CHL study materials
CHL study resources

CHL key terms

CHL · Get comfortable with the vocabulary.

Situational leadership

A leadership approach that adapts style to a follower's competence and commitment, shifting among directing, coaching, supporting, and delegating modes depending on the specific task and person.

Related: Transformational leadership, Delegation, Performance management
Transformational leadership

A leadership approach that motivates staff through shared vision, individualized consideration, intellectual stimulation, and idealized influence, aiming to raise performance beyond basic expectations.

Related: Situational leadership, Employee engagement, Change management
Change management

A structured process for planning, communicating, and sustaining organizational change, including assessing readiness, addressing resistance, and reinforcing new behaviors after implementation.

Related: Transformational leadership, Stakeholder communication, Employee engagement
Delegation

Assigning responsibility and authority for a task to a competent team member while retaining accountability for the outcome, matched to the person's skill and the task's risk.

Related: Situational leadership, Scope of practice, Performance management
Employee engagement

The degree to which staff feel invested in and committed to their work and organization, reflected in discretionary effort, retention, and willingness to speak up about problems.

Related: Transformational leadership, Staff turnover, Just culture
Stakeholder communication

Planned, tailored sharing of information with the groups affected by or influencing a decision, including staff, leadership, patients, and regulators, timed to support informed participation.

Related: Change management, Conflict resolution, Chain of command
Conflict resolution

A structured process for addressing disagreement between individuals or groups, moving from identifying interests to negotiating and documenting an agreed solution.

Related: Stakeholder communication, Just culture, Performance management
Chain of command

The defined hierarchy of reporting and authority used to escalate concerns or decisions, ensuring staff know whom to notify when an issue exceeds their own scope.

Related: Stakeholder communication, Scope of practice, Sentinel event
Scope of practice

The activities and responsibilities a licensed or certified worker is legally and professionally permitted to perform, defined by statute, regulation, licensure, and employer policy.

Related: Delegation, Competency assessment, Chain of command
Performance management

An ongoing cycle of setting expectations, monitoring results, giving feedback, and addressing gaps through coaching or formal action, tied to measurable goals and documented outcomes.

Related: Key performance indicator, Competency assessment, Corrective action plan
Key performance indicator

A quantifiable measure chosen to track progress toward a specific operational or quality goal, such as specimen rejection rate, turnaround time, or staff certification rate.

Related: Performance management, Benchmarking, Quality indicator
Benchmarking

Comparing an organization's performance measures against internal targets, peer institutions, or published reference data to identify gaps and prioritize improvement opportunities.

Related: Key performance indicator, Quality indicator, Root cause analysis
Root cause analysis

A systematic team investigation of an adverse event or persistent problem that traces contributing factors back to underlying system causes rather than individual blame.

Related: Sentinel event, Just culture, Plan-Do-Study-Act
Plan-Do-Study-Act

A rapid-cycle improvement method in which a small change is planned, tested, studied for results, and then adopted, adapted, or abandoned before wider implementation.

Related: Root cause analysis, Quality indicator, Corrective action plan
Quality indicator

A defined measure of structure, process, or outcome used to monitor the quality of a service and to flag where investigation or improvement effort is warranted.

Related: Key performance indicator, Benchmarking, Plan-Do-Study-Act
Corrective action plan

A documented set of steps, owners, and deadlines created to fix a specific deficiency found in audit, inspection, or incident review, including how effectiveness will be verified.

Related: Root cause analysis, Performance management, Accreditation survey
Sentinel event

An unexpected occurrence involving death, serious physical or psychological harm, or the risk of such harm, which triggers immediate investigation and notification requirements.

Related: Root cause analysis, Just culture, Adverse event reporting
Adverse event reporting

A system for staff to disclose errors, near misses, and harm events so they can be investigated and corrected, ideally nonpunitive to encourage honest reporting.

