Scorebook Navigator User Manual for Consensus Review
Contents
1. Q Ta a S NS S Neg px Learn Share Connect Scorebook Navigator Stage 2 Consensus User Manual Version 10 4 2010 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 1 Stage 2 Consensus After stage 1 independent review examiner teams move on to stage 2 consensus During this phase team members consolidate their independent review findings eventually coming to an agreement on scorebook comments Key Factors site visit issues and numerical scores The Scorebook Navigator provides a number of features that support the consensus process These include 1 A shared consensus scorebook that is accessible in read only format to all team members 2 Access to each team membet s Stage 1 work that makes it easy for Item leaders to consolidate feedback ready comments 3 Observation Fields which can be used by Item back ups to provide feedback to the Item leader or team leader 4 An integrated e mail function that facilitates off line discussion of issues 5 The ability to revise the consensus scorebook in real time during the consensus meeting Consolidating Key Factors Basic Process Option If your award program is using the Basic Process the Team s Key Factors will be consolidated as the first step in the Consensus process For the Enhanced process the Key Factors were consolidated before Item Evaluation The Team Leader will select one team memb2. 45 Examiner B DEMO 40 30 45 50 65 30 45 10 25 30 45 Examiner DEMO 40 30 45 50 65 30 45 10 25 30 45 Team Leader Demo 40 30 45 50 65 30 45 10 25 30 45 d tem 1 1 Scoring Click on the numbered white cells to set a score Final Score Overall Approach Deployment Learning Integration Key Factors Strengths OFIs 50 50 65 50 65 50 65 30 45 30 45 6 6 not used 3 0 0 Key 3 0 0 Key Factor 0 5 10 25 30 45 50 65 70 85 90 100 Approach No systematic Beginning of systematic An effective systematic An effective systematic An effective systematic An effective systematic approach is approach tothe basic approach responsive to approach responsive to approach responsive to approach fully responsive to evident requirements of the the basic requirements the overall requirements the multiple requirements the multiple requirements of information is Item of the Item of the Item of the Item the Item anecdotal 0 5 10 25 30 45 50 65 70 85 90 100 7 Deployment Little or no The approach is inthe The approach is The approach is well The approach is well The approach is fully deployment ofan early stages of deployed although deployed although deployed with no deployed without significant approach is evident deployment in most some areas or work deployment may vary in significant gaps Gaps in any areas or work areas work units units are in the early some areas or work units units inhibiting progress in stages of deployment achie
3. Reports Program My Account TNCPE 2009 Case Study Education 2009 10 abc gt Item 5 1 Workforce Engagement WBS 0 v vV ao ah Stage 1 Key Factor References a l Examiner Category Key Factor Reference David Jones P la Applicant claims strengths in the creativity knowledge and skills of its faculty staff and students DJ David Jones P la Applicant employs 118 faulty and staff 97 non unionized faculty and 21 administrative and clerical staff Also utilizes 60 adjunct an loaned hospital faculty DJ David Jones P la Applicant s core competencies are High quality nursing instruction effective use of instructional technology and leading edge nursing distance education DJ Mari lana Pts Aernlinaant han nantahlinhad itn Mircnian Vieian and talhan Froid Z Key Factor References l Si T 1 lyi LE El 0 KF Cat Most significant key factors KFs for this Item FIGURE 3 When you click the gold Circle 1 Icon a panel appears that contains your team s independent review findings Click the blue Circle 1 icon to hide the team s independent review observations increasing your workspace Sortability A handy feature the columns in the gold panels are sortable by clicking on the header For example an Item lead might sort by Item reference This will place the examiners observations in order making it easier to note similar observations Synthesis Consolidated Key Factors will appear when you select the Key Facto
