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Enterprise Excellence Assessments and Transformation Roadmaps

Are you working too hard, and want to move forward at a faster speed?


Organisations cannot stand still, they need to continually improve what they do. Strategies need to be progressive and dynamic, in order to keep pace with today’s ever changing market forces and consumer demands. The challenge is to remain focussed, and fully understand your current capabilities whilst building towards your future strategic needs.

Our four step maturity assessment and transformation roadmap is designed to work with you to develop and execute an improvement programme that keeps you ahead of the competition, and continually satisfy your customer needs, whilst delivering bottom line benefits.

We have combined the extensive knowledge of our consulting team, with latest academic thinking to produce a framework capable of delivering assessments and transformation in every sector and every style of organisation.

Our assessment and roadmap product will enable you to identify the things that matter most by finding out what matters most and focusing on their delivery with timeframes that impact most.

To find out we can work together follow the links below, diagnose your organisation by using our free self-assessment.

Why conduct an Enterprise Excellence Assessment?

The Enterprise Excellence Assessment provides insights on the current maturity of your organisation by benchmarking against recognised Enterprise Excellence principles and practices. We use the assessment insights to develop and execute an implementation programme to deliver sustainable customer results for your organisation.

What do we assess?

Our assessments look into key enterprise excellence systems that businesses should strive to be mature in to become a world-class organisation, and/or achieve the much-coveted Shingo Prize of Operational Excellence. The systems assessed are part of the 3 proportionate section of the Enterprise Excellence Model:

PURPOSE – Assessing and improving the essential strategic systems required to be deployed across the business.

PROCESS – Assessing and improving ‘your’ core and enabling processes required to operate effectively.

PEOPLE – Assessing and improving the impact of behaviour and dialogue required to create an improvement culture.

enterprise excellence model

How do we assess maturity?

The other intersections and centre circle of the Enterprise Excellence model is what we use as criteria to assess the maturity of each system:

ALIGN – Assessing if objectives and standards exist are fully aligned to strategic needs and are adhered-to with discipline at every level.

ENGAGE – Assessing if all relative stakeholders fully understand why “we need to do this”, what their roles are, and are people fully supported and coached.

RESULTS – Assessing if there is a comprehensive set of system goals in place with expectations frequently exceeded and goals stretched by the teams.

IMPROVE – Assessing if the system is systematically reviewed at business and team level for effectiveness with governance plans owned and completed.

Developing your Roadmap

  • On completion of a maturity Assessment it is critical that a detailed implementation roadmap is created coupled with a governance structure to deliver changes within desired timeframes.
  • This will enable the organisation to fully understand how its systems, processes and tasks, need to be developed and integrated.
  • To support the delivery of these functional features, leadership skills and the ability to improve at each all levels are essential for sustainable success.
  • Our implementation model helps us understand these interactions and structure your improvement Journey.
  • The process can be further supported by our Enterprise Excellence Masterclass, Signature System Consulting Offers, Digital Transformation Capability and Accredited training programmes.

What can you achieve?

The Enterprise Excellence model has been continuously developing over a number of years and has both academic rigour and results-based proven practice from a variety of business sectors. The assessment conducted by a licenced facilitator is aligned to The Shingo Model of Enterprise Excellence and can act as a benchmark if the business is looking to pursue a Shingo Award in the future.

STEP 1 | Business Alignment and Planning


WHY is this important?​

  • To ensure there is understanding of what Enterprise Excellence is and how it aligns with the business strategy.​

WHAT will be the outcome?​

  • An agreed scope and high level plan for conducting an effective Enterprise Excellence Assessment to the relevant areas/functions of the Site​
  • ​A detailed daily / hourly agenda of interviewees that need to take place including Management Team Kick-off and Roadmap Sessions​

HOW is it conducted?​

  • An on-site session with the Site Leadership to align on the Road-mapping Process in line with the business strategy and future business KPI targets​
  • Preferably, this will be a face-to-face visit, however, this can be completed remotely

STEP 2 | Conducting the Assessment


WHY is this important?

  • To gain an insightful, in-depth understanding of the current strengths and weaknesses of the business.


WHAT will be the outcome?

  • A graphical measure of maturity supported by a detailed findings report covering; purpose, process and  people with a set of potential recommendations for improvement.


HOW is it conducted?

  • This is conducted by a series of workplace visits to better understand the process and to talk with a number of representative Team members, individually or in small groups
  • This is a Physical visit by the External Assessor

STEP 3 | Creating the Roadmap


WHY is this important?​

  • To convert the assessment findings into key insights, aligning the findings with the business strategy, and agreeing the improvement roadmap.


WHAT will be the outcome?​

  • A clear roadmap and masterplan for the  improvement activities that have been agreed by the leadership team each with targeted improvement maturity scores.


HOW is it conducted?​

  • Collaborative workshop to discuss findings and a facilitated process to help select and prioritize the strategically important key themes. 
  • Preferably, this will be a face-to-face visit, however, this can be completed remotely

STEP 4 | Managing the Implementation


WHY is this important?​

  • To provide clarity of goals and milestones with agreed owners, and a joint approach to track and manage the activities.

WHAT will be the outcome?​

  • A set of project charters with SMART goals, roles, measures, and plan.
  • Agreed governance structure which has planned regular reviews and ia method to visually manage progress and measurable results

HOW is it conducted,  ​

  • Facilitated workshop to draft project charters for each of the themes and agree the program management approach. 
  • Preferably face-to-face visit – Could be done remotely


gary griffiths

Gary Griffiths

Simon Grogan

image of alex everitt

Alex Everitt

Garry Corbet

Jim Mikulski

Phil Spooner

Richard Young

cogent logo

“I became convinced that the holistic approach to Enterprise Excellence S A Partners have developed was the concept that I had sought. Having worked with their experienced team and seen the great successes that we have achieved at Cogent Power, I am even more convinced that this is the way that any business should follow on their journey to excellence.”

Marcel Schabos, CEO, Cogent Power

 Leadership Skills & Training

Leadership Skills & Training

Find out how we can support your Leadership & Continuous Improvement Programmes.

Systems Consulting

Systems Consulting

Supporting your organisation to achieve Enterprise Excellence.

Latest Resources

Latest Resources

S A Partners continues to invest in industry research to support our customers.

Events & Workshops

Events & Workshops

Supporting your learning Journey - delivering workshops and Shingo Prize guidance