Worked example

Worked example: a completed Workbook

A fully filled Project Workbook for a fictional project — to show what a strong, concise entry looks like for each part.

← Back to the blank Project Workbook template

A few worked Project Workbooks, to show what strong, concise entries look like. These are calibration aids, not templates to copy — yours will differ. See the blank Project Workbook template to start your own.

⚠️ AI-generated and unvetted. These examples were drafted by an AI assistant to illustrate the format. The projects are fictional and the numbers and claims are invented — treat them as illustrative only.

The first example, ED-Boarding Early Warning, is the running example from the template, worked out in full. Two more (condensed) follow, on different kinds of projects.

Project title and one-line pitch

ED-Boarding Early Warning — flag, at the moment of an ED admission decision, which admitted patients are likely to board in the emergency department for more than 12 hours, so bed-management can intervene early.

Part 1 — Problem (Day 1)

  • Problem. Admitted ED patients often wait hours for an inpatient bed (“boarding”), which worsens outcomes and crowds the ED. Could an early signal, available at the admission decision, help bed management act sooner?
  • Stakeholders. Boarding patients (harmed by delay); ED and inpatient clinicians; bed-management/operations (decide); the hospital (pays).
  • Why impactful. Boarding is linked to higher mortality and length of stay; even a few hours of lead time changes what operations can do.
  • Why technically interesting. The label is operational, not physiological, and is shaped by hospital state (census, staffing) as much as by the patient.
  • Why hard. Naïve “predict from patient features” ignores that boarding is driven by system congestion; a model that ignores census will look great in development and fail when the hospital is full.
  • Why not solved. Existing tools predict admission, not boarding; the operational outcome and its system confounders are usually left out.
  • Bottom line: Boarding harms patients and is predictable too late. An admission-time signal could buy operations lead time. The hard part is that boarding is a system outcome, not just a patient one.

Part 2 — Data (Day 2)

  • Data in scope. The problem acts at the admission decision, so only what’s on hand by then is usable: ADT timestamps, vitals, labs, and orders to that point — plus the current census. (Full length-of-stay or a later MRI isn’t available yet; out of scope.)
  • Data-generating process. A byproduct of care and billing, not designed for this question; ADT events define the boarding outcome, and hourly census/occupancy is logged by bed management.
  • Provenance and what it hides. Night/weekend and high-census admissions are systematically different; inter-facility transfers may be miscoded; who never gets an early decision is invisible.
  • Scope tension. Boarding is a system outcome, so the problem implicitly needs live census — without it the data simply can’t speak to the question. Census is in scope here (bed management logs it); if it weren’t, you’d rescope the problem or make logging it part of the solution.
  • Bottom line: In scope: ADT + vitals + live census at the decision point. The problem can’t be separated from having census — it’s load-bearing, not an add-on.

Part 3 — Evaluation (Day 3)

  • Knowing you succeeded. Boarding-driven harm falls.
    • Root metric: in-hospital mortality and length of stay for admitted ED patients.
    • Corroborating metrics: high-acuity patients reach the ICU faster, fewer patients board > 12h, and ED crowding eases — these should move together if the early flag is genuinely creating actionable lead time.
  • Knowing you failed. The flag is accurate but nothing changes: bed management has no slack to act on it, or clinicians ignore the dashboard, or it works for medical admissions but not surgical. Each is failure even if AUROC looks great.
  • Key metrics. Net benefit at the action threshold, lead time gained, and an actually-acted-on rate. They trade off (predict earlier → less data → lower accuracy; predict later → no lead time), and that frontier is the target.
    • Visualize: a decision-curve / net-benefit plot vs. threshold, plus a lead-time distribution.
  • Measuring them. Ideally, prospective net benefit against real outcomes; realistically, a shadow-mode deployment. Retrospectively, boarding > 12h is recoverable from ADT timestamps — but the benefit of acting early is counterfactual and can’t be read off historical data, so retrospective numbers over-state what the model alone delivers.
    • Detecting the error: compare flagged-but-not-boarded against missed cases, and check whether net-benefit gains actually coincide with operational action.
  • Confounders. Ambulance/trauma arrivals are triaged through a different process than walk-ins — a hidden stratification that would flatter a model that merely learns “arrived critically ill.” Shifting census regimes are another.
  • Bottom line: Success = net benefit early enough to act on, holding across arrival types; the biggest measurement threat is the counterfactual gap in retrospective data.