4. anges are entered team members should refresh their browsers updating their team consensus scorebook screens with the revised information Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 10 When the team concludes the consensus meeting examiner initials are removed from all comments in the shared consensus scorebook and other edits are made to meet the Feedback Report guidelines This concludes the Stage 2 manual for those using the 2007 Process The Consensus Scorebook Screen 2010 Process After your team has completed independent review the team leader will assign each member an Item or Items to synthesize prior to the consensus meeting When you log into Scorebook Navigator the Scorebook Screen will display this new assignment under a tab called Stage 2 You still have access to a copy of your Independent Review Scorebook under the Stage 1 Tab The link to this scorebook is grey indicating that it is a read only file Use this scorebook as a reference as you synthesize your assigned Items for consensus Your independent review scorebook read only format David Jones TN Center for Performance E oe ane a 8 31 2009 Top the team Resources Sign Out Scorebooks SCO rebook grey My Account TNCPE 2009 Case Study David Jones Bottom Your Item assignments blue ored Points TNCPE 2009 Case Study 1777 Complete indivi
5. d Items for consensus Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 4 Your independent review scorebook read only format David Jones TN Center for Performance E 8 31 2009 Resources Top the team scorebook grey My Account Bottom Your ltem assignments blue stage 1 Sign Out Scorebooks TNCPE 2009 Case Study David Jones ored Points bpics TNCPE 2009 Case Stu 1777 Complete individual review Whep 18 340 1000 David Jones check Done on your Scorebook pss Stage 2 Complete your assigned items 18 257 1000 FIGURE 1 Your independent review scorebook in read only format appears in the Scorebook column under the Stage 1 Tab In the same column the Stage 2 Tab contains a link to the shared team scorebook in grey and your assigned Items in blue On the Stage 2 Tab under the Scorebook column heading you will find your assigned Items blue links and the shared consensus scorebook The shared consensus scorebook link is grey indicating it s in read only format Every team member can view this scorebook at any time The scorebook is filled as members complete their Item assignments Consensus Item Assignments When you click on a blue Item assignment link to begin your Item synthesis it will open a scorebook screen that looks a lot like the Item Evaluation scorebook screen
6. d panel above each scorebook tab team Key Factor references above the scorebook Key Factor References Tab team Item evaluation findings above the Strength and OFIs Tabs The gold panel has its own scrollbar Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports Program My Account TNCPE 2009 Case Study Education 2009 10 abc Item 5 1 Workforce Engagement WBS 0 v Vv ae ay Stage 1 Key Factor References a Examiner Category Key Factor Reference David Jones P la Applicant claims strengths in the creativity knowledge and skills of its faculty staff and students DJ David Jones P la Applicant employs 118 faulty and staff 97 non unionized faculty and 21 administrative and clerical staff Also utilizes 60 adjunct an loaned hospital faculty DJ David Jones P la Applicant s core competencies are High quality nursing instruction effective use of instructional technology and leading edge nursing distance education DJ Manna Inna Pais Aanliaant han nantahlinhad tn Minninan Uieian and tabhann Foi i Key Factor References cy T aly Jyt LE El 0 KF Cat Most significant key factors KFs for this Item FIGURE 8 When you click the gold Circle 1 Icon a panel appears that contains your team s independent review findings Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 12 Click the blue Circle 1 icon to hide the team s i
7. ds on the Key Factors screen as well as on the Strength and OFI Tabs on the Item Evaluation screen an BEHAVIOR DJ David Jones 1 1a 3 HOW do SENIOR SPP and tactical action plans DJ not clear maybe SPP balanced through improvement process the LIGHT Scorecard DJ DJ Observation Ar DJ not clear DJ not clear DJ Jun 17 2009 10 27PM David Jones GiQqrFkt 2 ag Four examiners noted individual leadership pease ea 1 development activities however the consensus examiner did not see evidence that these were Add sufficient to establish an environment for emer rey Carry es it is not clear how organizational and workforce learning organizational Jun 17 2009 10 27PM David Jones Four examiners noted individual leadership development activities however the consensus examiner did not see evidence that these were sufficient to establish an environment for organizational and workforce learning FIGURE 9 Use the Observation Fields in the consensus scorebook to communicate with fellow examiners during synthesis and to remember your rationale for the consensus meeting The Observation fields provide a communication tool for the team An Item leader can note why a comment was not used suggest re wording of a Key Factor or briefly explain their rationale behind the comment This is also a space where the Item back up can provide feedback As multiple examiners contribute thoughts
