Phase 4 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.

As you begin Scaling and Spreading in Phase 5, we recommend you complete the steps below to ensure you get meaningful results.

Are you ready to move on? 

You’re ready if you have: 



created a driver diagram


completed a minimum of two PDSA tests and reflected on them using the Post-Test Reflection


completed the Choosing Measures for Improvement activity in Phase 4


identified a change idea that has led to success with students at the initial small scale