2010 Baldrige 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 market SEGMENTS or CUSTOMER groups, as appropriate.

Include appropriate COMPARATIVE data.

Provide data and information to answer the following questions:

7.3a. Financial and Market RESULTS

(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?

(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 SEGMENT or CUSTOMER group. 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.

Note: CAPITALIZED words above are hyperlinks; Red words above were added for the 2009 - 2010 INTEGRATED Business, Nonprofit, and Public Sector Criteria

Click on the Integrated Criteria Excellence Framework below to go to any Criteria Item.

Thank you for using the only truly integrated form of the Baldrige Criteria available anywhere. Paul Steel