Scorebook Navigator™ Stage 2 Consensus User Manual
Contents
1. Yes Yes Yes 1 1a 2 TeamMember w Strengths include figure references as appropriate Q T al ay Ly E C 9 Strengths Rationale nig Observation f Note mn m e ma Aa n amn dl l C To cut back on typing you can move team members observations from the gold panels into the Strengths and OFIs Tabs as you construct comments This can be done in one of two ways 1 Copy and paste the relevant text Highlight with your mouse then Ctrl C to copy Ctrl V to paste on a PC Command C to copy Command V to paste ona Mac 2 Click to open the field in the scorebook where you want to place an observation Go into the gold panel and highlight the observation with your mouse Drag and drop the highlighted text into the open field Use the Rationale column to explain to you teammates why you selected this comment to be included in the feedback report If there were different opinions on the team explain how you decided between those opinions If you think a Strength or OFP is significantly important click on the box in the column If you think it might be a part of a Key Theme click on the box in the i column Use the Notes section to address the most significant strengths or OFIs that were not included in your selection of about six total comments Retain Initials for Consensus Please be sure to retain the initials of the examiner s whose independent review work has been incorporated into the comments you devel2. effective use of instructional technology and leading edge nursing distance education DJ Maeva Tanne Pts Aenliaannt han antablinband ibm Miecian Uieian and tahna FO Z Key Factor References ce T TT tt ES El i KF Cat Most significant key factors KFs for this Item FIGURE 3 When you click the gold Circle 1 Icon a panel appears that contains your team s independent review findings Click the blue Circle 1 icon to hide the team s independent review observations increasing your workspace Sortability A handy feature the columns in the gold panels are sortable by clicking on the header For example an Item lead might sort by Item reference This will place the examiners observations in order making it easier to note similar observations Synthesis Consolidated Key Factors will appear when you select the Key Factors Tab on the menu bar or when you choose the Key Factor References panel from the drop down menu on the Item Evaluation Screen Note that the Key Factors on the Item Evaluation drop down menu may be abbreviated To view the full text of the consolidated key factors go to the Key Factors Tab or print a Key Factors Report Synthesizing Key Factors Working with the Key Factors panel in the Consensus Item Evaluation Screen Item leaders have 12 spaces to select the most significant Key Factors relative to an Item Remember you will select no more than six Key Factors per Item but the extra spaces allow a lit
3. tt ay EJ E C Opportunities for Improvement include figure references as appropriate FIGURE 2 Click the gold Circle 1 icon to view fellow team members work as you synthesize Items The other major difference is that you now have access to fellow examiners independent review findings accessible by clicking the gold Circle 1 Icon Once clicked the gold Circle 1 Icon turns blue and the team s relevant independent review work will appear on a gold panel above each scorebook tab team Key Factor references above the scorebook Key Factor References Tab team Item evaluation findings above the Strength and OFIs Tabs The gold panel has its own scrollbar Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 3 6 Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports Program My Account TNCPE 2009 Case Study Education 2009 10 abc A gt Item 5 1 Workforce Engagement WBS 0 x ov Bc Q 1 Stage 1 Key Factor References a Examiner Category Key Factor Reference David Jones P la Applicant claims strengths in the creativity knowledge and skills of its faculty staff and students DJ David Jones P la Applicant employs 118 faulty and staff 97 non unionized faculty and 21 administrative and clerical staff Also utilizes 60 adjunct an loaned hospital faculty DJ David Jones P la Applicant s core competencies are High quality nursing instruction
4. Item Evaluation scorebook screen you used in independent review Some of the tabs are different however As in independent review there are Key Factors References and Scoring Tabs but the Streneths Tab and an OFIs Tab are now used for feedback ready comments The ADLI columns are no longer present but an observation column is available for team member feedback on your comments Help Functions To review the instructions for each column hover your cursor over the title A popup box will give a brief description of the instructions Key Factor References G OT at Ah CO o Strengths include figure references as appropriate B F T EE E E 2 Strengths Rationale Observation T indicate why you included this strength in the worksheet fi e because it addresses a strategic challenge Record 1 Opportunities for Improvement include figure references as appropriate The other major difference is that you now have access to fellow examiners independent review findings accessible by clicking the gold Circle 1 Icon Organization Self Assessment Tool Sign Out Scorebooks Key Factors Item Evaluation Key Themes Reports My Account Copy of Copy of NIST 2008 Prework assigned Business nFP 2008 Item 1 1 Senior Leadership 0 Key Factor References Strengths include figure references as appropriate emsa i meno mariaa eaae Item 1 1 Scoring Click on the numbered white cells to set a score C ays
