Sustainable QI Resource Repository

Medical Students for a Sustainable Future (MS4SF) Climate Smart Health Care Team

Tools, templates, and guidance for health professions students leading quality improvement projects that shrink health care’s environmental footprint.

National Clinical Sustainability Challenge (NCSC)

About this repository

This repository collects free, practical resources for anyone planning a sustainability-focused quality improvement (QI) project in health care, whether you are a student, a trainee, or a clinician. It is organized around the five stages most projects move through, from spotting a problem to sharing what you learned. Each stage explains the key ideas in brief, offers a quick exercise you can do with your team, and links to the best outside tools we have found.

Teams in the National Clinical Sustainability Challenge (NCSC) can match each stage to a monthly deliverable, using the table below. For a complete worked example, see the NCSC sample project, Breathe Easy, Dispose Safely, an inhaler recovery program.

How to use this repository

StageWhat you will doNCSC deliverableGo to
FoundationsLearn the basics of sustainable QI and where health care emissions come fromBefore Month 1
Section 1
1. Find and define the problemSpot an opportunity, find its root cause, write a problem statement, and set SMART goalsMonth 1: Problem statement and SMART goalsSection 2
2. Understand the systemMap your stakeholders, how decisions get made, and how the process works todayMonth 2: Stakeholder map and current process mapSection 3
3. Plan the changeAnticipate barriers, make the case, build a timeline, and design the new processMonth 3: Barriers, timeline, and proposed process mapSection 4
4. Pilot and measureRun a small test and measure its environmental, clinical, financial, and social impactMonth 4: Mini pilotSection 5
5. Report, share, and scaleWrite up your results, communicate them, and plan what comes nextMonths 5–6: Report, poster, and final presentationSection 6

Contents

1. Foundations of sustainable QI

Start here if sustainable QI is new to you. This section covers the recorded lectures, the core idea behind sustainable QI, and where health care’s emissions actually come from.

1.1 Recorded lectures

Faculty from the Medical Society Consortium on Climate and Health (MSCCH) recorded short lectures on the foundations of sustainable QI.

LectureSpeakerLengthLinks
Sustainability FundamentalsElizabeth Cerceo, MD, DCM, MACP, FHM, FEFIM


Chair, Physician Engagement; Cooper Norcross Health


Professor of Medicine; Associate Program Director, Internal Medicine Residency


Executive Director, Climate Health and Director, Medical Humanities; Cooper Medical School of Rowan University
50:26https://youtu.be/PaQZpCkJTEc
QI MethodologyCatherine Chen, MD, FACP

Associate Professor of Medicine


Vice Chair of Quality and Safety


Core Faculty, Internal Medicine Residency


Core Faculty, Center for Climate, Health & Healthcare


Division of General Internal Medicine
Rutgers Robert Wood Johnson Medical School
34:03https://youtu.be/t-7puyTYj9A

Topics covered across the series: health care emissions sources, systems-based QI methods, stakeholder engagement, process mapping, and measuring environmental impact.

1.2 What is sustainable QI?

Traditional QI asks whether care is safe, effective, timely, efficient, equitable, and patient-centered. Sustainable QI keeps all of those questions and adds one more: what does this care cost the planet and the communities around us? The Centre for Sustainable Healthcare frames this as sustainable value, which weighs the outcomes care produces against the full set of resources it uses.

Sustainable value  =  Outcomes for patients and populations

Environmental + social + financial impacts

Adapted from the Centre for Sustainable Healthcare’s sustainability in QI principles.

In practice, this means a strong project improves (or at least protects) patient outcomes while reducing one or more of the three impacts on the bottom line. The best projects reduce waste, emissions, and cost at the same time, which also makes them much easier to win support for.

1.3 Where health care emissions come from

Health care is a major source of greenhouse gases. One widely cited analysis estimated that the U.S. health sector produced about 8.5% of the country’s total emissions (Eckelman et al., Health Affairs, 2020). Like other industries, health care burns fuel, buys electricity, and depends on long supply chains. But clinical care also releases some gases that are unique to medicine:

•    Anesthetic gases. Inhaled anesthetics are potent greenhouse gases, and desflurane has a far larger warming impact than alternatives such as sevoflurane.