8. dual review Whep David Jones check Done on your Scorebook pa 18 340 1000 ipga ce Study Stage 2 z se Study Complete your assigned items 18 257 1000 FIGURE 6 Your independent review scorebook in read only format appears in the Scorebook column under the Stage 1 Tab In the same column the Stage 2 Tab contains a link to the shared team scorebook in grey and your assigned Items in blue On the Stage 2 Tab under the Scorebook column heading you will find your assigned Items blue links and the shared consensus scorebook The shared consensus scorebook link is grey indicating it s in read only format Every team member can view this scorebook at any time The scorebook is filled as members complete their Item assignments Consensus Item Assignments When you click on a blue Item assignment link to begin your Item synthesis it will open a scorebook screen that looks a lot like the Item Evaluation scorebook screen you used in independent review Some of the tabs are different however As in independent review there are Key Factors References and Scoring Tabs but the Streneths Tab and an OFIs Tab are now used for feedback ready comments The ADLI Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 11 columns are no longer present but an observation column is available for team member feedback on your comments Help Functions To review the instruc
9. e references as appropriate Q T Ai Ji EE E C 2 Strengths Rationale n Observation J 1 2 3 Note 1 mman h mM a m mrn 1 P C aa To cut back on typing you can move team members observations from the gold panels into the Strengths and OFIs Tabs as you construct comments This can be done in one of two ways 1 Copy and paste the relevant text Highlight with your mouse then Ctrl C to copy Ctrl V to paste on a PC Command C to copy Command V to paste ona Mac 2 Click to open the field in the scorebook where you want to place an observation Go into the gold panel and highlight the observation with your mouse Drag and drop the highlighted text into the open field If you think a Strength or OFT is significantly important click on the box in the column If you think it might be a part of a Key Theme click on the box in the T column Use the Notes section to address the most significant strengths or OFIs that were not included in your selection of about six total comments Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 14 Retain Initials for Consensus Please be sure to retain the initials of the examiner s whose independent review work has been incorporated into the comments you develop You will need these references for the consensus meeting Using Observation Fields In the consensus scorebook you will encounter Observation fiel
10. e transfer skills GM of knowledge from departing or retiring workers ethe reinforcement of new knowledge and skills xl To cut back on typing you can move team members observations from the gold panels into the Strengths and OFIs Tabs as you construct comments This can be done in one of two ways 1 Copy and paste the relevant text Highlight with your mouse then Ctrl C to copy Ctrl V to paste on a PC Command C to copy Command V to paste on a Mac 2 Click to open the field in the scorebook where you want to place an observation Go into the gold panel and highlight the observation with your mouse Drag and drop the highlighted text into the open field Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved Retain Initials for Consensus Please be sure to retain the initials of the examiner s whose independent review work has been incorporated into the comments you develop You will need these references for the consensus meeting Using Observation Fields In the consensus scorebook you will encounter Observation fields on the Key Factors screen as well as on the Strength and OFI Tabs on the Item Evaluation screen an BEHAVIOR DJ David Jones 1 1a 3 HOW do SENIOR SPP and tactical action plans DJ not clear maybe SPP balanced through improvement process the LIGHT Scorecard DJ DJ Observation br DJ not clear DJ not clear DJ I
