【正文】 agement Relevant Part of Organizational Effectiveness Results Relevant Parts of Governance and Social Responsibility 2. Strategic Planning a (1) Financial Results Relevant Parts Relevant Parts 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 42 Data and Information Gathering Step 5 數(shù)據(jù)和信息搜集 Data Gathering Strategy 數(shù)據(jù)搜集戰(zhàn)略 Key Factors 關鍵要素 Interviews 訪問 Document Review 文件評審 Writing Notes 書面筆記 Member Debriefing 成員任務報告 Team Debriefing 小組任務報告 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 43 Data Gathering Strategy 數(shù)據(jù)搜集戰(zhàn)略 ? Creating an open atmosphere, so that people will share information freely. (advanced munication) 創(chuàng)建一種公開的氣氛 ， 以便與人們自由分享信息 （ 良好的溝通 ） 。 No approaches for organizational learning and knowledge 織學習和知識資產(chǎn)的方法 。 ? Do not provide estimations for improvement project planning and implementation. 本階段不要為改進項目策劃和實施提供預算 。 – Participating improvement planning, taking ownership of improvement projects. 參與改進策劃 、 負責改進項目 ? External Expert: Depending on the inhouse expertise, plays different roles as required. Can be a leader or a facilitator, must be a trainer. 外部專家： 取決于內(nèi)部的情況 ， 在需要時扮演著不同的角色 。 – Autonomy and authority to carry out improvement plans. 執(zhí)行改進計劃的自主和權(quán)利 。 ? Organization with a culture that ordinarily avoids confronting harsh realities will not be able to identify the weakness and the root causes of existing problems. They believe that their own culture can be adjusted to the strategy without knowing that strategy is limited by and adjusts to the existing culture. 以和為貴 ， 不愿面對和解決矛盾 。 Audit vs. Assessment – Warning Signals 審核：評估 警告信號（ 3） 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 15 ? People seem to be concerned that there will be few choices available at the end regarding what action to take – the report will indicate what must be done, rather than providing a framework for deciding what issues to address. 人們似乎擔心他們在最后關于采取何種措施時有很少的選擇余地 —報告會指出必須做什么 ， 而不是僅提供解決問題的框架 。 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 12 Audit vs. Assessment – Warning Signals 審核：評估 警告信號（ 1） Here are some of the warning signals that will tell you when people are still thinking of the assessment as a pliance audit: 下面是當人們?nèi)匀徽J為評估是符合性審核的時候的警告信號： ? People refer to the criteria as a ―standard‖ and talk about ―pliance‖ or ―conformance‖. 人們喜歡將標準看作 “ 標準 standard‖并討論 “ 符合 ” 獲 “ 一致 ” 。 Strategic and Operational Goals Case Study 9 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 10 (4) Integrated Approach 綜合的方法 Operations are characterized by processes that are repeatable and regularly evaluated for change and improvement in collaboration with other affected units. Efficiencies across units are sought and achieved. 組織通過對與其他有影響的單元的合作帶來的變化和改進的可重復的 、 定期的評價過程進行經(jīng)營 。 Goal 2: improvement of overall organizational effectiveness and capabilities 整個組織有效性和能力的改進 。2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 1 Subject主題 5 SelfAssessment and Improvement Based on Baldrige Criteria 基于波多里奇標準的 自我評估和改進 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 2 Introduction to SelfAssessment 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 3 Reasons for SelfAssessment（ 1） 自評的原因 ? Customers and petitors are driving a need to change (Response to threats). 顧客和競爭者驅(qū)動變化的需求 （ 響應威脅 ） 。 Goal 3: organizational and personal learning 組織和個人的學習 。 可以獲得跨單元的有效結(jié)果 。 ? The scores seem unduly important to people, and the idea keeps recurring that there is a ―pass mark‖. 分數(shù)對人們非常重要 ， 并且人們的思想仍然停留在是否 “ 及格 ” 。 ? If you see many of these warning signals, then you have more work to do in getting the message across. 如果你看到很多這樣的警告信號 ， 那么你就得改進評估的方法 。 他們認為自己的文化可以按照戰(zhàn)略加以調(diào)整 ， 但是卻不知道戰(zhàn)略可能受現(xiàn)有文化的限制 ，并要適應現(xiàn)有的文化 。 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 31 Criteria 標準 ? Based on the maturity of the organization, you have the flexibility to use portion or all of the Baldrige Criteria. You can simplify the criteria based on your own needs. 以組織的成熟度為基礎 ， 你可以有選擇的使用波多里奇標準的部分或全部 。 可能是領導或推動者 ，必須扮演導師的角色 。 ? Reserve reasonable margins 預留適當?shù)臅r間 . (Case Study?) 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 36 Executive Workshop – Step 2 經(jīng)理主管人員討論會 第 2步 Background and Credibility of Baldrige Award 波多里奇獎的背景和可信度 Introducing the Assessment Criteria介紹評估標準 Practicing 實施 (Case study of Category 1 or 2) (第 2類的案例研究 ) Presenting the Assessment Plan 陳述評估計劃 Assessment Team Selection 確定評估組 Assignments for Organizational Profile 向成員分配搜集組 織資料的任務 Initial Communication and Schedule 初始的溝通和進度表 Conforming the Next Steps確認下一步工作計劃 (The Workshop lasts 4 to 6 hours 研討會持續(xù) 46小時 ) 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 37 Guidelines for Choosing the Assessment Team 評估組選擇指南 The team members should be 評估組成員應該是 : ? Knowledgeable about the organization 了解組織 ? Able to access information有能力搜集必要的資料 ? Able to municate with people at all levels 能與所有層面的人 員溝通 ? Trusted and credible可信并可靠 (to leaders, peers, front line people 領導 、 同 事以及第一線人員 ) ? Role models for the desired behaviors (dependable, team players…… ) ? 模范者 （ 可靠的 、 小組參與者 ） Assessor = Auditor + Analyst + Consultant + Tutor 評估員 = 審核員 + 分析員 + 顧問 + 培訓老師 The team as a whole should be a cross section of the organization (to avoid the perception of bias). 從不同的部門選出 （ 要避免偏頗 ） 2020/6/21 Prepared by Strategy, Risk