Tennessee Center for Performance Excellence

Transcription

1 Tennessee Center for Performance Excellence General Information Contact Information Nonprofit Address Tennessee Center for Performance Excellence 2525 Perimeter Place Drive Suite 122 Nashville, TN Phone (615) Fax Web Site Web Site Facebook Facebook Twitter Twitter At A Glance Year of Incorporation 1993 Tennessee Quality Award, Inc. Former Names Tennessee Quality Award 1

2 Mission & Impact Statements Mission The mission of the Tennessee Center for Performance Excellence is to drive organizational excellence in Tennessee. Our Vision is to be the partner of choice in leading Tennessee organizations to world-class performance excellence. Together... building a state of excellence. Background TNCPE was established in 1993 through the cooperative efforts of the Tennessee governor s office, the Tennessee Department of Economic Development, and the business community. Our goal is to improve the economic vitality of the region by promoting the understanding and use of the Criteria for Performance Excellence, a framework that identifies characteristics of world-class organizations. TNCPE is a not-for-profit 501(c)(3) corporation governed by an independent Board of Directors. We function as a public-private partnership that provides cost-effective training and support to regional businesses and organizations. TNCPE provides these services to all economic sectors: manufacturing, service, health care, education, nonprofit, and government. The TNCPE program is modeled after the Baldrige Performance Excellence Program, which was established when President Ronald Reagan signed the Malcolm Baldrige National Quality Improvement Act of 1987 into law. Since then, individual states have created local programs designed to help organizations develop national level standards. TNCPE is considered one of the most successful of these programs. Many Tennessee organizations use TNCPE as a regional stepping stone as they progress toward a national level Baldrige Award. Like the Baldrige program, TNCPE recognizes that world-class businesses and organizations boost their local economies through job growth, as well as improved education, government and health care services. TNCPE s vision is to be the partner of choice in leading Tennessee organizations to world-class performance excellence. We want all the organizations involved in the program to be recognized for world-class performance, and we strive to provide the tools for them to reach this goal. Over the past 25 years, more than 1,400 organizations have applied to and benefited from their participation in the TNCPE program. We have granted 28 Excellence Awards, our most prestigious honor, and four of those Excellence winners have moved on to win Baldrige awards. Hundreds of other organizations and individuals have benefited from TNCPE s educational opportunities through peer learning, conferences, workshops, and hands-on assistance. Impact Using the framework of an award program, TNCPE fulfills its mission by providing in-depth, low-cost assessments of regional organizations using the Baldrige Excellence Framework. Through this process, organizations receive detailed feedback that they use to improve their processes and results. As organizations grow and improve, their communities benefit from increased revenue and job opportunities, as well as better education, government, and health care services. Since its inception in 1993, TNCPE has provided assessments and feedback to more than 1,400 organizations from myriad sectors health care, service, education, manufacturing, government, and nonprofit. TNCPE trains regional professionals to provide these assessments as TNCPE examiners. Most examiners participate in at least three intensive days of training, provided free by TNCPE. Examiners take the skills developed during training and the assessment program back to their own jobs, benefiting and improving their own organizations in the process. During the 2017 program cycle, TNCPE trained around 190 examiners. TNCPE also fulfills its mission through the annual Excellence in Tennessee Conference, one of the region's premier learning and networking events. Each year, TNCPE assembles an unparalleled lineup of leaders, innovators, and experts from world-class organizations who offer training on proven best practices and inspire hundreds of Tennesseans to drive improvement in their own organizations. During the conference, TNCPE also hosts the Excellence in Tennessee Awards Banquet, providing recognition to organizations that have participated in the program that year. The conference and banquet are open to the public. Individuals and organizations can become TNCPE members at various levels. Members not only pledge financial support to further TNCPE programs, but also receive exclusive benefits and profess their commitment to performance excellence. In addition to continuing and augmenting these accomplishments, TNCPE s current goals include increasing the numbers of organizations involved in the TNCPE assessment process, creating new sources of revenue, developing more educational opportunities, and increasing and improving our pool of examiners. 2

