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2005 Board of Examiners Application
Selection of Examiners
Members of the Kansas Award for Excellence Board of Examiners are selected on the basis of their
personal qualifications and are not considered representatives of their employers or any other organization.
Efforts are made to ensure broad participation. Sector coverage and balance are also important selection
considerations.
Examiner Qualifications
Applicants are selected based on their:
• expertise in business, education, or health care management;
• knowledge of quality practices and improvement strategies;
• length, breadth and types of experience;
• written and verbal communication skills;
• leadership and interpersonal skills, and
• education and training
While experience with the Baldrige Criteria, ISO 9000, JCAHO, or other quality standards is helpful, it is
not a requirement. Applicants who have been successful in their business and professional careers have a
good chance of being selected as examiners.
Examiner Application Process
Each year the Kansas Award for Excellence Foundation solicits applications from individuals in industry,
education and health care organizations, government agencies, professional and trade organizations, and
other non-profit groups to serve as examiners for the current year. Members of the 2004 Board of
Examiners are encouraged to reapply. Those who are reapplying need only update their application and
select training dates. Members of the 2005 Board of Examiners who served in the spring or Summer
Rounds do not have to complete a new application for the Winter Round – just inform the KAE office of
your availability for the Winter Round.
The schedule for the examiner application process is:
Milestones Winter Round
Examiner Applications Due 12/9/05
Notice of Appointment 12/16/05
Examiner Training (3 days) January 4 - 13
Team Process (13 weeks) 1/16/06 to 4/15/06
Site Visits (3 days) 4/17/06 to 4/28/06
End of Round April 28, 2006
Appointments
Appointments are subject to the Conditions of Involvement and the Code of Ethical Standards described in
this application.
CONDITIONS OF INVOLVEMENT
Expectations of Examiners process and, where applicable, site visits. In addition
Examiners review, comment upon, and score written to their application review responsibilities, examiners
applications and prepare written feedback reports to contribute to the objectives of the Kansas Award for
applicants. They also participate in a consensus review Excellence by serving as spokespersons for the
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program. and the use of the Criteria to evaluate an organization.
This training is provided at no charge to the examiner
Members of the Board of Examiners receive training or to their employer as long as they actively participate
on the Baldrige Criteria for Performance Excellence on an examiner team.
TERMS AND CONDITIONS OF APPOINTMENT
Completion of Application training. A Certificate of Progress application is about
Examiners are required to reapply each year. 30 to 50 hours and a Kansas Excellence Award
Prospective members of the Board Examiners must application is 80 to 100 hours – in addition to the time
submit a 2005 Examiner Application no later than committed to examiner training. Teams that review a
January 3 for the Winter round, April 11 for the Kansas Excellence Award application may also qualify
Spring Round, or June 20 for the Summer Round of for a site visit as about half of the applicants for this
examiner team appointments. Applicants will be highest-level award qualify for a site visit. Kansas
notified of their status in the program within a week of Excellence Award site visits take three days.
the application deadline. If a candidate finds after
submitting an application, that he/she is unable to A few experienced examiners are selected each year to
accept an appointment, he/she should immediately serve as team leaders. This additional responsibility
notify the KAE Office in Topeka at 234-6351 (800- adds significantly to the amount of time commitment
743-6767 for people outside Topeka), or Fax 785-234- expected of these examiners – both for additional
8777, or e-mail “KAE@Qof.com”. training and for establishing and managing the project
work plan to complete the work of the team.
Applications may be submitted by mail, fax, e-mail or
on-line (kae.bluestep.net). Those who submit their There are three opportunities for members of the Board
examiner applications without signatures should bring of Examiners to serve on an assessment team in 2005.
a copy of the page of the application with them to The first opportunity (called a round) is from January
Examiner training with original signatures of the through April, the second round is from May through
applicant and the applicant’s supervisor. The purpose July, and the third is from July through September.
of the signatures is for both the examiner and his/her
supervisor to attest to understanding the time Although we seek to accommodate varying schedules,
commitment and adherence to ethical guidelines examiners must be able to accommodate the KAE's
required of members of the KAE Board of Examiners. critical training and review periods.
