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PDCA action plan template

PDCA action plan template

This template is based on the Plan-Do-Check-Act cycle. Use this template to establish OH&S objectives by identifying hazards and determining legal and other requirements.

Use this template
or download pdf
PDCA action plan template

This template is based on the Plan-Do-Check-Act cycle. Use this template to establish OH&S objectives by identifying hazards and determining legal and other requirements.

Use this template
or download pdf

About the PDCA action plan template

Small issues can escalate quickly, especially when they’re part of an inefficient system. This PDCA action template gives you a repeatable process for identifying problems, fixing them, and preventing them from happening again. You can use this template to standardize how your team documents hazards, assigns actions, tracks progress, and measures results. 

Why you should use the PDCA action plan template

This PDCA action plan template helps you actively solve issues instead of only reacting to them. Rather than writing action plans from scratch or relying on scattered notes, you get a consistent framework to guide your team through each step of the PDCA cycle—planning, doing, checking, and acting—with clarity and structure.

You can use the template to break down complex problems, assign tasks, and track follow-ups more efficiently. It also creates more transparency across teams, making sure everyone’s on the same page and nothing gets lost in the shuffle.

The template benefits you by speeding up your response time, improving accountability, and creating a reliable record of decisions and actions. This is especially valuable for audits, compliance, or team reviews.

Key elements of the PDCA action plan template

These are the main components that make the template handy for addressing issues and managing corrective actions:

  1. Hazard identification and risk analysis: This section gives you a space to clearly define the issue, assess its cause, and evaluate how likely and severe the risk is. It helps you prioritize actions and avoid guesswork.
  2. Root cause and corrective actions: You can use this part to outline short-term fixes and long-term solutions. It also allows you to separate what needs to be done now from what you need to change at the system level.
  3. Legal and compliance details: This element allows you to tie your actions back to specific laws or standards. Having this documented is crucial when you need to prove due diligence during audits or inspections.
  4. Assigned responsibilities and timelines: Keep ownership clear by documenting who’s in charge of what and by when. This prevents delays and avoids confusion within teams or across departments.
  5. Progress tracking and evaluation: You can define success metrics here and track whether actions were completed and effective. It’s what closes the loop and turns one-time fixes into permanent improvements.

Turn plans into action across your team

Bring structure to your problem-solving process by adding this template to your operations. It supports consistent planning, clear task ownership, and meaningful follow-ups, without the mess of scattered notes or inconsistent formats. Whether you’re working in safety, quality, or process management, it keeps your team aligned and focused.

Related categories

  • Operational excellence templates
  • General templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Planning
Hazard Identification
Describe Hazard
Hazardous Condition
Unsafe Behavior
Possible Accident Types
Please specify
Risk probability
Risk severity
Recommended Corrective Action(s)
Engineering controls
Management controls
Personal Protective Equipment
Recommended System Improvement(s)
Specify recommended improvement(s)
Determination of Legal and other Requirements
Name of regulation/requirement
Reference #
Area of the organization it impacts
Interested parties
Document stipulating the requirement/compliance obligation
Responsible Person
Source of information (can be indicated in a hyperlink or description format)
Objective Planning
What is to be done?
Resources required (e.g., financial, human, equipment & infrastructure)
Responsible person
Target date of completion
Metrics for evaluation & indicators for monitoring
Priority Level
Completion
Approved by

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

A3 lean explained: A guide to efficient problem-solving Corrective actions: A step-by-step guide (with an example plan)PDSA: A step-by-step guide for process improvement
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Template collections

See comprehensive collections of best practice templates related to this topic.

3 free PDCA templates for continuous improvement8 free Kaizen templates for continuous improvement11 free lean templates for better process and results
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Kaizen softwarePDCA softwareSOP softwareCorrective action software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

PDCA Cycle: Plan, Do, Check, Act5 lean principles: The cycle of continuous improvement5 why analysis templateThe 8 wastes of lean

Frequently asked questions

What industries use PDCA action plans the most?

PDCA action plans are widely used in industries that rely on continuous improvement and strict compliance standards. Manufacturing, logistics, healthcare, and construction teams often use them to reduce downtime, improve quality control, and track corrective actions. They’re also common in food safety and aviation, where documenting every step is essential for audits and inspections.

How do I decide which problems to address in a PDCA cycle?

Start with issues that are recurring, costly, or carry safety risks. Use simple tools like Pareto charts or a 5 Whys analysis to narrow down the root cause. A good PDCA cycle focuses on one clear, manageable issue at a time. Trying to fix too much at once weakens the process and makes the results vaguer.

Can I use PDCA for team performance issues?

Yes, PDCA isn’t just for technical problems. It’s also effective for process or people-related challenges. If you’re addressing team miscommunication or inconsistent task execution, use the “Plan” phase to map expectations and training needs, then test new workflows or roles. Just make sure outcomes are measurable and not based only on opinion.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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