Symbiotic International Consulting Services (SICS)
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1 Symbiotic International Consulting Services (SICS)
2 Assessing Organizational and Evaluation Excellence Using Total Quality and Environmental Management Systems Approaches (Quest for Excellence) Sandiran (Sandi) Premakanthan Australasian Evaluation Society (AES) Annual Conference Perth, Australia September 10-12, 12, 2008
3 Presentation Objectives Provide to an introduction to Total Quality and Environmental Management Systems approaches to assessing management excellence Provide a comparison of the different but complimentary Value for Money (VFM)/Excellence Assessment approaches Provide a rationale for a total systems approach to evaluation management
4 Evaluation Policy Proposal Refocus evaluation on results and valuefor-money (ie: relevance and program performance) Reference: Treasury Board Secretariat of Canada
5 Suite of Evaluation Approaches Strategic Policy Evaluation Impact Evaluation Targeted VFM Evaluations Implementation Evaluation
6 Value for Money Definition Value for money is one definition of quality that judges the quality of provision, processes or outcomes against the monetary cost of making the provision, undertaking the process or achieving the outcomes.
7 Value for Money Definition A concept associated with the economy, effectiveness and efficiency of a service, product or process, ie a comparison of the input costs against the value of the outputs and a qualitative and quantitative judgement over the manner in which the resources involved have been utilised and managed.
8 Value for Money Definition Erlendsson (2002) states: Value for money (VFM) is a term used to assess whether or not an organisation has obtained the maximum benefit from the goods and services it both acquires and provides, within the resources available to it. Source: Analytic Quality Glossary
9 Value for Money Audit Independent audit of a not-for for-profit organization (government agency or unit, charity, trust,, etc.) to assess the effectiveness and efficiency of its utilization of funds.. It is employed where the standard commercial performance (profit oriented) measures cannot be used. Also called value for money analysis. Source: Business Dictionary
10 THE QUEST FOR EXCELLENCE International Organization for Standardization ISO Suite of Systems and Standards ISO Quality Management System ISO Environmental Management System
11 Evaluation Excellence Standards Evaluation Planning and Issues Competency Objectivity and Integrity Consultation and Advice Measurement and Analysis Reporting Reference: Treasury Board Secretariat of Canada Evaluation Policy April 1, 2001
12 THE QUEST FOR EXCELLENCE The Malcolm Baldrige National Quality Award - Criteria for Performance Excellence Framework The Canadian Framework for Business Sector Excellence Canadian Quality Criteria for the Public Sector Excellence European Foundation Quality Management (EFQ) Business Excellence Model
13 Value for Money Tools and Techniques Value for Money Evaluation/Assessment Tool/Profile (Treasury Board Secretariat of Canada) Cost-Benefit Analysis Cost-Effectiveness Cost - Analysis Infrastructure Ontario: Value for Money - alternative financing and procurement (AFP) model
14 ISO Quality Management System Standards ISO 9001: Systemic Requirements 4.1 Establish your quality management system (QMS) 4.2 Document your quality management system (QMS) ISO 9001: Management Requirements 5.1 Support quality 5.2 Satisfy your customers 5.3 Establish a quality policy 5.4 Carry out quality planning 5.5 Control your quality system 5.6 Perform management reviews
15 ISO Quality Management System Standards ISO 9001:Resource Requirements 6.1 Provide quality resources 6.2 Provide quality personnel 6.3 Provide quality infrastructure 6.4 Provide quality environment
16 ISO Environmental Management System Standards 4.1 Systemic requirements 4.2 Policy requirements 4.3 Planning requirements 4.4 Operational requirements 4.5 Checking requirements 4.6 Review requirements
17 Baldrige Criteria for Performance Excellence Framework A Systems Perspective 2. Strategic Planning 5.Workforce Focus 1. Leadership 7. Results 3. Customer and Market Focus 6. Process Management 6. Measurement, Aanalysis and Knowledge Management
18 2008 Categories and Items Point Values 2008 Categories and Items Point Values 1 Leadership Senior Leadership (70) 1.2 Governance and Social Responsibilities (50) 2 Strategic Planning Strategy Development (40) 2.2 Strategy Deployment (45) 3 Customer and Market Focus Customer and Market Knowledge (40) 3.2 Customer Relationships and Satisfaction (45)
19 2008 Categories and Items Point Values 4 Measurement, Analysis, and Knowledge Management Measurement, Analysis, and Improvement of Organizational Performance (45) 4.2 Management of Information, Information Technology, and Knowledge (45) 5 Workforce Focus Workforce Engagement (45) 5.2 Workforce Environment (40) 6 Process Management Work Systems Design (35) 6.2 Work Process Management and Improvement (50)
20 2008 Categories and Items Point Values Results Product and Service Outcomes (100) 7.2 Customer-Focused Outcomes (70) 7.3 Financial and Market Outcomes (70) 7.4 Workforce-Focused Outcomes (70) 7.5 Process Effectiveness Outcomes (70) 7.6 Leadership Outcomes (70) TOTAL POINTS 1,000
21 The Canadian Framework for Business Excellence
22 Conclusion There is need for: developing and adopting a Total Evaluation Management Excellence System (EMES) Self-Assessments of EMES for continuous improvement EMES certification of evaluation organizations and auditing for compliance?
23 Criteria for EMES Evaluation Management Requirements Evaluation Strategic Planning Requirements Stakeholder/Client focus evaluation Evaluation workforce focus Evaluation process management Performance Results Evidence Management (Measurement, Analysis, Monitoring and Reporting)
24 Contact Information Sandiran (Sandi) Premakanthan Symbiotic International Consulting Services (SICS) 10 Lillico Drive, Ottawa, Ontario Canada K1V 0G5. Telephone:
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