Full text
Quality Improvement Workbook
Healthcare Excellence Canada is an independent, not-for-profit charity funded primarily by Health Canada. The views expressed herein do not necessarily represent the views of Health Canada. 2
Hello! This foundational workbook was developed by Healthcare Excellence Canada and in partnership with Health Quality BC. It is intended to assist your quality improvement learning journey and guide quality improvement efforts. The term participant/client is used throughout the workbook to reference individuals who receive service from your organization. Please feel free to substitute with the appropriate language that your organization uses to refer to those you care for and serve. How to Use This Workbook: You have the option to complete this workbook either digitally or by hand. If you prefer to print the document and fill it in manually, simply print the entire workbook and use a pen to complete each section. If you’d like to fill in the workbook digitally, please keep in mind that each text box has a set character limit. Be sure to check that your answers fit within the provided space. Once you’ve filled in the text fields, you can print the digital version with your responses included. 3
Quality improvement is about understanding what we do and testing ways to do it better. 4
Foundations of Quality Improvement Before launching a quality improvement(QI) project, it is worth ensuring there is a common understanding on what QI is. There are various definitions, but there are common components of QI: Systematic It is more than the introduction of a new change. Guided by data It is more than implementing changes and assuming things get better. Emphasizes immediate action It is about testing new ways to do things and making changes right away. Five fundamental principles of improvement 1. Know why you need to improve and specifically what you need to improve. 2. Have a way to tell if the change is making an improvement (data). 3. Develop an effective change that you believe will result in an improvement. 4. Test changes multiple times, adapting, adopting or abandoning based on their efficacy. Do not just jump to implementing the idea! 5. Know when and how to make the changes an ongoing part of your system (sustainability). 5
Action As a team, watch the following video: Quality Improvement in Health Care – Mike Evans (https://youtu.be/jq52ZjMzqyI) and consider the following questions: •What benefits do you think quality improvement methods might bring to your sector/organization? •What might some of the challenges be? •Can you think of any opportunities for improvement in your area? •How might you get started? The concepts of improvement and change are closely linked. Changes that result in improvement: •Alter how the work or activities are done •Produce visible, positive differences compared to how things were •Have lasting impact. 6
Problem and Aim Statements Problem Statement – what you want to improve. Explain what you want to improve in 4–5 sentences (e.g. what is the gap in quality). Where possible, reference the following information in your problem statement: •Baseline data and/or information (e.g., current satisfaction, numerical data) •The source of information about the problem/area of opportunity (e.g. do participants/clients, families and/or caregivers and staff see this as a problem?). How will you learn more about what is causing the problem you want to improve (e.g., interviews with staff, participants/clients, families and caregivers who experience the process)? Aim Statement – what measurable improvements you expect. Specify how much improvement you are aiming to achieve, for whom and by when (e.g., what improvements will be made to the gap in quality)? 7
Create a Team Convene a team and empower them with the time, resources and accountability to help lead the improvement initiative. The team should include people with diverse skills, professional backgrounds, cultures and perspectives to promote shared understanding of the opportunity for improvement, including: Participants/clients, families and caregiver partners, who can (for example): •Bring perspectives on how the improvement initiative will improve their personal experience and the experience of others •Advise on education, evaluation, and strategies to promote sustainability and long-term success planning and adaptations over time •Fulfill leadership roles, such as on governance committees or as evaluation leads to identify how change should be assessed and monitored •Help to ensure a diverse set of livedexperience perspectives are consulted and considered (e.g., people of different ages, and from different cultures and different socio-economic backgrounds) •Serve as champions for other participants/ clients, families/caregivers and staff to ensure the lived experience perspectives are fully considered and incorporated. Senior leaders, who can (for example): •Ensure the initiative is, and remains, a strategic organizational priority (this will justify associated staffing and budget allocations, and can increase the chance it will sustain through competing priorities) •Support culture change, to identify how people feel about the initiative and ensure it is introduced in a way that acknowledges and responds to the concerns of everyone affected •Champion, role model and set expectations for partnership with people with lived experience (including providing fair compensation and removing barriers for participation) •Ensure staff have the time, resources and infrastructure to support the change •Champion the initiative with staff, board members and other interest holders •Create/inform and support processes to ensure appropriate oversight and monitoring. 8