Part 4 — Methods & modeling (Day 4)

  • Baselines and prior work. Existing tools predict admission, not boarding; a simple census threshold; logistic regression on patient features alone.
  • What structure they leverage. Patient-feature models use physiology but ignore system congestion; census thresholds use system state but ignore which patients will actually board.
  • What’s still unsolved, and why. On net benefit and lead time, patient-only models fail exactly when the hospital is full (they can’t see congestion), and census-only rules can’t say who will board — so neither moves the frontier.
  • Structure to leverage. Boarding is jointly driven by patient acuity and live system congestion, and census has exploitable temporal structure — the interaction is what single-factor baselines miss.
  • How, and why it should work. Combine acuity and live census so the model can represent that interaction. Across the pipeline: pre-processing — engineer live-census + acuity features; model class — gradient-boosted trees on tabular data; objective — calibrated probabilities for the net-benefit decision.
  • Failing fast. On synthetic data where boarding is a known function of (acuity, census), check that the model recovers it — and that a census-blind baseline fails precisely when census is high — a quick synthetic test to run before investing in the full model.
  • Key experimental questions. Does adding live census beat patient-only and census-only baselines on net benefit? Does the gain hold across arrival types? Does usable lead time survive?
  • Bottom line: Leverage the acuity × census interaction; first test it on synthetic data where a census-blind baseline must fail when the hospital is full.

Day 5 — Stress-test notes

No structured entry — the group imagined the model built and deployed, then brainstormed how it fails:

  • It only fires when the hospital is already full — exactly when there’s no slack to act on the flag.
  • Gamed by admitting-service coding once staff learn what triggers it.
  • Degrades when a new unit opens and shifts census patterns.

How it changes the framing. The flag is useless without operational slack, so the intervention — what bed management can actually do with the lead time — has to be part of the project, not an afterthought. That sends Part 1 back for a rescope: the problem isn’t “predict boarding,” it’s “create actionable lead time.”


Pulling it together (the thinking behind a Day 6 job talk and Day 7 poster). ED boarding harms patients and is currently recognized too late. ED-Boarding Early Warning predicts >12h boarding at the admission decision from EHR features and live census — because boarding is a system outcome, census is the load-bearing feature and the main source of bias and leakage. Success is net benefit at the operations action threshold, calibrated across time-of-day; a gradient-boosted model is validated temporally against a logistic baseline, and it deploys as a flag on the bed-management dashboard. The week’s discussions reshaped it most at Day 2 (census must be a feature) and Day 5 (the flag is useless without operational slack — so the intervention, not just the model, has to be designed).


More examples (condensed)

The same framework on two other kinds of project, in brief.

Example — Referable diabetic retinopathy in primary care

Pitch. Flag, from a single fundus photo taken at a primary-care diabetes visit, which patients have referable retinopathy and should see ophthalmology.

  • Problem. Most vision loss from diabetic retinopathy is preventable with timely referral, but many patients never get a dilated eye exam and primary care can’t grade images on site. Stakeholders: patients, primary-care clinicians (who refer), ophthalmologists (capacity), payers.
  • Data. In scope: the fundus image captured in clinic plus basic EHR (HbA1c, diabetes duration). Out of scope: OCT or specialist grading — unavailable in primary care. Provenance: camera model and image quality vary by site; labels carry grader disagreement.
  • Evaluation. Success = more referable cases caught and actually referred, without flooding ophthalmology with false positives; the root metric is vision loss averted. Failure even if accurate: clinicians don’t act, it works on one camera but not another, or it’s worse on darker fundus pigmentation. Confounder: camera/site differences and ungradable images (a hidden stratification).
  • Methods. Baselines: ophthalmologist grading (reference), image-quality + lesion heuristics, an off-the-shelf CNN. Structure to leverage: lesion locality and robustness to camera variation. Fail fast: recolor/degrade images to mimic a new camera and check whether performance holds.
  • Day 5 stress-test. Fails silently on a new camera; ungradable images get dropped and inflate the metrics; referral capacity can’t absorb the true positives.

Example — Faithful overnight handoff summaries

Pitch. Draft a concise summary of an inpatient’s overnight events for morning handoff from the notes and orders, without asserting anything the record doesn’t support.

  • Problem. Handoffs are error-prone and time-consuming, and missed or garbled events cause harm. Stakeholders: night and day clinicians, patients, the health system. It’s hard because success hinges on faithfulness (no hallucination) and completeness — both hard to measure — and one confident wrong statement is costly.
  • Data. In scope: the structured and free-text record for the stay up to the handoff moment. Provenance: notes are noisy, copy-forwarded, and uneven across services.
  • Evaluation. Success = clinicians trust and use the draft, with fewer missed events and time saved, and no unsupported claims. Failure even if fluent: a single hallucination erodes trust, or clinicians rubber-stamp it. Measuring faithfulness is itself hard — proxy with claim-level support checks; gold summaries are scarce and subjective. Confounder: note style varies by service.
  • Methods. Baselines: no summary (status quo), an extractive summary, a general LLM prompt. Structure to leverage: ground every sentence in source spans and constrain generation to the record. Fail fast: inject a known event into a synthetic note and check it surfaces; add nothing and check the model invents nothing.
  • Day 5 stress-test. Hallucinations under distribution shift; automation bias (clinicians stop checking); silent omission of rare but critical events.