11. em Report printouts To ensure that your observations and comment rationale are visible during consensus if you will be using printed Item Reports place your notes below the completed comments in the Comments fields E mail Capabilities If an Item leader wants immediate feedback on an observation he or she can e mail the team leader Item back up or the whole team using Scorebook Navigator Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 8 The People icon left on the toolbar will activate the examiners e mail system which contains the contact information for team members If you select the E Mail Whole Team option be sure to check your e mail system protocol Scorebook Navigator separates e mail addresses by semi colon If your mass e mail function is comma delimited or another protocol you will have to do some editing It may be easiest to just cut and paste the desired e mail addresses into your e mail system Printing Stage 1 pre work An Item leader may wish to print all of the team s independent review observations as a resoutce for synthesizing observations into comments Here s how to do it 1 Inthe consensus scorebook select the Item Evaluation Tab Choose the Item you want to print from the drop down menu at the top of the screen 2 Click the gold Circle 1 Icon This will display all team members work for that Item 3 Page down past the K
12. er to consolidate the Key Factors The remaining members will wait while this consolidation takes place After the Team Lead moves the team into the Consensus stage the person assigned to perform the Key Factor consolidation will find a new scorebook on their scorebook page with the instructions to Consolidate stage 1 Key Factors Opening the new scorebook will take the team member to the Key Factors section Key Factor Category P 1a Organizational Environment 0 v V EE E O 1 aKT L Key Factor Observation The Key Factors from all of the team member s independent review scorebooks are accumulated and made available by clicking on the Show Stage 1 Data icon one ina golden circle Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 2 Clicking on this icon will open a section above the Key Factor section This section will list the key factors selected by each team member It will initially be sorted by Examiner The list can be sorted by Key Factor by clicking on the Key Factor column title Notice that the examiners initials are automatically appended to the Key Factor kF TAKTU stage 1 key Fatos O Aoo 1 Examiner Key Factor A TeamMember ist Key Factor TMA A TeamMember 2nd Key Factor TMA A TeamMember 3rd Key Factor TMA F B TeamMember Key Factor 1 TMB 2 Key Factor Observation The list can be exported by clicking on the ico
13. ey Factors Tab to the Strengths Tab 4 Under the Strengths Tab on the gold panel click the Print Preview Icon left This will open up a window with a printer friendly version of the Item observations From this window you can sort the data by clicking on the column headers 5 If you would like a Word copy of this report right click in the report click Select All then copy and paste into Word 6 Fora printout without copying in Word in your browser set up your printer preferences and print Please be aware that you will be printing your entire team s independent review observations for that Item which could result in a large print job Consider using the print preview window to identify selected pages or page ranges 7 Also note that the team observations in the gold panels above the Strengths Tab ate the same observations that appear above the OFIs Tab You don t need to print them twice Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 9 Scoring When the gold Circle 1 button is activated Item leaders have access to all the scores selected by team members This information is provided for reference only as scoring information should never be averaged during an evaluation Stage 1 Scoring Examiner Final Score Overall Approach Deployment Learning Integration Examiner 1 DEMO 40 30 45 50 65 30 45 10 25 30 45 Examiner A DEMO 40 30 45 50 65 30 45 10 25 30
14. ide the Key Factors This observation box can by used by other team members to record feedback on the key factors After the consolidation is complete the team lead may share the scorebook with the remainder of the team to allow them to review and comment on the consolidated key factors To provide feedback a team member types in the observation box and then clicks on the Add button to save the feedback NOTE the Add button must be clicked to save the observation If the Save icon is clicked before the Add button is clicked the observation will not be saved Key Factor Observation 1 ist Key Factor 2 2nd Key Factor a 3 3rd Key Factor After the Key Factor consolidation and review is completed the consolidator makes the scorebook as Done and the Team Lead moves the team into the next step Skip to Page 11 if your program is using the 2010 Process The Consensus Scorebook Screen 2007 Process After your team has completed independent review the team leader will assign each member an Item or Items to synthesize prior to the consensus meeting When you log into Scorebook Navigator the Scorebook Screen will display this new assignment under a tab called Stage 2 You still have access to a copy of your Independent Review Scorebook under the Stage 1 Tab The link to this scorebook is grey indicating that it is a read only file Use this scorebook as a reference as you synthesize your assigne
