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It includes a charter form to define aims, problems, rationale, expected outcomes, measures, and planned changes, plus a submission certification checkbox. It also provides a Plan-Do-Study-Act (PDSA) cycle form with timing, objectives, testing/implementation plans, predictions, data collection, analysis prompts, and next-cycle actions. Additional sections outline a seven-step QI template, mapping PDCA/PDSA to seven steps and common QI tools such as run charts and cause-and-effect diagrams.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sgs-qi-bootcamp-handout-charter-form-pdsa-form-seven-step-qi-template/245667/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sgs-qi-bootcamp-handout-charter-form-pdsa-form-seven-step-qi-template/245667.png","ImageObject",442,249,{"name":88,"@type":89},"Đào","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required in the Charter Form?","Question",{"text":108,"@type":109},"The Charter Form collects aim statement, problem to be addressed, reason for the effort, expected outcomes/benefits, measures to judge improvement, and planned changes to drive improvement. It also includes a certification box for faculty advisor review and approval before submission to IHI Open School.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the Plan-Do-Study-Act (PDSA) form guide a QI cycle?",{"text":113,"@type":109},"The PDSA form records cycle number and dates, defines objectives, and separates the cycle into Plan (test/implementation plan and predictions), Do (observations), Study (learning and analysis of predictions vs results), and Act (description of the next PDSA cycle based on learning).",{"name":115,"@type":106,"acceptedAnswer":116},"What is included in the Seven Step QI Template section?",{"text":117,"@type":109},"The template outlines steps such as selecting a theme, describing the current process and root causes, proposing a solution and action plan, operationalizing the plan, defining data collection for the outcome measure, performing analysis, and taking actions based on lessons learned. It also links PDCA/PDSA phases to seven steps and identifies common QI tools.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},245667,1791718641,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":20,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":47},1374402968488,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| CHARTER FORM | |\n| --- | --- |\n| Name:   Team Members:   Project Title:   University/Organization Name:   Health System Sponsor Name:  \u003Cbr>What are we trying to accomplish?\u003Cbr>Aim statement (How good? For whom? By when? 1-2 sentences):\u003Cbr>Problem to be addressed (Defines WHAT broadly; 2-3 sentences)\u003Cbr>Reason for the effort (Defines WHY; 4-5 sentences)\u003Cbr>Expected outcomes/benefits (Defines WHAT specifically, still not HOW; 3-4 sentences)\u003Cbr>How do we know that a change is an improvement?\u003Cbr>(Identify outcome, process, and balancing measures; 4-5 sentences)\u003Cbr>What changes can we make that will lead to improvement?\u003Cbr>(Initial changes, barriers, key stakeholders; 4-5 sentences)\u003Cbr>Read the following statement and check the box below before submitting this charter to the IHI Open School.\u003Cbr>☐ I certify that my faculty advisor has reviewed and approved this charter.\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>|  |\n\n\n| Charter Assessment | |\n| --- | --- |\n| ---DO NOT COMPLETE THIS PAGE– FOR IHI USE ONLY---\u003Cbr>What are we trying to accomplish? Needs\u003Cbr>Improvement Meets\u003Cbr>Expectations Exceeds\u003Cbr>Expectations Aim statement is clear and answers how good, by when, and for whom. Problem to be addressed clearly justifies need for improvement. Identifies aspect of care that will be improved and subsystems that will be affected. The impact (positive and negative) on patients is clear. Supportive background information is provided. Specific objectives and numerical goals are clearly defined. Project can be completed within time frame. Addresses anticipated products, tools, and deliverables that will be used in process.