Nov 01, 2018 The Plan Do Study Act (PDSA) template can be used to design and carry out quality improvement (QI) projects. PDSA cycles are part of the Model for Improvement, a QI approach practices can adopt to address Key Driver 2: Implement a data-driven quality improvement process to integrate evidence into practice procedures. Plan-Do-Study-Act (PDSA) Template Year 1 Writing (2 of 3) The Plan - Do - Study - Act cycle for improvement can be used to facilitate structured improvement in any areas of endeavour. This is one of three templates for year one story writing provided by Trevor Robinson at Roxburgh Homestead Primary School Victoria. The model for improvement Quality, Service Improvement and Redesign Tools: Plan, Do, Study, Act (PDSA) cycles and the model for improvement What is it? The model for improvement provides a framework for developing, testing and implementing changes leading to improvement. It is based in scientific method.
Also known as PDSA, the 'Deming Wheel,' and 'Shewhart Cycle'
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The PDCA cycle encourages a commitment to continuous improvement.
Imagine that your customer satisfaction score on a popular business ratings website has dipped. When you look at recent comments, you see that your customers are complaining about late delivery, and that products are being damaged in transit.
You decide to run a small pilot project for a month, using a new supplier to deliver your products to a small sample of your customers, and you're pleased to see that the feedback from these customers is positive. As a result, you decide to use the new supplier for all your orders.
What you have just done is to go once around a loop called the PDCA Cycle, which helps you to strive for continuous improvements to your business.
In this article, we explore the details of PDCA, and we look at how and when to apply it.
What Is PDCA?
PDCA, sometimes called PDSA, the 'Deming Wheel,' or 'Deming Cycle,' was developed by renowned management consultant Dr William Edwards Deming in the 1950s. Deming himself called it the 'Shewhart Cycle,' as his model was based on an idea from his mentor, Walter Shewhart.
Deming wanted to create a way of identifying what caused products to fail to meet customers' expectations. His solution helps businesses to develop hypotheses about what needs to change, and then test these in a continuous feedback loop.
Note:
Deming used the concept of Plan-Do-Study-Act (PDSA). He found that the focus on Check is more about the implementation of a change.
Deming's focus was on predicting the results of an improvement effort, studying the actual results, and comparing them to possibly revise the theory. He stressed that the need to develop new knowledge, from learning, is always guided by a theory.
PDCA / PDSA is an iterative, four-stage approach for continually improving processes, products or services, and for resolving problems. It involves systematically testing possible solutions, assessing the results, and implementing the ones that are shown to work.
The four phases are:
- Plan: identify and analyze the problem or opportunity, develop hypotheses about what the issues may be, and decide which one to test.
- Do: test the potential solution, ideally on a small scale, and measure the results.
- Check/Study: study the result, measure effectiveness, and decide whether the hypothesis is supported or not.
- Act: if the solution was successful, implement it.
These stages are illustrated in Figure 1, below:
PDSA Model courtesy of The W. Edwards Deming Institute®.
Note:
There can be any number of iterations of the Do and Check phases, as you continue to refine, retest and trial potential solutions.
We'll now look at the four stages in more detail, below.
The PDCA or PDSA Cycle
The PDCA cycle helps you to solve problems and implement solutions in a rigorous, methodical way. Follow these four steps to ensure that you get the highest quality results.
Quality Improvement Tools Pdsa Template For Kids
1. Plan
First, you need to identify and understand your problem, or the opportunity that you want to take advantage of. Using the first six steps of The Simplex Process can help you to do this, by guiding you through a process of exploring information, defining your problem, generating and screening ideas, and developing an implementation plan.
At the final part of this stage, state quantitatively what your expectations are, if the idea is successful and your problem is resolved. You'll return to this in the Check stage.
Tip:
Before you move on to the next stage, consider using Impact Analysis or ORAPAPA to sense-check your plan. You may spot significant problems with it, and it may be worth going back to the planning phase.
2. Do
Once you've identified a potential solution, test it with a small-scale pilot project. This will allow you to assess whether your proposed changes achieve the desired outcome, with minimal disruption to the rest of your operation if they don't. For example, you could organize a trial within a department, in a limited geographical area, or with a particular demographic.
As you run the pilot project, gather data to show whether the change has worked or not. You'll use this in the next stage.
Note:
Remember that, in this situation, Do means 'try' or 'test.' It doesn't mean 'implement fully,' which happens at the Act stage.
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At this stage, you analyze your pilot project's results against the expectations that you defined in Step 1 to assess whether the idea has worked or not. If it hasn't worked, you return to Step 1. If it has worked, you go on to Step 4.
You may decide to try out more changes, and repeat the Do and Check phases – don't settle for a less-than-satisfactory solution. Move on to the final phase (Act) only when you're genuinely happy with the trial's outcome.
Note:
Deming's model was adapted in the 1980s by quality management pioneer Kaoru Ishikawa. However, Deming distanced himself from these changes, and modified his original model in the 1990s. He emphasized the importance of study and learning in the third phase. As we highlighted earlier, this is why the model is sometimes referred to as Plan-Do-Study-Act (PDSA).
4. Act
This is where you implement your solution. But remember that PDCA / PDSA is a loop, not a process with a beginning and an end. This means that your improved process or product becomes the new baseline, and you continue to look for ways to make it even better for your organization or customers.
When to Use PDCA / PDSA
The PDCA / PDSA framework can improve any process or product by breaking it into smaller steps. It is particularly effective for:
- Helping to implement Total Quality Management or Six Sigma initiatives, and generally helping to improve processes.
- Exploring a range of solutions to problems, and piloting them in a controlled way before selecting one for implementation.
