Free resources
Templates & Worksheets
Worksheets you print and write on. Improvement tools for NHS teams, and planning templates for anyone running a business. No sign-up needed to take one.
Practical AI in Healthcare
The slides from the first live session: a 30-minute walkthrough of using AI properly at work, built around one framework for writing an instruction that actually gets a useful answer. The method, not any one tool: use it with whatever your service has approved.
- The CAFEL method for writing a prompt, as it was taught in the first session
- Before-and-after examples on real NHS tasks: meeting notes, a stakeholder email, a long document
- An interactive scenario to build a prompt together in the room
- Five prompts to use the same day, and the information governance checks before you press enter
Historical delivery asset from the first session. CAFEL has since been standardised as Context, Aim, Format, Expectations, Limits.
For NHS and improvement teams
Built to the formats a QI lead already reads. None of them ask for patient identifiable information.
Aim Statement Worksheet
Builds an aim with a population, a measure, a baseline and a date in it. Written to the IHI Model for Improvement format.
What's inside:
- How much, for whom, by when, in one sentence
- The baseline, and where the number comes from
- A check against the aims that fail review
- Space for the version you will actually take to your QI lead
PDSA Cycle Sheet
One cycle per page, with the prediction written down before the test runs. Recording the prediction is what makes Study worth doing.
What's inside:
- Plan, with the prediction recorded in advance
- Do, including what actually happened rather than what should have
- Study, comparing result against prediction
- Act, with the decision rule agreed before the data arrives
Driver Diagram Worksheet
Aim, primary drivers, secondary drivers and change ideas, laid out so the logic can be checked backwards from the change.
What's inside:
- The aim carried across from your aim statement
- Primary drivers: what must be true for the aim to be met
- Secondary drivers and the change ideas under them
- A backwards check on whether the logic actually holds
Measurement Plan
Outcome, process and balancing measures on one sheet, each with an owner and a source. The balancing column is the one people leave empty.
What's inside:
- Outcome, process and balancing measures, defined separately
- Where each number comes from and who collects it
- How often, and where it gets plotted
- A prompt for the harm your improvement might cause elsewhere
QIA Preparation Sheet
What to gather before a Quality Impact Assessment: the seven categories, likelihood and consequence, and the approvals that will be asked for.
What's inside:
- The seven categories a trust workbook asks about
- Likelihood and consequence scored before and after mitigation
- The rule that mitigation changes likelihood, not consequence
- Who signs, and what triggers additional assurance
AI Prompt Sheet for Clinical Admin
The same CAFEL method taught in the Practical AI workshop, as a reference sheet: worked patterns for the admin around meetings, and the line on what not to put in.
What's inside:
- CAFEL: the five parts of a prompt that gets a usable answer
- Worked patterns for notes, actions and summaries
- What never goes into a prompt, and why
- How to check the output before anyone relies on it
Choosing Your AI Tool
CAFEL is the method and it works the same in every tool. This is what changes: which one you are allowed to use, and which stage of an improvement cycle it actually helps with.
What's inside:
- The one check that comes before every other question
- Which stage of a PDSA cycle each kind of task belongs to
- A page to record what your service has actually approved
- Why this sheet cannot tell you which tool is allowed where you work
For business owners
Planning and decision worksheets for anyone running their own thing.
90-Day Action Plan
One page per month, with the work broken into weeks and a review date against each. Written to be filled in at a desk, not admired.
What's inside:
- A single outcome for the ninety days, with a number in it
- Week by week actions with an owner against each
- The measure you will watch, and where it comes from
- A review date, and what would make you change course
SWOT Worksheet
The four boxes, with prompts that stop each one filling up with the same vague sentence. Ends by forcing a decision out of it.
What's inside:
- Prompts under each quadrant, so the boxes are not just stared at
- A rule for what counts as internal and what does not
- Space to pair a strength against an opportunity
- One decision to take out of the exercise
Pricing Decision Sheet
Works out your floor, then asks what the buyer is actually comparing you against. Most pricing problems are the second question, not the first.
What's inside:
- Your floor: the number below which the work costs you money
- What the customer is comparing the price to
- Three price points and what each one signals
- The objection you expect, written before you hear it
Launch Checklist
The things that stop a launch after it has started: the unregistered thing, the unwritten terms, the inbox nobody owns.
What's inside:
- Legal and money, before anything is taken
- The operational questions that only appear after the first customer
- What has to be written down rather than understood
- A short list of what can safely wait
Content Planner
A quarter on one page. Built around what you can actually sustain rather than a calendar you will abandon in March.
What's inside:
- The two or three things you want to be known for
- A realistic cadence, decided before the calendar
- Twelve slots with a prompt against each
- What you will stop doing to make room
Business Health Scorecard
Eight dimensions, scored one to five, with a note on what evidence you used. The evidence column is the point.
What's inside:
- Eight areas covering money, customers, delivery and the owner
- A score and, more usefully, the evidence behind it
- The two lowest scores carried forward into actions
- A date to score it again and compare