welcome to a short overview of the goa-workbench functions

Basics

Starting GOA

GOA Inquiry

Distribute Questionnaires

Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

1

Welcome to a short overview of the GOA-WorkBench functions

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

2

GOA – the Group Opinion Analyser - is an easy to use „workbench“ for assessment based management methodologies

GOA:

is licensed by the EFQM

minimises effort for running assessments and surveys

offers a multitude of knowledge bases for implementing HRM- & TQM methods

offers up to 10 languages, depending on the individual knowledge base

offers multimedia support for online training

GOA – the Group Opinion Analyser

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

3

DefineStrategyDefine

Strategy

IdentifyKey Drivers

IdentifyKey Drivers

Assess& InquireAssess

& Inquire

DeployDeploy

EvaluateEvaluate

Assessment-ModelCAF, EFQM, ISO9004, „Fit for Excellence“, ...

Assessment-ModelCAF, EFQM, ISO9004, „Fit for Excellence“, ...

PeopleSatisfaction

PeopleSatisfaction

StudentSatisfaction

StudentSatisfaction

UnterrichtsEvaluationUnterrichtsEvaluation

360°Feedback

360°Feedback

ProjectExcellence

ProjectExcellence

……

Your way towards Excellence

Excellence is not a one time goal, but an ongoing process !

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

4

Compile new questionnaires

Adapt questionnaires(Delete, add or reformulate questions)

Construct a ‘new version’ of a questionnaire (language or specific target group modifications)

Define the target group and generate questionnaires

Distribute questionnaires e.g. on a web server

Encode answered questionnaires and automatically generate statistical results

Analyse complex queries

Support the Continuous Improvement Process (CIP)

Implementing a GOA Project

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

5

People

Leadership

Partnership & Resources

Policy & Strategy

Processes

People Results

Society Results

Customer Results

Key Performance

Results

GOA Tools in Support of the EFQM Excellence Model

Team EffectivenessLOP Inventory

ObjectivesInnoMan Culture Customer Inquiry

Supplier Audits (Inq. Centre)Basell II

Objectives360° Management Feedback

People InquiryOrganisational Climate

KVP WorkBenchProject ExcellenceInnoMan Process & Project

Inquiry Centre

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

6

Overlapping of ISO and EFQM

0

0,2

0,4

0,6

0,8

11

1. Leadership

2. Policy & Strategy

3. People

4. Partnership& Resources

5. Processes6.Customer Results

7. People Results

8. Society Results

9. Key Performance Results

ISO9000

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

7

Mapping of ISO 9001 within EFQM

* - *** = Intensity of EFQM topics dealing with each ISO ChapterGOA Assessment offers:Preparation of ISO Quality Manual without additional data collection!

E FQM Criterion / I S O

Chapter5.1 5.2 5.3 5.4 5.5 5.6 6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8 7.1 7.2 7.3 7.4 7.5 8.1 8.2 8.3 8.4 8.5

1 Leadership ** ** ** * ** *

2 Policy and Strategy * * ** ** * *

3 People ** ** *** * * *

4 Partnership und Ressources * * * * * ** * ** * **

5 Processes * * * ***

6 Customer Results * * ** * *

7 People Results * *** ** *

8 Society Results * **

9 Key Performance Results *

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

8

The Improvement Process

Each Survey does not only collect quantitative data,

but also qualitative information,

that, if used properly, offer enormous improvement potential

for every organisation !

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

9

Priorisation of Improvement Actions

The goal is to reach high results - with minimum effort and resources

Efforts

high

low

low high

Results

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

10

Concept of the Balanced Q-Card (BQC)

Imports data from other GOA modules Improvement suggestions from assessments

Open questions from GOA-Inquiry or similar surveys

Allows to rate the imported suggestions

In great detail (5 dimensions)

Stand-alone

In teams via Web or LAN

Adaptation to company policy and strategy

Weighting of Rating Dimensions

Company specific weighting of Criteria

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

11

The GOA WorkBench Knowledge Bases have some generic functions that can be found in all GOA modules.

