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FREE PDCA TEMPLATES, FORMS, AND EXAMPLES
Try Smartsheet for Free
Get a Free Smartsheet Demo
By Lulu Richter | September 19, 2024
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We’ve compiled the most effective PDCA templates in Excel, Microsoft Word,
PowerPoint, Adobe PDF, Google Sheets, Google Docs, and Google Slides formats.
Included in this article, you’ll find the following:
* The PDCA cycle and its stages
* When to use PDCA templates
* PDCA project template
* PDCA form template
* PDCA presentation template
In this article
* PDCA Model Chart Template
* PDCA Project Template
* PDCA Form Template
* Simple PDCA Cycle Template
* PDCA Presentation Template
* Blank PDCA Template
* Lean PDCA Problem-Solving Template
* FOCUS PDCA Worksheet Template
* PDCA Slide Template in Columns
* PDCA RACI Matrix Template
* PDCA Cycle and Its Stages
* When to Use PDCA Templates
* Optimize Your Continuous Improvement Processes with Smartsheet
PDCA MODEL CHART TEMPLATE
Download a PDCA Model Chart Template for
PowerPoint | Google Slides
When to Use This Template: Choose this PDCA chart template to present a
detailed, step-by-step breakdown of the continuous improvement process in a
visual format. Use the template to educate audiences that are unfamiliar with
PDCA or to illustrate how each phase connects to specific project actions and
outcomes.
Notable Template Features: This template combines a high-level overview of the
PDCA model with detailed steps for project execution. A circular PDCA cycle at
the center outlines the four stages: plan, do, check, and act. The cycle is
surrounded by sequential steps to carry out at each stage, from selecting the
project to monitoring and improving solutions.
PDCA PROJECT TEMPLATE
Download a Blank PDCA Project Template for
Excel | Google Sheets
Download an Example PDCA Project Template for
Excel | Google Sheets
When to Use This Template: Use this PDCA template when managing improvement
projects to track overall progress, as well as the progress of individual tasks
across each phase of the PDCA cycle. Download the example version to see sample
data for a project to reduce software bug resolution time.
Notable Template Features: This template allows for a detailed record of
activities, their status, the completion percentage, and the assigned owners. A
dashboard displays the progress of activities in each PDCA phase and overall
project completion.
PDCA FORM TEMPLATE
Download a Blank PDCA Form Template for
Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets
Download an Example PDCA Form Template for
Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets
When to Use This Template: Use this PDCA form template to plan and document
improvement projects in a comprehensive report. Download the example template to
view a sample PDCA report on reducing office energy consumption.
Notable Template Features: This template divides the PDCA phases into clear
sections, with room to identify the problem statement, set goals, detail action
plans, and reflect on next steps. The action plan section includes fields for
task responsibilities, timelines, and anticipated outcomes to organize project
activities.
SIMPLE PDCA CYCLE TEMPLATE
Download a Blank Simple PDCA Cycle Template for
Excel | Google Sheets
Download an Example Simple PDCA Cycle Template for
Excel | Google Sheets
When to Use This Template: Use this PDCA template as a straightforward,
actionable guide to the PDCA process that can also accommodate more detailed
reporting. This template is suitable for both quick planning and in-depth
documentation. Download the example to see how the template can be used to
create a PDCA report.
Notable Template Features: This template offers a linear structure with
expandable sections for adding more content as needed. Each phase is broken into
steps, such as identifying the problem, analyzing causes, implementing
countermeasures, verifying results, and standardizing improvements.
PDCA PRESENTATION TEMPLATE
Download a PDCA Presentation Template for
PowerPoint | Google Slides
When to Use This Template: Use this PDCA presentation slide deck during project
reviews, stakeholder presentations, and team meetings to communicate the
progress and results of a PDCA cycle.
Notable Template Features: This template includes slides for each phase of the
PDCA cycle, including customizable sections for problem statements, action
plans, metrics, and root cause analysis. You can add visual elements such as
charts, graphs, and timelines to demonstrate your analysis and to engage
viewers.
BLANK PDCA TEMPLATE
Download a Blank PDCA Template for
PowerPoint | Google Slides
When to Use This Template: Use this blank PDCA slide template in brainstorming
sessions or stakeholder meetings to outline tasks or ideas during each phase of
the PDCA cycle.
Notable Template Features: The template features a clean and minimalist design,
with clearly defined sections for each PDCA phase and areas for filling out key
items.
LEAN PDCA PROBLEM-SOLVING TEMPLATE
Download a Lean PDCA Problem-Solving Template for
Excel | Google Sheets
When to Use This Template: This PDCA template is designed for complex
problem-solving and root cause analysis, especially in Lean environments.
