Self Assessment SELF ASSESSMENT FOR YOU Ann Pike 30 th September 2010.
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Transcript of Self Assessment SELF ASSESSMENT FOR YOU Ann Pike 30 th September 2010.
Self Assessment
SELF ASSESSMENT FOR YOU
Ann Pike
30th September 2010
A comprehensive, systematic and regular review by the organisation of its activities and results referenced against a model of Excellence
Allows an organisation to discern clearly its strengths and areas in which improvements can be made and culminates in planned improvement actions that are then monitored for progress
Self-Assessment – The EFQM definition
- Compliance against a standard
- Can tend to be negative-corrective action
- Usually done by an “outsider” or “specialist”
- Gives an historical view
- Positioning against a framework
- Usually positive-strengths and areas for improvements
- Best done by yourself, perhaps facilitated by a specialist
- Both historical and forward looking
- Aim is to be motivating for those involved
- Is a competition
- Marketing tool/Publicity
- Is a way of recognising a level of achievement
- Involves a judging process
- Gives an historical view
- Motivating for those receiving the award
Communicating the Message – Possible Issues: Relationship between Audit, Self-Assessment and AwardAudit Self-
assessment Award
QUESTIONNAIRE
ASSESSMENT WORKSHOP
Proforma
AWARD SIMULATION
COMBINATIONS
BASED ON YOUR DESIRED OUTCOMES AND BENEFITS, HOW WILL YOU?
•Collect evidence/data
•Document evidence/data
•Assess evidence/data
•Document results
•Present results
Plan Self-Assessment - Choosing your Technique
QUESTIONNAIRE
ASSESSMENT WORKSHOP
Proforma
AWARD SIMULATION
COMBINATIONS
MANAGEMENT MEETING / EVENT
•To consider the S-A outcomes
•To prioritise actions
•To produce improvement plan
•To agree what to communicate
•To recognise the efforts of others
Plan Self-Assessment - Different Techniques, Same Destination
Characteristics:
1.This technique can be one of the least resource intensive.
2. An approach that is completed very quickly, provided an existing and proven questionnaire is used. 3. It is an excellent way of gathering information on the perceptions of people within an organisation.
4. Some organisations use simple yes/no questionnaires, other slightly more sophisticated versions that use a rating scale
The Questionnaire Technique
Quick and easy to use - basic awareness training being sufficient to get things started
Can readily involve many people within the organisation
Enables the organisation to receive feedback which can be segmented by function and by level
Can be used in conjunction with an Assessment Workshop to provide a more balanced view of deployment for the management team
Can be used to facilitate group discussions between teams on the opportunities for improvement within their unit
The Questionnaire Technique - Benefits
A list of strengths and areas for improvement is not necessarily immediately generated
Accuracy depends upon the quality of the questions asked
Excessive use of questionnaires in an organisation may result in a low return - what response rate is a valid return?
Wide circulation can raise expectations which, if unfulfilled, may de-motivate
Questionnaires tell you what people think, not why they think it. You must investigate further to find root causes
The Questionnaire Technique - Risks
Does not allow for comparison with scoring profiles of Regional, National or European Quality Award Applicants
There is no direct link between the questions in the questionnaire and the criteria parts of the Model
3.11 The Questionnaire Technique – Risks (cont’d)
Selection Criteria - Maturity/Effort Differences
MATUREORGANISATION
Appropriate Questionnaire
AssessmentWorkshop
Proforma supported by Peer evaluation
Award Simulationor
Award Application
ON THE WAY Questionnaire & Workshop
Facilitated Assessment Workshop
Proforma
Facilitated AssessmentWorkshop
Pilot Award Simulation
STARTING ON THE EXCELLENCE
JOURNEY
Elementary Questionnaire
More detailed Questionnaire
CustomisedQuestionnaire
Facilitated Assessment W/shop
LOW EFFORT MEDIUM EFFORT HIGH EFFORT
Benefits From Self Assessment
• Improved awareness of strengths and areas of concern/weakness across your whole organisation
• Good way of involving people/improves knowledge of the organisation
• You are in total control of what you need to do to improve/ no need for others to tell you
• Linked to strategic & business planning avoids overlap/duplication of effort
• Linked to strategic planning- feels less like ‘just another initiative’
QUESTIONS?Discussion
• Example of a short questionnaire to aid discussion
• Example of HAME guide
Characteristics:
1. An Assessment Workshop is an event, typically 1.0 and 1.5 days that involves members of a team in a discussion and decision making process linked to assessing evidence and data presented and reaching consensus on Strengths and Areas for Improvement.
2. A second discussion and decision-making process would be used to prioritise the list of potential improvement actions, assign ownership and agree timescales for delivery of the improvements.
3. The team involved can consist of anyone from within the organisation – one of main advantages of this self-assessment method is the opportunity to gain the active involvement of the management team.
The Assessment Workshop Technique for Self-Assessment
The Assessment Workshop Technique for Self-Assessment (cont’d)
Characteristics:
4. Typically, each member of the team will take responsibility for one or more Criteria of the EFQM Excellence Model and will ensure that data and evidence relevant to his/her area of responsibility is gathered before the Assessment Workshop.
5. At the workshop team members present to their peers the data and evidence gathered. This provides the start point for the team to discuss and reach consensus.
6. Consideration needs to be given to the order in which the nine criteria are addressed.
An excellent way to get the team to understand the Model and gain their commitment to it
Discussion and agreement by the team on the strengths and areas for improvement helps to build a common view
Ownership by the team of the outcomes, subsequent prioritisation and agreement to action plans
An opportunity for team building
An agreed list of strengths and areas for improvement is produced which will drive improvement actions
The Assessment Workshop Technique - Benefits
Needs excellent preparation and facilitation
Personal perceptions can make evidence of the deployment of an organisation’s processes difficult to assess
There is scope for an unrealistic assessment
The Assessment Workshop Technique - Risks