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Project selection follows these four steps (see Figure 3‐2):

1 Scan. Generate a list of project ideas. Review the VOC, VOS, and VOP if available. Review your clinical and operational metrics. Discuss ideas with leadership.

2 Select. Select 3 to 5 important issues. Identify your frontline staff’s “pain points” and areas of poor performance based on available information and data. Using the above information, develop a list of potential projects; add any other ideas you may have. Focus on problems of quality, safety, productivity, or cost.

3 Filter. Narrow the list. Get data (if available). What is the current performance? What is critical? What needs to be addressed? Screen your list with basic criteria outlined in the previous section. Sort any of those that do not meet the necessary criteria. Write a concise statement listing desired objectives.

4 Prioritize. Focus your choice. Evaluate and prioritize the remaining potential projects. Use the Project Selection Criteria or a Project Selection Matrix; Once you have selected a project, plan how you are going to get the necessary support and resources. Write a brief summary of the problem to validate the potential project.

FIGURE 3‐2 Project selection steps.

Be careful not to “bite off more than you can chew.” It is generally better to do two or three projects really well rather than to focus on the total number of projects completed. The goal of a QI initiative is not to do projects but to improve processes. Be patient – worthwhile QI projects take time to properly complete.

Once you have selected your QI project, you should have the following:

 A defined and agreed on aim/purpose that is related up and down the organization via metrics;

 A focused problem statement that is clear and easy to understand, and that accurately describes the gap in performance;

 A competent team leader and team members who want and have the motivation to improve; and

 An engaged leader with the authority and willingness to support the QI initiative.

See these requirements in the next chapters.