Project Charter Template

Keep your team and QI project on track with this handy tool! Assign roles, identify measures, celebrate milestones, keep track of change ideas and avoid common pitfalls such as goal creep. This guiding document is also a great reporting tool to use with your project’s Executive Sponsor.

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5W2H Template

In a QI project, the 5W2H tool is used to help teams identify the key information necessary to fully understand their QI issue and draft a Problem/Opportunity Statement. In Step one of this template, answer the '5W's': Who? What? Where? When? Why? and '2H's': How? and How often? In Step 2, you will use your…
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Fishbone Template

Use this QI tool to brainstorm all of the potential contributing factors of your QI issue. Be sure to involve all of the individuals with knowledge of the issue you are trying to address, including clients/tenants and have team members vote on the factors they feel are most contributing to the problem using a “dot-mocracy”…

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Pareto Chart Analysis (The 80/20 Rule)

Use these tools to determine where to focus your efforts when developing change ideas by identifying the factors that are most responsible for the quality issue in your system. The Pareto Analysis is often used in conjunction with the Fishbone Diagram. Download the Pareto Analysis Excel Template

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Process Map

Use this tool to “walk in your client’s/tenant’s shoes” as they move through your care. This tool is especially helpful for identifying service delays, duplication of efforts and gain a comprehensive understanding of the client/tenant experience. In order to capture all steps in the process you are aiming to improve, be sure to involve all…

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Data Collection Planning Guide

For some “data” is considered the four letter word of quality improvement. Visualizing data can leave those that consider themselves “numbers adverse” having flashbacks to a statistics exam or the last time they had to calculate their mortgage rate. Fortunately when it comes to QI data use does not have to be complicated. Data in…

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Measurement Plan Template

Use this template to record data collected throughout your QI project, including your Outcome, Balancing and process Measures. Be sure to agree on how each of your measures is collected (data frequency guidance), the team member responsible for recording your data and identify a goal/target to measure your success!

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Run Chart Rules Guide

Run Charts are a useful way to tell and communicate your data story to key stakeholders throughout your QI project. Use this guide to interpret your data and determine if your change ideas are resulting in non-random variation (that is, whether or not your change ideas are having an impact on your system) The 4…

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Change Concept List

Stuck for inspiration? Use the Change Concept List as a starting point when developing and planning Change Ideas to address your QI issue!

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