Related: Just culture, Sentinel event, Root cause analysis
Just culture

An organizational climate that distinguishes human error, at-risk behavior, and reckless conduct, responding with support, coaching, or accountability as appropriate rather than uniform punishment.

Related: Adverse event reporting, Employee engagement, Root cause analysis
Competency assessment

The documented evaluation of whether a staff member can perform required tasks to defined standards, typically done at hire, periodically, and when duties or technology change.

Related: Scope of practice, Continuing education, Performance management
Continuing education

Formal learning activities completed after initial licensure or certification to maintain and update knowledge, often required in set quantities per renewal period.

Related: Competency assessment, Professional certification, Scope of practice
Professional certification

A voluntary credential awarded by a professional body after meeting education, experience, and examination requirements, distinct from a state-issued license to practice.

Related: Continuing education, Competency assessment
Succession planning

Identifying and developing staff who can fill key roles when vacancies occur, reducing disruption and preserving institutional knowledge during transitions.

Related: Staff turnover, Performance management, Mentoring
Mentoring

A relationship in which a more experienced professional guides a less experienced colleague's development through advice, feedback, and exposure to new responsibilities over time.

Related: Succession planning, Continuing education, Competency assessment
Staff turnover

The rate at which employees leave and are replaced over a period, often calculated as separations divided by average headcount, and used to gauge retention and morale.

Related: Employee engagement, Succession planning, Performance management
Accreditation survey

An external evaluation in which trained assessors review documents, records, and practices against published standards to determine whether an organization meets requirements for accreditation.

Related: Corrective action plan, Regulatory inspection, Standard operating procedure
Regulatory inspection

An unannounced or scheduled review by a government agency to verify compliance with statutes and regulations, which may result in citations, fines, or mandated corrective action.

Related: Accreditation survey, Corrective action plan, Scope of practice
Standard operating procedure

A written, approved instruction describing exactly how a routine task is performed, by whom, with what materials, and what records are created to demonstrate compliance.

Related: Document control, Competency assessment, Accreditation survey
Document control

The system governing creation, review, approval, distribution, revision, and retirement of controlled documents so that staff use only current, authorized versions.

Related: Standard operating procedure, Accreditation survey
Quality assurance

Planned activities that monitor and verify work meets defined standards, including audits, reviews, and checks performed before and after results or services are released.

Related: Quality indicator, Quality control, Benchmarking
Quality control

Routine technical checks performed on equipment, reagents, or processes to confirm they perform within specified limits before patient results or services are accepted.

Related: Quality assurance, Quality indicator
Risk assessment

A structured evaluation of the likelihood and severity of potential harm from a hazard or process failure, used to prioritize controls and allocate resources.

Related: Root cause analysis, Corrective action plan, Quality assurance
Budget variance

The difference between planned and actual revenue or expense for a period, analyzed to explain overspending or shortfalls and to adjust forecasts.

Related: Key performance indicator, Performance management, Staff turnover
Return on investment

A measure comparing the financial or operational benefit gained from an expenditure against its cost, used to justify new equipment, staffing, or service lines.

Related: Budget variance, Key performance indicator
Strategic plan

A multi-year document setting an organization's mission-aligned goals, priorities, and measurable objectives, and assigning accountability for achieving them.

Related: Key performance indicator, Change management, Stakeholder communication
Workforce planning

Forecasting the number, skills, and mix of staff needed to meet expected workload and service demands, then closing gaps through hiring, training, or restructuring.

Related: Staff turnover, Succession planning, Competency assessment
Patient safety culture

The shared values, behaviors, and practices that determine how seriously an organization treats safety, including willingness to report problems and learn from them.

Related: Just culture, Adverse event reporting, Employee engagement
Ethical decision-making

Applying principles such as beneficence, autonomy, and justice to resolve dilemmas, weighing obligations to patients, staff, and the organization and documenting the rationale.

Related: Conflict resolution, Scope of practice, Stakeholder communication