EPI study plan
EPI · Give each week a clear focus.
8 weeks · About 7 hours per week
Performance Improvement Strategy and Governance & Performance Assessment and Measurement
Map each of the eight exam domains to its percentage weight and identify the three highest-weighted domains to prioritize in weeks 1-3
Define performance improvement governance structures by writing a one-page comparison of steering committee, PMO, and department-level ownership models
Draft a measurement hierarchy that links strategic aims, departmental objectives, process measures, and individual metrics
Build a personal glossary of 25 core EPI terms (e.g., KPI, baseline, benchmark, operational definition) with one-sentence definitions in your own words
Your checkpoint
A two-page domain-weight map plus a one-page governance and measurement hierarchy diagram that you can redraw from memory
Performance Assessment and Measurement & Process Analysis and Redesign
Construct three fully specified performance measures using numerator, denominator, data source, owner, frequency, and target
Apply a process mapping technique (SIPOC or swimlane) to a real or realistic process and label each step as value-added, necessary non-value-added, or waste
Calculate baseline, target, and stretch target for one process using at least two data points and state the assumptions behind each
Identify two measurement pitfalls (e.g., gaming, drift, small denominators) in your own draft measures and revise them
Your checkpoint
A process map with a written measure specification sheet for at least three measures, including baseline and target calculations
Process Analysis and Redesign & Continuous Improvement Methodologies
Diagnose root causes for one process bottleneck using a fishbone diagram and a five-whys chain that reaches a systemic cause
Compare three continuous improvement methodologies (PDSA, Lean, Six Sigma) by their core logic, typical tools, and best-fit problem types
Design a PDSA cycle for a small process change, specifying the prediction, data to collect, and decision rule for adopt, adapt, or abandon
Redesign one process flow to remove at least two identified wastes and document the before-and-after cycle time estimate
Your checkpoint
A one-page improvement case study: problem statement, root-cause analysis, chosen methodology with rationale, PDSA plan, and projected impact
Continuous Improvement Methodologies & Data Analytics and Decision Support
Select appropriate basic statistics (mean, median, proportion, run chart rules) for three different measure types and justify each choice
Interpret a run chart or control chart for special-cause variation using at least three signal rules
Build a small data collection plan that specifies sampling method, sample size rationale, and data quality checks
Explain how analytics supports decision-making by writing a short data story that moves from question to evidence to recommended action
Your checkpoint
A data analysis worksheet containing one run chart interpretation, one sampling plan, and a 150-word decision memo
Change Management and Organizational Culture & Stakeholder Engagement and Communication
Assess stakeholder influence and interest for a planned improvement and plot at least eight stakeholders on a power-interest grid
Draft a change communication plan with audience, key message, channel, timing, and feedback mechanism for three stakeholder groups
Identify two sources of resistance to change and match each with a specific engagement tactic grounded in a change model
Write a one-paragraph vision statement for an improvement initiative that connects the change to organizational culture and patient or customer value
Your checkpoint
A stakeholder map plus a one-page communication and engagement plan covering at least three audiences and two resistance scenarios
Data Analytics and Decision Support & Ethics, Risk, and Compliance
Apply a data visualization checklist to two draft charts, correcting misleading axes, missing denominators, or unclear labels
Identify the ethical risks in three measurement scenarios (e.g., cherry-picking, survivorship bias, privacy breach) and state the control that mitigates each
Summarize the compliance obligations relevant to improvement work, including data privacy, consent, and reporting integrity
Conduct a risk register exercise for one improvement project with at least five risks scored by likelihood and impact
Your checkpoint
A risk and ethics review sheet with a five-item risk register, mitigation owners, and a corrected chart pair
Performance Improvement Strategy and Governance & Change Management and Organizational Culture
Integrate governance, change management, and measurement into a single improvement charter for a realistic initiative
Define decision rights and escalation paths for the charter, naming who approves scope, resources, and measure changes
Anticipate two sustainability risks after the project ends and specify the control plan and owner for each
Review your week 1 governance map and revise it based on what you have learned about culture and stakeholder dynamics
Your checkpoint
A complete one-page improvement charter with governance, stakeholders, measures, change plan, and sustainability controls
Performance Assessment and Measurement & Continuous Improvement Methodologies & Data Analytics and Decision Support & Ethics, Risk, and Compliance
Complete a timed 40-question mixed practice set weighted to the exam blueprint and log your accuracy by domain
Re-teach the three weakest domain concepts from memory using a blank page and compare against your notes
Build a one-page formula and framework sheet covering measurement, methodology selection, and ethics controls
Write a personal exam-day strategy that allocates time per question and sets a rule for flagging and returning to uncertain items
Your checkpoint
A scored practice log with domain-level accuracy, a corrected weak-area list, and a one-page final review sheet
Milestones
Week 2: You can explain the difference between a measure and a metric, and produce a fully specified measure with numerator, denominator, owner, and target without notes
Week 4: You score at least 70% on a self-made 20-question quiz covering domains 1-4, and you can interpret a run chart for special-cause variation
Week 6: You can describe two change-management tactics and two ethical controls for a single improvement scenario in under five minutes
Week 8: You score at least 80% on the final mixed practice set and can redraw the domain-weight map, governance hierarchy, and framework sheet from memory