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Templates and Toolkits

Downloadable templates, checklists and frameworks for audit, QI, patient flow, service redesign, governance and reporting.

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Templates and ToolkitsTemplate

Quality Improvement Action Plan Template

Access a structured template for developing effective Quality Improvement action plans within the NHS. This guide helps you define tasks, assign responsibilities, and monitor progress.

7 min read
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Effective Audit Data Collection Templates: Your Guide to Smarter Data Capture

Designing a robust data collection template is crucial for any clinical audit. This resource provides practical guidance on creating templates that ensure accuracy, consistency, and minimise errors, from planning to execution.

8 min read
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QI Data Collection Form Template: Design for Success

This resource provides a template and practical guide for designing effective data collection forms for Quality Improvement (QI) projects, ensuring robust and reliable data capture.

7 min read
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Clinical Audit Proposal Template: A Guide for NHS Teams

This resource provides a structured template and guidance for developing robust clinical audit proposals, essential for NHS quality improvement.

11 min read
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Re-audit Plan Template: A Structured Approach to Demonstrating Improvement

This template provides a structured approach to planning and executing re-audits, helping clinical teams demonstrate improvement following an initial audit cycle. It guides users through documenting changes, defining methods, and ensuring robust measurement.

8 min read
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Process Mapping Template: A Guide for Healthcare Improvement

This resource provides a practical guide and a downloadable template for process mapping, an essential tool for understanding and improving healthcare pathways.

7 min read
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Driver Diagram Template: A Practical Guide for NHS Teams

This guide introduces the driver diagram, a vital tool for planning quality improvement projects, and provides a clear template for NHS teams to use.

7 min read
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PDSA Cycle Toolkit: A Practical Guide for UK Healthcare Improvement

This toolkit provides a practical guide and template for implementing PDSA cycles, a core methodology for continuous quality improvement in UK healthcare.

7 min read
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QI Project Charter Template: Guiding Your Improvement Effort

This resource provides a comprehensive template for developing a Quality Improvement (QI) Project Charter, an essential tool for structuring and communicating your improvement initiatives within the NHS.

10 min read
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Templates & downloads

Template

QI Project Charter Template

Word

One-page charter capturing aim, scope, team, sponsor, timeline and measures. Suitable for governance sign-off.

Template

SMART Aim Worksheet

Word

Structured worksheet to draft a Specific, Measurable, Achievable, Relevant, Time-bound aim statement.

Template

PDSA Cycle Worksheet

Word

Plan, Do, Study, Act worksheet for structuring iterative tests of change.

Template

Audit Data Collection Template

Excel

Excel workbook for anonymised audit data collection with pre-built calculation and summary tables.

Template

Clinical Audit Report Template

Word

Full audit report structure: background, standards, methodology, results, discussion, recommendations.

Template

QI Poster Planning Template

PowerPoint

PowerPoint poster template with a structured three-column layout for conference submission.

Template

ARCP QI Evidence Checklist

Checklist

Checklist mapped to what ARCP panels expect from QI evidence at Foundation, IMT and specialty level.

Template

Stakeholder Mapping Template

Word

Interest / influence grid for identifying and engaging stakeholders early in a QI project.

Template

Driver Diagram Worksheet

Word

Aim → primary drivers → secondary drivers → change ideas, on a single page.

Template

Run Chart Quick Reference Guide

PDF

Practical one-page guide to reading and building run charts for QI measurement.

Template

Re-audit Planning Template

Word

Structured template to plan the re-audit cycle: dates, changes tested, sample, comparison.

Related categories

Turn resources into a completed project

Lazomis QI tools turn structured data into dashboards, reports, posters and ARCP evidence — from a single workflow.