Introduction Assessment Tools... 2

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2 There are a number of self-assessment tools available to support organisations on their journey towards excellence, using the EFQM Excellence Model As with any tool, knowing what to use and when to use it helps ensure you get the desired outcome. The objective of this document is to help you understand what s available and whether it will add value to your organisation. Introduction... 1 Assessment Tools... 2 Starting your Journey towards Excellence. Working towards Committed to Excellence... 3 EFQM Quick Check... 3 Questionnaire: Determining Excellence... 3 Simple Self- Assessment... 3 Working towards Recognised for Excellence... 4 EFQM Business Excellence Matrix... 4 Working towards EFQM Excellence Award... 4 EFQM Excellence Assessment Matrix... 4 Tools for Assessors... 5 The EFQM Assessor Guide

3 We ve listed the tools available from EFQM here in order of the complexity of the tool and the maturity of the intended organisation, starting from those who have never seen the EFQM Excellence Model before through to those preparing to apply for Recognised for Excellence and EFQM Excellence Award. 2

4 EFQM Quick Check Description: Assess the maturity of key approaches in place and prioritise them against your strategic objectives Format: MS Excel worksheet Audience: Organisations that have not done a self-assessment before Purpose: Do a quick assessment against of 20 key building blocks to identify current strengths and priority improvement areas. Links to the Business Excellence Matrix, as next step assessment. Scoring: Simple scoring profile Source: Developed and shared by Ricoh Notes: A guidance document is also available which explains how to use the spreadsheet. Committed to Excellence compatible Questionnaire: Determining Excellence Description: A simple self-assessment tool, with about 5 questions per criteria Format: EFQM Publication Audience: Organisations that have not done a self-assessment before Purpose: To provide a simple assessment against the 9 criteria, identifying current strengths and priority areas for improvement. Scoring: No, but can easily be adapted in-house to produce a score Available: Order at the EFQM Webshop Notes: Committed to Excellence compatible Simple Self- Assessment Description: Rate your organisation s maturity against the 8 Fundamental Concepts of Excellence Format: MS Word Audience: Organisations that have not done a self-assessment before Purpose: Identify where are, where you want to be and what actions need to be taken. Scoring: No Released: Updated for 2013 and used in the Journey to Excellence course Notes: Committed to Excellence compatible 3

5 EFQM Business Excellence Matrix Description: Simple Self-Assessment tool that can also produce an Enabler Map submission document. Format: MS Excel spreadsheet Audience: Organisations who are considering applying for Recognised for Excellence in the future Purpose: This tool will allow you to complete a self-assessment against the 9 criteria and score using a simplified version of the RADAR. You use the information captured to generate an Enabler Map. Scoring: Yes (maximum score is limited to 600 points to prevent over-scoring) Source: Developed and shared by Ricoh Notes: A guidance document is also available which explains how to best work with the spreadsheet. Recognised for Excellence compatible EFQM Excellence Assessment Matrix Description: Self-Assessment tool that can also produce an Enabler Map submission document. Format: MS Excel spread sheet Audience: Organisations who are considering applying for EFQM Excellence Award in the future Purpose: This tool will allow you to complete a self-assessment against the 9 criteria and score using a simplified version of the RADAR. You use the information captured to generate an Enabler Map. Scoring: Yes (maximum score is 1000) Notes: A guidance document is also available which explains how to best work with the spread sheet. EFQM Excellence Award compatible 4

6 The following tools have been developed specifically for Assessors, for use in both internal and external assessments. The EFQM Assessor Guide 2013 Description: The Bible for 2013 Award Assessors, now available to all Format: PDF Audience: Assessors Purpose: The guidelines for conducting an EFQM Assessment and Site Visit, as used in the EEA 2013 process Scoring: Includes guidance for applying the revised RADAR Available: Free download from for EFQM Members only Released: March

7 EFQM Avenue des Olympiades Brussels, Belgium Tel: Fax: info@efqm.org EFQM 2013 No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (be this electronically, mechanically, through photocopy, or recording or otherwise) without either the prior written permission of, or a licence permitting restricted copying, and use for a third party, from the publisher. 6