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EXCELLENCE WITHOUT BORDERS
A GLOBAL BUSINESS EXCELLENCE STUDY
Public Release Version
PREPARED BY
CENTRE FOR ORGANISATIONAL EXCELLENCE
RESEARCH
SEPTEMBER 2019
1
INTRODUCTION The project Excellence Without Border (EWB) has been carried out as a global study on national
strategies for Business Excellence (BE). The aim is to investigate the best practices in designing
BE frameworks/ models, promoting BE, facilitating BE, awarding BE and support structure of
BE on national/ regional and sectoral level. The initial draft of terms of reference and the survey
tools were designed by the Centre for Organisational Excellence Research COER Ltd. It was
decided to maximise the value of the project that only BE custodians that had held a BE award in
2016 or after were eligible to participate in the project. This would ensure that the information is
coming from participants that are active in their BE related responsibilities.
The project website was launched in July 2018. This started the phase of gathering support for
and participation in the project. The project team met the GEM Council in August 2018 to
discuss the Terms of Reference, to seek improvement in the survey tools and to get support of
the GEM Council to attract more BE custodians from around the world to participate in the
project. The survey tools were sent to the participating BE custodians in September 2018. A total
of 29 eligible BE custodians from 26 countries have so far returned the survey and the results
have been compiled to share in the form of an initial draft with all the participants.
This document contains anonymous results from the EWB report; the questions and
responses that were entirely based on participant specific information have been omitted
from this version. Only a selection of questions/ responses are shown. These results have
been reviewed and updated based on the feedback of the project participants. GEM Council has
approved the release of these results. The purpose of getting GEM Council’s approval was to
ascertain that this draft does not include any information that is sensitive for the participants.
This is a summary report showing data as received from all participants.
For further information on the project, please visit the project website:
https://www.excellencewithoutborders.org/. Please also visit COER website:
https://www.coer.org.nz/.
Research Team and Contacts:
PhD Researcher: Saad Ghafoor, [email protected]
Chief Supervisor: Dr. Robin S. Mann, [email protected]
Co-supervisor: Prof. Nigel Grigg
Co-supervisor: Dr. Sanjay Mathrani
Below is a list of all the participating countries/ organisations
2
Country Organisation
Argentina Excelencia
Australia Business Excellence Australia
Canada Excellence Canada
Costa Rica Cámara de Industrias de Costa Rica
Czech Republic Czech Society for Quality
Ecuador CODEFE
El-Salvador Subsecretaría de Gobernabilidad de la Presidencia de la República de
El Salvador
Estonia Estonian Association for Quality (EAQ)
Europe -EFQM European Foundation for Quality Management
Finland Excellence Finland
India IMC Ramkrishna Bajaj National Quality Award Trust
Japan Japan Quality Award Council
Jordan King Abdullah II Center for Excellence (KACE)
Malaysia Malaysia Productivity Corporation (MPC)
Mexico Institute for Total Quality Development
Netherlands INK
Peru CORFEP
Philippines
Development Academy of the Philippines (Public Sector)
Department of Trade and Industry – Competitiveness Bureau (Private
Sector)
Saudi Arabia King Abdulaziz Quality Award
Scotland Quality Scotland
Singapore Enterprise Singapore
Spain Club Excelenciaen Gestión
Sweden SIQ – The Swedish Institute for Quality
United Arab Emirates
DGEP
Dubai Government Excellence Program (Public Sector)
United Arab Emirates
DED
Business Excellence Department, Dubai Economy
United Arab Emirates
SKEA
Sheikh Khalifa Excellence Award (SKEA) – Abu Dhabi Chamber
United Kingdom British Quality Foundation
United States of America Baldrige Performance Excellence Program
3
Section 1 – Designing Business Excellence Models/ Frameworks
1.1. How has the model/ framework that your organisation promotes been developed?
Graph 1: Developing the BE frameworks
1.2. If your organisation is responsible for designing its model/ framework or adopting and
revising another model/ framework, when was the last time you conducted a major review of
the model/ framework?
Graph 2: Time since last review of framework
0 1 2 3 4 5 6 7 8 9 10
Designed anew
Adopted but major modifications from anotherexcellence model/ framework
Adopted but minor modifications from anotherexcellence model/ framework
Adopted in original form from another excellencemodel/ framework
Number of Participants
0 1 2 3 4 5 6 7 8 9
No Response
This Year
Last Year
2 Years Ago
3 Years Ago
4 Years Ago
5 Years Ago or Before
Number of Participants
4
1.3. How often do you undertake major reviews (involving your stakeholders and significant
research) of your model / framework?
