Roles and Responsibilities Template

This template may be used to guide team discussions about assigning roles and responsibilities related to quality improvement and clinical tasks.

TIPS:

• If your team has not worked on QI processes before, consider working with a practice facilitator.
• Use your current state process map as a reference.
• Consider adding steps that may be missing from your current state process map that could be worth including – potentially involving PDSA trials.
• The first two ‘Who?’ columns allow for exploration of who could technically be responsible for the task, with regard to:
  • Scope of practice, professional designation, etc.
  • Previous experience
  • Personal interest
  • Time and availability
• In some instances, the person or role currently responsible for the task may make perfect sense – after a brief discussion, simply document and move on to the next step.
• It’s helpful to keep in mind that the physician or nurse practitioner may be able to do all of the steps; however, sharing the load across the team is the goal.
• The grey ‘Who?’ columns are intended to clarify who specifically will be responsible for each task:
  • This could be one person, more than one person, or a ‘role’ (e.g., MOAs).
  • For each process step, consider also designating at least one person to be cross trained as back-up.
  • Cross training also allows team members to ‘stretch’ in their roles and build their skills.
  • Ultimately, as many members of the team as possible should be able to do as many of the tasks as possible.
• Remember to PDSA – what seems like it will work in a planning meeting may not work exactly as planned in practice!
• The EMR guides can be a helpful tool for generating EMR lists and adding point of care reminders.

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