Notable Template Features: This template includes sections for identifying
problems, setting goals, analyzing root causes, listing countermeasures and
implementation tasks, and defining criteria for measuring effectiveness. A
fishbone diagram illustrates your cause analysis, and the A3 template format
allows for a detailed PDCA report on a single page.
FOCUS PDCA WORKSHEET TEMPLATE
Download a FOCUS PDCA Worksheet Template for
Microsoft Word | Adobe PDF | Google Docs
When to Use This Template: Use this FOCUS PDCA template in scenarios where more
clarity and structure are required before implementing the traditional PDCA
cycle. This extended framework breaks down the problem-solving process into
smaller, more manageable steps before diving into action.
Notable Template Features: This template integrates the FOCUS (find, organize,
clarify, understand, select) model with the traditional PDCA cycle. The template
provides an outline for carrying out and reporting on the steps, from finding a
problem and organizing a team to implementing interventions and applying lessons
learned.
PDCA SLIDE TEMPLATE IN COLUMNS
Download a PDCA Slide Template in Columns for
PowerPoint | Google Slides
When to Use This Template: Use this slide template for a linear rather than
circular representation of the PDCA steps. This template is well-suited for
training sessions, project kickoff meetings, and presentations aimed at
proposing or reviewing improvement initiatives.
Notable Template Features: This template differentiates between the PDCA stages
with colors and offers simple, editable definitions for each. Enter additional
text to expand on a specific project or process change initiative.
PDCA RACI MATRIX TEMPLATE
Download a Blank PDCA RACI Matrix Template for
PowerPoint | Google Slides
Download an Example PDCA RACI Matrix Template for
PowerPoint | Google Slides
When to Use This Template: Use this RACI matrix template for complex projects
that involve multiple departments or teams. This template allows you to clarify
the owners responsible or accountable for every activity during each step of the
PDCA cycle. Download the example template to see a filled-in matrix for a
project focused on improving the customer onboarding experience.
Notable Template Features: Combining a RACI matrix with the PDCA stages provides
clarity on who is responsible and accountable for different tasks, as well as
who needs to be consulted or informed. For example, in the plan phase, you can
define who is responsible for gathering data, who is accountable for approving
the plan, who should be consulted for insights, and who should be informed of
the objectives. The template shows a detailed breakdown for each PDCA phase,
with color-coded symbols to quickly identify the parties involved in each
activity.
PDCA CYCLE AND ITS STAGES
The PDCA cycle is a continuous cycle of four steps: plan, do, check, act. The
goal of this cycle is to increase the value passed on to the customer by
improving products, services, and processes on an ongoing basis.
The plan-do-check-act cycle is a continuous improvement model that is often used
in quality management and Lean methodologies. The ongoing improvement is
achieved through repeated iterations, with a focus on testing and ongoing
refinement. The model was popularized in the 1950s by the economist and business
theorist W. Edwards Deming and is sometimes referred to as the Deming
wheel or Deming cycle. Here is a closer look at each of the four stages:
* Plan: Identify a problem or an improvement opportunity. Develop a plan that
includes goals, strategies, and actions. Analyze the current state to set
clear objectives for improvement.
* Do: Implement the plan on a small scale to test its effectiveness. Record
observations and collect data during this trial to measure how the changes
impact the process.
* Check: Evaluate the results by comparing the actual outcomes to the expected
ones. Use data and analysis tools to determine whether the changes made in
the do phase achieved the desired results.
* Act: Based on the results, either standardize the successful improvements or
go back to the plan phase to make adjustments. This stage is about taking
action based on what was learned during the check phase.
WHEN TO USE PDCA TEMPLATES
Use a PDCA template when trying to achieve continuous improvement. The common
use cases below involve systematic planning, testing, monitoring, and acting on
data.
* Process Improvement: Use PDCA templates to streamline processes, reduce
waste, or improve efficiency, particularly in manufacturing, healthcare, or
operations settings.
* Quality Control: Implement PDCA in quality management to systematically
address and solve issues related to product or service quality.
* Project Management: Manage and control projects with a PDCA project template
by setting clear goals, testing improvements, and refining strategies through
iterative cycles.
* Root Cause Analysis: Identify, test, and resolve the root causes of recurring
issues using a Lean PDCA problem-solving template, which includes tools such
as a fishbone diagram or 5 Whys to assist the planning and checking phases.
* Change Management: When managing organizational changes to assess the impact
of new initiatives, try these free PDCA templates for change management to
monitor performance and adapt strategies accordingly.
* New Product or Service Development: Test new product ideas or services with
these free product management templates, so that you can refine the product
before full-scale implementation and ensure effectiveness.
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