# SHIFT Cards & Templates

In Private Personal Mode, use only synthetic, public, or nurse-owned personal information allowed by the foundation. Approved institutional aggregate, properly deidentified, or minimum-necessary business-routing information belongs only in a separately authorized Institution-Approved Quality Workspace. A template does not grant authority or replace an approved institutional system. Delete unused information and never copy PHI, event reports, restricted patient-safety material, chart content, or prohibited coworker detail.

## Required library — 25 templates

1. **SHIFT True North & Whole-Life Promise**
2. **Active Role, Employer, Context, Authority & Escalation Map**
3. **Personal Shift Readiness Card**
4. **Schedule-Cycle Capacity & Recovery Plan**
5. **Source, Policy & Version Verification Card**
6. **Deidentified Reflection & Learning Card**
7. **Human Conversation, Advocacy & Speak-Up Brief**
8. **Team or Quality Huddle Card**
9. **Quality Opportunity & Systems-Learning Problem Frame**
10. **Institutional QI Workspace Readiness, Bind, Charter & Decision-Rights Receipt**
11. **QI-vs-Research Human Determination Request & Receipt**
12. **Aim, Scope, Stakeholder & Process Map**
13. **Change-Idea & PDSA Cycle Record**
14. **Operational Definition, Measure Family & Data Dictionary**
15. **Aggregate Data & Run-Chart Sensemaking Brief**
16. **Equity, Accessibility, Small-Cell, Burden & Balancing Review**
17. **Standard Work, Sustain or Spread & Project-Handoff Plan**
18. **SHIFT Gate Release Receipt**
19. **Optional Power Activation Card**
20. **Workflow or Automation Preview, Run Receipt & Rollback Card**
21. **Official Reporting & Authorized-System Boundary Card**
22. **Learning, Credential & Competence Evidence Map**
23. **Quality Portfolio, Poster, Authorship & Disclosure Checklist**
24. **Capacity Shield, Minimum Mode & Re-entry Plan**
25. **Seven-Day Launch & Ninety-Day Impact Plan**

## Template 1 — SHIFT True North & Whole-Life Promise

- **Current season and capacity:**
- **Practice and quality purpose:**
- **90-day practice, quality, learning, career, and protected-life outcomes:**
- **What I will not sacrifice:**
- **Review date and human supports:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 2 — Active Role, Employer, Context, Authority & Escalation Map

- **Owner, role adapter, active hat, employer, and context:**
- **Personal or institution-approved deployment mode:**
- **Decisions I may prepare:**
- **Decisions reserved to named humans:**
- **Clinical, quality, research, privacy, HR or labor, legal, security, and emergency routes:**
- **Authority source, version, expiry, and unknowns:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 3 — Personal Shift Readiness Card

- **Fixed commitments and commute:**
- **Sleep, meals, hydration, movement, and recovery plan:**
- **Top Three and protected-life item:**
- **Learning focus:**
- **Plan B and human support:**
- **No patient assignment or patient detail:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 4 — Schedule-Cycle Capacity & Recovery Plan

- **Scheduled work and nonwork commitments:**
- **Recovery and relationship blocks:**
- **Protected or paid QI capacity:**
- **Minimum, Standard, Stretch, or Re-entry mode:**
- **Tradeoffs, defer list, buffer, and review date:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 5 — Source, Policy & Version Verification Card

- **Question and intended use:**
- **Official or approved source, owner, version, effective and review dates:**
- **Local applicability and controlling source:**
- **Conflict, missing source, uncertainty, and human verifier:**
- **Release or expiry status:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 6 — Deidentified Reflection & Learning Card

- **General situation with no identifiers, event reconstruction, rare details, or exact timestamps:**
- **Observable system or practice theme:**
- **What I noticed, felt, learned, and still do not know:**
- **Source or human-verification need:**
- **One safe next learning or conversation step:**
- **Retention and deletion choice:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 7 — Human Conversation, Advocacy & Speak-Up Brief

- **Purpose and correct human route:**
- **Observable no-PHI facts:**
- **Uncertainty and question:**
- **Desired safe outcome:**
- **Private draft and tone check:**
- **Exact owner review; never auto-send:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 8 — Team or Quality Huddle Card

