Introduction and Basics to Self Check for Sustainable Economy www.eurocrafts21.eu Holger Rohn - Trifolium-Beratungsgesellschaft mbH

(Future) Requirements to enterprises Surrounding/Environment Fairness/Trust Enterprise Values Knowledge/ Know how Brand and Image Financial Capacity Capital Assets Classic enterprise value Sustainable Enterprise value Investors/Creditors Clients Employees Stakeholders Partners Society Holger Rohn - Trifolium-Beratungsgesellschaft mbH

The triangle of sustainability in the enterprise Holger Rohn - Trifolium-Beratungsgesellschaft mbH

The RADAR Method of the EFQM Excellence Model Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Status quo and advantages of the Self Check in matters of sustainable economy Self check as well as sustainable economy is a quite new issue for enterprises/organizations. Self assessment tools for a sustainable economy are generated since the late 90s.. Self assessment aims at the enquiry of the status quo and continuous improvement. So it caters to genuine enterprise topics. Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Status quo and advantages of the Self Check in matters of sustainable economy (continuation) Self assessment allows enterprises/organizations to deal with relevant enterprise issues internally. So it puts the enterprise in the position to anchor the topic of sustainable enterprise in the organization. Self assessment tools offer different "entrance levels" and complexity (INC vs. EFQM). Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Attributes of Self Assessment Tools (Selection) No external (outside-) assessment, but an internal (self-) assessment! Dialogical tools Enquiry via questionnaire Mostly subjective estimation of the situation Qualitative, no quantitative enquiry Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Attributes of Self Assessment Tools (Selection) (continuation) Online Self Assessments, e.g. INC – Initialer Nachhaltigkeitscheck, MNC – Multikultureller Nachhaltigkeitscheck Self Assessments as part of innovation and improvement processes, e.g. SAFE - Sustainability Assessment For Enterprises, fNC-future Nachhaltigkeitscheck, BNC - Bochumer Nachhaltigkeitscheck, FABRIKregio, ÖkoBusinessPlan Wien, KURSCheck Self Assessments as part of complex management systems, e.g. EFQM, be.st - benchmarking for sustainability, SusEx - Sustainable Excellence nach EFQM) Holger Rohn - Trifolium-Beratungsgesellschaft mbH

BNC – Bochumer Nachhaltigkeitscheck (Bochum Sustainability Check): Execution Base of »Self-Check Craft« for subjective status quo analysis for creating a strengths/potentials profile for identification and planning of actions Process of execution: workshops (and exchange of experiences) Employee participation: ca. 3 to 8 persons, management Source: Trifolium Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Implementations of some tools until today INC: > 300 enterprises online, MNC: > 500 uses SAFE: > 40 KMU (known); diverse enterprises and consultants in Germany and beyond: qualification workshops, execution with and without support by the developers (e.g. The Netherlands, the baltic states, Middle America, Australia) BNC and variations: > 25 enterprises Sustainable Excellence approach: > 50 realisations Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Self Check Craft - 7 Steps of Realisation Step 1 Preliminary talk of consultants with the enterprises; information of staff Step 2 Building a project team Step 3 Project team‘s introduction into the methodology Optionally before or together with step 3: Introduction workshop (qualification module) for the enterprise into the topic of "Sustainable Economy in Craft“ Step 4 Filling out, collecting and forewarding the questionnaires Step 5 First assessment workshop Step 6 Search for information regarding the undone marks Step 7 Second assessment workshop with action planning Holger Rohn - Trifolium-Beratungsgesellschaft mbH

10 Topics of the Survey* Clients, Products and Services Human Resources (Further) Education Mission Statement and Strategy Organization and Leadership Production and Service Cooperation and Innovation Finance and Legal Security Regional Surrounding Field of the Enterprise International Markets/ Globalisation *Based on BNC-Bochumer Nachhaltigkeits-Check / Nachhaltigkeits-Selbstbewertung Wien (Trifolium – Beratungsgesellschaft mbH) Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Statement – Answers – Reasons/Justifications Statement: Our company implements effective measures to lower production costs. Answer: The points below are supported by a systematic approach. The points below were implemented. Procedure and implementation are measured / evaluated and improved where applicable. Reasons/justifications: for every statement Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Statement – Answers – Reasons/Justifications The meaning of the statement is reasonable Reasons/justifications are to be given for the assessments of every statement Target is management via figures, data and facts! With it, a pure subjective estimation shall be avoided! Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Assessment The assessment is carried out in four steps at a scale from 10 to 0: 1. Relevance of statement for your company relevant --- not relevant 2. The points below are supported by a systematic approach. fully applicable --- absolutely not applicable 3. The points below were implemented… to 100% --- to 0% 4. Procedure and implementation are measured / evaluated and improved where applicable. Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Weight of the Assessments Weight of the total assessment in the 3 assessment categories: The below points are supported by a systematic approach. 1/3 The below points were implemented. Procedure and implementation are measured / evaluated and improved where applicable. Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Results and Benefits of Self Assessment Detailed status quo analysis, differentiated at ten action sectors of the enterprise and three action aspects (planning, implementation, evaluation) Action plan basing on the status quo analysis Systematical improvement actions/ action plan Benefits for the enterprise: Identification of concrete improvement and saving potentials Continuous improvement process Increasing of cognitive, reflection, expertise, and social competences of the participants Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Operating Expense of Self Assessment Element Expenditure of time (consultant) [ca. h] Expenditure of time enterprise [ca. h] [project manager/ member of staff] Project development and preparation 2 - 4 2 / - Team building and kick-off workshop 3 3 / 2 Status quo analysis (individual) - / opt. 4 - 6 2 / 1-2 Workshop for analysis and consensus 4 - 6 5 / 4 Workshop for potential identification and action planning Implementation of actions and controlling individual Sum 17 - 25 17 / 11 - 12 Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Holger Rohn Contact Trifolium - Beratungsgesellschaft mbH Alte Bahnhofstrasse 13, D-61169 Friedberg, Germany Phone: +49 6031 68754 64 email: info@trifolium.org Web: www.eurocrafts21.eu This project is funded with support from the European Commission. This publication reflects the views only of the author, and the Commission can not be held responsible for any use which may be made of the information contained therein. The Leonardo da Vinci project Euro Crafts 21 is carried out under the administration of plenum - society for holistic sustainable development and the Factor 10 Institute Austria. The objective of the project is to establish a significant added value in the vocational education in Austria and the participating partner countries (Finland, Germany, Slovakia, Spain and Hungary). This will be achieved through the innovation transfer of an already completed pilot project - aiming the development and testing of an overall qualification and consulting concept for sustainability management in the handicraft branch of North Rhine-Westphalia (Germany). Holger Rohn - Trifolium-Beratungsgesellschaft mbH

Source Lemken, Thomas; Rohn, Holger in collaboration with Tobias Engelmann: Module B2 Self-Check Crafts. Westdeutscher Handwerkskammertag (Ed.): Sustainable Management in crafts enterprises. A manual for the implementation of a qualification and consulting concept made for consultants and teachers in the crafts sector. Results from a pilot project, Düsseldorf (Nachhaltiges Wirtschaften in Handwerksbetrieben. Eine Handreichung zur Durchführung eines Qualifizierungs- und Beratungskonzeptes für Betriebsberater/-innen und Dozenten/-innen im Handwerk. Ergebnisse aus einem Modellversuch, Düsseldorf). Holger Rohn - Trifolium-Beratungsgesellschaft mbH