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    The FOCUS PDCA Methodology

    Majdah Shugdar Page 1 of 11

    Collected by: Majdah Shugdar

    Executive Director , Admin Affair

    Central Board for health care Institution, CBAHI

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    Continuous Quality Improvement

    Continuous quality improvement (CQI) is aconcept that came out of the business industry.

    Rather than creating a culture of blame if thingsdo not go well, the focus is on a team approach to

    improvement that rewards the group when thingsget better.

    CQI has been adapted for health care in several

    ways. One acronym for this is FOCUS-PDCAwork:

    FOCUS - PDCA is an extension of the Plan, Do,Check, Act (PDCA) cycle sometimes called theDeming or Shewhart cycle.

    FOCUS-PDCA: FOCUS-PDCA it is a simple, logical,

    and systematic approach to accomplish

    incremental improvement of an existing process, or

    to redesign an existing process or design an

    essentially new process or in problem solving.

    The guidelines for using FOCUS-PDCA are:

    If a problem analysis is needed,

    If a task is either new or unique. A routine

    task normally doesn't necessitate a PDCA

    unless a major new factor is introduced,

    First, FOCUS on a particular issue.

    Find a process to improve

    Organize to improve a process

    Clarify what is known

    Understand variation

    Select a process improvement

    Then, move through a process improvement plan,PDCA

    Plan: create a timeline of resources, activities,training and target dates. Develop a data

    collection plan, the tools for measuringoutcomes, and thresholds for determining

    when targets have been met.

    Do: implement interventions and collect data.

    Check: analyze results of data and evaluatereasons for variation.

    Act: act on what is learned and determinenext steps. If the intervention is successful,work to make it part of standard operating

    procedure. If it is not successful, analyzesources of failure, design new solutions andrepeat the PDCA cycle.

    The PI p ro j ec t shou ld beg in w i t h FOCUS i f a

    p rocess a lready ex is t s . I f a p r ocess does no t

    ex is t , beg in w i t h PDCA.

    Step 1."F" for Find a problem, process

    improvement opportunity. "If no problem is

    recognized, there is no recognition of the need for

    improvement." Imai

    It is important to review and determined a priority

    for your organization. Think through the following

    questions: Was the problem identified through a

    needs assessment or through a prioritization tool?,

    What is your baseline data that indicates an

    opportunity? , Who are the internal and external

    customers? Write a one or two sentence overview

    of the improvements that are needed.

    Step 2. "O" for Organize a team that knows

    about the problem or process in review.'Teams provide possibilities for empowerment that

    are not available to individual employees."

    1. Do you need to organize a team? Address

    why a team is being formed. In order to

    assemble the correct team to improve the

    process or problem ask the following

    Majdah Shugdar Page 2 of 11

    The FOCUS PDCA Methodology

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    questions: Who would be helpful? Who

    needs to be involved? Who has knowledge

    on the process or problem? Who would

    benefit from being involved as job

    enrichment or a learning experience? Who

    would benefit from the opportunity to beinvolved in problem solving, planning or

    process monitoring? Who is creative? Who

    has organizational skills?.

    2. Tell the selected team the purpose of the

    project. Encourage all team members to be

    logical and creative. Stress the importance

    of teamwork, and that every member is

    important. Empower the team to make a

    contribution. Teams often struggle to

    understand how the tasks, which are part

    of their jobs, fall into a sequence of steps

    (process) or how intricately departments

    are related.

    3. Once the team members are organized,

    their roles and responsibilities need to be

    identified throughout the duration of the

    project. Plan and decide who is going to be

    the leader and organizer, as well as who is

    going to write and document the progress

    to communicate results.

    Step 3. "C" for Clarify current know ledge of

    the process/ problem. "A problem well stated is a

    problem half solved.

    1. Analyze the process to distinguish between

    expected and actual performance. Study

    the current situation without trying to

    develop long term solutions. To have a

    clear statement of the situation, you must

    first do background work. Look carefully at

    the situation to detect and interpret

    evidence. Talk to people involved, review

    records about the process and watch theprocess first-hand. Recognize the problem.

    Define and explain the current situation or

    process in question.

    2. Some of the questions that are asked in

    this step are: What is your understanding

    of how the process should flow? What is

    the background of the problem? Who is

    involved in the problem? How does the

    problem impact quality? What is the cost of

    the problem or process break down?

