QI Project
Tools & Measures
| Tools and Measures Worksheet | OPTIONAL Overall Measures Results Summary | |||||||||||||||
| Core Intervention & Tool Hyperlink | Measure | Operational Definition | Baseline % or M | Goal % or M | Measures (SCROLL LEFT FOR DEFINITIONS) | Cycle 1 TOCs | Cycle 1 Mean RESULT % or M | Cycle 2 TOCs | Cycle 2 Mean RESULT % or M | Cycle 3 TOCs | Cycle 3 Mean RESULT % or M | Cycle 4 TOCs | Cycle 4 Mean RESULT % or M | Project Total Mean RESULTS % or M | ||
| (Numerator / Denominator or Mean Score) | ||||||||||||||||
| AIM: | AIM | |||||||||||||||
| [Intervention 1 - please rename] | Process: | [ Intervention 1- rename] Process: | Implement ______ | |||||||||||||
| (tool hyperlink) | Outcome: | [ Intervention 1 - rename] Outcome: | ||||||||||||||
| [Intervention 2 - please rename] | Process: | [ Intervention 2- rename] Process: | Implement ______ | |||||||||||||
| (tool hyperlink) | Outcome: | [ Intervention 2 - rename] Outcome: | ||||||||||||||
| Balancing Measure: | Balancing | |||||||||||||||
| *Note: If you have difficulty hyperlinking tools in the above cells or need to place more than one link, you may use footnotes in the table and hyperlink below. |
PDSA 1
| PDSA Cycle 1 | PLAN | DO | STUDY | ACT | ||||
| * Write Test of Change in < 5 words IN RED. The exact test of change should appear in column C, D, and E IN RED | ||||||||
| Core Intervention | TEST OF CHANGE: | LEARNING QUESTION: (What do you hope to learn from this TOC? | PREDICTIONS: (What do you think will happen this cycle? Include the word "because" to get to the "why" of your prediction) | ACTIVE STUDY OF INTERVENTIONS (check boxes when done) | ANALYSIS OF LEARNING: (Use data to describe what you have learned from each part of your active study of interventions.) | SUMMARY OF ANALYSIS: (Be sure to report both quantitative AND qualitivate data analysis. Your summary should succinctly synthesize all learning this cycle. Provide the rationale that supports the new test of change for next cycle.) | ACT: (What will you do next?) | |
| 1 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart: | |||||||
| Analysis of learning from aggregate & summary data (begin stratifying for disparity with learning): | New Test of Change (5 words only): | |||||||
| 2 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart: | |||||||
| Analysis of learning from aggregate & summary data (begin stratifying for disparity with learning): | New Test of Change (5 words only): | |||||||
| PDSA Cycle 1 Field Notes & Team Observations | ||||||||
| *Note: at least 4 field notes per intervention (2-3 each week to correspond with your quantitative data collection points) are required | Date | Notes (include pertinent details, consider linking pictures of team/clinic/interventions) | ||||||
| Intervention 1 | ||||||||
| Intervention 2 | ||||||||
Update Tools & Measures tab (to reflect and highlight changes related to the TOC this cycle)
Plot all six measures data (2 process, 2 outcome, aim and balancing) on run charts.
Aggregate data into data-point and cycle means (or median, as determined by data type) in exported Google sheet.
Summarize data for each intervention in summary data tables (for each intervention, aim, and balancing).
Flip to the next PDSA tab and create your new plan
Collect QUALITATIVE DATA. Complete field notes (below) for each intervention
Update Core Interventions TOC table
Collect QUANTITATIVE DATA. Input all data into Google forms.
