Quality Management (QM) Templates & Tools

ODP provides these templates and tools to help guide AEs, SCOs and providers to identify and prioritize areas to improve and then achieve and maintain a desired level of excellence. Entities are encouraged to utilize resources provided here to help them carry out the continuous quality improvement (CQI) process successfully. Efforts of all entities in this critical area of improving quality help our system in supporting individuals we serve to live an everyday life.

Download the QM Certification Handbook

Go-to resource for understanding foundations of QM, ODP QM requirements, and how best to utilize templates and tools provided by ODP.

Download the QM Certification Handbook

QM, RM, and IM are not just separate operational tasks that are required for quality assurance (QA) compliance purposes. They go hand-in-hand and are all critical functions for keeping people safe and helping them to live their best Everyday life.

Download the QM Management Plan

The QM Plan describes, in broad terms, the long-term plan for improvement that identifies an entity’s improvement priorities and target objectives.

Click to access QM Plan Annotated pdf

An example of a QM Plan, with helpful hints included within the example.

Download the QM Action Plan Template

The Action Plan is a part of the QM plan; a support document that is essentially a blueprint for how the QM plan will be implemented.

Click to access the Action Plan Annotated pdf

An example of an Action Plan, with helpful hints included within the example.

Download the QM Review Plan Checklist

Created by ODP for use when developing a QM Plan with an Action Plan to ensure successful implementation of improvement projects.

Download the QM Quarterly Report Template

Created by ODP for use when developing a QM quarterly report. An example of a completed quarterly report can be found in the QM Certification Handbook.

Created by ODP for use when monitoring, trending and analyzing data, as well as documenting activities all in one place. This Excel document is modifiable and can be used with a variety of different data.

Provides several examples of how this template can be used and modified for a variety of purposes.

Created by ODP for use when determining next steps to take for continuous quality improvement (CQI) when you’ve come to the end of a QM Plan cycle.

Provides a common frame of reference in support of productive dialogue among all parties who have a stake in the quality of community services and supports for older persons and individuals with disabilities.

ODP has developed performance measures (PMs) for each of the CMS waiver assurance areas, for which we must track, analyze, and report performance over time.

Quality Management Spotlights