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Clinical Quality Improvement Kit

Improve care safely: clinical audit, PDSA cycles, incident reports, RCA2 reviews, local guidelines and SQUIRE 2.0 reports.

8 templates in 3 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Measurement and experiments

  1. Clinical Audit Report Template

    Standard

    Clinical audit report by the audit cycle: standards and targets, method, compliance % vs standards, action plan, re-audit

    Clinical audit cycle (HQIP guidance, UK); 42 CFR 482.21 QAPI (US); SQUIRE 2.0 (2016)

  2. PDSA Cycle Worksheet Template

    Standard

    One PDSA test of change: Model for Improvement aim and measures, driver diagram, plan with prediction, do, study, act, ramp of cycles, run chart with rules

    IHI Model for Improvement (Langley et al. 2009); run chart rules (Perla et al. 2011)

  3. KPI Scorecard Template (Balanced Scorecard)

    Standard

    Strategic objectives, KPIs in four balanced scorecard perspectives, baseline, target, progress and RAG, definitions, perspective summary, actions, trend

    Balanced scorecard (Kaplan and Norton, 1992)
Step 2

Learning

  1. Patient Safety Incident Report Template

    Standard

    Incident report and learning review: immediate actions, WHO ICPS classification and harm, family involvement, learning response, findings, safety actions

    WHO ICPS conceptual framework (2009); NHS PSIRF and US PSQIA 2005 as examples

  2. Root Cause Analysis and Action Template (RCA2, Patient Safety)

    Full

    Serious event RCA2 review: SAC prioritisation, blameworthy screen, team charter, chronology, causal statements, action hierarchy, measures, feedback

    RCA2 (NPSF 2015, version 2 January 2016)

  3. After-Action Review Template (AAR)

    Standard

    After-action review: objectives and intent, timeline, planned vs actual, causes, sustain and improve, SMART improvement plan, follow-up (TC 7-0.1, HSEEP AAR/IP)

    US Army TC 7-0.1 After Action Reviews (2025); FEMA HSEEP Doctrine (2020)
Step 3

Documentation

  1. Quality Improvement Report Template (SQUIRE 2.0)

    Full

    QI project report by the 18 SQUIRE 2.0 items: aim, context, driver diagram, measures, run chart, PDSA log, limitations, sustainability plan

    SQUIRE 2.0 (2016)

  2. Clinical Guideline and Care Pathway Template (AGREE II, GRADE)

    Full

    Local guideline or care pathway: scope and PICO questions, recommendations with GRADE strength, pathway, methods, audit criteria, AGREE II self-appraisal

    AGREE II (2009, manual updated 2017); GRADE