Templates and Toolkits
Downloadable templates, checklists and frameworks for audit, QI, patient flow, service redesign, governance and reporting.
All resources in this category
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.
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.
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.
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.
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.
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.
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.
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.
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.
Templates & downloads
QI Project Charter Template
Word
One-page charter capturing aim, scope, team, sponsor, timeline and measures. Suitable for governance sign-off.
SMART Aim Worksheet
Word
Structured worksheet to draft a Specific, Measurable, Achievable, Relevant, Time-bound aim statement.
PDSA Cycle Worksheet
Word
Plan, Do, Study, Act worksheet for structuring iterative tests of change.
Audit Data Collection Template
Excel
Excel workbook for anonymised audit data collection with pre-built calculation and summary tables.
Clinical Audit Report Template
Word
Full audit report structure: background, standards, methodology, results, discussion, recommendations.
QI Poster Planning Template
PowerPoint
PowerPoint poster template with a structured three-column layout for conference submission.
ARCP QI Evidence Checklist
Checklist
Checklist mapped to what ARCP panels expect from QI evidence at Foundation, IMT and specialty level.
Stakeholder Mapping Template
Word
Interest / influence grid for identifying and engaging stakeholders early in a QI project.
Driver Diagram Worksheet
Word
Aim → primary drivers → secondary drivers → change ideas, on a single page.
Run Chart Quick Reference Guide
Practical one-page guide to reading and building run charts for QI measurement.
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.