​Institute for Healthcare Improvement
Boston, Massachusetts, USA

Use this worksheet to identify the process, outcome, and balancing measures for your quality improvement project.

When you’re trying to make a change in a complex system, a family of measures for which you collect data throughout a quality improvement (QI) project will help your team understand the impact of the changes you implement. Typically, teams track one to two outcome measures, three to five process measures, and sometimes one to two balancing measures.

For more information, visit the Establishing Measures page.

Note: This tool is part of the IHI Quality Improvement Practicum, a 9-week online course in which participants receive tools, coaching, and community support to aid them in running a local improvement project. Learn more at ihi.org/QI.