1. Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Your support for the journey towards Excellence

2. 2 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Quality and the Organisation  There is an increasing market driven demand for commercial organisations, training providers and public institutions to show a certified quality standard.  In this context, the widely used ISO 9000 standard can only be seen as a minimum requirement.  To do so, in many cases organisations only need small hints for the next improvement steps to move up the stepladder to excellence beyond the ISO standard.  It is the challenge to offer guidance in small and easy to implement steps and in such a way, that organisations slowly but continuously move towards an internationally recognised “Level of Excellence”  There is an increasing market driven demand for commercial organisations, training providers and public institutions to show a certified quality standard.  In this context, the widely used ISO 9000 standard can only be seen as a minimum requirement.  To do so, in many cases organisations only need small hints for the next improvement steps to move up the stepladder to excellence beyond the ISO standard.  It is the challenge to offer guidance in small and easy to implement steps and in such a way, that organisations slowly but continuously move towards an internationally recognised “Level of Excellence”

3. 3 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact EFQM Principles The benefits of obtaining the EFQM Excellence Model will be optimised based on how well the management team apprehends the fundamental concepts. Below, we show the Fundamental Concepts, which are continually adapted and improved: Results Orientation Customer Focus Leadership & Consistency of Purpose Management by Process & Facts People Development & Involvement Continuous Learning, Improvements & Innovation Partnership Development Social Responsibility

4. 4 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact EFQM Principles The model applies the Fundamental Principles in the following Structured Management System comprising of 9 criteria, broken down into sub-criteria and the areas to cover. Through these, the progress of the organisation is evaluated regarding the pursuit for Excellence. © EFQM What the organisation DOES What the organisation ACHIEVES

5. 5 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Concept of the EFQM Model The EFQM Excellence Model represents the broad and contrasted guiding framework, which serves as a guide in the search for increased quality, given that tools and methodologies for improvement exist and continually arise. Methodology to improve EFQM Self-Assessment with the RADAR Tool. Self-evaluation according to the EFQM Model Carry out the activities provided in the improvement plan Prioritise resulting areas for improvement Result: Strong points and areas for improvement Draw up an improvement plan Integrate it with the management plan

6. 6 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact What is “Self-Assessment”?  Self-Assessment is a  holistic  regular  systematic evaluation of the tasks and results of the organisation.  The objective of self-assessment is  the examination of the organisation’s performance and  the continuous improvement of its activities.

7. 7 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact How does self-assessment help me?  Participation of management  Active involvement of core areas  Information of all employees  Avoiding that people might feel controlled  Creating a common understanding of quality  Investigate current status  Enable comparison  Identify strengths and weaknesses Reasons  Foster improvement activities in the organisation  Assessment based on facts  Basis for comparison with other organisations  Can be used in all areas of the organisation Advantages Pre-requisites

8. 8 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact GOA Basic Assessment As the entry version of the GOA-WorkBench, the GOA Basic Assessment modules provide sector specific, simplified translations of the EFQM Model. The translations minimise the size and complexity of the assessment catalogues, to allow for a fast and easy first implementation of the Excellence concepts. The reductions have been done in such a way, that after a short introduction period, a full self-assessment can be easily done in less than a day. The following short introduction will explain this GOA version by using an assessment catalogue adapted to the to the educational and training sector as part of the European funded Leonardo da Vinci Project “SAETO”.

9. 9 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact When starting the program, the user is greeted by the screen below. After clicking the button „New“ you get an invitation to implement a new project. Click here Entering a project

10. 10 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact In this new project, you will find an overview of the 9 criteria according to EFQM with contents already „translated“ into easy to understand questions. If you call up an existing project instead, the window shows an overview of the scoring, as a total and a per chapter score. Entering a project

11. 11 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact When you click on a criteria folder, the list of the corresponding questions appear in the left window frame. When you click on a criterion folder, you see the list of corresponding assessment questions in the right part of the window. Starting the assessment Click here

12. 12 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact When you click on a single question, an additional window will open up, and the economic context of that specific question is explained. Click here This window can be shown or deactivated via the menu View Starting the assessment

13. 13 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact You have to assess the degree of fulfilment and the urgency of improvement for each question. Give your scores by pushing the triangle to the desired score. There is also the possibility to suggest improvement actions and take additional notes. Answering questions This button opens a Notepad.

