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Service Redesign Resource

Useful Tools, Resources and Information

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Note: The links to external websites and resources are provided for information only. Their use does not imply endorsement by the Management Innovation Council. See full disclaimer

A

Action Research

new icon Southern Cross University’s action research site

Additional Tools

Gantt charts

A horizontal bar chart that graphically illustrates a project schedule.  It can show start and finish points, elements of a project, the people involved etc.  The chart can be shaded as tasks are completed.

Gantt Charts - overview
- American Society for Quality

PDSA cycles

Plan Do Study Act cycles.  These allow you to make changes in small steps, measure the steps to see that they are leading to an improvement and then make further changes.

Project Planning and Implementing Tools
- American Society for Quality

Testing Changes
- Institute for Healthcare Improvement

The Improvement Model
- Texas Association of Community Health Centers (TACHC)

Analyse

The UK’s Joint Information Systems Committee (JISC) has a mission to provide world-class leadership in the innovative use of information and communications technology to support education and research.  The JISC infokits are excellent resources that have been used throughout this resource page.  The infokits contain a range of diagnostic and analysis tools below that may be useful in analysing your current situation.  This link goes to their tools and techniques home page:

JISC analytical tools and templates

Analytical tools and templates overview
- JISC infonet UK

The links below go to some of the individual tools:

Assumption surface testing

Encourages challenging assumptions that underpin many of the choices and decisions that can impact on redesign work.

new icon Assumption surface testing overview
- JISC infonet UK

Backward planning

An analytical tool from JISC that helps get people thinking differently about how to get where they want to be.

new icon Backward planning overview
- JISC infonet UK

Benchmarking

This JISC page explains the concept of benchmarking and has links to some useful benchmarking tools.

new icon Benchmarking overview
- JISC infonet UK

Clarimission

Outlines the benefits and characteristics of a change management mission statement.  Another useful link from JISC

new icon Clarimission overview
- JISC infonet UK

Clariscope

A decision-making tool that helps clarify a project’s scope

new icon Clariscope overview
- JISC infonet UK

Five whys

A systematic questioning technique that involves asking “Why” at least five times to get to the real cause of a problem.

5 Whys overview
- JISC Infonet UK

Lewin’s Force Field Analysis

Assists with an analysis of the forces that exist in your environment that are promoting a push for change as opposed to the forces that are working to maintain things the way they are.

Force Field Analysis overview
- JISC Infonet UK

Force Field Analysis explanation and uses
- 12Manage

PESTLE analysis

Encourages an analysis of factors affecting the organisation that come from the external environment – usually done prior to a SWOT analysis.

PESTLE and SWOT Analyses
- JISC Infonet UK

Prioritisation matrix                                  

A tool for setting priorities for change management projects

new icon Prioritisation matrix overview
- JISC infonet UK

Seven Ss

A model for looking at your organisation/unit/dept etc as a whole and determining the skills and resources that exist within the unit to allow you to achieve your purpose.

7S Model - an overview of the model
- JISC Infonet - UK

7-S Framework description, history and meaning
- 12Manage

SWOT analysis

Facilitates thinking about an organisation’s strengths, weaknesses, opportunities and threats.

SWOT analysis - method and examples, with free SWOT template
- Businessballs

SWOT analysis - definition, analyses, profile and limitations
- NetMBA Business Knowledge Center

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B

Business Cases

These papers describes the Who, What, When, Why and How of writing business cases

new icon What is a business case?
- Prosci Reengineering Learning Centre

new icon How to write and appraise a business case
- British Medical Journal

Business Process Reengineering

This is a customer driven process redesign approach that tends to involve radical, large scale change with the aim of achieving dramatic improvements.

Business Process Reengineering (BPR)
- 12Manage - Management Methods and Communities of Interest

Business Process Reengineering method
- Value Based Management

new icon Practical application of Business Process Re-engineering principles in a mental health setting
- BNet

The Better Skills, Best Care Workforce design strategy website has information about workshops and projects that are being run as a part of the strategy to address workforce redesign issues in the Victorian health system.  This site also has a range of tools and resources that are useful for workforce and other redesign projects.

new icon Better Skills, Best Care

- Victorian Government Department of Human Services

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C

Clinical Governance

This paper was developed by the Victorian Quality Council to advise clinicians on their role in clinical governance and to highlight the importance of clinical leadership in implementing safety and quality improvement programs.

new icon Developing the clinical leadership role in clinical governance: A guide for clinicians and health services
Victorian Quality Council

