Raising the BarTaking Your Application and Site Visit

to the Next Level

November 17, 2011

Jim SwoffordQuality Systems Manager

MidwayUSA

Deanna HerwaldVP-Quality Management

SystemsMidwayUSA

The Application

Deanna HerwaldVP-Quality Management Systems

MidwayUSA

November 17, 2011

Two Objectives

One – How to approach writing an application

Two – Best practice elements to consider

How to Approach Writing an Application

Getting startedRead the WHOLE bookReview applicationsSelect an authorTreat as a project

Start writingStart with the organizational profileBaby stepsAnswer EVERY questionDon’t leave results to the endAsk for input

How to Approach Writing an Application

Results – nearly ½ the points

Best Practice Elements to Consider

Best Practice Elements to Consider

Results Easy to understand

Best Practice Elements to Consider

Best Practice Elements to Consider

Results Easy to understandPoor performing results

Results – nearly ½ the pointsHighlight important measures

Best Practice Elements to Consider

Figure P.2-2 Company Key MeasuresRank Company Key Measure*

#1 Customer Satisfaction – Overall (Figure 7.2-1) CG: Customer Satisfaction

#2 Company Goals Performance (Figure 7.5-1) CG: Customer, Employee, Vendor and Shareholder

Satisfaction #3 Gross Sales – Overall (Figure 7.3-1)

CG: Shareholder Satisfaction#4 Net Income % of Net Sales (Figure 7.3-2)

CG: Shareholder Satisfaction#5 Earnings Distribution (Figure 7.3-3)

CG: Shareholder Satisfaction#6 Inventory Turns (Figure 7.3-4)

CG: Shareholder Satisfaction#7 Employee Satisfaction and Engagement (Figure 7.4-1)

CG: Employee Satisfaction#8 Vendor Satisfaction (Figure 7.5-2)

CG: Vendor Satisfaction#9 Baldrige Self Score (Figure 7.5-4)

CG: Modern Management Practices#10 Strategic Plan Execution (Figure 7.6-1)

CG: Customer, Employee, Vendor and Shareholder Satisfaction

#11 Donations by Key Community (Figure 7.6-8) CG: Shareholder Satisfaction

#12 % of Customer Orders with NRA Round-Up (Figure 7.6-10) CG: Shareholder Satisfaction

Results – nearly ½ the pointsHighlight important measuresKeep answers conciseSpeak BaldrigeseUse symbols

Best Practice Elements to Consider

Results – nearly ½ the pointsHighlight important measuresKeep answers conciseSpeak BaldrigeseUse symbols

Best Practice Elements to Consider

Keep the questions inExamples, examples, examples

Best Practice Elements to Consider

Performance ExcellenceWrite an

Application

Review and Score the

Application

Identify Opportunities

for Improvement

Implement Improvements

Start Again!

November 17, 2011

Questions?

The Site Visit

Jim SwoffordQuality Systems Manager

MidwayUSA

November 17, 2011

September 2009SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

Sighting in on Strategic Planning Process20

21

Kick Off – SLT, Team Members

22MF, DH, HK develop strategy for category meetings

23Meet with Esprit de corps - $5k budget - $2.50 or less per employee

24

25Cat 5 prep meeting

26

Facility Cleanup Week Sighting in on Policies and Employee Training and Development

27Linda outBurke and Jake on SVAaron out 10/2 – 10/6Larry & Brenda bear hunt 9/28 – 10/11

28Facilities walk through

29

30 October 1

October 2Facilities Judging

October 3

October 2009SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

Sighting in on Voice of the Customer, Customer Complaint Management and Vendor Resource Center

4Larry, Sara, Adam out on hunt

5

6 7

Celebration T-Shirt Distribution

8 9 Physical Inventory

10 Physical InventoryCC Move

Sighting in on Walk-Around QuestionsFinal Inspection Week

11 Physical InventoryCC Move

12 13 14

SOTBCelebration

15

DKSCelebration

16

DKSCelebration

17

Site Visit Week!

Site Visit Coordination Team

• Best if this is the same team that wrote the application

• Site visit manual

Esprit de Corps Team

• Get and keep people excited about site visit

Displays Team

• Ensure consistency and accuracy of all building displays

Facilities Team

• Make sure things are “company ready”

Workforce Preparation Team

• Most important job: increase comfort level of workforce– Deploy topics– Provide guidance

Documentation Team

• Compile required documentation for examiners – Before site visit– During site visit

Gap Analysis Team

• Identify and oversee resolution of gaps from the application– Trained examiners work well for this role

Site Visit Category Teams

• Meet with site visit examiners during category meetings

• Prepare for category meetings

War Room Team

• Field questions and concerns from the workforce during the site visit

Site Visit Best Practices• Opening comments• Prepare the examiner team’s work room• Provide on-site lunch for examiners and

workforce • War room• Facility guides• Name badges• Folder for examiners

Questions?