- Avoiding wastage of resources by rolling out an ineffective solution on a wide scale.
You can use the model in all sorts of business environments, from new product development, project and change management, to product lifecycle and supply chain management.
Note:
PDCA is often used as a framework for executing Kaizen, another strategy for continuously fine tuning your products and processes that also emphasizes the importance of eliminating waste.
The Pros and Cons of PDCA / PDSA
The model is a simple, yet powerful way to resolve new and recurring issues in any industry, department or process. Its iterative approach allows you and your team to test solutions and assess results in a waste-reducing cycle.
It instills a commitment to continuous improvement, however small, and can improve efficiency and productivity in a controlled way, without the risks of making large scale, untested changes to your processes.
However, going through the PDCA / PDSA cycle can be much slower than a straightforward, 'gung ho' implementation. So, it might not be the appropriate approach for dealing with an urgent problem or emergency.
It also requires significant 'buy-in' from team members, and offers fewer opportunities for radical innovation, if that's what your organization needs.
Note:
There are continuous improvement models that are similar to PDCA / PDSA, such as Build-Measure-Learn, the After Action Review Process, and The Hoshin Planning System.
These incorporate some of the principles of PDCA / PDSA, but they are not substitutes for it.
Key Points
The PDCA / PDSA cycle is a continuous loop of planning, doing, checking (or studying), and acting. It provides a simple and effective approach for solving problems and managing change, and it's useful for testing improvement measures on a small scale before updating procedures and working methods.
You can use it in all sorts of business processes, from developing new products through to managing the supply chain.
The approach begins with a Planning phase in which problems are clearly identified and understood, and a quantified hypothesis is developed. Potential solutions are tested on a small scale in the Do phase, and the outcome is then evaluated and Checked.
You can go through the Do and Check stages as many times as necessary before the full, polished solution is implemented, in the Act phase.
Apply This to Your Life:
While PDCA / PDSA is an effective tool for businesses, you can also use it to improve your own performance. Identify what is holding you back in your career, and how you want to progress. Look at the root cause of any issue, and set goals to overcome these obstacles (Plan).
When you've decided on your course of action, test different approaches to getting the results that you want (Do). Review progress regularly, adjust your behavior accordingly, and consider the consequences of your actions (Check). Finally, implement what's working, and continually refine what isn't (Act).
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Find Out MoreComments (16)
- Thanks for the reply BillT. Completely agree. We are trying to see how PDCA can become a habit of sorts rather than a task. Applying PDCA to this thinking process. Throwing up quite a few possibilities
- Hi Add,
You're very welcome for the resource, and we're glad it was topical for you.
Don't forget that PDCA never really ends, although you would certainly implement at the end of the cycle if the solution fits the issue. PDCA would then be conducted on any other areas that have been impacted by the solution.
BillT
Mind Tools Team - Thanks for this. Was reading up about ways to implement PDCA in a small org. Helped me clarify some doubts even though it is somewhat old piece.
The Move Toward Better Quality
Plan-Do-Check-Act (PDCA) is a methodology for improving quality. Also known as a Deming Cycle, Shewhard cycle, or Plan-Do-Study-Act, the PDCA cycle is quite helpful in simplifying the stages of any quality improvement project. Whether your company is undertaking a quality improvement project, or your company simply likes the simplicity of the PDCA cycle, you may find the use of a PDCA Template to be helpful.
While the Excel PDCA template I have created for your use does not look like the diagram to the left, it can help you plan for your next quality improvement endeavor. If you need help learning how to use this template to your benefit, read on.
The Planning Phase
When you are planning a PDCA project, you will need to be sure that you account for a variety of factors. First, you and your stakeholders need to be clear about the background of the project. You will see that the first section of the template includes a section for you to type in the project’s background, scope, etc.
You can think of project scope as the boundaries that separate the project from other types of work in your company. Your project’s scope statement will be only what your project covers and nothing else. For example, if your quality improvement project is to revamp your company’s website, then your project’s scope is only the revamping of your company’s website and nothing else. The background will cover why the website needs to be revamped and why you’ve chosen the particular method for revamping.
You’ll also want to make note of the methodology and focus. Are you trying to make your company’s website more user-friendly? Are you adding a blog? What is the focus of the current undertaking?
Who will be responsible for the project? Make sure that when planning you designate who is going to be responsible for the project and how they will carry out their duties.
The Doing Phase
The doing phase is covered in the template by your insertion of your project schedule. That's it. Your employees and team memebers will implement your plan on a trial basis.
The Checking Phase
In your template, you will notice a section called 'metrics' and a section called 'evaluation.' During your planning phase, you're going to want to establish metrics for measuring your efforts. There are many quality improvement tools that can help you establish a system of measurement for your quality improvement project. During the checking phase, you will be collecting data through the pre-established metrics and evaluating data to ensure that you're on track.
In the evaluation section of the template you will record how you plan to analyze the data involved in your project. Should your initial implementation not work, what's the next step? Be sure you delineate every aspect of the project during the planning phase, so that when you come to the checking phase, you will be able to know exactly what the next course of action will be based upon the collected data.
The Acting Phase
Pdsa Quality Improvement Example
Finally, like the 'doing phase' the acting phase requires that your team members take action should your checking phase find that the doing phase did not provide desired results. If the test implementation did work, then you will implement the plan on a larger scale, check, and then adjust again. Remember that PDCA is a cycle. This means that even if everything goes as planned, you will begin again, either on a grander scale or with a different quality improvement project.
If you're looking for more sample forms and downloadable templates, check out Bright Hub's resource guide Over 50 Free Project Management Templates and Sample Forms.