Partners in Performance Excellence

2018 PiPEx Baldrige-based Examiner Training

“An outstanding professional development opportunity

that continues to reward long after the training is done.”


Becoming an examiner offers a powerful learning experience and a valuable professional development move. Examiners are not only key to the Performance Excellence program; they also serve as assets to their organization.


"Becoming a [Partners in Performance Excellence] Baldrige Examiner was a rigorous, disciplined and time-consuming immersion in Baldrige theory and practical application.  It challenged my own learnings and applications and led to numerous discussions and debates about how to move our organization towards true excellence. I put a lot more effort into it than I expected and the returns justified every bit.”






Kay Kendall, BaldrigeCoach, will be facilitating Partners in Performance Excellence (PiPEx) Examiner training this year. Kay is a nationally acknowledged expert in the Baldrige Criteria and well-regarded for her skill in examiner training.  She has more than 20 years of experience leading large-scale change initiatives across diverse industries, including aerospace, semiconductor automation equipment, computers and storage devices, and pharmaceuticals.  She completed a five-year assignment as a Lean Six Sigma Master Black Belt. She also has extensive experience using Balanced Scorecards, Hoshin Kanri, and benchmarking to deliver results.


As CEO and Principal of BaldrigeCoach, Kay currently works organizations to accelerate their performance excellence journeys.  BaldrigeCoach has worked with 20 Baldrige Award recipients, 36 recipients of the highest level State program awards, 2 systems receiving the Robert W. Carey Award, and 14 long-term care organizations receiving the Gold Award for the AHCA/NCAL Quality Program.


From 2002 through 2005, Kay served on the Panel of Judges for the Malcolm Baldrige National Quality Program after serving as an Examiner and Senior Examiner for the Program for six years.  She continues to serve as an Alumnus for the program. She has served as a technical editor for the Baldrige case studies since 2002. She has been a facilitator of the training for national examiners since 1998 and has also trained examiners in Wisconsin, Texas, Massachusetts, and the Robert W. Carey Award Program, the VA’s former Baldrige-based program.


Kay served as a Judge for the California Award for Performance Excellence in 2001 and 2002 and completed another 3-year term in 2008.  She served seven years as a Judge for the Carey Program.  She served four years as a Master Examiner and team leader for the AHCA/NCAL Quality Award, the Baldrige-based program for the long-term care industry.  In 2012, she completed her sixth year as President and Chair of PiPEx and transitioned to the Advisory Board.  She has served as a Judge for PiPEx since that time.  She completed her seventh year as a National Director on the Board of The Alliance for Performance Excellence, the consortium of Baldrige-based State and Local Programs, in 2013.


Kay is a Senior Member in the American Society for Quality (ASQ) and an ASQ Certified Quality Manager/Organizational Excellence.  She has served as an editor on the ASQ Quality Press Review Board since 2002.  She completed her third two-year term as a National Director for the ASQ Board in 2011, where she also chaired the Public Policy Advisory Council and the Research Committee.  She is a frequently invited speaker at international conferences.


Kay holds a Bachelor of Science degree from Purdue University with a major in microbiology and a MBA from the University of Arizona Eller School of Business.


Kay is the co-author of the book, The Executive Guide to Understanding and Implementing Baldrige in Health Care:  Evidence-Based Excellence.


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Course Description


Our Baldrige-based Examiner Experience for the Partners in Performance Excellence Award is our signature program. This program provides professionals an efficient way to gain a comprehensive understanding of how the Baldrige Criteria for Performance Excellence is applied to organizations in the categories of Leadership; Strategy; Customers; Measurement, Analysis, and Knowledge Management; Workforce; Operations; and Results. Our two-day workshop is the beginning of your experience, which will also qualify you to be selected from our pool of trained state examiners to perform a full Baldrige-based assessment of an applicant to our Award Program.  Your time commitment should you qualify and be selected for the complete cycle, including participating on a Site Visit will be 150 hours spread over four months, April through August.

There is minimal required pre-work (8 hours maximum) for attendees to become intimately familiar with one small element of the case study application as this will be the focal point for your work throughout the two days. Our two-day workshop is where we will use the actual Baldrige Excellence Framework to build your systems thinking and skills in assessing a mock organization’s application developed for training National Baldrige Examiners. This in–depth view of the Criteria will incorporate practical exercises in team settings that closely mimic the work for the actual award cycle process. This workshop is designed for senior leaders, department managers, continuous improvement practitioners, and other professionals who want to learn more about what’s important to their organizations.


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The workshop in brief . . .

In the two-day course, we will use the newest Baldrige application case study to:


  • Help you understand the key requirements of the seven Baldrige Categories and 17 Items
  • Evaluate and score responses for process and results
  • Focus on understanding and reducing scoring variability
  • Pool our knowledge in teambuilding exercises, learning from each other in the process
  • Learn how to evaluate an organization's Award application, appropriately applying the Criteria taking into account the organization's size, industry, and other factors
  • Understand and apply the consensus scoring process
  • Add value to the applicant with Feedback Reports


As an examiner, you will:


  • Receive formal classroom training in the Baldrige Excellence Framework
  • Develop or refine your leadership, analytical, teamwork, consensus, and writing skills
  • Build and expand your professional network and resume
  • Enhance your skills and abilities to continually improve management systems and processes
  • Learn innovative approaches employed by leading companies in Massachusetts, New York State, Connecticut, and Rhode Island
  • Create a better community and region by improving processes, systems and management practices for the organizations you work with


If you are willing to make the commitment of time and energy, want to help improve our country’s organizations, and want to benefit from an unparalleled networking and professional development experience, submit your PiPEx Examiner Application today!   Examiners who have previously served must re-apply each year.  Examiner applications are due March 30, 2018.  Apply Now!


Webinars - Dates & Times


Kickoff Webinar


Scorebook Navigator Software Webinar

April 12, 2018


April 13, 2018

9:00 am - 11:00 am

  9:00 am - 11:00 am




2:30 pm - 4:30 pm   2:30 pm - 4:30 pm



Two-Day Examiner Training - Dates, Times, Locations

Date:    April 26, 2018
Time:    9:00AM – 5:00PM


Date:    April 27, 2018
Time:    8:00AM – 4:00PM


Location: TBD
Boston, MA  area


Training Fees - Register by March 30th


  • Nonmembers - $595 per person
  • 2016 Returning PiPEx Examiners - $250
  • Corporate Level: Up to two free admissions per membership terms
  • Individual Level
  • Sustaining – $445.00



Upon submission of your application, you will be contacted with a link for payment.  For other payment options, contact Bill Self, Executive Director, email: or phone: 585-370-1038.  Apply Now!


Refund Policy


PiPEx will refund 75% of the training fee through April 1st and 50% of the training fee from April 1st through April 15th

Training fees are nonrefundable after March 20th.  Since completing the pre-work is critical to success in the class, registrants who have not completed the prework prior to the assigned dates will not be allowed to attend the class, with no refund of fees paid.





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