A practical audit method to identify error modes, near-misses, and systemic root causes with prioritized controls and learning actions.
Welcome — Make audits a learning tool, not a blame exercise. If your goal is fewer defects, safer services, and faster learning from near-misses, this audit is built for that outcome. It focuses on discovering how work actually happens, spotting error modes and near-misses, and turning those discoveries into...
Composite example: Stopping medication selection errors in a small clinic. This illustrative case combines common patterns from outpatient clinics and small pharmacies. It shows how a short audit led to prioritized, testable changes. What triggered the audit. Staff reported two near-misses where staff nearly prepared...
Short learning huddle script — turn findings into tests in 20 minutes. Use this facilitator script after the audit to convert observations into prioritized experiments and learning actions. Set the tone (2 minutes): Remind the group the purpose is learning, not blame. Share one quick positive observation to start...