When you start GOA for the first time you can choose between logging yourself in with the login „Test“ and no password or you can create your own user login. All inquiries run under your specific user login will not be shown when somebody else is logged in

Click „OK“ for starting the program

Click „OK“ for starting the program

Starting GOA

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

12

All GOA functions can be started either by clicking on the symbol in the toolbar or by choosing the respective option from the menu.

For existing inquiries you have the possibility to select available functions by clicking on the list entry with your right mouse button.

The F1 Button will start the Online-help at any time.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

13

To generate a new interview, select „New“ from the menu „Interview“

Click hereClick here

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

14

A new window will open up where all available knowledge bases and language versions from your GOA installation are shown.

By clicking on the desired knowledge base you will open a copy of the template questionnaire that you can adapt for the inquiry you have in mind

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

15

Instead of selecting a knowledge base you can also copy an already existing interview in order to use the changes you already made as a starting point for your new inquiry.

Copy is added to list

Copy is added to list

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

16

The mene “Extras” gives you access to administrative functions, such as selecting the language of the GOA interface or changing the access path to the GOA database.

The „Extras“ Menu

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

17

GOA Inquiry allows you to design surveys, distribute questionnaires and analyse the returning answers. GOA Inquiry is supplemented by a wide range of optional Knowledge Bases, containing comprehensive questionnaires for specific tasks.

GOA is supporting a wide number of languages. This gives you for example the option to integrate a Spanish version of a survey you want to use otherwise mainly for English clients.

Typical Survey Modules are:

Analysis of Learning Organisations

Company Objectives Analysis

Customer Satisfaction Inquiries

People Satisfaction Inquiries

Team-Effectiveness Survey

In addition to these standard surveys you can also use surveys based on the 360° Feedback method, for example when you are analysing leadership effectiveness.

Another use of this GOA function is the Distributed Survey in the assessment modules, like in the EFQM Assessment or Project Excellence.

GOA Inquiry

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

18

The first window that appears after opening a new inquiry contains the complete questionnaire template for the respective topic as well as a display line which enables you to view longer questions without scrolling.

In this window you can adapt the questionnaire for the knowledge base of the specific survey you are planning.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

19

In order to change questions you have to click with the right mouse button on the question and select “Change question text” from the appearing menu.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

20

In the editing window you can change the different text components of the question.

For changing the question text, you go

If, for example, you want to change the explanation for a question you will have to click on the corresponding area in the bottom left window.

Then you can change the text in the bottom right window.

Click here to select the text you want to

change.

Click here to select the text you want to

change.

Change the answer text here.Change the answer text here.

Change question text hereChange question text here

Click here to save changes.Click here to save changes.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

21

For the design of an HTML questionnaire the following functions are available:

- Print Labels in reverse sequence

- Interviewee must answer questions

- Short text in chart

These parameters are defined in the distribution wizard for each version.

Select parameterSelect parameter

Activate hereActivate here

Click here to save changes.Click here to save changes.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

22

The full function of the change question text is not available in all knowledge bases!

Part of this feature is missing in those cases where the specific knowledge base is based on standardized procedures that do not allow changes in approach and for this reason, the explanations and answer scales are “fixed”.

If this is the case, you can only change the question text to adapt it to your company.

A good example for this is the EFQM Assessment module, where the method is defined by the officially published Excellence Model and can not be changed.

IMPORTANT:

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

23

...or with the local rating window...or with the local rating window

Either via internet...Either via internet...

The list is the starting point for the distribution of the data for the assessments.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

24

You can now distribute the questionnaire by clicking on the button „Distribute Interview“.



Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

25

The program will guide you through all necessary steps with the help of an assistant.

The assistant will help you create specific surveys for different projects which can be defined separately for each language.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

26

The 360° Method is a special form of a survey, where the same facts are analysed from the specific point of view of several query groups.

GOA offers an assistant which allows you to prepare the survey for different query groups such as Team Leaders, Team Members, etc. This gives you the opportunity to compare and analyse results at a later time

Start distributionStart distribution

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

27

Specific to each version, the questionnaires can be adapted to individual survey groups.The questionnaires can be distributed either electronically or in a paper format, with “electronically” being the default.

