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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
or download 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
or download pdf

About the PDSA cycle template

Operational issues often signal bigger process problems, which is why you need a reliable way to test changes without disrupting your entire system. A PDSA cycle template gives you an organized way to plan, test, and refine improvements.

This template helps you document each step of the Plan-Do-Study-Act cycle clearly and consistently across your team. You can use it to track small experiments and analyze what works, then scale better processes with less guesswork.

Why you should use the PDSA cycle template

The template helps you run improvement efforts with less friction and more structure. Instead of scattered formats, you follow a repeatable cycle: plan a change, test it, analyze the results, and act on what you learn—all in one place.

You can use the template to create a shared process language across your team, so everyone documents outcomes in a consistent, readable way. This not only saves time but also makes it easier to scale what works.

The template also makes it simpler to track multiple improvement efforts at once. Whether you’re tweaking workflows or policies, the template allows you to spot patterns, avoid repeated mistakes, and apply learning faster.

Key elements of the PDSA cycle template

Each section of the template plays a role in helping your team to learn from each iteration:

  1. Plan: This is where you define your objective, predict outcomes, and outline your data strategy. It sets the direction and gives structure to your improvement effort so everyone involved knows what to expect and how to measure it.
  2. Do: In this section, you describe how the plan was implemented and note any changes that occurred in real-time. It captures what was done and creates a factual record of the test.
  3. Study: Here, you analyze the data collected and compare results with your predictions. You also note any surprising insights. This step turns raw results into meaningful learning.
  4. Act: This final section defines what happens next—whether you adapt the change, expand it, or go back to the planning stage. You can then build momentum for ongoing improvement.

Download Lumiform’s PDSA cycle template today

Use this ready-made template to guide your team through systematic testing. You’ll find dedicated sections for setting objectives, capturing real-time observations, analyzing results, and planning what comes next—all in one clear, repeatable format. You’ll find it easier to track outcomes and document key decisions!

Related categories

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Preview of the template
entity_item!!!
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?

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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.

PDSA: A step-by-step guide for process improvementSMART goals: A step-by-step guide with business examplesA3 lean explained: A guide to efficient problem-solving 
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Template collections

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

5 free PDSA templates for quality improvement8 free Kaizen templates for continuous improvement5 lean manufacturing templates for efficient workflows
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Use cases

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

PDSA appSix Sigma software5 whys softwareSMART goals app
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Other resources

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

5 lean principles: The cycle of continuous improvementThe 8 wastes of leanHow to implement operational excellence4 ways process improvement increases profits

Frequently asked questions

What’s the best way to choose a good objective for a PDSA cycle?

A strong objective is specific, measurable, and achievable within a short time frame. Instead of vague goals like “improve efficiency,” focus on something like “reduce delivery errors by 15% within two weeks.” Start with a problem you’ve already observed and want to better understand or improve through a small, testable change.

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 long should one PDSA cycle take from start to finish?

Most PDSA cycles are designed to be short—typically one to four weeks. The point is to test changes quickly, gather insights, and adapt. If a cycle drags on, it becomes harder to track what influenced the outcome. Keep the scope small so you can evaluate results and start the next iteration without delay.


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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