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

2. (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

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

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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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
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 /
Holger Rohn - Trifolium-Beratungsgesellschaft mbH

19. Holger Rohn Contact Trifolium - Beratungsgesellschaft mbH
Alte Bahnhofstrasse 13, D Friedberg, Germany
Phone:
Web:
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

20. 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