PI Planner: Draft Your Team’s PI Process

Every hospital needs a clear PI process. But no two hospitals run one the same way.

Start by documenting how your team actually identifies, reviews, acts on, and closes the loop on events.

And to help you along, try the PI Planner we created: a free tool to draft and map your hospital’s PI process.

Why Document Your PI Process?

Your PI Plan is built around your PI process. Documenting that process gives your team a shared draft of how work moves from event identification through review, action planning, reevaluation, and event resolution.

A documented draft can capture the review steps, participant roles, meeting structures, handoffs, escalation paths, terminology, and closure requirements your hospital uses.

Why Every Hospital’s PI Process Looks Different

The core TOPIC components provide a foundation for PI work:

• PI plan
• Event identification
• Levels of review
• Committee and peer-review structures
• Data management
• Action planning
• Event resolution

Each hospital defines how it works within that foundation. A Hospital Event may move through different review levels, committee cadences, handoffs, escalation paths, terminology, and closure requirements. Teams may also use different owners and labels.

The stages can be familiar, while the way a hospital identifies events, conducts review meetings, assigns actions, and involves participant roles remains specific to that team.

Meet PI Planner: A Free Tool to Help Draft Your Process

PI Planner is a free tool for drafting your team’s PI process for your PI Plan. Start with a TOPIC-based PI Process template or begin with a blank plan.

The TOPIC-based template includes stages such as event identification, primary, secondary, and tertiary review, action planning, reevaluation, and closure. Within those stages, define the process your team uses.

Use PI Planner to map:

• How your hospital identifies events
• The meetings used for different review levels
• The actions your team takes at each stage
• The participant roles involved in each step
• Your terminology, handoffs, escalation paths, and closure requirements

You can create multiple plans using the TOPIC-based template or a blank plan.

Build, Share, and Refine Your PI Plan Draft with Your Team

PI Planner gives you several ways to share and reuse your draft:

• Download an image of the plan as a diagram
• Download a draft plan in Word format with the diagram automatically included
• Download the PI plan as a file to share with others, who can upload it and see the same plan
• Copy the plan information for use with AI agents

Use these drafts to review the process with your team, refine it together, and keep a shared version of the plan.

Try PI Planner for Free

Draft, map, share, and refine your team’s PI process with PI Planner.

Try PI Planner for free