Self-Assessment to Improve Your Organization

What Is Performance Excellence?

The term “Performance Excellence®” refers to an integrated approach to organizational performance management that results in

  • Delivery of increasing value to customers and stakeholders, contributing to organizational sustainability
  • Improvement of overall organizational effectiveness and capabilities
  • Organizational and personal learning

What Is a Baldrige Self-Assessment?

A Baldrige self-assessment helps organizations assess whether they are developing and deploying a sound, balanced and systematic approach for running their organization. Whether your organization is large or small, and no matter your industry or sector, you can use the Baldrige Excellence Framework® and Criteria to conduct a self-assessment of your organization. It provides a way to evaluate how well your organization is meeting its goals and objectives. Organizations use it to evaluate their processes and their impact on results. Learn about the Impact of Baldrige.

You Can Customize it–Self-assessments are flexible and can be customized to meet your improvement objectives.

Why Should Organizations Self-Assess?

Organizations self-assess to reveal strengths to build and opportunities to improve and implement action plans. Many reasons can underlie the need for a Baldrige self-assessment

  • Customers, competitors, or budget are driving the need to change
  • Environment is changing
  • Organization is among the best, and you want to keep it that way

Benefits of Self-Assessing

  • Identify successes and opportunities for improvement
  • Jump-start a change initiative
  • Energize improvement initiatives
  • Energize the workforce
  • Focus your organization on common goals
  • Assess performance against the competition
  • Align resources with strategic objectives

Getting Started with Baldrige

A Baldrige-based self-assessment helps your organization improve and succeed. Get started today!

Introduce the Baldrige Excellence Framework® and its Criteria for Performance Excellence® to your organization. Your organization’s experience with the Baldrige framework will help you decide where to begin.

Beginners

Are We Making Progress? and Are We Making Progress as Leaders? 
Two questionnaires that will introduce the seven Baldrige Criteria categories to your organization and help you quickly identify strengths and opportunities for improvement.

Are We Making Progress? 

The following link will direct you to a copy of this questionnaire: https://www.nist.gov/baldrige/self-assessing/improvement-tools/are-we-making-progress

Deploying your organization’s strategy can be much more difficult than developing it. Based on the Baldrige Excellence Framework, this easy-to-use questionnaire and performance measurement tool will help you:

Are We Making Progress as Leaders?

The following link will direct you to a copy of this questionnaire: https://www.nist.gov/document/are-we-making-progress-leaders-pdf 

Deploying your organization’s strategy can be much more difficult than developing it. Based on the Baldrige Excellence Framework, this easy-to-use questionnaire and performance measurement tool will help you:

Use these summaries of responses from members of the Board of Examiners for the Baldrige Award to:

  • Compare your organization’s progress toward performance excellence with that of others in the business, education, health care, and nonprofit sectors
  • Help you set priorities for performance improvement

EasyInsight: Take a First Step toward a Baldrige Self-Assessment

Online survey helps identify gaps in understanding your organization and allows you to compare your organization to others.

Create the Organizational Profile

  • First step in a full self-assessment against the Baldrige Criteria for Performance Excellence®.

Are You a Role-Model Leader?

Assess yourself and your leadership team against these role-model leadership attributes and behaviors. What are the key attributes and behaviors for a role-model, visionary leader?
The attributes and behaviors below are based on the Baldrige Excellence Framework Core Values and Concepts.

  • How does your leadership team perform relative to these attributes and behaviors? 
  • Do the members of the team complement each other’s abilities, so that all the appropriate attributes are covered? 
  • Do your team members collaborate to make sure that employees, customers, and partners are treated fairly, respecting their diversity, and with respect?

Foundations for a Successful Business

Foundations for a Successful Business helps your organization identify and leverage strengths and prepare to face challenges. This improvement tool describes organizational success in seven fundamental areas that apply to any corporation, nonprofit, government, or academic institution. 

Beginners to Intermediate

Purchase the Baldrige Excellence Framework®

Answer the 17 Criteria Item Title questions to reach a basic understanding of the Criteria for Performance Excellence® and your organization’s performance.

Baldrige Excellence Builder® 

Use the Baldrige Excellence Builder®, an abridged version of the Baldrige Excellence Framework®, to answer key questions for improving your organization’s performance.

Ready to Conduct a Full Self-Assessment

Purchase the Baldrige Excellence Framework® (includes the Criteria for Performance Excellence®)

If your organization has some experience with the Baldrige Excellence Framework® or has completed smaller-scale assessments, you may be ready to conduct a full self-assessment using the seven categories of the Baldrige Excellence Framework’s Criteria for Performance Excellence®. Below are seven basic steps for conducting a full self-assessment. We encourage you to modify this process to meet your own organizational needs.

Step 1.  Identify the boundaries/scope of the assessment

The self-assessment might cover the entire organization, a subunit, a division, or a department.

Step 2.  Select a Team of Champions

Then select seven champions, one for each category in the Baldrige Excellence Builder® or Criteria. These champions each lead a team in preparing responses to the questions in a Criteria Category. If they have not already done so, have the champions prepare an Organizational Profile describing your organization and its challenges.

Step 3.  Select Category teams, and collect data and information to answer the questions

The champions select Category teams, and the teams collect information and data in response to the questions in their respective Categories.

Step 4.  Share the answers to the questions among the Category teams

In sharing the answers, the Category teams identify common themes.

Step 5.  Create and communicate an action plan for improvement

Each Category team creates and communicates an action plan for improvement based on their answers and organizational priorities. The Self-Analysis Worksheet can help your Category teams identify strengths and opportunities, set priorities, and develop action plans.

Step 6.  Evaluate the self-assessment process, and identify possible improvements

Senior leaders, champions, and teams evaluate the self-assessment and think about ways to improve it. 

Step 7.  Contact Your Alliance for Performance Excellence Program

Baldrige-based programs that are members of the nationwide Alliance for Performance Excellence network offer assessments against the Baldrige Criteria for Performance Excellence® and provide other services to organizations that are striving to improve their performance, earn recognition as they progress along their improvement journeys, and ultimately achieve the levels of performance necessary to compete for the national award.

Begin your organization’s full self-assessment today!

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