Assessing for Organisational Excellence – 2 Days.

The EFQM Excellence Model, first awarded in 1992, has made a significant contribution to business excellence across Europe. Many thousands of organisations have started to look at guidelines to the award as a means of identifying and addressing business excellence issues. Self-assessment to the EFQM Model criteria has become one of the key drivers of continuous improvement. As part of this process, the need for trained assessors has steadily increased.


  • The course focuses upon assisting delegates to design and introduce an effective –IDB- based Business Model which is structured around the customer journey.
  • The course draws learning from techniques such as the balanced scorecard, strategy map and EFQM Excellence Model and the use of self-assessment techniques in a business support environment.
  • The course also focuses upon the design and introduction of Integrated Management Systems which incorporate ISO9000:2008, IiP, and Environmental criteria

Using our ‘live’ EFQM case study (finalist 04) to build up a knowledge base for each delegate that is designed to take them smoothly through the following stages of understanding;

  • The structure and dynamic of the model.
  • Understanding and overcoming scoring variation.
  • Using excerpts from the case study we will understand how to achieve consensus on both scores and words, and how to give effective value added feedback to your organisation on how to direct improvement efforts.
  • Planning and conducting site visits.
  • Understand how to incorporate the concepts of excellence into your business.
  • We will use specially designed syndicates to assist delegates to not only understand how to plan and conduct self-assessment programmes but also how to use the key elements of the Excellence Model to systematically design and develop a business improvement strategy which brings together the following;
    • The use of finance and other key resources within the context of the Model.
    • How to identify and incorporate critical business performance measures into the use of the Model.
    • Using the balanced scorecard to identify key areas of performance and how to link them to your ‘Customer Journey’.
    • Experience in the design and use of our unique Strategy Map and how to use it to understand and design a customer journey incorporating the Excellence Models criterion and sub-criterion.
    • The use of a leading edge case study which incorporates techniques for gathering and analysing stakeholder feedback.
    • Understanding and adopting the concepts of excellence especially Corporate Governance and Corporate and Social Responsibility.
    • Experiencing the use of leading self-assessment techniques and how to effectively link them with business improvement planning and change management

The resultant course provides each delegate with a comprehensive body of knowledge on how to introduce the Model into their business .This is supported with in-depth training materials which contain examples of -value-added’ applications of these techniques from real donor organisations. Collectively these skills, tools and techniques provide every delegate with the necessary knowledge to effectively introduce the Excellence Model into any area of their operations. They will also be able to design effective self-assessment programmes which link with the strategic objectives of their organisation as well as possessing the necessary skills to take part in external assessment of other organisations.