- **Purpose and timebox:**
- **No-PHI systems-learning observations:**
- **What is going well and what makes reliable work harder:**
- **Questions, decisions, owners, and due dates:**
- **Escalation and official-reporting boundary:**
- **Follow-up and expiry:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 9 — Quality Opportunity & Systems-Learning Problem Frame

- **Active-safety check and official route:**
- **Neutral current-state observation:**
- **Process, people affected, setting, frequency, and consequence without identifiable detail:**
- **Evidence and data gaps:**
- **Systems contributors and no-blame language:**
- **Sponsor route and next generic planning step:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 10 — Institutional QI Workspace Readiness, Bind, Charter & Decision-Rights Receipt

- **Separately provisioned workspace, organization, project, and authenticated owner:**
- **Sponsor, charter, purpose, scope, exclusions, site, timebox, affected teams, and decision owner:**
- **Staff-nurse role, exact decision rights, role-based access, and prohibited uses:**
- **Current QI or research human determination and material-change triggers:**
- **Data steward, approved fields and measures, deidentification, small-cell rules, retention, deletion, and audit owner:**
- **Clinical, operational, privacy, security, release, incident, disconnect, stop, expiry, and handoff owners:**
- **Zero-transfer confirmation for personal schedule, readiness, recovery, health, relationships, finances, mission, reflection, and private-life records:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 11 — QI-vs-Research Human Determination Request & Receipt

- **Purpose, intervention, population, sites, methods, data, comparison, and dissemination plan:**
- **Generalizable-knowledge and material-change questions:**
- **Questions for local QI, research or HRPP or IRB, privacy, and legal owners:**
- **Human determination, scope, owner, date, conditions, and expiry:**
- **Redetermination triggers:**
- **No AI determination:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 12 — Aim, Scope, Stakeholder & Process Map

- **Sponsor-approved aim and timebox:**
- **In scope, out of scope, current state, and constraints:**
- **People affected and frontline voice plan:**
- **Process steps, handoffs, waits, failure points, and existing safeguards:**
- **Decision rights and unknowns:**
- **Human approval before use:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 13 — Change-Idea & PDSA Cycle Record

- **Approved charter and cycle number:**
- **Change idea, prediction, and learning question:**
- **Smallest reversible test, owner, place, duration, and approved participants:**
- **Measures and data permission:**
- **Stop conditions, fallback, and approvals:**
- **Do, Study, Act results including null, adverse, and unexpected findings:**
- **Next human decision:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 14 — Operational Definition, Measure Family & Data Dictionary

- **Decision the measure supports:**
- **Measure name and type: process, outcome, balancing, burden, equity, fidelity, or adoption:**
- **Operational definition, numerator, denominator or unit, exclusions, and stratification:**
- **Source system, steward, access, frequency, lag, and quality limits:**
- **Small-cell and suppression rules:**
- **Analytic owner, version, expiry, and interpretation limits:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 15 — Aggregate Data & Run-Chart Sensemaking Brief

- **Approved aggregate or deidentified dataset and provenance receipt:**
- **Measure definition and baseline:**
- **Time order, annotations, missingness, denominator shifts, and context:**
- **What the data show, do not show, and cannot establish:**
- **Equity, burden, balancing, and unintended-effect review:**
- **Authorized analyst and decision owner:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 16 — Equity, Accessibility, Small-Cell, Burden & Balancing Review

- **People and workflows affected:**
- **Access, disability, language, technology, schedule, and participation considerations:**
- **Approved grouping and small-cell limits without inferred traits:**
- **Nurse, patient, family, team, and reviewer burden:**
- **Balancing measures and unintended effects:**
- **Mitigation, owner, stop condition, and review date:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 17 — Standard Work, Sustain or Spread & Project-Handoff Plan

- **Current approved state and version:**
- **What is standardized and what remains local or optional:**
- **Training, competency authority, owner, resources, and protected time:**
- **Measures, audit purpose, feedback route, and drift review:**
- **Pilot, spread, release, and communication approvals:**
- **Fallback, rollback, expiry, archive, and handoff:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 18 — SHIFT Gate Release Receipt

