Scorebook Navigator User Manual for Independent Review
Contents
1. 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved Logging in When you log in for the first time follow the steps below If you already logged in during training to complete your pre work in Scorebook Navigator your account information username and password will remain the same during an actual evaluation 1 Go to scorebook baldrigepe org 2 Input your username and password assigned by your Award Program Staff 3 On the Terms of Use Screen click on the accept button for access authorization This limits your use of the Scorebook Navigator to award program purposes not for your personal or business use Setting Up Your Account After your initial login you will to taken to the My Account screen and required to change your password Your new password must contain at least 8 characters with upper and lower case letters plus at least on number or character While you are on this page take a moment to customize your Scorebook Navigator account W Feie GE breiboek Mangaten My Account r karaca Walker ri i 7 Scorebook Wielarumr i j 3 ify it Navigator waton Resources 5 5 r ign fuel Senrebosks felop By Aerial Profile Change Login Info Email Dr lme hotmail com Last Hame Walker New Email First Hame jamas Confirm Wew Email program Wabinar Ernail 2 Legin CoWalber A A Prane 9702228445 Pareeord New Pasiword Prana 2 Canfirm New Password Preferences Accoun2. G Toos i ici basal La James Walker se F Scorebook Webinar fshaw TF I Navigator 2 18 2010 Resources Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports Setup My Account abo AS NovelConnect GH Business NFP 2008 Y Be ET E C Process Process Results Results T What are the most important strengths or outstanding practices of potential Strengths 5 OFIs 6 Strengths 0 OFIs 0 value to other organizations identified f process any benchmarks comparativedata is available ese is not well F Themes Strengths F a amp grocess for selecting Approach The approach for selecting comparative data is not clear Deployment ven though the goal is to have benchmarks comparisons for eve pnly 50 have comparator provements o evidence of improvements tegration tegrations with SPP MAP the Process Results Strengths 5 Strengths 0 Process ny benchmarks comparatived vy the sit these is not well d as part of the 8 defined 3 Approach g The approach for selecting col a Mioenlearrmont 11 WAKT J F 4 FIGURE 11 The Key Themes Screen Note how your list of Item observations in the left hand column is organized into tabs The key symbol designates an observation you tagged as a potential key theme Observations Column Screen Tabs The Observations column is a list of all your Item observations It is organized into four tabs
3. Learn Share Connect Scorebook Navigator Stage 1 Independent Review User Manual Version 9 8 2010 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved TABLE OF CONTENTS COT SOG oera 1 Browser R qQuireMentts cccscccsecccececeeeceeeceececseeceeeeeeeseeeenseenses 1 LOGONA ae wal Guauuenibearbentnanncinenenciens 2 Seting Up Your ACCOUN tsei ieiti EEEE E E E it 2 Find Your Scorebook sssssssssssrerrerrernsrnnrrnrerrrrrerrerrnrrnrrnrenrerrerrerenne 3 Stage 1 Independent REVIEW c cccccseececeseeceeeeteneeteneetenes 4 Scorebooks Screen amp Menu Bal ccccceccsecceeeeeeeeeeeeeeueeeueeeeeeues 4 ACCESS VOUI SCOlEDOOK ssiri ia ethene fre elas teres Satan Monte tdee tues 5 Scorebook Navigator Tools ccccccccecseeeesseeeesseeeeeeeeeesaeeeeseeeeeeas 5 Glossary Ol TOO iusan a a e tae 6 KEVF ACOS O rE OI eaii 7 Key Factors FICIGS cinne i eN a 7 Key Factors Areas to Address ccccccssssececcceesseeecceeueceeesuaeeeeessuaseeeessaas 8 Key Factors Screen TipSsaaioron a E a 8 Process FOW V allAllOM Soari 8 If your program is using the 2010 Baldrige Process skip to Page OVE EENE EE deen A E A AAA TAE A PORTAE N EERE AE TAE A AN EAE ER 9 Item Evaluation Screen 2007 Baldrige Process ccscceeeeeeees 9 Key Factors References Panel ccccccssseccceeeeceesseeceesseeeseeseeeseneeeess 10 Ev l ati n Factors Pane lei
4. J fos of temporarily food insecure persons seasonal needs school migrant Hispanic and Hmong populations dc Comparative 3 Evaluation Factors Proce Eor major a market segments and requirements Customers member agencies timeliness quality variety quantity of food cc g groups of temporarily food insecure persons seasonal needs school migrant Hispanic and Hmong populations dt Item A volunteers acquire warehouse transport and distribute food to the food insecure through partnerships with 58 mem Ref Outcomes 1 cT SS ae aan es 1 Ensure that food reaches those most in need when they need it most 2 Optimize human resources and partnership metropolitan statistical area MSA population of 500 000 with 75 000 client contacts annually 8 of population lt 5 years and competitive data sources FBA national comparisons FBA state comparisons Assistance Now Finder collaborative FBLC bort 6 639 400 including food value Total Expenses 6 553 200 including food value 86 200 carry over 1 He DHFS HHS US Dept of Labor food saftey and training of employees employee certification compliance wit vironment ith a meal repackaging facility that distributes food pallets food boxes repackaged meals and grocery items to m ommunity based food bank and is dedicated to feeding the hungry residents of its communities Vision Iowa s he ed Des Couers Knowles Bountiful and Peaceful all urban area
