SELF-ASSESSMENT AND ACTION PLANNING:
USING THE BALDRIGE ORGANIZATIONAL PROFILE FOR BUSINESS/NONPROFIT

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easy Insight: Take a First Step Toward a Baldrige Self-Assessment (formerly e-Baldrige)
easy Insight introduces you to the Baldrige Organizational Profile, part of the Criteria for Performance Excellence. The Organizational Profile is a snapshot of your organization, the key influences on how you operate, and the key challenges you face. The first section, Organizational Description, addresses your organization’s operating environment and your key relationships with customers, suppliers, partners, and stakeholders. The second section, Organizational Challenges, calls for a description of your organization’s competitive environment, your key strategic challenges and advantages, and your system for performance improvement. If you identify topics for which conflicting, little, or no information is available, it is possible that the Organizational Profile can serve as your complete assessment, and you can use these topics for action planning.

View Profile Instructions




Organizational Description
Organizational Environment
1.a
What are your organization's main products and services?

1.b
What are the delivery mechanisms used to provide your products and services to your customers?

2. What is your organizational culture? What are your stated purpose, vision, mission, and values?

3. What is your workforce profile? What are your workforce or employee groups and segments? What are their key requirements and expectations? What are their education levels? What are your organization's workforce and job diversity, organized bargaining units, key benefits, and special health and safety requirements?

4. What are your major facilities, technologies, and equipment?

5. What is the regulatory environment under which your organization operates? What are the applicable occupational health and safety regulations; accreditation, certification, or registration requirements; relevant industry standards; and environmental, financial, and product regulations?
       
Organizational Relationships
1.a What are your organizational structure and governance system?*

1.b What are the reporting relationships among your governance board, senior leaders, and parent organization, as appropriate?*

2.a What are your key customer and stakeholder groups and market segments, as appropriate?

2.b What are their key requirements and expectations for your products, services, and operations? What are the differences in these requirements and expectations among customer and stakeholder groups and market segments?

3.a What are your most important types of suppliers, partners, collaborators, and distributors?*** What role do these suppliers, partners, collaborators, and distributors play in your work systems and in the production and delivery of your key products and services? What role, if any, do they play in your organizational innovation processes?*

3.b What are your most important supply chain requirements?

4. What are your key supplier and customer partnering relationship and communication mechanisms?

       
Organizational Challenges
Competitive Environment
1.a
What is your competitive position?

1.b
What is your relative size and growth in your industry or markets served?

1.c
What are the numbers and types of competitors for your organization?

2.a
What are the principal factors that determine your success relative to your competitors?

2.b
What are any key changes taking place that affect your competitive situation, including opportunities for innovation and collaboration, as appropriate?

3.a
What are your key available sources of comparative and competitive data from within your industry?

3.b
What are your key available sources of comparative data from outside your industry?

3.c
What limitations, if any, are there in your ability to obtain these data?
         
Strategic Context
1. What are your key business, operational, and human resource strategic challenges and advantages?
2. What are your key strategic challenges and advantages associated with organizational sustainability?**
       
Performance Improvement System
  What are the key elements of your performance improvement system, including your evaluation and learning processes?***
         

Notes:

*These questions were added based on the 2003 Criteria for Performance Excellence. Percentages reflect responses received from April 2003 to present.
**These questions were added based on the 2005 Criteria for Performance Excellence.
Percentages reflect responses received from April 2005 to present.
*
**These questions were added based on the 2007 Criteria for Performance Excellence. Percentages reflect responses received from April 2007 to present.

The following information is voluntary.
Select the NAICS code that most reflects your organization's operations.
You may select up to three codes.

NOTE: For a listing of NAICS codes, please scroll down.

         

Please click only once and wait while your responses are tallied.
You will receive a comparison to other organizations shortly.




