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Organisational Appraisal

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What is an Organisational Appraisal?

 

The MEC Services Ltd Organisational Appraisal is a stand-alone assessment that allows you to find out how your current business stands using Europe’s foremost business model, the EFQM Excellence Model (©EFQM 1999).  It allows you, in one quick and easy step, to determine: 

 

 When to Use the Organisational Appraisal

 

The Organisational Appraisal can be used at any time to obtain a snapshot view of the state of the organisation. The occasions when this might be useful include:

 

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 How Does It Work And What Does It Cost?

 

We have teamed up with Intracite Ltd to offer you two levels of assessment, both at a fixed price:

 

 1. The Standard Assessment. (British Quality Foundation Recommended)

 

We will organise with Intracite Ltd for you to use their standard Internet based assessment that allows you to set up a Respondent Community, conduct the assessment survey, and receive a report of the findings.

Respondents

Price

Up to 50

51 to 100

101 to 200

201to 500

500+

£1,000

£1,500

£2,000

£3,000

Price on Request

 

Intracite Ltd also offers a range of additional services including a total data set in electronic format with an analysis module to enable you to conduct your own ‘on the fly’ analysis. (Price on Request)

 

2. The MEC Services Ltd Facilitated Assessment

 

We are able to offer assessments in a variety of different formats ranging from a simple workbook approach, for the smaller organisation, to the Internet. (The Internet option is especially useful if you wish to include staff that are geographically spread.)

 

a) We will hold an introductory meeting lasting about 2 hours with the Sponsor and, if desired, the senior management team to discuss:

 

·        The background to the assessment

·        The assessment survey process

·        The respondent community

·        How the assessment is to be explained to the respondents

·        The feedback and reporting options

 

b) We will operate facilitated workshops at your premises, each of approximately 2 hours for up to 25 people at a time, to explain:

 

·        The background to the assessment

·        An explanation of the wording and terminology used in the survey

·        Assistance in undertaking the assessment itself

 

Where you have staff at remote locations that will be completing the survey over the Internet we would take a ‘train the trainer’ approach. We would hold a workshop at your premises for representatives of remotely located staff who would then be expected to pass on the information. However, if you wished us to do the training at the remote location this would be subject to negotiation as it is not included in our fixed price offer.

 

c) We will summarise the qualitative parts of the assessment and present you with a report of the results in a meeting lasting approximately 2 hours.

 

Respondents

Price

Up to 50

51 to 100

101 to 200

201to 500

500+

£2,500

£5,000

£9,000

£15,000

Price on Request

 

We are also able to offer a full tailoring service e.g. so that the assessment uses your own logos and terminology, as well as variety of other options for presenting the results. (Prices by negotiation depending on the work required.)

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Why Use MEC Services Ltd

 

The advantages that we bring to the process include:

 

 

The Organisational Appraisal can be entirely stand-alone or can form part of MECImprove (our Organisational Improvement Process) where we use the initial assessment as a baseline for a full improvement programme. The process includes providing facilitation in workshops to identify improvement projects linked to your strategic goals and helping you in their implementation, including if required, developing your people through a full training and consulting programme in conjunction with KatAlyst Ltd another of our strategic partners.

 

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Why Undertake A Process Of Organisational Improvement?

 

It may be a cliché, but it is none-the-less true, ‘the rate of change facing organisations is constantly increasing’. Organisations no longer have the option of standing still; society has increasingly higher demands whether as paying customers or as beneficiaries of charitable, governmental, or other not-for-profit organisations. This rate of change is not a transient phenomenon that will slow down soon; technology and expectations will continue to rise for the foreseeable future. The pressure of changes in society means that organisations themselves must continually adapt and improve their products and services so that they can meet the expectations of customers and other stakeholders.

 

In order to address the wide raft of competing pressures, as time does not permit each issue to be addressed when they occur, organisations need to have an improvement framework that enables them to constantly change in line with current and anticipated future demands.  The framework must address all areas of the organisation and because of cost pressures needs to be structured enough to be certifiable but yet flexible enough to be useful.

 

The advantages of a widely accepted and structured improvement framework include:

 

 

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EFQM Excellence Model

 

One framework for continuous improvement is the revised EFQM Excellence Model (© EFQM, 1999.) Originally created over ten years ago by the European Foundation for Quality Management, it is promoted in the UK by the British Quality Foundation (BQF) and the regional Excellence organisations.

 

This framework is now used by thousands of organisations of all types and sizes across mainland Europe and the UK, including many recognised as being leaders in their field, and shares some common roots with the Deming Prize in Japan and the Malcolm Baldridge Award in the USA. Organisations are able to use this model as a self-assessment tool and, if they feel that they represent a beacon of best practice, can apply for an internationally recognised regional, national, or European award.

