Baldrige Self-Assessment

Self-Assessment is a quick way to get started with the Baldrige Criteria (and the Baldrige-based sections of the Ohio Administrative Code/Operating Standards for Ohio Schools). The National Institute of Standards and Technology provides the following self-assessment resources at the Baldrige web site.

E-Baldrige Self-Assessment and Action Planning: Using the Baldrige Organizational Profile for Education

The E-Baldrige Self-Assessment provides organizational leaders a quick (less than 15 minute) 27-item questionnaire with comparative results from previous responses.

Based on the Organizational Profile section of the Baldrige Criteria, organizations can use e-Baldrige:

Some questions from the self-assessment could facilitate discussion in staff meetings:


Are We Making Progress? is a 40-item survey appropriate for employees, administrators, or district leadership. It is not specific to education (e.g. it generically refers to "work," "boss," and "customers").

This ten to fifteen minute survey focuses on the following questions:

Introduction to Ten Steps for Self-Assessment and Action

The thirty-page Getting Started with the Baldrige National Quality Program includes a twelve-page section, Introduction to Ten Steps for Self-Assessment and Action, which focuses on creating an organizational profile and performing category self-assessments via category teams and champions. The ten steps are:
  1. Identify the boundaries of the organization to be assessed.
  2. Select seven champions, one for each Performance Excellence Criteria Category.
  3. Decide on the format for and scope of your self-assessment and action plan.
  4. Senior leaders and champions prepare the Organizational Profile.
  5. Practice self-assessment techniques with your seven Category champions, using Item 1.1 in the Criteria for Performance Excellence as a guide.
  6. Champions select Category teams. Champions and teams prepare a response for their assigned Items.
  7. Share responses among teams and finalize the findings. Identify key strengths and gaps in Category responses.
  8. Prioritize your organizationís key strengths and opportunities for improvement.
  9. Develop and implement an action plan for improvement.
  10. Evaluate and improve your self-assessment and action process.
Although the brochure does not speak specifically to the education criteria, it does give valuable background for self-assessment and additional resources.

Resources from the Ohio Department of Education

Baldrige self-assessment could be performed directly from the Baldrige-based Operating Standards for Ohio Schools. (Additional background on the operating standards can be found here.)

Self-assessment could include identifying district "owners" for appropriate sections of the Administrative Code, as well as identifying the district's strategic challenges and key stakeholders.

In addition, Breaking New Ground: How one Community is Getting Serious About Closing its Achievement Gaps provides an example of regional partnering between school districts and key stakeholders. Finally, Continuous Improvement: What's Working provides case studies from Baldrige in Education, including identification of strategic challenges such as: