Applied Measurement and Variation Workshop

Program overview

This workshop will give participants practical experience with the key tools for understanding safety and quality data. The session will be interactive where participants will teach and learn from each other. They will also need to bring a laptop (with QI Macros loaded) to enable them to practice graphing data in Excel.

Learning objectives

At the end of the workshop, participants will be able to:

  • Select appropriate data collection tools for examining data for improvement
  • Create charts using Excel and/or statistical process control software
  • Analyse the charts in terms of improvement approach.

Learning pathway

This workshop will build on the knowledge learnt at;

  • CEC monthly Webinar/PEXIP Virtual Education Offering on Measurement for Improvement: Run Charts, Pareto Charts & Histograms.
  • CEC Improvement Science two day Workshop
  • CEC Introduction to Measurement for Improvement one day Workshop

Dates of program

The program is typically offered four times per year. For workshop dates, please view the CEC's Upcoming Events page

Program capacity

20 participants

Mode of delivery and duration

Face to Face from 9am until 4:30pm – see hour by hour program below.

Pre-requisite

To have completed at least one of these education offerings:

  1. Listen to 1 hour PEXIP / Webinar (CEC Virtual Education Offering) on "Introduction Measurment for Improvement: Run & Pareto Charts and Histograms." See CEC Website Events page for dates/times of this 1 hour WebEx
  2. CEC Improvement Science 2 day Workshop
  3. CEC Introduction to Measurement for Improvement 1 day Workshop

Pre-reading

It is recommended that participants refresh their understanding of the Quality Tools on the CEC Quality Improvement Academy Website, in particular:

OPTIONAL: Also consider listening to the short video series on Improvement Science to understand the context and importance of measurement in quality improvement. Videos on the CEC YouTube Channel here. Or these videos can be viewed via HETI My Health Learning – Course name: Improvement Science – HETI Course Code: 161814499 (best via Chrome)

Useful videos

It would also be advantageous to view these IHI videos prior to the workshop:

Pre-Workshop Homework (basic chart development in Excel): Before the workshop we expect you to have completed some pre-workshop charts in Excel. The data for these charts is contained in this Excel Spreadsheet download. Please create these charts in Excel and bring this completed file with you to the workshop (on USB).

Use the data in the attached Excel file to make:

  • 2 Run charts
  • 1 Histogram
  • 1 Pareto chart

Software

Software that enables the creation of Statistical Process Control (SPC) charts is essential for utilising skills learnt in this program. There are many software options available at varying levels of sophistication and pricing.

The Clinical Excellence Commission does not endorse or support any particular software. Appendix 6 of the Health Care Data Guide (2011) by Provost and Murray provides a list of characteristics to consider when Purchasing SPC Software.

Program participants' organisations may already have selected a preferred software choice and be able to provide licences. It is required that participants have a commitment from their organisation to purchase or provide a licence for the participant for SPC software prior to commencing the workshop.

At the workshop itself, QI Macros, an add‐in to Excel designed for use by non‐statisticians, will be required to be installed, even if the participants are using other software in their organisations. This will facilitate a focus on the creation and understanding of charts rather than differences in technology.

Excel skills

In order to maximise learning from the practical sessions at the workshop, it is essential that participants have appropriate skills in using Excel. In particular, participants should be able to:

  • Prepare data (clean, format and arrange data for analysis)
  • Click and select continuous and non–continuous cells
  • Utilise formulas to analysis data (such as =SUM(), =SUMIF(), =COUNT(), =COUNTIF(), =COUNTIFS(), addition, subtraction, multiplication, division)
  • Copy and paste formulas, data (including how to 'fix' cells included within the formula)
  • Transpose rows to columns and vice versa

Resources to learn these skills are readily available by searching the internet. CEC also has a simple Excel file with examples of these formulas. It is a good idea to bring an EXTERNAL mouse as there will be a lot of cutting and pasting.

Laptop

Participants are to bring along a laptop (and power cord) to work from and install two (2) simple software prior to the workshop (if using a work Laptop please see your work IT Administrator to install the QI Macros software).