3 Needs Volunteers: Professionals willing to serve as TNCPE examiners In-kind support: Graphic design services, web design/development services, meeting space for training and board meetings, print and digital advertising Sponsorships for: space and cost of meals during volunteer training, published materials, the annual Excellence in Tennessee Conference and Awards Banquet, the Baldrige Excellence Framework Financial: TNCPE depends on capital provided by members and donors to fund its annual budget Other ways to donate, support, or volunteer Please visit our website to learn more about supporting us with a membership, conference sponsorship or to volunteer on the TNCPE Board of Examiners. Service Categories Primary Organization Category Community Improvement, Capacity Building / Economic Development Secondary Organization Category Education / Areas of Service Areas Served TN TNCPE now serves organizations in Tennessee as well as North Carolina and other states in the southeast. CEO Statement When asked what TNCPE does, I like to tell people, We help businesses and organizations run better. If asked why, I respond, to help Tennessee become a better place to live and work. These are general statements, but they encapsulate TNCPE s mission, vision, and values. Our big picture is economic development. We get there, in part, through an award program. I want to emphasize that the awards we grant are important components of the TNCPE program, but they are a means to a much bigger end. The awards provide recognition for our region s exceptional organizations and help us build interest in the program. But most importantly, applying for an award helps organizations develop and improve their processes and results. Most of the organizations involved in TNCPE get this. In a survey of last year s award applicants, 94% said their primary reason for applying was to use the program to improve the organization, or to obtain the feedback report that outlines the organization s strengths and opportunities for improvement. These organizations know that a successful TNCPE application is backed by hard work, a focus on core values, and a long-term dedication to improvement. The people involved in our program judges, examiners, applicants, staff, and board members believe passionately in the process. They ve seen first hand the positive effects of a TNCPE evaluation. We re also proud of the programming that serves as a backdrop to the award program. Throughout the year, we provide interested organizations access to performance improvement literature, resources, and events that include free or inexpensive workshops, best practice tours, and training. TNCPE offers an incredible opportunity, and we do our best to guide organizations that want to take practical, powerful steps toward their goals. We believe our efforts result in better businesses, better schools, better hospitals, better government, and better nonprofits ultimately, a better Tennessee. 3

4 Programs Programs Evaluations and Feedback Description Businesses and organizations apply to the evaluation and feedback program by responding to the Baldrige Criteria for Performance Excellence (contained within the Baldrige Excellence Framework). Each application is assessed by a team of highly trained volunteer examiners who conduct a thorough review and site visit. After the evaluation, applicants receive feedback reports that outline their strengths and opportunities for improvement. Many successful organizations apply on a regular basis, using this low-cost consultation to develop strategic plans. It s a proven means of strengthening businesses and organizations. In turn, strong businesses and organizations are key components in economically healthy communities. In 2016, TNCPE provided assessments and feedback to 49 organizations, representing more than 10,000 examiner hours. Since 1993, more than 1,400 businesses and organizations have benefited from the program. Budget Population Served,, Examiner Training Description This year, TNCPE trained 200 volunteers to serve on the 2018 Board of Examiners. After receiving in-depth training in the Baldrige Criteria for Performance Excellence, these quality-driven professionals collaborate to assess the businesses and organizations that apply to the TNCPE Award Program each year. Examiners are also in charge of developing the valuable feedback reports that applicants use to streamline their processes, empower their workforce, and achieve the results they want.examiners come from all industry sectors across the state of Tennessee and the southeast. They will tell you they applied for the board because they were looking for a unparalleled professional challenge that would expand their knowledge base, enhance their personal effectiveness, and sharpen their competitive edge. In addition, they like the idea that they play a key role in making Tennessee a better place to live and work. This is just another way TNCPE achieves its mission to drive organizational excellence in Tennessee. Budget Population Served,, 4

5 Excellence in Tennessee Conference & Awards Banquet Description Every year TNCPE organizes and hosts the Excellence in Tennessee Conference and Awards Banquet. These events, usually held in February, provide a venue where performance-minded leaders gather to gain insight into best practices, network, and be inspired by regional and national businesses and organizations that have a proven track record of performance excellence. The conference is open to the public and provides a valuable educational opportunity. It also raises awareness of the TNCPE program, encouraging involvement from businesses and organizations throughout the region. The Excellence in Tennessee Awards Banquet, held in conjunction with the conference, is the platform TNCPE uses to recognize organizations that complete the evaluation and feedback process. During the banquet, TNCPE presents awards based on each applicant s level of achievement. Budget Population Served,, Instruction Description Throughout the year, TNCPE provides training opportunities to organizations that want to improve processes and results. All of these programs are either free or available at low cost and open to the public. Organizations interested in applying to TNCPE s evaluation and feedback program can attend one of TNCPE s application workshops. Other workshops that focus on the Criteria and performance improvement methods are held in conjunction with the annual Excellence in Tennessee Conference. When an organization wins an Excellence Award, TNCPE s highest honor, it offers a series of best practice tours. For example, the 2006 Excellence Award Winner, Pals Sudden Service, hosted more than 150 individuals during three best practice tours in Participants learned about Pal s business approach, toured Pal s facilities and took home ideas for several performance improvement strategies. TNCPE also conducts custom training sessions and presentations to interested organizations. We also will present our Baldrige for Beginners Workshop on-site to businesses wanting to learn the basics of our program in a team setting. In 2016 we presented 4 workshops reaching over 120 attendees. Budget 4000 Population Served,, 5

