Qi Project Tracking Sheet printable pdf download

QI Project Tracking Sheet

Title:

Project Dates:

through

Steps of PDSA

Approach

Key Elements

Notes

Identify area, problem, or opportunity for improvement

Step 1

Estimate and commit needed resources

Getting Started

Obtain approval (if needed) to conduct QI

Identify and assemble team members (including customers

and/or stakeholders)

Discuss problem or opportunity for improvement

Identify team member roles & responsibilities

Step 2

Establish initial timeline for improvement activity and

Assemble the

schedule regular team meetings

Team

Develop Aim Statement

− What are we trying to accomplish?

− How will we know that a change is an improvement?

− What change can we make that will result in

improvement?

Examine the current approach or process flow

Obtain existing baseline data, or create and execute data

Step 3

collection plan to understand the current approach

Examine the

Obtain input from customers and/or stakeholders

Current

Analyze and display baseline data

Approach

Determine root cause(s) of problem

Revise Aim Statement based on baseline data as needed

Identify all potential solutions to the problem based on the

Step 4

root cause(s)

Identify

Review model or best practices to identify potential

Potential

improvements

Solutions

Pick the best solution (the one most likely to accomplish

your Aim Statement)

Develop a theory for improvement

− What is your prediction?

Step 5

Develop an

− Use an “If . . . . Then” approach

Improvement

Develop a strategy to test the theory

Theory

− What will be tested? How? When?

− Who needs to know about the test?

Carry out the test on a small scale

Step 6

Collect, chart, and display data to determine effectiveness

Test the Theory

of the test

Qi Project Tracking Sheet

Related Articles

Related Categories