2008 Baldrige ACTIONABLE Business, Public Sector and Other Nonprofit Criteria

Item 7.3: Financial and Market Outcomes

Item 7.3: Financial and Market Outcomes (70 pts.)   Results

What are your financial and marketplace performance results?

Summarize your organization’s KEY financial and marketplace PERFORMANCE RESULTS by CUSTOMER or market SEGMENTS, as appropriate.

Include appropriate COMPARATIVE data.

Provide data and information to answer the following questions:

7.3a. Financial and Market RESULTS

a(1)  What are your current LEVELS and TRENDS in KEY MEASURES or INDICATORS of financial PERFORMANCE, including
        aggregate MEASURES of financial return, financial viability, or budgetary PERFORMANCE, as appropriate?

a(2)  What are your current LEVELS and TRENDS in KEY MEASURES or INDICATORS of marketplace PERFORMANCE, including
        market share or position, market and market share growth, and new markets entered, as appropriate?

Notes:

N1. Responses to 7.3a(1) might include aggregate MEASURES of financial return, such as return on investment (ROI), operating margins, profitability, or profitability by market or CUSTOMER SEGMENT. Responses also might include MEASURES of financial viability, such as liquidity, debt-to-equity ratio, days cash on hand, asset utilization, and cash flow. MEASURES should relate to the financial MEASURES reported in 4.1a(1) and the financial management APPROACHES described in Item 2.2. For nonprofit organizations, additional MEASURES might include PERFORMANCE to budget, reserve funds, cost avoidance or savings, administrative expenditures as a percentage of budget, and the cost of fundraising versus funds raised.

N2. For nonprofit organizations, responses to 7.3a(2) might include MEASURES of charitable donations or grants and the number of new programs or services offered.

For additional description of this Item, see 7.3 Financial and Market Outcomes Description.

2008 Business Nonprofit Criteria Links: 1.1 - 1.2 - 2.1 - 2.2 - 3.1 - 3.2 - 4.1 - 4.2 - 5.1 - 5.2 - 6.1 - 6.2 - 7.1 - 7.2 - 7.3 - 7.4 - 7.5 - 7.6 - P.1 - P.2

Blue Words above are hyperlinks to their definitions.

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