(14) QI Step by Step Guide - 11
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Date
Dec 6, 2023
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1
This document was adapted from information from the Institute for Healthcare Improvement, NC Center for Public
Health Quality, NC Charlotte Area Health Education Center, and NC State University Industrial Extension Service.
GETTING STARTED
Select a QI Project
Assemble a QI Team
What changes can we make
that will result in an
improvement?
IDEAS
THE MODEL FOR IMPROVEMENT
(The QI Roadmap)
What are we trying to accomplish?
AIM
How will we know that our changes
are an improvement?
MEASURES
TEST
ideas with
P
lan-
D
o-
S
tudy-
A
ct
cycles for learning
& improvement
SPREAD and SUSTAIN
change ideas
that are successful
STEP BY STEP GUIDE TO IMPLEMENT QUALITY IMPROVEMENT
SELECT A QI PROJECT
Choosing the right project is important. If the project is the first for your agency it is important to choose
one that will be successful and produce results that gain buy-in from others in the organization. (It does
not have to be a large project; sometimes smaller projects that produce results have a great impact.)
Given the current budget constraints, one recommendation is to choose a project that focuses on
improving efficiency within your agency.
When choosing a project, consider the following:
Where are the gaps between what you desire and your actual performance?
(Conduct a
Gemba Walk to gather ideas, review your community health assessment, accreditation
results, financial performance, and client/staff satisfaction surveys for ideas.)
Does the project have a strategic connection for your agency?
What areas do front line staff and clients think needs improving?
Can the project be done on a small scale and show results within 3 months?
Consider implementing projects that will produce “early wins”.
How confident are you the
project can completed successfully? (Consider the leadership support from top to bottom for
the project as well as fiscal resources)
Consider the “Wow! Factor”.
Is it an area that desperately needs improvement? , Will
showing improvements in this area gain buy-in from staff to do future QI projects?
What is the resistance level from staff/managers/leaders?
(Choose an initial project that has
low resistance.)
ASSEMBLE A QI TEAM
Selecting the right team is important for successful implementation of your QI project.
It is much easier
to embrace change when you are involved in helping fix the problem rather than being told how to fix it.
Choose your team members based on their knowledge of, and involvement in, the processes that will be
affected by your selected improvement project.
We recommend a core team of 4-8 individuals, though
you may need additional "ad-hoc" team members to contribute at times.
Team selection should be
linked to your QI project.
Try to create a diverse (age, gender, race etc.) and multi-discipline team.
As
you assemble your team, consider including members who can serve in the following capacities (Note: A
team member sometimes may play more than one role):
A QI Team Leader
is an individual with enough clout to help implement new changes and
the authority to allocate the time and resources necessary to achieve the team’s aim.
It is
important that this person have influence over areas that are affected by the change.
Examples of a QI Team Leader may
include: Director of Nursing, Nursing Manager, Middle
Manager, or WIC Director.
The QI Expert may
have familiarity with QI methods and understands the processes and
procedures that are the focus of improvement efforts. This individual has a good working
relationship with colleagues, can “get things done,” and knows who to consult with when
additional support or clinical/technical information is needed to guide the improvement
efforts. Examples of QI Experts
may include: Quality Improvement/Quality Assurance
Coordinator or Nurse Manager for Quality.
Local Experts
are “front-line” staff whose daily work occurs in the area that is the focus of
the improvement.
They have a thorough understanding of the processes and procedures
and ideas about how to change them.
They will benefit directly from changes and are able
to understand the effects of proposed changes and have the desire and ability to drive the
2
This document was adapted from information from the Institute for Healthcare Improvement, NC Center for Public
Health Quality, NC Charlotte Area Health Education Center, and NC State University Industrial Extension Service.
improvement project on a daily basis. Local Experts can be front-line staff or agency
employees who know the process best and can identify solutions to fix the problem.
Be sure
to include local experts from all disciplines/roles involved in the process (e.g., Local experts
for a clinical project may be clinical providers, nurses, technicians, and clerical staff)
Outside Perspective
is an individual who is not directly involved in the process and can
provide a “fresh pair of eyes” to the process.
They often ask the “why is it done that way?”
questions and often suggest innovative changes to improve the process.
This individual
should not be timid to speak up and ask the “why?” questions.
QI Project Manager is
usually the QI Team Leader or Local Expert who provides organization
and management for the project.
Specifically they are detail oriented and the driver behind
the project.
They help the team stay on track by developing timelines,
monitoring progress
on the project tasks, and facilitate team meetings.
DEVELOP AN AIM STATEMENT
(
Answers the question:
What are we trying to accomplish?)
How many times have you been part of a project that lacks direction?
Lack of direction and scope can
lead to wasted resources, frustration, and even project failure.
An aim statement acts as your compass
to guide and focus your team’s efforts.
It is an explicit statement of the desired outcome of your
improvement project.
It is
S
pecific,
M
easureable,
A
chievable,
R
elevant, and
T
ime bound.
A good aim statement includes the following components:
What
are we trying to accomplish?
o
Identify the problem that you need to fix and identify the overall goal of your project
(i.e. your long term outcome)
o
Use words like improve, reduce, and increase
Why
is it important?
o
This should answer the questions “so what?” or “why bother doing this project?”
Who
is the specific target population?
o
Who or what area is the project focused on?
When
will this be completed?
o
Include a specific timeframe for completing the improvements (i.e., month , day, and
year)
How
will this be carried out?
o
It is NOT a specific list of tasks/strategies you will do, instead what methods you will use
at a high level (i.e. Lean methodology, Bright Futures toolkit, etc.)
What
are our measurable goals?
o
What are some short term outcome and process goals that will help you know that you
have achieved your overall project aim?
(i.e. Reduce wait time for child health clinic
from 2 hours to 45 minutes, Increase customer satisfaction scores from 50% to 85% etc.)
o
Include 4-6 goals
o
The goals are similar to SMART objectives--remember you want to have ‘stretch’ goals
(e.g. if your baseline data for wait time in a child health clinic is 50 minutes you would
not
want to make your goal 40 minutes, because your team would not have to “stretch”
to meet that goal.)
Once your team has developed an aim statement, it is important to review it with your agency
leadership health director, management team and other senior managers to ensure everyone is in
3
This document was adapted from information from the Institute for Healthcare Improvement, NC Center for Public
Health Quality, NC Charlotte Area Health Education Center, and NC State University Industrial Extension Service.
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