5. Process Strengths Process OFIs Results Strengths and Results OFIs The numbers next to the tabs represent the number of rows of observations included on the tab Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 19 reserved e The Process Strengths Tab contains all of the observations in the ADLI matrix including both and comments e The Process OFIs Tab contains the same observations as the Strengths Tab plus your Gaps Panel entries e The Results Strengths Tab contains all of your LeTCI observations e The Results OFIs Tab contains all of your LeTCI observations plus results gap observations The observations you identified as potential key themes during your Item evaluation are designated with a key symbol Any observations that you bolded will be bolded here also Key Themes Screen Manipulation Buttons There are three screen manipulation buttons to the right of the Strengths Results and OFIs Tabs that look like less than parallel and greater than symbols These buttons allow the examiner to hide either the right or left panel and then restore the view to side by side format 6 GAT L https scorebook baldrigepe org Key_Themes aspx M 4 4 xX AHCA Pod e P XK File Edit View Favorites Tools Help w he oo windows Live Hotmail Scorebook Navigator 3 fp mah p Page Of Tools li E i J
6. Hispanic population nteers acquire warehouse transport and distribute food to the Lows insecure through partnerships with 58 bed enior Leaders now pos can of the day in the break room and engages employees and volunteers in discussion FIGURE 10 The Key Factors Field will automatically populate with the key factor you picked from the drop down menu Also note the key factor Organizational Profile Area to Address number that applies to your selection will appear in the KF Cat column after you click the Save icon The number that follows the Area to Address number is the row number of the key factor thus each key factor has a unique identifier number Save your work Be sure to click the Save icon after each key factor reference entry Strengths Gaps amp OFIs Sections List approximately 6 of the most important OFIs Gaps and Strengths for this Item in order of their importance to the applicant Base these findings on the applicant s response to the Criteria requirements and its key business organization factors Refer to figures when appropriate Use the arrows to arrange the order of the strengths starting with the most important feedback to give the applicant The total number of Strengths plus Gaps OFIs should be about 6 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 15 reserved e KF Ref column Use this column to identify the applicable key factors by putting a ch
7. factors language from the findings of your analysis e Type Column prefilled for one strength and one OFI e Double Column click the box if the comment is very significant to the applicant e Comment Column Enter your feedback ready comment Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 16 reserved e Item Ref column The appropriate Item reference from the Criteria is checked on the Evaluation Factors Panel Hover your mouse over the Item to reference the Criteria requirements e Key Themes column If you believe an observation may be related to a key theme check the box in this column Save Your Work Always save your work by clicking the Save icon on the menu bar Item Scon9 ranci Faonbet G Geotebook Naviqator em Eeakustinn 2 Fl Them 2 2 Scoring Click om the numbered white cells to set a score ROT 2 0 Final Score Overall Key Factors Strengihs Gaps amp OF is Feed Back heady Comments 0 0 nee ped Dee OD sayy D G0 Rey 210 aiey Factor 0 5 10 25 20 45 po pi 7i 90 100 apprnach ha pribemal aporaach The beginning of a epaternahe An glean yards n Seine iinet approach an fective aatemaic appeeach An glicine ayom aepreach fully Meri o ring iS aeeroeck te the basic SOOPDCA FEEDOnSrse ba the bane PEIESANVE to the overs response to ihe multiple equeenents respessive to Che mules requirereerts of vidni ieee i nigua te cf tha ham
8. hit that Save icon Gaps Panel This panel captures gaps between Criteria requirements and the processes or results described in an application As with other sections of the scorebook you ll input data into the Gaps Panel by clicking a field Use the field in the first column Gap to describe the gap Use the Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 11 reserved field in the second column Why Significant to explain why the gap matters This is often related to one of the applicant s key factors Save Your Work Always save your work after inputting gaps data by clicking the Save icon on the menu bar Optional Overall Item Notes Panel Use the space in this panel to capture a critical thought that relates to your assessment of the overall Items These could include key themes ideas notes on linkages to other worksheets or possible site visit issues It also is a place to record expected results The Overall Item Notes Panel is NOT intended to be used to capture the full set of comments for the Item or key themes Item Scoring Panel The primary purpose of this panel is to provide a scoring grid that you will use to e Determine the score for each evaluation factor e Determine a holistic scoring range e Determine a percent score that is a multiple of five Using the data you entered the Scorebook Navigator software will automatically calculate t
9. i rAguiamanbt of h b z8 faquiremacts of tha tam i ewiderd cf iha itam at aeudare the ikam ie ayidant nagiha evaierd owen Depiowment ie or mo deployment iha approach is in the eachy The aporoech m deplowed The epproach is well deployed The aporcech is well deploped with no The seoroech is full r ranya without ny e irah maii Egat af dapisyrnant if mait Athini ugk ama BAAT oF wari AEh igh deployment may wary in ergndicack gape Bgnhcant gapt i a FRAG r wark unia oper th Bit derni enced oF mrk unia wihebets wiy oro ii ihe cach slegge of feng sted o work umia pregresse in achieving Gre bak ac poe catch hue i of the Herm Lanna An impresariat Earby taget of a raretion fram The beginning of a epebemate fee based eypttematic evaluation Fart haded yiiemenc evaluation and Fac bated ttieriaie evaluator And erenioben nat ondent reaching lo problems te a approach te evaluaben and and margir rotted aad seme mproverntst gmd orgamcetonal learning enprov renner and A bearren improvement is general ORE improvenvent of key processes i organizational learning including inckading innovation are key thrawgh innovation are key organizeiion Schersed through Anta bert evden maar Are m place for improving management tooled there m char i baaki refmameri and enya reacting to problems the effimency and effectiveness of key evedlerce ot refinement as a result of backed by analysis and sharing are processes eogerumabend lawel acabsis and sharing evi
