The 10 Steps

Identify a key problem to focus on and one process to improve; define your aim & measure (data)

Change Project Form

Executive Sponsor and
Change Leader

Conduct a walk-through or talk-through of the process; what’s working and not working?

Walk-through

Executive Sponsor and
Change Leader

Who is on the Change Team?

Executive Sponsor: This is the member who elects or endorses the change project. They will make time to meet with the Change Leader for project updates, and has the necessary authority to remove barriers for the Change Team.

Change Leader: The selected Change Leader should adhere to the guidelines of Powerful = Competent + Respected (NIATx Principle #3). The Change Leader will engage and facilitate staff in the change process, keep the Executive Sponsor informed, and should be passionate for the work (i.e., the
project aim).

Change Team: The rest of the Change Team should consist of  3-7 stakeholders who work in the process. The team should identify a data coordinator (data collection/monitoring), brainstorm changes – run small scale tests to see if they result in an improvement (PDSA cycles), and once project aim  has been achieved and a sustainability plan in place, the project
ends – team disbands. The Change Team should always share their story –  emphasize the change project impact.

Change Project Form

Executive Sponsor and
Change Leader

Change Team kick-off meeting; review your project aim and walk-through experience; discuss strengths & improvement opportunities in the process

Your walk-through notes

Change Leader and Change Team

Flowchart the current process; list problem areas or steps in the process

Flowcharting

Change Leader and Change Team

Conduct an NGT exercise to brain storm solutions and vote on which change idea to test first (other ideas are saved for future PDSA cycles)

Nominal Group Technique (NGT)

Change Leader and Change Team

Assign roles/tasks among the Change Team and document your change project

Change Project Form

Change Leader and Change Team

Do PDSA rapid cycle tests until you achieve your aim; rely on data in deciding to adopt, adapt, or abandon a change; keep your Executive Sponsor updated on progress

Plan-Do-Study-Act Rapid Cycle Testing; Document on Change Project Form

Change Leader and Change Team

Develop a sustainability plan for your change project to hold the gains

Change Project Form (Evaluate/Sustain, pg.3)

Change Leader and Change Team

Change project is completed; Tell your story & share results with leadership & staff; celebrate & recognize change team members

5×5 Presentation

Executive Sponsor, Change Leader and Change Team