Baldrige Coach

Preparation is Critical to a Successful Site Visit

Writing a top level quality award application is a lot like writing a job resume. The goal of the application is to earn a site visit and get the most useful feedback to drive further improvement.


Clearly not all applicants earn site visits, nor are all site visited organizations named recipients. We have identified 7 root causes of why unprepared organizations do poorly on site visits.


How well an organization does during the site visit is a matter of proper planning and preparation. Since you have gone to all the hard work of preparing the application and you have earned a site visit, now is the time to demonstrate your organization at its best to the examiners.


So what makes the difference between organizations that are recipients and those that are not? BaldrigeCoach has identified 15 site visit success factors.


The BaldrigeCoach principals have also led over 30 site visits for the Malcolm Baldrige Award Program, State Quality Award Programs, and the AHCA/NCAL National Quality Award. While many of these site visited organizations became recipients, we also identified 7 root causes of why unprepared organizations do poorly on site visits.


One of BaldrigeCoach’s core competencies is helping organizations prepare for site visits. We refined our site visit preparation process while coaching 18 Baldrige Award recipients, 36 State Quality Award recipients, and 8 AHCA/NCAL Gold Quality Award recipients.


The BaldrigeCoach Site Visit Preparation Workshop helps leaders and staff be more confident and comfortable during the site visit.


Some of the topics covered include:


  • What is a site visit?
  • What to expect during a site visit
  • What will examiners be looking for?
  • How do examiners evaluate or score the site visit?
  • What do we need to do to prepare?
  • How do we prevent each of the 7 causes of doing poorly on a site visit?



How do we adapt each of the 15 site visit success factors to your organization? Our site visit training includes time spent conducting a “mock site visit,” which helps you develop Site Visit Survival Skills.


Some examples of the education and training include:


  • Senior Leaders learn how to plan for the site visit and to prepare information that will make the examiners’ tasks easier to accomplish. This allows them to get deeper into the processes and results in order to provide a much more useful feedback report.
  • Category Teams practice answering expected interview questions in a way that meets the dimensions of the Scoring Guidelines (Approach, Deployment, Learning, and Integration). They identify supporting information to bring to Category meetings.
  • Staff learn how different a site visit is from a survey. They also learn how to share their experience with your organization, describe their involvement in continuous improvement, and demonstrate the deployment of key processes in a way that makes a positive impression on the examiners.

We provide support from the time of the announcement that you have earned a site visit, throughout the site visit, and during a debriefing of lessons learned about the experience.


826 Belt Line Plaza,
Richardson, TX 75080



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