14. 14 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact For better reading, active questions are shown again in the blue field below the selection window. Click and drag By clicking on the scoring pointer it becomes active and orange. Answering questions

15. 15 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact By clicking on Assessment Notes or Improvement Suggestions you open a window where you can write down your information. Click here You can enter several comments to allow an individual follow up on each of them in the subsequent processes. Assessment Notes & Improvement Suggestions

16. 16 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Enter „new“ for separate notes for individual follow up. Suggest improvements

17. 17 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Enter „new“ for separate notes for individual follow up. Delete comments with the waste paper basket button. Suggest improvements

18. 18 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Enter „new“ for separate notes for individual follow up. Delete comments with the waste paper basket button. Browse your entries with the scroll bar. Suggest improvements

19. 19 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact To check the progress of the self-assessment before starting a report you can use the colour of a question or chapter. This helps you to see at a view if it has already been answered or not: BLUE = still unanswered BLACK = already answered Unanswered Answered Checking the progress

20. 20 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact The reporting function is called up by clicking on „Report“. The drop-down menu allows you to select the type of report you want. Click here Reporting

21. 21 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact  Excellence Report generates a word file with your scoring and the needs for improvement as well as your assessment notes.  Areas for Improvement generates a word file with improvement ideas you have collected during the assessment on each question.  All Data exports collected data into a separate format, that can be imported into spread sheets like MS Excel for a more detailed statistical analysis. The following reports are available: Reporting

22. 22 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Besides the free Basic Assessment, an advanced commercial version called Easy Assessment exists, which offers a number of additional functions. Easy Assessment Team The most important are:  The Team-Assessment allows you to distribute single questions, chapters or even complete assessments electronically and to collect answers from your colleagues of a team of experts.  The assessments can be conducted multilingually, questions can be enumerated as well as the question text can be adapted.  ISO Reference Documents contain all the information you collected during the assessment that could be relevant to your ISO manual. The function generates a folder...\ISO with word files for each ISO chapter. The rules as to which assessment question feeds into which ISO chapter have been developed by the SAETO project and are hard coded into GOA.  The improvement suggestions collected during the assessment can be processed in the GOA Balanced Q-Card starting from the priorisation of ideas and ending in a detailed implementation planning and controlling of complete improvement projects.

23. 23 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact GOA Basic & Easy Assessment both started as the electronic adaptation of the „Fit for Excellence“ concept developed by Dr.Fritz Ospelt of the TRIGONUM AG in Liechtenstein. Background of Easy Assessment GOA Easy Assessment exists today for different management methods (Business Excellence, Project Excellence, Basel II, etc.), as well as for different branches (SME, educational sector, public administration,..).

24. 24 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Overview of GOA Tools GOA offers numerous, scalable software modules for assessments and surveys that are required for the implementation of the Excellence Model.

25. 25 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Self-Assessment Modules GOA offers a number of software modules for self-assessment based standards, such as CAF (Common Assessment Framework), EFQM Excellence, ISO 9004 or Project Excellence. These solutions are scalable (from early user up to professional assessor teams) and offer also sector specific adaptations (industrial users, SMEs, ETOs,...)

26. 26 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Inquiry and Survey Modules The GOA Inquiry Centre facilitates the design and implementation of all kinds of surveys. The generic solution can be extended by a number of knowledge bases, that contain multilingual, task specific question catalogues and processing rules. Examples are:  Assessment of Innovation Management  Company Objectives & Goals Definition  Customer Satisfaction Inquiries  People Satisfaction Inquiries  Team-Effectiveness Surveys These „standard“ surveys can be enhanced by surveys using the 360° Feedback Methodology, witch can be used used e.g. for measuring the efficiency of leadership.

27. 27 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact GOA Modules supporting the Excellence Model Team Effectiveness LOP Inventory Objectives InnoMan Kultur Customer Inquiry Supplier Audits (Inq. Prof) Basell II Inquiry Prof. Objectives 360° Management Feedback People Inquiry Organisational Climate KVP WorkBench Project Excellence InnoMan Process & Project

28. 28 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact CIP Support  Balanced Q-Card (BCQ) supports the follow-up on improvement suggestions, from the prioritisation of the ideas, up to the planning and monitoring of improvement projects.  BQC supports:  Filtering and selection of ideas from previous assessments and surveys  Prioritisation of improvement actions, optionally by all employees  Definition of improvement projects  Planning and management of improvement projects  Monitoring of all active improvement projects  BQC is available as:  stand-alone solution  Team solution with web support

29. 29 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Benefits of using GOA  Complete solution for self-assessment, satisfaction surveys and selection, planning and management of improvement projects.  Modular and scalable according to the requirements of your organisation.  Minimises the training effort for EFQM, conforms to the model and is always up to date.  Reduces costs and efforts for implementing and running the Excellence methodology in your organisation.

30. 30 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact GOA-WorkBench in der Literatur GOA-WorkBench wurde seit Ende 1999 in über 60 Fachartikeln besprochen. Die wichtigsten Veröffentlichungen sind unter www.ibk.eu / Pressepiegel hinterlegt. www.ibk.eu Hinzu kommt ein Buchveröffentlichung beim Bertelsmann-Verlag mit dem Titel „IQM -Integriertes Qualitätsmanagement in der Aus- und Weiterbildung“.

31. 31 Basics Self-Assessment GOA Basic Assessment Entering a project Starting the assessment Answering questions Notes & Suggestions Reporting Overview on GOA References & Contact Fachinformation und Bibliothek GOA-WorkBench References (Excerpt) Weitere Informationen: www.ibk.eu www.ibk.eu

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