    Identify the most significant problem.

    Define the problem. Once this is

    determined ask yourself the following:What is deficient? What is not working?

    What is the perception of quality? Have

    there been customer complaints, incidents?

    How big is the problem? Where is the

    problem? Is the problem chronic or

    sporadic?

    3. Some of the PI tools and techniques

    developed to help define a process and

    problem are flowcharting and

    brainstorming.

    4. Immediate and necessary action should not

    be ignored. Identify if there are any short-

    term quick and easy improvements.

    5. If you discovered the process is not being

    followed than re-educate staff on the

    correct standard operating procedures and

    standardize the best current method.

    Step 4. "U" for Understand causes of process

    variation and uncover possible causes of

    problem. Investigate and eliminate unusual

    occurrences. "I have no particular talent, I am

    merely inquisitive." Albert Einstein

    1. Determining the possible underlying causes

    of problems and process variation requires

    some research, investigating, and

    analyzing. Do not jump towards a solution

    in this step.

    Majdah Shugdar Page 3 of 11

    Sometimes what appears to be the problem

    actually turns out to be related to other issues.

    Some of the questions used in this step to

    identify reasons and process variables are asfollows: What are some of the most likely

    causes of the problem and process variation?

    What are the probable reasons for deficiencies?

    What is the impact on customers? There are

    many verbal tools and techniques, which can

    be utilized to help organize the thoughts of a

    group, in order to analyze problems and

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    determine causes. Some of these are:

    flowcharting, storyboarding, force field

    analysis, brainstorming, and Ishikawa (cause

    and effect diagramming or the fishbone

    diagram).

    2. The Ishikawa or cause-effect diagram is

    used as a first step before data gathering

    to find out what is really going on with a

    problem. The purpose of the diagram is to

    determine causes of a problem in order to

    solve the problem. The problem analysis

    involves diagramming and is also known as

    a fishbone diagram because of the

    pictorial. The effect or problem is first

    drawn as the "head" of the fish on the right

    side of the paper. A horizontal line is drawn

    from the head down the entire length of

    the paper. Branches are drawn off the line

    on angles. Each line represents a process

    related to the problem.

    3. The process analysis involves looking at

    either standard parts of a process or the

    specific steps in a flowcharted process to

    determine what you do and do not know

    about the process or problem. The

    M.M.M.M.E. acronym is a way to remember

    the standard parts of a process by looking

    at m en(personnel, staffing and training),m a t e r i a l s or items used, the

    m e t h o d s or operating procedures,

    mach ines or equipment such as

    computer systems, and the

    e n v i r o n m e n t such as sound and

    workload. Look at each part of the process

    and determine the causes of the problem

    by brainstorming and asking why a

    problem occurred. Each cause of a problem

    is then diagrammed off the line. You keep

    asking why until you've reached enoughdetail. The process of asking why is known

    as the Five Why's. The causes can then be

    analyzed and sorted.

    4. Measure process variables if necessary and

    evaluate the data. Measurement allows one

    to quantify problems and confirm the

    causes of the problems. Examples of data

    based PI tools used in this step are check-

    sheets, Pareto diagrams, scatter diagrams

    and run charts. Pareto analysis helps to

    quantify the causes of problems. Look at

    the available data and stay objective in

    nature as you review the data.5. Examine your processes for variation or

    unusual occurrences. Investigate the

    process and problem by asking questions

    to find out what happened differently.

    Were new personnel involved in the

    process? Is the problem affected by

    employee fatigue related to on-call

    schedule? You need to continue to

    standardize the processes as much as

    possible by making corrections to unusual

    causes of problems.

    6. If the problem requires intensive root

    cause analysis or measuring source

    variation then use the Process

    Improvement methodology and not the

    FOCUS-PDCA. Sentinel Events require

    process improvement analysis. Special vs.

    common cause variation is illustrated with

    the use of control charts and is used in the

    Process Improvement methodology.

    Step 5. "S" for Selects the performance

    improvement by prioritizing/ select an

    improvement strategy/ state the narrative

    goals/ start the improvement cycle. "Quality is

    never an accident, it is always the result of high

    intention, sincere effort, intelligent direction, and

    skillful execution. It represents the wise choice of

    many alternatives." Willa A. Foster

    1. Define your overall goal, process, or

    outcome improvement. Be specific as to

    what your project will focus on in order to

    eliminate the problem or process variation.Define what change is to be made.