PDSA 2
| PDSA Cycle 2 | PLAN | DO | STUDY | ACT | ||||
| * Write Test of Change in < 5 words IN RED. The exact test of change should appear in column C, D, and E IN RED | ||||||||
| Core Intervention | TEST OF CHANGE: | LEARNING QUESTION: (What do you hope to learn from this TOC? | PREDICTIONS: (What do you think will happen this cycle? Include the word "because" to get to the "why" of your prediction) | ACTIVE STUDY OF INTERVENTIONS (check boxes when done) | ANALYSIS OF LEARNING: (Use data to describe what you have learned from each part of your active study of interventions.) | SUMMARY OF ANALYSIS: (Be sure to report both quantitative AND qualitivate data analysis. Your summary should succinctly synthesize all learning this cycle. Provide the rationale that supports the new test of change for next cycle.) | ACT: (What will you do next?) | |
| 1 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (begin applying run chart interpretation rules): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | New Test of Change (5 words only): | |||||||
| 2 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (begin applying run chart interpretation rules): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | New Test of Change (5 words only): | |||||||
| PDSA Cycle 2 Field Notes & Team Observations | ||||||||
| *Note: at least 4 field notes per intervention (2-3 each week to correspond with your quantitative data collection points) are required | Date | Notes (include pertinent details, consider linking pictures of team/clinic/interventions) | ||||||
| Intervention 1 | ||||||||
| Intervention 2 | ||||||||
Update Tools & Measures tab (to reflect and highlight changes related to the TOC this cycle)
Plot all six measures data (2 process, 2 outcome, aim and balancing) on run charts.
Aggregate data into data-point and cycle means (or median, as determined by data type) in exported Google sheet.
Summarize data for each intervention in summary data tables (for each intervention, aim, and balancing).
Flip to the next PDSA tab and create your new plan
Collect QUALITATIVE DATA. Complete field notes (below) for each intervention
Update Core Interventions TOC table
Collect QUANTITATIVE DATA. Input all data into Google forms.
PDSA 3
| PDSA Cycle 3 | PLAN | DO | STUDY | ACT | ||||
| * Write Test of Change in < 5 words IN RED. The exact test of change should appear in column C, D, and E IN RED | ||||||||
| Core Intervention | TEST OF CHANGE: | LEARNING QUESTION: (What do you hope to learn from this TOC? | PREDICTIONS: (What do you think will happen this cycle? Include the word "because" to get to the "why" of your prediction) | ACTIVE STUDY OF INTERVENTIONS (check boxes when done) | ANALYSIS OF LEARNING: (Use data to describe what you have learned from each part of your active study of interventions.) | SUMMARY OF ANALYSIS: (Be sure to report both quantitative AND qualitivate data analysis. Your summary should succinctly synthesize all learning this cycle. Provide the rationale that supports the new test of change for next cycle.) | ACT: (What will you do next?) | |
| 1 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (MUST include run chart interpretation with learning): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | New Test of Change (5 words only): | |||||||
| 2 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (MUST include run chart interpretation with learning): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | New Test of Change (5 words only): | |||||||
| PDSA Cycle 3 Field Notes & Team Observations | ||||||||
| *Note: at least 4 field notes per intervention (2-3 each week to correspond with your quantitative data collection points) are required | Date | Notes (include pertinent details, consider linking pictures of team/clinic/interventions) | ||||||
| Intervention 1 | ||||||||
| Intervention 2 | ||||||||
Update Tools & Measures tab (to reflect and highlight changes related to the TOC this cycle)
Plot all six measures data (2 process, 2 outcome, aim and balancing) on run charts.
Aggregate data into data-point and cycle means (or median, as determined by data type) in exported Google sheet.
Summarize data for each intervention in summary data tables (for each intervention, aim, and balancing).
Flip to the next PDSA tab and create your new plan
Collect QUALITATIVE DATA. Complete field notes (below) for each intervention
Update Core Interventions TOC table
Collect QUANTITATIVE DATA. Input all data into Google forms.
