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    M easurement fo r improvement

    Improvement Leaders Guide to

    Measurement for improvement

    For f ur ther info rmat ion seewww.modern .nhs .uk

    AcknowledgementsThe development of t h is guide for

    Improvement Leaders has been a trulycol laborative process. We would l ike to

    thank everyone who has contr ibuted by

    sharing h is or her experiences, kno w ledge

    and case studies.

    Design Team : Sally Batley, Helen Bevan,

    Kevin Cottrel l , Debbie Christ ian,

    M ike Davidge, Jim Easton , Richard Green,

    Jud y Hargad on , Jul ie Harries, Ruth Kenned y,

    M ike M cBride, Nicki M cNaney, Steve ONeil l ,Jean Penny, Neil Riley, Guy Rotherham,

    Kate Si lvester, Neil Westw oo d.

    Our thanks to Darent Valley Hospital and

    Gravesend M edical Centre, Kent fo r th ei r

    cooperat ion wi th the photography.

    2 0 0 2 Cro w n Co p yr ig h t

    Designed by Redho use Lane, 020 7 291 4646

    Published by Ancient House Print ing Group,

    Ipsw ich , 0147 3 23 2777

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    M easurement for improvement

    www.modern .nhs.uk / improvementgu ides 1

    Forew ord

    I am pleased to present t his guide on e of a series fo rIm provem ent Leaders in th e NHS.A key objective for al l of us in the NHS, whatever our role, is to continual ly

    look f or w ays to im prove the exper ience and care of pat ients. M anyimprovements have been achieved already, whether as part of a large national

    program m e, or on a much smal ler scale, through t he comm itment of a smal l

    team of healthcare staff. Everyone involved in such projects has gained so much

    know ledge about in i t ia t ing and sustain ing these imp rovements.

    The aim of t h is set of guides is to gather th is know ledge into a summ ary of

    current th ink ing. Weve put them together in response to a huge demand for

    too ls and techniques to support im provement in p at ient care. Al l the gu ides

    include useful, practical advice that can be applied in healthcare sett ings.

    Written by experienced healthcare staff, they are aimed at al l Improvement

    Leaders in the NHS by which w e mean everyone w ho w ants to improve the

    care and experience of pat ients, w hether a m anager of a smal l team in general

    practice, a director of modernisation for a large Trust, or the cl inical leader of a

    team of doctors, nurses or therapists.

    As I said, the gu ides are based on current learning and think ing bu t th is is

    constantly changing. I f youve found this printed version useful, keep checking

    the w ebsi te on www.modern.nhs.uk/ improvementguides

    Here the guides wil l be regularly updated as we learn more and have new thingsto share.

    Improvement and modernisation is real ly just beginning. I t s an excit ing t ime,

    and a g reat o pport uni ty to develop and share new ski l ls and understanding so

    w e can t ru ly make th ings bet ter for our p at ients.

    David Fi l l ingh am , Director NHS M odernisat ion A gency

    Apr i l 2002

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    M easurement for improvement

    www.modern .nhs.uk / improvementgu ides 3

    The Improvement

    Leaders Guides

    Col lect ively the Imp rovemen t Leaders Gu ides fo rm a

    set of pr inciples for creat ing the best condit ions for

    imp rovemen t in health care. The greatest ben efi t is w hen

    they are used to supp ort a prog ramm e of t ra in ing in

    improvement techniques.

    Where should I start?The seven guides are not sequential and ideal ly you should read them al l at an

    ear ly stage in your im provement project , to be aw are of the t ools and

    techniques in a l l the g uides. How ever there are som e th ings w e w ould sugg est

    you should do f irst, as you develop your plan based on local needs and

    experience.

    Each guide includes

    som e background in fo rmat ion on t he top ic some activi t ies which you, as an Improvement Leader, may f ind useful to help

    the team s you w ork w i th und erstand t he basic pr inc ip les

    quest ions that are f requent ly asked abou t t he to pic and suggested w ays to

    answ er them

    guidance on w here to go for m ore inform at ion. Sources inc lude th e excel lent

    toolk i ts that have been produced to supp ort imp rovement program m es in

    specific services, such as Cancer, Critical Care, M ent al Health an d Clin ical

    Govern ance. Useful bo oks, papers and w ebsites are also l isted

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    M easurement for improvement

    6 www.modern .nhs.uk / improvementgu ides

    Take the th ink ing forw ard.

    The websi te wi l l be a dynamic

    medium . Please contr ibute t o th e

    discussion i f you can. We would

    w elcom e and value your experience

    Have fun .

    M any have said that leading an

    improvement project has been on e of

    the m ost enjoyable and f u l f i l ling ro les

    of their careers!

