EPI study materials
EPI study resources

EPI study plan

EPI · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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