1. SFHN Quality Academy 2017: Title
Team Member Names
Background
Activities - Analysis
Results/Impact
Current Conditions
Further Analysis/Lessons Learned
Activities - PDSAs/Countermeasures
Cause/Barrier
Countermeasures
Who?
When?
Problem Statement
Follow Up
Cause/Barrier
Further Actions
Who?
When?
Targets/Goals

2. Diagram Photos Charts Process Map SFHN Quality Academy 2017: Title
Team Member Names
Background
Activities - Analysis
Results/Impact
Summarize your impact on the problem. Did you achieve goal?
Include charts, annotations, results from PDSAs
Tips for Background: What are you talking about and why now?
[See Session 2 Exercise]
Internal: Link to org’s True North, mission, vision, values, strategy?
External: Link external forces (policy, regulatory, community, etc)?
What is the operational, business or historical context?
What did your team do to understand the problem, breaking it up into smaller problems or root causes?
Consider including fishbone diagram, 5 Why tree diagram, gemba observations, and data that stratifies or identifies top contributors in the form of pareto charts.
[See Academy Session 3]
Current Conditions
Photos
Charts
Diagram
Tips for Current Conditions: Where do things stand today?
What is the current process? Data that you have a problem?
Visualize and specify data with charts/graphs/maps
Clearly define “the real problem,” and its scale and impact
[See Academy Session 2]
Further Analysis/Lessons Learned
How have you further analyzed your problem? Lessons learned?
How have you stratified the problem into relevant groups?
What top contributors/causes need addressing now (5 Whys)?
Activities - PDSAs/Countermeasures
Process Map
What did your team do to test change, linked to the specific root causes you identified in your analysis of the problem?
What is your team’s story? Include activities from academy sessions, meetings, and from the gemba
Consider including timelines, data, diagrams (e.g. process maps, fishbone diagrams), images, examples, etc
Include examples of PDSAs, tools, interventions, etc
Option: Include a table to summarize countermeasures implemented
Problem Statement
One, specific summary sentence, with measurable baseline, clear Impact on organization, and not countermeasure in disguise
[See Academy Session 2]
Follow Up
Further Actions
Who?
When?
What adjustments or changes need to be tested to address the top contributors or stratified groups you have identified?
What will you do to ensure follow-up, continuous improvement, sustainability?
Cause/Barrier
Countermeasures
Who?
When?
Targets/Goals
Specific, measurable, achievable, relevant, time bound targets
May include process metrics in addition to outcome metrics
[See Academy Session 2]

3. SFHN Quality Academy 2017: Title
Team Member Names
Background
Activities - Analysis
Results/Impact
Current Conditions
Further Analysis/Lessons Learned
Activities - PDSAs/Countermeasures
Cause/Barrier
Countermeasures
Who?
When?
Problem Statement
Follow Up
Cause/Barrier
Further Actions
Who?
When?
Targets/Goals