    Le t us know w hat you th ink o f

    the guides.

    We w ant your comm ents and

    thoughts about the Improvement

    Leaders Guides. Our aim is to keep

    improv ing them so le t us know w hat

    you th ink .

    how can we im prove the guides? Is

    there anything w e have lef t out?

    have you f oun d th em u seful? If so

    w hich guide in par t icular and w hich

    section?

    how have you used them? Can you

    tell us any stories?

    i f there w ere to b e other guides,

    w hat top ics shou ld they be on?

    have you visited the web site? How

    can we im prove it? is there any thing else you would

    l ike to te l l us abou t th e

    Improvement Leaders Guides

    Emai l us now on

    [email protected]

    A few addit ional thoughts

    The guid es are based o n current

    th ink ing and experience.

    Be aware th at th is is constant ly

    changing. Check updates on the

    Improvement Leaders Guides website,

    www.modern .nhs .uk / improvement

    guides w h ich w i ll be updated o f ten as

    we test out and learn f rom new

    techniques.

    Be aw are of your ow n exper ience.

    If this f ield is total ly new to you, plan

    how you can f ind ou t m ore th rough

    fur th er reading or developm ent

    courses. If you are m ore fam il iar w ith

    leading service imp rovem ents, can

    you share you r experiences and

    know ledge w i th o thers in your

    heal thcare communi ty and the

    w ider NHS?

    M ake con tac t w i th o thers w ho have

    improvement ski l ls.

    M any people in heal thcare have had

    tra in ing in th e improvem ent sk i lls

    contained in these guides. Their

    t ra in ing w i ll m ost l ike ly have been fo r

    a particular service such as primary

    care, derm atolo gy or cancer. M akecontact w i th them to fo rm a hea lth

    comm uni ty improvement ne tw ork to

    suppo rt and learn f rom each ot her.

    Try it for yourself.

    These guides dont represent the only

    w ay to do th ings, but th ey provide a

    good star t ing point . Create your own

    case stu dies and then share you r

    experiences.

    M easurem ent fo r im provem ent

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    M easurement for improvement M easurement for improvement

    8 w w w .m o dern .n h s.u k /im pro vem en tgu ides w w w .m o d ern .nh s.u k /im p ro vem en tg u id es 9

    The f irst st ep is to m easure w hat ever

    can be measured easily. This is OK asfar as it goes. The second step is to

    disregard th at w hich cant easi ly be

    measured or to give i t an arbitrary

    qu ant itat ive value. Th is is artif icial an d

    misleading. The third step is topresume that what can t be measured

    easily really isnt important. This is

    blindness. The fourth step is to say

    th at w hat can t easi ly be m easured

    really doesnt exist. This is suicide.Ch arles Hand y

    Conten ts

    1. Int rod uct ion

    2. M easurement fo r im provement

    3. W hat m easures to choose

    4. Presentin g you r dat a5. Act iv it ies to supp ort m easurement for im provement

    6. Frequent ly asked qu est ion s and answ ers

    7. Case study: Developing measurement for improvement

    8. Useful reading fo r mo re info rmat ion and ideas

    9. Glossary of t erms

    1. Int rodu ct ion

    You are about t o set of f on your journ ey of improvem ent . You h ave agreed

    your overal l aims and objectives and an outl ine project plan. You have

    contacted key stakeholders and got thei r supp ort . You m ay have produced

    your f i rst p rocess map and are beginning to real ly und erstand the w hole

    patient s jour ney. www.modern.nhs.uk/ improvementguides/process

    Before you d o anyth ing else, just t ake a l i t t le t ime to imagine yoursel f at t heend of you r journey:

    a long that jou rney, you w i ll have m ade many changes, ones wh ich w orked

    and some th a t d idn ' t !

    how w i ll you know w h ich a re the impo r tan t ones?

    how w i ll you know that th e changes you have made have resul ted in an

    imp roved service?

    If you did no t col lect th e r ight inform at ion to measure progress, you w i l l not

    have the evidence to b ack up your g ut f eeling th at th ing s have got bet ter.

    So how do you g o abou t col lect ing the evidence to dem onstrate the im pact

    you've had? How can you im press colleagues w i th g raphical representat ions

    o f imp rovement?

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    M easurement for improvement

    16 www.modern .nhs.uk / improvementgu ides www.modern .nhs.uk / improvementgu ides 1 7

    M easurement for improvement

    3.4 Establishing your baselineIt is very im portant that t he per iod you

    choose for your baseline is

    representative. In the f igure below, the

    DNA rate is very variable from month

    to m onth . Taking the w hole six m onth

    period, the average is just under 9%

    but i t had been as li t t le as 0% and as

    high as 20% . You w i ll get very var iable

    rates w hen the actual num bers

    involved are sm all .