    Majdah Shugdar Page 4 of 11

    2. Questions to ask in this step as you aim for

    long-term solutions are as follows: Will the

    action eliminate the problem? Will process

    variation be decreased? Identify the

    potential action, solution, alternative or

    option that will improve the process then

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    assess the following: Is the solution risky?

    What are we trying to accomplish? What

    changes can we make that will result in

    improvement? How will we know that a

    change will result in improvement?

    3. Identify the opportunities for improvementby establishing priorities. The goal of this

    step is to consider many alternative

    actions, in the end choosing the best

    solution or first steps towards the solution.

    Continue to be creative and innovative

    solutions should be based on potential in

    order to prevent recurrences of the

    problem. Solutions address the cause of

    the problem, and are cost-effective and

    capable of being implemented within a

    reasonable amount of time. Examples of PI

    tools and techniques used for prioritization

    are: prioritization grids, selection grids and

    the Pareto Analysis, 80% of the problems

    can be corrected by changing 20% of the

    systems. Pareto analysis is the process of

    ranking opportunities to determine which

    of many potential opportunities should be

    pursued first.

    "P" for Plan includes steps 6-9. "Planning is

    future-oriented, and the future will arrive whether

    the organization is ready or not." Wynn and

    Guditus

    Step 6. Plan the action for performance

    improvement/process design/project

    planning. "People seldom hit what they do not aim

    at." Henry David Thoreau

    If you do not have a process in place, begin with

    the Plan stage. Plan the implementation and

    evaluation of the improvement. The most important

    part of problem solving is planning the action youare going to take. The action should be directed at

    eliminating the cause of the problem.

    Are you re-designing an existing process or are

    you designing a new process? Your plan may

    require contingency planning which helps design

    back ups. Your plan may require critical paths

    outlining dependencies between departments. You

    may need to strategically plan for the future by

    determining what needs to be in place to get where

    you want to be.

    To make improvements in a process you mustknow all the aspects of the process. Take the

    process apart into sequential series. Determine the

    basic flow of proposed activities by flowcharting the

    basic steps of the process. Design processes in

    order to have a smooth flow of interdependent

    activities. A flowchart is a graphical tool that shows

    process information. Flowcharts are similar to

    maps. Draw a flowchart, value added flowchart,

    PERT (Planning Evaluation Review Technique) chart

    or Gantt chart of the process or interrelated

    processes. You can draft a flowchart by hand or use

    software programs such as Microsoft Word,

    Microsoft Project or Visio.

    Step 7. Design the measurement plan. "You

    can't manage what you can't measure. " A. Banker.

    Never assume the action will result in

    improvement-measure-measure-measure. A

    measurement plan is required to establish the need

    for improvement, as well as to assess

    improvement. Measurement provides the data

    needed to assess how well a process is working.

    Data is the voice of a process. The measurement

    plan is a plan to measure what you plan to do.

    Measurements provide objective data to separate

    opinion from fact. This is essential for valid problem

    solving. Planning the measurement plan means

    planning how an improvement action will be tested

    and how data will be collected. The measurement

    data are used to regulate, modify, monitor, accept

    or reject a process being studied. An understanding

    of data is necessary before you can develop a

    measurement plan.

    Information on data in general:

    Majdah Shugdar Page 5 of 11

    Measurement can be obtained either qualitatively

    or quantitatively. Qualitative measurement is

    measuring with words. Words are grouped into

    categories (e.g. like or dislike, agree or disagree,

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    satisfied or dissatisfied.) Quantitative measurement

    is measuring solely with numbers.

    Some of the reasons to collect data of your project

    are:

    To create a baseline if one does not exist

    To monitor the process over time

    To see the effect of a change in the process

    To determine the impact of the change or

    what effect the action has

    To evaluate the effectiveness of your

    problem resolution and determine whether

    change led to the expected improvement

    To determine whether or not to continue

    working on the process

    To provide a common reference

    To provide feedback on the performance of

    a system in the form of data

    To provide information for decision making

    To provide follow-up data indicating

    measurable improvement.