GOA allows you to save the generated questionnaires to any place you desire.

. web-documents .. web-documents .

Creates mail attachments ...Creates mail attachments ...

... or paper format. ... or paper format.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

28

When distributing the questionnaires electronically the assistant will ask you to choose between distributing anonymously or to specific interviewees taken from a database.


Add Interviewees Add Interviewees

If you have chosen a HTML-Questionnaire you will not be asked to select the interviewees but to define a header and footer for the Web-Questionnaire.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

29

When distributing the GOA surveys, each interviewee receives either a link to the website with the questionnaire or a GOA satellite as an executable file.If you send a satellite, the interviewee will receive a file with the ending SAT which provides the questionnaire when opened.

Interface for navigation within the questionnaire.

Interface for navigation within the questionnaire.

The answered questions can be saved anytime and opened again later. This enables the interviewee to change already answered questions or continue answering after an interruption.

The answered questions can be saved anytime and opened again later. This enables the interviewee to change already answered questions or continue answering after an interruption.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

30

In the case that you generated a HTML survey, your questions will be answered via a web browser.

If you use an internet browser for the survey, the interviewee will only receive an email with the link to the web page with the questionnaire, the interviewee will not receive a file and thus will stay anonymous.

Submit questionnaireSubmit questionnaire Print your own copy of the answers given

Print your own copy of the answers given

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

31

Once the answered questionnaires are returned via email, they need to be loaded into GOA.

You start this process by clicking the button “Load Answers”.

Load answersLoad answers

Read in Answers

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

32

Once the answered questionnaires are returned via email, you will want to load them into GOA.

You start this process by clicking the button “Load Answers”. This will open a browser window where you can select the folder with the returned answers.

Read in the received answers

Read in the received answers

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

33

If the selected order contains returned answers for the currently open survey they will be shown in the list.You can select the files you need and copy them with the “load” button into the GOA data base. The original file will be marked as “loaded” or, optionally, deleted.

LoadLoad

MarkMark

You can choose to view already loaded satellites. (If not deleted yet)

You can choose to view already loaded satellites. (If not deleted yet)

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

34

Analysis

After back-loading the answers GOA will analyse them automatically. If you select a chapter or question you will see the mean average of the received answers. Individual and detaillied results are available through the „Report“ Menu or by exporting the pre-filtered or raw data to statistical programms like MS Excel or SPSS.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

35

Depending on the underlying methodology you will receive a “Top Ten” list of the survey when selecting the chapter heading in some modules.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

36

If you click on the button in the lower left corner of the mean average graph, you will see a more detailed graph of the topic with the distribution of the answers.

Show detailed graphShow detailed graph

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

37

The appearance of the graphs can be changed in order to fit your corporate design. You have three menus at your disposal.

The first menu allows you to change the colours of the graphs.

Hier klickenHier klicken

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

38

The menu “chart…” gives you the opportunity for a number of actions. You can save the chart, copy it in another Windows application without frames or print it.

…. and the experienced user can even change the complete template according to their specific requirements.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

39

When you click on „Report“ in the active application, you see a window for the selection of the details for your report.


Reporting


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

40

Here you can select the chapters and questions to be analysed and reported , …

…and which details should be included in the report.

The statistical data offered by GOA differs with the individual assessment or survey modules, but the interface for all of them follows the same usability logic.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

41

You can select the conditions under which the analysis should occur. If you select several possible answers within a question, this will be interpreted as an „or“ selection, while answers from different questions will be seen as a an „and“ condition.

In the example above, the filter is set to identify the answers from all of those who think that Innovation Leadership is a important goal of the organisation.

Click here to set filterClick here to set filter

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

42

It is also possible to define different groups of interviewees and compare their averages.For this you can select groupos from different survey versions or define groups in the same survey version based on the different answers they have given to a specific question (answer filter).


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

43

With the „new Group“ button you select the first group and by clicking on the group name you can edit this name any time.


Remark: the groups defined thus are only valid for the current report and will not be saved!

Click here to change name

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

44

A group can consist of of several interviewees (or several versions) that have been marked in the list.

Click here to unmark all files in both

windows

Click here to unmark all files in both

windows

Several answers within the same question are „or“ selections (yes OR more likely yes on innovation leadership), answers from different questions are „and“ selections (innovation AND quality leadership).

It is also possible to define answers from the questionnaire as selection criteria.To do so, you mark in the right part of the selection window the answer you want to use for this (in the example: high scores on both innovation and quality leadership.

Select filter criteriaSelect filter criteriaSelect

candidate(s) Select filter criteria

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

45

The same way you create the next group, e.g. those who prefer other goals that innovation and quality leadership

The mean average of each question will now be generate in report per group and compared in a diagram.The listing will follow the sequence in which the groups have been defined.

0 25 50 75 100

Männer ab 40

Männer bis 40 83%

52%

0% = nein ... 100% = Ja

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

46

In the Export Menu of the GOA Inquiry Moduls you will find the menu point „-> SPSS“.

When you click it, the system will guide you through the next steps.


Export of Data

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

47

You can select which administrative data is to be listed in the first column of the tabulator separated file, in front of the survey results. For this you can define individual headers.For the statistical analysis it might become important to indicate what questions have not been answered by the candidate.

Results of multiple choice questions are shown by listing each possible answer as a separate question with the values „marked/non-marked“.

The identification of „marked/non-marked“ as „1/2“ or „yes/no“ can be defined by the user.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

48

The next step will be the selection of the folder where you want to save the export files.

Once the file is saved you will see the complete path including the file’s name

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

49

spssData contains all exported numerical data in a SPSS compatible, tab-separated format.

spssLegend contains the legend what questions are behind which Question ID and what are the dimensions names of each possible answer.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

50

Export into an MS Excel file is started via the report menu to make use of the wide range of filtering functions available.If this feature is licensed, the report menu will show a button with the Excel symbol.

This export function does not do any statistical analysis but exports the raw data as filtered. For this reason only the tabs „interview version“, „answers“ and „questions“ are relevant to the export.

Other than with SPSS export, the scales for the raw data are included. This increases strongly the readability of the export files, but in the same time decreases some of the statistic analysis possibilities.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

51

As a first selection you will see an excerpt of the Report Window where you can preselect the data you want to report.

Next click on the Excel symbol to start the export.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

52

After you start the export by clicking on the Excel symbol, the structure of the questionnaire is checked and you may be asked for the following details:

This setting causes better readability of each top level chapter of the questionnaire to appear as a separate table. This is also important for very long questionnaires, because Excel only offers 256 columns per table.

A leading table identifies each candidate and shows the answers from the top level in case there are any.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

53

GOA supports a wide spectrum of self-assessment modules, amongst them CAF (Common Assessment Framework), EFQM Excellence Model, ISO 9004 and Project Excellence.

GOA supports a scalable approach for different assessments (from beginner to expert teams), as well as branch specific adaptations (industry, education, etc.)

GOA Assessment

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

54

After starting the EFQM Assessment module you will see the following window. You can use the EFQM scheme at the upper part of the window for navigating through the program.

By clicking on the symbol of the desired criterion you will see all questions belonging to this criterion.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

55

By the colour of a question or chapter you can see if it has already been answered:BLUE = still unanswered

BLACK = already answered

Unanswered questionUnanswered question

Answered questionAnswered question

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

56

The answer possibilities will change automatically according to the EFQM model when changing the criteria.

In the “questionnaire window” you can click on each sub criterion as well as on each detail question.


View the full text of the questionView the full text of the question

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

57

An outstanding feature of GOA EFQM is the option to use interview techniques in order to conduct a „Distributed Pre-Assessment“. This gives the assessor team the possibility to question process owners and receive all necessary data from them. Click on „Distribute Interview“ to send the questions. The program will guide you through the process with an automatic assistant. For details on how to generate questionnaires and interpret the returned answers see chapter „Distribute Questionnaires“

Distribute InterviewDistribute Interview

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

58

All available results will be analysed automatically after the interview in order to set an average value for the sub criteria level.

