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  • What is HCD?
  • Use of this Guide
  • Considerations:
    • Continuous participation
    • Patient perspective
    • Virtual design
    • Measurement and Data Quality
    • Spread and scale

Pre-Project Data Gathering:


Phase 1: Setting the Stage-- HCD document (Sarah)


  1. Stakeholder identification (look at the example stakeholders and roles)
  • Contact List
  • Roles
  • Leadership Buy-In
    • Resources
  1. Environmental Scan
    1. Materials of interest, Policies and Procedures/SOP, Evidence/Research, Tools and Manuals, Existing Measures
  2. Needs/Gap analysis
    1. Each stakeholder should bring a list-- ideally done with their partner stakeholders they represent in a brainstorming session
    2. Facilitator can ideally do some collation of major issues
    3. Bring no more than top 2-3 to the group for discussion 
  3. Goals, Scope, Outcomes
    1. Each stakeholder should define or describe a goal: can be a combination of values/vision and goal statement
    2. In Scope: what the scope start and end is, who is involved
    3. Out of Scope: what cannot be controlled by the team, beyond the start or end of the scope
    4. Outcomes: measures of success (AND failure)
      1. Clinical
      2. Experience (patient and care team)
      3.  Financial (payment, equipment, facilities, staffing)
      4. Process (time, materials, waiting, etc)

Design Meeting:

  1. Introduction:
    1. Roles, rules and responsibilities
    2. Review background materials: summary of environmental scan, stakeholders and gaps

Continuous Improvement (throughout):