Tools for Independent Evaluations
Independent Review Workbook (sample)
This document is the template for your independent review observations. Note that you do not need to download this document, as your Team Leader will provide a customized document to you including a completed list of key factors.
Expected Results Matrix
Examiners can use this document to track significant results to look for in Category 7 and elsewhere. The expected results matrix is not a WFA deliverable, but your Team Leader may require you to use it.
Step-by-Step Instructions for Independent Review
This guide includes an overview and detailed instructions for completing the first stage of your application review.
The Poindexter-Burns Inventory
An optional tool to help track the correspondence between Criteria Items and core values, key factors, key themes, and expected results.
Consensus Related Documents
Key Themes Worksheet
This worksheet captures broader feedback from the Examiner team which becomes the Executive Summary in the final feedback report. Key themes address a central requirement of the Criteria, are common to more than one Category (cross-cutting), are especially significant in light of the applicant organization's key factors, and/or address a Core Value of the Criteria.
Guidance for Effective Comment Writing
This document includes comment guidelines, descriptions of A/D/L/I and Le/T/C/Li, and examples of improving written comments for process and results Items.
Consensus Process Flowchart
A flowchart showing all the steps Examiners will take between the end of independent review and the end of the consensus process.
The Bessemer Matrix
A spreadsheet that tracks an Examiner team's score from independent evaluation to final review by the Panel of Judges. Each Team Leader should complete upload this spreadsheet to the WFA Depot after consensus review and site visit review.
Red/Yellow/Green Consensus System
This handout is designed to be folded and secured as a three-sided sign. During discussion on above-the-line/below-the-line comments or scoring, each Examiner displays the side representing his or her level of agreement with the Category Leader's current proposed comments or score. Team members who disagree with the current team consensus have specific responsibilities to suggest alternative solutions. |
Miscellaneous Documents and Tools
Baldrige Criteria for Performance Excellence
The 2009-2010 Criteria can be downloaded for Business/Nonprofit, Education, or Health Care.
Results Terminology Calibration
(Few-Some-Many-Most)
You can download visual references to the standard definitions of few (5% to 15%), some (16% to 30%), many (31% to 50%), most (51% to 80%), and nearly all (80% to less than 100%) for purposes of results Item scoring in PowerPoint (.ppt) or Word (.doc) format.
How to Use the WFA Depot
Documentation (written on January 24, 2008) detailing how you can use the WFA Depot to share and provide feedback on documents related to your team's feedback. This document is being continuously improved based on your feedback and questions, so please let us know if you don't find what you need.
Examiner Biography Form
This form tells your Team Leader about your experience related to the skills you’ll be employing as a WFA Examiner, and it will be shared with your other team members during the comment development and virtual consensus phase of review. A sample biography is also provided.
Disclosure of Conflict of Interest
All Examiners are required to return a disclosure of organizational relationships to the WFA office in order to ensure no conflict of interest (or the appearance thereof) on Examiner teams. You can download the disclosure form here.
Expense-Related Documents
Reimbursement guidelines and a reimbursement form for expenses incurred during the review process. Please be sure to read the guidelines and ask for clarification if necessary before incurring expenses to make sure WFA is able to cover them.
WFA Scoring Bands and Relationship to Recognition Levels
An overall description of each scoring band, the corresponding point ranges, and
the correspondence to the WFA recognition levels of Commitment (band 1), Proficiency (bands 2 and 3), Mastery (bands 4 and 5), and Excellence (bands 6, 7, and 8). New for 2009, there are disaggregated scoring band ranges for both process and results Items as well as overall scoring ranges.
Feedback Report Template
This document serves as a template for Examiner teams' final feedback. |
A division of the Wisconsin Center for Performance Excellence