Application Workshop – Session OneApril 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: • 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

ONE V Criteria

Criteria Characteristics

• Objective, non-prescriptive• Dynamic• Relevant for all sizes and types of organizations• Leading edge of proven organizational

management practice

Criteria Overview

Leadership SystemWorkforce Engagement

Governance

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?

Customer EngagementStrategic Planning

Measurement/Data

Work System DesignCreating Value

Support Systems

Mission-Driven

Community Impact

People

Principles

Process

Organizational Profile

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”

• 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

• Fictitious organization• Source of examples• Adapted from 2007 Baldrige training case• Examiner summary version of Profile (handout)

Organizational Profile

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 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?

Share Food Example

• Customers

Customer Group Key Expectations

Member AgenciesTimeliness, quality, variety, quantity of food, competency and consistency, access to nutritional food, continuity of service

County residentsResponse to emergency needs, quality, variety, nutrition, continuity of service

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 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 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 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

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 Environment

• Competitive and Comparative Data• Competitive/comparative data used to better

understand your performance • Availability/access to the data

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

• 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

• 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

Core Competencies – Participant

•

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

Strategic Advantages/Challenges – Share Food Example

Strategic Advantages Strategic Challenges

Ability to feed those in need through network of member agencies

Ensure that food reaches those most in need

Network of food suppliers Optimize partnerships

Ability to respond effectively to member agency needs

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

Strategic Advantages/Challenges – Participant Example

Strategic Advantages Strategic Challenges

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 Assignment

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

• One-center.com• Glossary• Criteria

• Award Process Team – Marie and Jim

Questions

Application Workshop – Session OneApril 26, 2011