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CPEC Assessment Team Sector Jacksonville  Site Visit Just-in-Time Training June 2008 Performance Excellence:  Always Ready  and  Striving to do Better
JIT Site Visit Training Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Outcomes ,[object Object],[object Object]
Outcomes ,[object Object],[object Object]
Unit Individual Small Cat Teams Plenary Team Team  Leads Team Coach Program Manager Submit Org Profile Submit “What” answers Review submitted info Review all inputs Fill out the Scorebook Draft Key Factors Create/validate interview questions and  develop strategies Determine approach for fact finding Engage unit Consensus on top strengths, OFIs, scores Write Executive Summary Review Scorebook and Exec Summary (final report) Present to Awards Board Create PowerPoint outbrief Present outbrief to unit Develop Key Factors Develop schedules Approve schedules Develop proposed strengths/OFIs (5-8/item) Finalize Scorebook Review final report Send final report  to unit, Team Leader, and OPCs Brief CO/XO on intermediate findings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CPEC Pilot Process Map
[object Object],[object Object],[object Object],[object Object],Roles and Responsibilities
[object Object],[object Object],[object Object],[object Object],[object Object],Team Leader and Assistant Team Leader
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Team Leader and Assistant Team Leader
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Team Members
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Coach
[object Object],[object Object],[object Object],[object Object],Coach
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program Representative
Generic Site Visit Agenda Finalize Scorebook Outbrief Friday Finalize Scorebook Scoring Thursday Interviews  Deployment Check Consensus Meeting Wednesday Interviews Deployment Check Tuesday Senior Leadership Assessment Team Time & Interviews Monday
Daily Meetings ,[object Object],[object Object],[object Object],[object Object],[object Object]
Daily Deliverables Executive Summary Power Point Out Brief Completed Scorebook Friday Finalized Scorebooks including scores Thursday Consensus on Top Strengths and OFIs Wednesday Updated Site Visit Worksheet/Scorebook Tuesday Finalized Team Game Plan Monday Finalized Game Plan Sunday
Just-In-Time Training ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ADLI Approach – Deployment – Learning -Integration Four factors used to evaluate process items.  Process items are Categories 1 – 6
ADLI ,[object Object],[object Object],[object Object],[object Object],[object Object]
ADLI ,[object Object],[object Object],[object Object],[object Object]
ADLI ,[object Object],[object Object],[object Object],[object Object]
ADLI ,[object Object],[object Object],[object Object],[object Object]
Site Visit Worksheets (SVW) SVW are the initial version of the Scorebook.  Two versions will be required for each Category.  One will include notes, interviewees, strategies, and findings.  The second will be the finalized version with only the top 5-8 strengths and OFIs for each item.
How to Complete SVWs ,[object Object],[object Object],[object Object],[object Object],[object Object]
How to Complete SVWs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ENSURE THAT FINDINGS ARE CRITERIA- & KEY FACTOR-RELEVANT.  THIS WILL HELP YOU BOTH TO DETERMINE AND DEMONSTRATE WHICH AREAS ARE STRENGTHS and WHICH ARE OPPORTUNITIES
Results Understanding charts, data, and comparisons
Understanding the Charts Ask the person to explain the chart to you; show the chart in question.  Be sure you understand the reply; if you’re unsure, ask for clarification.
Understanding the Data ,[object Object]
Understanding Comparisons ,[object Object]
LeTCI Levels – Trends – Comparisons – Integration  The four factors used to evaluate results (Category 7)
LeTCI ,[object Object],[object Object],[object Object],[object Object],[object Object]
LeTCI ,[object Object],[object Object],[object Object]
LeTCI ,[object Object],[object Object],[object Object],[object Object]
Final Scorebook ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Final Scorebook Process Steps
[object Object],[object Object],Role Model Practice Worksheets
[object Object],[object Object],Site Visit Guidelines Wrap-up / Review ,[object Object]
“ Chartmanship” Do your best to understand the information.  Do not comment of charting techniques or try to create your own trends or charts from the data provided.
Questions or Concerns ,[object Object],[object Object],[object Object],[object Object]

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CPEC Assessment Pilot JIT Training

  • 1. CPEC Assessment Team Sector Jacksonville Site Visit Just-in-Time Training June 2008 Performance Excellence: Always Ready and Striving to do Better
  • 2.
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  • 7.
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  • 13. Generic Site Visit Agenda Finalize Scorebook Outbrief Friday Finalize Scorebook Scoring Thursday Interviews Deployment Check Consensus Meeting Wednesday Interviews Deployment Check Tuesday Senior Leadership Assessment Team Time & Interviews Monday
  • 14.
  • 15. Daily Deliverables Executive Summary Power Point Out Brief Completed Scorebook Friday Finalized Scorebooks including scores Thursday Consensus on Top Strengths and OFIs Wednesday Updated Site Visit Worksheet/Scorebook Tuesday Finalized Team Game Plan Monday Finalized Game Plan Sunday
  • 16.
  • 17. ADLI Approach – Deployment – Learning -Integration Four factors used to evaluate process items. Process items are Categories 1 – 6
  • 18.
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  • 22. Site Visit Worksheets (SVW) SVW are the initial version of the Scorebook. Two versions will be required for each Category. One will include notes, interviewees, strategies, and findings. The second will be the finalized version with only the top 5-8 strengths and OFIs for each item.
  • 23.
  • 24.
  • 25. Results Understanding charts, data, and comparisons
  • 26. Understanding the Charts Ask the person to explain the chart to you; show the chart in question. Be sure you understand the reply; if you’re unsure, ask for clarification.
  • 27.
  • 28.
  • 29. LeTCI Levels – Trends – Comparisons – Integration The four factors used to evaluate results (Category 7)
  • 30.
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  • 37. “ Chartmanship” Do your best to understand the information. Do not comment of charting techniques or try to create your own trends or charts from the data provided.
  • 38.