Phase 2 Orientation:
Self-Assess to Stay on Target

Improvement science moves through several distinct phases. While the process is not always linear, often shifting back and forth between phases as your learning evolves and sparks new questions, identifying where you are within the work is critical to taking effective action.

Before you begin Testing Changes in Phase 3, we recommend you complete the following steps to ensure you get meaningful results. 

Are you ready to move on? 

You’re ready if you have: 



completed the Problem Statement Readiness Check to consolidate your thinking around the factors affecting your problem (from Phase 1)


captured your team's working theory of improvement in a driver diagram (from Phase 2)


identified several potential change ideas from your driver diagram as places to start testing, which should have the potential to be high impact and should be accessible to your team's daily work