PDSA 4
| PDSA Cycle 4 | PLAN | DO | STUDY | ACT | ||||
| * Write Test of Change in < 5 words IN RED. The exact test of change should appear in column C, D, and E IN RED | ||||||||
| Core Intervention | TEST OF CHANGE: | LEARNING QUESTION: (What do you hope to learn from this TOC? | PREDICTIONS: (What do you think will happen this cycle? Include the word "because" to get to the "why" of your prediction) | ACTIVE STUDY OF INTERVENTIONS (check boxes when done) | ANALYSIS OF LEARNING: (Use data to describe what you have learned from each part of your active study of interventions.) | SUMMARY OF ANALYSIS: (Be sure to report both quantitative AND qualitivate data analysis. Your summary should succinctly synthesize all learning this cycle. Provide the rationale that supports the new test of change for next cycle.) | ACT: (What will you do next?) | |
| 1 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (MUST include run chart interpretation with learning): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | Brief Sustainability Plan: | |||||||
| 2 | (Place name of intervention here, NOT name of tool) | Positive Prediction: | Analysis of learning from predictions (positive & negative): | Summary of Analysis: | Literature (provide permalink and brief summary of how literature supports the next test of change. | |||
| Analysis of learning from field notes & team: | ||||||||
| Negative Prediction: | Analysis of learning from run chart (MUST include run chart interpretation with learning): | |||||||
| Analysis of learning from aggregate & summary data (MUST include statement of data stratification for disparity with learning): | Brief Sustainability Plan: | |||||||
| PDSA Cycle 4 Field Notes & Team Observations | ||||||||
| *Note: at least 4 field notes per intervention (2-3 each week to correspond with your quantitative data collection points) are required | Date | Notes (include pertinent details, consider linking pictures of team/clinic/interventions) | ||||||
| Intervention 1 | ||||||||
| Intervention 2 | ||||||||
Update Tools & Measures tab (to reflect and highlight changes related to the TOC this cycle)
Plot all six measures data (2 process, 2 outcome, aim and balancing) on run charts.
Aggregate data into data-point and cycle means (or median, as determined by data type) in exported Google sheet.
Summarize data for each intervention in summary data tables (for each intervention, aim, and balancing).
Flip to the next PDSA tab and create your new plan
Collect QUALITATIVE DATA. Complete field notes (below) for each intervention
Update Core Interventions TOC table
Collect QUANTITATIVE DATA. Input all data into Google forms.
Core Interventions TOC Table
| Core Interventions Tests of Change Table | |||||
| *Insert succinct (approx 5 word) summary of your TOC for each cycle. This should be same wording as Column C of PDSA tab | |||||
| Core Intervention | PDSA Cycle 1 | PDSA Cycle 2 | PDSA Cycle 3 | PDSA Cycle 4 | |
| [Intervention 1 - please rename] | Example: Implement PHQ-9 screening tool | Example: Medical Assistant collects and scores tool | |||
| [Intervention 2 - please rename] | |||||
Aim Run Chart
| Aim Run Chart | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
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&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Example: training new team member
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Add intervention details here and drag to corresponding data point on graph.
Aim Data Table
| Aim Summary Data Table | |||||||||
| *Create a data collection table for your Aim measure. If you have a composite Aim, you will need columns to reflect each part of your measure. Please edit the example as needed to fit your project. (If you have a single factor Aim, use the second table to the right.) | |||||||||
| Note: Some project Aim measures are collected and plotted at the same frequency as other measures (every 2-3 days); others are collected and plotted weekly. | |||||||||
| ** Use this table for composite aims (mean formula pre-populated) | ** Use this table for single metric means | ||||||||
| Aim: [Insert Opertational Definition Here] | Aim: [Insert Opertational Definition Here] | ||||||||
| Date | Indicator 1 [edit] | Indicator 2 [edit] | Value [edit] | Date | Value [edit] | ||||
| Baseline 1 | ERROR:#DIV/0! | Baseline 1 | |||||||
| Baseline 2 | ERROR:#DIV/0! | Baseline 2 | |||||||
| Baseline 3 | ERROR:#DIV/0! | Baseline 3 | |||||||
| Baseline Mean | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | Baseline Mean | ERROR:#DIV/0! | ||||
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| Cycle 4 Mean | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | Cycle 4 Mean | ERROR:#DIV/0! | ||||
| Project Mean | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | Project Mean | ERROR:#DIV/0! |
1-Process Run Chart
| Intervention 1 Process Run Chart | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
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&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Example: training new team member
1-Outcome Run Chart
| Intervention 1 Outcome Run Chart | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | X | |||
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&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Example: training new team member
1-Data Tables
| Intervention 1 Data Tables | ||||||||||||||||
| #1 | Insert link to Google Form results here: | |||||||||||||||
| Collaborator Link to Google Form: | Insert link here | |||||||||||||||
| Link to your results sheet: | Insert link here | |||||||||||||||
| #2 | Choose one data table that best fits your data set. Delete the remaining tables. Click on the link for further data table instructions | Instructions Link | ||||||||||||||