•    Nitrous oxide. Used in anesthesia and labor analgesia; much of it can be lost through leaks in piped supply systems.

•    Inhaler propellants. The hydrofluoroalkane (HFA) propellants in metered-dose inhalers are powerful greenhouse gases.

Organizations sort their emissions into three “scopes,” defined by the Greenhouse Gas (GHG) Protocol. Knowing which scope your project targets helps you choose the right data and explain your impact.

ScopeWhat it coversHealth care examples
Scope 1Direct emissions from sources the organization owns or controlsOn-site boilers and backup generators, hospital fleet vehicles, anesthetic gases released in the OR, refrigerant leaks
Scope 2Indirect emissions from the energy the organization buysPurchased electricity, steam, heating, and cooling
Scope 3All other indirect emissions, up and down the value chain. For most health systems this is the largest share.Medical devices and supplies, pharmaceuticals, food (especially meat), waste disposal, staff commuting, patient and business travel

The gases most commonly tracked are carbon dioxide (CO₂), methane (CH₄), nitrous oxide (N₂O), hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), sulfur hexafluoride (SF₆), and nitrogen trifluoride (NF₃). Because they warm the planet by different amounts, results are usually converted into a single unit: kilograms or metric tons of CO₂ equivalent (CO₂e).
Foundations: resources

ResourceFromFormatUse it to
SusQI.org
Centre for Sustainable Healthcare
WebsiteExplore the SusQI framework, training, and case studies
Sustainability in QI principlesCentre for Sustainable HealthcareWeb pageUnderstand the sustainable value equation in more depth
GHG Protocol Corporate StandardGreenhouse Gas ProtocolStandardLearn the official definitions of Scopes 1, 2, and 3
Diagram of scopes across the value chainGreenhouse Gas ProtocolPDFSee every Scope 3 category at a glance
Global Road Map for Health Care DecarbonizationHealth Care Without Harm and ArupReport (PDF)Pick one of the seven High-Impact Actions your project will target
Health Care Pollution and Public Health Damage in the U.S.Eckelman et al., Health Affairs (2020ArticleCite national data on health care’s emissions
The growing importance of Scope 3 emissionsHertwich and Wood, Environmental Research Letters (2018)ArticleUnderstand why supply-chain emissions dominate

2. Stage 1: Find and define the problem

NCSC Month 1  |  Deliverable: Problem statement and SMART goals

The strongest projects start with a problem you have seen with your own eyes, can put numbers to, and can trace back to a root cause.

2.1 Scan your setting for opportunities

Walk through your clinical environment with a “sustainability lens” and note what you see. You don’t need data yet; observations come first, and the data will help you size the problem later.

AreaWhat to look for
Energy and buildingsLights and equipment left on overnight, rooms that are over-heated or over-cooled, old controls, no occupancy sensors
Supplies and wasteOverflowing regulated medical waste (red bag) bins, expired or unopened supplies thrown away, items in surgical packs that are never used
PurchasingSingle-use items where reusable options exist, no sustainability criteria in purchasing, outdated preference cards
Clinical practiceLow-value tests and procedures, routine practices with weak evidence, high-impact anesthetic gases or inhalers
PharmaceuticalsOver-prescribing, medications that expire on shelves, unclear disposal pathways for patients
Food servicesUneaten patient trays, cafeteria food waste, heavy packaging, few plant-forward options
TransportationAvoidable patient trips that telehealth could replace, idle fleet vehicles, few staff commuting options
WaterLeaks, constantly running equipment, water-intensive reprocessing or scrubbing practices
Policies and governanceNo sustainability lead or committee, no environmental criteria in capital or investment decisions

Adapted from the sustainability issue scan in the Sustainable Healthcare Leadership Institute (SHLI) workbook.

2.2 Tell your story: why you, why here, why now

People act on stories, not just statistics. Before you write your problem statement, take ten minutes as a team to answer three questions. Your answers become the backbone of your elevator pitch.

