Two or three staff members from a recently completed performance improvement project to help judge deployment of the process improvement methodology Remind the examiners of these key elements: No examiner contact with the applicant to or after the site visit Team Lead only – No internet searches of the applicant by examiners Need for examiners to maintain confidentiality of the applicant information and the team’s work Must stay at the assigned hotel for the entire site visit, even if they live locally No work or family contact during the week except during examiner free time, but should be minimized Emergency work contact must be through the Award office Do not plan on doing any work related activity during the site visit; examiners have a very full schedule for the week Examiners must bring to the site visit: Laptop (one will not be provided) Thumb drive Application Criteria Quick Reference Guide Site Visit Week Reminders Post the examiner room numbers in the hotel team room Chart pages on wall: page for each Item giving a brief (3-6 word key idea) of each strength and OFI. Post on Sunday based on what was determined at Consensus Use post-it so comment summaries can be moved, removed, and changed easily Update each evening during team discussions and review with the team at the close of each day Focus is on the big picture, and supporting Key Theme discussions Key Theme pages One for each Key area: Process strengths and OFIs and Results strengths and OFIs Identify comments that support each concept Build the agenda for the next day as you go through the day so that you have a good idea of what to have the applicant prepare for before you leave the site for the day. Best practice is to leave a draft agenda with the applicant contact prior to leaving on Monday and Tuesday afternoons. Update the next day’s agenda by 9 pm each evening, and share with the applicant contact Clearly post examiner deliverables each evening (Monday Thursday). – Update the team’s schedule for the next day at the end of each day Meet with examiner each evening Use IE sheet to focus the discussion Identify where help may be needed Update the wall sheets Deliverables Required Before Releasing Team on Friday Completed IE sheets Completed/updated Result Worksheets Summary of Sites Visited form Completed scorebook in Navigator
Two or three staff members from a recently completed performance improvement project to help judge deployment of the process improvement methodology Remind the examiners of these key elements: No examiner contact with the applicant to or after the site visit – Team Lead only No internet searches of the applicant by examiners Need for examiners to maintain confidentiality of the applicant information and the team’s work Must stay at the assigned hotel for the entire site visit, even if they live locally No work or family contact during the week except during examiner free time, but should be minimized Emergency work contact must be through the Award office Do not plan on doing any work related activity during the site visit; examiners have a very full schedule for the week Examiners must bring to the site visit: Laptop (one will not be provided) Thumb drive Application Criteria Quick Reference Guide Site Visit Week Reminders Post the examiner room numbers in the hotel team room Chart pages on wall: page for each Item giving a brief (3-6 word key idea) of each strength and OFI. Post on Sunday based on what was determined at Consensus Use post-it so comment summaries can be moved, removed, and changed easily Update each evening during team discussions and review with the team at the close of each day Focus is on the big picture, and supporting Key Theme discussions Key Theme pages One for each Key area: Process strengths and OFIs and Results strengths and OFIs Identify comments that support each concept Build the agenda for the next day as you go through the day so that you have a good idea of what to have the applicant prepare for before you leave the site for the day. Best practice is to leave a draft agenda with the applicant contact prior to leaving on Monday and Tuesday afternoons. Update the next day’s agenda by 9 pm each evening, and share with the applicant contact Clearly post examiner deliverables each evening (Monday – Thursday). Update the team’s schedule for the next day at the end of each day Meet with examiner each evening Use IE sheet to focus the discussion Identify where help may be needed Update the wall sheets Deliverables Required Before Releasing Team on Friday Completed IE sheets Completed/updated Result Worksheets Summary of Sites Visited form Completed scorebook in Navigator
2017-Team-Leadership-Manual-Stages-2-3.docx