EFQM Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical EFQM Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any EFQM related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated EFQM specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the EFQM Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which EFQM improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Does your organization have a clear view as what the needs of society and the environment are and does it take that into account in the selection of partnerships and resources?

  2. Who do you look to for assistance in identifying possible organizations to benchmark with and in getting access to any existing databases relevant to your service?

  3. Have you ever wondered how some people can rapidly process seemingly disconnected pieces of information to gain clear insights into complex organizational issues?

  4. How do you cover the corporate objectives of your organization, in particular its social policy and equality issues, when conducting a Service Review?

  5. Are you engaging with a wide range of stakeholder and expert groups to improve the way in which your services are delivered to your customer groups?

  6. Does your organization measure customers perceptions of its services and products, related to the social, environmental and economic impacts?

  7. What incentives, schemes or initiatives do you have to encourage staff to take proactive steps in better serving the entire customer base?

  8. How are sustainability performance measures through the supply chain incorporated into your organizations performance management process?

  9. Where else would you get the opportunity to work as part of an international team, understanding what makes a leading organization tick?

  10. Have you introduced some positive changes within your organization which have resulted in an enhanced and improved customer experience?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the EFQM book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your EFQM self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the EFQM Self-Assessment and Scorecard you will develop a clear picture of which EFQM areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough EFQM Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage EFQM projects with the 62 implementation resources:

  • 62 step-by-step EFQM Project Management Form Templates covering over 1500 EFQM project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are data being used by managers in an effective manner to ascertain EFQM project or functional status, to identify reasons or significant variance, and to initiate appropriate corrective action?

  2. Process Improvement Plan: Have the frequency of collection and the points in the process where measurements will be made been determined?

  3. Human Resource Management Plan: Is there a formal process for updating the EFQM project baseline?

  4. Change Request: What mechanism is used to appraise others of changes that are made?

  5. Scope Management Plan: Can the EFQM project team do several activities in parallel?

  6. Requirements Management Plan: Are actual resources expenditures versus planned expenditures acceptable?

  7. Change Request: Can static requirements change attributes like the size of the change be used to predict reliability in execution?

  8. Procurement Management Plan: Is EFQM project status reviewed with the steering and executive teams at appropriate intervals?

  9. Roles and Responsibilities: Authority: what areas/EFQM projects in your work do you have the authority to decide upon and act on the already stated decisions?

  10. Procurement Audit: Were calculations used in evaluation adequate and correct?

 
Step-by-step and complete EFQM Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 EFQM project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 EFQM project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 EFQM project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 EFQM project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 EFQM project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 EFQM project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any EFQM project with this in-depth EFQM Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose EFQM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in EFQM and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make EFQM investments work better.

This EFQM All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.