QuestionPrompts to get you started
Why you?When did you first connect environmental health and patient health? What do you notice in your daily work that others miss?
Why your health system?What is its reputation and role in the community? When has it adapted or innovated before? What local example would convince a skeptical board member?
Why now?Has heat, smoke, or flooding affected your patients or operations recently? What opportunity exists today (new leadership, funding, regulations) that may not exist in two years?

Then practice saying it in three sentences: “I care about this because… My health system is ready because… We need to act now because…”

2.3 Write a problem statement

A good problem statement is specific, backed by data, and points toward its cause. Use this formula, which matches the NCSC Month 1 rubric:

[Specific population or department] experiences [specific problem], which costs [financial or operational impact] and contributes to [environmental or community impact], primarily because [root cause].

Write a first draft, then revise it twice: once to make it more specific (add exact numbers, departments, or timeframes), and once to make it more compelling (add the urgent consequence or the missed opportunity). Before you finalize it, check that it is:

•    Specific: names the exact unit, process, or population affected

•    Measurable: includes numbers for cost, time, waste, or emissions (flag any that are estimates)

•    Compelling: makes clear why action is needed now

•    Actionable: points toward a cause you can address, not just a symptom

•    Relevant: speaks to concerns your leadership and staff actually have

2.4 Find the root cause

If your problem statement ends in a symptom (“staff throw inhalers in the trash”), keep asking why. The 5 Whys tool from the Institute for Healthcare Improvement (IHI) walks you through it. You have usually reached the root cause when the answer is something a process change could fix, such as a missing workflow, an outdated default, or a gap in education.

2.5 Set SMART goals

Turn your problem statement into two to four goals. Each goal should directly address the root cause you identified.

ElementQuestions to answer
SpecificWhat exactly will you do? Who is involved, and where will it happen?
MeasurableWhat will you track, how will you collect it, and what target defines success? Include both process measures (did we do it?) and outcome measures (did it work?).
AchievableWhat skills and resources do you already have? What do you still need? What is the biggest obstacle?
RelevantHow does this goal address the root cause? How does it support your institution’s mission, climate commitments, or budget?
Time-boundWhat are your key milestones, and what is your final deadline?

For a guided walkthrough, see IHI’s guide to setting SMART aims. For a worked example, see slides 4–5 of the NCSC sample project.

Stage 1: resources

ResourceFromFormatUse it to
Setting SMART aimsInstitute for Healthcare ImprovementGuideWrite aims that are specific, measurable, and time-bound
5 Whys: Finding the root causeInstitute for Healthcare ImprovementToolMove from a symptom to a cause you can fix
Project Development TemplateSusQI, Centre for Sustainable HealthcareWord templateScope your whole project on one structured form
Global Road Map for Health Care DecarbonizationHealth Care Without Harm and ArupReport (PDF)Confirm which High-Impact Action your project targets
Breathe Easy, Dispose SafelyNCSC sample projectSlidesSee a finished problem statement and SMART goal

3. Stage 2: Understand the system

NCSC Month 2  |  Deliverable: Stakeholder map and current process map

Health systems are complex. Before you change anything, learn who holds influence, how decisions get made, and exactly how the current process works.

3.1 Know who shapes decisions

Every department sees your project through its own priorities. Framing your idea in their terms is often the difference between a polite “maybe” and real support. This table summarizes who you are likely to need and what tends to matter to them.