Consumer participation

The Health Issues Centre is a not for profit organisation that promotes consumer perspectives in the Australian Health System

new icon Health Issues Centre

This resource from the Victorian Quality Council lists consumer organisations that are interested in working with health services to improve the quality and safety of health care

new icon Finding consumers and carers: A guide to sourcing consumer, carer and community members for collaborative health service improvement
- Victorian Quality Council

This paper explores the roles of consumers and health care organisations in achieving consumer collaboration in safety and quality improvement

new icon Enabling the consumer role in clinical governance
- Victorian Quality Council

This toolkit is designed to help hospitals and units within hospitals to assess commitment to and capacity for consumer (patient) care and community participation.

new icon Consumer and community participation self-assessment tool for hospitals (PDF file, 307kb)
National resource centre for consumer participation in Health

Developed to assist WA Health and professionals working in the health system to implement meaningful and effective consumer, carer and community engagement strategies. The Health Consumer, Carer and Community Engagement Framework covers engagement at four levels: individual patient interaction; department, program or service level; area health level; and WA Health level. A number of tools aimed at helping services implement the framework are included.

new icon WA Health Consumer, Carer and Community Engagement Framework (PDF file, 394kb)
- WA Health

This kit contains checklists, planning tools, resources, templates and case examples to assist health services plan and implement community participation activities.

new icon Consumer and Community Participation Toolkit (PDF file, 1.22mb)
- Health Issues Centre

Improvement Leaders' Guide - Involving Patients and Carers - General improvement skills (PDF File 1.14B)
- NHS - UK

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D

Data

Analysing data

Analysing data – This is a short and easy guide to simple quantitative and qualitative data analysis for non-statisticians

new icon Analysing data guide
- Planning and evaluation resource centre

The Victorian Quality Council provides an introduction to the role of data in quality improvement and helps members of health care teams understand the basic concepts and tools required to utilise data for quality improvement activities.

new icon A guide to using data for health care quality improvement
- Victorian Quality Council

Data collection tools

Data Collection Tools and Methods and Collecting Data
- Planning and Evaluation Resource Centre

Building a Data Collection Plan
- Six Sigma

DeBono’s Six thinking hats

Provides a structured guide to facilitate thinking about a problem from a range of different ways.

Six Thinking Hats
- Learners Link

new icon Six Thinking Hats
- Mind Tools

new icon Six Thinking Hats
- Sylvie Labelle

The following abstract describes the use of a game involving the six thinking hats to stimulate reflection and critical thinking in a palliative care setting.

new iconUsing Edward de Bono's six hats game to aid critical thinking and reflection in palliative care
- International Journal of Palliative Nursing

Define the Process

The NHS's Big Wizard Toolkit contains a set of tools that can be used in process redesign. Tool 1 is a process definition tool.

NHS Modernisation Agency - Demand Management Group
MS Word icon gif Improvement Tools Version 1.2 - 11 September 2002 (DOC file, 410KB)

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E

Evaluation

Evaluation cycle

Evaluation Cycle
- National resource Centre for Consumer Participation in health

Program Planning and Evaluation Cycle
- Planning and Evaluation Resource Center

Evaluation tools

Center for Education Integrating Science, Mathematics and Computing (CEISMC)
- Georgia Tech's College of Sciences

Program logic

Program Logic - An Introduction
- Audience Dialogue

Improvement leader's guide

Improvement Leaders' Guides: General Improvement Skills
- NHS Institute for Innovation and Improvement

Evidence based decision-making

A resource from Monash University that outlines the principles of adopting an evidence-based approach to organisational change:

new icon Using evidence in decision-making
- Monash University

Examples of improvement outcomes

Improvement outcomes in the Australian health system

Redesigning care - Flinders Medical Centre, South Australia
The Redesigning Care program was initiated at Flinders Medical Centre (FMC) during the winter of 2003. The main aim was to address the increasing demand for emergency services and elective surgery in the hospital.

FMC soon became one of the first hospitals in Australia to use lean thinking to redesign hospital processes across the whole spectrum of clinical care.

