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Performing the Self-Assessment

Purpose of Self-Assessment

The SNOMED CT Implementation Maturity Framework (IMF) can be used independently of the interactive assessment tool to support structured, collaborative evaluation of implementation maturity.

This approach is particularly useful for:

  • Facilitated workshops

  • Strategic planning sessions

  • Cross-functional reviews

  • Early-stage assessments prior to formal scoring

A manual self-assessment enables organizations to build a shared understanding of their current state, validate assumptions, and identify improvement priorities.

Conducting a self-assessment involves five key steps:

  1. Preparation

  2. Scoring Individual Questions

  3. Calculating KPA Scores

  4. Determining Domain and Overall Maturity

Each step is described below.

1
  • Stakeholder type (Member, User Organization, or Vendor)

  • Organizational boundary (national, regional, or local)

  • Systems or products included

Include representatives from:

  • Conduct assessments collaboratively rather than individually

  • Document assumptions and rationale for each score

  • Repeat assessments periodically (e.g., annually)

  • Compare results over time to track progress

Manual self-assessment:

  • May be subjective without supporting evidence

  • Can vary depending on participant perspectives

  • Does not automatically generate reports or benchmarking

Interpreting Results and Identifying Actions
  • Clinical leadership

  • Technical/IT teams

  • Terminology specialists

  • Data/analytics teams

  • Governance or strategy roles

  • A multidisciplinary group ensures balanced and accurate scoring.

    Where possible, collect documentation to inform scoring:

    • Policies and governance documents

    • System architecture and integration details

    • Training materials

    • Usage reports and analytics

    • Interoperability specifications

    2

    Scoring Individual Questions

    Each question within a Key Process Area (KPA) includes a set of answer options mapped to a score (typically ranging from 0 to 100). Questions are usually presented with a six-option response scale, and scores from 0 to 100 are progressively assigned across options 0 to 5. The progression between response options is not uniform; instead, different values were assigned by the authors based on their assessment of the maturity level represented by each option.

    How to Score

    • Review the question and its context carefully

    • Select the option that best reflects your current state

    • Assign the corresponding numerical score

    • Be evidence based: Avoid aspirational scoring

    • Score current state only: Not planned or future capabilities

    • Use consensus: Discuss differences and agree as a group

    • Be consistent: Apply the same interpretation across all KPAs

    If your organization sits between two options, select the lower score unless there is strong evidence to justify the higher level.

    3

    Calculating KPA Scores

    Each KPA contains multiple questions.

    Method

    • Sum the scores for all questions within the KPA

    • Divide by the number of questions

    Formula:

    KPA Score = (Sum of Question Scores) Γ· (Number of Questions)

    Example

    If a KPA has 4 questions scored:

    • 50, 75, 50, 25

    KPA Score = (50 + 75 + 50 + 25) Γ· 4 = 50

    4

    Determining Domain and Overall Maturity

    Domain Scores

    Each domain consists of one or more KPAs.

    • Calculate the average of all KPA scores within the domain

    Domain Score = (Sum of KPA Scores) Γ· (Number of KPAs)

    Mapping Scores to Maturity Levels

    Use the following ranges to determine maturity level:

    Score Range
    Maturity Level

    Two approaches may be used:

    1. Weakest Domain Approach (Recommended for decision-making)

    • Overall maturity = lowest domain level

    • Ensures balanced capability across all areas

    2. Average Score Approach (Recommended for tracking progress)

    • Overall score = average of all domain scores

    • Provides a general view of maturity progression

    Both perspectives should be considered together.

    5

    Interpreting Results

    Identify Strengths and Gaps

    • Highlight domains with higher maturity (strengths)

    • Identify domains with lower scores (priority gaps)

    Assess Balance Across Domains

    Maturity should be relatively balanced. Significant variation between domains may indicate:

    • Over-investment in technology without adoption

    • Strong governance without implementation

    • Adoption without interoperability

    Focus on:

    • Low-scoring domains

    • KPAs with the greatest impact on interoperability and data quality

    • Areas that enable progress across multiple domains

    Set realistic goals:

    • Short-term: Improve by one level in priority domains

    • Medium-term: Achieve balanced Level 3 or Level 4 maturity

    • Long-term: Progress toward Level 5 optimization

    Use results to inform strategic planning and investment decisions

    Assessment Process

    Preparation

    Define Scope

    Assemble the Assessment Team

    Good Practice for Self-Assessment

    Limitations of Self-Assessment

    Provide Feedback

    Gather Supporting Evidence

    0

    Level 0 – None

    1–20

    Level 1 – Basic

    21–40

    Level 2 – Emerging

    41–60

    Level 3 – Advanced

    61–80

    Scoring Principles

    Overall Maturity

    Prioritize Improvement Areas

    Define Target Maturity

    Level 4 – Integrated

    81–100

    Level 5 – Optimizing