| Please note: Below are three summary EXAMPLE tables with both process measures and outcome measures reflected. Look at your data closely and consider which table is appropriate for your intervention. Students often need to combine elements of two tables to adequately display their data. Please modify these tables for your project and delete those not used. | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Scored Tool Indicators (Ex: PHQ) | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| Q1 [Replace with shortened question prompt] | ||||||||||||||||
| Q2 | ||||||||||||||||
| Q3 | ||||||||||||||||
| Q4 | ||||||||||||||||
| Q5 | ||||||||||||||||
| Q6 | ||||||||||||||||
| Q7 | ||||||||||||||||
| Q8 | ||||||||||||||||
| Q9 | ||||||||||||||||
| Overall Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Intervention Indicators (Ex: Chart Audit or Checklist) | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | N | % | n | N | % | n | N | % | n | N | % | n | N | % | ||
| [Indicator 1] | ||||||||||||||||
| [Indicator 2] | ||||||||||||||||
| [Indicator 3] | ||||||||||||||||
| [Indicator 4] | ||||||||||||||||
| [Indicator 5] | ||||||||||||||||
| [Indicator 6] | ||||||||||||||||
| Total Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| *NOTE: Some projects with scored checklists/tools may have varying N-values by indicator. If this applies to your project, please report each value as n/N. | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| Survey Response Rate | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Survey Questions (Ex: SURE Test) | ` | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| Q1 [Replace with Question Prompt] | ||||||||||||||||
| Q2 | ||||||||||||||||
| Q3 | ||||||||||||||||
| Overall Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| ` |
2-Process Run Chart
| Intervention 2 Process Run Chart | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | X | |||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A |
&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Example: training new team member
2-Outcome Run Chart
| Intervention 2 Outcome Run Chart | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | X | |||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A |
&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Example: training new team member
2-Data Tables
| Intervention 2 Data Tables | ||||||||||||||||
| #1 | Insert link to Google Form results here: | |||||||||||||||
| Collaborator Link to Google Form: | Insert link here | |||||||||||||||
| Link to your results sheet: | Insert link here | |||||||||||||||
| #2 | Choose one data table that best fits your data set. Delete the remaining tables. Click on the link for further data table instructions | Instructions Link | ||||||||||||||
| Please note: Below are three summary EXAMPLE tables with both process measures and outcome measures reflected. Look at your data closely and consider which table is appropriate for your intervention. Students often need to combine elements of two tables to adequately display their data. Please modify these tables for your project and delete those not used. | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Scored Tool Indicators (Ex: PHQ) | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| Q1 [Replace with shortened question prompt] | ||||||||||||||||
| Q2 | ||||||||||||||||
| Q3 | ||||||||||||||||
| Q4 | ||||||||||||||||
| Q5 | ||||||||||||||||
| Q6 | ||||||||||||||||
| Q7 | ||||||||||||||||
| Q8 | ||||||||||||||||
| Q9 | ||||||||||||||||
| Overall Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Intervention Indicators (Ex: Chart Audit or Checklist) | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | N | % | n | N | % | n | N | % | n | N | % | n | N | % | ||
| [Indicator 1] | ||||||||||||||||
| [Indicator 2] | ||||||||||||||||
| [Indicator 3] | ||||||||||||||||
| [Indicator 4] | ||||||||||||||||
| [Indicator 5] | ||||||||||||||||
| [Indicator 6] | ||||||||||||||||
| Total Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| *NOTE: Some projects with scored checklists/tools may have varying N-values by indicator. If this applies to your project, please report each value as n/N. | ||||||||||||||||
| Title: | ||||||||||||||||
| Process Measure & Demographics | PDSA 1 | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| n | % | n | % | n | % | n | % | n | % | |||||||
| Process Measure (Tool Utilization) | ||||||||||||||||
| Survey Response Rate | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| [demographics here] | ||||||||||||||||
| Outcome Measure - Survey Questions (Ex: SURE Test) | ` | PDSA 2 | PDSA 3 | PDSA 4 | Total | |||||||||||
| N= | N= | N= | N= | N= | ||||||||||||
| Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | Mean | Median | Range | ||
| Q1 [Replace with Question Prompt] | ||||||||||||||||
| Q2 | ||||||||||||||||
| Q3 | ||||||||||||||||
| Overall Score | ||||||||||||||||
| Outcome Measure | ||||||||||||||||
| ` |
Balancing Run Chart
| Run Chart Template | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label (operational definition) | ||||
| X Axis Label | Date | ||||
| Date / Observation | Value | Median - DO NOT EDIT! | Goal | End Median | |
| Baseline | ERROR:#NUM! | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | X | |||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A | ||||
| ERROR:#NUM! | ERROR:#N/A |
&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleBaseline Values 0 0 0 0 0 Median #N/A #N/A #N/A #N/A Goal
Graph Title
Values Baseline Median Baseline 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Goal Baseline #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
training new team member
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Add intervention details here and drag to corresponding data point on graph.