Disclosure of Conflict of Interest Adherence to Award Processes
Those individuals selected to serve as examiners must Examiners are expected to meet all requirements
provide information regarding conflicts of interest. associated with a fair and competent evaluation,
Disclosure includes, but is not limited to, employment, including use of the award Criteria and scoring system,
financial interests, and client relationships. Such meeting site visit requirements, and avoiding conflicts
information will be used only for purposes of of interest. Good documentation and written
examiner assignments and will otherwise be kept communication are essential parts of the overall
confidential. review process.
Term of Appointment Examiner Training Course Content
Examiners serve for one application round that begins KAE will use the 2004 Baldrige Criteria for the
with the completion of examiner training and ends Winter Round and the 2005 Baldrige Criteria for the
with the completion of the work assigned to the spring and Summer Rounds. KAE uses the Examiner
examiner team where the examiner is assigned. This is Training materials developed by the Malcolm Baldrige
an eleven-week commitment for most teams. National Quality Award Program. The course includes
the Criteria as well as exercises and discussion to
Time Commitment improve the evaluation process, consensus
Applicants for the Board of Examiners should give development, and the KAE feedback report.
careful consideration to the time commitment required Examiners will receive their team assignment and the
to meet the award review schedule. The time required applications assigned to their team at the completion
to complete an evaluation depends on the level of the of the course.
application. A Certificate of Commitment application
or a Self-Assessment submitted for feedback is Team Leader Training
typically 25 to 30 hours in addition to the time spent in The Team Leader provides the leadership for the
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examiner team. Experienced examiners who are Examiner Training. This is a one-day session that
willing to establish and manage a work plan that focuses on developing a work plan for the examiner
assures that the team completes its work with a quality team and on consensus-building and team leadership
outcome serve this important role. Team Leader skills.
Training will be offered both prior to and following
Estimated Time Commitments for KAE Examiners
Training Case Review the “Improving Comments” Guidelines.
Study: Review the entire 2005 Case Study 6 to 8 hours
Complete the Key Factor Worksheet homework (Self-study)
assignment.
Examiner 3 full days required of all Examiners, Associate Judges 24 hours plus
Training: and Judges travel (3
The purpose of this training is skill development in the consecutive days,
areas of comment writing and developing the feedback presented in
report content. Kansas City &
Wichita areas.)
Score/Evaluat Time required will vary based on the level of application
e being evaluated and the experience level of the examiner.
Applications: Self Assessment – 25 – 30 Hours
30 - 100 hours
Certificate of Commitment –25 – 30 Hours
Certificate of Progress – 30 to 50 Hours
Kansas Excellence Award – 80 to 100 Hours
Team All examiners reviewing a Certificate of Progress or a
Consensus Kansas Excellence Award application will be expected to 6 to 8 hours plus
Meetings: attend a face-to-face consensus meeting. The team Judge travel
or Associate Judge will participate in these meetings.
Site Visits: Limited to applicants who both apply for the Kansas
Excellence Award and that are also recommended for a
site visit by the team.
36 hours plus
All site visits are scheduled for 3 full days including: travel
1. Team meeting the evening before the visit
2. Evenings during site visit
3. Completion of the Feedback Report
Reports and Examiners prepare Scorebook based on type of
Examiner application assigned.
Materials: Consensus Report generated at Team Consensus Meeting
16 hours for Team
based on scorebooks of team members
Leader and/or
Site Visit Issues generated at Team Consensus Meeting Associate Judge
Feedback report generated at Site Visit based on
Consensus Scorebook and resolution of site visit issues
Total Estimated Time 82 to 192 hours
Evaluation of Award applications and consensus Examiner Training Required
review may be conducted at the Examiner’s work Examiner training participation is critical to the
location or home. Business is conducted by e-mail. success of the KAE program because the course
Travel is necessary only for training, consensus includes a detailed review of the Criteria for
meetings, and site visits. Performance Excellence, the evaluation process, the
scoring system, consensus development, site visit
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requirements and the Code of Ethical Standards. All Examiners are expected to meet all requirements
members of the Board of Examiners and the Panel of associated with a fair and competent evaluation. This
Judges must attend one of the three-day preparation includes using the Criteria for Performance Excellence
classes and must prepare the required pre-work and corresponding scoring system, adhering to the
assignment prior to attending the class. Selectees who evaluation processes, meeting site visit requirements,
cannot attend one of the scheduled classes will not be and avoiding conflicts of interest. Thorough
assigned to a team. documentation and written communication are
essential parts of the overall review process.
