so that comparisons can be

made?• If baseline data are not available, are industry standards or

benchmark data available?• How will the data be collected?

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• How will the data be presented?

• Are the data both formative and summative?

• How will the data be used?

• Are there plans for collecting data over time on all measures or select measures?

• Are there plans for collecting customer and employee satisfaction data?

• How will the data be shared with all employees and other departments throughout the system?

• What are the linkages to the system’s strategic plan and mission?

• What are the linkages with performance measures in other offices?

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RESULTS

How Questions

1. How well are we doing in achieving our goals/objectives and action plans?

2. How will our results be used to improve our office and guide our office improvement planning process?

What Questions1. What summative measures

will be used to establish baseline data and to determine progress with continuous improvement goals? (e.g., student achievement, customer and stakeholder satisfaction, staff training and well being, leadership systems, benchmarking, key processes and systems)

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MEASUREMENT, ANALYSIS AND KNOWLEDGE MANAGEMENT

How Questions

1. How are formative measures identified or developed to monitor progress?

2. How often is data collected, analyzed and shared with stakeholders?

3. How do offices ensure the quality and availability of needed data and information?

4. How are the data used for continuous improvement?

What Questions

1. What formative measures have been identified to use along the way to make sure that we are on the right path with the actions in each category?

2. What tools are in place to take corrective and rapid action if needed (e.g., PDSA)?

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WORKFORCE FOCUSHow Questions

1. How does the office determine the needs for professional development for staff in order to utilize their full potential in meeting the office’s goals/objectives?

2. How does the office maintain a work environment and staff support climate that contribute to the well-being, satisfaction, and motivation of all staff members?

What Questions

1. What are the professional development and resource needs of staff to implement the office improvement plan?

2. What is the staff’s level of satisfaction and dissatisfaction with the current work systems and office environment?

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OPERATIONS FOCUSHow Questions

1. How are key work processes defined, designed, and deployed to support and sustain the goals/objectives and actions within each category?

2. How have key work systems and processes been aligned and integrated to maximize efficiency?

3. How is the PDSA model used for continuous improvement?

4. How are quality tools used to enhance participation and facilitation of processes?

What Questions

1. What are the key work processes and work systems that have been put in place to support and sustain the continuous improvement goals/objectives and actions within each category?

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Building a Classroom Learning System

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Organizational and Personal Learning Opportunities

►Building a Classroom Culture

►Creating a Classroom Data Center

►Providing for Student Data Notebooks

Plus/Delta

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► What enabled us to be successful learners today?

►What can we do better tomorrow to increase our learning?