Graph 3: Frequency of review of framework
1.4. If your model/ framework has changed in the last 5 years what have been the prime
influencers of this change?
Influencer High
Importance
Medium
Importance
Low
Importance
No Response
Academic Research (1)
(9)
(7)
(12)
Changing Megatrends (20)
(3)
(1)
(5)
Declining interest in the
BE model
(9)
(6)
(6)
(8)
Changes in other BE
models
(4)
(11)
(6)
(8)
Views of Assessors (5)
(16)
(2)
(6)
Views of Client
Organisations
(16)
(3)
(2)
(8)
Influence of Government (6)
(2)
(10)
(11)
Influence of Sponsors (2) (2) (15) (10)
Research or influence of
consulting companies
(1)
(5)
(11)
(12)
Table 1: Prime influencers of change in BE framework by country/ participant
0 1 2 3 4 5 6 7 8
No Response
On an Adhoc Basis
Once Every Five Years
Once Every Four Years
Once Every Three Years
Once Every Two Years
Every Year
Number of Participants
5
1.5. In general, are you confident that the design of the business excellence model/ framework
used in your country is based on sound business principles?
Graph 4: Confidence in BE framework principles
1.6. In general, are you confident that the business excellence model/ framework (including
the categories/criteria and items/criterion parts and scoring mechanism) has been designed
appropriately for assessing business excellence?
Graph 5: Confidence in BE framework categories/ criteria, items/criterion and scoring mechanism
0 2 4 6 8 10 12 14 16
Not confident at all, major changes are required
Require further convincing, moderate to majorchanges are required
Reasonably confident but minor to moderate changesare required
Very confident but minor changes are required
Extremely confident, no changes required
Number of Participants
0 2 4 6 8 10 12 14 16 18 20
Not confident at all, major changes are required
Require further convincing, moderate to majorchanges are required
Reasonably confident but minor to moderate changesare required
Very confident but minor changes are required
Extremely confident, no changes required
Number of Participants
6
1.7. What is the likelihood for your organisation to switch to another model/ framework or to
significantly modify your existing model/ framework in the near future?
Graph 6: Likelihood of switching or significant change in BE framework
0 2 4 6 8 10 12 14
Not at all
Unlikely
Likely
Very Likely
Number of Participants
7
BE Frameworks of the Participants
Argentina BE Framework/ Model (Business Sector)
Argentina BE Framework/ Model (Not-For-Profit Sector)
8
Argentina (Model of Excellence for the management of innovation)
9
Argentina (Model of Excellence for the management of innovation – score distribution)
10
Australia BE Framework/ Model
11
Canada BE Framework/ Model
12
Costa Rica BE Framework/ Model
13
El-Salvador BE Framework/ Model
14
European Foundation for Quality Management - EFQM BE Framework/ Model (Also used by
Czech Republic, Ecuador, Estonia, Finland, Peru, Scotland, Spain, UAE-SKEA and United
Kingdom)
Integration of the Fundamental Concepts within the Criteria
15
EFQM RADAR
16
India BE Framework/ Model
17
Japan BE Framework/ Model
Jordan BE Framework/ Model
18
Malaysia BE Framework/ Model
19
Mexico BE Framework/ Model
20
Netherlands BE Framework/ Model
21
Philippines BE Framework/ Model
22
Saudi Arabia BE Framework/ Model
Singapore BE Framework/ Model
23
Sweden BE Framework/ Model
24
United Arab Emirates – DGEP BE Framework/ Model
25
United Arab Emirates – DED BE Framework/ Model
/Malcolm Baldrige National Quality Award – MBNQA/ United States of America BE
Framework/ Model
26
Section 2 – Promoting Business Excellence
2.1. What is the main purpose of your promotional activity?
Graph 7: Main purposes of promotional activity ranked 1st to 3rd
0 2 4 6 8 10 12 14 16 18 20
Raising profile of BE award
Encouraging to continue BE journey
Raising awareness to start BE journey
No Response Ranked 3rd Ranked 2nd Ranked 1st
27
2.2.1. Based on your experience what degree of impact does each of the listed activities have
on raising awareness of BE in general?
Graph 8: Degree of impact of various BE awareness method
28
2.2.2. How would you rate your own processes for this particular activity?
Graph 9: Effectiveness of various BE awareness methods
29
2.2.3. Tick √ the 5 activities that you think should be focused on /improved over the next few
years to raise awareness levels and understanding of business excellence.
