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Plan-Do-Study-Act (PDSA) Worksheet

Institute for Healthcare Improvement
Cambridge, Massachusetts, USA

 

The Plan-Do-Study-Act (PDSA) Worksheet is a useful tool for documenting a test of change. The PDSA cycle is shorthand for testing a change by developing a plan to test the change (Plan), carrying out the test (Do), observing and learning from the consequences (Study), and determining what modifications should be made to the test (Act).


Background
Used in the Institute for Healthcare Improvement’s "Methods and Tools for Breakthrough Improvement" course, the PDSA Worksheet has been used by hundreds of health care organizations.

Directions
Use the Plan-Do-Study-Act (PDSA) Worksheet to help your team document a test of change. Fill out one PDSA Worksheet for each test you conduct. Your team will test several different changes, and each change will go through several PDSA cycles. Keep a file (either electronic or hard copy) of all PDSA Worksheets for all changes your team tests.
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  • Project Planning Form
    The Project Planning Form is a useful tool for planning an entire improvement project, including a listing of all of the changes that the team is testing, all of the Plan-Do-Study-Act (PDSA) cycles for each change, the person responsible for each test of change, and the timeframe for each test.
  • Science of Improvement: Testing Changes
    The Plan-Do-Study-Act (PDSA) cycle is a “trial-and-learning” method to test changes quickly to see how they work. Teams repeat these test cycles until the change is ready for broader implementation.
  • Science of Improvement: Testing Multiple Changes
    Using several linked Plan-Do-Study-Act (PDSA) cycles allows a team to test several changes simultaneously.
  • Science of Improvement: Tips for Testing Changes
    The Plan-Do-Study-Act (PDSA) cycle is a “trial-and-learning” method to test changes quickly to see how they work. These are tips for testing changes.