Scottish Improvement Skills Visual display of data: Using Excel to create run charts SIS: Group C Measurement: Module – Using Excel to create run charts: Facilitator

System of Profound Knowledge Creating run charts we are mainly in Understanding Variation. We are using run charts to help us understand whether there is any non-random variation in our system. Once we’ve created a run chart we also bring in the other components in so far as we are using that understanding of variation to appreciate the system, develop theory, and communicate about data to effectively involve relevant stakeholders. Deming 2000

Visual display of data: using Excel to create run charts By the end of this session you will be able to: Create annotated run charts with baseline and extended medians using Excel Create an annotated run chart showing phasing with Excel Learning outcomes If this module follows Analysing data: Interpretation of run charts on the same day, there is no need to go into further detail here. However, if there has been a gap since the different medians were introduced, elicit here Why we use baseline and extended medians rather than an improper median, and When we might introduce phasing

A New Healthier Me Aim 1 Driver 2 Driver Change ideas Lose 7 pounds in 3 months Leisure activity Calories in meals Calories in drinks Calories in alcohol Work activity Calories in snacks No alcohol Monday to Thursday Max 1 x juice or soft drink per day Reduce portion size Cook evening meals from scratch Replace biscuits/cakes with fruit Keep to shopping list Get up from desk to talk, instead of phone or email Use stairs not lift Walk to a daily step target Swim at least twice a week Calories in Calories out This personal improvement project provides the context for the charts that you’re going to create now. We looked at this driver diagram and change ideas before. Now we’ll be using data collected in relation to several of these change ideas (see items with red border): the outcome, and two change ideas.

Visual display of data Basic run chart Run chart with baseline and extended median Run chart with phasing Run charts with your data Annotations. Aim Participants are able to create run charts with an appropriate type of median, selecting between the following medians: Improper Baseline median + extended median Phased median Key messages Selection of appropriate median Annotation Uncluttered chart Timing 75 – 90 minutes Materials One laptop per participant, with power cable (connected to power source) and mouse. Excel spreadsheets in a version that meets the needs of participants, pre-loaded on all laptops and the Lead facilitator’s PC/laptop: Exercise 1 Exercise 2 Exercise 3 Powerpoint available on all laptops Create a run chart on Excel If participants do not all use the same version of Excel, it may be necessary to provide different versions of the exercises, and have a breakout room and facilitator to work with a second version of Excel. Lead facilitator Talk briefly through the activities using this slide and next: We’ll start with what we’re calling a ‘basic’ run chart for the outcome measure ie a run chart using an improper median – Exercise 1 For this run chart, I’ll show you each step, and you follow with the same step on your laptop. Once we’ve finished that, you can practise with the same type of median using a couple of different data sets, for the two process measures. 2. Then you will use the guidance document with Exercise 2, to create run charts with baseline and extended medians. 3. Then you will use the guidance document with Exercise 3, to create run charts with phased medians. Use your own data to create one run chart, with the appropriate type of median. Copy your own run chart into Powerpoint and annotate it. [You will use this later to talk about your project. – If following this module with Communicating Improvement Stories] Participants work in pairs so one stronger can help one less experienced (based on info they have provided about their previous experience with Excel). DISCOVERY Weight. Lead facilitator build up basic run chart step by step, participants copying each step. NB The examples here just number the weeks 1,2,3 etc. Creating a series of dates is something you can get support with elsewhere. The guidance document includes a note on how to create dates. Apples. Participants use guidance doc to create basic run chart. Walk to work – more practice depending on time available and amount of practice needed. PRACTICE Then participants continue using the guidance doc: Exercise 2 – baseline/extended median Exercise 3 – phased median PROJECT Then they create one using their own data, or based on relevant data from their department that they’ve brought with them – or if none, create some data for a measure that is meaningful in their own project. Create chart and annotate. It is best to transfer to Powerpoint before annotating, as annotations will not be carried over (depending how they were created). Facilitators Several in each of the two rooms depending on number of participants. Monitor and support as required. Make sure that everyone has a first draft of a run chart of their own data before the end of this session.