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5 free PDSA templates for quality improvement

5 free PDSA templates for quality improvement

Hero author imageBy Ima Ocon
•
April 11th, 2025
•
5 min read
Hero image

Table of contents

  • Top PDSA templates
    • 1. PDSA template
    • 2. PDSA cycle template
    • 3. PDSA registration form
    • 4. PDSA template for teachers
    • 5. PDSA cycle template (US Centers for Medicare and Medicaid Services)
  • How to create a PDSA template in Lumiform

Continuous improvement projects succeed through a combination of good ideas and a clear, repeatable process. With a PDSA template, you get an efficient framework for testing changes and tracking what’s actually working. It guides you through a Plan-Do-Study-Act cycle so you can stay focused, document results thoroughly, and adjust before problems get out of hand.

With the templates below, you’ll be able to save time and reduce errors. They’ll also improve your team collaboration, especially when you’re handling multiple priorities at once.

Top PDSA templates

Choose the template that fits your workflow best and take the next step toward data-driven improvements:

  1. PDSA template

    PDSA template
    Use this templateSee details
    This PDSA template supports you in conducting improvement cycles. It’s ideal for testing changes in workflows or policies before committing to a full-scale rollout. Each section of the template follows the Plan-Do-Study-Act framework, with dedicated fields for setting objectives, documenting actions, analyzing outcomes, and deciding on next steps. The layout is clear and practical, allowing you to track each phase without missing important details. It’s fully editable, so you can tailor it to your specific process and include more instructions where needed.
    Use this templateSee details
  2. PDSA cycle template

    PDSA cycle template
    Use this templateSee details
    Document and refine small process improvements with this PDSA cycle template. You can track objectives, predictions, observations, results, and next steps all in one place. Thanks to its clearly labeled sections, this template simplifies documentation and creates consistency across team members. You’ll find it especially useful for short, low-risk experiments that require quick feedback and clear decision-making. To customize the template, consider adding drop-downs for recurring improvement topics or customizing the observation field based on your industry.
    Use this templateSee details
  3. PDSA registration form

    PDSA registration form
    Use this templateSee details
    This PDSA registration form gives teams a reliable structure for planning, documenting, and reviewing quality improvement projects. It includes dedicated sections for your project title, description, aim statement, baseline measures, and test cycles. This way, you can document the process thoroughly as you move from planning to action. You’ll also find space to record learnings, adjustments, and sponsor approvals. The template works well across industries, from healthcare to manufacturing, and you can edit it to suit your internal terminology and processes.
    Use this templateSee details
  4. PDSA template for teachers

    PDSA template for teachers
    Use this templateSee details
    This PDSA template for teachers supports ongoing improvement in classrooms and across teaching teams. Use it to follow the four PDSA phases, test new strategies and refine your approach based on real classroom data. Each section includes prompts to record goals, implementation steps, observations, and next actions. You can even tailor the template to match your specific focus, whether you’re targeting student engagement, instructional techniques, or behavior interventions. Whether you’re working on your own or across departments, this template helps maintain consistency and clarity throughout your improvement process.
    Use this templateSee details
  5. PDSA cycle template (US Centers for Medicare and Medicaid Services)

    PDSA cycle template (US Centers for Medicare and Medicaid Services)
    See details
    This template by the US Centers for Medicare & Medicaid Services (CMS) is designed for healthcare settings, but you can also adapt it for other performance improvement projects. It’s a hands-on quality improvement tool that walks users through the guiding questions. These questions are thorough and meant to get you to reflect. You’ll then have the space to document each stage of the PDSA cycle, complete with task ownership and timelines. The form encourages small-scale testing, real-time data collection, and thoughtful analysis to inform decisions.
    See details

How to create a PDSA template in Lumiform

To build an effective PDSA template in Lumiform, use the AI form builder to structure each phase—Plan, Do, Study, and Act—around your improvement goal. Use multiple input types to collect the right data: text fields for objectives, checkboxes for task completion, and image uploads for visual evidence. This maintains clarity and leads to consistent documentation across different users and test cycles.

Your team can then complete the form directly via the mobile app, making it easier to track changes in real time. You can also flag problems as they occur and assign follow-up actions to the right team members—streamlining communication and accountability.

Once the cycle is complete, generate a detailed report to analyze outcomes and guide next steps. The result? A more reliable, transparent, and actionable improvement process.


Frequently asked questions

How do you choose a good problem to test with the PDSA cycle?

Pick something specific, manageable, and likely to lead to meaningful insight—ideally, an issue that occurs often or causes delays, errors, or frustration. The best problems for a PDSA test are ones you can influence directly and observe clearly. Avoid overly complex issues with too many variables, especially in your first few cycles.

What’s the best way to define your aim in the Plan phase?

Be concrete and focused. Your aim should answer: What are we trying to improve, by how much, and by when? For example, “Reduce medication errors in Ward B by 30% over four weeks” is stronger than “Improve medication accuracy.” Keep it measurable and realistic—your next steps will hinge on this clarity.

How much time should you spend on each PDSA phase?

There’s no fixed rule, but short cycles are often more effective. A full PDSA can take a few hours to a few weeks depending on your test. Spend more time planning if the process is new or high-stakes, but don’t overthink—move to action quickly so you can learn and adjust.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

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  • Quality
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  • Professional services
  • Continuous improvement
  • Leadership and management
  • Quality assurance

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