South West London Branch
        25 January 2012
  Keeping Strategic Focus: Effective
     Self-Assessment using the
    2010 EFQM Excellence Model




          Tom Morrell MBA, Chartered FCIPD, MCMI
Director – Approaches for Performance Excellence Ltd

     Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   1
Objectives
EFQM Excellence Model – Proven and sustainable
Overview – Fundamental Concepts and Criteria
Interval – Networking
Application exercise and ‘RADAR logic’
Commitment and Recognition Options



        Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   2
Assessment

              Strengths        AFIs
Performance




                                      Time
               Approaches for performance Excellence Ltd. www.Afpe.co.uk   3
2010 EFQM Excellence Model
      -3 Components-

Fundamental Concepts
9 Criteria
RADAR Logic




    Approaches for performance Excellence Ltd. www.Afpe.co.uk   4
EFQM Excellence Model Journey

AB Electrolux,
British Telecommunications plc,
Bull,
Ciba-Geigy AG,
Olivetti & C. SpA,
Dassault Aviation,
Fiat Auto SpA,
KLM,
Nestlé,
Philips,
Renault,
Robert Bosch,
Sulzer AG,
Volkswagen.
              Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   5
EFQM Excellence Model Journey

14 CEOs      Launch




          Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   6
EFQM Excellence Model Journey

14 CEOs      Launch              Public
                                 Sector




          Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   7
EFQM Excellence Model Journey

14 CEOs      Launch              Public           Review
                                 Sector




          Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   8
EFQM Excellence Model Journey

14 CEOs      Launch              Public           Review          Review
                                 Sector




          Approaches for performance Excellence Ltd. www.Afpe.co.uk ©      9
Independent Reviews
The Centre of Quality Excellence
 The University of Leicester – 2005
The University of Western Ontario
 – c.1996




  Approaches for Performance Excellence Ltd. www.Afpe.co.uk ©   10
Fundamental Concepts
Achieving Balanced Results
Adding Value to Customers
Leading with Vision, Inspiration & Integrity
Managing by Processes
Succeeding through People
Nurturing Creativity & Innovation
Building Partnerships
Taking responsibility for a sustainable future


       Approaches for performance Excellence Ltd. www.Afpe.co.uk   11
Achieving Balanced Results
             Key and
             Balanced Results
                                                      Stakeholder Needs



  Decision Making



                                                      Trends and Information

Outcomes, Targets, PIs



        Approaches for performance Excellence Ltd. www.Afpe.co.uk              12
Adding Value for Customers
                  Who are they?




  Approaches for performance Excellence Ltd. www.Afpe.co.uk   13
Leading with Vision, Inspiration
            & Integrity
  Inspire               Strategic Direction                             Flexibility

Champion                                                                Respond

Empower                                                                 Learn


   Decision-Making                          Understand Drivers

            Approaches for performance Excellence Ltd. www.Afpe.co.uk           14
Managing by Process


Indictors                                                               Ownership


Involve                                                                 Innovation
people

Risk                                                                    Review
Assess

            Approaches for performance Excellence Ltd. www.Afpe.co.uk         15
Succeeding through People
                                                            Team/Personal
Alignment                                                   objectives


Skills/Compete                                                 Performanc
ncies                                                          e

Work/Life                                                      Embrace
balance                       HR POLICY                        Diversity
            Approaches for performance Excellence Ltd. www.Afpe.co.uk      16
NURTURING CREATIVITY AND
          INNOVATION
EXTERNAL/INTERNAL                  ENTREPRENEURSHIP
IDENTIFICATION
                                   APPLICATION

                                   ASSESSMENT

                                   GOALS/OBJECTIVES

                                   STRATEGIC LINK
        Approaches for performance Excellence Ltd. www.Afpe.co.uk   17
VALUE            LONG TERM                          MUTUAL
                                                    BENEFIT




        BUILDING PARTNERSHIPS

         Approaches for performance Excellence Ltd. www.Afpe.co.uk   18
TAKING RESPONSIBILITY FOR A
    SUSTAINABLE FUTURE

                            CORE PURPOSE




                            ECOLOGICAL


   Approaches for performance Excellence Ltd. www.Afpe.co.uk   19
TAKING RESPONSIBILITY FOR A
    SUSTAINABLE FUTURE
      HEALTH AND SAFETY