- **Situation, scope, role, employer, context, and deployment mode:**
- **Human authority, affected people, harm and escalation review:**
- **Information class, provenance, sources, versions, missingness, and small-cell review:**
- **Fairness, accessibility, feasibility, capacity, burden, and balancing review:**
- **Exact test, content, audience, destination, disclosure, approver, expiry, fallback, and rollback:**
- **Human decision and saved-information state:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 19 — Optional Power Activation Card

- **Power, purpose, owner, role, hat, employer, context, and authority:**
- **Approved and prohibited inputs; data and memory boundary:**
- **EDENA tier and SHIFT Gate result:**
- **Expected benefit, success, equity, accessibility, burden, and independence measures:**
- **Connections, sharing, external actions, and automation: Off unless separately approved:**
- **Failure, stop, manual fallback, expiry, rollback, removal, and approver:**
- **Decision: Preview, Approve exact bounded activation, Edit, or Cancel:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 20 — Workflow or Automation Preview, Run Receipt & Rollback Card

- **Workflow, exact trigger, inputs, actions, destination, and owner:**
- **Prohibited data and no-PHI test:**
- **Source, authority, permissions, and synthetic test result:**
- **Exact human preview and per-run approval:**
- **Result, failure, exception, and no-PHI activity receipt:**
- **Pause, expiry, manual fallback, rollback, and removal:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 21 — Official Reporting & Authorized-System Boundary Card

- **Concern category and urgency without copying sensitive detail:**
- **Immediate clinical, safety, security, or emergency route:**
- **Official event, privacy, quality, HR or labor, legal, or compliance system:**
- **What must not be entered or duplicated in the OS:**
- **Human owner, handoff confirmation, and stop state:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 22 — Learning, Credential & Competence Evidence Map

- **Learning or credential goal and official source:**
- **Current requirement, version, deadline, and verifier:**
- **Study, practice, feedback, and evidence plan:**
- **Schedule, capacity, cost, and support:**
- **What only an authorized human or issuing body may verify:**
- **Review and correction date:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 23 — Quality Portfolio, Poster, Authorship & Disclosure Checklist

- **Artifact and intended audience:**
- **Exact nurse role, contribution, methods, and approved evidence:**
- **Team, patient, family, and community credit or permission:**
- **Data limits, null or adverse findings, sources, and AI contribution:**
- **Institutional, privacy, research, legal, communication, and authorship approvals:**
- **Release destination, owner, date, expiry, and correction path:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 24 — Capacity Shield, Minimum Mode & Re-entry Plan

- **Current workload, QI burden, recovery, relationships, and warning signs:**
- **Protected or paid time and resources:**
- **Stop, defer, delegate-to-authorized-owner, and simplify list:**
- **Minimum Mode essentials and human-support route:**
- **Re-entry criteria, pace, review, and permission to pause:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Template 25 — Seven-Day Launch & Ninety-Day Impact Plan

- **Day 1–7 boundary, direction, practice, quality, governance, and stewardship steps:**
- **Powers previewed or activated and exact limits:**
- **Day 30 retain, revise, pause, or remove review:**
- **Day 90 private practice and whole-life outcomes kept nurse-only; institutional quality, equity, burden, and voluntary aggregate non-evaluative capability outcomes kept separately governed:**
- **Evidence, limitations, approvals, sustainment, expiry, and next safe action:**

- **Facts, sources, assumptions, and unknowns:**
- **Human owner and next safe action:**
- **Information saved:** None / Session only / Approved category
- **Correction, expiry, and deletion:**

## Human Work & Quality Anti-Slop Check

Remove generic filler, vague best-practice language, invented specificity, false causality, unsupported confidence, repetitive AI phrasing, faux empathy, polished dashboards without a decision, vanity metrics, blame, surveillance logic, and inflated impact. Preserve the nurse's voice, observable system facts, current sources, local constraints, authentic uncertainty, null and adverse findings, team credit, accessible language, human decisions, and a feasible next step.