10. COLE DOO IG arpi a a useaaewabameancneasime es 22 COMING FACOS naa dual axa nando aes 22 SVS EMUS GE a a nduahete arity an eeaneaie 22 System USE By MOnt ivinnSes4 cin ous enea Aae 22 Criteria Item R POrts cccccccccccccceccceeeeeeceeeeeeeeeeseeeeeeeeeseaaaeeeeeesssaenaeses 23 REDO OUPO a pia uuar eeu neeatuaeenanaiteaeaunaiene 23 Finishing Stage 1 Independent ReVIeW cccceeeeeseeeeeeeeees 24 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved Chapter Getting Started Excellence to facilitate the evaluation process for state level Baldrige program examiners T he Scorebook Navigator software was licensed by the Alliance for Performance The software will help you organize and share your findings It will streamline both independent review and the consensus process No more cumbersome scorebooks in MS Word to download No more flipping through Key Factors Worksheets Less paper As with all software applications Scorebook Navigator is a work in progress Please help us continue the improvement cycle by contacting your Award Program Staff with the OF Is and best practices that you encounter Browser Requirements This software has been designed to work with Microsofts Internet Explorer IB Firefox and Safari If you use another browser some of the features may not work properly Firefox is the recommended browser to use with a Mac 1 Copyright
11. ade up of two important components the Item Field and the evaluation sections You can access the Item Evaluation Screen by clicking the Item Evaluation Tab on the menu bar after you open your scorebook reas Li Serice Leadership 0 aia H HarTrKEDE Eey Factor References EF Ref KF Cat 4 1 Most significant key factors KP 4 fer t i sevin YIUUP 3 Education zuvs u g in a a p Item 1 1 Senior Leadership 0 Strengths List soproximetely of the maai im T 0 Bhrengths i z k Gaps fls List approximately 6 of the most important Strengths and Gaps OF1s for this Item in order of their importance to the i m nee Ani ae i a y al Ot tt i me 0 a il Gaps amp OF DS As Evidenced By ap Lgm ri 1 r 3 Feedback Ready Comments List one strength and ome OFI il T x tt 4 oe i it Type Double Comment p T 1 Strength FIGURE 9 This is the 2010 Item Evaluation Screen Note the location of the Item Field detail and the evaluation sections left The Item Field is a drop down menu that allows the examiner to select the Item being evaluated The evaluation section is composed of five panels that you will use to complete each Item in your evaluation e Key Factor References e Strengths e Feedback Ready Comments e Scoring Let s take a closer look at each of these panels Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all righ
12. ade up of two important components the Item Field and the evaluation sections You can access the Item Evaluation Screen by clicking the Item Evaluation Tab on the menu bar after you open your scorebook Jennifer Frazier if Scorebook TN Center for Performance Excellence i Navigator 5 27 2009 Resources Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports My Account z aq i TNCPE 2009 pre work group 3 Education 2009 10 Item 1 1 Senior Leadership 0 Key Factor References C T ES E C KF Ref KF Cat 4 6 Most significant key factors gt vevin YEUUP JJ Education zuuy u Item 1 1 Senior Leadership 0 aon fh WYN Evaluation Factors Process Approach Item Process KF Approach Deployment Improvements Integration T Ref Ref 1 2 3 Gaps Were any Criteria requirements or relevant key factors not addressed H T T g EE E 0 Item Ref Gap Why Significant T 1 2 aoe S S es es is fe ae S fae ae FIGURE 6 This is the 2007 Item Evaluation Screen Note the location of the Item Field detail and the evaluation sections left The Item Field is a drop down menu that allows the examiner to select the Item being evaluated The evaluation section is composed of five panels that you will use to complete each Item in your evaluation e Key Factor References e Evaluation Factors e Gaps e Overall Item Notes e Scori
13. ames Walker fis 7 Scorebook Webinar Shaw TH Navigator 2 18 2010 Resources Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports Setup My Account abc A NovelConnect GH Business NFP 2008 v 8 Q ogag Process Process Results Results T What are the most important strengths or outstanding practices of potential Strengths 5 OFIs 6 Strengths 0 OFIs 0 value to other organizations identified A Themes Strengths PADIIs 5 amp Notes 0 for Process Strengths Items f Process 2 To Themes 1 Key To Themes Append No evidence of improvema Integration Integrations with SPP MAP Triple Ms 4 1a 2 Triple M pro e Deployment Unclear how fully de e Improvements No evidence ofimpro Integration Incorporated into the 4 1a 3 2 Process Results of reviews translated by the STL member into performance opportunities should they be needed cascade any revised plans to their areas of responsibility and to suppliers if necessary e Approach Process for translating review findings into action plans is unclear and appears to rely on the SLT member Process e Deployment Metrics kept current duringmonthly Tri by the SLT Unclear how deployed to all e Approach affected groups Approach appears to be consiste d as part of the Improvements Triple M processes No evidence of improvement cycles Integration Tied to MAP SPPand Tr