DomainTypical rolesWhat they care aboutHow sustainability connects
Supply chainDirector of procurement, value analysis committeeProduct quality, standardization, cost savings, vendor contractsClinicians influence what gets purchased; fewer, standardized products often cut both waste and cost
FinanceCFO, budget managers, value-based care leadsReturn on investment, capital budgets, cost avoidance, incentivesMany projects save money over time; show the payback period
Facilities and operationsFacilities director, environmental services (EVS), energy managerUptime, safety, efficiency, aging infrastructureClinical workflows drive energy use and waste; facilities upgrades need clinician buy-in
Clinical leadership and qualityChief medical officer, chief quality officer, department chairsPatient outcomes, safety, care standardsFrame sustainability as quality: less low-value care, fewer harms
Nursing and frontline staffNurse managers, charge nurses, unit championsWorkload, staffing, workflow, staff wellbeingChanges must fit the workflow; a respected peer champion is often key
PharmacyPharmacy director, Pharmacy and Therapeutics (P&T) committeeFormulary, safety, drug cost, disposal rulesInhaler, anesthetic, and disposal projects usually need pharmacy’s support
Infection preventionInfection preventionist, infection control committeePatient safety, accreditation, protocolsEngage early on any reusable product or isolation-practice change
Informatics and ITChief information officer, EHR analysts, data teamsSystem integration, data accuracy, workloadEHR defaults, order sets, and dashboards can make sustainable choices the easy choice
HR and workforceHR director, wellness leadRetention, morale, engagementSustainability work can build staff pride and engagement
Legal and complianceChief legal officer, compliance directorRisk, liability, regulations, contractsEngage early to find which barriers are real and which are assumed
Community, equity, and communicationsEquity officer, community partnerships, communications teamHealth equity, community trust, reputationConnect your project to the communities most affected by pollution

Adapted from the health system domains and key players reference tables in the SHLI workbook.

3.2 Build your stakeholder map

List the people your project depends on, then score each one on influence (how much they can help or block you) and alignment (how supportive they are today), from 1 (low) to 5 (high). The example row shows how to fill it in.

StakeholderDomainWhat they care aboutInfluence 1–5Alignment 1–5When and how to engage
Example: Director of Supply ChainSupply chainStandardization, cost savings, vendor relationships43Month 2: 15-minute meeting to review purchasing data
      
      
      

Then choose the top three stakeholders to engage first and write down why. Usually these are people with high influence. If someone has high influence but low alignment, plan how you will address their concerns before you need their approval. Finally, share your map with your mentor and ask: did we miss anyone?

3.3 Learn how decisions get made

Sketch how a decision like yours would move through your organization, using boxes and arrows. Use job titles or department names rather than people’s names. As you draw, ask:

•    Who owns this decision? Who has to sign off, and who can quietly stop it?

•    Which committees are involved, such as value analysis, P&T, capital planning, or policy review?

•    When do budgets and capital requests get decided, and how far in advance?

•    Who could be an ally or champion? Who has done something similar before?

•    What don’t we understand yet, and who could explain it?

Turn the answers into one concrete next step, such as “Ask the procurement lead when the next contract cycle starts” or “Join the hospital’s green team meeting.”

3.4 Map the current process

A process map shows each step of a process from start to finish, so you can see where waste and emissions occur. To build one:

1.     Pick one process with a clear start and end, such as a type of surgery, an office visit, or a discharge.

2.     Walk through it step by step with the people who do the work. Observe it in person if you can.

3.     Mark the “hot spots,” the steps where the most waste, energy, or emissions are produced or disposed of.

4.     Build a resource table listing what each step uses: medical and non-medical supplies, energy, water, travel, and waste.

5.     Note the departments, protocols, and structures that shape each step. The NCSC rubric rewards this context.

If your project targets physical waste, a waste audit of the process will show exactly where to intervene (see Section 5.3). If it targets travel or other Scope 3 sources, estimate how many trips, miles, or deliveries your change could avoid.

Stage 2: resources

ResourceFromFormatUse it to
Process mapping guideCentre for Sustainable HealthcarePDFLearn how to draw a process map step by step
Waste audit templatesNorCal Waste Audit ToolkitGoogle Drive folderRun a waste audit of your chosen process
Example QI template: Reducing inhaled anesthetic gasesCRHEGoogle DocSee how a real project framed its aims and process
Breathe Easy, Dispose SafelyNCSC sample projectSlidesSee an example stakeholder map and process map (slides 7–8)

4. Stage 3: Plan the change

NCSC Month 3  |  Deliverable: Anticipated barriers to change, timeline, and proposed process map

Resistance is normal, as it usually means you are working on something that matters. It is critical to plan for it in advance to avoid delays to your project timeline.