Depending on the criterion (enabler or results) there will be two or three values for each question which will be added up automatically in the higher levels and which will be projected according to EFQM rules.

Individual Assessment ScalesIndividual Assessment Scales

Calculated Results

Calculated Results

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

59

If you have conducted a „Distributed Pre-Assessment“ with GOA you will see the accumulated results in the ranking scales as an orange mark. This gives you the opportunity to use these results as a guideline.

Survey resultsSurvey results

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

60

Assessors can change the suggested values on the sub criterion level as well as at the item level.

This can be done by changing the values directly in the ranking scale by pushing the blue triangle to the desired value.

Further result RADAR details can be scored with the symbol on the left of the scale.

Push herePush here

Click here for detailed RADAR scoring

Click here for detailed RADAR scoring

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

61

A new window will open where you can assess more detailed attributes of each single topic. You will see a short help text explaining the meaning of the points given according to the RADAR Charts of the EFQM Model.

The average will be calculated automatically and the value will be shown in the main window.

Drag the blue triangle to the desired value

Drag the blue triangle to the desired value

Short explanation about the meaning of the value givenShort explanation about the meaning of the value given

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

62

The values that have been changed in detail will be included in the calculation by clicking on the arrows on the right side of the window.Alternatively GOA will ask you if you want to save the changes when you click on a new assessment question.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

63

With the “Notes” button you can open up a notepad and collect the necessary information for the assessment.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

64

You can load all data that you collected in the Pre-Assessment directly into your Assessment.

This saves the calculated averages from the part criteria levels as a suggestion that then can be changed and corrceted by the assessor.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

65

If the value set by the Assessor differs more than a certain percentage from the results of the Pre-Assessment the program will ask you to comment the difference.If there is such a commented change, you see a mark in the GOA main window and the reasons for the new value can be discussed in the team.This helps the organisation in the consolidation of its scoring.

Pointer for explanation givenPointer for explanation given

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

66

The delta in scoring before asking for a comment by the assessor can be defined individually in the „Extras“ menu.

Define delta valueDefine delta value

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

67

If you activate the “Show Graph” function you will see the Pre-Assessment values when clicking on a certain question.If you click on one of the open questions at the end of each chapter you will see the collected notes and if you click on an item you will see the individual assessments. This can also be used to consolidate several Assessments.

Show GraphsShow Graphs

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

68

Besides the Pre-Assessment data, GOA offers you a graph summarising the nine criteria.

In depth information on the assessment results can be produced via the reporting function.Details on how to use the numerous analysis and reporting functions offered via the report can be found in the tutorial chapters “Analysis” and “Reporting”

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

69

List of weighed suggestions

Balanced Q-Card

The first step is the ranking of the IS. When you are developing your action plan you can include a single process owner or all employees.

The Balanced Q-Card (BQC) is an Add-On module to other GOA modules. With the BQC you can use improvement suggestions (IS) which have been gathered through surveys and assessments for a more detailed analysis.

InterviewsAssessment

Projects

InterviewsAssessment

Projects

Surveydata base

Surveydata base

Weighing of criteria and assessment levels.

GOA Query group Assessment

Internet Server

Assessment Group IS

Suggestions

weighing

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

70

The BQC can not be stated by itself, but as an added feature to any survey or assessment module.


Depending on the BQC version you have licensed you are offered a selection menu or get the improvement suggestions list from the active module immediately.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

71

The automatically loaded improvement suggestions are shown in a list.

You can select and change each of them....

When gathering improvement suggestions please keep in mind that normally, everybody else that is affected by this list will not have the possibility to see the greater context of the suggestion.

All suggestions should be rephrased so that they are self-explanatory.

...with clicking on the suggestion you can move it into the bottom window and change it.

