【導(dǎo)讀】顧客和競爭者驅(qū)動變化的需求。行業(yè)正在快速變化。ISO保證后的下一步。learning.你的領(lǐng)導(dǎo)里隊伍承諾加強組織的學(xué)習(xí)。組織的價值與標準的核心價值協(xié)調(diào)一致。進價值，以及貢獻于市場成功。andcapabilities整個組織有效性和能力的改進。和理解，你是否認同波多里奇標準是完成3大目標的有效工具？(1=stronglydisagree非常不贊同,3=cannotdecide不能確定是否贊同,清對你給的分數(shù)加以解釋。程度上對需求或問題進行立即響應(yīng)。

　　

【正文】 ? A typical assessment team is posed of:典型的評估小組是由下列人員組成： – 4 to 7 internal team members 47名內(nèi)部小組成員 (including team leader and Category leaders 包括組長和大類領(lǐng)導(dǎo) ) – 1 or 2 external 。 ? You need Category leaders. One team member can play the role of several Category leaders, but not for Category 5 and Category 6 at the same time. (refer to sequences of data gathering and interview) 你需要大類領(lǐng)導(dǎo) 。 一名小組成員可以擔當多個大類的領(lǐng)導(dǎo) ， 但是不能同時擔任第 5類和第 6類的領(lǐng)導(dǎo) 。 （ 參考數(shù)據(jù)收集和審查順序 ） 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 35 Budget, Resources, and Duration 預(yù)算、資源和期限 ? Proposed list of participants 參與者提名清單 ? How much of time required for each participants? 每個參與者需要投入多長時間 ？ ? How long the process will take整個過程多長 ? ? How much it is going to costs 成本多少 ? ? The Process Expert need to have a rough plan for data gathering in order to estimate the number of interviews, the number of locations to be visited, the travel plans, etc. 過程專揀需要對數(shù)據(jù)搜集有一個初步的計劃包括估計要與多少人會談 ， 要去多少場所 ，行程計劃等 。 ? 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(yù)算 。 ? Reserve reasonable margins 預(yù)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(wù) 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(yīng)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(lǐng)導(dǎo) 、 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(xùn)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 and Rating (SRR) 科飛咨詢翻譯 38 Organizational Profile組織簡介 Step 3 Preparation and Data Gathering by Process Expert and Senior Leaders由過程專家和高層領(lǐng)導(dǎo)來準備和搜集的數(shù) 據(jù) 。 Presentation and Consensus: The organizational profile is the ―internal‖ criteria for assessment. It tells what is relevant and important to your organization and its performance. Do not proceed the assessment without the consensus of the senior leaders. 陳述和認同：組織簡介是評估的 “ 內(nèi)部標準 ” 。 它說明企業(yè) 最關(guān)鍵的事項及表現(xiàn)是什么 。 沒有高層領(lǐng)導(dǎo)的一致認同評估不 宜進行 。 Decisions: If there are major gaps, should we continue or should we go to Step 7 (Improvement Plans)? 決定：如果沒有重大缺陷 ， 我們是還應(yīng)繼續(xù)進行第 7步 （ 改進 計劃 ） 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 39 p Case Study 案例研究 10 By parison to the requirements of and the following information or gaps are identified by the senior leader: 通過比較 ， 由高層領(lǐng)導(dǎo)識別下列信息或缺陷： The ―Mission‖ and the ―Values‖ of the organization are not clearly defined. There are different opinions about what are the “ 使命 ” 和 “ 價值 ” 并沒有被明確規(guī)定 。 有關(guān)的內(nèi)容有多種說法 。 Lacking information about No consensus about Strategic 。 No approaches for organizational learning and knowledge 織學(xué)習(xí)和知識資產(chǎn)的方法 。 What should the organization do next? Give your 什么 ？ 給出你的理由 。 (10 minutes individual study, 10 minutes team study, 5 minute presentation) (10分鐘個人研究 、 10分鐘小組討論 、 5分鐘小組陳述 ) 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 40 Preparing the Assessment Team Step 4 評估組準備 The Sequences and Process Flow順序和流程圖 Assembling the Team and Assign Responsibilities 召集小組并分配職責 Team Training (similar to this course but using internal available documents such as: organizational profile, business review reports, etc.) 小組培訓(xùn) （ 與本課程類似 ， 但是使用內(nèi)部文件例如：組織 簡介 、 經(jīng)營評審報告等 。 ） Planning the Information and Data Gathering Process (agenda, interview lists, detailed schedules) 信息和數(shù)據(jù)搜集過程的策劃 （ 議程 、 訪問清單 、 詳細的時 間表 ） 2020/6/21 Prepared by Strategy, Risk and Rating (SRR) 科飛咨詢翻譯 41 Proposed Sequences for Data Gathering and Interview 1. Leadership Organizational Profile 3. Customer amp。 Market Focus Customer Focus Results Product and Service Results a (2) Market Results 4. Measurement, Analysis and Knowledge Management Relevant Parts of Organization Effectiveness Results 5. Human Resource Focus Human Resource Results 6. Process Management 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(guān)鍵要素 Interviews 訪問 Document Review 文件評審 Writing Notes 書面筆記 Member Debriefing 成員任務(wù)報告 Team Debriefing 小組任務(wù)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 ） 。