4.1 Anticipate barriers to change

Work through these five steps for the barrier you think is most likely to slow you down.

StepWhat to do
1. Name the resistanceDescribe a specific situation where you expect progress to stall, and who is involved.
2. Understand itWhat type is it? Common types: systemic or bureaucratic, burnout or change fatigue, competing priorities, power or turf, lack of information, or a clash of values. Then ask why it might be happening.
3. Choose an adaptive strategyOptions include reframing your pitch, building trust first, finding a champion, starting with a small pilot, naming the loss with empathy, waiting for better timing, or asking a question that opens dialogue.
4. Decide your next movePersevere (keep going, maybe adjust your approach), pivot (change strategy or direction), or pause (gather information or wait for better timing). Explain why.
5. Line up supportIdentify a sounding board, a senior champion, someone who has done this before, someone with the data you need, and someone who supports your own resilience.

It also helps to notice your own reaction. Are you tempted to avoid the conflict, push harder, or work around it quietly? Naming your default response makes it easier to choose a better one.

4.2 Common objections and how to respond

The objections below come up again and again in sustainability projects. Prepare a short, respectful response to each one that applies to your project.

Who you might hear fromWhat it sounds likeWhat is usually underneathWays to respond
Finance leader“This isn’t the year for extra projects.”Margins, staffing, and capital pressureLead with costs avoided and the payback period; start with a no-cost or low-cost pilot
Unit or nurse manager“My staff can’t take on one more thing.”Burnout, staffing, and workflow safetyDesign the change to remove a step, not add one; recruit a peer champion; pilot on one shift
Facilities or operations“Come back when you have funding and approvals.”Risk, compliance, and projects that stallBring a scoped plan with an owner, a budget, and a clear end date
Infection prevention“We’d need a lot of validation first.”Patient safety and accreditationInvolve them from the start; bring the evidence and offer to co-design the safety checks
Procurement“We’re locked into our current contract.”Contract terms and group purchasing rulesAsk when the contract renews and how to add sustainability criteria to the next bid
Supportive executive“Great idea. Let my team know what you need.”Limited time and political cautionMake a specific, small request, such as one email of support or a slot at a leadership meeting
Equity or community lead“Why this, when we have urgent equity problems?”Competition for limited attention and resourcesShow how the project protects communities that bear the most pollution

Informed by the barrier navigation exercises in the SHLI workbook.

4.3 Lead the change

John Kotter’s eight-step model for leading change is a useful checklist for a student-led project. You likely won’t complete every step in six months, but each one is worth planning for.

Kotter’s stepWhat it can look like in a student QI project
1. Create a sense of urgencyShare your baseline data and a story that makes the problem real
2. Build a guiding coalitionRecruit a clinical champion, a manager, and someone from operations or supply chain
3. Form a strategic visionDescribe in one sentence how the process will work after your change
4. Enlist a volunteer armyFind frontline champions on each unit or shift
5. Enable action by removing barriersFix the workflow problem, such as a missing bin, a default order, or a supply location
6. Generate short-term winsCelebrate your first week of pilot data publicly
7. Sustain accelerationUse early results to expand to a second unit or site
8. Institute changeWrite the change into a policy, order set, or orientation so it outlasts your team

Read more: Kotter’s 8-step process for leading change.

4.4 Make the case: mission, value, and equity

Leaders approve projects that advance goals they already have. Connect your project to your institution’s mission statement, climate pledge, quality goals, or budget priorities.

Be honest about money. Sustainability projects often save money by reducing waste, energy, and unnecessary care, but not always: switching to reusable products or new equipment can mean upfront costs. Present costs and savings over a realistic time period, and include savings that are easy to overlook, such as lower waste-hauling fees. The COST framework from Costs of Care is a helpful structure for designing high-value care interventions.

Then think and ask about equity:

•    Who benefits from this change, both inside the institution and in the community?

•    Could anyone be burdened or left out, such as patients without internet access or staff on night shifts?

•    What can you do to share the benefits and burdens fairly?

