Domain deep dive

CPHQ Quality Improvement Tools: PDSA, Lean, Six Sigma and When to Use Each

The largest CPHQ category is Performance and Process Improvement. Learn the methods and tools it names, and practice choosing the right one.

By the CPHQ Qbank team10 min readUpdated September 2026
27scored items, largest category
21.6%of the scored exam
3named methods
3named tools
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    Performance and Process Improvement is the largest CPHQ category at 27 scored items. The content outline names three methods (Lean, PDSA and Six Sigma) and three tools (fishbone diagrams, FMEA and process maps). The exam rarely asks you to define them. It asks you to choose one.

    The Model for Improvement and PDSA

    The Model for Improvement, popularized by IHI, starts with three questions and then tests changes in rapid Plan-Do-Study-Act cycles.

    1. What are we trying to accomplish?

      A specific, time-bound aim: "Reduce ED door-to-provider time to under 30 minutes by June."

    2. How will we know a change is an improvement?

      Outcome, process and balancing measures tracked over time.

    3. What change can we make that will result in improvement?

      Ideas from evidence, other organizations and frontline staff, tested one at a time.

    Tap each phase of the cycle to see what happens there.

    The PDSA cycleTap a phase
    Plan Do Study Act PDSA
    Plan

    State the objective and a prediction. Decide who, what, where and when, and what data you'll collect.

    Exam pattern

    When a scenario says "test," "pilot," "small scale" or "learn whether," PDSA is usually the answer. Multiple small cycles are better than one big one.

    Lean: remove waste, improve flow

    Lean, rooted in the Toyota Production System, defines value from the patient's perspective and removes everything else. Tools include value stream maps, 5S, standard work, visual management and kanban. The eight wastes are easy to recall as DOWNTIME. Tap each letter for a healthcare example.

    Six Sigma: reduce variation and defects

    Six Sigma uses statistics to make a process more consistent. At "six sigma" performance, a process produces about 3.4 defects per million opportunities. Projects follow DMAIC:

    1. Define

      Problem, scope, customer requirements and project charter.

    2. Measure

      Baseline performance and a reliable data collection plan.

    3. Analyze

      Find and verify root causes with data.

    4. Improve

      Develop, test and implement solutions.

    5. Control

      Sustain gains with monitoring, control charts and standard work.

    Lean Six Sigma combines both: Lean for speed and flow, Six Sigma for precision.

    Side-by-side comparison

    PDSALeanSix Sigma
    Main goalTest and learn quicklyRemove waste, improve flowReduce variation and defects
    StructurePlan, Do, Study, ActValue, value stream, flow, pull, perfectionDefine, Measure, Analyze, Improve, Control
    SpeedDays to weeks per cycleDays (rapid events) to monthsMonths
    Data needsSimple, often small samplesTime and flow observationsHeavy statistical analysis
    Best forTrying a new idea safelyDelays, bottlenecks, inefficiencyComplex, high-volume processes

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    Choose the right tool

    This is exactly how the exam tests tools. Pick a goal to see the best match.

    Quality tool pickerWhat do you need to do?

    Pareto chart example

    A surgical services team logged 100 first-case delays. The Pareto chart shows two causes drive 70% of the problem, so that's where to start.

    70% 02550 0%50%100% Surgeon lateConsentincompletePatientnot readyEquipmentmissingAnesthesialate 42281875

    Illustrative data.

    Teams and leading change

    The outline also covers establishing teams and leading change. Know these roles:

    RoleResponsibility
    Executive sponsorRemoves barriers, secures resources and connects the work to strategy
    Team leaderManages the project, agenda and timeline
    FacilitatorGuides process and tools, keeps discussion productive and neutral
    Process ownerAccountable for the process and for sustaining the change
    Frontline membersKnow how the work is really done; essential for buy-in

    Expect questions on resistance to change. The best answers involve engaging the people affected early, communicating the "why" with data, and celebrating small wins.

    Practice questionPerformance & Process Improvement

    Patients in an outpatient infusion center wait an average of 90 minutes from check-in to treatment. Much of the delay comes from walking between rooms, waiting for pharmacy and duplicate paperwork. Which method best fits?

    The problems described (walking, waiting and duplicate paperwork) are classic Lean wastes: motion, waiting and extra processing. A value stream map shows each step and where time is lost. Six Sigma targets variation and defects, while RCA and FMEA focus on safety events and risks.

    Practice questionPerformance & Process Improvement

    An improvement team has reduced catheter-associated urinary tract infections for three consecutive months. What should the team do to sustain the gain?

    Sustainability is the "Control" (or "Act") stage: standardize the new process, assign ownership, and keep monitoring, often with a control chart, so backsliding is caught early. Disbanding or stopping measurement risks losing the improvement.

    Frequently asked questions

    PDSA is a rapid, small-scale test-of-change cycle. Six Sigma is a data-heavy project method (DMAIC) aimed at reducing variation and defects. PDSA is usually faster; Six Sigma suits complex, high-volume processes with measurable defects.

    Yes. The content outline names Lean, PDSA and Six Sigma as performance improvement methods, and fishbone diagrams, FMEA and process maps as quality tools.

    It organizes possible causes of a problem into categories. It does not rank causes; a Pareto chart does that.

    Defects, overproduction, waiting, non-utilized talent, transportation, inventory, motion and extra processing, often remembered as DOWNTIME.

    Figures are from NAHQ's 2024 CPHQ Detailed Content Outline (Revision 2b) and 2024 Domestic Candidate Handbook unless noted. Fees and policies change; the current handbook on nahq.org is the controlling source.

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