This page explores what variation is, and why we need to understand it. We'll look at types of variation, how to look at variation, Statistical Process Control (SPC) charts and reacting to variation.
Leaders in the science of improvement should speak the language of variation. Knowledge about separating variation of outcomes of a process or system in to common and special causes helps to decide appropriate actions for that process or system. Inappropriate action may make things worse.
The Improvement Guide (Langley et al, page 81)
Measurements of all outcomes and processes will vary over time. Some variation is intentional, for example varying services for people depending on their needs. In contrast, unintended variation is due to differences not connected with different needs. For example we would want everyone to have a good experience. Unintended variation results in poor quality, waste and harm. This often forms the focus for improvement.
Often we look at data aggregated over long time periods, such as by year or by quarter. This hides the variation in the data. Measuring more often (hourly, daily, weekly or monthly) can be more informative. A central aspect of improvement science is looking at charts of data over time. Run charts and SPC charts can help us understand variation and decide whether a change is an improvement.
To tell whether a process or its outcome is improving, it is important to understand changes in the data. We need to understand whether these changes are due to actions we've taken, or due to random chance. Making decisions without understanding the causes of variation can make things worse.
The two types of variation defined by Shewhart and Deming are:
Common cause - those causes that are inherent in the system over time. Causes that affect everyone working in the system, and affect all outcomes of the system. These include random variation.
Special cause - those non-random causes that are not part of the system all the time. Causes that do not affect everyone, but arise because of specific circumstances.
SPC charts are a good way to separate common cause and special cause variation.
Run charts can signal whether the variation present is exhibiting random or non-random patterns. It cannot signal whether these are special or common cause. If there are non-random signals in your run charts, it is likely that special cause variation is present.
SPC charts minimise the chance of making either of two possible mistakes that can make things worse rather than better:
1. Inappropriately reacting to common cause variation, as if it were due to a special cause. This "tampering" may exacerbate the variation. If the system is stable and only common cause is present, but not working at an acceptable level, then it requires fundamental change. Reacting to individual data points is not helpful.
2. Inappropriately ignoring special cause variation, treating it as if it were common cause. We need to remove special cause variation to get stability and predictability. This will then give us the ability to understand the effect of any deliberate changes.
Process capability is about predicting what the future values of a measure are likely to be. The predicted range can be compared with the desired range to see if the process is capable of meeting its specifications. SPC methods help us to work out process capability. For information about how to calculate capability consult the Healthcare Data Guide.
A process could be stable and only showing common cause variation, but not capable. We would need to make a fundamental change if we wish to see an improvement. If we keep on doing what we've always done, we'll keep on getting what we've always got.
If we also detect special causes we need to investigate what might be happening and learn from them. Not all special cause variation is bad. If we notice a special cause which shows good performance we could consider testing it as a change to the process.
If we want to make a process better by changing something, we are introducing a special cause. If we notice special cause variation causing problems in how things work, we'll want to get rid of them.
A measurement plan sets out details for each measure proposed for an improvement project.
A run chart is a line graph of data plotted over time. By collecting and charting data over time, you can find trends or patterns in the process.
Statistical Process Control (SPC) Charts are simple graphical tools that enable process performance monitoring.
A funnel plot is a chart that helps to understand variation within a system.
A graph in which the values of two variables are plotted along two axes, the pattern of the resulting points revealing any correlation present.
A Pareto Chart is a tool to help you understand your system.
A histogram is a plot that lets you discover, and show, the underlying frequency distribution (shape) of a set of continuous data.