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:
- 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.
- 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.
- 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.
- 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.
- 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!