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Excellence Assessments

Audience: All users (role-dependent tasks)
Page Type: How-To Guide
Phase: Cross-Phase
Duration: Varies (1–4 hours per assessment)

What is an Excellence Assessment?​

Excellence Assessments evaluate your organization against excellence frameworks — such as EFQM, Malcolm Baldrige, or custom organizational models. They:

  • Score your organization across defined criteria (enablers and results)
  • Identify strengths and areas for improvement
  • Generate visual reports to track progress over time

Plan Requirement: Requires the excellence_assessment_core feature on your plan.

Roles in Excellence Assessment​

RoleResponsibility
Organizer (ADMIN / STRATEGY_MANAGER)Creates the assessment, assigns evaluators, manages lifecycle
Evaluator (any assigned user)Scores criteria assigned to them
ViewerCan view published reports

Step-by-Step: Organizer​

Step 1: Create an Assessment​

  1. Go to Excellence Assessments (in the main menu)
  2. Click New Assessment
  3. Enter:
    • Name: e.g., "2025 EFQM Self-Assessment"
    • Template: Select the excellence framework template
    • Cycle: Link to a strategic cycle
    • Unit: Organizational unit being assessed
  4. Click Create

Step 2: Assign Evaluators​

  1. Open the assessment
  2. Navigate to the Participants tab
  3. Click + Add Evaluator
  4. Assign users to specific criteria groups based on their expertise
  5. Click Save — assigned users receive in-app notifications

Step 3: Track Completion​

The assessment overview shows:

  • Completion rate per criterion group
  • Status per evaluator
  • Overall completion percentage

Click Remind next to incomplete sections to send a reminder notification.

Step 4: Publish Results​

  1. Once evaluation is complete, go to Results tab
  2. Review aggregated scores
  3. Click Publish to finalize
  4. The report is now available for all users with view access

Step-by-Step: Evaluator​

Finding Your Tasks​

  1. Go to Excellence Assessments → My Tasks
  2. You will see all criteria assigned to you across open assessments

Completing an Evaluation​

  1. Click on an assigned criterion
  2. For each sub-criterion:
    • Enter a score (based on the scoring scale defined in the template, e.g., 0–100 or 1–5)
    • Enter evidence: describe what evidence supports your score
    • Optionally: add strengths and areas for improvement notes
  3. Click Submit when finished

Understanding Reports​

Excellence Report Sections​

  • Overall Score: Total score across all criteria
  • Criterion Breakdown: Score per main criterion and sub-criterion
  • Strengths & OFIs (Opportunities for Improvement): Summary of documented notes
  • Radar Chart: Visual profile of performance across all criteria
  • Benchmark Comparison: (if configured) Compare against industry average or target score

Tips​

  • Use a recognized template (EFQM, Malcolm Baldrige) for external benchmarking
  • Run assessments annually to track improvement trends
  • Document evidence carefully — this makes a stronger case during external reviews
  • Ask the AI Assistant: "Summarize our latest Excellence Assessment results and highlight the weakest areas"