Number of Votes for Each Awareness Activity to Focus on (Maximum 5 Votes Per
Participant)
Marketing of BE to CEO’s/senior managers/ board of directors 13
Defined strategy/roadmap for raising business excellence awareness in your
country/region
11
Obtaining the assistance of organisations that already use BE to promote BE 9
Promotion of BE via websites 6
Workshops/training in BE 6
Encouraging industry/ membership based associations to promote BE to their
members
6
Encouraging government institutions to promote and use BE 6
Promotion of BE via social media (twitter, face book, linked-in etc) 5
Obtaining the assistance of consultants to promote BE 5
Access to simple-to-understand publications that explain BE and its benefits 5
Presentations from Award winners 5
Conference on BE 4
Encouraging tertiary institutions to promote and teach BE to their students (for
example, MBA students)
4
Having BE Awards at the local level (by city or area of a country) 4
Raising the profile of the national business excellence award 4
Obtaining the assistance of assessors to promote BE 2
Press releases on BE 2
Encouraging schools to promote and teach BE to their pupils 2
Providing free copies of the BE Model and Criteria 1
Marketing of BE to managers/employees 0
Table 2: Areas of focus for BE awareness listed in order of frequency of selection by participants
30
2.3. Do you measure the number of organisations that are aware of business excellence in
your country/region?
Graph 10: Measuring the number of organisations aware of BE
2.4. Please rate below the extent to which, in your opinion, awareness of BE within your
country has changed over the last three years in general.
Graph 11: Change in awareness of BE
0 2 4 6 8 10 12 14 16 18
No Response
No
Yes
Number of Participants
0 2 4 6 8 10 12 14
No Response
Decreased Substantially
Decreased slightly
Stayed the same
Increased slightly
Increased substantially
Number of Countries/ Participants
31
2.5. Estimate the percentage of CEO’s/ organisational heads, in each of the following types
of organisations, that would be aware of your BE model/ Framework? You may provide
your best estimate for this question.
Graph 12: Percentage of CEOs aware of BE
0 2 4 6 8 10 12 14 16
No Response
81-100%
61-80%
41-60%
21-40%
11-20%
0-10%
Non-Government/ Not for Profit Organisations Government Organisations
Multination/ International Organisations Businesses (50 or more employees)
SMEs (less than 50 employees)
32
Section 3 – Facilitating Organisations in Using Business Excellence
3.1.1. Based on your experience what degree of impact does each of the listed services have on
assisting organisations in applying BE?
Graph 13: Degree of impact of various BE assistance activities
33
3.1.2. How would you rate your own services in this particular area?
Graph 14: Effectiveness of various BE assistance activities
34
3.1.3. Tick √ the 5 services that you think should be focused on /Improved over the next few
years to help organizations use a business excellence approach.
Number of Votes for Each Facilitation/ Assistance Activity to Focus on (Maximum 5 Votes
Per Participant)
On-line service/database of BE information/publications e.g. showing - best practice
case studies, examples of BE applications, the types of BE assessments that can be
used, benchmarks, descriptions of business improvement tools and techniques.
9
BE self-assessment tools 7
Industry specific BE guides to explain BE in terms relevant to the industry. 5
Networking meetings for CEOs /senior managers of business excellence users 5
Additional models, guides and Awards that stem from BE and focus on specific
topics such as Corporate Responsibility, Knowledge Management, Environmental
Sustainability and Leadership
5
Workshops/seminars on BE 4
BE assessor training courses 4
Opportunities for sharing and leaning from organisations in other countries 4
Certified course of training in BE e.g. diploma or masters degree. 3
Networking meetings for business excellence users 3
BE assessments facilitated by consultants 3
BE Awards at the national level 3
Business Excellence mentoring (e.g. access to BE assessors/experts for advice) 3
Conference on BE 2
Train the trainer courses (for assessors/consultants) 2
Access to Business Excellence consultants for advice and assistance 2
Copies of BE submission documents from Award winners 1
Best/good practice tours 1
On-line social platforms/BE forums/discussions 1
BE certification programs providing recognition at different levels of excellence
(that run outside the normal awards cycle)
1
BE Awards at the local level (by city or area of a country) 0
Benchmarking services and consulting (activities to learn from best practices) 0
Table 32: Areas of focus for BE assistance listed in order of frequency of selection by participants
35
3.2. Do you measure the number of organisations that use a BE approach to manage their
business in your country/region?
Graph 15: Measuring the number of organisations using BE
3.3. Please rate below the extent to which, in your opinion, the use of BE within your country
has changed over the last three years.