      INTEGRITY AND TRANSPARENCY



                              CREATING SHARED VALUE

   Approaches for performance Excellence Ltd. www.Afpe.co.uk   20
2010 EFQM Excellence Model

ENABLERS

Leadership       People           Processes,
                                  Products &
                                  Services
                 Strategy


               Partnerships
               & Resources



             Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   21
2010 EFQM Excellence Model

                                         RESULTS

                                          PEOPLE             KEY

                                        CUSTOMERS


                                         SOCIETY




   Approaches for performance Excellence Ltd. www.Afpe.co.uk ©     22
European Foundation for Quality Management
      British Quality Foundation
           (www.bqf.org.uk)
    • Patron: HRH The Princess
      Royal
    • Founded 1993 by
      Government and leading
      businesses
    • Independent and self
      funding
    • Not for profit company
      limited by guarantee
    • Primary partner of EFQM
         Approaches for performance Excellence Ltd. www.Afpe.co.uk   23
EFQM Levels of Excellence

                            UK
                          Business
                         Excellence
                           Award


                         Recognised
                            for
                         Excellence


                         Committed
                        to Excellence



 Approaches for performance Excellence Ltd. www.Afpe.co.uk   24
Committed to Excellence (C2E)
GEO Group UK Ltd.
Abellio London and Surrey                         Three Phases
Action for Blind People
Alveston House Hotel
Bedford College                    Self-Assessment
Bickleigh Mill                     (Determining Excellence)
Birchill Farm
Bowood Estate
BTS Group                          3 Improvement Projects
The Chasely Trust
Connexions Kent & Medway
Coombe Farm Woodlands
                                   Validation
Crawley Borough Council
Dartmouth Golf & Country Club
East Coast
Siemens Corporate Development

                Approaches for performance Excellence Ltd. www.Afpe.co.uk   25
Recognised for Excellence (R4E)


       v

vvv vv

•32 Criteria structured assessment
•BQF Assessors support




           Approaches for performance Excellence Ltd. www.Afpe.co.uk   26
Recognised for Excellence (R4E)
Capita Insurance Ltd                      AESSEAL Plc
Copeland Engineering                      Big Lottery Fund
EDF Energy Networks                       Chartered Institute of Management Acc’ts
Gallions Housing Association              Colas
Hull College                              Department of Facilities (House of Commons)
Orange PCS Ltd                            Edinburgh International Conference Centre
Royal National Lifeboat Institute         First Data International Merchant Operations
University of Chester (Careers)           GSK Regional Service Centre
University of Chester (Student            Halcrow Group Ltd
support)                                  E.ON (Ratcliff-on-soar Power Station)
The University of Winchester              Sussex Enterprise
Siemens Financial Services                The Pension Service
TNT Express Specialist Services           First Great Western
Virgin Trains                             West Yorkshire Probation Trust
                 Approaches for performance Excellence Ltd. www.Afpe.co.uk      27
Keeping Strategic Focus

Strategy Development
Alignment
Operational effectiveness
Risk awareness
Sustainable future



       Approaches for performance Excellence Ltd. www.Afpe.co.uk   28
BQF Membership

Under 500 employees: £550 + VAT
(incl. 2 free workshop places p.a. worth £600)

501 - 1,000 employees: £1,100 + VAT
(incl. 4 free workshop places p.a. worth £1,200)

1,001 - 5,000 employees: £1,650 + VAT
(incl. 6 free workshop places p.a.worth £1,800)

Over 5,000 employees: Premier member fees apply



            Approaches for performance Excellence Ltd. www.Afpe.co.uk   29
Approaches for Performance Excellence Ltd. www.Afpe.co.uk ©   30
South- West London CMI Branch

                            EVENTS
March: NLP for Managers
April:   Visit to White Cube Galleries
June:    Going Freelance



      Approaches for performance Excellence Ltd. www.Afpe.co.uk   31
Please complete feedback form
                   -Thank you-

