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Choosing a Self Assessment Method

A business excellence assessment is the most effective means to establish the health of your organisation. There are many tools available to help you to conduct an assessment. But which tool to use?

Assessments methods fall into four general approaches. The linked table below provides a general guide to the time taken to apply a particular approach and depth of feedback that may be expected for each self assessment approach.

  • Choosing a Self Assessment Method

BPES

(Benchmarking and Performance Excellence Self-assessment)

The BPES pack has been used by over 300 organisations from the public and private sector and from small organisations (5 employees) to large multinationals. BPES is a comprehensive self-assessment programme that will enable your organisation to assess its management systems and performance against world-class performance criteria, and benchmark your organisation’s performance against other participating organisations worldwide.

BPES offers options of assessment against the Baldrige Criteria for Performance Excellence (used in the States and many other countries such as New Zealand) or the EFQM Business Excellence Model (used throughout Europe and other countries such as the UAE). Both of these business excellence models are similar and reflect the successful management practices of high performing companies.

BPES has also been translated into Chinese and Arabic.

For further information on BPES click here.

For a comparison of Assessor and BPES click here.

For an order form click here.

Which Tool?

Businesses are generally too busy to complete a full award style assessment and uncertain of the cost-benefits of this approach. The questionnaire approach while taking the shortest time offers unpredictable results and offers little if any insight to impart learning about business excellence necessary to ensure that benefits result.

Through businessexcellencetools.com we are able to offer two self assessment tools, Assessor and BPES. These self assessment tools compliment each other. The following table summarises the attributes of these tools.

Attribute Assessor BPES
Approach
Workshop
Workshop & Questionnaire
Method Card based Paper based (electronic copies issued only)
Scope Organisational wide but very effective for focused assessments or brainstorming sessions on individual criteria.
Organisational wide and multi-site assessments
Self-assessment? An instruction booklet is provided with each Assessor card deck. No prior experience of business excellence is required. A self-assessment pack is provided with full instructions. No prior experience of business excellence is required.
Facilitation available? Facilitation by businessexcellencetools.com is available and can be particularly useful for intorducing the programme including providing training for internal quality management staff. Facilitation by businessexcellencetools.com is available and can be particularly useful for introducing the programme and facilitating the consensus meeting.
Process steps
  1. Assessment of Strengths and Areas for Improvement completed individually by team members
  2. Estimate of Approach Item scores (where required)
  3. Questions and Team Consensus on prioritisation of Opportunities for Improvement
  4. Action Planning (optional)
  1. Questionnaire issued to self-assessment team
  2. Questions and Strengths and Areas for Improvement tables completed individually by team members
  3. Consensus meeting to agree on a common response to each question.
  4. Scorecard submitted to BEtools.com
  5. Business Excellence Score Report issued to organisation
  6. Action Planning (optional)
People involved Senior Management Team or Project Teams Senior Management Team and cross-section of staff from all levels
No. of people involved 1 to 8 people 1 to 20 (could be the whole organisation if desired)
Standard time to apply (the time can be less or more for both approaches if required) One day assessment workshop.One day action planning workshop Questionnaire takes up to 3 hours to complete per person + one day consensus meeting + one day action planning + 5 days for one person to administer the whole process.
Models supported MBNQA MBNQA, EFQM
Language options currently available English English, Chinese, Arabic
Benchmark performance data No Yes
Output Strengths & Areas for Improvement summarised on mind maps and prioritised Opportunities for Improvement Strengths & Areas for Improvement identified  and Business Excellence Score report (and benchmark comparison)
Scoring methods Yes Yes
Action planning support Yes Yes
When to choose which tool? If you can only obtain one day of senior management commitmentTo create awareness within your  senior management team of business excellence

If you wish to run an improvement project focussed on only one criteria of business excellence

If you can gain the commitment of your senior management team to a more comprehensive business excellence programme.If you are sure that those who complete the assessment will take the process seriously and put their time into it.

If your organisation is ready for a culture changing organisational-wide programme.

To order Assessor click here or BPES click here.

As we are constantly developing new features for our tools, contact us today if you have a particular requirement that is not currently listed or you are still unsure of which tool to use.

For further information comparing self-assessment methods click here.

ASSESSOR

Assessor is a card based assessment tool developed by PYXIS.co.nz. It has been specifically designed to provide an action learning experience on the Baldrige Criteria for Performance Excellence combined with an organisational self assessment in the fastest possible time. Particularly useful for the busy executive management team where an organisational assessment must be conducted in just one day, Assessor makes this possible.

We offer the following Assessor related products: Assessor Card Deck – One set of Assessor cards for the experienced Baldrige evaluator Facilitated Assessment using Assessor – for businesses that want a self assessment completed by an experienced Assessor facilitator Assessor Facilitator Training – to learn how to facilitate self assessments using our Assessor card tool. For further information on Assessor click here.