    There are different types, kinds, definitions and

    categories of data:

    Types of data are:

    1. perception of care (opinion) data,

    2. observable (seeing what there is and

    recording it) data,

    3. strategic outcome measures, lag indicators

    or results data (after everything has

    happened), or

    4. performance driver measures, lead

    indicators, or process measures (data that

    are early indicators so that the process canbe adjusted before undesirable results

    occur).

    Kinds of data are:

    5. financial,

    6. operational,

    7. clinical and,

    8. satisfaction.

    Examples of definitions of data are:

    9. patient specific,10. aggregate data,

    11. knowledge based.

    Categories of data: Decide how you want the

    data categorized in order to be analyzed. Some

    medication system examples are:

    12. Analyze by medication use processes:

    selection & procurement, ordering &

    prescribing, dispensing, administration or

    monitoring

    13. Analyze by sub classification: dosage form,

    duration, rate, time, dose, missed dose,

    route of administration, drug, monitoring

    error, strength/concentration, drug

    deterioration, patient, technique.

    14. Look at what type of employee caused the

    error: Nurse, pharmacist, pharmacy tech,

    delivery tech

    15. Analyze if error was equipment or supply

    related: pump, tubing, syringe, bag

    16. Volume: Look of how many orders are

    processed each week. How many orders

    are processed on-call each week?

    17. Population size: All orders over time, using

    a sample of 100 orders in a week for

    example. Using a sample of 100

    medication orders each week, how many

    have 1 or more errors?

    18. Out of all the orders (in a day, week) how

    many errors are caught before shipping?

    How to collect data: Data can be collected

    many different ways. Perception of care data iscollected on surveys and can be done in person, by

    mail, over the phone or in focus groups. Check

    sheets are used to record sample observations and

    detect patterns.

    Majdah Shugdar Page 6 of 11

    How to display data: Data can be visually

    displayed in many different and creative ways to

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    help analyze and turn the quantitative data into

    information. Pareto charts are horizontal graphs,

    which run from high (left) to low (right). The

    vertical bars illustrate the individual category being

    compared. Run charts graph data over time to

    determine trends. Concentration diagrams displaydata within a picture.

    Step 8. Estimate cost/ completion date. "You

    can't build a house without hammer and nails."

    Hosotani

    Estimate the cost of the project, including cost of

    actions and cost of data collection. Resources are

    the supplies, equipment, personnel, etc. required to

    accomplish the objective.

    Determine timelines, milestones and the target

    completion date to having the objective

    accomplished.

    Step 9. Education "QC begins and ends with

    education." Ishikawa

    Some general and specific education on

    performance improvement may be necessary when

    explaining to the employees how organizations

    work in processes to make improvements in daily

    work. Improve learning to advance improvement.

    Before moving from the plan stage to the do stage,

    train your employees on purpose of project,

    process changes and data collection. Dont surprise

    people with change. Explain the change and its'

    effects. Who will need to change the way they do

    their jobs? What are the sampling instructions?

    What training is needed?

    "D" for Do.

    Do is explained on step 10 and 11. "Employeeswho feel capable of solving problems, do."

    Townsend and Gehardt

    Do is when the action you planned is carried out.

    The action could be a trial situation where you

    perform the test by implementing the action on a

    small scale or it may be an actual implementation.

    There should be a historical summary of all the

    action steps taken towards accomplishing the

    objective.

    Step 10. Implement the improvement "A useful

    motto during the start-up phase is, think big-startsmall." Ernst & Young

    Select and implement a solution. Do you need to

    test a pilot (trial basis) first? It is best to carry out

    a small-scale change or project before incurring the

    cost of widespread implementation. Pilot projects

    are forgiving. By doing a pilot first, it gives

    unforeseen obstacles a chance to surface before the

    real implementation. Do not carry out a full

    implementation after a pilot until a successful trial

    has been approved in the Check stage. If you do

    not pilot, then implement the action plan.

    Set a date of implementation of performance

    improvement. Describe what was used to

    implement the plan. Carry out the improvement as

    planned.

    Step 11. Implement data collection "Well begun

    is half done." Horace

    Implement the data collection. You may want to

    pilot the data collection, instruments and

    procedures first to make sure that everything is in

    place.

    Establish baseline data if there is no baseline data.

    Initiate the data collection in full or pilot the data

    collection process by testing on trial basis. Do Data

    Collection. Collect data to monitor the performance.

