For Organizations Early in their Performance Excellence Journey

Take the First Step: Write a Lite Application

The Lite Assessment Program is an entry-level opportunity to begin applying the Baldrige Performance Excellence Framework to your organization. The Lite Application uses the Baldrige Excellence Builder, which addresses Performance Excellence questions at the Basic and Overall level, or “systems” level, while introducing the organization to the most important features of Performance Excellence.

Organizations who are interested in completing a Lite Application should consider the Pathways to Excellence Program. This program was developed using PENW customer feedback and national regional program best practices. It is specifically designed for organizations early in their performance excellence journey to develop the Organizational Profile and provide guidance and support for submitting a Lite Application.

All PENW applications are reviewed in strict confidence and the assigned assessment team is screened for Conflicts of Interest.

Lite Application Requirements

The Lite Application consists of:

  • Title/cover page
  • Copy of your approved Intent to Apply, including payment receipt from PayPal
  • Copy of your application payment receipt from PayPal
  • Table of contents
  • Organizational chart
  • Glossary of Terms, Acronyms & Abbreviations
  • 5-page Organizational Profile
  • 20-page Responses to Baldrige Excellence Builder questions

Steps for Submitting a Lite Application

  • Download the latest version of the Baldrige Excellence Builder. This document includes the questions to respond to in your application.
  • Review Application Guidelines (add link to document).
  • Plan at least 1-3 months to prepare the Lite Application; time varies based on experience with the process and resources allocated by the organization.
  • Attend PENW Education and Training Offerings based on your learning needs
  • Online Intent-to-Apply form is due on the 1st day of each quarter: January, April, July and October.
  • Lite Applications are accepted 90 day after approval for one year on the 1st day of each quarter: January, April, July and October.
  • Submit your application with payment (see application fees) via email to PDF format is preferred, Word or Google Documents are also accepted.

Lite Application Cycle Time Table

Milestones Days, Week, Months in the cycles
Deadline for Lite Applications to be Sent to PENW January 1, April 1, July 1, October 1
Applications Mailed to Examiners Week 1
Independent Reviews Due to PENW Week 7
Consensus Meetings or Calls Week 10
Consensus Scorebook Complete and Due to PENW Week 11
PENW Sends Feedback Report to Applicant Week 14
Executive briefing 4th month

Lite Application Fees

Number of Employees Application Fee
1-99 employees $950.00
100-499 employees $1,750.00
501+ employees $2,550.00

Contact PENW if you have any questions when preparing or submitting your Lite Application, write or call 888-912-PENW (7369).