In addition, team members should include: •A team lead who has time, resources and accountability to coordinate and oversee the day-to-day activities, serve as a key coordinator and motivator of the team and ensure regular andongoing communication with staff, participants/clients, caregivers and relevant committees/councils. •An evaluation and measurement lead who has time, resources and accountability to support the tracking and reporting of results over time, support the team to understand and interpret data over time to inform whether changes are leading to improvement. •Staff from all departments and external interest holders (including community partners) who will be impacted by and/or who can influence the change. Complete Table 1 to list the members of your team, describe their roles and how they will have the time, resources and accountability to fulfill their roles. Table 1: Team members and roles Team member Role and description of how the person will have the time and resources to fulfill their role 9
Outcome measures: •Percentage of patients who have a pain score that has decreased from baseline at hand over or discharge from care •Participant/caregiver satisfaction with pain control strategy and management Process Measures: •Percentage of calls where the pain management protocol checklist was completed •Percentage of calls where pre and post pain scores are documented for patients who receive pain management •Percentage of patients who received appropriate choices (escalation) of pain management medications •Percentage of patients who received appropriate dosing of pain management medications •Percentage of cases where SBAR/ structured handoff regarding pain management is provided to the receivingfacility Balancing Measure: •Average scene time for all events with complaints of pain •Paramedic staff satisfaction with the new checklist/process How will we manage the improvement project? How will our team work together? Who will do what? What are key dates? Your team should work to come up with a plan that works for you and your timeline. Please note that you should be meeting to review the data at least once a month to determine if you should adapt, adopt or abandon the changes that you are testing, and see if you are making progress toward your aim (without negatively impacting other parts of the system). Table 4: Measurement Plan How will we know that a change is an improvement? Measures – what can we track to show us how we are doing? For example: 16
Measure Name & Operational Definition Data Collection Method: Sources, Frequency and Who is Responsible Baseline Data (if available) Target/Expected Change (specify time period) Outcome Measures: Main outcomes to improve. 1 2 3 Process Measures: The activities you are doing to achieve your desired outcomes/aims. (For example, number of staff who received education.) 1 2 3 Balancing Measures: These are to assess for unintended consequences. 1 2 3 17
What changes can we make that will result in improvement? Change ideas – what changes can we test to improve care? Example: Our change ideas include: 1. Run a targeted education and/or refresher training on pain management for all paramedics. 2. Implement a standardized checklist for pain management calls. 3. Use visual cues (stickers or ePCR prompts). 18
PDSA Worksheet Testing Ideas for Change Plan, Do, Study, Act (PDSA) cycles turn ideas into action and learning. By planning a test of change, trying the plan, observing the results, and acting on what you learn, you will progressively move towards your aim. Team name: Date of test: Cycle number: Objective for this PDSA cycle: What question do we want to answer this cycle? Plan Plan for change or test: (Who, what, when, where) Plan for collection of data: (Who, what, when, where) 19
Plan Predictions: (What do we expect to happen?) Do Carry out the change or test; Was there any difference from what was planned? Study Complete analysis of data collected; summarize what was learned. Do the results agree with the predictions? What new questions or issues arose? What are our updated theories? Under what conditions could the results be different? 20
Act What action are we going to take as a result of this cycle (Adopt, Adapt or Abandon)? Are we ready to implement? Objectives of the next cycle(s): Planning for Sustainability Worksheet Questions to consider Process Factors related to the change itself – what about the new process will prevent things from reverting to the old way? Benefits beyond helping patients In addition to helping patients, what are the other benefits? For example, does this change reduce waste, help things run more smoothly? Will staff notice a difference in their daily work? Credibility of benefits Are benefits to patients, staff and the organization visible? Do staff believe in the benefits? Can staff clearly describe the full range of benefits? Is there evidence that this type of change has been beneficial elsewhere? Adaptability Can the new process overcome internal issues, or will this disrupt the change? Does this change continue to meet ongoing needs effectively? Does the change rely on a specific individual or group of people, technology, or funding to keep it going? Can it keep going when these are removed? Monitoring progress Does the change require special monitoring systems to identify and measure improvement? Is anything in place to continue to monitor progress? Is there a feedback system to reinforce benefits and guide further action? Are the results of the change communicated to patients, staff, and the wider community? 21
