Resources

Road-resources

The QI Roadmap offers downloadable tools and resources to assist local health departments (LHDs) in cultivating a QI culture. All the resources presented throughout the QI Roadmap can be found in the searchable database below. Sort the resources by each foundational element of a QI culture, by the “Phases” in the QI Roadmap, or by the type of resource (e.g. template, training). Search for resources around a specific topic area (e.g. performance management, Aim Statement) by typing a keyword in the “Search” box below.

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NameDesciptionTypeFoundational ElementSourceResource
25 Frequently Asked Questions about Return on InvestmentIdeal for those learning about ROI, this article answers the most frequently asked questions.
ArticleQI InfrastructureROI Institute, Inc. Phase 4 Resources
ASQ Quality Tools WebsiteContains a list of useful quality tools, including tool descriptions, instructions for use, examples, and other materials for each tool. WebsiteCPIAmerican Society for QualityPhase 3 Resources
Aim Statement Development TemplateThis template guides through a series of questions to develop Aim statements for QI projects, defining what the project is intended to accomplish with short, intermediate, and long-term measures.
Template Continuous Process ImprovementMCPP Healthcare Consulting, Inc. Phase 3 Resources
All Systems GoPrior to selecting an information system or software for performance management, it is important to complete a requirements gathering process. This resource offers initial guidance on important considerations for selecting a system and an initial planning checklist.
GuideQI Infrastructure Public Health Informatics Institute, NACCHOPhase 3 Resources
American Society for Quality Certification As an agency gains more experience with QI, staff may need advanced training. ASQ offers 17 different certification exams that require varying levels of knowledge and experience. The "QI Associate" and "Quality Process Analyst" certifications are ideal for staff responsible for leading QI efforts.
TrainingEmployee EmpowermentAmerican Society for QualityPhase 3 Resources
Baldrige Self-Assessment ToolWhether adopting the Baldrige framework for performance management, use this self-assessment tool to evaluate your agency's processes, their impact on results, and progress toward agency goals and objectives. TemplateQI Infrastructure National Institutes of Standards and TechnologyPhase 1 Resources
Big City Health Department Population Indicator and Performance Measures LibraryThis resource is intended to provide a library of indicators and performance measures, categorized by common public health topic areas. Local health departments (LHDs) can use this library as one resource to find and identify common performance measures that may be adapted to an LHD's own performance management system.ExampleQI InfrastructureNACCHO Phase 3 Resources
Change ConceptsAn excerpt from the Improvement Guide, a list of change concepts that can jog thinking about how to select and plan QI projectsGuide CPI IHIPhase 3 Resources
Change Management for Effective QI: A PrimerThis article describes methods to manage the introduction of change through QI. LiteratureLeadershipAmerican Journal of Medical QualityPhase 1 Resources
Comparing Lean and QI methodologies WhitepaperThis whitepaper comparing the Lean approach to the IHI Model for Improvement compares the two, highlighting their similarities and differences and discussing ways that they can be combined to apply the strengths of each approach to QI.
Literature Leadership IHIPhase 4 Resources
Comparison of Change TheoriesThis article summarizes several change management theories and assumptions about the nature of change and shows leaders how successful change can be encouraged and facilitated for long term organizational success.
ArticleLeadership International Journal of Scholarly Academic Intellectual DiversityPhase 1 Resources
Competencies for Performance Improvement Professionals in Public HealthThe core competencies may help in creating developing job descriptions and performance objectives, conducting performance reviews and evaluations, creating workforce development and training plans, and in preparation for accreditation.GuideQI InfrastructurePublic Health FoundationPhase 3 Resources
Designing, deploying, and using a performance management system in public health: cultural transformation using the PDCA approachThis discussion of three different performance management system models offers important points for consideration when implementing a performance management system.LiteratureQI infrastructurePublic Health FoundationPhase 1 Resources
Economic Impact & Return on Investment: As Applied in Public HealthPresents ROI basics including terminology, formulas for calculating ROI, and an ROI Process Model.
PresentationQI InfrastructureNC Center for Public Health Quality Phase 5 Resources
Embracing Quality in Public Health: A Practioner's Performance Management Primer Online TrainingThis is a free, self-paced online training on performance management. It takes approximately 1 hour to complete and offers a certificate of completion that may serve as PHAB documentation for Domain 9. TrainingEmployee Empowerment, QI Infrastructure The Michigan Public Health InstitutePhase 2 Resources
Embracing Quality in Public Health: A Practioner's Quality Improvement GuidebookUse this guide to identify and understand science based QI models, strategies, and tools and educate staff on how to implement QI processes.