1. Install on your Laptop Excel Data Analysis Tool-Pak

Excel has functions which enable creation of many of the most common charts for examining data for improvement. Some of these require activation of the Data Analysis add‐in available in the program:

a. Open Excel, go to 'File' – then 'Options'
b. Select 'Add‐ins' on the left
c. At the bottom of the window at 'Manage', make sure 'Excel add‐ins' is selected, click 'Go'
d. Tick "Analysis tool‐pak" and click 'OK'
e. You will now have a new set of tools available under the Data tab in Excel: Data Analysis (enable add in)

2. Install on your Laptop QI Macros

QI Macros software is needed to run some charts at the session:

a. Access a free 30‐day trial (make sure this will not expire before the session!). You will need an administrator to install it for you if you are using a work laptop.
b. You need to ensure that the correct control chart rules are applied – those used by the Institute for Healthcare Improvement (IHI): go to 'QI Macros' tab, select 'Control Charts (SPC)' then 'Control Chart' rules and then 'Healthcare‐IHI'
c. Once installed, the tools are available on the QI Macros tab. You should check that this tab is visible BEFORE the workshop. Troubleshooting for different versions of Excel is available online.

Data

Learning about measurement and variation is stronger when participants are able to apply skills to their own data. Participants are encouraged to bring along real data relating to their organisation and/or their own work. This should include at least one set of data over time – this may be incidents, waiting times, budgets, audit results, by day, week, month, quarter (aim for at least 12 separate data points). If you have denominator data (occupied bed days, number of surgeries, etc) bring those too.

Evaluation of program

Participants will be asked to give feedback at the conclusion of the program via a short survey. It is an expectation that all participants complete the course evaluation survey. Participants will also be expected to complete a Pre-Post knowledge questionnaire.

Assessment

It is expected that participants will participate fully in the practical sessions and be fully engaged.

CEC Certificate

Certificates will be issued to participants who complete the program.

CPD points

Participation in this program will qualify participants for continuing professional development hours, as required by their respective National Board.

Cost

  • Free for NSW Health Staff
  • Non-NSW Health staff $660

How to register

Go to the CEC Events Calendar, select your workshop date and complete the registration form.

Checklist for participants

  • Register before close date
  • Complete all pre-reading and watch all videos
  • Load software onto laptop a few days prior to workshop and test the software
  • Do Pre-workshop Charts (bring completed charts on USB)
  • On day of workshop bring: Laptop (with QI Macros loaded), power cord, mouse, pen & paper and USB of Excel homework.

Teaching faculty

Program contact

Name: Wendy Jamieson
Position: Senior Manager, CEC Quality Improvement Academy
Email: wendy.jamieson@health.nsw.gov.au
Phone: 0434 078 026

Information from the following resources and websites were used to create this workshop:

  1. Lloyd Provost & Sandra Murray, "The Health Care Data Guide - Learning from Data for Improvement", Published 2011 by Jossey-Bass, USA.
  2. Langley G, Moen R, Nolan K, Nolan T, Norman C, Provost L, "The Improvement Guide, A Practical approach to Enhancing Organisational Performance",  2nd Edition. Published 2009 Jossey-Bass, USA.
  3. Neviene Torki, "Statistical Techniques - Process Improvement - The Link", Published 1992.
  4. David Moore & George McCabe, "Introduction to the Practice of Statistics" - Second Edition,  Published 1993.
  5. Institute for Healthcare Improvement www.ihi.org – particularly resources from the IHI Improvement Advisor Program (Wave 53 in 2018).
  6. NSW Health GEM Workstar – Clinical Practice Improvement module.
  7. Clinical support systems program - What is clinical practice improvement?  By R. M. Wilson and B. T. Harrison from QaRNS, Royal North Shore Hospital, Sydney, New South Wales, Australia.  Internal Medicine Journal 2002; 32: pages 460–464.
  8. Dr Brent James – Clinical Practice Improvement Program  (slides from 2000 program run by NSW Health Department).
  9. Easy Guide to Clinical Practice Improvement – A guide for healthcare professionals - NSW Health Department (published October 2002).
  10. CEC Clinician's Guide to Quality & Safety published by the Clinical Excellence Commission in 2016.
  11. CEC Masters Clinician's Guide to Quality & Safety published by the Clinical Excellence Commission in 2018.
  12. CEC QARS & QIDS programs
  13. UK Healthcare Quality Improvement Partnership (HQIP) website - What is clinical audit?
  14. UK Clinical Audit Support Centre
  15. Healthcare Improvement Scotland website – ihub
  16. Clinical Excellence Commission QI Academy web site