14. at has already been copied over Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 21 reserved Reports Screen The Scorebook Navigator can output a set of reports that will help you manage and evaluate your work Click the Reports Tab to open the Reports Screen Use the Select a Report drop down menu to choose the report that you would like to view You have several options Action Items This is the complete task list of action items that you have developed during the evaluation process Key Factor References This report is a listing of all of the key factors the number of times each key factor is mentioned and a summary matrix listing the totals of factors by Criteria Item and their associated scored points Key Factors This is a listing of the key factors organized by Organizational Profile categories Key Themes This report lists your key themes the applicant s most important strengths OF Is and results Score Summary This report details the scoring description table along with a table of the possible score the score percentage and the calculated score by Criteria Item Scorebook This is a printer friendly version of the completed scorebook Print in parts or in its entirety Scoring Factors This report gives the total strengths and OFIs by scoring factor along with a table showing the distribution of strengths and OFIs by category Criteria Item Syst
15. cne a aa anaia 10 Gaps Pane iieo S eee eee 11 Optional Overall Item Notes Panel cccccccccccceeessssseeeeeeeeeessaeeeeeeeees 12 Herm Sconng Panekleroisinia a a aeeeast esata 12 tem Evaluation Screen Tipo ranne a ea 12 If your program is using the 2007 Baldrige Process skip to page ND E A AAN AA N E EEEE E EE E EE E E T AE 14 Item Evaluation Screen 2010 Baldrige Process ccceceeeees 14 Key Factors References Panel ccccccssseecceeeeeceesseeceeeseeesenseeeseneeeees 15 Strengths Gaps amp OFIS S CtIONS ccccccccceeseseeeeeeeeeeeeseaeeeeeeeeeeeeesaeeees 15 Feedback Ready COMMENDS ccccccccsssssesecceeeeeeaeeseeeeeeeeeseeeeeeeeeeeeeaaas 16 IRENA SS COMM Fanerdun a shee dhe dateled cater 17 Item Evaluation Screen Tips arinac aa a 18 Key themes SClEC ca ccaintoectasessocte stones antaastasiaassouncoentacncectocs ees 19 Observations Column Screen Tabs cccccccseeeeceeeceeeeeeeeeeeeeeeeesaaees 19 Key Themes Screen Manipulation Buttons cccccccceeeesseeeeeeeeeeeeeaes 20 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved Capturing Key Themes aeee AE 21 Repons SClCS Piesiine 22 Acom Hem Scan AEA A 22 Key FaClorHelerenCe sreci a E EE 22 KOV FACIO aosi a aa a a a ae 22 Key TNOMEGS cccccccccccssscecceeseeeceeseeeceuseeeceuseeessaeeecsaueeeeseeeessaseesssaeeeenss 22 1016 e 10 60 85 A EE E E eae ee 22
16. corebook printouts You will turn one in to your Award Program The second will be used during class exercises If you are completing independent review for an actual award applicant F a Return to the Scorebooks Screen Check the Done box to notify your team leader that you finished your independent review Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved 24
17. dent theugbtut che Grgatabon Integratian Ha ie The en is aligned wih The approach i in the sary pha meni sent with The approach is drte n pia marosi a maoa with alig 4 vid k Sther arai of m rk urea ahagea of alignment wth baie gan mise i Gegaj needa it erganhaenal r Ae m Pep aioe ee OF work pilin through joint problem rganzaheesl needs identfesd in sila a re rpanaavena Profile response bo the pecs eae Profile and te the Organizational a aed oiher nite oparata eohang herpes ba ha E Orgarazetig onal snd athar Procase t ma thar Fracasa jt m Procart Phang ndeperchent hy Profile ond other Proceaa Beira peal Te F 10 25 30 45 Seth tad Vie 70 05 90 10 0 5 10 39 10 45 S0 05 7 258 20 1005 mam 1 1 o s5 450 8S 3 4 45 50 55 60 EE 7 75 a0 a5 00 35 100 HAFrt20HE0 Qadiani Catig Welinat Progen Sappart Tarn Of Ure Lage hetee Privacy Morea The primary purpose of this panel is to provide a scoring grid that you will use to e Determine a holistic scoring range click the lower box containing the selected range e Determine a percent score that is a multiple of five click the box with the score Using the data you entered the Scorebook Navigator software will automatically calculate the score and enter it on the score summary page It also will provide the number of key factors that were used and determine the number of evaluation factors that are significant and or related to key themes Copyright 2010 Shaw Reso
18. ding OFI Alert Under the Assignment column next to your pre work assignment you are instructed to check the Done box when you finish After you click the done box you will be asked to confirm While this box is checked no further changes can be made to your scorebook If the team has not been moved into the next step of the process you can reclick the Done box and restore your ability to make changes All team members must click Done before the software allows the team to move forward If your scorebook does not appear on the Scorebooks Screen or fails to open when you Click the link please contact your Award Program Staff Chapter Stage 1 Independent Review ow that you re set up in the system you can familiarize yourself with the Scorebook Navigator These instructions will take you through some of the features and get you ready to begin your independent review Scorebooks Screen amp Menu Bar At the top of each page in the Scorebook Navigator you ll see a menu bar that includes these tabs e Sign Out e Scorebooks e Key Factors e Item Evaluation e Key Themes e Reports e My Account Jennifer Frazier if Scorebook TN Center for Performance Excellence Navigator 5 22 2009 Resources panization Self Assessment Tool Sign Out Scorebooks My Account corebooks corebook Assignment ja Start Date Due Done Scored Points Date Topics tage 1 NCPE 2009 pre work 1923 Complete individua