•    Which of your institution’s stated values does this project put into practice?

Case study: medical waste and environmental justice in Curtis Bay, Baltimore The Curtis Bay neighborhood of South Baltimore is home to a large medical waste incinerator that burns waste from hospitals across a wide region. The facility’s operator pleaded guilty to charges related to its handling of medical waste, and residents have continued to report pollution since. A 2025 study estimated that waste incineration in Baltimore causes substantial health damages that fall hardest on socially vulnerable communities. Discussion question: Where does your institution’s waste go, and who lives nearby?
•   Largest U.S. medical waste incinerator pleads guilty (AP News)
•   Baltimore medical waste incinerator still pollutes (Baltimore Brew, 2024)
•   Health damages and disparities from municipal and medical waste incineration in Baltimore (Tu et al., 2025)

4.5 Build your timeline

Lay out your project phases in a Gantt-style chart that shows tasks, owners, and which tasks depend on others. Two additions make a timeline much stronger:

•    An early “small win” that you can achieve in the first few weeks, such as one unit trained or one bin installed, to build momentum.

•    A contingency trigger: a date or signal that tells you it is time to switch to Plan B (for example, “If we have no vendor approval by Week 4, we will pilot with existing supplies”).

For the next 90 days, use this short action plan to help keep your team focused:

ComponentPromptYour response
GoalWhat is your north star for this project? 
First actionWhat is one concrete step you will take in the next 30 days? 
Next actionWhat builds on it in the following 60–90 days? 
AlliesWho can open doors, give feedback, or lend support? 
Barriers to watchWhat could slow you down or stop you? 
If you meet resistanceWhich adaptive strategy will you try first? 
Early sign of progressWhat will short-term success look like, even if it’s messy? 
Check-in dateWhen will you pause to reflect and adjust? 

4.6 Design the proposed process

Redraw your process map to show how it will work after the intervention/change, and mark every step that is new or different. The strongest proposed maps also show where your project connects with other initiatives already underway (a hospital green team, a supply chain review, a quality program) and what each change will cost or save. See slide 14 of the NCSC sample project for an example.

Stage 3: resources

ResourceFromFormatUse it to
CRHE QI project guideClimate Resources for Health EducationGoogle DocOutline a sustainability QI project step by step
Kotter’s 8-step process for leading changeKotter Inc.Web pagePlan how you will build support and make change stick
COST framework for high-value careCosts of CareFrameworkDesign an intervention that improves value
Cost of Care curriculumCosts of CareLearning modulesBuild skills in making the financial case
Curtis Bay health damages studyTu et al. (2025)ArticleBring an equity lens to waste projects

5. Stage 4: Pilot and measure

NCSC Month 4  |  Mini pilot

Test your change on a small scale, measure what happens, and learn from it before you scale up. Good data shows where the problem is worst, proves your change works, and lets you compare options.

5.1 Test small with PDSA cycles

A Plan-Do-Study-Act (PDSA) cycle is a short, structured test of a change. Run several quick cycles rather than one big one.

PhaseWhat to do
PlanState what you will test, your prediction, and who, what, where, and when. Decide what data you will collect.
DoRun the test on a small scale, such as one unit, one shift, or one week. Record problems and surprises.
StudyCompare your results with your prediction. What did you learn?
ActAdopt the change, adapt it and test again, or abandon it.

Download IHI’s PDSA worksheet to plan each cycle.

5.2 Measure all four sides of value

Measure more than emissions. Tracking every part of the sustainable value equation makes your results more convincing, and it protects patients.

DomainExample measures
Clinical outcomesPatient outcomes, guideline adherence, patient experience
EnvironmentalKilograms of waste diverted, kWh of energy saved, kg CO₂e avoided, liters of anesthetic gas used
FinancialSupply spend, waste-hauling fees, energy bills, staff time
SocialStaff engagement and satisfaction, workload, equity of access
Balancing measuresUnintended harms, such as incident reports, delays, or complaints before and after your change

5.3 Choose your environmental data

Choosing the right data to display is important. Many simple, routinely collected numbers move in step with emissions, and reducing them almost always reduces emissions too.