AfPE
Specialists in
Change Management
Strategy Development
Quality Performance

Tel: 020 8616 0695
www. AfPE.co.uk



       Approaches for performance Excellence Ltd. www.Afpe.co.uk ©   32

2010 EFQM Excellence Model

  • 1.
    South West LondonBranch 25 January 2012 Keeping Strategic Focus: Effective Self-Assessment using the 2010 EFQM Excellence Model Tom Morrell MBA, Chartered FCIPD, MCMI Director – Approaches for Performance Excellence Ltd Approaches for performance Excellence Ltd. www.Afpe.co.uk © 1
  • 2.
    Objectives EFQM Excellence Model– Proven and sustainable Overview – Fundamental Concepts and Criteria Interval – Networking Application exercise and ‘RADAR logic’ Commitment and Recognition Options Approaches for performance Excellence Ltd. www.Afpe.co.uk © 2
  • 3.
    Assessment Strengths AFIs Performance Time Approaches for performance Excellence Ltd. www.Afpe.co.uk 3
  • 4.
    2010 EFQM ExcellenceModel -3 Components- Fundamental Concepts 9 Criteria RADAR Logic Approaches for performance Excellence Ltd. www.Afpe.co.uk 4
  • 5.
    EFQM Excellence ModelJourney AB Electrolux, British Telecommunications plc, Bull, Ciba-Geigy AG, Olivetti & C. SpA, Dassault Aviation, Fiat Auto SpA, KLM, Nestlé, Philips, Renault, Robert Bosch, Sulzer AG, Volkswagen. Approaches for performance Excellence Ltd. www.Afpe.co.uk © 5
  • 6.
    EFQM Excellence ModelJourney 14 CEOs Launch Approaches for performance Excellence Ltd. www.Afpe.co.uk © 6
  • 7.
    EFQM Excellence ModelJourney 14 CEOs Launch Public Sector Approaches for performance Excellence Ltd. www.Afpe.co.uk © 7
  • 8.
    EFQM Excellence ModelJourney 14 CEOs Launch Public Review Sector Approaches for performance Excellence Ltd. www.Afpe.co.uk © 8
  • 9.
    EFQM Excellence ModelJourney 14 CEOs Launch Public Review Review Sector Approaches for performance Excellence Ltd. www.Afpe.co.uk © 9
  • 10.
    Independent Reviews The Centreof Quality Excellence The University of Leicester – 2005 The University of Western Ontario – c.1996 Approaches for Performance Excellence Ltd. www.Afpe.co.uk © 10
  • 11.
    Fundamental Concepts Achieving BalancedResults Adding Value to Customers Leading with Vision, Inspiration & Integrity Managing by Processes Succeeding through People Nurturing Creativity & Innovation Building Partnerships Taking responsibility for a sustainable future Approaches for performance Excellence Ltd. www.Afpe.co.uk 11
  • 12.
    Achieving Balanced Results Key and Balanced Results Stakeholder Needs Decision Making Trends and Information Outcomes, Targets, PIs Approaches for performance Excellence Ltd. www.Afpe.co.uk 12
  • 13.
    Adding Value forCustomers Who are they? Approaches for performance Excellence Ltd. www.Afpe.co.uk 13
  • 14.
    Leading with Vision,Inspiration & Integrity Inspire Strategic Direction Flexibility Champion Respond Empower Learn Decision-Making Understand Drivers Approaches for performance Excellence Ltd. www.Afpe.co.uk 14
  • 15.
    Managing by Process Indictors Ownership Involve Innovation people Risk Review Assess Approaches for performance Excellence Ltd. www.Afpe.co.uk 15
  • 16.
    Succeeding through People Team/Personal Alignment objectives Skills/Compete Performanc ncies e Work/Life Embrace balance HR POLICY Diversity Approaches for performance Excellence Ltd. www.Afpe.co.uk 16
  • 17.
    NURTURING CREATIVITY AND INNOVATION EXTERNAL/INTERNAL ENTREPRENEURSHIP IDENTIFICATION APPLICATION ASSESSMENT GOALS/OBJECTIVES STRATEGIC LINK Approaches for performance Excellence Ltd. www.Afpe.co.uk 17
  • 18.
    VALUE LONG TERM MUTUAL BENEFIT BUILDING PARTNERSHIPS Approaches for performance Excellence Ltd. www.Afpe.co.uk 18
  • 19.