    This graph show s the danger of

    making a measure for judgement .

    M easur ing a t m onth 1 and then a t

    month 5, i t would be easy to

    conclude, wron gly, that there had

    been a vast imp rovement in th e DNA

    rate.

    In an ideal wo rld, you n eed at least six

    points on the graph to make an

    assessment of th e baseline, and at

    least 2 4 to have any understanding ofthe variat ion in the system. But

    remember, this is in the ideal world

    dont use i t as an excuse to stop

    measur ing.

    0

    2

    4

    6

    8

    10Target num ber

    Actua l number

    Nov00

    Dec00

    Jan

    01

    Feb

    01

    M

    ar01

    Apr01

    M

    ay01

    Jun

    01

    Jul01

    Aug

    01

    Sep

    01

    Oct01

    Nov01

    Dec01

    Jan

    02

    Feb

    02

    M

    ar02

    Apr02

    M

    onth

    Num

    berofdays

    5 .64 .7

    0

    4 .23

    0 0 0 0

    3

    0

    50

    100

    150

    200

    Target number

    Actua l number

    Nov00

    Dec00

    Jan

    01

    Feb

    01

    M

    ar01

    Apr01

    M

    ay01

    Jun

    01

    Jul01

    Aug

    01

    Sep

    01

    Oct01

    Nov01

    Dec01

    Jan

    02

    Feb

    02

    M

    ar02

    Apr02

    130

    110 105103

    7 0

    42 42

    21

    7 7

    M

    onth

    Num

    berofdays

    Examp le DNA rates with large variat ion

    0

    5

    10

    15

    20

    25

    M o n t h

    Perce

    ntage

    1 2 3 4 5 6

    Average = 8 .7%Heart Failure A ccess Outp atients

    Case Stu dy: Echo cardiograph y Service in Londo n

    The team m easured the t ime in d ays f rom request ing echocardiography to

    th e t im e th e results are available for the cl inicians. There w as a great

    di f ference for inpat ients and o utp at ients. The team w orked hard and

    drastical ly reduced the delay for both groups of patients.

    Heart Failure A ccess Inpatients

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    M easurement for improvementM easurement for improvement

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    Preparation

    col lect a selection of run charts,

    some showing improvement , someshowing th ings get t ing worse, some

    show ing f luctuat ing resul ts , som e

    show ing targets a lready

    be ing m et and some w i th

    inadequate labels

    paper and pens for al l part icipants

    par t icipants wo rk in smal l groups of

    5-8, preferably on round tables in

    cabaret style each group has a selection of

    run char ts

    Instructions to part icipants

    consider each run chart in turn

    consider the fo l low ing qu est ions:

    is t h is ru n ch ar t d em o n st ra t in g

    improvement ? Yes or No

    w hat ar e t h e reaso n s f o r t h e

    improvement , or the reasons wh yno im provement is being

    demonstrated?

    ho w co u ld t h e ru n ch ar t b e

    improved?

    Learning point s

    the use of run char ts to show

    improvements

    the need to m easure over t im e the impac t o f the da ta on the

    run char ts

    the im portance of correct label ling

    on a run char t

    www.modern .nhs.uk / improvementgu ides 2 5

    M easurement for improvement

    W hy is this important?

    Som e of us take to th e idea of change

    more easi ly than others. Some l ike to

    develop ideas through activi t ies anddiscussions, w hile oth ers prefer t o

    have t ime to th ink b y them selves. W e

    are al l dif ferent and need to be valued

    for our d i f ferences. The Improvement

    Leaders Guide to M anaging the

    Hum an Dimensions of Ch ange gives

    ideas of h ow to ensure the best

    possib le ou tcome w hen w ork ing w i th

    di f ferent people.www.modern .nhs .uk /

    improvementguides/human

    5.1 The m essages of run charts

    Objective

    to improve the understanding of theuse of run char ts in measur ing fo r

    improvement

    Benefit

    easy to do, bu t you need to b e qui te

    c lear about the m easures and t he

    detai ls behind th e run char ts for

    discussion

    Time required

    30 minu tes

    24 www.modern .nhs.uk / improvementgu ides

    M easurement for improvement

    5. A ct ivi t ies to sup po rt m easurem ent f or

    improvement

    Befo re organising an y act ivi ty, consider th e fo l low ing:

    w ho is the aud ience?

    what is thei r pr ior knowledge?

    are the locat ion and t iming of the act ivi ty correct?

    recognise and value th at par t icipants w i ll w ant t o w orkand learn in di f f erent w ays. Try to provide info rm ation

    and act ivi t ies to suit al l learning preferences

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