19. eck mark in the box next to the relevant key factors Hover your mouse over the Item number to see the key factor text e Columns Click on this box if the finding is very significant to the applicant e Strength Gaps amp OFI columns Enter your findings as a brief statement of an approach Findings should represent the response of the applicant to the criteria given its Key Factors e As Evidenced by Give the evidence from the application that supports the finding e A D L I columns Click on the box for each evaluation factor that applies to the finding e Item Ref column The appropriate Item reference from the Criteria is checked on the Evaluation Factors Panel Hover your mouse over the Item to reference the Criteria requirements e Key Themes column If you believe an observation may be related to a key theme check the box in this column Save Your Work Save save save We know we say it a lot Any time you add or alter text in the Item Evaluation Panel hit that Save icon Feedback Ready Comments Choose one strength finding and one OFI finding and write a feedback ready comment for each Each strength or OFI should include specific Criteria language language that refers to the Criteria requirement being addressed the applicant s terminology examples and figure numbers language that refers to the approach or results given in the applicant s response to Criteria questions evaluation
20. em Usage This report tracks how much time you ve spent on an application It also illustrates which sections of the application you ve worked on It s broken down into two different time periods the last 24 hours and seven days System Use by Month Similar to the System Usage Report this report tracks how much time you ve spent on an application by month Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 22 reserved Criteria Item Reports The examiner has the ability to select a specific Item and obtain its completed evaluation description Report Output After opening a report use the report icon to export to Word PDF or a k Excel or the icon to print Export to POF Excel amp Word Print 2ooam Search id 4 fa ofa P Fi a 100 Find Next le he FIGURE 13 The Reports Screen features a drop down menu of reports When you open a report you will have access to a menu that allows you to choose how you want to output your report Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 23 reserved Finishing Stage 1 Independent Review The final steps of Stage 1 Independent Review are simple If you are completing pre work 1 2 Export your scorebook to Word Print two copies of the Word version of your pre work scorebook to take to examiner training Please don t duplex double side print these s
21. he score and enter it on the score summary page It also will provide the number of key factors that were used and determine the number of evaluation factors that are significant and or related to key themes Item Evaluation Screen Tips On the Item Evaluation Screen you ll notice two new icons on the top left portion of the menu bar Collapse Panel Open Panel eq of Create bold text Highlight the text you want to bold and l click the exclamation point icon Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 12 reserved You ll find that the Collapse Panel and Open Panel icons are handy as you work through the Item evaluation steps especially when the fields start filling up with content Collapsing panels will create a more user friendly interface allowing you to focus on one evaluation section at a time And no matter where you re working in the scorebook make a habit of clicking the Save icon whenever you input data Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 13 reserved This is the top portion of the evaluation section on the Item Evaluation Screen It continues as you scroll down the page If your program is using the 2007 Baldrige Process skip to page 19 Item Evaluation Screen 2010 Baldrige Process The Item Evaluation Screen records your analysis of the applicant s response for each Item It s m
22. ion of the scorebook The first time you open your scorebook the Key Factors Screen will appear You can also access the Key Factors Screen by clicking Key Factors on the menu bat Sign Out Scorehooks Key Pacters Ilem Evaluation Key Ther Pty Accour TNCPE test 1 Gducation 2009 10 e ea a Samen JAKT Key Factor _ yeuucaliOon UUY LU J Key Factor Category P 1a Organizational Environment 2 FIGURE 5 Use the Key Factors Screen to document the applicant s key factors Note the drop down menu that allows you to record key factors according to the Organizational Profile s Areas to Address categories Key Factors Fields The lines you see on the screen are data entry fields Use them to record key factors After you enter your first key factor click on the field below to add the next one Save Frequently Its important to click the Save icon before leaving the Key Factors Screen You must save before you move to another area on the Key Factors Screen and before clicking any other tab Otherwise your work will NOT be saved In addition since the data is saved using the internet there are many ways to lose your connection to the database When this occurs any information you have entered into your scorebook since the last time you saved will be lost The Scorebook Navigator has a Save Reminder feature After working on a page for a fixed time 5 minutes is the default the white lines bet