GuideEmployee EmpowermentMichigan Public Health Institute Phase 2 Resources
Escambia County Health Department QI Team Charter (July 2009)This example team charter displays Escambia County's approach to form a QI team/council. ExampleQI InfrastructureEscambia County Health DepartmentPhase 1 Resources
Example LHD Performance Management Documentation The following listing includes example performance management documentation from LHDS funded through the Accreditation Support Initiative. Sites were funded to work on topics ranging from community health improvement planning, accreditation preparation, workforce development, QI, performance management, and workforce development. For a complete listing of results from three rounds of ASI funding, please visit www.naccho.org/asi.Example DocumentationQI Infrastructure NACCHOPhase 3 Resources
Franklin County Health Department Performance Management Plan (2016-2020)An example Performance Management Plan from a PHAB accredited local health departmentExample DocumentationQI InfrastructurePhase 2 Resources
Franklin County Health Department QI Plan (2016)This example provides insight into how Franklin County approached the QI plan and may help serve as a general guide to developing a QI plan in another agency. ExampleQI InfrastructureFranklin County Health DepartmentPhase 2 Resources
Games for QI trainingDesigned for QI trainers and facilitators, this guide offers 21 games to teach QI concepts to staff using adult learning techniquest.Guide Teamwork, employee empowerment NQCPhase 3 Resources
Guide to Prioritization Techniques This document outlines five prioritization methods to select the top priority QI projects, including descriptions of each method as well as examples of how LHDs have used the methods.
Guide Continuous Process ImprovementNACCHOPhase 3 Resources
IHI "Science of Improvement on a Whiteboard" free video series"Just in time" training options covering the IHI model for improvement, and basic and advanced tools of quality. Trainings CQI IHIPhase 3 Resources
Implementing a Quality Improvement Plan"Implementing a Quality Improvement Plan" presentation from NACCHO (33:20)PresentationContinuous Process ImprovementNACCHOPhase 1 Resources
Intro to Performance Management guideThis guide from the Minnesota Department of Health is a good introduction to selecting performance measures, communcating about progress.GuideQI infrastructure MN DOHPhase 1 Resources
Intro to the PDSA cycleIntroductory video training to the PDSA cycle, good for employees who are brand new to QI.
Tool CQI IHIPhase 2 Resources
Introduction to QI PowerPointThis PowerPoint introduces the basics of QI to LHD staff. The content serves as a primer before delving into more in-depth information on how to use and apply QI in the agency.TrainingEmployee EmpowermentNACCHOPhase 1 Resources
Investigating changeBefore embarking on a major change, such as introducing QI into an agency, this discussion tool can help the planning process using 8 change parameters. ToolLeadershipPublic Health FoundationPhase 1 Resources
Juran on Leadership for Quality: An Executive HandbookIn this book, Juran provides leaders with specific, field-tested methods for building a QI program. It provides guidance on developing a QI Council, nominating and selecting QI projects, applying the Juran Trilogy to operations, and much more. Literature Leadership, QI InfrastructureJ.M. JuranPhase 2 Resources
Kane County Health Department QI PlanThis example provides insight into how Kane County approached the QI plan and may serve as a general guide to developing a QI plan in another agency.
ExampleQI InfrastructureKane County Health Department (IL)Phase 2 Resources
Lean six sigma powerpointA PowerPoint presentation from Tacoma/Pierce County comparing QI methods
Training Leadership phQIXPhase 2 Resources
Logic modelsA comprehensive guide to creating logic models with several examples of common public health related topics. Logic models are useful when creating meaningful performance metrics for a performance management system.