    Clear criteria need to be established. The use of

    common checklist or data collection forms can help

    to ensure consistency and reliability in data

    collection. Plan how you are going to present thedata in a clear and understandable form.

    "C for Check "Whatever is worth doing is worth

    evaluating." Wynn and Guditus

    Majdah Shugdar Page 7 of 11

    Check/ Study's steps are between 12-14.

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    The Check/Study stage is the analysis. Here we

    judge how well we have accomplished the plan

    based on information and determine the next steps.

    This step is often omitted, which leaves the

    effectiveness of a plan in question.

    Step 12. Results of action " An accepted leader

    has only to be sure of what is best to do, or at least

    to have made up his mind about it." Winston S.

    Churchill

    Check involves evaluating and analyzing the effect

    of the action being tested. What did you learn? Is

    the solution you've chosen working? Do you need

    to take corrective action? Do you have the right

    staff in place? Do any changes need to be made?

    What are the pros and cons of the plan? Was there

    any unplanned information you collected? Was your

    prediction correct? Do you need to go back and

    implement another portion of the plan? Results

    should flow from management to staff for more

    improvement strategy input and back to

    management. At this point there is a choice. You

    can abandon the idea, repeat to modify the idea, or

    go on to the "act" stage to standardize the process

    if the data validates the solution works.

    Step 13. Results of data :

    Data are simply facts; information is the actual

    answer to a question. Information is based on data,

    but simply having data will not provide information.

    Transforming data into information is the key to

    this step.

    Determine intervals to review data (e.g. daily,

    weekly, and monthly.) Check for errors. Was there

    any unplanned data you collected? Tabulate your

    data. Who is going to review? Looking at your data

    requires some evaluation and analysis. Comparebefore and after data. Check your data results vs.

    target goals. Check your progress vs. plan. Assess

    the effect of the action. Analyze and review results.

    Determine if the findings meet acceptable limits.

    Determine if findings are moving in the right

    direction. Are there general trends towards

    improvement? Check data for process improvement

    and check data for customer outcomes. Look at all

    the related data. Monitor the progress and

    effectiveness of the change according to your plan.

    Gather data from key points. Analyze data

    collection results after implementing solution to

    evaluate for process improvement and for customeroutcomes. Was your prediction correct? Use the

    data in your decision making whether or not to

    adopt action. How can you be more cost-effective?

    Evaluate the solution and the follow up. Check the

    data collection results after the implementation of

    your plan in order to evaluate improvement. The

    solutions you have developed may have

    accomplished your intentions. Sometimes,

    however, they don't or they may only partially

    solve the problem. They may even cause other

    problems or prove to be too expensive. You need to

    check. Now, you must check the solutions to verify

    their effectiveness in solving the problem, to see if

    they cause other problems, and to see if they are

    cost-effective. You can document changes to the

    process by comparing the data before you began

    the project with data developed at this stage.

    Analyze data to evaluate the improvement.

    Measure and assess the effect of the action.

    Monitor the progress and effectiveness of the

    change according to your plan. Run charts, scatter

    diagrams, histograms, check sheets, Pareto charts

    (your hope is that the large category your team

    worked on is now only a small bar on the Pareto

    diagram, or even gone completely.)

    Repeat some of the steps if data does not meet

    target. Continue to evaluate the data or

    performance improvement evidence to use as

    information in your decision making. Once data

    validates the solution will work you can move to the

    Act stage.

    Turning data into information by using a bar

    graph is illustrated in the Appendix as

    Example 4.

    Majdah Shugdar Page 8 of 11

    Step 14 Repeat "It is common sense to take a

    method and try it. If it fails, admit it frankly and try

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    another. But above all, try something. " Franklin D.

    Roosevelt

    Have you accomplished your original goal? After

    checking the implementation of the plan, you may

    decide that the "do" stage has not accomplished allyou intended it to. Instead of going to "act" you

    must make an adjustment. Describe how the target

    wasn't met. You can abandon it, or make further

    revisions. Does the change idea have potential, or

    do you need to abandon the idea and start again

    with a new idea? Repeat the cycle. If the solution is

    not correcting the problem, then the process should

    begin again to determine a better solution. This

    means we review our plan and its implementation

    and search for ways to improve. If results are not

    where you want them you must go back to make

    an adjustment. You must need to modify or adjust

    your solution. Now is the time to stand back from

    the problem, rethink it, and possibly develop new

    plans. Ask yourself: What has our team tried? What

    have you accomplished so far? In what ways does

    our plan fall short? And most important, what do

    you and the team plan to do about it? Go back to

    your original analysis and decide if there were some

    other possible causes that may be causes. You may

    need to go back to any one of the steps as you

    write your adjustment plan.

