Self-Analysis Worksheet for Baldrige Criteria Categories

This self-analysis worksheet helps organizations identify their strengths and opportunities for improvement based on the Baldrige Criteria Categories. The worksheet includes categories such as Leadership, Strategy, Customers, Measurement, Analysis, and Knowledge Management, Workforce, Operations, and Results. For each category, the worksheet prompts users to identify one or two strengths and one or two opportunities for improvement, set goals, plan actions, and assign responsibilities.

Self-Analysis Worksheet
For Use with the Criteria for Performance Excellence, Education Criteria for Performance Excellence,
Health Care Criteria for Performance Excellence, or Baldrige Excellence Builder
Insights gained from external examiners or reviewers are always helpful, but you know your organization. You are in an excellent position to identify your organization’s key
strengths and key opportunities for improvement (OFIs).
 Complete your responses, or have a team create responses, to the questions in the seven Baldrige Criteria categories found in the Baldrige Excellence Framework
booklet or the Baldrige Excellence Builder.
 Identify one or two strengths and one or two OFIs for each Criteria category, and record them on this worksheet.
 For strengths and OFIs of high importance, use the worksheet to create and communicate an action plan for improvement.
Criteria category
Importance
High,
medium,
low
For High-Importance Areas
Stretch (strength) or
improvement (OFI) goal What action is planned? By
when? Who is responsible?
1 Leadership
Strength
1.A team leader High Actually,this is my area of strenght
and I don’t feel any improvement
is needed
At the moment,the kind of action
planned is just working hard to
ensure that I maintain the same
level of being a team leader.
2019 I am the one who is responsible
2.Ability to motivate other
people
High Just like the previous scenario,I
don’t feel there is no need for any
improvement.
The kind of action planned in this
scenario is attending different
seminars to become the best when
it comes to motivating other
people.I also visit different forums
to hold motivational talks.
2019 Like the other case,I am the one who is still responsible.
OFI
1.Attending seminars High Attending seminars will enable me
gain leadership skills
Attending seminars on leadership
regurlarly
2020 I am the one who is still responsible
2.Disucussion forums among
wokers.
High Discussion forums will enable me
learn from my fellow workers.
Holding discussions with my
collegues on a regular basis
2021 Myself and my workmates.

Criteria category
Importance
High,
medium,
low
For High-Importance Areas
Stretch (strength) or
improvement (OFI) goal What action is planned? By
when? Who is responsible?
2 Strategy
Strength
1.Good at strategic
management
High Manage all the workers and
employees properly
Managing all the workers well 2018 Me and my employees
2.Good at planning and
organizing wokers.
High To ensure all the workers and
customers are satsfied with their
services.
Planning workers in future. 2019 Me and my employees
OFI
1.Work on improving time
management
Medium Time management. Educating them on how to manage
time
2020 All the employees.
2.Having strategies that can
motivate workers
Medium To motivate workers. Motivating employees to work as a
team.
2020 All the employees.
3 Customers
Strength
1.Good relationship ith
customers
High Being perfect when relating with
customers
No action is planned for this
strength
2018 Me and my workmates
2.Good listening skills when
handling customers
High Improve on my listening skills No action is specific for this strength 2018 Me and my collegeaus
OFI
1.Temperamental High Work on my anger when handling
customers
Always trying to be happy regardless
of how the customer behaves or
talks.
2019 Me and my customers
2.Impatience High Be patient enough when handling
customers
Working with different customers so
as to learn how to be patient
2019 Me and my customers
4 Measurement, Analysis, and Knowledge Management
Strength

Criteria category
Importance
High,
medium,
low
For High-Importance Areas
Stretch (strength) or
improvement (OFI) goal What action is planned? By
when? Who is responsible?
1.Accurate measurements High Offer accurate data. Provide accurate measurements
always.
2019 All the physicians
2.Analytical in all
circumstances
low Analysing any circumstance at
hand.
Tell employees to be analytical 2018 Me and all the staffs.
OFI
1.Sharing knowledge High To ensure knowledge reaches
every worker.
Having departmental heads
meetings.
2020 Me and all the employees
2.Timely dissemination of
information
Medium To ensure that information reaches
the concerned people on time.
Educate employees on importance
of timely information.
2020 All the employees
5 Workforce
Strength
1.Ability to work under tough
conditions
Low To enable workers to work under
hard conditions
Reducing luxuries at the workplace 2021 Employees
2.Abilty to mobilize people Medium. Mobilize people to work as a team. Motivating all the employees 2019 Employees
OFI
1.Avoiding laziness High All the workers to work very hard Provide rewards to good performing
employees.
2018 All the workers
2.Absenteesm High To ensure all the workers report to
work
Initiate an attendance registar a
work
2019 All the workers.
6 Operations
Strength
1.Expertise in every operation High Be an expert in whatever one does Continous training for everyone to
be an expert in their occupation.
2018 Employees
2.Collaboration High Ensure collaboration among all the
employees.
Educate employees on importance
of collaboration
2018 Me and employees
OFI

Criteria category
Importance
High,
medium,
low
For High-Importance Areas
Stretch (strength) or
improvement (OFI) goal What action is planned? By
when? Who is responsible?
1.Ample communication High Ample movement of information
from one person to another.
Train employees how to
communicate
2018 All the workers.
2.Departmental heads. High Instil departmental heads to allow
efficient management.
Allow heads in different
departments.
2018 Departmental heads
7 Results
Strength
1.Timely results High Provide results on time. Motivate all the employees to
provide results quickly
2018 Me and all the employees
2.Accurate results High Always provide accurate results to
the customers.
Encourage employees to provide
accurate results all the time.
2018 Me and all the employees.
OFI
1.Computerization High To maintain accurate results Train all employees on how to use
computers
2018 Me and all the employees
2.Continous training and
caliberation of equipments
High To be updated with current
technology in healthcare.
Training employees on how to
calibrate and use equipments.
2018 Me and all the employees.