Website LeadershipMetrics for Health CommunitiesPhase 3 Resources
Los Angeles County Department of Public Health Quality Improvement Plan 2017An example QI plan from a PHAB accredited local health departmentExample DocumentationQI InfrastructureLos Angeles County Department of Public HealthPhase 2 Resources
MDH QI toolkitThe Minnesota Department of Health offers concise explanations of the most common QI tools used in public health. Each tools includes instructions for implementation and examples
WebsiteCQI MN DOHPhase 3 Resources
Maricopa CDPH QI Plan 2014-2017An example QI plan from a PHAB accredited local health departmentExample DocumentationQI InfrastructureMaricopa County Department of Public HealthPhase 2 Resources
Measuring Customer Satisfaction: Improving the experience of King County's customersGuidance on an implementation framework for managing customer satisfaction, a common design for measuring customer satisfaction across programs, strategies for making service delivery improvements, and tools and resources for measuring customer satisfaction.
GuideCustomer Service Office of the King County Executive, WAPhase 3 Resources
Measuring Customer Satisfaction: Nine Steps to SuccessOutlines a 9-step process for public health agencies to collect and apply meaningful customer satisfaction data.
Guide Customer Service Association of State & Territorial Health OfficialsPhase 2 Resources
Measuring Return on Investment in the Public SectorThis book shows how all types of public sector organizations are using ROI evaluation as a way to meet challenges and build accountability into specific programs, including training, education, human resources, and community development initiatives.
LiteratureQI InfrastructurePatricia P. Phillips, Jack J. Phillips Phase 4 Resources
NICHQ - Engaging Senior Leadership in Your Quality Improvement WorkLeadership commitment is critical to a culture of quality and should be attained as early as possible. This webinar presents strategies for engaging leadership in QI and compelling reasons for why QI is important.
Webinar Leadership PHQIX/NICHQPhase 1 Resources
Northern Kentucky Health Department Quality Improvement Policy (2012)An example QI policy from a PHAB accredited local health departmentExample DocumentationQI InfrastructureNorthern Kentucky Health DepartmentPhase 2 Resources
PDSA by spinning coinsA straightforward activity to teach importance of testing theories and collecting data in PDSA cycles.
Tool CQI, Employee Empowerment IHIPhase 3 Resources
PHF Performance Management toolkitThe PM toolkit is divided into approaches to performance management and performance management system framework components and resourcesWebsiteQI infrastructurePublic Health FoundationPhase 1 Resources
Performance Management ModuleNACCHO webinar on developing a performance management system PresentationQuality Improvement infrastructureNACCHOPhase 1 Resources
Performance and Outcomes Measures Data Description FormThis form outlines the key components and considerations in the performance measure development process.
TemplateQI InfrastructureMCPP Healthcare Consulting, Inc. Phase 3 Resources
Performance management webinarThe webinar includes presentations from two local health departments on their experience building, maintaining, and improving their performance management systems.  
Webinar QI infrastructure; Leadership TrainPhase 1 Resources
Project Screening Criteria for Selecting QI Projects This template guides QI leads through a series of questions to screen for and distinguish more effective agency programs and activities from those that may need to be revisited.
Guide Continuous Process Improvement MCPP Healthcare Consulting, Inc. Phase 4 Resources
Public Health Quality Improvement ExchangeThis centralized database of peer reviewed QI projects can assist LHDs in identifying effective interventions. Use this tool to search for QI projects by program or topic area, specific QI tool or technique, LHD size, PHAB domain, and more. WebsiteContinuous Process ImprovementRTI International, RWJFPhase 3 Resources
QI Plan TemplateIncluding the main components of a QI plan, complete this template as a general guide to developing an agency QI plan.
TemplateQI InfrastructureMCPP Healthcare Consulting, Inc. Phase 2 Resources
QI Project Return on Investment WorksheetThis blank worksheet outlines key variables when calculating ROI on QI projects, including projects costs, financial benefits, and intangible benefits.
TemplateQI InfrastructureNC Center for Public Health Quality Phase 5 Resources
QI Project Tracking SheetThis checklist lists out every key step in the Plan-Do-Study-Act (PDSA) process, allowing the user to track progress on a QI project. ToolContinuous Process ImprovementSedgwick County Health Department (KS)Phase 3 Resources
QI Storyboard Development GuideA storyboard is a one-page, graphic representation of a completed QI project and is a mechanism to share QI project results throughout the organization. This guide describes how to develop a storyboard. GuideTeamwork and CollaborationMulti-State Learning CollaborativePhase 3 Resources
QI Storyboard TemplateThis storyboard template is a one-page, graphic representation of a completed QI project. Storyboards are an effective way of communicating results of a QI project throughout the agency. They can be displayed on the walls, e-mailed to staff, included in an organization-wide newsletter, posted on the agency website, etc.
