Templates
PDSA cycle template

PDSA cycle template

Track small process changes with clarity. This template gives you space to define objectives, record outcomes, and map your next steps with structure.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
PDSA cycle template

Track small process changes with clarity. This template gives you space to define objectives, record outcomes, and map your next steps with structure.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

The PDSA cycle template guides you through the systematic Plan-Do-Study-Act methodology for implementing and testing changes in your processes. Unlike generic improvement frameworks, this template provides a structured approach specifically designed for iterative learning through small-scale tests of change. You’ll document each phase—from planning your improvement initiative to analyzing results and determining next steps.

Research shows that properly executed PDSA cycles significantly improve success rates, with healthcare organizations reporting improvement jumps from 51% to 78% over multiple cycles. Whether you’re tackling quality issues, streamlining operations, or enhancing customer experiences, this template ensures your improvement efforts follow a proven, data-driven approach that builds on each cycle’s learnings.

Related categories

Preview of the template
Entity
Page 1
Plan
What is the objective of this PDSA cycle?
What are the predicted outcomes?
What data will be collected?
What is the plan for data collection and analysis?
Do
Describe the implementation of the plan
What observations were made during the implementation?
Study
Summarize the data analysis. Did the results match the predictions?
Identify any unexpected outcomes or insights
Act
Based on the learnings, what changes will be made going forward?
What is the plan for the next PDSA cycle?

Frequently asked questions

What makes a successful PDSA cycle template different from a standard project plan?

A successful PDSA template focuses on iterative learning rather than linear execution. It includes specific sections for predictions before testing, measurement protocols during implementation, and reflection spaces to compare results against predictions—elements missing from standard project plans. The structure encourages small-scale testing before full implementation.

Can you run multiple PDSA cycles at the same time?

Yes, but it works best when the cycles are focused on different issues or handled by different teams. If you’re working on several improvements within the same workflow, stagger the cycles to avoid overlap. Use clear documentation and assign ownership to keep each cycle organized and avoid confusion.

How many PDSA cycles should I expect to complete before seeing significant improvements?

Most successful improvements require multiple PDSA cycles—typically 3-5 before seeing substantial results. Research shows organizations achieved improvement jumps from 51% to 69% after one cycle and reached 78% after the second cycle. The iterative nature means each cycle builds on learnings from previous attempts.

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.