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FALL2023-PC743ImplementationWorkbook1.xlsx

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
ERROR:#NUM! ERROR:#N/A
ERROR:#NUM! ERROR:#N/A
ERROR:#NUM! ERROR:#N/A X
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 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

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!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
Cycle 1 Mean ERROR:#DIV/0! ERROR:#DIV/0! ERROR:#DIV/0! Cycle 1 Mean ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
Cycle 2 Mean ERROR:#DIV/0! ERROR:#DIV/0! ERROR:#DIV/0! Cycle 2 Mean ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
Cycle 3 Mean ERROR:#DIV/0! ERROR:#DIV/0! ERROR:#DIV/0! Cycle 3 Mean ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
ERROR:#DIV/0!
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ERROR:#DIV/0!
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
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
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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 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

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
ERROR:#NUM! ERROR:#N/A
ERROR:#NUM! ERROR:#N/A
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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 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

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
`
https://docs.google.com/document/d/1I9ArFaLV3HhLRmzfF_5d4CzS9dbCKdQLLOJRYWiXzMg/edit?usp=sharing

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
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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 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

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
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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 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

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
`
https://docs.google.com/document/d/1I9ArFaLV3HhLRmzfF_5d4CzS9dbCKdQLLOJRYWiXzMg/edit?usp=sharing

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 Title

Baseline 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)
https://docs.google.com/document/d/1aM4NsDj-k4PLaxioyRA3IGxi0pqUi90P/copy https://doi.org/10.1136/bmjqs.2009.037895

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 Title

Values 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.

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