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Plan Do Check Act template

Plan Do Check Act template

Track problems, outline solutions, and review what’s working with a template that keeps your improvement cycles focused and consistent.

Use this template
or download pdf
Plan Do Check Act template

Track problems, outline solutions, and review what’s working with a template that keeps your improvement cycles focused and consistent.

Use this template
or download pdf

About the Plan Do Check Act template

This Plan Do Check Act template provides a practical framework for managing continuous improvement efforts in your organization.  It helps you standardize how your team defines issues, implements solutions, and reviews what actually worked. You can use this PDCA template to streamline quality checks and track corrective actions. It also works for introducing operational improvements.

Key elements of a Plan Do Check Act template

This template brings structure to continuous improvement. Here are the core elements that make the PDCA cycle work:

  • Problem definition and goals: Use this section to clearly state what you’re trying to improve and why it matters. You’ll also set measurable objectives here so that you know what success looks like before any action is taken.
  • Root cause identification: Instead of jumping to solutions, this part pushes you to dig deeper into why the issue exists in the first place. It’s the difference between treating symptoms and fixing the actual problem.
  • Action planning: Here, you outline your approach step-by-step, assign responsibilities, and set deadlines. A strong plan makes execution smoother and keeps everyone on the same page.
  • Progress tracking and data collection: You use this section to log observations and record what happens during implementation. This is where you separate assumptions from real results.
  • Review and follow-up actions: After reviewing outcomes, this part helps you decide whether to adopt the changes, tweak the plan, or try something new, making the cycle truly continuous.

Best practices for using the Plan Do Check Act template

The Plan Do Check Act cycle works best when you treat it as a dynamic process. Here are some tips for filling it out and following through.

During the planning stage, be precise. Avoid vague targets like “increase efficiency” and instead define clear, measurable goals, like reducing production downtime by 10% over the next 30 days. Clarity at the start saves you from confusion later.

When documenting progress, don’t wait until the end. Capture actions and observations in real-time. This not only keeps records accurate but also helps uncover issues early before they grow.

Finally, keep the review stage collaborative. Involve the people who actually carried out the tasks. Their insights often reveal gaps or wins you wouldn’t see from a distance, and their input leads to better long-term improvements.

Streamline your next improvement cycle

Start working with a practical, organized template that keeps your improvement cycles focused and consistent. You can map out key actions, assign responsibilities, and track outcomes without losing sight of your goals. With built-in fields for defining issues, setting targets, and capturing results, the template allows you to work methodically from start to finish.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Professional services templates
  • Templates for business processes
Preview of the template
entity_item!!!
Page 1
Plan
Clearly define the problem or opportunity
Establish measurable goals and objectives
Identify potential causes of the problem
Develop a detailed action plan
Allocate resources and responsibilities
Determine how you will measure success
Do
Implement the action plan
Document any changes or issues that arise
Collect data and monitor progress
Check
Review the data and results
Identify any gaps between expected and actual outcomes
Determine the root causes of any problems
Assess the effectiveness of the actions taken
Act
Decide on the appropriate action to take
Standardize successful changes
Continuously monitor and improve the process
Document lessons learned for future reference

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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 reasons for corrective actions5 why analysis template

Frequently asked questions

What industries benefit most from using the Plan Do Check Act cycle?

Industries with complex operations and high compliance requirements, like manufacturing, aviation, logistics, and healthcare, benefit heavily from using PDCA. It provides a repeatable structure to reduce waste, improve safety, and meet regulatory standards. That said, even smaller service-based businesses can use it to fine-tune internal processes like training or customer service protocols.

How do you avoid repeating the same mistakes in the PDCA cycle?

Mistakes tend to repeat when you rush through the “Check” and “Act” stages. Make time to analyze what actually worked and why. Document both wins and failures, and involve team members in the review. Over time, this builds a shared knowledge base so you can spot patterns or bottlenecks before they escalate.

How long should one PDCA cycle take?

There’s no universal timeline, but shorter cycles often lead to better results. A single PDCA loop might last a week for smaller process fixes or stretch over a quarter for larger initiatives. The key is not to drag it out. Momentum fades if reviews are delayed or actions pile up unfinished.


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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