Overview of the 5 Phases
- Analysis Tool Selector
Shares six questions to help your team determine which analysis tool to use to analyze your problem.
- Activity: Fishbone Diagram
Work with your team to turn experiences and expertise into a visual map of the problem you are trying to tackle.
- Tool: Community Pulse
Provides guidance on how to “take the pulse” of a school community through short, targeted surveys.
- Tool: Empathy Mapping
Provides guidance on a technique for deeply understanding the problem from the perspective of a “user”—usually a student—and using the insights that come from it to drive your work.
- Tool: Problem Statement Readiness Check
Provides support for deciding when you are ready to transition from analyzing a problem to strategize for solutions, and for capturing key findings from your analysis for later use.
- Activity: Driver Diagram
Work with your team to map out a visual representation of your team’s theory for how you can create the improvement you want to see.
- Tool: Crafting an Aim Statement
Provides guidance on how to write and refine an aim statement, which will serve as a unifying goal of your team’s work.
- Tool: Revising Your Driver Diagram
Provides guidance on how to update your driver diagram to reflect your team’s learning and growing expertise.
- Activity: Introduction to PDSA Cycles
Work with your team to learn about and complete a PDSA form to prepare to test your first change idea.
- Activity: Debriefing a PDSA Test
Work with your team to reflect after testing a change idea.
- Tool: Change Idea Checklist
Provides a list of criteria that change ideas should meet in order to maximize your chances of running a successful test; for use before testing a new change idea.
Phase 4: Measuring Your Progress
Phase 4 will help your team identify the types of measurement and data that best inform and support your improvement work. It should be used after gaining experience running a few initial tests, unless your improvement project can’t proceed without defining measures first.
- Activity: Choosing Measures for Improvement
Turn your theory of improvement into a short list of potential measures that you could use to gauge your success over time, and ultimately make decisions about what kinds of evidence collection to prioritize.
- Tool: Data-Collection Planner
Provides advice on how to “backwards plan” from key check-in points in the year to ensure you have the evidence you need to make critical decisions.
Phase 5: Scaling and Sharing
This phase will help your team understand when and how to scale a successful change. It should be used after you have run two or more PDSA cycles and you have a change idea you are confident is ready to be tested across broader contexts.
- Activity: Scaling Pre-Mortem
Work with your team to preview the scaling process and anticipate potential challenges before they occur.
- Tool: “What Next?” Leadership Reflection
Provides support for navigating the nonlinear nature of improvement work by connecting common challenges and suggested next steps.
- Tool: Storytelling Toolkit
Provides guidance on turning the successes and insights from your work into a document or a narrative that can be used for sharing, spreading, and sustaining your success.