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Continuous improvement is a primary principle in total quality management. It is applied to all aspects of the organisation including products, processes, and even the management of the firm. In this context, quality management self‐assessment is a useful tool for fostering the continuous improvement of the whole company, comparing its activities and results with an excellence model. However, little is known about the variables and relationships underlying self‐assessment application. This paper tries to shed light on this topic.

The methodology is an exploratory case study. Three Spanish organisations with a broad experience in self‐assessment application are analysed.

A model of self‐assessment application – containing variables and relationships among variables is proposed. Thus, the establishment of a holistic or systemic self‐assessment model where all the variables linked to self‐assessment employment are analytically and explicitly interrelated becomes the fundamental contribution of the research presented here.

This framework may constitute a starting point for subsequent academic research in this area.

The framework may also constitute a practical guide for managers interested in the use of self‐assessment technique.

Provides information on self‐assessment in a continuous improvement context.

The purpose of this paper is to study the EFQM model self‐assessment in a Spanish university.

A case study methodology is used based on five services provided by a public university in Spain.

The findings show the steps that one university can follow in order to apply this exercise in a successful manner, its benefits, its obstacles and its key factors such as management and employee commitment, and the support to self‐assessment teams (e.g. training, review).

The paper provides lessons for managers from other universities who wish to develop a self‐assessment exercise.

In recent years, two performance evaluation methodologies have received significant attention in managerial circles: quality audit and self‐assessment. While the quality audit examines the compliance of a quality system with ISO 9000 standards and its suitability to achieve stated objectives, the self‐assessment measures organizational performance against a selected business excellence model. In a continuous improvement effort, an organization can lay out the groundwork by establishing an ISO 9000 quality system, and subsequently use an excellence model to enhance performance, thereby effectively applying both evaluation methodologies. This paper compares the principles and practices of quality audits and self‐assessments, for the purpose of examining their compatibility and providing the basis for integration. Numerous differences in the concepts, purpose, scope and methodology are illustrated, and self‐assessments are found to be more advantageous in enabling continuous improvement. However, it is concluded that audits and self‐assessments are compatible, and further research into the issues of enhancing both methodologies is suggested.

Wakefield and Pontefract Community Health NHS Trust uses the European Business Excellence Model self‐assessment for continuous improvement. An outline of the key aspects of the model, an approach to TQM, is presented. This article sets out the context that led to the adoption of the model in the Trust and describes the approach that has been taken to completing self‐assessments. Use of the model to secure continuous improvement is reviewed against Bhopal and Thomson’s Audit Cycle and consideration is given to lessons learned. The article concludes with a discussion on applicability of the model to health care organisations. It is concluded that, after an initial learning curve, the model has facilitated integration of a range of quality initiatives, and progress with continuous improvement. Critical to this was the linking of self‐assessment to business planning and performance management systems.

The purpose of this paper is to describe and illustrate an application of a tool for assessing the maturity and effectiveness of enterprise performance measurement systems.

Assessment elements were defined based on the literature, and the scoring approach was designed based on performance excellence frameworks such as Baldrige and EFQM. A research case application in a Belgian public sector organization is used to illustrate how the tool can be used and the types of insights generated.

The case application indicates that the tool can be used to generate useful and actionable feedback for leadership to increase the maturity of enterprise performance measurement systems. The tool can also be used to longitudinally track progress in performance measurement system effectiveness.

The current paper represents the pilot application of the tool. Future work is needed to further test and refine the tool, refine the assessment process, and collect additional assessment data in other organizations.

This tool provides a more holistic yet detailed assessment of performance measurement systems. It assesses measurement system design quality, as well as implementation/use Specific feedback on process gaps can be used to detect and address problem areas, providing value for practitioners. The tool provides researchers with a standard, structured approach for collecting and codifying detailed observations and artifacts when studying measurement systems.

The study presented in this article is based on two basic premises. First, successful continuous improvement (CI) is dependent on shop floor level involvement and participation in improvement efforts. Second, the term “self‐assessment” clearly implies that those whose performance is being measured, and who are involved in conducting the assessment process. Excerpts from longitudinal case studies in a single Danish manufacturing organization demonstrate how teams involved in the process of conducting self‐assessment of CI developed a better understanding of the basic principles of CI. Furthermore, the study shows how these principles relate to the teams’ own work processes, and a deeper understanding of their organization's strategy and objectives.

Quality improvement is critical to the success of software development organizations. Automated tools can greatly assist in the implementation of quality improvement. The purpose of this paper is to investigate the state of tool support of software process improvement.

The authors first review three quality improvement models that can be used for improving the quality of software products, and then identify the required activities of the quality improvement effort based on those models. These activities identified then serve as a reference list to determine the support provided by commercial tools. The paper then conducts two surveys of software quality improvement tools and presents the results.

The results from two surveys indicate that: there is no tool that supports problem identification; most tools can provide several software process improvement functions to help software organizations to improve their process capability and the quality of their products; and there is no set of tools that can provide a complete coverage of all improvement activities.

Although the authors have conducted a detailed search on the internet to identify SPI tools, such a survey will miss those tools which have no presence on the internet. However, the authors are confident that their results can reflect what is available in the marketplace.

Process practitioners will learn about the state of support available in the marketplace and what they may need to develop on their own to provide complete support for their improvement efforts.

The paper proposes a classification of software process improvement functions and present a first survey of software quality improvement tools. The results will be beneficial to process practitioners.

The performance of self‐assessment and the various tools for conducting self‐assessment have been frequently debated in the literature. This paper discusses the complete process of self‐assessment and how organisations use the EFQM excellence model in real‐life situations. The research, reflected in this paper, comprises experiences from nine large organisations. There is no universal method for self‐assessment. On the contrary, findings indicate that several approaches to self‐assessment are successful as long as they fit the organisation, are used continuously, and foster participation. Organisations sometimes overlook the need to establish structured ways of prioritising actions for improvement, creating possibilities for sharing experiences, collecting feedback, and developing work procedures. It is also crucial to understand that self‐assessment has no end in itself as a separate activity. We claim that self‐assessment must be considered from a holistic perspective in order to realise its full potential.

First of a two‐part series. Examines current schemes for self‐assessment and their limitations. Proposes a new method of measuring organisational excellence and continous improvement. Suggests what is needed is an “assessment model” of the company′s quality goals and results, created and analysed through surveys and measurement.