Phase 1 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 Creating a Theory of Improvement in Phase 2, we recommend you complete the following four steps to ensure you get meaningful results. 

Are you ready to move on? 

You’re ready if you have: 



defined your problem clearly and crafted a problem statement


gained new insight and undertanding about the problem, identifying specific causes and underlying issues that you as a team have not explicitly focused on deeply before


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


generated a list of possible actions you predict will have influence on your problem