Templates
PDSA template

PDSA template

This template offers a simple way to plan, test, and review process changes–perfect for systematic improvement without starting from scratch.

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 template

This template offers a simple way to plan, test, and review process changes–perfect for systematic improvement without starting from scratch.

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

Tackle complex organizational challenges with our PDSA (Plan-Do-Study-Act) template—your framework for methodical improvement. This digital tool structures your quality initiatives through distinct sections for planning changes, documenting implementation, analyzing results, and deciding next actions. You’ll appreciate the template’s ability to track multiple improvement cycles for a single initiative, allowing you to refine approaches based on real-world testing.

When service organizations need to reduce customer wait times, this template provides the perfect structure to test incremental changes and measure their impact. Studies show that small-scale testing using PDSA methodology reduces implementation risks by 65% compared to full-scale rollouts, making this template essential for any improvement-focused team.

Related categories

Preview of the template
Entity
Page 1
Plan
What is the objective of this PDSA cycle?
What change are you testing?
Who will be involved?
How will you carry out the test of change?
What data will you collect?
When will the data be collected?
Do
Did you carry out the test as planned?
Describe what actually happened when you ran the test.
Study
Analyze the data: What did you learn?
Summarize and reflect on what was learned.
Act
Based on what you learned, what will you do next?
Describe the plan for your next PDSA cycle.

Frequently asked questions

What are the four main sections of a PDSA template?

A PDSA template contains four key sections: Plan (where you define objectives and make predictions), Do (where you implement the change and collect data), Study (where you analyze results and compare to predictions), and Act (where you decide whether to adopt, adapt, or abandon the change based on findings). Each section guides you through the continuous improvement process.

What’s the difference between “adapt,” “adopt,” and “abandon” in the PDSA template?

In the Act phase of your PDSA template, “adapt” means modifying your change based on learnings and testing again, “adopt” means implementing the change more broadly because it was successful, and “abandon” means discontinuing that particular change approach because data showed it wasn’t effective. These decision points ensure you’re making evidence-based choices about improvement efforts.

When should you run a PDSA cycle instead of jumping straight to implementation?

Use a PDSA cycle when the outcome of a change isn’t fully predictable or when you’re working with limited data. It’s especially useful for new ideas, workflow adjustments, or policy shifts that affect how teams operate. Rather than committing to a system-wide rollout, PDSA lets you test the waters, measure impact, and reduce risk.

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.