Data sourceWhat it tells youWhere to get itWatch out for
Utility metersElectricity, gas, and water use (Scope 2)Facilities or energy manager; utility billsBuilding-wide totals hide detail; temporary meters on equipment can help (see a radiology example)
Waste hauler recordsTotal weight of each waste stream leaving the siteEnvironmental services; waste vendor manifestsRecord-keeping quality varies by vendor
Waste auditsWhat is in each bin: unused items, sorting errors, materials by typeYour team, with EVS and infection prevention approvalSafety and personal protective equipment; keep samples representative
Purchasing dataQuantities and spend for supplies, drugs, and anesthetic gasesSupply chain; pharmacyConfidential pricing; inconsistent units (each, box, case); purchases don’t always match use; price changes
Product carbon data (LCA)Emissions per product or per useHealthcareLCA, MCF datasets, published studiesStudies use different methods, so compare carefully
Spend-based estimatesA rough, organization-wide Scope 3 totalPractice Greenhealth calculatorToo coarse to compare products, because dollars stand in for emissions

5.4 A short primer on life cycle assessment

A life cycle assessment (LCA) estimates the environmental impact of a product or process across its whole life: raw materials, manufacturing, transport, use, and disposal. Results are usually reported in kg CO₂e, based on a functional unit (for example, “one surgical procedure” or “one month of inhaler therapy”) so that different options can be compared fairly. LCAs follow international standards (ISO 14040 and 14044, or ISO 14067 for carbon footprints only).

StrengthsLimitations
•  Captures many types of impact, not just greenhouse gases
•  Uses a recognized scientific method with international standards
•  Boils results down to a single number that supports decisions
•  Lets you compare products by the function they serve
•  Results depend heavily on the assumptions and data used
•  Studies using different databases are hard to compare
•  It is a model, which is difficult to check against real-world measurements
•  Can be slow and costly to commission

There are two main approaches. A process LCA adds up physical inputs, such as kilograms of material or kWh of electricity, and is best for comparing products. An environmentally extended input-output (EEIO) model multiplies dollars spent by average emissions per dollar for each economic sector. EEIO is useful for big-picture estimates, like a whole health system’s Scope 3 total, but poor for product choices: a glove and a surgical device in the same sector look identical apart from their price. Because U.S. medical prices often don’t reflect production costs, treat spend-based numbers with extra caution.

Don’t wait for perfect data. Thousands of health care LCAs already exist. Use the published evidence, measure what you can, and act.

5.5 Social and cultural measures

Lasting change depends on people. Consider tracking how your initiative is received:

•    Staff awareness, engagement, and satisfaction (a short pre- and post-survey works well)

•    Policies adopted, and how many departments or people they reach

•    Visible leadership commitment, such as endorsements or resources provided

•    Integration with existing quality improvement programs

Stage 4: resources

ResourceFromFormatUse it to
PDSA worksheetInstitute for Healthcare ImprovementWorksheetPlan and document each test of change
HealthcareLCA databaseHealthcareLCADatabaseFind published environmental impact studies of health care products and services
Carbon footprinting for health careCentre for Sustainable HealthcareWord documentEstimate emissions using standard emissions factors
MCF API DatasetMedicine Carbon Footprint projectDataset (Zenodo)Look up carbon footprints of active pharmaceutical ingredients
MCF Product DatasetMedicine Carbon Footprint projectDataset (Zenodo)Look up carbon footprints of medicine products
Health Care Emissions Impact CalculatorPractice GreenhealthToolEstimate a facility’s emissions (may require Practice Greenhealth membership)
Scope 3 GHG Emissions Accounting ToolPractice GreenhealthToolEstimate supply-chain emissions
Energy consumption of CT and MRIHeye et al., Radiology (2020)ArticleSee how equipment-level metering can reveal savings
Environmental Life Cycle AssessmentOAPEN LibraryOpen-access textbookLearn LCA methods in depth

6. Stage 5: Report, share, and scale

NCSC Months 5–6  |  Deliverables: Preliminary report and poster; final presentation

Your results matter beyond your own unit. Sharing them helps other teams adopt what works and avoid what doesn’t, including what you learned from barriers you couldn’t overcome.