TemplateTeamwork and CollaborationRobert Wood Johnson FoundationPhase 3 Resources
QI in five video series "QI in five" series of just in time trainings
Trainings CQI Public Health Centers for ExcellenceGeneral Resources
Quality Improvement Plan Toolkit: Guidance & Resources to Assist State and Territorial Health Agencies in Developing a QI PlanProvides guidance around how to develop a QI plan that will meet Public Health Accreditation Board Standards.

Guide QI Infrastructure Association of State & Territorial Health OfficialsPhase 2 Resources
Quality Improvement Plans: A how-to guideThis 42-minute training from Minnesota Department of Health will delve into what is meant by a culture of quality and how to create a QI planWebinarQI infrastructureMN DOHPhase 2 Resources
Quality Management TemplateThis document defines roles and responsibilities related to quality for leaders in an agency, including executive staff, management, and the QI Council.
TemplateQI InfrastructureMCPP Healthcare Consulting, Inc. Phase 2 Resources
Root Cause AnalysisContains guidance on determining the root cause of a problemGuideCPIPublic Health FoundationPhase 3 Resources
SMART objectives presentation and handoutsThis 30-minute video is an introduction to writing good goals and smart objectives. This is a valuable skills for writing Aim statements in a QI project and objectives in agency plans (e.g. strategic plan)WebinarQI infrastructureMN DOHPhase 3 Resources
Santa Clara County Public Health Department Quality Improvement Plan (2016)An example QI plan from a PHAB accredited local health departmentExample DocumentationQI InfrastructureSanta Clara County Public Health DepartmentPhase 2 Resources
Sedgwick Co. Health Department QI Consultant RFPThis example Request for Proposals to engage a QI consultant to provide QI training to staff. LHDs can use this to understand criteria for selecting a QI consultant and view an example QI training plan and other activities to be implemented by a QI consultant. ExampleEmployee EmpowermentSedgwick County Health DepartmentPhase 1 Resources
Sedgwick Co. Health Department QI Policy Adopting a QI policy can help to formalize QI in the organization and establish accountability for QI in the agency. ExampleLeadershipSedgwick County Health DepartmentPhase 4 Resources
Sedgwick County Health Department QI PlanThis example provides insight into how Sedgwick County approached the QI plan and may help serve as a general guide to developing a QI plan in another agency.
ExampleQI InfrastructureSedgwick County Health Department (KS)Phase 2 Resources
Selecting QI team membersThis brief guide offers some qualities to look for when selecting members of a QI teamGuide TeamworkPublic Health FoundationPhase 3 Resources
Standardized Performance Measures for the National Public Health Improvement InitiativeThis guide to performance measurement includes standardized performance measures for assessing efficiency and effectiveness resulting from performance and quality improvement initiatives.
GuideQI InfrastructureCenters for Disease Control and Prevention Phase 3 Resources
Step-by-step QI guideA step-by-step interactive guide to QI projects
Guide/Website CPI PHIPPhase 2 Resources
Sustaining a Continuous QI Culture: Organizational SurveyA tool for leaders to assess the current culture of quality in an agency and the readiness and willingness of staff to embrace QI. Results can be used to inform strategies for both the people and process sides of change.
TemplateQI InfrastructureAssociation of Public Health Laboratories Phase 1 Resources
Switch: How to Change When Change is HardFor leaders initiating transformational change, this book provides insight into concepts of change management useful for moving toward a culture of quality.
LiteratureLeadershipChip Heath, Dan Heath Phase 1 Resources
Tacoma-Pierce County Employee Development and Performance Review Tool Leaders can increase accountability around QI by incorporating QI into position descriptions and the performance-appraisal process. This example performance appraisal tool shows how Tacoma-Pierce incorporates QI competencies. ExampleEmployee EmpowermentTacoma-Pierce County Health Department Phase 5 Resources
Tacoma-Pierce County Health Department QI Plan (2017)This example provides insight into how Tacoma-Pierce County approached the QI plan and may serve as a general guide to developing a QI plan in another agency.
ExampleQI InfrastructureTacoma-Pierce County Health Department (WA)Phase 2 Resources
Team Charter TemplateThis template will help outline the mission, targeted goals and objectives, and team member roles and responsibilities for any team including a Quality Council and QI project teams. A team charter helps to clarify the mission of a team and helps the members stay on task.
