assessment results
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Assessment Results. Report Template. Introduction to document. This document is a template for the report to deliver results the of the supplier capability development capability assessment - PowerPoint PPT PresentationTRANSCRIPT
Assessment Results
Report Template
2
Introduction to document
• This document is a template for the report to deliver results the of the supplier capability development capability assessment
• It contains an overview of the assessment tool, including the capability areas covered and the way in which questions are weighted and scored
• Results are to be presented as an overview, followed by a breakdown by capability area
• The spread sheet ‘template for supplier results scores’ should be used in conjunction with this template. Instructions for its use are contained within the spread sheet
• Supplier assessors should use their experience from the assessments to populate the observations and experiences
• Individual supplier scores should not be included in this report, to protect the identity of the suppliers
3
The Capability Model assesses suppliers against 10 Capability Areas
Strategic Management
Procurement & Supply
Premises Distribution & Transportation
Product Quality Interaction with Customers
Finance Leadership
Human ResourcesInformation Technology
Supplier Capability Areas
Subsumed in the 10 Capability Areas are 41 Competency Areas and 172 questions
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Capability Model – Assessment Tool Stats
10 Capability Areas
41 Competencies
172 Questions
Example 1
• Financial Management
• Accounting
• Do you clearly separate between private and business money?
Example 2
• Product Quality
• Perishable handling expertise
• Is the product kept in the right conditions during processing?
For each question in the Capability Model a good practice / requirement is defined and up to 5 points can be scored
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Capability Area
Comp. Area Question
Q1 Financial Manage-ment
Accounting Do you clearly separate between private and business money?
Q2 Product Quality
Perishable handling expertise
Is the product kept in the right conditions during processing?
Answer Good Practice/ Requirement
Score (out of 5)
There is no separation. Business money is used for private purchases
Maintaining separate account for business and private use
1
Raw materials are kept on the floor and in the bucket without proper covering. Plastic barrel which have been used to carry chemicals is now used for storing and processing milk.
Appropriate and hygienic handling without risk of cross-contamination 2
Assessment Tool Structure Evaluation Method
Capability Model Structure (1/2)
Each question is prioritized and weighted accordingly to come up with a score per Capability Area and Competency Area
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Question Capability Area 1
Comp. Area 1
Priority Capability Area 2
Comp. Area 2
Priority
Q1 Do you clearly separate between private and business money?
Finance Accounting 1 N/A N/A N/A
Q2 Is the product kept in the right conditions during processing?
Product Quality
Perishable handling expertise
1 Premises
Production and
processing quality and efficiency
2
Points Cap. Area 1 Comp. Area 1 Cap. Area 2 Comp. Area 2
Q1 4 4 N/A N/AQ2 8 8 4 4
Priority Weight
1 4
2 2
3 0.5
Allocation & Weighting Method
Capability Model Structure (2/2)
Points per Question = Score x Weight
where weight depends on the priority.
Points per question are added up to arrive at Capability Area and
Competency Area scores
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Each Supplier Capability Area relates to specific goals derived from the project vision
Supplier Capability Area Equal, reliable & long-term relationship
Working conditions for suppliers’ employees
Women employment
Reduce negative health & environmental impact
Sourcing fairly from low-income farmers
Cust. Requ.1)
Supplier Requ.2)
Strategic Mgmt.
Procurement & Supply
Premises
Distribution & Transp.
Product Quality
Interaction w/ Customers
Finance
Leadership
HR
IT
Commercial (short-term) Inclusive / Commercial (long-term)
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1) Retailers requirements of suppliers. This column is ticked if the supplier's capability directly impacts the retailer2) Suppliers’ requirements to improve their own business – regardless of any specific customer
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High ProfitabilityHigh growth rates; high return on capital
Negative Social Impact
• Climate ‘negative’
• Negative environmental externalities
• Negative social / community impacts (e.g. labor)
• Lack of linkages to local communities, economies
Low or Negative ProfitabilityLow or stagnant growth; unfavorable market economics
Positive Social Impact
• Climate ‘positive’
• Resource efficient
• Inclusive supply chains
• Fair workplaces
• Direct and multiplier benefits to local economy, community
Long-term strategy for profitability, growth and
positive social impact
Only feasible in the short-term
Inclusive impact limiting profitability and growthNot desirable
+
+-
-
The 4 Quadrants
Long term growth / commercial success requires a combination of profitability and positive social impact
Capability Areas contribute to the overall score of a supplier to a different extent
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Capability Area Order of Relevance
Contribution to Overall Score
Strategic Management 1 15%Finance 2 13%Leadership 3 11%Interaction with Customer 4 11%
Product Quality 5 11%Procurement & Supply 6 10%HR 7 10%Distribution & Transportation 8 8%
Premises 9 7%IT 10 3%Total N/A 100%
Supplier Capability Areas – Weighting
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Glossary of Scores
Scor Color Rating
4.0 - 5.0 A
3.0 - 3.9 B
2.0 - 2.9 C
1.0 - 1.9 D
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<Insert the overall scores by Capability Area here>
Supplier Name Avg. Rating Avg. ScoreAll
Distrib
ution & Transporta
tion
Interaction w
ith Custo
mers
Procurement &
Supply
Finance
Strategic
Mgmt. HR
Product Quality IT
Premises
Leadersh
ip1.02.03.04.05.0
3.1 3.0 3.0 2.9 2.9 2.8 2.8 2.7 2.5 2.4
All Pilot Suppliers
• Use the assessment results templates to create these tables in excel
• Copy and paste the table into this report as a presentation object by selecting ‘paste special’
• Adjust the column colours to align with the glossary of scores on slide 10
• To do this right click on one of the data columns and select format data series and ‘fill’
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Overall and on average, the 9 pilot suppliers score a 2.8 on a scale from 1-5
Supplier Name Avg. Rating Avg. Score
Observations & Explanations<Insert observations and explanations from the individual supplier assessment files>
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<Insert Capability Area e.g. HR>
Capability Area Gap Avg. Score
Salary
and labour la
w complia
nce
Working co
nditions and benefits
Talent and perfo
rmance
management
Opportunities f
or women
Documentation
1.0
2.0
3.0
4.0
5.0
3.2 3.12.6
1.8 1.7
All Pilot Suppliers • Use the assessment results templates to create these tables in excel
• Copy and paste the table into this report as a presentation object by selecting ‘paste special’
• Adjust the column colours to align with the glossary of scores on slide 10
• To do this right click on one of the data columns and select format data series and ‘fill’
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<Insert Capability Area e.g. HR>
Capability Area Gap Avg. ScoreHR
Observations & ExplanationsGeneral: <Insert observations and explanations from the individual supplier assessment files>Competencies:<Insert observations and explanations from the individual supplier assessment files>