6.1 Write it up

Use the SQUIRE 2.0 guidelines (Standards for Quality Improvement Reporting Excellence) to structure your report. Their 18-item checklist runs from title and abstract through context, interventions, measures, results, and limitations. For a shorter format, try the SusQI sample case study template.

If you could not complete a pilot, you still have meaningful results: document the barriers you encountered and estimate the impact your intervention would have if implemented.

6.2 Plan your communications

Tailor your message to each audience, and choose the format that will reach them best.

AudienceWhat they want to knowFormats that work
Executive sponsor and leadershipResults, cost, risk, and the ask for next stepsOne-page brief, short presentation at a leadership meeting
Frontline staffWhat changes for them, and why it mattersHuddle talks, unit newsletters, posters near the workflow
Patients and communityHow the change affects their care and their neighborhoodPatient handouts, community meetings, local media
The wider fieldMethods, results, and lessons learnedConference posters, journal articles, op-eds

6.3 Think beyond year one

Scaling your project may take longer than one program cycle; in fact, most projects will. Use this year to lay the groundwork: collect data, build relationships, and document what you learned for the next team.

Ask yourselves: Where else could this model work? Could another unit, site, or specialty adopt it? If your project is specialty-specific, presenting at a specialty conference can reach clinicians who have never encountered health care sustainability.

6.4 Where to present

ConferenceNotes
CleanMedAnnual U.S. health care sustainability conference from Health Care Without Harm and Practice Greenhealth
SHARE: Sustainable Healthcare Academic Research and EnterpriseAnnual free, virtual conference hosted by Brighton and Sussex Medical School (UK)
Practice Greenhealth forumsRegional and topic-based forums for health care sustainability professionals
Health Care Without Harm eventsWebinars and events on climate and health care
AAMC Integrating Quality (IQ)AAMC meeting on quality and safety in academic medicine
SHM ConvergeSociety of Hospital Medicine annual meeting, with a strong QI track
SGIM national and regional meetingsSociety of General Internal Medicine; accepts QI and innovation abstracts
VizientHealth care performance improvement conferences
Your specialty society meetingsReach clinicians in your field who are new to sustainability

6.5 Where to publish

Check each journal’s current author guidelines and article types before submitting.

JournalFocus
Quality and safety 
BMJ Quality & SafetyQuality and safety research and QI reports
BMJ Open QualityOpen-access journal for QI project reports
JAMA Internal Medicine: Teachable MomentsShort cases about harms from overuse of care; the first author must be a trainee
American Journal of Medical QualityQuality improvement and patient safety
Joint Commission Journal on Quality and Patient SafetyQuality and patient safety
Implementation Science CommunicationsImplementation research and practice
International Journal for Quality in Health CareInternational quality improvement
Climate, sustainability, and health 
The Journal of Climate Change and HealthClimate change and health research and practice
BMJ: SustainabilityThe BMJ’s sustainability content
The Lancet Planetary HealthPlanetary health research
Frontiers in Public Health (Planetary Health)Open-access public and planetary health
Medical education 
MedEdPORTALPeer-reviewed teaching materials, including QI curricula
Journal of Graduate Medical EducationResidency and fellowship education
Teaching and Learning in MedicineMedical education research

Stage 5: resources

ResourceFromFormatUse it to
SQUIRE 2.0 guidelinesSQUIREGuidelinesStructure a QI write-up for publication
SQUIRE 2.0 checklistSQUIREChecklistCheck that your report covers every required item
Sample case study templateSusQI, Centre for Sustainable HealthcarePDFWrite your project up as a short case study
Breathe Easy, Dispose SafelyNCSC sample projectSlidesSee an example preliminary report outline (slide 18)

Suggest a resource

Know a tool, template, lecture, or case study we should add? Email the MS4SF Climate Smart Health Care Team at climate_smart_health_care@ms4sf.org.

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