For a comparison of Assessor and BPES click here.

For an order form click here.

Assessment Tools

Whether it is for further success or simple survival, any organisation needs to constantly improve its performance.

But how? For many organisations, any method that achieves such constant improvement needs to be not only effective but also practical, easy to use, and affordable.

Our assessment tools will enable you to rapidly

  • Establish the health of your organisation
  • Benchmark your performance against organisations from around the world
  • Help you to determine the actions required that will have most impact on improving your business performance and financial results
  • Change your organisation’s work culture to a business excellence focussed culture.
  • The assessment tools can either be facilitated by consultants or self-facilitated without the need for outside support or verification.

Our assessment tools, Assessor and BPES, are aligned to the criteria of proven models that are known to deliver superior business results. These models are called Business Excellence Models and are based on the principles of Business Excellence.

Michael E. Voss – Co-founder

Memberships

  • Member of Institution of Professional Engineers (IPENZ)
  • Professional Electrical Engineer
  • Certified Quality Manager
  • Authorised TechLink Consultant
  • Authorised Business Excellence Consultant
  • Member of Institute of Electrical and Electronic Engineers (IEEE)
  • Associate Fellow New Zealand Institute of Management (NZIM)
  • Member Institute of Directors (IOD)

Qualifications

  • Diploma of Business Excellence – NZ Business Excellence Foundation
  • Bachelor of Engineering with Honours (Electrical) – University of Canterbury, NZ
  • Bachelor of Science (Physics) – University of Canterbury, NZ

Areas of expertise

  • Strategic and Business planning
  • New product & technology planning
  • Business expansion and new technology
  • Technology planning and implementation
  • Integration of business excellence with organisation management systems, including ISO 9001 and ISO 14001
  • Quality Award programme design and management
  • Trainer and coach

Experience overview:
Michael has worked for the NZ and US governments and in private enterprise, prior to setting up his own consultancy. PYXIS Consulting specialises in applying the Criteria for Performance Excellence to improve the performance of organisations.

Michael’s work with the Criteria has involved the assessment of organisations from two person partnerships to multi-site companies, and a wide range of businesses including government departments, local bodies, manufacturers, high technology companies, tourist operators, exporters, retailers and service based organisations.

Key Achievements:

  • Over 10 years operating business improvement coach and mentoring consultancy, PYXIS
  • 15 years experience in assessing companies to the NZ Business Excellence Foundation’s criteria for performance excellence (Baldrige criteria) including leading teams, coaching applicant organisations and observer of the assessment process
  • Involved in assessing over 70 companies who applied to the Ministry of Commerce Business Development Awards
  • Six years experience as Quality Manager of world wide operations of internationally recognised technology based organisation
  • Five years experience in senior management role responsible for the successful transition of innovative new high technology products into production
  • 30 years experience in high technology industry including analogue design, microprocessor system design, RF design, production development, engineering management and quality management

Sample of recent work completed

  • Coached senior management teams in conducting organisational assessments to identify significant areas for performance improvement in a number of organisations in the manufacturing, IT, telecommunications and training sectors. In each case the organisation engaged PYXIS to use its Assessor tool to provide rapid determination of key areas for organisational improvement.
  • Redesigned engineering design and maintenance components of ISO 9001 compliant business management system. Services provided include process mapping, documentation and staff training for its engineering activities and management for NZ Refining Company
  • Custom designed and managed successful Business Excellence Awards programmes within three NZ regions. In each case PYXIS designed and project managed the Business Excellence Awards programme to meet the client’s needs. This included applicant workshops, application assessment, and judging activities
  • Increased the performance of a world leading supplier of electrical control equipment. PYXIS was engaged to provide coaching and to design and introduce a number of integrated processes into its existing ISO 9001 management system. Assessor was used to establish the key processes to be targeted for improvement. These key processes included strategic planning, management review, organisational staff culture survey and a performance management system for senior managers
  • Internal quality auditor training course tutor. NZOQ engaged Michael Voss of PYXIS as a tutor for its ISO 9001 internal auditor’s course.
  • Technology strategy planning of high risk development projects for over 50 technology-based high growth potential export companies. In each case the company engaged PYXIS to prepare a technology plan consistent with their overall strategic direction and provide advice on possible funding assistance from Technology New Zealand. For many companies this resulted in the company applying for and obtaining technology development funding through Technology New Zealand.
  • Process design and introduction of Project Management methodology. PYXIS was engaged to introduce structured processes designed to deliver development projects within specification, on time and within budget. This work also involved development of a standardised risk management methodology
  • Facilitated regional level planning consistent with national objectives. The NZ Fire Service engaged PYXIS to facilitate its regional planning activities for their Western and Northern regions
  • Growth planning for manufacturing company. PYXIS was engaged to assist with a range of organisational growth services including coaching, strategic and business planning, senior staff appointments, technology planning, new ISO 9001 compliant management system and advice on obtaining government assistance from Technology NZ and NZ Trade and Enterprise with its drive to develop export sales opportunities
  • Facilitated regional level planning. The NZ Police engaged PYXIS to facilitate regional planning activities for the Central region. PYXIS was also engaged to assist with project management training for managers of its organisational change projects.

