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Professional EFQM training program: Institutional Self-Assessment Based on the EFQM Model.
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Ask on WhatsAppThe "Institutional Self-Assessment Based on the EFQM Model" course is an applied training program aimed at enabling participants to design, implement, and facilitate self-assessment processes according to the EFQM 2025 Model, as an effective tool for diagnosing institutional performance, understanding strengths, identifying gaps and improvement opportunities, and building action plans to achieve sustainable excellence. Self-assessment is the cornerstone of the institutional excellence journey, as it enables the organization to see itself from an objective and systematic perspective and to involve all its levels in the improvement process. The program is designed to be 80% practical, through a simulation of the entire self-assessment process (planning, evidence gathering, assessment, report preparation), case studies from real Saudi organizations (stc, ZATCA, HRDF, GASTAT, SDAIA), and group exercises to facilitate assessment sessions.
Program Duration: Given the intensity of the practical application, the course is designed over 3 days (15 training hours).
By the end of this course, the participant will be able to:
Understand the concept of self-assessment and its importance as a diagnostic and managerial tool – recognizing that self-assessment is a systematic and comprehensive process led by the organization itself to assess its level of maturity against the EFQM Model, identify its strengths and gaps, and set a roadmap for improvement. The benefits of self-assessment (improving internal awareness, achieving strategic alignment, fostering a culture of continuous improvement, prioritizing investments, preparing for external assessment).
Design and plan the self-assessment process in the organization – defining the assessment scope (the entire organization, a specific unit, a specific process), forming the assessment team, identifying evidence sources and a timeline, allocating the budget and resources, and setting a communication plan for stakeholders.
Gather and analyze evidence (documents, data, interviews, observations) – identifying the types of evidence required for each EFQM criterion, developing evidence-gathering tools (checklists, assessment surveys, interview guides, observation forms), and organizing and documenting the evidence to ensure its completeness and reliability.
Apply the RADAR methodology as a self-assessment tool – using the RADAR methodology to assess the approach, deployment, and results, analyzing the evidence to identify strengths and improvement opportunities, and scoring the level (maturity score) for each sub-criterion.
Document the self-assessment results and prepare the assessment report – writing a clear and concise assessment report that includes: an executive summary, the assessment methodology, criteria analysis (strengths and improvement opportunities for each criterion), a results table, and recommendations.
Convert the assessment results into an actionable action and improvement plan – integrating the self-assessment results into strategic planning and continuous improvement processes, prioritizing improvement initiatives, allocating budget and resources, and monitoring progress.
The role of self-assessment in institutional excellence awards and external recognitions – understanding how to use self-assessment as a preparatory step for local and international excellence awards (such as the King Abdulaziz Quality Award and the EFQM Award), and how to raise the maturity level through periodic assessments.
Officers of self-assessment, institutional excellence, and quality management.
Members of self-assessment teams and internal assessors.
Managers of strategic planning, performance management, and continuous improvement.
Executive managers and team leaders involved in self-assessment.
Institutional excellence and total quality management consultants.
Internal and external reviewers.
Graduates of business administration, public administration, and industrial engineering.
The ability to create a self-assessment plan (scope, team formation, timeline (6–12 weeks), budget, required resources (documents, tools, training), and a communication plan).
The ability to design checklists for each sub-criterion, self-assessment surveys to collect data, and structured interview guides (open and closed questions for interviews with leadership, employees, and customers).
The ability to gather, organize, and classify evidence from internal documents (performance reports, strategy documents, policies, procedures, training records), from interviews, and from field observations, and to analyze this evidence to assess maturity (alignment with excellence requirements).
The ability to use the RADAR dimensions (Results, Approach, Deployment, Assess and Refine) to assess the organization's maturity, and identify strengths and improvement opportunities for each of the sub-criteria.
The ability to write a structured self-assessment report containing an executive summary for senior management, a description of the methodology, a detailed analysis of the criteria (with tables and charts), strengths and improvement opportunities, the overall results (with graphs), and prioritized recommendations.
The ability to translate the assessment report into a tangible improvement plan: for each improvement opportunity, proposing specific initiatives, and defining responsibilities, deadlines (the timeline), budget, and key performance indicators (KPIs) to measure success.
The ability to facilitate a group assessment session for a single criterion (for example, the organizational culture and leadership criterion) using RADAR tools, guiding the discussion to elicit assessment evidence, and reaching consensus on the assessment.
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