The following article reports on a system-wide redesign for unplanned hospital attendances in over 60 hospitals in NSW.

new icon Clinical process redesign for unplanned arrivals in hospitals from the eMJA

- eMJA

Reports on results in redesign of surgery undertaken by the Area Health Services in 96 NSW hospitals.

new icon Applying clinical process redesign methods to planned arrivals in New South Wales hospitals.
- eMJA

Using “lean thinking” has enabled the Flinders Medical Centre to provide safer and more accessible care during a period of growth in demand.

new icon Redesigning care at the Flinders Medical Centre: clinical process redesign

- eMJA

 Victorian initiatives

The Redesigning hospital care program in Victoria presents the framework for a four-year statewide initiative that will deliver significant health service improvements through applying process redesign methodologies in Victorian public hospitals.

new icon Redesigning hospital care program in Victoria
- Victorian Government Department of Human Services

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F

Fishbone diagram

Another visual representation of a problem.  It helps to get teams thinking about the many possible causes of a problem rather than focusing too quickly on only a limited number of possible causes.

Fish Diagram - Description, When to use and Procedure
- American Society for Quality

Forming Effective Teams

Forming the Team
- Institute for Healthcare Improvement

PDF icon gif Belbin Team Role Summary Table (PDF file, 21KB)
This well-known team roles model was developed by Meredith Belbin and identifies a range of different characteristics of team members

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I

Improvement leaders guides

Improvement Leaders' Guides: General Improvement Skills
- NHS Institute for Innovation and Improvement

Implementation

JISC Infonet - Implementing Process Redesign
- JISC Infonet

Improvement measures

Measures - differences between measurement for improvement and measurement for research
- Institute for Healthcare Improvement

 

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K

Kaizen

Kaizen is about adopting a continuous, incremental approach to improving processes rather than one off, dramatic changes.

Kaizen Definitions and Methodology
- 12Manage

Kaizen Overview
- JISC Infonet - UK

L

Lean

Lean Thinking is a process improvement methodology developed in the manufacturing industry by Toyota.  It has now been widely applied in the health industry.  It focuses on reducing waste and improving process flow. Flinders Medical Centre in South Australia has implemented a wide range of process redesign initiatives using Lean Thinking. Lean methodology has also been used widely in the UK National Health Service.

The Australasian Lean Healthcare Network was formed in 2007.  Its managers include some of the leading Lean practitioners in the Australian Healthcare system

new icon Australasian Lean Healthcare Network


The following paper gives examples of Lean thinking applied in healthcare settings

new icon Going Lean in Health care

- Institute for Healthcare Improvement

Lean Thinking - Useful Links
- NHS Networks - UK

What is LEAN?
- Lean Enterprise Institute

Lean Six Sigma

This approach combines the precise, statistical and measurement elements of Six Sigma with the concepts of improving flow and reducing waste that underpin the Lean approach.

This paper gives an example of how one hospital used Lean Six Sigma principles to improve the efficiency of their discharge processes.

new icon Creating a Lean Six Sigma hospital discharge process
- Six Sigma Healthcare

This paper explains Lean thinking, Six Sigma and Lean Six Sigma.  It explains how Lean Six Sigma can be applied in health care and gives a range of examples of its application in one hospital.

new icon Lean six sigma in healthcare
- National Association for Healthcare Quality

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M

Mapping

Process Mapping

Process mapping helps enhance understanding and documenting how a process works.

PDF icon gif Improvement Leaders’ Guide - Process mapping, analysis and redesign - General improvement skills (PDF file, 217kb)
- NHS - UK

new icon Process mapping – a guide for health service staff
- Victorian Quality Council

What is Process Mapping?
- Iowa State Universities

Flow charts

Flow charts are tools that can help with process mapping.

Tool 2 of The Big Wizard toolkit is a simple flow charting tool.

MS Word icon gif Improvement Tools Version 1.2 - 11 September 2002 (DOC file, 410kb)
- HS Modernisation Agency - Demand Management Group

Flow Chart - Description, When to use and Procedure
- American Society for Quality

Value Stream Mapping

At Flinders Medical Centre in South Australia, as a part of its Redesigning Care project, Value Stream Mapping has been used to look at current processes and define future, improved processes.

PDF icon gif Redesigning Care Fact Sheet (PDF file, 96KB)
- Flinders Medical Centre - S.A

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O

Organisational Development

A long term effort aimed at improving organisational effectiveness with an emphasis on management of organisational culture.  It is underpinned by behaviour theories such as action research.

Organisational Development - overview
- JISC Infonet - UK

Organisational Development - definition
- Human Synergistics International

Organisational Development - an explanation
- Welsh Local Government Association (WLGA)

Clinical Governance in Primary Care
This article from the British Medical Journal outlines how Organisational Development has been applied to the effective establishment of clinical governance in a primary health care setting.
- BMJ Group

P

Pareto charts

The Pareto principle or 80/20 rule states that 80% of problems usually arise from 20%of causes.  In a Pareto chart, data is arranged so that the 20% of factors causing most of the problems are revealed. Pareto charts can be used to display numbers, dollars, time, severity, perceptions among other things.

