Baldrige Scoring System: How to Identify Key Factors

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How to Identify Key Factors

Look for Key Factors in . . .

n Responses to the Organizational Profile

n Responses to the Criteria Items—it is important to consider key factors wherever they are found in the application

n Eligibility forms

Key Factors Worksheet Guidelines

n Limit to 1—2 pages in length

n Group under the five Areas to Address in the Organizational Profile (e.g., Organizational Environment, Organizational Relationships)

n Write in phrases rather than complete sentences

n Delineate with bullets

n Revise throughout the evaluation process as additional information and insights are gained during the consensus and site visit stages

Use the following steps in developing the Key Factors Worksheet

Step

Action

1

Read the Eligibility Form

2

Read the Organizational Profile

3

Consider the facts that most affect the way the organization operates

4

List these facts in accordance with the guidelines on the Key Factors Worksheet

5

Revise the list as you identify additional facts in the application

6

Review the list after you complete your evaluation of the application to determine if key factors should be added or dropped

Item Worksheet Guidelines

n Consider what key factors would impact individual Item requirements

n Select the 4—6 key factors that are most relevant for each Item—this is a subset of the Key Factors Worksheet