
Step 2: Goals and Scope of Project
Process:
- Identify whether the project will be quality improvement, clinical implementation, research, or a combination.
- Work backwards from what you hope to accomplish to determine how broad the scope will be and what kind of project will achieve your goals.
Examples of Goals:
- demonstrate feasibility of system change
- improve patient knowledge by integrating use of decision aids into care
- support patient decision making by improving knowledge, assessing and addressing decisional conflict
- enhance clinicians' ability to provide decision support by feeding back patient decision information related to adequacy of knowledge, understanding of values and certainty about choice
Examples of Scope:
- Clinical integration of decision aids
- Minimal research: decision aid(s) and patient questionnaire(s)
- Full research project: decision aid(s) +/- randomization of decision support intervention +/- blanket distribution without randomization; patient assessment, staff assessment, feedback loop, decision quality measurement
Sample Documents:
Process Overview (PDF)
Project Checklist: A model for a project worksheet with assigned roles, timelines, next steps
- PC Checklist Full Version (PDF) - Clinical implementation coupled with research
- Primary Care Sample Project Checklist (PDF) - Clinical implementation without a research component
- Sample Primary Care Screening Project Checklist: PSA (PDF)
Goals to Scope procedure (PDF)
Sample Goals to Scope Flowchart (PDF)
DA Distribution Methods (PDF):
Table 1: Primary Care Decision Aid Distribution Timing
Table 2: Pros and Cons of Decision Aid Distribution Timing