5. ment TMB evidence for ist OFI statement TMB Yes 1 1a 1 B TeamMember 2nd OFI statement TMB evidence for 2nd OFI statement TMB Yes 1 1a 3 B TeamMember 3rd OFI statement TMB evidence for 3rd OFI statement TMB Yes 1 1b 1 Feedback 10basic Item 1 1 z aoe Key Examiner type Significant Comment item Reference Examiner Type Significant Comment Item Reference These B TeamMember Strength Yes Feedback ready comment for one of the strength statements TMB 1 1a 1 Yes B TeamMember OFI Feedback ready comment for one of the OFI statements TMB 1 1b 1 Here s how to do it 1 Inthe consensus scorebook select the Item Evaluation Tab Choose the Item you want to print from the drop down menu at the top of the screen 2 Click the gold Circle 1 Icon This will display all team members work for that Item 3 Page down past the Key Factors Tab to the Strengths Tab Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 7 4 Under the Strengths Tab on the gold panel click the Print Preview Icon left This will open up a window with a printer friendly version of the Item observations From this window you can sort the data by clicking on the column headers 5 Ifyou would like a Word copy of this report right click in the report click Select All then copy and paste into Word 6 Fora printout without copying in Word in your browser set up your printer preferences and print Please be aware that yo
6. op You will need these references for the consensus meeting Using Observation Fields In the consensus scorebook you will encounter Observation fields on the Key Factors screen as well as on the Strength and OFI Tabs on the Item Evaluation screen Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 5 X an BEHAVIOR DJ David Jones 1 1a 3 HOW do SENIOR SPP and tactical action plans DJ not clear maybe SPP balanced through improvement process the LIGHT Scorecard DJ DJ Observation hr DJ not clear DJ not clear DJ Jun 17 2009 10 27PM David Jones WIATA I Hoe E Four examiners noted individual leadership ra J development activities however the consensus examiner did not see evidence that these were Add sufficient to establish an environment for eating cad a organizational and workforce learning organizational Jun 17 2009 10 27PM David Jones Four examiners noted individual leadership development activities however the consensus examiner did not see evidence that these were sufficient to establish an environment for organizational and workforce learning FIGURE 4 Use the Observation Fields in the consensus scorebook to communicate with fellow examiners during synthesis and to remember your rationale for the consensus meeting The Observation fields provide a communication tool for the team An Item leader can note why a comment was not used
7. s Here s how it works 1 Prior to a consensus meeting the team members can review the comments written by all other team members and enter any feedback they have in the observation box Item leads can make changes to the comments if appropriate in response to other team members feedback This virtual consensus can significantly reduce the time needed in a face to face consensus meeting Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 8 2 During the consensus meeting Item leaders direct the discussion pertaining to their Items As this takes place the Item leaders can make and save agreed upon changes to their sections of the scorebook accessible to them via the blue assignment link on the Scorebooks page 3 Once the changes are entered team members should refresh their browsers updating their team consensus scorebook screens with the revised information When the team concludes the consensus meeting examiner initials are removed from all comments in the shared consensus scorebook and other edits are made to meet the Feedback Report guidelines Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 9
8. suggest re wording of a Key Factor or briefly explain their rationale behind the comment This is also a space where the Item back up can provide feedback As multiple examiners contribute thoughts the most recent observation will be at the top The software automatically notates the observation with the date time and examiner name OFI Alert Observations Won t Print Something to keep in mind The observation fields are viewable by all members of the team as they use the software However data in these fields will not appear on the Item Report printouts To ensure that your observations and comment rationale are visible during consensus if you will be using printed Item Reports place your notes below the completed comments in the Comments fields Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 6 E mail Capabilities If an Item leader wants immediate feedback on an observation he or she can e mail the team leader Item back up or the whole team using Scorebook Navigator The People icon left on the toolbar will activate the examiners e mail system which contains the contact information for team members If you select the E Mail Whole Team option be sure to check your e mail system protocol Scorebook Navigator separates e mail addresses by semi colon If your mass e mail function is comma delimited or another protocol you will have to do some editing It may be easiest to just c
9. tle more room to work Use the navigation arrows on the tool bar to move key factors up or down as their relevance is determined through supporting comments When you re done remove surplus Key Factors from the bottom of the list Developing Strengths and OFIs You will use the fields in the Strengths and Opportunities for Improvements panels to develop the comments you will present at your consensus meeting When you access the Strengths and OF Is panels fellow team members work will appear when you click the gold Circle 1 Icon Team observations will be organized into three tabs Strengths OFPs and Gaps and Feed Back These tabs correspond to the fields examiners filled in on the independent review scorebook Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 4 Key Factor References 7 T tT UY oe o A Examiner Strengths As Evidenced By E Es Ss e cE J A Strength statement number 1 TMA evidence for strength statement number 1 TMA Yes Yes Yes 1 1a 1 TeamMember A Strength statement number 2 TMA evidence for strength statement number 2 TMA Yes Yes 1 1b 2 TeamMember A Strength statement number 3 TMA evidence for strength statement number 3 TMA Yes Yes 1 1a 3 TeamMember A TeamMember B Yes ist Strength statement TMB evidence for 1st Strength statement TMB Yes Yes Yes Yes 1 1a 1 Yes B TeamMember B 2nd Strength statement TMB evidence for 2nd strength statement TMB
