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Excellence Template Configuration

Audience: Admin, Strategy Manager
Page Type: How-To Guide
Phase: Cross-Phase (Setup)
Duration: 30–90 minutes (initial configuration)

What is Excellence Template Configuration?​

The Excellence Template Configuration page (under Library → Excellence Config) is where ADMIN and STRATEGY_MANAGER roles customize the Operational Excellence assessment questionnaire for their organization.

The platform ships with a global excellence template covering standard excellence framework criteria (such as Leadership, Strategy, People, Partnerships & Resources, Processes & Services, and Results). From this page you can:

  • Exclude global criteria questions that don't apply to your organization
  • Add custom dimensions, capabilities, and questions specific to your excellence framework

Note: This page configures the template. To launch an actual assessment and assign evaluators, go to Excellence Assessments.

Plan Requirement: Requires the assessment_customization_excellence feature on your plan.

Page Layout: Two Tabs​

Tab 1 — Global Template​

Shows the full global excellence template in a collapsible tree:

Dimension (e.g., Leadership, Strategy)
  └── Capability (e.g., Leadership direction, Vision communication)
        └── Question / Criterion (with weight, extended flag)

Each question/criterion has a checkbox — uncheck it to exclude it from your tenant's assessments.

ControlDescription
✅ CheckedCriterion is included in assessments
☐ UncheckedCriterion is excluded (hidden from evaluators)
Save Exclusions buttonPersists your selection

Extended questions (tagged ext) are supplementary criteria for organizations wanting a deeper evaluation depth.

Tab 2 — Custom Dimensions​

Shows a tree of custom content your organization has added:

Custom Dimension (e.g., Sustainability, Digital Culture)
  └── Custom Capability
        └── Custom Criterion / Question

All custom content is fully manageable (create / edit / delete).

Step-by-Step: Excluding Global Criteria​

  1. Go to Library → Excellence Config
  2. Open the Global Template tab
  3. Expand the dimensions to browse criteria
  4. Uncheck criteria not relevant to your organization's excellence framework
  5. Click Save Exclusions

Tip: If your organization follows a specific framework (e.g. EFQM, ISO), align your exclusions with the criteria that framework does not cover. Keep the rest active.

Step-by-Step: Adding a Custom Dimension​

  1. Go to Library → Excellence Config
  2. Open the Custom Dimensions tab
  3. Click + Add Dimension
  4. Fill in:
FieldRequiredDescription
Name (TR)YesDimension name in Turkish
Name (EN)YesDimension name in English
Description (TR)OptionalWhat this dimension covers
Description (EN)OptionalWhat this dimension covers
OrderOptionalDisplay order (lower number = first)
  1. Click Save

Step-by-Step: Adding a Custom Capability​

  1. Expand a custom dimension in the Custom Dimensions tab
  2. Click + Add Capability inside that dimension
  3. Fill in the name (TR/EN) and optional description
  4. Click Save

Step-by-Step: Adding a Custom Criterion / Question​

  1. Expand a custom capability
  2. Click + Add Question
  3. Fill in:
FieldRequiredDescription
Question Text (TR)YesThe criterion text shown to evaluators in Turkish
Question Text (EN)YesThe criterion text in English
WeightYesRelative importance (1–10). Higher weight = more impact on score
OrderOptionalDisplay sequence within the capability
ExtendedOptionalToggle on for supplementary/advanced criteria
  1. Click Save

Editing and Deleting Custom Content​

  • Click the edit (pencil) icon next to any custom dimension, capability, or question to modify it
  • Click the delete (trash) icon to remove it — a confirmation dialog will appear

Warning: Deleting a custom dimension also removes all its capabilities and questions. This action cannot be undone.

Note: Global template content (Tab 1) cannot be edited or deleted — only excluded.

Framework Alignment Guide​

Common FrameworkTypical Dimensions
EFQMLeadership, Strategy, People, Partnerships, Processes, Customer Results, People Results, Society Results, Key Results
Malcolm BaldrigeLeadership, Strategy, Customers, Measurement, Workforce, Operations, Results
ISO 9001Context, Leadership, Planning, Support, Operation, Performance Evaluation, Improvement
CustomDefine your own dimensions based on organizational priorities

COS does not enforce a specific framework — you configure the template to match your chosen model.

Best Practices​

RecommendationReason
Align the template with your chosen excellence framework before the first assessmentEnsures results are comparable across cycles
Keep global exclusions minimalPreserves the ability to benchmark against the platform baseline
Use bilingual names consistentlySupports multi-language evaluator teams
Set meaningful weightsHigh-weight criteria drive the final excellence score
Review the template annuallyExcellence frameworks evolve; so should your template

See also​