15. k they have in the observation box Item leads can make changes to the comments if appropriate in response to other team members feedback This virtual consensus can significantly reduce the time needed in a face to face consensus meeting 5 During the consensus meeting Item leaders direct the discussion pertaining to their Items As this takes place the Item leaders can make and save agreed upon changes to their sections of the scorebook accessible to them via the blue assignment link on the Scorebooks page Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 17 6 Once the changes are entered team members should refresh their browsers updating their team consensus scorebook screens with the revised information When the team concludes the consensus meeting examiner initials are removed from all comments in the shared consensus scorebook and other edits are made to meet the Feedback Report guidelines Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 18
16. mments you will present at your consensus meeting When you access the Strengths and OF Is panels fellow team members work will appear when you click the gold Circle 1 Icon Team observations will be organized into three tabs Evaluation Notes and Gaps These tabs correspond to the fields examiners filled in on the independent review scorebook Scorebook will Schoch Navigator Organization Self Assessment Tool Sign Out Score TNCPE 2009 Case Study Education 2009 10 TN Cen Item 5 1 Workforce Engagement WBS 0 Be L Key Factor References Gl Q au air Iyl EE A C Strengths include figure references as appro E I Q IgE T dgl ES E C Examiner Item Process h I I i 5 Ref L Approac Deployment Improvements ntegration f Ginger Manie 5 1b 2 5 1b 3 5 1b 2 Use Dickinson Hobbs Supervisors None identified Developing new HOW does your LEARNING Faculty Development Model and employees staff GM and development system to develop indidivual GM Effectiveness is address the following training plans and goals for determined by student factors for your upcoming year began use performance on NCLEX WORKFORCE etheir of Mentor Teacher Program and alumni survey LEARNING and development in 2006 use mentoring results GM needs including those that faculty shadowing and are self identified and those cross training to reinforce identified by supervisors new knowledge and job and managers eth
17. move key factors up or down as their relevance is determined through supporting comments When you re done remove surplus Key Factors from the bottom of the list Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 13 Developing Strengths and OFIs You will use the fields in the Strengths and Opportunities for Improvements panels to develop the comments you will present at your consensus meeting When you access the Strengths and OF Is panels fellow team members work will appear when you click the gold Circle 1 Icon Team observations will be organized into three tabs Strengths OFI s and Gaps and Feed Back These tabs correspond to the fields examiners filled in on the independent review scorebook Key Factor References H A T au oe C A Examiner Strengths As Evidenced By A DEN S e a T A Strength statement number 1 TMA evidence for strength statement number 1 TMA Yes Yes Yes 1 1a 1 TeamMember A Strength statement number 2 TMA evidence for strength statement number 2 TMA Yes Yes 1 1b 2 TeamMember A Strength statement number 3 TMA evidence for strength statement number 3 TMA Yes Yes 1 1a 3 TeamMember A TeamMember B Yes ist Strength statement TMB evidence for 1st Strength statement TMB Yes Yes Yes Yes 1 1a 1 Yes TeamMember F B 2nd Strength statement TMB evidence for 2nd strength statement TMB Yes Yes Yes 1 1a 2 TeamMember Strengths include figur
18. n The list will open in a second window either column can be sorted in this window To print out this list use your browser print command or right click in the report select all then copy and paste into a Word document Stage I Key Factors 10basic Category P 1b Organizational Relationships Examiner Key Factor A TeamMember 4th Key Factor TMA A TeamMember 5th Key Factor TMA A TeamMember 6th Key Factor TMA B TeamMember Key Factor 4 TMB B TeamMember Key Factor 5 TMB B TeamMember Key Factor 6 TMB The consolidating team member will identify all the unique key factors and copy them from the gold section to the gray section of each Key Factor page The intent will be to capture all unique key factors To move the key factors from the gold section to the gray open a row in the gray section then drag and drop the desired key factor from the gold section to the open box The key factor may be edited after being moved Be sure to save often ee a A Examiner a Key Factor A TeamMember TMA A TeamMember 2nd Key Factor TMA A TeamMember 3rd Key Factor TMA B TeamMember Key Factor 1 TMB B TeamMember Key Factor 2 TMB R TeamMemher Kev Factor 3 TMR he Key Factor Observation A B BsuU 9 amp 1st Key Factor Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 3 After the consolidated key factors are saved an observation box opens bes
