Case Study

Customer

A Business Link - SME - Public Sector

To undertake a self-assessment as part of its contractual arrangement with the Government's Small Business Service to ensure partner suitability and confirm its licence to operate
To identify key improvement opportunities to input to their own plans

This was a two stage process, involving a one day 'educational' workshop for the assessment team followed by a one day 'consensus' meeting a month or so later
Our first workshop conveyed basic knowledge and understanding of the Excellence Model and the process being used to the team who were to be directly involved in its own assessment
The assessment team then gathered evidence about the Business Link's activities and its results using templates structured around the Excellence Model
Our second workshop provided a platform for the assessment team to present its findings, and included additional members of the Management Team. Consensus on strengths and areas for improvement was sought

The Business Link achieved its two main objectives
Other benefits realised included enabling the customer to test how well its activities were aligned to its objectives
It was, for most, their first opportunity to see the 'whole picture' of their organisation using the self assessment process - doing more than just examining results

Design and delivery of the first day's workshop providing the 'knowledge' about Excellence
Review of the completed templates prior to the consensus workshop
Facilitation of the consensus workshop to keep the team on track and to act as 'subject experts' using our own particular style