A measurement plan sets out details for each measure proposed for an improvement project.
It is a document that provides an overall summary of your project measures. It should:
Use a measurement plan in order to clearly set out your family of around 3-8 measures that you will be using to track progress in your improvement project.
The template will prompt you to think through your measures thoroughly, and when complete it will be an essential communication and reference document for your project team.
This will help ensure consistency of measurement over time and between team members, so minimising the potential for adding in variation to your data that could make it harder to see what’s actually happening.
TO DEVELOP YOUR MEASUREMENT PLAN
Start by developing ideas for your measures -
Have you picked specific measures or concepts? If concepts, decide on the most appropriate measure for each concept.
Think about the most appropriate type of data for what you need to know e.g. a %, rate or numerical measure.
Develop clear operational definitions for each measure that are agreed and understood by the team.
Work out and specify how the data will be collected and monitored, and whose responsibility it is to do it. It’s important to think at the start about what the analysis will be like to make sure you collect all the info you need, in the right format.
Keep the measurement proportionate with as little burden as possible. Measure what is useful.
Note: You may find it helpful to start by creating individual plans for each measure, before bringing them together on your measurement plan. The detailed measure plan template below can act as a checklist to make sure you’ve thought through each measure in detail, which might be particularly important in larger projects.
USING YOUR MEASUREMENT PLAN
Make sure the whole team can access and use the plan as a reference for collecting the measures. Use the plan on an ongoing basis to keep on top of the measures and make sure you are measuring in the same way. Share it with others who need to know how you are measuring your progress.