6 Governance Board Chair Board Chair Mr. Rodney Woods Company Affiliation BlueCross BlueShield of Tennessee Term Jan 2018 to Dec Board Members Name Affiliation Status Dr. Lyle Ailshie Kingsport City Schools Voting Mr. Mark Bainbridge Caterpillar Financial Services Voting Ms. Chris Beaulieu Cummins, Inc. Mr. Hal Beckham Medtronic, Inc. Voting Mr. Tony Benton Mountain States Health Alliance Voting Mr. Lee Brown Ms Janell Cecil Erwin Utilities The University of Tennessee Medical Center Voting Dr. Dennis Depew East Tennessee State University Voting Commissioner John Dreyzehner Tennessee Department of Health Voting Ms Tamera Fields TNCPE Exofficio Mr. Kevin Grayson North Carolina State University Voting Mr David Hart TRICOR Voting Commissioner Rebecca Hunter Tennessee Dept. of Human Resources Voting Ms Paula Jacobs Methodist Le Bonheur Healthcare Voting Mr. Doran Johnson NHC Mr. David F. Jones EnableComp, LLC Voting Mr. Wes Kelley Mr. Patrick Lawton Mr Stacey Max Columbia Power & Water Systems City of Germantown Marvin Windows and Doors of Tennessee Voting Mr. Paul Saylor Caris Healthcare Voting Mr. Charles E. Shoopman Jr. University of Tennessee Institute for Public Service Ms. Amy Shreve First Tennessee Voting Ms. Jennifer Slayton Vanderbilt University Medical Center Voting Mr. Van Wardlaw Tennessee Valley Authority Voting Mr. Alan Watson Mr. Rodney Woods Maury Regional Medical Center BlueCross BlueShield of Tennessee Voting Board Demographics - Ethnicity 6

7 African American/Black 1 Asian American/Pacific Islander 0 Caucasian 24 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 18 Female 7 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation Number of Full Board Meetings Annually 6 Standing Committees Executive Finance Audit Membership Strategic Planning / Strategic Direction Marketing 7

8 Management Executive Director/CEO Executive Director Ms. Tamera Fields Term Start June Experience Tamera Fields Parsons is President and CEO of TNCPE. Her career has been marked by key leadership and quality management positions in the banking and healthcare industries.prior to serving as President and CEO, Tamera served in various volunteer roles within TNCPE and the Baldrige organization. Her experience includes serving on the Malcolm Baldrige National Quality Award Board of Examiners, the TNCPE Board of Examiners, and the TNCPE Panel of Judges. In 2009 she became the first recipient of the TNCPE Champion of Excellence Award.Before coming to TNCPE, Tamera served as Vice President for Quality and Performance Improvement for TNCPE s first three-time Excellence Award winner, Mountain States Health Alliance (now Ballad Health). Prior to her position with Ballad Health, she was an operations supervisor and quality manager for Citigroup.Tamera is an ASQ Certified Quality Manager, NAHQ Certified Professional in Healthcare Quality, and has a BS degree from Tusculum College. Former CEOs Name Term Kathryn S. Rawls May May 2018 Ms. Marie B. Williams Jan July 2004 Staff Full Time Staff 2 Part Time Staff 1 Volunteers 195 Contractors 2 Retention Rate 100% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? Aug 2016 In case of a change in leadership, is a Management Succession plan in place? 8

9 Does the organization have a Policies and Procedures Plan? Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? Does the organization have a Document Destruction Policy? Senior Staff Ms. Sue Alexander Title Manager, Administration Experience/Biography 9

10 Financials Fiscal Year Fiscal Year Start Jan Fiscal Year End Dec Projected Revenue $686, Projected Expenses $677, Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $641,136 $633,154 $605,296 Total Expenses $600,648 $597,037 $611,709 Revenue Sources Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $53,980 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $53,980 Individual Contributions $212,675 $237,285 $228,659 Indirect Public Support $0 $0 $0 Earned Revenue $426,196 $391,352 $319,353 Investment Income, Net of Losses $69 $50 $13 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $2,196 $4,467 $3,291 10

11 Expense Allocation Program Expense $511,357 $509,454 $523,662 Administration Expense $59,527 $58,387 $58,698 Fundraising Expense $29,764 $29,196 $29,349 Payments to Affiliates $0 Total Revenue/Total Expenses Program Expense/Total Expenses 85% 85% 86% Fundraising Expense/Contributed Revenue 14% 12% 10% Assets and Liabilities Total Assets $573,281 $507,923 $494,239 Current Assets $306,437 $240,724 $261,274 Long-Term Liabilities $0 $0 $0 Current Liabilities $85,000 $9,858 $4,211 Total Net Assets $488,281 $498,065 $490,028 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Program Revenue $426,196 Program Revenue $391,352 Program Revenue $319,353 Second Highest Funding Source & Dollar Contributions, Gifts Contributions, Gifts Contributions, Gifts Amount and Grants $212,675 and Grants $237,285 and Grants $228,659 Third Highest Funding Source & Dollar Amount Other Revenue $2,196 Other Revenue $4,467 Government Grants $53,980 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires June 2019 Registration No 0 GivingMatters.com Financial Comments Financial figures are taken from 990. Financial documents prepared by Bellenfant, PLLC. Comments provided by Kathryn Bennett 9/13/18. 11

12 Created Copyright 2019 The Community Foundation of Middle Tennessee 12