Get Ready
-
1. Identify a Key Problem
Task Identify a key problem to focus on and one process to improve; define your aim & measure (data)
Tool People Executive Sponsor and
Change Leader -
2. Do a Walk-through
Task Conduct a walk-through or talk-through of the process; what’s working and not working?
Tool People Executive Sponsor and
Change Leader -
3. Assemble the Change Team
Task 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.Tool People Executive Sponsor and
Change Leader
Make Changes
-
4. Plan the Change
Task Change Team kick-off meeting; review your project aim and walk-through experience; discuss strengths & improvement opportunities in the process
Tool Your walk-through notes
People Change Leader and Change Team
-
5. Flowchart
Task Flowchart the current process; list problem areas or steps in the process
Tool People Change Leader and Change Team
-
6. Nominal Group Technique
Task 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)
Tool People Change Leader and Change Team
-
7. Assign Roles and Tasks
Task Assign roles/tasks among the Change Team and document your change project
Tool People Change Leader and Change Team
-
8. Rapid Cycle Testing
Task 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
Tool Plan-Do-Study-Act Rapid Cycle Testing; Document on Change Project Form
People Change Leader and Change Team
Sustain Changes
-
9. Develop a Sustainability Plan
Task Develop a sustainability plan for your change project to hold the gains
Tool Change Project Form (Evaluate/Sustain, pg.3)
People Change Leader and Change Team
-
10. Completion - Celebrate and Share Results
Task Change project is completed; Tell your story & share results with leadership & staff; celebrate & recognize change team members
Tool 5×5 Presentation
People Executive Sponsor, Change Leader and Change Team