...with clicking on the suggestion you can move it into the bottom window and change it.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

72

In addition to improvement suggestions themselves, the main window informs you of: The origin of the suggestion from surveys and questions How many ratings there are for the suggestion The category selected for each suggestion

Categories can be defined freely and will help sort and cluster big lists of ideas for easier handling.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

73

After having rephrased the suggestion you can add it to the list as a new entry by using the buttons on the bottom of the window.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

74

Another feature of the BQC is that there is the possibility to include new ideas and suggestions directly in the BQC without gathering these from a survey.


The new idea will be added to the catalogue of suggestions by clicking on the „Save“-button. It can be kept there until it is discussed and decided on.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

75

All BQC versions offer the below shown rating window with the scorecard interface.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

76

You can add an Improvement Suggestion (IS) to the assessment field by clicking on it...

...and drag the red triangle in order to give points for each category....and drag the red triangle in order to give points for each category.

The given points can be commented on or you can give further information you think important.The given points can be commented on or you can give further information you think important.

Click here ...Click here ...

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

77

If you want to conduct a team assessment via Inter-/Intranet an assistant will guide you.

Details on this function can be found in the “Distribute Questionnaires” chapter.

Generates an HTML-VersionGenerates an HTML-Version

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

78

With the team assessment via Inter-/Intranet you will see a HTML-Document after clicking on one of the listed IS. In this document there is a separate window where you can rate and comment the IS.

After adding your comments you will send the assessment back to the Web server by clicking on the „Send“ button. After adding your comments you will send the assessment back to the Web server by clicking on the „Send“ button.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

79

Additionally, you can weigh the dimensions in the „Balanced Q-Card Rating“-menu.


Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

80

Separately from the Assessment of the single IS you can adjust global weighings which mirror the policy and strategy of the organisation.

You have the possibility to rename the dimensions according to your company‘s needs and values in the dimension scales.

Weighing of dimensions within scale.Weighing of dimensions within scale.

Use alternative multiplication values.Use alternative multiplication values.

To change dimension names click on dimension and overwrite.

To change dimension names click on dimension and overwrite.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

81

If the IS have been gathered in the context of a self-assessment for example according to the EFQM Model of Excellence or the „Fit for top performance“-concept you can change the weighing of the criteria to your company‘s needs.

Please notice that this does NOT change the results of the self-assessment but affects only the prioritisation of the IS.

Weighing of dimensions within scale.Weighing of dimensions within scale.

Use alternative multiplication values.Use alternative multiplication values.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

82

The automatically generated Top-Ten list allows you to get an initial quick overview of the priorities of the improvement actions.

A click on the cake diagram symbol shows you the details of the priorisation.

An action plan can be designed matching the priorities of the IS.

An action plan can be designed matching the priorities of the IS.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

83

Planning of Improvement Actions

For the planning of improvement activities, the BQC provides an overview of the values VVs for use.

The colours show the status of implementation.The colours show the status of implementation.

Clicking on an action will open the editing mode.Clicking on an action will open the editing mode.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

84

More details, such as the process owner, team members, project members, mile stones, incidents, start and end date, status or comments can be added to each action.

Additional tables allow a content and learning oriented planning and monitoring of the individual actions. The structure for this is based on the validation requirements for „Committed to Excellence“.

Notepad for comments.Notepad for comments.

Start and End date are taken from the calendar.Start and End date are taken from the calendar.

Selection of action details, results or incidents to report

Selection of action details, results or incidents to report

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

85

The BQC offers extensive report functions which can generate MS-Word documents as well as HTML files.

The first overview is offered by the Top Ten List.

Click here to start Report Selection MenuClick here to start Report Selection Menu

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

86

You can choose which details should be displayed and in which depth the calculation of the prioritisation should be shown and visualised

Selction of report detailsSelction of report details

Selection of in-depth of detailsSelection of in-depth of details

Selection of different report formats.Selection of different report formats.

Basics

Starting GOA

GOA Inquiry


Read in Answers

Analysis

Reporting

Export

GOA Assessment

Balanced Q-Card

Improvement Actions

87

Further Information and Details can be found in

the Online-Help Section of the respective Module.

Please close by pressing ESC.

welcome to a short overview of the goa-workbench functions

Documents