There are a number of self-assessment tools available to support organisations on their journey towards

excellence, using the EFQM Excellence Model 2013. As with any tool, knowing what to use and when to use
it helps ensure you get the desired outcome.

The objective of this document is to help you understand whats available and whether it will add value to
your organisation.

Introduction ......................................................................................................................................... 1

Assessment Tools ................................................................................................................................. 2

Starting your Journey towards Excellence. Working towards Committed to Excellence ............ 3
EFQM Quick Check ....................................................................................................................... 3
Questionnaire: Determining Excellence ...................................................................................... 3
Simple Self- Assessment .............................................................................................................. 3
Working towards Recognised for Excellence ............................................................................... 4
EFQM Business Excellence Matrix ............................................................................................... 4
Working towards EFQM Excellence Award .................................................................................. 4
EFQM Excellence Assessment Matrix .......................................................................................... 4
Tools for Assessors ............................................................................................................................... 5

The EFQM Assessor Guide 2013 .................................................................................................. 5

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Weve listed the tools available from EFQM here in order of the complexity of the tool and the maturity of
the intended organisation, starting from those who have never seen the EFQM Excellence Model before
through to those preparing to apply for Recognised for Excellence and EFQM Excellence Award.

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EFQM Quick Check
Description: Assess the maturity of key approaches in place and prioritise them against your
strategic objectives
Format: MS Excel worksheet
Audience: Organisations that have not done a self-assessment before
Purpose: Do a quick assessment against of 20 key building blocks to identify current
strengths and priority improvement areas. Links to the Business Excellence
Matrix, as next step assessment.
Scoring: Simple scoring profile
Available: Free for members to download from the EFQM Knowledge Base
Released: Together with the launch of 2013 EFQM Excellence Model
Source: Developed and shared by Ricoh
Notes: A guidance document is also available which explains how to use the
spreadsheet.
Committed to Excellence compatible

Questionnaire: Determining Excellence

Description: A simple self-assessment tool, with about 5 questions per criteria
Format: EFQM Publication
Audience: Organisations that have not done a self-assessment before
Purpose: To provide a simple assessment against the 9 criteria, identifying current
strengths and priority areas for improvement.
Scoring: No, but can easily be adapted in-house to produce a score
Available: Order at the EFQM Webshop www.efqm.org
Released: Together with the launch of 2013 EFQM Excellence Model
Notes: Committed to Excellence compatible

Simple Self- Assessment

Description: Rate your organisations maturity against the 8 Fundamental Concepts of
Excellence
Format: MS Word
Audience: Organisations that have not done a self-assessment before
Purpose: Identify where are, where you want to be and what actions need to be taken.
Scoring: No
Available: Free for members to download from the EFQM Knowledge Base
Released: Updated for 2013 and used in the Journey to Excellencecourse
Notes: Committed to Excellence compatible

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EFQM Business Excellence Matrix
Description: Simple Self-Assessment tool that can also produce an Enabler Map submission
document.
Format: MS Excel spreadsheet
Audience: Organisations who are considering applying for Recognised for Excellence in
the future
Purpose: This tool will allow you to complete a self-assessment against the 9 criteria and
score using a simplified version of the RADAR. You use the information captured
to generate an Enabler Map.
Scoring: Yes (maximum score is limited to 600 points to prevent over-scoring)
Available: Free for members to download from the EFQM Knowledge Base
Released: Together with the launch of 2013 EFQM Excellence Model
Source: Developed and shared by Ricoh
Notes: A guidance document is also available which explains how to best work with the
spreadsheet.
Recognised for Excellence compatible

EFQM Excellence Assessment Matrix

Description: Self-Assessment tool that can also produce an Enabler Map submission
document.
Format: MS Excel spread sheet
Audience: Organisations who are considering applying for EFQM Excellence Award in
the future
Purpose: This tool will allow you to complete a self-assessment against the 9 criteria and
score using a simplified version of the RADAR. You use the information
captured to generate an Enabler Map.
Scoring: Yes (maximum score is 1000)
Available: Free for members to download from the EFQM Knowledge Base
Released: Together with the launch of 2013 EFQM Excellence Model
Notes: A guidance document is also available which explains how to best work with
the spread sheet.
EFQM Excellence Award compatible

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The following tools have been developed specifically for Assessors, for use in both internal and external
assessments.

The EFQM Assessor Guide 2013

Description: The Bible for 2013 Award Assessors, now available to all
Format: PDF
Audience: Assessors
Purpose: The guidelines for conducting an EFQM Assessment and Site Visit, as used in the
EEA 2013 process
Scoring: Includes guidance for applying the revised RADAR
Available: Free download from www.efqm.org for EFQM Members only
Released: March 2013

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EFQM
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Tel: +32 2 775 35 11
Fax: +32 2 775 35 96
info@efqm.org
www.efqm.org

EFQM 2013
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