23. iple M Append GOK Tt Zo J e Deployment Unclear how fully deployed the process i 2 To Themes 1 Key To Themes lt lt FIGURE 12 The buttons at the bottom of the Key Factors Screen will help you transfer your Item observations into the Key Themes column The three screen manipulation buttons detailed here allow you to view the columns by themselves ot in side by side format Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 20 reserved Capturing Key Themes To create or edit key themes click on any row in the right hand column to open a text field Use your Item observations listed in the left hand Observations column as your primary resource as you write key themes There are two ways to transfer Observation column content to the Key Themes column e Copy and paste text from your list of observations in the left hand column to the right OR e Highlight the text and transfer your selected content with the buttons at the bottom of the screen To Themes only transfers processes that include significant bold observations Key To Themes only copies processes that were tagged as key themes The Append button is used to add your selected content to a Key Theme you have already transferred There s an added benefit to using the Scorebook Navigator buttons to transfer your observations the software will not duplicate content th
24. l review When finished check 45 21 2009 O 0 18 0 1000 1roup 3 Done on your Scorebook page NCPE test 1 Jennifer 1837 Complete individual review When finished check Qo Vv 1 18 4 1000 azier Done on your Scorebook page Questions Contact TN Center for Performance Excellence Program Support Terms Of Use Legal Notice Privacy Notice yright 2006 2009 Shai sour g ht 2006 2009 Shaw Resources All rights reserved FIGURE 2 Scorebooks Screen and detail of menu bar 4 Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights reserved Access your scorebook From the Scorebooks Screen you ll be able to access the scorebook that you will fill in as you complete your assignment A nice feature of the software is that this scorebook automatically corresponds with the Criteria you need for your evaluation Business Education or Healthcare Click the blue highlighted text to open your scorebook Scorebook ce eee shaw _ TUE Navigator Resources Organization Self Assessment Tool My Account Scorebooks Scorebook Criteria Start Date Due Done Scored Points Date Topics Stage 1 TNCPE 2009 pre work 1923 Complete individual review When finished check Education 05 21 2009 E 0 18 0 1000 group 3 Done on your Scorebook page 2009 10 TNCPE test 1 Jennifer 1837 Complete individual review When finished check Education 05 11 2009 Vv 1 18 4 1000 Frazier Done on yo
25. ld Opens the data entry field in a new window for improved viewing Print Preview Creates a Delete Row Deletes row Q printer friendly version of what of text in a data entry field you see on the screen you re working on Display the Criteria This tool i Move Row Up Moves up 4 displays the Criteria assigned to a row of text in a data entry your scorebook If needed field wording from the Criteria can be copied and pasted into the data entry fields you will fill out Display the Application If JI Move Row Down Moves implemented by your Award down a row of text in a data Program this tool will display a entry field copy of your application Not all programs implement this feature action items that need resolution or discussion It includes some handy tools that can help you fill out the fields like a calendar for determining due dates and a drop down menu you can use to tag action items as close open or parking lot C Record notes and action items This screen can be used as a log of Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 6 reserved Use these Key Factors Fields to type in each Key Factor Key Factors Screen Your first step of independent review is to draft a list of key factors The Key Factors Screen allows you to document key factors which will later be linked to your Item evaluation as you complete that port
26. ng Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 9 reserved After you click the Save icon the key factor Organizational Profile Area to Address number that corresponds with your Key Factor selection appears here Pick the appropriate key factor from the drop down menu that appears when you click on a field in this column Let s take a closer look at each of these panels Key Factors References Panel The Key Factors References Panel helps you identify and record the four to six key factors that you will use to evaluate your applicant for each Item To use it click on an empty field under the four to six key factors KF for this Item column A drop down menu will appear with the list of inputted key factors Select the key factor that applies Only the first line of the key factor will appear in this dropdown the full key factor will appear after selection You can select any key factor that you believe is relevant to the Criteria Item requirements abc Item 1 1 Senior Leadership 40 V au Q Key Factor References Dl T E E C F Ref KF Cat 4 6 Most significant key factors KFs for this Item P 2b 1 Key Bee a Ensure that food reaches those most in maik when they need it most 2 Optimize human resources and partnership zi f segments and requirements e Customers member agencies timeliness quality variety quantity of food cc
27. ood insecure persons seasonal needs school migrant Hispanic and Hmong populations de Item Paa i A volunteers acquire warehouse transport and distribute food to the food insecure through partnerships with 58 mem Ref j Dutcomes 1 1 1a 1 Settind f 7 n nnn nnn nnn nnn nnn nn nn nnn nnn nnn nnn nnn nnn nnn nnn nnnnn nn nnn nnn nnn n nnn e ne eee es eplo 1 Ensure that food reaches those most in need when they need it most 2 Optimize human resources and partnership test ty ty metropolitan statistical area MSA population of 500 000 with 75 000 client contacts annually 8 of population lt 5 years and competitive data sources FBA national comparisons FBA state comparisons Assistance Now Finder collaborative FBLC bort 6 639 400 including food value Total Expenses 6 553 200 including food value 86 200 carry over 1 Pick the appropriate key He DHFS HHS US Dept of Labor food saftey and training of employees employee certification compliance witt factor from the drop down menu that appears when you yenmen 1 1 1 1 ith a meal repackaging facility that distributes food pallets food boxes repackaged meals and grocery items to m click on a field In this ommunity based food bank and is dedicated to feeding the hungry residents of its communities Vision Iowa s he column ed Des Couers Knowles Bountiful and Peaceful all urban areas Peaceful has Hmong and