Graph 16: Change in use of BE
0 2 4 6 8 10 12 14 16
No Response
No
Yes
Number of Participants
0 2 4 6 8 10 12 14
No Response
Decreased Substantially
Decreased slightly
Stayed the same
Increased slightly
Increased substantially
Number of Countries/ Participants
36
3.4. In your opinion, what percentage of organisations in your country in the following types
of organisations uses a BE approach to running their organisation? You may provide your
best estimate for this question.
Graph 17: Percentage of CEOs aware of BE
0 5 10 15 20 25
No Response
81-100%
61-80%
41-60%
21-40%
11-20%
0-10%
Non-Government/ Not for Profit Organisations Government Organisations
Multination/ International Organisations Businesses (50 or more employees)
SMEs (less than 50 employees)
37
Section 4 – Awarding Excellence
4.1. How would you describe the profile /prestige of your country’s BE award?
Graph 18: Profile/ prestige of BE awards
0 1 2 3 4 5 6 7
High profile/ viewed as the country’s premier award
9
8
7
6
Moderate profile/viewed as an average award
4
3
2
1
Low profile/viewed as an insignificant award
Number of Participants
38
4.2.1. How would you rate your award processes?
Graph 19: Rating of award processes
39
4.2.2. Tick √ the 5 activities that you think should be focused on /improved over the next few
years.
Number of Votes for Each Award Activity to Focus on (Maximum 5 Votes Per Participant)
Publicity to encourage award applications 12
Feedback report to the applicant – presentation and content 8
Guidelines and assistance provided to potential applicants on submitting an Award
application (to obtain good submissions)
7
Process used by applicants to submit an application report or relevant documents 7
Guidebook to explain the BE model 5
Levels/ categories of recognition 5
Publicity surrounding the Awards 5
Assessor selection process 5
Recognition for assessors for their contribution 4
Opportunities for applicants and assessors to suggest improvements to the Awards
process
4
General management of the Awards process 4
Launch event for the Award 3
Assessor training 3
Support provided to ensure assessor teams follow due process (e.g. additional
mentoring or use of observers)
3
Site visits to Award applicants 3
Consensus meeting /process to discuss and agree on the feedback to give to
applicants
3
Judging panel 3
Eligibility/selection criteria and process to determine which applicants are
considered for an Award (this may involve a short-listing process)
2
Senior assessor training/instructions (e.g. for the leader of an evaluation team) 2
Award ceremony 1
Table 3: Areas of focus for BE awards listed in order of frequency of selection by participants
40
4.3. Do you think that there should be changes to the general process for applying and
assessing organisations for a Business Excellence Award?
Graph 20: Changes required in award process
4.4. How do applicants submit their application?
4.4.1. Do they submit a summary report?
Graph 21: Do applicants submit a summary report
0 1 2 3 4 5 6 7 8 9
No Response
Radical changes
9
Major changes
7
6
Moderate changes
4
3
Minor changes
1
No it should stay as it is
Number of Participants
0 5 10 15 20
No
Yes
Number of Applicants
41
4.4.2. Do they submit a detailed report on how the organisation addresses the criteria?
Graph 22: Do applicants submit a detailed report
4.4.3. How is application submitted?
Response Country/ Participant
Online (11)
Hard copy (8)
Both (8)
No response (2) Table 4: How applications are submitted by country/ applicant
0 5 10 15 20 25 30
No
Yes
Number of Participants
42
4.5. Assessor/ evaluator related questions.
4.5.1. Is a pre-assessment/ evaluation of award applications undertaken by the BE custodian
before it is handed to an assessment team?
Graph 23: Pre-assessment of award application
4.5.2. Do all applicants receive a site visit?
Graph 24: Applicants site visit
12.4 12.6 12.8 13 13.2 13.4 13.6 13.8 14 14.2
No
Yes
Number of Participants
0 2 4 6 8 10 12 14 16 18 20
Yes
No
Number of Participants
43
4.5.3. Are assessors/ evaluator paid for their time?
Graph 25: Assessors paid for their time
4.5.4. Are assessors/ evaluators required to pay for the training?
Graph 26: Payment for assessor/ evaluator training
0 2 4 6 8 10 12 14 16 18
No Response
No
Yes
Number of Participants
0 2 4 6 8 10 12 14 16 18
No Response
No
Yes
Number of Participants
44
4.4.5. Is the training the same for new and returning assessors/ evaluators?
Graph 27: New and returning assessor/ evaluator training
4.5. How confident are you that your assessments/ evaluations are consistent and reliable?
Graph 28: Confidence on consistency and reliability of assessments/ evaluation
0 2 4 6 8 10 12 14 16 18
No Response
No
Yes
Number of Participants
0 2 4 6 8 10 12 14 16
No Response
Not Confident at all
Not so Confident
Quite Confident
Very Confident
Extremely Confident
Number of Participants
45
4.6. How do you think award applicant organisations rate the value of your awards process in
relation to the time and resource they have invested?