10. u will be printing your entire team s independent review observations for that Item which could result in a large print job Consider using the print preview window to identify selected pages or page ranges 7 Also note that the team observations in the gold panels above the Strengths Tab are the same observations that appeat above the OFIs Tab You don t need to print them twice Scoring When the gold Circle 1 button is activated Item leaders have access to all the scores selected by team members This information is provided for reference only as scoring information should never be averaged during an evaluation Examiner Final Score Overall A TeamMember 45 30 45 B TeamMember 55 50 65 ma mA A n mand l m FIGURE 5 ITEM leaders have access to the team s Item scores This is for reference only never average scores Remember that when you score an Item in the shared consensus scorebook you are scoring your comments which are derived from the work of others It is likely that consensus scoring will vary from the scoring done in independent review as the Item leaders have more information to consider when determining the scoring range and the score Using Scorebook Navigator at Consensus Since the shared Stage 2 Consensus Scorebook is a single document that can be accessed by multiple users at one time it will support real time revision during the consensus meeting This can be a powerful aid in the consensus proces
11. ur Independent Review Scorebook under the Stage 1 Tab The link to this scorebook is grey indicating that it is a read only file Use this scorebook as a reference as you synthesize your assigned Items for consensus Your independent review scorebook read only format Applicants Number B TeamMember Grey the team scorebook Points Blue Your Item assignments EJIDO Go Key Fado Only When finthed check Gone on your Scorebook p bl U e ENa 25002 Complete indvidual raves When finished chack Done on your Score 35 1000 iB Taamtembker mege Applicants Number Stage n 2 Fa L000 FIGURE 1 Your independent review scorebook in read only format appears m the SCorepook Columm under Stage 1 Tab In the same column the Stage 2 Tab contains a link to the shared team scorebook in grey and your assigned Items in blue Copyright 2013 Rocky Mountain Performance Excellence all rights reserved 2 On the Stage 2 Tab under the Scorebook column heading you will find your assigned Items blue links and the shared consensus scorebook The shared consensus scorebook link is grey indicating it s in read only format Every team member can view this scorebook at any time The scorebook is filled as members complete their Item assignments Consensus Item Assignments When you click on a blue Item assignment link to begin your Item synthesis it will open a scorebook screen that looks a lot like the
12. ut and paste the desired e mail addresses into your e mail system Printing Stage 1 pre work An Item leader may wish to print all of the team s independent review observations as a resource for synthesizing observations into comments Stage I Comments For Strengths amp OFIs Strengths 10basic Item 1 1 Examiner Strengths As Evidenced B A D L I Item Reference Bom A TeamMember Strength statement number 1 TMA evidence for strength statement number 1 TMA Yes Yes Yes 1 1a 1 A TeamMember Strength statement number 2 TMA evidence for strength statement number 2 TMA Yes Yes 1 1b 2 A TeamMember Strength statement number 3 TMA evidence for strength statement number 3 TMA Yes Yes 1 1a 3 A TeamMember B TeamMember Yes ist Strength statement TMB evidence for ist Strength statement TMB Yes Yes Yes Yes 1 1a 1 Yes B TeamMember 2nd Strength statement TMB evidence for 2nd strength statement TMB Yes Yes Yes 1 1a 2 B TeamMember 3rd Strength statement TMB evidence for 3rd strength statement TMB Yes 1 1a 3 OFIs 10basic Item 1 1 Examiner Strengths As Evidenced B A D L I Item Reference A TeamMember OFI statement number 1 TMA evidence for OFI statement number 1 TMA Yes 1 1a 2 A TeamMember OFI statement number 2 TMA evidence for OFI statement number 2 TMA Yes 1 1b 1 A TeamMember OFI statement number 3 TMA evidence for OFI statement number 3 TMA Yes 1 1a 3 B TeamMember Yes ist OFI state
13. wea ROCKY MOUNTAIN PERFORMANCE EXCELLENCE Scorebook Navigator Stage 2 Consensus User Manual Version 11 2013 Copyright 2013 Rocky Mountain Performance Excellence all rights reserved Stage 2 Consensus After stage 1 independent review examiner teams move on to stage 2 consensus During this phase team members consolidate their independent review findings eventually coming to an agreement on scorebook comments Key Factors site visit issues and numerical scores The Scorebook Navigator provides a number of features that support the consensus process These include 1 A shared consensus scorebook that is accessible in read only format to all team members 2 Access to each team membet s Stage 1 work that makes it easy for Item leaders to consolidate feedback ready comments 3 Observation Fields which can be used by Item back ups to provide feedback to the Item leader or team leader 4 An integrated e mail function that facilitates off line discussion of issues 5 The ability to revise the consensus scorebook in real time during the consensus meeting The Consensus Scorebook Screen After your team has completed independent review the team leader will assign each member an Item or Items to synthesize prior to the consensus meeting When you log into Scorebook Navigator the Scorebook Screen will display this new assignment under a tab called Stage 2 You still have access to a copy of yo
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