    TAKING RESPONSIBILITY FORA SUSTAINABLE FUTURE CORE PURPOSE ECOLOGICAL Approaches for performance Excellence Ltd. www.Afpe.co.uk 19
  • 20.
    TAKING RESPONSIBILITY FORA SUSTAINABLE FUTURE HEALTH AND SAFETY INTEGRITY AND TRANSPARENCY CREATING SHARED VALUE Approaches for performance Excellence Ltd. www.Afpe.co.uk 20
  • 21.
    2010 EFQM ExcellenceModel ENABLERS Leadership People Processes, Products & Services Strategy Partnerships & Resources Approaches for performance Excellence Ltd. www.Afpe.co.uk © 21
  • 22.
    2010 EFQM ExcellenceModel RESULTS PEOPLE KEY CUSTOMERS SOCIETY Approaches for performance Excellence Ltd. www.Afpe.co.uk © 22
  • 23.
    European Foundation forQuality Management British Quality Foundation (www.bqf.org.uk) • Patron: HRH The Princess Royal • Founded 1993 by Government and leading businesses • Independent and self funding • Not for profit company limited by guarantee • Primary partner of EFQM Approaches for performance Excellence Ltd. www.Afpe.co.uk 23
  • 24.
    EFQM Levels ofExcellence UK Business Excellence Award Recognised for Excellence Committed to Excellence Approaches for performance Excellence Ltd. www.Afpe.co.uk 24
  • 25.
    Committed to Excellence(C2E) GEO Group UK Ltd. Abellio London and Surrey Three Phases Action for Blind People Alveston House Hotel Bedford College Self-Assessment Bickleigh Mill (Determining Excellence) Birchill Farm Bowood Estate BTS Group 3 Improvement Projects The Chasely Trust Connexions Kent & Medway Coombe Farm Woodlands Validation Crawley Borough Council Dartmouth Golf & Country Club East Coast Siemens Corporate Development Approaches for performance Excellence Ltd. www.Afpe.co.uk 25
  • 26.
    Recognised for Excellence(R4E) v vvv vv •32 Criteria structured assessment •BQF Assessors support Approaches for performance Excellence Ltd. www.Afpe.co.uk 26
  • 27.
    Recognised for Excellence(R4E) Capita Insurance Ltd AESSEAL Plc Copeland Engineering Big Lottery Fund EDF Energy Networks Chartered Institute of Management Acc’ts Gallions Housing Association Colas Hull College Department of Facilities (House of Commons) Orange PCS Ltd Edinburgh International Conference Centre Royal National Lifeboat Institute First Data International Merchant Operations University of Chester (Careers) GSK Regional Service Centre University of Chester (Student Halcrow Group Ltd support) E.ON (Ratcliff-on-soar Power Station) The University of Winchester Sussex Enterprise Siemens Financial Services The Pension Service TNT Express Specialist Services First Great Western Virgin Trains West Yorkshire Probation Trust Approaches for performance Excellence Ltd. www.Afpe.co.uk 27
  • 28.
    Keeping Strategic Focus StrategyDevelopment Alignment Operational effectiveness Risk awareness Sustainable future Approaches for performance Excellence Ltd. www.Afpe.co.uk 28
  • 29.
    BQF Membership Under 500employees: £550 + VAT (incl. 2 free workshop places p.a. worth £600) 501 - 1,000 employees: £1,100 + VAT (incl. 4 free workshop places p.a. worth £1,200) 1,001 - 5,000 employees: £1,650 + VAT (incl. 6 free workshop places p.a.worth £1,800) Over 5,000 employees: Premier member fees apply Approaches for performance Excellence Ltd. www.Afpe.co.uk 29
  • 30.
    Approaches for PerformanceExcellence Ltd. www.Afpe.co.uk © 30
  • 31.
    South- West LondonCMI Branch EVENTS March: NLP for Managers April: Visit to White Cube Galleries June: Going Freelance Approaches for performance Excellence Ltd. www.Afpe.co.uk 31
  • 32.
    Please complete feedbackform -Thank you- AfPE Specialists in Change Management Strategy Development Quality Performance Tel: 020 8616 0695 www. AfPE.co.uk Approaches for performance Excellence Ltd. www.Afpe.co.uk © 32