Organizational Performance Self-Assessment Framework

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Organizational Self-Assessment Model: Objectives and Methodology

4.1. Objectives of the Self-Assessment

This model provides a benchmark for a global and systematic assessment of an organization. The evaluation enables comparisons with other organizations and helps ascertain the fulfillment of internal objectives before establishing improvement plans. The self-assessment process facilitates progress, corrects errors, and allows for the revision and enhancement of improvement plan effectiveness.

The maximum score achievable is 1000 points (500 for staff/enablers and 500 for results). The evaluation should follow a systematic approach to eliminate inaccuracies and foster consensus within the evaluation team. It must be evidence-based, identifying both strengths and areas for improvement.

4.2. Evaluation of Enablers

Enabler evaluation is based on a 0-100% scale, combining two key factors:

  1. Approach: Refers to the systems developed for each criterion.
  2. Implementation: Measures the extent of application of the analyzed systems across all aspects of realization.

To evaluate the approach, the following aspects should be considered:

  • Consistency: Is the approach consistent with the objectives to be achieved by the various actors involved?
  • Development: Is it developed according to a defined prevention-based profile to ensure robust implementation?
  • Effectiveness: Does it track results against set objectives and the degree of learning achieved? Does it identify and analyze deviations, defining necessary improvement plans?
  • Integration: Are the developed systems integrated into the organization's everyday operations and culture?

After reviewing these factors for every aspect of the facilitating agents (enablers), the evaluation team assigns a valuation for the approach, using existing valuation tables and matrices as scoring guidance.

4.3. Outcomes Assessment

Outcomes assessment is derived from a combination of two factors, also on a 0-100% scale:

  1. Results: The magnitude of results achieved by the company across different fields.
  2. Scope: The extent of activities where the obtained results are applied or extended.

To assess the results, the following factors are considered:

  • The results' relationship to the focus of the enabler criteria.
  • Comparison of results with established objectives.
  • Comparison with competitors and industry leaders.

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