Pareto Chart - Description, When to use and Procedure
- American Society for Quality

Process Improvement

new icon Handbook for basic process improvement
- Centre for Strategic Leadership Studies

Process Redesign Objectives

MS Word icon gif Improvement Tools Version 1.2 - 11 September 2002 (DOC file, 410k)
- HS Modernisation Agency - Demand Management Group's Big Wizard Toolkit. Tools 3 and 4 assist with setting process redesign objectives.

Process review

Process review kit for education
A detailed process review kit developed for the education sector
- JISC Infonet

Project Management tools

Project Management Information kit
- JISC Infonet

PDF icon VHSMIC project planning kit (pdf, 130k)
- Victorian Health Service Management Council

Presenting data

Run charts

Run Charts - detailed description
- Skymark Corporation

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Q

Qualitative vs quantitative data

Qualitative vs Quantitative Data
A simple guide to the difference between qualitative and quantitative data
- Oswego City School District Regents Exam Prep Center

R

Resistance to change

Understanding resistance to change

Planning Skills - Overcoming Resistance to Change
- Mind Tools

Resistance to Change
- Schuler Solutions Inc

Dealing with resistance to change

This paper by the Victorian Quality Council discusses strategies for overcoming resistance and barriers to change.

new icon Successfully implementing change
- Victorian Quality Council

Change Management Iceberg
- 12Manage

Six Changes Approaches (Kotter)
- 12Manage

Managing Six Sigma Change Resistance
- Six Sigma

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S

Setting aims

Setting Aims
- Institute for Healthcare Improvement

Six Sigma

Like most process redesign frameworks, Six Sigma follows a series of steps. In this case they are called: Define, Measure, Analyse, Improve, Control. Six Sigma uses advanced statistical measures to minimise errors in processes.

Six Sigma Definition
- Search CIO

Six Sigma Description and Process
- 12Manage - Management Methods and Communities of Interest

Six Sigma
- JISC Infonet - UK

new icon Six sigma in healthcare
- American Society for Quality

This article describes how the six-sigma approach, originally developed for manufacturing industries, can be applied in health systems.

new iconSix sigma in healthcare – What to do when the low-hanging fruit is gone

- Six Sigma Healthcare

SMART targets

SMART targets are Specific, Measurable, Realistic and Time constrained.

SMART Targets
- JISC Infonet

Stakeholder analysis

This tool assists you with identifying people who may be able to influence your process redesign activity in positive or negative ways.  Identifying them now could save you time later through allowing you to predict where resistance might arise.

Stakeholder Analysis
- The Manager's Electronic Resource Centre

Sustaining the gains

Spreading changes
- Institute for Healthcare Improvement

NHS: Introducing sustaining change
A guide developed by the NHS which helps to assess and increase the likelihood of sustaining your improvement project gains
- NHS UK

Improvement leader's guide to sustainability and its relationship with spread and adoption
This site contains Seven guides introducing a range of improvement advice. You can view a PDF of the Improvement leader's guide to sustainability and its relationship with spread and adoption.
- NHS UK

The following article reports on the key elements of success in maintaining process improvement gains based on experiences in NSW and SA.

new icon Implementing and sustaining transformational change in health care: lessons learnt about clinical process redesign
- eMJA

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T

Tree Diagram

A visual representation of a problem that looks like a tree with many branches.  It helps teams to focus on the specific details of a particular issue rather than viewing it too broadly or generally.

Tree Diagram - Description, When to use and Procedure
- American Society for Quality

U

Understanding personality types

Understanding that there are different personality types helps when putting teams together.  Carl Jung classified all people along three personality spectrums.  These classifications are still used today.  If you’re not sure how to define your own personality, you might like to try this personality test made available by the California State university.

Jung Typology Test
- Humanmetrics

Personality Inventory
- California State University - Department of Psychology

Just as there are different personalities, different people may also have different learning styles.  It is useful to understand this when implementing training or introducing new concepts to team members.  If you are not sure about your own learning style you might like to complete this learning styles questionnaire from the North Carolina State University.

Learning Styles and Strategies
- North Carolina State University

Index of Learning Styles Questionaires
- North Carolina State University

Learning Styles Inventory
- Spring Branch, Independent School District

W

What is a process?
- JISC InfoNet UK

Last updated: 14 October, 2008

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