    Often times you are not going to try to make all

    your changes at once, because then you could not

    measure the effectiveness. The first variable may

    be successful, and now you want to try another

    process variable working towards achieving the

    original goal.

    Continue to improve your measurement plan too.

    Repeat the Plan and Do stages until you've met

    your defined measurement objective. Once the datavalidates the solution will work you can move to the

    Act stage.

    "A" for Act

    Act is explained from 15 through 20. "Until you

    implement a decision, it is not really a decision at

    all." Edward C. Schleh

    ACT: Act on the information. Adopt the change. In

    standardizing, you do what is required to keep theprocess going. For example, you may provide

    employee training on a new process for continuity.

    Act means fully implementing the action or

    executing the solution by standardizing the

    process. Once improvement has occurred, you

    must immediately establish controls in order to

    maintain improved performance. Otherwise, you

    probably will not be able to keep the gains made.

    Controls are like the "check" the "act" stages in

    PDCA, because we make deliberate changes. You

    act based on the results of our check. You modify

    or plan accordingly, and you do or perform your

    service in an improved manner.

    Use your findings. Identify training. Identify

    improvement needs. Compare results. Guide

    budgets and resource allocation.

    Step 15 Implement effective

    actions/ solutions/ adopt change/if pilot

    implement to full "I like the dream of the future

    better than the history of the past." Thomas

    Jefferson

    Problems are solved only when recurrences do not

    happen. If a pilot project was successful then

    implement it on a full scale. The organization's

    action plan for improvement is pilot tested and

    implemented, if successful and objectives have

    been achieved. Process revisions should be

    finalized. Education is necessary. Determine a

    completion date after goals have been met.Implement effective actions. Identify owner.

    Determine if there are any processes that can be

    eliminated. If revision is needed, then go back to

    the necessary stage to revise.

    Majdah Shugdar Page 9 of 11

    If no further improvement is feasible, then

    complete the project.

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    Step 16 Follow up/ next steps/ refine change

    "TQM programs provide people with the "freedom

    to fail" which enables them to learn from mistakes

    and accept the responsibility for their results and

    for preventing repetition of errors: they do not

    negatively sanction people and they remove fearfrom the workplace." Allan Sayle

    How can the change be refined or revised? What

    can be done to error-proof the process. Repeat the

    cycle and learn from the results to improve the

    process. Reinforce the progress. Make

    improvements when needed. Do any changes need

    to be made to the solution? Do any changes need

    to be made in the measurement system? How can

    the change and measurement system be refined.

    What steps will be taken next?

    Your first improvement action could have been

    successful and now you can try another action. You

    may try something new or add another measure to

    continue to make improvements and reduce

    variation. After the process has met performance

    goals, the final step is to develop and put in place

    new standards so that the problem stays solved.

    Standardize the processes and systems to ensure

    you will maintain and sustain improvements

    The advanced Process Improvement methodology

    monitors improvement using the six-sigma

    approach and performance improvement isn't

    achieved until minimal variation has been obtained.

    Step 17 Lessons learned/ cost savings "Total

    Quality Management (TQM) is the set of

    management processes and systems that create

    delighted customers through empowered

    employees, leading to higher revenue and lower

    cost." Juran Institute, Inc.

    What lessons were learned? Learn from results.

    Itemize things you wished you knew before you

    started the project for example.

    Step 18 Documentation/ communication

    "Nothing has really happened until it has been

    recorded." Virginia Woolf

    It is not enough to find the solution. Deciding how

    and to whom these lessons can be communicated

    are important steps of a project. You can share

    information many different ways. Information canbe shared either in writing or verbally.

    Documentation is a channel of communication. The

    paperwork produced is one of the most significant

    channels of communication. The forms of

    documentation are Minutes, action plans,

    worksheets, data collection forms, summary

    reports and project files. Written material can be

    disseminated throughout an organization in many

    ways such as being sent electronically or posted on

    site or on an organization's Intranet site for a

    centralized form of communication. Verbal

    presentations are a very helpful venue to share

    information as well. Verbal presentations can be

    done in person at staff meetings or seminars, or

    over the phone via a teleconference.

