Category Archives: Assessment Tools

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


(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 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
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 is available and can be particularly useful for intorducing the programme including providing training for internal quality management staff. Facilitation by 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
  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 is a card based assessment tool developed by 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.