How to introduce PE in an organization

All the resources you need to get started

The following resources are designed to help start the conversation about how your organization assesses its performance and identifies areas of strength and opportunities for improvement.

When evaluating the options, the best tool frequently emerges as you consider your organization’s unique needs. If you’d like additional support when using these resources or getting started on your journey, call 888-912-PENW (7369) or reach out to askus@performanceexcellencenw.org and we’ll get back to you by the end of the next business day.

For Beginning Levels

Attend an upcoming PENW webinar or educational offering

PENW periodically provides webinars and educational offerings on a variety of topics including many of the tools list on this page. Click on the link above to see the current offerings and clear your calendar to attend.

Make plans to attend the Annual PENW Learning Symposium

This is the premier regional event for Performance Excellence in the Northwest featuring national Baldrige recipients and regional best practices. Meet the presenters and network with other organizations actively using Performance Excellence in their daily work. Attendees often comment about seeing connections and having a better understanding of how to implement the PE Framework in their environments.

Become a PENW Member

Members of PENW has special access to courses and resources within the learning community. By becoming a member, your organization can take advantage of courses that are designed to guide and support organizations as they progress and achieve higher levels of performance using the PE Framework.

Surveys collect input from stakeholders about where to begin

Are We Making Progress? and Are we Making Progress as Leaders?

These two questionnaires can be administered to the entire organization or within the senior leadership team. The questions introduce you to the seven categories within the PE Framework and help you quickly identify strengths and opportunities for improvement. The priorities derived from analysis and discussion can help the organization identify a few key areas where they can begin learning and applying the PE framework.

Need help getting started?

PENW’s Pathways to Excellence Program

is the perfect option for organizations who want to take advantage of PENW’s expertise to guide and coach along the path as they get started.


For Intermediate Levels

Create your own Organizational Profile

The Organizational Profile is a snapshot of your organization and is a frequently chosen first step for many organizations who wish to move forward with writing a Full or Lite Application. It provides the backdrop for conversations about the organization’s key influences regarding how it operates and key challenges it faces in the current environment. It is critically important for the following reasons:

  • Helps identify gaps in key information and focus on key performance requirements and results
  • Use it as an initial self-assessment. Identify topics for which conflicting, little, or no information is available, use these topics for action planning
  • Sets the context for your responses to the Criteria requirements in Categories 1–7

Respond to the Performance Excellence Basic and Overall questions

Download your FREE copy of the Baldrige Excellence Builder

If your organization has some experience with the PE Framework or has completed smaller-scale assessments, you may be ready to conduct a full self-assessment. Below are six basic steps for conducting a full self-assessment. We encourage you to modify this process to meet your own organizational needs.

  1. Identify the boundaries/scope of the assessment
    The self-assessment might cover the entire organization, a sub-unit, a division, or a department.
  2. Select Champions
    Then select seven champions, one for each category in the Baldrige Excellence Builder or Criteria. These champions each lead a team in preparing responses to the questions in a Criteria Category. If they have not already done so, have the champions prepare an Organizational Profile describing your organization and its challenges.
  3. Select Category teams, and collect data and information to answer the questions
    The champions select Category teams, and the teams collect information and data in response to the questions in their respective Categories.
  4. Share the answers to the questions among the Category teams
    By sharing the answers, the Category teams identify common themes.
  5. Create and communicate an action plan for improvement
    Each Category team creates and communicates an action plan for improvement based on their answers and organizational priorities. The Self-Analysis Worksheet Word can help your Category teams identify strengths and opportunities, set priorities, and develop action plans.
  6. Evaluate the self-assessment process, and identify possible improvements
    Senior leaders, champions, and teams evaluate the self-assessment and think about ways to improve it.

Submit a Lite Application for feedback

By submitting a Lite Application, an experienced team of PENW Examiners will assess your organization and provide a feedback report containing strengths (approaches to keep doing, build upon) and opportunities for improvement (approaches requiring further evaluation and improvement). Many organizations find this report valuable and instrumental as part their strategic and operational evaluation activities.