Questions to consider Staff Factors related to people involved – are they supportive of the change and willing to continue on with the new way of doing things? Training and involvement Do staff play a part in designing, testing, and implementing the change? Have they used their ideas to inform the change from the beginning? Is there training available to build staff members’ knowledge and skills to take this change forward? Behaviours Do staff express their ideas regularly throughout the change process and is their input taken into account? Do staff think that the change is a better way of doing things? Are staff able to run PDSA cycles based on their ideas to learn if additional improvements should be recommended? Senior leaders Are senior leaders trusted and respected? Are they involved in the initiative? Do they understand and promote it? Are they respected by their peers and can they influence others to get on board? Are they helping to break down barriers and provide support to ensure the change is successful? Clinical leaders Are clinical leaders trusted, respected, and influential? Are they involved in the initiative? Do they understand and promote it? Are they respected by their peers and able to influence others? Are they helping to break down barriers and giving their time to help ensure the change is successful? Organization Factors related to the organization – are there resources and systems in place to maintain the change? Alignment Are the goals of the change clear and shared? Are they clearly contributing to organizational strategic aims? Is improvement important to the organization? Has the organization successfully sustained improvements in thepast? Fit with culture Are the staff fully trained and proficient in the new way of working? Are there enough facilities and equipment to support the new process? Are new requirements built in to job descriptions? Are their policies and procedures supporting the new way of working? Is there an effective communication system in place? Adapted from: NHS Institute for Innovation and Improvement Sustainability Guide 22
Additional Resources 1. Canadian Foundation for Healthcare Improvement. CFHI’s Sustainability and Long-Term Success Primer. PDF. 2020. Accessed May 22, 2025. https://www. healthcareexcellence.ca/en/resources/ long-term-success-tool/ 2. Health Quality BC. Engaging People in Improving Quality Teaching Toolkit. Accessed May 22, 2025. https:// healthqualitybc.ca/resources/epiqteaching-toolkit/ 3. Richards DP, Jordan I, Strain K, Press Z. Patient partner compensation in research and health care: the patient perspective on why and how, 2018. doi: 10.35680/2372-0247.1334 4. Patient Experience Journal. 5(3), 6–12. doi: 10.35680/2372-0247.1334 5. Government of Canada, Canadian Institutes of Health Research. Considerations when Paying Patient Partners in Research. May 27, 2019. Accessed March 26, 2020. https://cihrirsc.gc.ca/e/51466.html. 6. SPOR Networks in Chronic Diseases and the PICHI Network. Recommandations on Patient Engagement Compensation. PDF. 2018. Accessed May 22, 2025. https://diabetesaction.ca/wp-content/ uploads/2018/07/TASK-FORCEIN-PATIENT-ENGAGEMENTCOMPENSATION-REPORT_FINAL-1.pdf. 7. Cancer Care Ontario. Equity in Engagement Framework. PDF. Accessed May 22, 2025. https://www.hqontario. ca/Portals/0/documents/pe/cco-equityin-engagement-framework.pdf 8. Alberta SPOR Support Unit. Patient Engagement in Health Research: A Howto Guide for Researchers. PDF. May, 2018. Accessed May 22, 2025: https:// albertainnovates.ca/wp-content/ uploads/2018/06/How-To-GuideResearcher-Version-8.0-May-2018.pdf. 9. Carmen KL, Darde ss P, Maurer M, Sofaer S, Adams K, Bechtel C, & Sweeny J. Patient and Family Engagement: A Framework for Understanding the Elements and Developing Interventions and Policies. Health Affairs, 223-231. 2013. Accessed October 23, 2020. https:// pubmed.ncbi.nlm.nih.gov/23381514/. 10. IAP2 Canada Spectrum of Public Participation. 2018. Accessed May 22, 2025. https://cdn.ymaws.com/www. iap2.org/resource/resmgr/pillars/ Spectrum_8.5x11_Print.pdf. 11. Newfoundland and Labrador Support for People and Patient Oriented Research and Trials. Patient and Public Engagement Planning Template. PDF. 2016. Accessed May 22, 2025. https://absporu.ca/wpcontent/uploads/2020/05/Patient-andPublic-Engagement-Planning-Template.pdf. 12. Health Quality Ontario. Implementing and Sustaining Change. Quality Improvement Primers. Toronto. 2013. Accessed May 22, 2025. https://www. hqontario.ca/Portals/0/documents/qi/ qi-implementing-and-sustaining-changesprimer-en.pdf 13. Health Quality Ontario. Spread Primer. PDF. April 2013. Accessed May 22, 2025. http://www.hqontario.ca/Portals/0/ Documents/qi/qi-spread-primer-en.pdf. 23
14. Canadian Foundation for Healthcare Improvement. Healthcare Improvement Planner. Accessed May 22, 2025. https:// www.healthcareexcellence.ca/en/ resources/improvement-charter/ 15. Healthcare Excellence Canada. Appropriate Use of Antipsychotics. Accessed May 22, 2025. https://www. healthcareexcellence.ca/en/what-wedo/all-programs/appropriate-use-ofantipsychotics/ 16. Institute for Healthcare Improvement. QI Project Charter. Boston, MA. Accessed May 22, 2025. https://www.ihi.org/ resources/tools/qi-project-charter 24
Notes 25