Adherence to Award Process
Continuing Education/Certification Credits
KAE will provide upon request evidence of No additional RU credits will be granted to the
completion of KAE Examiner Training for examiners auditing functions/site visits performed on the local,
who request such documentation for continuing state, or national quality award committees, as this will
education or credentialing. The examiner should fall under the “committees” portion for RU credits.
provide the necessary documentation requirements.
Assignments of Board of Examiner Members
ASQ Recertification The award program seeks to provide the fairest, most
The Certification Board of the American Society for competent evaluation of each award application.
Quality has approved KAE activities for recertification Accordingly, examiners are assigned to applications
credits (RU credits). on the basis of their knowledge and experience,
consistent with the requirements to avoid conflicts of
RU credits will be granted, at .1 RU credits per hour interest, to apportion the application load equitably,
of training, under the “student” portion of the and to adhere to agreed-upon schedules. Teams are
Recertification Journal when the applicant completes assigned that are geographically proximal to one
any pre-examiner training prior to being accepted, or another whenever possible to encourage face-to-face
not, to either a local, state, or national quality award meetings.
examining committee. At this rate, KAE examiner
training is worth 2.4 RU credits. KAE will provide Compensation and Reimbursement
evidence of training completion to examiners who Since the award application review process receives
complete the training, and meet the expectations of no state or federal funding and application fees are
Four Ways to Submit
members of the KAE Board of Examiners. Individuals Applications to the 2005 able to compensate
kept to a minimum, we are not
who serve on other KAE boards or committees Excellence BoardExaminers are, however, reimbursed for
Kansas Award for examiners. of Examiners
receive, in addition to the pre-examiner training, 1.5 the expenses incurred in the conduct of site visits.
RU credits per year/per committee of active
By Mail
involvement, under the “committees” portion of the
Kansas Journal.
RecertificationAward for Excellence
112 SW 6th Avenue, Suite 509
Topeka, KS 66603-3811
By Fax
Kansas Award for Excellence
785-234-8777
By e-mail
Download the application from the KAE website (www.kae.bluestep.net) and e-mail the
completed form to kae@Qof.com. The application is in Microsoft Word and is saved as a
form. Only the fields where information may be entered are activated.
On-Line Applications
Complete the application form on the KAE website and forward the completed the document
as instructed on the site.
If you prefer, contact the KAE office and we will send you an application form by e-mail.
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APPLICATION FORM
All new applicants must complete the entire application. Incomplete applications will be returned.
Returning examiners are only required to complete Sections 1a, 1b, and 2. Return completed
applications to the Kansas Award for Excellence Foundation as described below.
Section 1a: (All applicants must sign this section along with their supervisor, where applicable.)
CODE OF ETHICAL STANDARDS
Declaration of Principles of which a consulting arrangement is in effect
Members of the Kansas Award for Excellence or anticipated;
Board of Examiners pledge to uphold their
• Shall not serve as examiner of a primary
professional principles in the fulfillment of their
competitor, customer, or supplier of any
responsibilities. In promoting high standards of
organization, company, division, or business
public service and ethical conduct, board
unit of which he/she is an employee, has a
members:
financial interest or is involved in, or
anticipates a consulting arrangement;
• Shall conduct themselves professionally, with
truth, accuracy, fairness, and responsibility to • Shall not intentionally communicate false or
the public; misleading information which may
compromise the integrity of the award
• Shall not represent conflicting or competing
process or decisions therein; and
interests nor place themselves in such a
position where the examiner's interest may be • Shall not for a period of five years invest in
in conflict, or appear to be in conflict, with the or develop a business relationship with any
purposes and administration of the Award; company, division, or business unit based on
confidential information that is received in
• Shall safeguard the confidences of all parties
the review process.