28. s The Item Evaluation process options are based on the 2007 Baldrige process and the 2010 Baldrige Process These options will be discussed later in this manual Your Award Program will decide between two options for Key Factor consolidation prior to Item Evaluation or after Item Evaluation If Key Factor consolidation is to occur prior to Item Evaluation the scorebook you find on your assignment page will not provide access to the Item Evaluation function described below If Key Factor consolidation is to occur after Item Evaluation is complete your scorebook will allow access to the Key Factor function and to the Item Evaluation function In either case when the Key Factor consolidation occurs a single examiner perhaps the team lead will be assigned to create the consolidated list After the consolidated list is finalized a consensus process may be used to achieve this finalization the consolidated list will be available in the scorebook for the team s use Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 8 reserved This is the top portion of the evaluation section on the Item Evaluation Screen It continues as you scroll down the page If your program is using the 2010 Baldrige Process skip to Page 14 Item Evaluation Screen 2007 Baldrige Process The Item Evaluation Screen records your analysis of the applicant s response for each Item It s m
29. s Peaceful has Hmong and Hispanic population nteers acquire warehouse transport and distribute food to the fos insecure through partnerships with 58 z enior Leaders now pos iri of the day in the break room and engages employees and volunteers in discussion FIGURE 7 The Key Factors Field will automatically populate with the key factor you picked from the drop down menu Also note the key factor Organizational Profile Area to Address number that applies to your selection will appear in the KF Cat column after you click the Save icon The number that follows the Area to Address number is the row number of the key factor thus each key factor has a unique identifier number Save your work Be sure to click the Save icon after each key factor reference entry Evaluation Factors Panel This section captures the ADLI Approach Deployment Learning Integration evaluation factors for the processes described by the applicant for each Item As with other sections of the scorebook you ll input data by clicking a field The panel is divided into columns Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 10 reserved e Item Ref column The appropriate Item reference from the Criteria is checked on the Evaluation Factors Panel Hover your mouse over the Item to reference the Criteria requirements e Process column Copy and paste the question you are evaluating from
30. t Expiry HEB ER EU Hide Learga F Miscellaneous Mn lowed Practice Scorehocke 40 7 Menage Hane Remaining radice Scorebooks 5 Weer Dnwrenmans Droeger Capgbelitens Do Net Show Key Fagor Alerta Save Alert Time Spar Reqaures logging out 5 arubes FIGURE 1 My Account Screen 1 Click Browser Capabilities bottom right to determine if any of your browser settings need to be changed Click the back arrow on your browser to return to the My Account Screen 2 Add or correct your contact information 3 There is a save reminder feature that will remind you to save your work after a set time without a save The default is 5 minutes but this can be modified to 10 15 or 20 minutes using the drop down box in the lower left of the My Account page The drop down also allows you to turn the save alert feature off 4 There is an additional selection on this page that allows you to turn off Key Factor alerts These alerts remind you that deletion of a key factor from the key factor list will also delete it from the Item Evaluation pages Turning this alert off is particularly useful for the team member who is consolidating key factors 5 Click the Save button at the bottom of the screen to record your changes Find Your Scorebook To access your assignment please click on the Scorebooks Tab found on the menu bar see page 4 Once open you will see a link to your assignment under the Scorebooks column hea
31. the Criteria requirements window that opens when you hover over an Item or type in a summary e KF Ref column Use this column to identify the applicable key factors by putting a check mark in the box next to the relevant key factors Hover your mouse over the Item number to see the key factor text e Approach Deployment Improvements Learning Integration columns Use these four columns to provide your observations of ADLI for the process Leave no empty cells if one of the elements is missing say so Use to identify potential strengths and to identify potential OF Is Speaking of OFIs The Baldrige Program on which the software is based refers to the third evaluation factor on this page as Improvements rather than Learning However the evaluation factors are ADLI with L standing for Learning Because of this we will continue to refer to it as ADLT throughout this manual and the rest of your pre work materials In the ADLI columns identify observations that are particularly significant with bold faced type Activate bold face type by highlighting the text you want to bold and selecting the P icon on the menu bar e Key Themes column If you believe an observation may be related to a key theme check the box in this column Save Your Work Save save save We know we say it a lot Any time you add or alter text in the Item Evaluation Panel