19. ndependent review observations increasing your workspace Sortability A handy feature the columns in the gold panels are sortable by clicking on the header For example an Item lead might sort by Item reference This will place the examiners observations in order making it easier to note similar observations Synthesis Consolidated Key Factors will appear when you select the Key Factors Tab on the menu bar or when you choose the Key Factor References panel from the drop down menu on the Item Evaluation Screen Note that the Key Factors on the Item Evaluation drop down menu may be abbreviated To view the full text of the consolidated key factors go to the Key Factors Tab or print a Key Factors Report OFI Alert On the Key Factors Screen in the consensus scorebook it is possible for team members to alter the Key Factors PLEASE DON T unless you re at the Consensus meeting If you would like to change a Key Factor during synthesis make a note in the Observation Field on the Key Factors Screen Any changes to Key Factors at this point in the evaluation must be a team decision Synthesizing Key Factors Working with the Key Factors panel in the Consensus Item Evaluation Screen Item leaders have 12 spaces to select the most significant Key Factors relative to an Item Remember you will select no more than six Key Factors per Item but the extra spaces allow a little more room to work Use the navigation arrows on the tool bar to
20. rs Tab on the menu bar or when you choose the Key Factor References panel from the drop down menu on the Item Evaluation Screen Note that the Key Factors on the Item Evaluation drop down menu may be abbreviated To view the full text of the consolidated key factors go to the Key Factors Tab or print a Key Factors Report OFI Alert On the Key Factors Screen in the consensus scorebook it is possible for team members to alter the Key Factors PLEASE DON T unless you re at the Consensus meeting If you would like to change a Key Factor during synthesis make a note in the Observation Field on the Key Factors Screen Any changes to Key Factors at this point in the evaluation must be a team decision Synthesizing Key Factors Working with the Key Factors panel in the Consensus Item Evaluation Screen Item leaders have 12 spaces to select the most significant Key Factors relative to an Item Remember you will select no more than six Key Factors per Item but the extra spaces Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 6 allow a little more room to work Use the navigation arrows on the tool bar to move key factors up or down as their relevance is determined through supporting comments When you re done remove surplus Key Factors from the bottom of the list Developing Strengths and OFIs You will use the fields in the Strengths and Opportunities for Improvements panels to develop the co
21. s a resource for synthesizing observations into comments Stage I Comments For Strengths amp OFIs Strengths 10basic Item 1 1 Examiner Strengths As Evidenced By A D L I Item Reference PP ei A TeamMember Strength statement number 1 TMA evidence for strength statement number 1 TMA Yes Yes Yes 1 1a 1 A TeamMember Strength statement number 2 TMA evidence for strength statement number 2 TMA Yes Yes 1 1b 2 A TeamMember Strength statement number 3 TMA evidence for strength statement number 3 TMA Yes Yes 1 1a 3 A TeamMember B TeamMember Yes ist Strength statement TMB evidence for ist Strength statement TMB Yes Yes Yes Yes 1 1a 1 Yes B TeamMember 2nd Strength statement TMB evidence for 2nd strength statement TMB Yes Yes Yes 1 1a 2 B TeamMember 3rd Strength statement TMB evidence for 3rd strength statement TMB Yes 1 1a 3 OFIs 10basic Item 1 1 Examiner Strengths As Evidenced B A D L I Item Reference a A TeamMember OFI statement number 1 TMA evidence for OFI statement number 1 TMA Yes 1 1a 2 A TeamMember OFI statement number 2 TMA evidence for OFI statement number 2 TMA Yes 1 1b 1 A TeamMember OFI statement number 3 TMA evidence for OFI statement number 3 TMA Yes 1 1a 3 B TeamMember Yes ist OFI statement TMB evidence for ist OFI statement TMB Yes 1 1a 1 B TeamMember 2nd OFI statement TMB evidence for 2nd OFI statement TMB Yes 1 1a 3 B TeamMember 3rd OFI s
