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Step 3 – Finalise the project charter

Finalise the project charter with your team and allocated QI Coach

Once your QI Project has been given the go ahead at your Directorate’s QI Forum you need to finalise everthing with your project team. We recommend that  a QI project team should consist of 5-8 people from different disciplines, with different levels of experience, who are affected by the problem and can commit to meet regularly. You should include someone in the team who can make things happen, like a Ward Manager, Team Leader or Consultant.

Ideally a customer (service user, carer or representative from local directorates, if you work in Corporate services) should be part of the project team. In terms of service user and carer involvement, this may not always be easy, but we need to find a way for the patient and family voice to be integral to the improvement work. Be creative about ways of achieving this, or get in contact with us for ideas. Click here for guidance>>

As you finalise your project idea with the team you should link up with the QI Coach allocated to your project at the Directorate QI Forum. QI Coaches support teams to develop ideas and strategy, establish the project Aim Statement, introduce the team to useful QI tools, and advise on on how to complete project documentation.

In the early stages of your project these electronic documents will be a project charter and driver diagram on QI Life. In later stages of the project they will help you with other aspects of QI methodology such as PDSA (Plan Do Study Act) cycles and using data over time.

Use the Model for Improvement and driver diagram templates to help you and the team think through your project and when you’re ready please register the new project to Life QI.

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