 
111   Crop Production
112   Animal Production
113   Forestry and Logging
114   Fishing, Hunting and Trapping
115   Support Activities for Agriculture and Forestry
211   Oil and Gas Extraction
212   Mining (except Oil and Gas)
213   Support Activities for Mining
221   Utilities
233   Building, Developing and General Contracting
234   Heavy Construction
235   Special Trade Contractors
311   Food Manufacturing
312   Beverage and Tobacco Product Manufacturing
313   Textile Mills
314   Textile Product Mills
315   Apparel Manufacturing
316   Leather and Allied Product Manufacturing
321   Wood Product Manufacturing
322   Paper Manufacturing
323   Printing and Related Support Activities
324   Petroleum and Coal Products Manufacturing
325   Chemical Manufacturing
326   Plastics and Rubber Products Manufacturing
327   Nonmetallic Mineral Product Manufacturing
331   Primary Metal Manufacturing
332   Fabricated Metal Product Manufacturing
333   Machinery Manufacturing
3331   Agriculture, Construction, and Mining Machinery Manufacturing
3332   Industrial Machinery Manufacturing
3333   Commercial and Service Industry Machinery Manufacturing
3334   Ventilation, Heating, Air-Conditioning and Commerc
3335   Metalworking Machinery Manufacturing
3336   Engine, Turbine, and Power Transmission Equipment
3339   Other General Purpose Machinery Manufacturing
334   Computer and Electronic Product Manufacturing
3341   Computer and Peripheral Equipment Manufacturing
3342   Communications Equipment Manufacturing
3344   Semiconductor and Other Electronic Component Manufacturing
335   Electrical Equipment, Appliance and Component Manufacturing
3353   Electrical Equipment Manufacturing
3359   Other Electrical Equipment and Component Manufacturing
336   Transportation Equipment Manufacturing
337   Furniture and Related Product Manufacturing
339   Miscellaneous Manufacturing
421   Wholesale Trade, Durable Goods
422   Wholesale Trade, Nondurable Goods
425   Wholesale Electronic Markets and Agents and Brokers
441   Motor Vehicle and Parts Dealers
442   Furniture and Home Furnishings Stores
443   Electronics and Appliance Stores
444   Building Material and Garden Equipment and Supplies Stores
445   Food and Beverage Stores
446   Health and Personal Care Stores
447   Gasoline Stations
448   Clothing and Clothing Accessories Stores
451   Sporting Goods, Hobby, Book and Music Stores
452   General Merchandise Stores
453   Miscellaneous Store Retailers
454   Nonstore Retailers
481   Air Transportation
482   Rail Transportation
483   Water Transportation
484   Truck Transportation
485   Transit and Ground Passenger Transportation
486   Pipeline Transportation
487   Scenic and Sightseeing Transportation
488   Support Activities for Transportation
491   Postal Service
492   Couriers and Messengers
493   Warehousing and Storage Facilities
511   Publishing Industries
512   Motion Picture and Sound Recording Industries
513   Broadcasting and Telecommunications
514   Information Services and Data Processing Services
521   Monetary Authorities - Central Bank
522   Credit Intermediation and Related Activities
5221   Depository Credit Intermediation
5222   Non-Depository Credit Intermediation
5223   Activities Related to Credit Intermediation
523   Securities, Commodity Contracts and Other Intermediation
5231   Securities and Commodity Contracts Intermediation
5232   Securities and Commodity Exchanges
5239   Other Financial Investment Activities
524   Insurance Carriers and Related Activities
525   Funds, Trusts and Other Financial Vehicles (U.S. Organizations)
5251   Insurance and Employee Benefit Funds
5259   Other Investment Pools and Funds
531   Real Estate
532   Rental and Leasing Services
533   Owners and Lessors of Other Non-Financial Assets
541   Professional, Scientific and Technical Services
551   Management of Companies and Enterprises
561   Administrative and Support Services
562   Waste Management and Remediation Services
611   Educational Services
621   Ambulatory Health Care Services
622   Hospitals
623   Nursing and Residential Care Facilities
624   Social Assistance
711   Performing Arts, Spectator Sports and Related Industries
712   Museums, Historical Sites and Similar Institutions
713   Amusement, Gambling and Recreation Industries
721   Accommodation (hotels)
722   Foodservices and Drinking Places
811   Repair and Maintenance
812   Personal and Laundry Services
813   Religious, Grantmaking, Civic, and Professional and Similar Organizations
814   Private Households
921   Executive, Legislative, Public Finance and General
922   Justice, Public Order, and Safety
923   Administration of Human Resource Programs
924   Administration of Environmental Quality Programs
925   Administration of Housing Programs, Urban Planning
926   Administration of Economic Programs
927   Space Research and Technology
928   National Security and International Affairs
999   Unclassified Establishments