TemplateTeamworkJohn MoranPhase 2 Resources
Team Charter TemplateThis template will help outline the mission, targeted goals and objectives, and team member roles and responsibilities for any team including a Quality Council and QI project teams. A team charter helps to clarify the mission of a team and helps the members stay on task.
Template Continuous Process Improvement, TeamworkJohn Moran Phase 3 Resources
Team Chartering TemplateThis template will help outline the mission, targeted goals and objectives, and team member roles and responsibilities for any team including a Quality Council and QI project teams. A team charter helps to clarify the mission of a team and helps the members stay on task.
TemplateQI InfrastructureJohn Moran Phase 1 Resources
Team Process Review ChecklistQI project team leaders should use this checklist to identify essential considerations during the initation and life cycle of a QI project team.
TemplateTeamworkJohn MoranPhase 2 Resources
The ABCs of PDCAThis article provides an overview of the PDCA cycle for QI including what to consider when starting a QI project and the basic elements in each phase of the cycle.
Article Continuous Process ImprovementGrace Gorenflo and Jack Moran Phase 1 Resources
The Performance Based Management Handbook: Analyzing, Reviewing, and Reporting Performance DataOffers guidance on analyzing data and prepares management to review, make informed decisions, and report to stakeholders performance information collected during the performance management cycle.
GuideQI InfrastructureU.S. Dept. of Energy Phase 4 Resources
The Performance Based Management Handbook: Collecting Data to Assess PerformanceOffers a systematic approach to the process involved in data collection, from identification of data needs, to the selection of data collection methodologies, to measuring performance.
GuideQI InfrastructureU.S. Dept. of Energy Phase 3 Resources
The Performance Based Management Handbook: Establishing an Integrated Performance Measurement SystemDetailed guidance on performance measurement, including the importance of performance measurement, how to link performance measurement to the strategic plan, various performance measurement frameworks, and developing performance measures.
GuideQI InfrastructureU.S. Dept. of Energy Phase 3 Resources
The Performance Based Management Handbook: Establishing and Maintaining a Performance-Based Management ProgramDetailed guidance on every step in the process of initiating a performance mangagement system.
GuideQI InfrastructureU.S. Dept. of Energy Phase 2 Resources
The Public Health Memory Jogger IIThis QI pocket-guide provides step-by-step instructions on using 22 of the most common QI tools and techniques, along with real-life public health examples of application. GuideContinuous Process Improvement, Employee EmpowermentPublic Health Foundation, GOAL/QPCPhase 2 Resources
The Quality Management Forum, Winter 2010 IssueThis article provides an introduction to QI in public health, describing various levels of QI (macro, micro, and individual) and detailing applicable QI techniques for public health practice. Literature Employee Empowerment, LeadershipThe Quality Management ForumPhase 1 Resources
The ROI Institute, Inc. ROI Institute is a service-driven organization which assists organizations in improving their programs and processes through the use of the ROI Methodology. Visit this website to find ROI tools, resources, publications, and other consultation services. WebsiteQI InfrastructureROI Institute, Inc. Phase 4 Resources
The Return on Investment on Measuring Return on Investment in Prevention Improvement EffortsThis publication presents key talking points around ROI and communicating the benefits.
Fact SheetQI InfrastructureNC Center for Public Health Quality Phase 4 Resources
Turning Point Performance Management Self-Assessment ToolA tool for assessing what components of a performance management system an agency has in place and what it needs to develop.
TemplateQI InfrastructureTurning Point Performance Management National Excellence Collaborative Phase 1 Resources
Turning Point: Performance Management Project and Publications Provides a wealth of performance management related literature, health department examples, and tools.
Website QI Infrastructure Public Health FoundationPhase 1 Resources
Utilizing the Advanced Tools of QI to Leverage the Power and Reach of Public HealthThe article discusses the advanced tools of QI and how they interact with and support the PDCA process. It specifically highlights the Affinitiy Diagram and Interrelationship Diagraph, providing step-by-step instructions along with examples of how they were applied.
ArticleContinuous Process Improvement Ron Bialek, Louise Kent, John Moran Phase 4 Resources
Web training from NY StateSeveral free web trainings on PM and QI
Webinar Employee empowermentTrainGeneral Resources