Selected Publications
Two handbooks on Business Excellence published by NZ Business Excellence Foundation.

Authors: Doug Matheson, Michael Voss, Bill English and Sue Wright.

  • What is Business Excellence – Part 1
  • How to implement Business Excellence – Part 2

Mann, R.S. & Voss, M.E. (2000). An Innovative Process Improvement Approach that Integrates ISO 9000 with the Baldrige Framework. Benchmarking: An International Journal, Vol 7, No.2, p128-146; won the Tait Quality Prize for Best Practical Quality Paper in New Zealand for 2000.

Dr. Robin Mann – Co-founder

Positions

  • Founder and Head of the Centre for Organisational Excellence Research www.coer.org.nz, Massey University. This is a Centre that undertakes research projects into business excellence and benchmarking. It operates a number of Doctorate Programmes.
  • CEO of the Centre for Organisational Excellence Research Limited, www.coer.org.nz. COER Ltd undertakes consultancy projects in business excellence and benchmarking, and provides benchmarking training.
  • Commercial Director and founder of BPIR.com Ltd. The www.bpir.com is a leading internet resource for sharing best practice and benchmarking information.
  • Chairman of the Global Benchmarking Network www.globalbenchmarking.org. The GBN is a membership based organisation for those organisations that promote and support benchmarking within their country. Currently over 25 countries are represented.
  • Associate Dean of TQM and Benchmarking at the e-TQM College in Dubai, www.etqm.ae. The e-TQM College aims to become the leading educator of TQM in the Arab world through innovative, affordable and accessible means that is focussed on e-technology.

Qualifications

  • PhD in Total Quality Management – University of Liverpool, UK.
  • Master of Science in Technology for Manufacture – University of Warwick, UK
  • Bachelor of Science with Honours in Management Sciences – University of Lancaster, UK.
  • New Zealand Business Excellence Foundation Evaluator (Baldrige Criteria)
  • UK Quality Award Assessor (EFQM Criteria)
  • Lead Assessor of Quality Systems

Areas of expertise

  • Business excellence (Baldrige & European Business Excellence Model)
  • TQM
  • Quality Management
  • Performance Measurement
  • Best Practices
  • Benchmarking

Experience overview:
Dr Robin Mann received one of the first PhD’s in Total Quality Management worldwide, prior to working as a Process Improvement Manager at Burton’s Biscuits in Edinburgh. Robin founded and managed the Food and Drinks Industry Benchmarking and Self-assessment Initiative in the UK involving over 500 organisations. In 1998 Robin moved to New Zealand and established the Centre for Organisational Excellence Research at Massey University.

Robin has assisted over 300 organisations to undertake self-assessments using a variety of business excellence self-assessment tools. Robin is a trained assessor of both the EFQM Excellence Model and the Baldrige Criteria. Robin has written 20 refereed journal papers for leading journals, written over 100 non-refereed papers and reports, written 6 short books, given 100’s of professional presentations and is frequently a keynote presenter (invited to present in 11 countries during 2006). For a list of publications for download click here.

Sample of recent work completed
Founded the New Zealand Benchmarking Club. The Club was founded in May 2000 and ran for four years with 18 member organisations. The Club provided a number of services that were designed to accelerate the progress of member organisations to world-class performance (including benchmarking training, benchmarking studies, workshops, conferences and research services). It achieved great success as member organisations improved their Baldrige score by an average of 50 points per year (assessed by BPES).

Facilitated four regional benchmarking programmes in New Zealand through working with Gosling Chapman ( Auckland ) and the Business Development Centre (Hamilton) involving 40 SME’s in 2005, 2006 and 2007. All organisations used BPES.

Robin is the lead consultant of a business excellence programme in Ras Al Khaimah (United Arab Emirates) for the government from 2005 onwards. This project involves assisting 17 government departments towards business excellence (through helping them to apply the EFQM excellence model and identify best practices through benchmarking).

Reviewed and updated the Australian Business Excellence Framework and advised on its deployment on behalf of the custodians of the model (SAI Global) in 2004/5. This project had the involvement of 16 countries and was endorsed by the Global Excellence Model Council. It was a unique project in that it is not only looked at the design of the framework but also how best to deploy it on a national basis. The project was of major international significance – most countries participating used the findings as an input to their national business excellence strategy.

Provided business excellence and benchmarking programme advice to a number of countries including Australia, Singapore, United Arab Emirates and Taiwan.