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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
or download 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
or download pdf

About the PDSA template

Small process changes can lead to big results. Whether you’re piloting a new workflow on the factory floor or trialing a change in patient care, you need a simple, reliable way to test, track, and learn. This PDSA template offers a clear framework to structure improvement cycles across teams and departments.

You can use the PDSA template to standardize how you document your Plan-Do-Study-Act steps, making it easier to compare results and make confident decisions.

Benefits of the PDSA template

This PDSA template gives structure to your improvement efforts. Instead of starting from scratch or scribbling notes across different documents, you follow a consistent, repeatable format that keeps your team aligned and focused. That means less confusion and more clarity around what’s being tested and why.

This template also helps you track results over time. Each cycle becomes easier to compare, making it simpler to spot patterns, measure success, and make informed adjustments.

With clearly defined sections for planning, testing, and reflecting, you can streamline collaboration and reduce time spent explaining next steps. A PDSA template serves you by turning trial-and-error into a smart, scalable process that fits smoothly into your day-to-day operations.

How to use the PDSA template: A step-by-step guide

The template gives you a simple, repeatable format to plan, test, and reflect on changes. Here’s how to make the most out of it:

  1. Customize the template to match your process. Start by editing the template to reflect the specific change you’re testing. Adjust fields like objectives, roles, data points, and timing so the template works for your setting.
  2. Fill in the “Plan” section before launching the test. Clearly define what you’re aiming to improve, who is involved, and how the change will be tested. The more precise you are here, the easier it’ll be to track outcomes and compare results later.
  3. Use the template during the test phase to track what happens. Record actions as they occur. This captures real-time data and prevents small but important details from getting lost in the shuffle.
  4. Analyze and reflect using the “Study” section. After the test, revisit your data and summarize what worked and what didn’t. Highlight learnings that will inform your next steps.
  5. Choose your next move and prepare for the next cycle. Decide whether to adopt, adapt, or abandon the change—and update your template accordingly for the next round.

Download Lumiform’s PDSA template today

Start using this template to bring more consistency to your improvement efforts. Whether you’re running trials on a new workflow or refining procedures across departments, you’ll have a clear format to guide each step and keep outcomes consistent. Maintain a clear record of each cycle and simplify decision-making across your team now!

Related categories

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Preview of the template
entity_item!!!
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.

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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 improvementA3 lean explained: A guide to efficient problem-solving Corrective actions: A step-by-step guide (with an example plan)
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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 softwareLean A3 software5 whys software
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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 improvement10 principles of operational excellencePDCA Cycle: Plan, Do, Check, ActTo whom is continuous improvement important

Frequently asked questions

What does PDSA stand for and how is it used in practice?

PDSA stands for Plan-Do-Study-Act. It’s a hands-on, iterative approach used by teams to test changes on a small scale before wider rollout. You define a goal, try a solution, assess what happened, and adjust based on what you’ve learned. It’s often used in healthcare, manufacturing, and education to improve processes without guesswork.

How is PDSA different from other improvement models?

PDSA focuses on real-world testing and rapid learning instead of big up-front planning. Unlike more linear models like Six Sigma or traditional project management, PDSA encourages experimentation in short, repeatable cycles. It’s designed to adapt fast. If something doesn’t work, you don’t scrap everything–you tweak and run it again.

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.
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