application workshop session one april 26 2011 n.
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Application Workshop – Session One April 26, 2011. Workshop Agenda. Introduction Series Overview Criteria Overview “Work Process” Understanding the Organizational Profile Interim “Assignment” Q&A. Sponsors. Series Overview. Series Objectives. Each team:

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workshop agenda
Workshop Agenda
  • Introduction
  • Series Overview
  • Criteria Overview
  • “Work Process”
  • Understanding the Organizational Profile
  • Interim “Assignment”
  • Q&A
series objectives
Series Objectives
  • Each team:
    • Develops a working knowledge of the award criteria “system” and requirements
    • Assesses their organization’s approach, deployment and associated results for each criteria item
    • Documents the self-assessment findings – both description and data
    • Converts self-assessment findings to application-ready narrative/presentation for submission of ONE application by July 15, 2011
criteria characteristics
Criteria Characteristics
  • Objective, non-prescriptive
  • Dynamic
  • Relevant for all sizes and types of organizations
  • Leading edge of proven organizational management practice
criteria overview
Criteria Overview

Organizational Profile

Who are our customers? What is our Mission? What Values establish how we operate?

What do we want the world we serve to look like (our Vision)?

What is our organization’s area of greatest expertise? What is our biggest challenge to success?



Community Impact

Leadership System

Workforce Engagement



Work System Design

Creating Value

Support Systems

Customer Engagement

Strategic Planning



criteria overview1
Criteria Overview
  • Key Terms
    • Item Level (1.1)
    • Areas to Address (1.1-1)
    • “What” questions, “How” questions
    • System/Process
    • “Key”
    • Results
  • A-D-R Continuum
    • Approach – Deployment - Results
workshop process
Workshop “Process”
  • Leaders introduce key concepts by item (1.1) and areas to address (1.1-1)
  • Questions encouraged
  • One (or more) exercise(s) per item
  • Exercises at “area to address” level
    • Concept introduced
    • Leaders share examples
    • Participants develop bullet-point draft response
    • Sharing/feedback at the tables
    • Volunteer shares their work – Q & A
share food food bank
“Share Food” Food Bank
  • Fictitious organization
  • Source of examples
  • Adapted from 2007 Baldrige training case
  • Examiner summary version of Profile (handout)
1 key characteristics
1. Key Characteristics
  • Programs/service, benefits/impact
    • Categories of services, programs, etc.
    • Impact/benefits - What is this service/program designed to accomplish? How do you measure accomplishment of the desired benefit/impact?
  • Purpose, Vision, Mission and Values
    • Existing statements
    • How do they impact/define your organizational culture?
    • Not required that you have all four – seeking what exists
key characteristics1
Key Characteristics
  • Customers
    • “Key” segments/groups – how do you segment your customers? Any unique characteristics?
    • Programs/services each segment utilizes
    • Benefits/impact customers expect from using your services
    • How do you measure your success at delivering the benefits/impact customers expect?
key characteristics2
Key Characteristics
  • Stakeholder
    • “Key” segments/groups – how do you segment your stakeholders? What are the unique characteristics of each segment?
    • What is the “stake” they have in your organization – their expectations for their relationship with you?
key characteristics3
Key Characteristics
  • Workforce Profile
    • Employees and volunteers
    • Full-time and part-time
    • Key characteristics – education, certification, differently “abled”, other unique requirements
    • Demographics, experience levels, location, etc.
    • Expectations of workforce groups – their expectations – overall and/or by key segments
key characteristics4
Key Characteristics
  • Accreditation, certification, regulatory requirements
    • “Key” is critical
    • Required to operate/sustain operations
    • Unique requirements that impact your organization’s continuing operations – what is the impact, how does it affect your organization?
  • Governance System
    • System structure
    • Key reporting relationships
key characteristics5
Key Characteristics
  • Relationships with agency or foundation funding sources
    • Key relationships only
    • Expectations, reporting requirements – what challenges do these expectations or reporting requirements create?
    • Other unique characteristics
2 competitive environment
2. Competitive Environment
  • Key Competitors
    • Identify at overall or segment level – “key”
    • May be specific organizations, segments of organizations
    • Potential competitors – “key”
    • Direct – (programs/services) and/or indirect (resources – talent, funding, visibility, etc.)
  • Competitive Success Factors
    • Factors that are most critical to customers when they make the choice among competitor’s in your market
    • What makes you successful/provides you an advantage relative to competitors in the marketplace?
    • What are your competitive disadvantages?
competitive environment1
Competitive Environment
  • Competitive and Comparative Data
    • Competitive/comparative data used to better understand your performance
    • Availability/access to the data
2 organizational strategic challenges
2. Organizational/Strategic Challenges
  • Core Competencies
    • 1-2 key capabilities (mission-driven) that are essential to your organization’s ability to fill a community need
    • Must sustain and develop these competencies to promote organizational sustainability
    • May involve technological expertise, unique service offerings, a market niche or particular business knowledge/capability
core competencies share food
Core Competencies – Share Food
  • Food banking – providing the highest quality, required foods at the right time to the right place
  • Within food banking competency, there are three value creation processes
    • Food acquisition
    • Food distribution
    • Coordination of the agency network
table exercise core competencies
Table Exercise – Core Competencies
    • Identify your 1-2 key capabilities (mission-driven) that are essential to your organization’s ability to fill a community need and are essential to promote organizational sustainability
  • 10 minutes
  • Share with your peers for feedback
  • 10 minutes
organizational strategic challenges1
Organizational/Strategic Challenges
  • Strategic Advantages/Challenges (2-3 each)
    • Mission level – few but significant
    • Advantages - relate to core competencies, technology, products, access to resources, operational excellence, capabilities and/or your people that create potential for a sustainable competitive advantage.
    • Challenges - pressures that exert a decisive influence on an organization’s likelihood of future success.
    • Different from operational challenges – those come later
table exercise strategic advantages challenges
Table Exercise – Strategic Advantages/Challenges
  • Identify your 1-3 “key” strategic advantages that lead to the potential for a sustainable competitive advantage for your organization
  • Identify your 1-3 “key” strategic challenges – those pressures that exert a decisive influence on an organization’s likelihood of future success.
  • 10 minutes
  • Share with your peers for feedback
  • 10 minutes
organizational strategic challenges2
Organizational/Strategic Challenges
  • Operational and Human Resource Challenges
    • “Key” challenges (internal operations) that are holding you back or have the potential if unaddressed to cause you to underperform (no more than 2-3)
    • HR Challenges (2-3 key challenges) – constraints you face related to your workforce
    • Possible HR challenges could include access to needed talent, volunteer challenges, capability issues, capacity issues, training requirements, compensation issues, etc.
interim assignment1
Interim Assignment
  • Complete/refine today’s work as a team
  • Identify lingering questions – time set aside in next session for discussion
  • Review criteria for Category 1 - People
additional resources
Additional Resources
    • Glossary
    • Criteria
  • Award Process Team – Marie and Jim