Annotations should be 5 words or less
Example: training new team member
Balancing Data Table
| Balancing Summary Data Table | |||||
| *Create a data collection table for your Balancing measure. Please edit the example as needed to fit your project. Occasionally, students will attach a separate aggregate sheet to this table, but most often the balancing measure will be gathered and aggregated directly in this summary table. | |||||
| Note: Some project balancing measures are collected weekly (or more often), others once per cycle. | |||||
| Balancing Measure: [Insert Opertational Definition Here] | ` | ||||
| Date | Value [edit] | ||||
| Baseline | |||||
| (Would your project benefit from additional balancing measure baselines?) | |||||
| Baseline Mean | ERROR:#DIV/0! | ||||
| Cycle 1 Mean | ERROR:#DIV/0! | ||||
| Cycle 2 Mean | ERROR:#DIV/0! | ||||
| Cycle 3 Mean | ERROR:#DIV/0! | ||||
| ` | |||||
| Cycle 4 Mean | ERROR:#DIV/0! | ||||
| Project Mean | ERROR:#DIV/0! | ||||
Run Chart Interpretation Basics
| RUN CHART INTERPRETATION: Quick Reference Guide | |||||||||||||
| For full run chart interpretation guidance, see the PC743 course module and Ogrinc Chapter 6. | |||||||||||||
| Figures and Tables included from Perla, Provost & Murray (2011). | |||||||||||||
| Perla, R. J., Provost, L. P., & Murray, S. K. (2011). The run chart: A simple analytical tool for learning from variation in healthcare processes. BMJ Quality & Safety, 20(1), 46. doi:https://doi.org/10.1136/bmjqs.2009.037895 | |||||||||||||
| Figure 3 (Perla et al., 2011, pg 50) | |||||||||||||
| FNU PC743 Optional Run Chart Analysis Tool | |||||||||||||
| Editable link here: | https://docs.google.com/document/d/1aM4NsDj-k4PLaxioyRA3IGxi0pqUi90P/copy | ||||||||||||
| Table 1 (Perla et al., 2011, pg 49) | |||||||||||||
Original Run Chart
| Run Chart Template | |||||
| Developed by Richard Scoville, PhD. ([email protected]) | |||||
| Graph Label | Graph Title | ||||
| Y Axis Label | Y Axis Label | ||||
| X Axis Label | X Axis Label | ||||
| Date / Observation | Value | Median | Goal | End Median | |
| 1 | 10 | 10 | 11 | ||
| 2 | 12 | 10 | 11 | ||
| 3 | 8 | 10 | 11 | ||
| 4 | 13 | 10 | 11 | ||
| 5 | 9 | 10 | 11 | X | |
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 | ||||
| 10 | 11 |
&F!&A &D &T • Page &P of &N
Enter dates or observation numbers into the green cells at right. (clear the sample data before you begin) Enter your data values into the blue cells. Goal values are optional. Don't leave any blank cells in the Date/Observation column. Enter an 'X' into the End Median column to mark the last row to be included in the median Enter your graph title, x axis, and y axis label into the cells provided. Use the boxes below the graph to annotate where interventions were introduced. Drag the box to the data point on the graph. (Note: This may require some formatting adjustments.) Use regular Excel commands to configure the graph. See sheet 'Rules for Interpreting Charts' for information about interpreting charts
Graph TitleValues 1 2 3 4 5 10 12 8 13 9 Median 10 10 10 10 10 Goal 11 11 11 11 11
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.
Add intervention details here and drag to corresponding data point on graph.