Graph 29: Time and resource based value of award process
4.7. How do you think assessors/ evaluators rate the value of your awards process in relation
to the time and resource they have invested?
Graph 30: Value of award process for assessor/ evaluators
0 2 4 6 8 10 12 14 16 18 20
No Response
Very Poor Value
Poor Value
Average Value
Good Value
Excellent Value
Number of Participants
0 2 4 6 8 10 12 14 16 18
No Response
Very Poor Value
Poor Value
Average Value
Good Value
Excellent Value
Number of Participants
46
Section 5 – Support for Design and Deployment of Business Excellence
5.1. What is the ownership status of your organisation?
Graph 31: Ownership status of BE custodians
5.2. How satisfied are you with the competence level of your employees to lead BE in your
country?
Graph 32: Satisfaction on employee competence
0 2 4 6 8 10 12 14 16 18
No Response
Public/ Private Partnership
Not for Profit
Private Sector
Public Sector
Number of Participants
0 2 4 6 8 10 12 14 16
No Response
Highly Dissatisfied
Dissatisfied
Neutral
Satisfied
Highly Satisfied
Number of Participants
47
5.3. How satisfied are you with the number of employees you have supporting BE activities?
Graph 33: Satisfaction on number of employees
5.4. How would you describe the level of support for BE within your country by the following?
Potential Supporters of BE
in the Country
Minor Major No Response
1 2 3 4 5
Consultants (1)
(6)
(11)
(4)
(2)
(5)
Secondary education (12) (5)
(2)
(2)
(1)
(7)
Tertiary education (3) (10)
(7)
(3)
(0) (6)
Business associations (5)
(6)
(7)
(5)
(0) (6)
Chambers of commerce (8) (6)
(2)
(5)
(8)
Trade associations (7)
(6)
(5)
(3)
(8)
Private sector (2)
(5)
(5)
(7)
(3)
(7)
Government (6)
(3)
(4)
(5)
(5)
(6)
Volunteers (4)
(3)
(9)
(4)
(2)
(7)
Table 5: Level of support for BE by country
0 2 4 6 8 10 12
No Response
Highly Dissatisfied
Dissatisfied
Neutral
Satisfied
Highly Satisfied
Number of Participants
48
5.5. What is the composition of the board of directors in your organization?
Composition of Board Number of Participants
Funder/Sponsor - Government 11
Funder/Sponsor – Private Sector 10
Past winners 10
Government clients 7
Academia 8
Private sector clients 9
Chamber of commerce 7
International BE model organisations 3
Consultant 5
No board/ Not Applicable 5
Table 6: Composition of board
49
Section 6 – Measuring Business Excellence Model/ Framework Success
6.1.1. Do you use any of the following measures to measure your success as a BE Custodian?
Graph 34: Measures of BE
10.34
10.34
13.79
17.24
20.69
27.59
27.59
41.38
44.83
48.28
55.17
79.31
0.00 10.0020.0030.0040.0050.0060.0070.0080.0090.00
The sales turnover of organisations using businessexcellence in comparison to non-users
The awareness level of business excellence in ourcountry
The profitability of organisations using businessexcellence in comparison to non-users
The productivity of organisations using businessexcellence in comparison to non-users
The number of organisations at a mature level ofbusiness excellence
The level of private sector support to BE activities
The number of individual members we have
The number of organisation using businessexcellence in our country
The level of government support to BE activities
The number of organizational members we have
The revenue of our organisation from BE activities
The participation level in business excellenceawards
%age of custodians using the measure
50
6.1.2. Rank in order of importance the 3 most important measures that you use.
Graph 35: Total score of measures of BE (highest score indicates the most important)
6.2. Do you measure the impact of BE within your country?
Measuring Impact of BE by Country
Yes (7)
No (19)
Table 7: Measuring impact of BE by country
0
2
3
4
4
5
10
12
13
18
23
28
0 5 10 15 20 25 30
The level of private sector support to BE activities
The number of individual members we have
The sales turnover of organisations using businessexcellence in comparison to non-users
The number of organisations at a mature level ofbusiness excellence
The productivity of organisations using businessexcellence in comparison to non-users
The profitability of organisations using businessexcellence in comparison to non-users
The number of organizational members we have
The awareness level of business excellence in ourcountry
The number of organisation using business excellencein our country
The level of government support to BE activities
The revenue of our organisation from BE activities
The participation level in business excellence awards
Total Score