Templates
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 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
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 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

Our Plan Do Check Act template transforms abstract improvement concepts into practical, actionable steps. This template walks you through each stage of the PDCA cycle—helping you identify problems, document potential solutions, test improvements on a small scale, and analyze results before full implementation. What makes this template distinctive is its focus on measurable outcomes, with dedicated sections for tracking key metrics before and after implementation.

When facing persistent customer service issues, you can use this template to systematically test different approaches, measure customer satisfaction improvements, and standardize the most effective solutions—creating a documented history of your continuous improvement journey.

Related categories

Preview of the template
Entity
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

Frequently asked questions

How does the PDCA template help with problem solving?

The template structures your approach by breaking complex problems into manageable phases. It guides you through identifying root causes, planning solutions, testing on a small scale, and verifying results before full implementation. This systematic approach prevents hasty decisions and ensures solutions address the actual problem rather than just symptoms.

What information should I include in the “Plan” section of the template?

Include a clear problem statement, relevant data showing the current situation, root cause analysis results, specific improvement goals with measurable targets, and a detailed action plan. This section should answer what needs to change, why it needs changing, and how you’ll approach the improvement process.

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.