22. tatement TMB evidence for 3rd OFI statement TMB Yes 1 1b 1 Feedback 10basic Item 1 1 Examiner Type Significant Comment Item Reference Key cue Theme B TeamMember Strength Yes Feedback ready comment for one of the strength statements TMB 1 1a 1 Yes B TeamMember OFI Feedback ready comment for one of the OFI statements TMB 1 1b 1 Here s how to do it 1 Inthe consensus scorebook select the Item Evaluation Tab Choose the Item you want to print from the drop down menu at the top of the screen 2 Click the gold Circle 1 Icon This will display all team members work for that Item 3 Page down past the Key Factors Tab to the Strengths Tab 4 Under the Strengths Tab on the gold panel click the Print Preview Icon left This will open up a window with a printer friendly version of the Item observations From this window you can sort the data by clicking on the column headers Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 16 5 Ifyou would like a Word copy of this report right click in the report click Select All then copy and paste into Word 6 Fora printout without copying in Word in your browser set up your printer preferences and print Please be aware that you will be printing your entire team s independent review observations for that Item which could result in a large print job Consider using the print pre
23. the most recent observation will be at the top The software automatically notates the observation with the date time and examiner name OFI Alert Observations Won t Print Something to keep in mind The observation fields are viewable by all members of the team as they use the software However data in these fields will not appear on the Item Report printouts To ensure that your observations and comment rationale are visible during consensus if you will be using printed Item Reports place your notes below the completed comments in the Comments fields E mail Capabilities If an Item leader wants immediate feedback on an observation he or she can e mail the team leader Item back up or the whole team using Scorebook Navigator Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 15 The People icon left on the toolbar will activate the examiners e mail system which contains the contact information for team members If you select the E Mail Whole Team option be sure to check your e mail system protocol Scorebook Navigator separates e mail addresses by semi colon If your mass e mail function is comma delimited or another protocol you will have to do some editing It may be easiest to just cut and paste the desired e mail addresses into your e mail system Printing Stage 1 pre work An Item leader may wish to print all of the team s independent review observations a
24. tions for each column hover your cursor over the title A popup box will give a brief description of the instructions Key Factor References EQUTK tT 4 aag Strengths include figure references as appropriate DI T at ays Ci E a 2 Strengths i s Observation T conflict and explain why you resolved it as you did aj Opportunities for Improvement include figure references as appropriate Pi JE aii spl E i 8 The other major difference is that you now have access to fellow examiners independent review findings accessible by clicking the gold Circle 1 Icon Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports My Account Copy of Copy of NIST 2008 Prework assigned susiness nFP 2008 Item 1 1 Senior Leadership 0 v Key Factor References T Q Li E o Tatag artoa Item 1 1 Scoring Click on the numbered white cells to set a score G al age T n ea E C Strengths include figure references as appropriate Opportunities for Improvement include figure references as appropriate FIGURE 7 Click the gold Circle 1 icon to view fellow team members work as you synthesize Items The other major difference is that you now have access to fellow examiners independent review findings accessible by clicking the gold Circle 1 Icon Once clicked the gold Circle 1 Icon turns blue and the team s relevant independent review work will appear on a gol
25. view window to identify selected pages or page ranges 7 Also note that the team observations in the gold panels above the Strengths Tab are the same observations that appeat above the OFIs Tab You don t need to print them twice Scoring When the gold Circle 1 button is activated Item leaders have access to all the scores selected by team members This information is provided for reference only as scoring information should never be averaged during an evaluation Examiner Final Score Overall A TeamMember 45 30 45 B TeamMember 55 50 65 oT A n ooo dg al FIGURE 10 ITEM leaders have access to the team s Item scores This is for reference only never average scores Remember that when you score an Item in the shared consensus scorebook you are scoring your comments which are derived from the work of others It is likely that consensus scoring will vary from the scoring done in independent review as the Item leaders have more information to consider when determining the scoring range and the score Using Scorebook Navigator at Consensus Since the shared Stage 2 Consensus Scorebook is a single document that can be accessed by multiple users at one time it will support real time revision during the consensus meeting This can be a powerful aid in the consensus process Here s how it works 4 Prior to a consensus meeting the team members can review the comments written by all other team members and enter any feedbac