32. ts 14 reserved Key Factors References Panel The Key Factors References Panel helps you identify and record the four to six key factors that you will use to evaluate your applicant for each Item To use it click on an empty field under the four to six key factors KF for this Item column A drop down menu will appear with the list of inputted key factors Select the key factor that applies Only the first line of the key factor will appear in this dropdown the full key factor will appear after selection You can select any key factor that you believe is relevant to the Criteria Item requirements j abe Item 1 1 Senior Leadership 40 V Pa Q After you click the Save _ Key Factor References GOArRMEO icon the key factor F Ref KF Cat 4 6 Most significant key factors KFs for this Item 5 P 2b 1 Key Sat m Ensure that food reaches those most in need when they need it most 2 Optimize human resources and partnership v Organizational Profile amp i Masa a iiai g P 1a 2 Area to Address nu mber P 1a 10 f segments and requirements e Customers member agencies timeliness sacar id itl ar of food cc i P tafii bs of temporarily food insecure persons seasonal needs school migrant Hispanic and Hmong populations dc that corresponds with your Key Factor selection ao a f aE ee Comparative 3J appears here Evaluation Factors Proc four major Key chanay g groups of temporarily f
33. ur Scorebook page 2009 10 Copy An Example Scorebook Select An Example Scorebook TNE OK FIGURE 3 Accessing your scorebook is easy Just click the appropriate link in the Scorebook column Scorebook Navigator Tools At the top of the Key Factors Item Evaluation and Key Themes Screens you ll see a series of symbols These are tools that will help you write your evaluation You will probably be familiar with some of these tools as they re similar to features included in wotd processing softwate TM Jennifer Frazier Scorebook TN Center for Performance Excellence Shaw L Navigator 5 13 2009 Resources Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation GE haw Resources Logo M Accoun TNCPE test 1 Education 2009 10 Vs admao yoo i Le J Q i it tain to P 1a Organizational Environment FIGURE 4 A toolbox of helpful icons will help you write your evaluation Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 5 reserved Glossary of Tools abe Spell Check The spell check I Save This icon is your best will only review what is included JE friend Click it frequently to on the open screen it will not save your work The icon check spelling for the entire will turn red if the Save evaluation Reminder time has expired A Find amp Replace Text This Q Pop out data entry area Re works like the MS Word tool Fie
34. urces and The Alliance for Performance Excellence all rights 17 reserved item Evaluation Screen Tips On the Item Evaluation Screen you ll notice two new icons on the top left portion of the menu bar Collapse Panel Open Panel eq of You ll find that the Collapse Panel and Open Panel icons are handy as you work through the Item evaluation steps especially when the fields start filling up with content Collapsing panels will create a more user friendly interface allowing you to focus on one evaluation section at a time And no matter where you re working in the scorebook make a habit of clicking the Save icon whenever you input data Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights 18 reserved Key Themes Screen The Key Themes Screen allows the examiner to document the most important streneths or outstanding practices of potential value to the applicant organization A Note on Key Themes Your Award Program will define expectations for the creation of Key Themes at each stage of the examination The Key Themes Screen is divided into two columns The Observations column on the left and the Themes Strengths column on the right 6 a y https scorebook baldrigepe org Key_Themes aspx v 4 X AHCA Pial em OK File Edit View Favorites Tools Help We Be windows Live Hotmail Scorebook Navigator X fa d E Page
35. ween rows and columns will briefly flash blue and the Save Icon will turn red You can continue to work while the icon is red but should save as soon as practical On the My Account page in the lower left corner you can adjust the reminder time to 5 10 15 or 20 minutes you can also turn the reminder off Save Frequently Copyright 2010 Shaw Resources and The Alliance for Performance Excellence all rights F reserved Key Factors Areas to Address A drop down menu on the screen highlighted in Figure 5 allows you to record key factors according to the Organizational Profile s Areas to Address The menu options are e P la Organizational Environment e P 1b Organizational Relationships e P 2a Competitive Environment e P 2b Strategic Context e P 2c Performance Improvement System Key Factors Screen Tips As long as you save your work you can return to any of your key factors to edit or add information prior to clicking the Done box on the Scorebook Page Process Flow Variations The Scorebook Navigator software provides several process flow options Your Award Program Staff will choose the option to be employed for your examination The process flow variations concern the consolidation of Key Factors and two Item Evaluation processes Key Factor consolidation combines the key factor lists generated by each examiner into one list that will be used by the team for the remainder of the examination proces
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