\u003Cbr>How do we know that a change is an improvement? Needs\u003Cbr>Improvement Meets\u003Cbr>Expectations Exceeds\u003Cbr>Expectations An appropriate family of measures is identified (minimum of 1 outcome measure, 2-3 process measures and a minimum of 1 balancing measure) . Measures identified are directly related to the project description, objectives, and goals. Each measure is appropriately operationally defined. Data collection on metrics is reasonable and practical given scope of QI project.\u003Cbr>What changes can we make that will lead to improvement? Needs\u003Cbr>Improvement Meets\u003Cbr>Expectations Exceeds\u003Cbr>Expectations Initial changes to be tested are clear and well defined. Specific strategy/methodology (i.e. driver diagram) used in selecting change is identified and explained. Project constraints/barriers are defined including how they will be addressed. Identifies key stakeholders and explains their role in the process. |  |\n\n\n| PLAN DO STUDY ACT (PDSA) FORM |  | |\n| --- | --- | --- |\n| Cycle \\#:\u003Cbr>Start Date: End Date:\u003Cbr>Project Title:\u003Cbr>University/Organization Name:\u003Cbr>Health System Sponsor Name:\u003Cbr>Objectives of this Cycle:\u003Cbr> Test a Change\u003Cbr> Implement a Change  Spread a Change\u003Cbr>Short objective of cycle: |  |  |\n| PLAN | |  |\n| Test/Implementation Plan:\u003Cbr>What change will be tested or implemented?\u003Cbr>How will the change be tested or implementation be conducted (consider small scale early)?\u003Cbr>Who will run the test or implementation?\u003Cbr>Where will the test or implementation take place?\u003Cbr>When will the test or implementation take place? |  |  |\n| Predictions:\u003Cbr>1.\u003Cbr>2.\u003Cbr>3.\u003Cbr>4. |  |  |\n\n| Data Collection Plan:\u003Cbr>What information is important to collect?\u003Cbr>Why is it important?\u003Cbr>Who will collect the data?\u003Cbr>Who will analyze the data prior to Study?\u003Cbr>Where will data be collected?\u003Cbr>When will the collection of data take place?\u003Cbr>How will the data (measures or observations) be collected? |\n| --- |\n| DO\u003Cbr>\u003Cbr>Observations:\u003Cbr>Record observations not part of the plan:\u003Cbr>Did you need to tweak the original Plan?\u003Cbr>Begin analysis of data (graph of the data, picture): |\n\nSTUDY  \nQuestions: Copy and paste Questions and Predictions from Plan above and evaluate learning. Complete analysis of the data. Insert graphic analysis whenever possible.  \n1. Prediction:  \nLearning (Comparison of questions, predictions, and analysis of data):  \n\n| 2. ","cbCaiqNOsEYEQ99F","https://ap.wps.com/l/cbCaiqNOsEYEQ99F","pdf",941841,"English","# Charter Form\n## Charter Assessment\n# Plan Do Study Act (PDSA) Form\n## Seven Step QI Template\n## CAUSE AND EFFECT DIAGRAM","[{\"question\":\"What information is required in the Charter Form?\",\"answer\":\"The Charter Form collects aim statement, problem to be addressed, reason for the effort, expected outcomes/benefits, measures to judge improvement, and planned changes to drive improvement. It also includes a certification box for faculty advisor review and approval before submission to IHI Open School.\"},{\"question\":\"How does the Plan-Do-Study-Act (PDSA) form guide a QI cycle?\",\"answer\":\"The PDSA form records cycle number and dates, defines objectives, and separates the cycle into Plan (test/implementation plan and predictions), Do (observations), Study (learning and analysis of predictions vs results), and Act (description of the next PDSA cycle based on learning).\"},{\"question\":\"What is included in the Seven Step QI Template section?\",\"answer\":\"The template outlines steps such as selecting a theme, describing the current process and root causes, proposing a solution and action plan, operationalizing the plan, defining data collection for the outcome measure, performing analysis, and taking actions based on lessons learned. It also links PDCA/PDSA phases to seven steps and identifies common QI tools.\"}]","SGS QI Bootcamp Handout - Charter Form - PDSA Form - Seven Step QI Template | PDF",1789230263]