 

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Introduction to the MECImprove Process

 

This describes the standard MEC Services Ltd Organisational Improvement Process that is based on the EFQM Model. (We can also tailor the process to suit most other management models) It represents a stage up from pure self-assessment for those organisation that wish to have some help to improve themselves but who do not wish to devolve responsibility entirely to an external party.

 

The process is applicable to all types of organisations, and consists of three fundamental stages:

 

1) Appraising – an assessment of the current state of the organisation

2) Planning – a review of the future state of the organisation

3) Enhancing – moving the organisation from its current state to its desired future state

 

Each stage is controlled by the organisation with assistance from MEC Services Ltd. In the first two stages this assistance takes the form of facilitation (not consultancy) to help the organisation to form its own views. In stage three this assistance can be anywhere in a range from facilitation of the internally defined change ideas, to full consultancy and training.

 

In the initial operation of the process there is a fourth stage where we provide a further survey for the organisation to re-appraise its new state. This then establishes a starting point for a continuously repeating succession of further improvements, which we refer to as the Organisational Improvement Cycle.

 

The level of MEC Services Ltd’s involvement in the standard process can be adjusted, through negotiation, to meet the desires of specific organisations including a full consultancy service if required.

 

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Appraising

 

The Organisational Appraisal is an assessment based on a range of criteria contained in the EFQM Excellence Model. (In order for an organisation to assess whether they have improved, it is necessary to establish a starting point.)  This Appraisal is used as a basis for the organisation to assess its status against these principles of best practice as laid down in the Model. The initial cycle therefore starts with this baseline appraisal and ‘ends’ with another appraisal that in turn becomes the starting point for the next cycle.

 

The Appraisal is not:

 

But

 

The MECImprove Process is concerned with assisting organisations to improve themselves irrespective of their starting position. The organisation therefore needs to decide how they wish to apply the assessment including:

 

The senior management team alone can take the appraisal, or the process can involve everybody within the organisation; it can even be used at a departmental level.

 

The appraisal takes the form of a survey within each of the criterion of the model with the person completing the survey identifying the degree to which they agree or disagree with the various statements. Their views are also sought to determine what they feel are the organisation’s ‘Strengths’ and ‘Areas for Improvement’ (AFP) under each heading.

 

In the standard format of the appraisal MEC Services Ltd does not make any value judgements in respect of any of the responses nor any recommendations as to actions that need to be taken.

 

The degree of MEC Services Ltd’s involvement can be increased to include our assessment of the results if required. This can be based achieved through a facilitated workshop where the results of the appraisal are discussed and a detailed explanatory report is produced.)

 

Appraising the Small Organisation

 

Where there are less than 20 people involved in the appraisal, the survey is contained in a workbook that is completed anonymously and will be summarised by MEC Services Ltd for presentation to the organisation as represented by either the Chief Executive, or the Management Team, or to everybody who has participated.

 

All those that are to complete the workbook attend a brief 1 to 2 hour workshop to explain the reasons why they are participating in the appraisal and how they should complete the survey.

 

(If preferred the organisation can use the electronic versions of the workbook)

 

Appraising the Medium and Large Organisation

 

For organisation of more than 20 people the workbook is also available in an electronic version that can be installed on a PC, your Intranet, or made available over the Internet, or through email.

 

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Planning

 

The appraisal, although it can be an end in itself, provides a basis for planning how the organisation can take advantage of their Strengths and address the AFP. The MECImprove Process recognises two stages to planning – the Planning Workshops and Initiative Planning.

 

Planning Workshops

 

The planning process starts with a comparison of both the Strengths and AFP against the organisations existing strategic goals and objectives to identify possible new strategies and / or prioritise those areas where action is needed. This involves MEC Services Ltd facilitating one or more workshops with the representatives of the organisation and summarising these in a report.

 

As in the appraisal process MEC Services Ltd does not make any value judgements in respect of the areas for action, or their relative priority, as defined in the workshop(s), unless required by the organisation.

 

Initiative Planning

 

In this stage the organisations decides upon which areas for action are to be addressed through establishing one or more prioritised Initiatives. Those involved in each initiative will discuss in workshops, facilitated by MEC Services Ltd and summarised in a report, to answer:

 

 

Again MEC Services Ltd does not make any value judgements in respect of any of the elements in the initiatives, unless requested to do so.

 

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Enhancing

 

The organisation has created, in the planning stage, a list of prioritised initiates together with outline action plans for each initiative. MEC Services Ltd will assist the organisation to complete the initiates that are approved where requested.  This assistance can be at various levels within each initiative, or for the overall programme of initiatives. Examples of the assistance that could be offered include:

 

Programme Management

 

Project Management

 

Assistance with Initiatives

 

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Re-Appraising

 

This is a repeat of the initial Appraising step. If requested by the organisation, any further report prepared by MEC Services Ltd will, on this occasion and in future cycles, include a section showing progress from the previous appraisal.

 

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