involved in the judging or examination of
present or former applicants;
Furthermore, it is pledged that as a member in
• Shall not offer confidential information or
good standing of the Kansas Award for
disclosures, which may in any way influence
Excellence Board of Examiners, each examiner
the award integrity or process, currently or in
shall endeavor to aid the professional
the future;
development and advancement of the Kansas
• Shall not serve any private or special interest in Award for Excellence, as it serves to stimulate
fulfillment of the duties of judge or examiner, companies and organizations to improve quality,
therefore excluding, by definition, the productivity, and overall performance.
examination of any company, division or
business unit of which he/she is employed or
Members of the Kansas Award for Excellence Board of Examiners shall voluntarily disclose to the
administrators of the award the identity of employer and clients, past, present, or potential, whose interest
might be favorably or unfavorably affected by the actions they will undertake while acting as a member of
the Board of Examiners. Any material/misstatement of fact in this application or incomplete disclosure of
conflict of interest shall be grounds for disqualification from the application process or dismissal from the
Board of Examiners.
In applying for a position on the Kansas Award for Excellence Board of Examiners, I attest to the accuracy
of this information in this application and agree to abide by the Code of Ethical Standards.
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Examiner Signature: Supervisor Signature:
Date: Date:
__________________ __________________
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2005 Board of Examiner Application
Section 1b (All applicants must complete this section.)
Contact Information
Last Name First MI
Social Security No.
Employer
(Required for Site Visit)
Position
Work Address
Street
City State KS Zip Code
Phone (W) Phone (H)
Fax E-mail
Winter Round (Jan. – April)
New examiner
Returning examiner
Team Leader
Judge/Associate Judge
Application Deadline 12/9/05
Notification of Appointment by 12/16/05
Examiner Training Dates and Locations:
Examiner Training Date Selected
January 4, 5, & 6 Kansas City Area (Location to be announced)
January 9, 10 & 11, Friends University, Wichita
Team Leader Training Date
January 12, KAE Office, Topeka
Preferred name for training certificate
Preferred name for name tag
Will you be available for site visits between
during the round when you have agreed to serve
as an examiner? See the chart on Page 1 to Yes No Not Sure
identify the dates when Site Visits will be
scheduled
Do you want ASQ or other certification credits
Yes No
for the training?
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Section 2 (All Applicants must complete this section)
Please rank from 1 to 10 your ability to evaluate applications in the following areas: (1=best, and use no
number more than once)
Manufacturing Business
Service Business
Small Business – Manufacturing (not more than 500 employees)
Small Business – Service (not more than 500 employees)
Large Health Care Organization
Small Health Care Organization
Early Childhood Through Secondary Education
Post-Secondary Education
Government
Non-Profit
Please rank from 1 to 6 your ability to evaluate applications in the following areas:
(1=best, and use no number more than once)
Leadership
Strategic Planning
Customer/Student/Patient & Market Focus
Management, Analysis, and Knowledge Management
Human Resource/ Faculty/Staff Focus
Process Management
Name of supervisor
Company
Position
Address
City, State & Zip
Phone
E-mail
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Section 3 (Required of new applicants, only.)
Education and Training: Include name and location of institutions) along with dates and degree(s)
received. Include any quality- related training.
Name of Institution Location Dates Degrees Received
Certifications Received:
Please list the professional organizations with which you are affiliated and indicate the nature of the
affiliation (member, officer position, etc.).
It is beneficial for Examiners to possess some or all of the following skills. Please describe your skill level
for each of these important skills?
ANLYTICAL SKILLS: Describe
the experience you have with the
analysis of information or data.
COMMUNICATION SKILLS:
Describe recent written/oral
communication experience that
you feel will contribute to
successful performance as an
examiner and as a representative
of KAE.
TEAM MEMBER SKILLS:
Describe your experience
working in a team setting and
what skills and strengths you will
bring to an examiner team.
LEADERSHIP SKILLS: Describe
the accomplishments you have
achieved in leading or working
with teams that is different from
what was previously described.
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