    Majdah Shugdar Page 10 of 11

    You need to share information both internally and

    externally. Communication on all levels is

    important. Do you need to make recommendations

    to someone? Was a change made that needs to be

    publicized? The method chosen to publicize the

    solution depends on who is the target audience. Do

    you need to report the findings to someone? Who

    might be interested in learning what was learned?

    Has a training plan been developed to train

    personnel on new methods? By sharing information

    in writing you not only provide evidence of your

    efforts by sharing your progress, but also to open

    your efforts for feedback during the process. Within

    the organization it is important to share information

    with all the employees by posting progress results

    during the project. At completion, you can help

    others learn by telling people how you achieved

    your goal. You can share what actions wereimplemented, how you evaluated the effectiveness

    of the action, how much did the solution cost, and

    how effective your project turned out to be. What

    lessons were learned? What are your follow-up

    plans? Your team has the opportunity to express

    any observations, conclusions or recommendations

    that were gained from the problem-solving activity.

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    What processes or steps in the PI project might be

    improved further? What did you learn about

    working as a team or about problem solving?

    Documentation serves as both historic record

    keeping and as resource material for others.

    Information should also be shared externally to

    enhance your public image. Marketing can promote

    your Programs to Referral Sources and customers.

    Marketing will have "Bragging Rights" for your

    accomplishments.

    Project is completed. Celebrate your success!

    Step 19 Sustain performance improvement

    "We just couldn't leave well enough alone." Toyota

    Motor sales slogan

    If your team is satisfied that your solutions have

    solved the problem, you must show what has been

    done to keep the solutions in place so that the

    problem never reoccurs or occurs minimally with

    little variation. To keep your staff focused and to

    avoid a lapse into old routines and methods,

    controls must be put in place to remind people of

    the new method. Decide how you want to monitor,

    review and re-evaluate periodically. Training may

    be necessary to maintain gains. Performance

    measures are used to determine if the

    improvement is sustained. Continue performance

    measurement to determine if improvement is

    sustained over time.

    Step 20 The PDCA cycle can be repeated again

    and again; attempting to refine the

    improvement.

    Review over time. The PDCA cycle is cyclic not

    linear. Even when improvements have been put in

    place and effective improvements have beenstandardized, process management should not end.

    Variables, such as new technology, change over

    time. Accordingly, the improvements should be

    reviewed periodically.

    Bibliography

    Accreditation Commission for Health Care, Inc. (2002)

    Home Infusion Accreditation Manual

    Allen, Roger E., and Stephen D. Allen (1995) Winnie-

    the-Pooh on Problem Solving Penguin Books New York,NY 10014 (out of print)

    Brown, Janet A. RN, CPHQ (1986-2001) TheHealthcare Quality Handbook: A Professional Resourceand Study Guide 2001 Sixteenth Annual Edition

    Carey, Raymond, G. (2002) Measuring QualityImprovement in Healthcare: A Guide to Managing withControl Charts De Paul University Quality Institute

    Dusenbury, Diane, and Steven W. Collins, ProcessManagement: A Method for Achieving DesirableHealthcare Results Journal for Healthcare Quality Vol.

    24, No. 4 July/August 2002

    Gomes, Helio (1966) Quality Quotes ASQ QualityPress, Milwaukee, WI

    Joint Commission Resources (2001) 2001-2002Comprehensive Accreditation Manual for Home CareJoint Commission on Accreditation of HealthcareOrganizations

    Joint Commission on Accreditation of HealthcareOrganizations (1994) Framework for ImprovingPerformance

    Joint Commission on Accreditation of HealthcareOrganizations (1995) Leadership Skills for PerformanceImprovement: Planning for Quality

    Joint Commission on Accreditation of HealthcareOrganizations (1988) Sentinel Events: EvaluatingCause and Planning Improvement

    Joint Commission on Accreditation of HealthcareOrganizations (1996) Using Performance MeasurementTools in Home Care and Hospice Organizations

    Joint Commission on Accreditation of HealthcareOrganizations (1999) Using Performance Measurementto Improve Outcomes in Home Care and HospiceSettings

    Majdah Shugdar Page 11 of 11