26. ving the basic requirements FIGURE 5 Item leaders have access to the team s Item scores This is for reference only never average scores Remember that when you score an Item in the shared consensus scorebook you are scoring your comments which are derived from the work of others It is likely that consensus scoring will vary from the scoring done in independent review as the Item leaders have more information to consider when determining the scoring range and the score Using Scorebook Navigator at Consensus Since the shared Stage 2 Consensus Scorebook is a single document that can be accessed by multiple users at one time it will support real time revision during the consensus meeting This can be a powerful aid in the consensus process Here s how it works 1 Prior to a consensus meeting the team members can review the comments written by all other team members and enter any feedback they have in the observation box Item leads can make changes to the comments if appropriate in response to other team members feedback This virtual consensus can significantly reduce the time needed in a face to face consensus meeting 2 During the consensus meeting Item leaders direct the discussion pertaining to their Items As this takes place the Item leaders can make and save agreed upon changes to their sections of the scorebook accessible to them via the blue assignment link on the Scorebooks page 3 Once the ch
27. xX Jun 17 2009 10 27PM David Jones al Q w Tt g El O Four examiners noted individual leadership eens 1 development activities however the consensus examiner did not see evidence that these were Add sufficient to establish an environment for emre Tey Carry es it is not clear how organizational and workforce learning organizational Jun 17 2009 10 27PM David Jones Four examiners noted individual leadership development activities however the consensus examiner did not see evidence that these were sufficient to establish an environment for organizational and workforce learning FIGURE 4 Use the Observation Fields in the consensus scorebook to communicate with fellow examiners during synthesis and to remember your rationale for the consensus meeting The Observation fields provide a communication tool for the team An Item leader can note why a comment was not used suggest re wording of a Key Factor or briefly explain their rationale behind the comment This is also a space where the Item back up can provide feedback As multiple examiners contribute thoughts the most recent observation will be at the top The software automatically notates the observation with the date time and examiner name OFI Alert Observations Won t Print Something to keep in mind The observation fields are viewable by all members of the team as they use the software However data in these fields will not appear on the It
28. you used in independent review Some of the tabs are different however As in independent review there are Key Factors References and Scoring Tabs but a Strengths Tab and an OFIs Tab replace the Evaluation Factors Gaps and Overall Item Notes Tabs The other major difference is that you now have access to fellow examiners independent review findings accessible by clicking the gold Circle 1 Icon Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports My Account Copy of Copy of NIST 2008 Prework assigned Business nFP 2008 Item 1 1 Senior Leadership 0 re ee ttmeo rats Saon n CIA E PEE E PE E AR E AE E E Hartsmeo Strengths include figure references as appropriate Opportunities for Improvement include figure references as appropriate FIGURE 2 Click the gold Circle 1 icon to view fellow team members work as you synthesize Items Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 5 Once clicked the gold Circle 1 Icon turns blue and the team s relevant independent review work will appear on a gold panel above each scorebook tab team Key Factor references above the scorebook Key Factor References Tab team Item evaluation findings above the Strength and OFIs Tabs The gold panel has its own scrollbar Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes
Download Pdf Manuals
Related Search